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Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is facing significant volatility as investors weigh strong quarterly growth and major contract wins against mounting concerns regarding AI-driven disruption to the broader software sector. While the community remains deeply divided between those viewing the pullback as a structural repricing and those treating the current price as a long-term entry point, the stock is struggling to maintain support amidst intense selling pressure and a sector-wide rotation away from high-multiple SaaS names.

What is DAG? In more traditional blockchains, the host provides the food/drinks (i.e resources) for this party. And when the guests arrive, the amount of resources can only accommodate so many people, the portions are small and then everything eventually runs out and the party ends. Think Constellation DAG like a potluck (a party where everyone brings food/drinks). With every added guest (node to the network), the more resources the party has to keep going. This is the nature of Constellation, a distributed system that scales horizontally.  Is Constellation a Blockchain? Not exactly. Although inspired by the principles of decentralization, many standard blockchains such as Bitcoin and Ethereum face scalability issues. This is why the next, generation of decentralized networks such as Hashgraph, IOTA, and Constellation have turned to DAG.  What is a Microservice? “Microservices” is an approach to application development in which a large application is built as a suite of modular services. Each module supports a specific business goal and uses a simple, well-defined interface to communicate with other sets of services. Uber, for example, is not a singular app purse. It is a unified app which means it is a single interface that brings together their driver app, their rider app, and their corporate team app.

Constellation

Constellation (DAG) is attracting significant community attention due to its focus on enterprise-grade data validation and its existing contracts with U.S. defense agencies. Investors are highlighting its unique DAG-based architecture as a scalable alternative to traditional blockchains, positioning it as a key infrastructure play for the growing AI and secure data integrity sectors.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor (TAO) is experiencing significant market volatility and community debate following the unexpected exit of a major subnet operator, which sparked concerns over network centralization. While some investors are viewing the price correction as a strategic accumulation opportunity to lean into the long-term AI infrastructure narrative, others are expressing caution regarding potential governance risks.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is facing significant downward pressure and all-time lows as investors weigh a disappointing Q1 production and delivery miss against the company's long-term pivot toward a new midsize EV platform and robotaxi initiatives. While some in the community see the current valuation as a potential long-term entry point, others are aggressively betting against the stock, citing ongoing cash burn, recurring vehicle recalls, and concerns over management's ability to execute on its ambitious multi-year roadmap.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing high volatility as the stock reacts to an expanded multi-year compute deal with Meta and a new partnership with Anthropic. While the community is actively debating the stock's long-term potential in AI infrastructure, enthusiasm is tempered by concerns over the concurrent announcement of a $3.5 billion convertible note offering and its potential for shareholder dilution.

Renaissance Capital Greenwich Funds - Renaissance IPO ETF

The IPO market is currently experiencing a significant surge in activity, driven by a wave of high-profile filings from major technology and financial services companies. Market participants are actively debating the sustainability of this momentum, weighing strong investor interest in emerging AI and crypto sectors against concerns regarding valuation premiums and liquidity conditions.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently at the center of a high-stakes tug-of-war between institutional short-sellers like Michael Burry and bullish retail investors fueled by a public endorsement from President Trump. The community is sharply divided, debating whether the recent price volatility represents a structural AI software correction or a temporary dip driven by competing narratives, while traders closely watch for the impact of massive government contracts on the stock's long-term momentum.

Cantor Equity Partners II, Inc. is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. The company was founded on November 11, 2020 and is headquartered in New York, NY.

Cantor Equity Partners II Inc. - Ordinary Shares - Class A

Cantor Equity Partners II Inc

Cantor Equity Partners II is gaining attention as a pure-play infrastructure bet on the tokenization of real-world assets through its pending merger with Securitize, which has drawn high-profile institutional backing from major firms like BlackRock and Goldman Sachs. Community sentiment is largely bullish, with investors focusing on the company's regulatory compliance and strategic partnerships as long-term catalysts for growth.

One & One Green Technologies, Inc. engages in the recycling, production, and trading of recycled scrap metals. Its products include copper alloy ingot, recycled aluminum, recycled tin, recycled zinc, recycled iron, and plastic beads. The company was founded on April 17, 2024 and is headquartered in Bulacan, Philippines.

