SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X ETF

Direxion Daily S&P Biotech Bull 3X Shares

A rebound in biotech stocks is driving LABU higher, with traders tracking the sectors move through XBI and positioning around upcoming inflation data that could affect rate-sensitive biotech shares. The community is split between expecting the bounce to continue and cautioning that LABUs 3x leverage can magnify pullbacks.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshires quarterly results and stepped-up share repurchases are driving discussion: some traders view the buybacks as a vote of confidence from Greg Abel, while others focus on weaker insurance performance and question whether repurchases can continue.

Stellar (XLM) is a cryptocurrency launched in 2014. Stellar has a current supply of 50,001,786,837.39707 with 35,366,684,616.305855 in circulation. The last known price of Stellar is 0.15346137 USD and is down -1.11 over the last 24 hours. It is currently trading on 848 active market(s) with $109,670,947.94 traded over the last 24 hours. More information can be found at https://www.stellar.org.

Stellar Lumens

XLMs persistent selloff and underperformance dominate discussion, with traders warning of further losses while others treat the decline as a buying opportunity. Bulls point to Stellars tokenization and institutional-adoption prospects, including DTCC-related plans, but skeptics argue that partnerships have not translated into token demand and question the tokenomics.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accenture is drawing attention as traders question whether enterprise AI projects will translate into sustained consulting revenue or instead reduce billable work and pressure margins. The debate is playing out against a sharp rally and technical resistance, with bearish traders watching for a pullback and bulls pointing to insider buying and continued demand for AI implementation.

Mineralys Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which focuses on developing medicines to target diseases driven by abnormally elevated aldosterone. Its clinical-stage product candidate, lorundrostat, is a proprietary, orally administered, highly selective aldosterone synthase inhibitor that are initially developing for the treatment of cardiorenal conditions affected by abnormally elevated aldosterone, including hypertension and chronic kidney disease. The company was founded by Brian Taylor Slingsby on May 31, 2019 and is headquartered in Radnor, PA.

Mineralys Therapeutics Inc

Attention centers on long-term lorundrostat data reporting that blood-pressure benefits persisted for two years after treatment ended, alongside the upcoming FDA decision on the hypertension drug. Traders view the durability findings as encouraging but remain divided amid the stocks weakness and the binary regulatory catalyst.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Foxs acquisition of Roku has closed, ending ROKUs run as a standalone Nasdaq-listed company and shifting holders into the deals cash-and-Fox-stock consideration. The community is marking the end of the ticker with a mix of congratulations and disappointment that the sale capped Rokus potential, while some traders are also discussing bullish call activity.

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

A Nasdaq and technology-sector selloff is weighing on JEPQ, prompting traders to compare its decline with the broader tech pullback. Many are buying the dip for monthly income, while others question whether distributions offset the funds price weakness and limited upside from its covered-call strategy.

Corvus Pharmaceuticals, Inc. engages in the development of product candidates for the treatment of cancer and immune-mediated and inflammatory diseases. Its product candidates include soquelitinib, an ITK inhibitor, ciforadenant, an adenosine A2A receptor antagonist, and mupadolimab, a B cell-activating anti-CD73 antibody. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus is drawing attention for the potential of its ITK inhibitor soquelitinib across several clinical indications, with traders watching for trial updates and possible partnerships. Optimists point to the science and reported institutional or insider buying, while skeptics focus on delayed data, the long path to revenue, and persistent short interest.

Invesco DB US Dollar Index Bullish Fund - Invesco DB US Dollar Index Bullish Fund

Invesco DB US Dollar Index Bullish Fund

A rebound in the U.S. dollar, with traders watching payrolls data and the Fed rate outlook, is the main focus for UUP. Some see continued dollar strength as a headwind for stocks and precious metals, while others question whether the move will last.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroups latest quarterly results beat expectations, but shares have fallen as traders question the reaction and focus on higher credit-loss provisions, weaker card profitability, and continued investment spending. Some view the selloff as a disconnect from improving earnings, while others are concerned about credit quality and broader weakness in bank stocks.

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'Big Short' Michael Burry Tunes Out AI ‘Woo-Hoos’ — Finds Opportunity In Copper, QXO And 3 More Stocks 

Equity

Burry’s indirect AI bet is ERO, saying that data-center construction will intensify copper demand while new mines take 18 years to reach production.

Trump Sets August 1 Start Date For 50% Copper Tariff On National Security Grounds, Vows To Reverse Biden's 'Stupidity'

A Bloomberg report revealed that copper traders are scrambling to redirect shipments into Hawaii and Puerto Rico to beat the tariff deadline.


Neutral Sentiment

<ul class="summary-bullets"><li>Burry owns QXO common and preferred shares, betting Brad Jacobs can scale the building-products roll-up and drive a re-rating despite housing, rates and diesel pressures.</li><li>He called Temple &amp; Webster a “fairly large position” after an 82% annual decline and also added to Sprouts, down 43% over the past year.</li><li>Burry called Zoetis “extremely out of favor” after a 50% slide, saying it currently has “no COVID bump, no AI attachment, no mojo.”</li></ul>“The Big Short” investor Michael Burry is staying away from the crowded AI trade and searching for value elsewhere, building positions in copper miner Ero, Brad Jacobs-led QXO and three deeply discounted consumer and animal-health stocks.“The house party is packed, pushing AI higher today, but I am largely ignoring the ‘woo-hoos,’” “The Big Short” investor said in a Substack post.Burry named five companies:&nbsp;<a href="https://stocktwits.com/symbol/ERO">Ero Copper (ERO)</a>,&nbsp;<a href="https://stocktwits.com/symbol/QXO">QXO (QXO)</a>, Temple &amp; Webster,&nbsp;<a href="https://stocktwits.com/symbol/SFM">Sprouts Farmers Market (SFM)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ZTS">Zoetis (ZTS)</a>. He owns both QXO common shares and its mandatory convertible preferred stock.<h2 class="st-heading-2">Burry Bets On Copper Behind The AI Boom</h2>Burry’s indirect AI bet is Ero, a Brazil-focused copper and gold producer. “All those back at the house are going to be needing a lot of copper,” he said.COMEX copper settled Monday at $6.6865 per pound, about 2% below its Sept. 9 record. The metal has gained 19% this year and 46% over the past 12 months amid mine disruptions, low Chinese inventories and restocking ahead of China’s National Day. Its year-to-date gain has outpaced the SPDR S&amp;P 500 ETF Trust (SPY), Invesco QQQ Trust (QQQ) and SPDR Dow Jones Industrial Average ETF Trust (DIA), which have returned about 13%, 18% and 9%, respectively.Burry acknowledged that part of the current rally&nbsp;reflects a temporary supply lull. His longer-term thesis is based on the sharp mismatch between copper demand and the time required to develop new mines. Citing Apollo Chief Economist Torsten Slok, Burry noted that major copper discoveries with deposits containing at least 500,000 tonnes have fallen from double-digit annual totals in the 1990s and 2000s to one or two in recent years, with none in 2025.New deposits take 18 years to reach production, while copper demand from AI data centers can emerge within two to three years. S&amp;P Global expects overall copper consumption to increase from 28 million tonnes in 2025 to 42 million tonnes by 2040.<h2 class="st-heading-2">Why Burry Is Buying Ero Copper&nbsp;</h2>Burry sees Ero as a higher-cost copper producer whose margins could expand sharply if prices remain elevated. “Ero common does it for me,” he said, calling it a mid-sized position.Ero maintained its 2026 production guidance of 67,500 to 77,500 tonnes, with C1 cash costs of $2.15 to $2.35 per pound. Burry also praised the management team installed in early 2025 for delivering on “three rather difficult promises,” adding that a forensic review of the company’s accounting “came up clean.”Although ERO shares have more than doubled over the past year, Burry believes the company remains substantially discounted to larger copper miners. On Stocktwits, retail sentiment toward ERO has ranged from ‘neutral’ to ‘bearish’ over the past week, even as message volume doubled and the ticker’s watcher base grew 5% over the past month, signaling rising retail interest.&nbsp;<h2 class="st-heading-2">Burry Backs Brad Jacobs’ QXO Roll-Up&nbsp;</h2>Burry also owns QXO common shares and its 5.5% Series B mandatory convertible preferred stock. “The stock is way down, and I see an opportunity to jump on board,” he said.Led by Brad Jacobs, who founded United Rentals and XPO, QXO is pursuing a roll-up of the fragmented building-products distribution market. Burry believes greater scale and solid execution could drive a re-rating, though the stock remains caught up in “housing and rates noise, not to mention diesel noise.”&nbsp;Burry favors QXO’s preferred shares, which he said offered a 7.4% cumulative current yield. Unless converted earlier, the securities will automatically convert into common stock for settlement on or about May 15, 2028. “The common is about as attractive as the preferred, but I like the dividend as some downside protection,” he said.&nbsp;On Stocktwits, retail sentiment toward QXO improved to ‘extremely bullish’ from ‘bullish’ a week earlier, as monthly message volume surged 467% and the ticker’s watcher base grew 4%.&nbsp;<h2 class="st-heading-2">Burry Adds 3 Out-Of-Favor Stocks</h2>Burry bought more Temple &amp; Webster, the Australian online furniture retailer that trades over the counter as TPLWF, calling it “a fairly large position.” The stock has fallen about 82% over the past year amid housing and consumer-spending concerns. Fiscal 2026 revenue increased 11% to A$665 million, while net income dropped 62% to A$4.3 million. Burry said he plans to publish his full investment thesis soon.The investor rounded out his purchases with “a little more” Sprouts Farmers Market and Zoetis. Sprouts shares have declined about 43% over the past year, while Zoetis has shed half its value amid softer companion-animal demand and reduced guidance. Burry said Zoetis has “always caught my admiration” but is now “extremely out of favor,” lacking a COVID boost, an AI connection or any market “mojo” at the moment.&nbsp;On Stocktwits, retail sentiment toward Zoetis remained ‘bearish’ over the past week as message volume fell 75%, though the ticker’s watcher base grew 9% over the past month. Meanwhile, sentiment toward Sprouts improved to ‘neutral’ from ‘bearish’ a day earlier but remained below the ‘bullish’ level recorded a week ago, while message volume declined 67% and its watcher base was nearly flat, rising just 0.1% over the month.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-nvidia-physical-ai-pivot-optimus-delays/cZMPEiwRBI8">TSLA Stock Hits Nearly 3-Week High: Nvidia Win Adds Muscle To ‘Physical AI’ Pivot Despite Optimus Delays&nbsp;</a>

 Michael Burry attends "The Big Short" New York screening Ziegfeld Theater on November 23, 2015 in New York City. 

'Big Short' Michael Burry Tunes Out AI ‘Woo-Hoos’ — Finds Opportunity In Copper, QXO And 3 More Stocks

Global X Funds - Global X Copper Miners ETF

United States Commodity Funds LLC - United States Copper Index Fund

Ero Copper Corp

Copper Futures

QXO Inc.

Sprouts Farmers Market Inc

Zoetis Inc - Ordinary Shares - Class A

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52-Week High	$6.93
Volume	72,116
Contract Size	25,000 pounds
Initial Margin	$11,000
Months Traded	Mar, May, Jul, Sep, Dec

52-Week Low	$4.95
Exchange	COMEX
Tick	$0.0005 per pound ($12.50 per contract)
Maintenance Margin	$10,000
Trading Hours	5:00p.m. - 4:00p.m. (Sun-Fri) (Settles 12:00p.m.) CST

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