One and one Green Technologies. Inc - Ordinary Shares - Class A

One and One Green Technologies Inc

YDDL is currently in focus following a volatile Nasdaq debut that featured a sharp intraday slide alongside a follow-on offering priced at $7.50. The community is actively debating the stock's long-term potential as a circular economy play in the e-waste and secondary metals space, with many investors weighing the company's growth contracts and lack of debt against the recent price correction and warrant dilution concerns.

RaveDAO is a global community uniting music, technology, and purpose. Since their first sold-out event at Dubai 2024, they have expanded across Europe, the Middle East, North America, and Asia, hosting world-class experiences with over 100,000 total attendees and 3,000+ attendees for each event.  RaveDAO has worked with top-tier artists like Vintage Culture, Don Diablo, Chris Avantgarde, Lilly Palmer, MORTEN, Bassjackers, and GENESI and has support from Binance, OKX, Bitget, and Polygon. RaveDAO is redefining live entertainment in Web3 and has active partnerships with 1001Tracklists, AMF, and Warner Music.  Beyond the dance floor, RaveDAO channels energy and attention toward impact. In 2025 alone, proceeds from its events helped restore sight to 400+ cataract patients in Nepal and fund over 150 meditation programs across the U.S.

RaveDAO

RaveDAO is experiencing significant trading momentum and social media interest as investors speculate on potential major corporate partnerships and a record-breaking price rally. While bulls point to the project's decentralized event ecosystem and active accumulation as catalysts for growth, others warn of volatility and the risks associated with rapid profit-taking in a highly speculative market.

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<ul class="summary-bullets"><li>Burry said that the decision to buy puts instead of shorting was to limit maximum loss and time decay.&nbsp;</li><li>However, Wall Street analysts are betting big on Nvidia, with 57 out of 60 analysts covering the stock having a rating of ‘Buy’ or higher on the company, as per Koyfin.&nbsp;</li><li>Meanwhile, Burry revealed expanded positions in GameStop stock, as well as Chinese companies JD.com and Alibaba Group.</li></ul>Contrarian investor Michael Burry, best known for betting against the U.S. housing market before the 2008 financial crisis, said on Friday that he had added to Nvidia Corp. (NVDA) puts, while increasing his stake in GameStop Corp. (GME).In a Substack <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-193807821">post</a> on Friday, Burry said that he bought January 2027 puts at a strike price of $115. “Implied Volatility is high, so I thought about shorting it outright,” Burry said, adding that the decision to buy puts instead was to limit maximum loss and time decay.Put options are derivative instruments that give the buyer the right, but not the obligation, to sell an asset at a predetermined, fixed price. They are typically used to profit from stock price declines, indicating a bearish position.Meanwhile, the investor also said that he had purchased GME shares, adding to an existing position.<h2 class="st-heading-2">Burry On Nvidia</h2>The latest announcement from Burry doubles down on the investor’s bearish outlook on the semiconductor company. In earlier <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/p/the-blessed-fraud-recurrence">posts</a>, Burry has argued that Nvidia is "simply the purest play," criticizing the company’s dependence on hyperscaler spending and also cited inventory problems in the current AI buildout.“So shorting it is cheap, and its puts are cheaper than some of the other big shorts out there that are more doubted,” he previously said.Burry has also compared <a href="https://stocktwits.com/news-articles/markets/equity/why-ibrx-stock-rising-today-anktiva-bcg-trial-results/cZTGaHXRIbM">Nvidia to Cisco Systems Inc.</a> (CSCO) at the height of the dot-com bubble, highlighting issues with its purchase commitments.“The other way I think about it is that I am short at about 3% of notional value, and borrowing costs could easily get that high or higher if NVDA really starts falling. I also own NVDA January 27 Strike 100 Puts from earlier, and I continue to hold those,” Burry said in the latest post.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_11_at_12_50_43_AM_png_f0736a8af5.webp" alt="Screenshot 2026-04-11 at 12.50.43 AM.png" width="1449" height="1182"><figcaption>Screenshot of Michael Burry's Nvidia positions | Source: Cassandra Unchained Substack</figcaption></figure><h2 class="st-heading-2">Nvidia Bettors</h2>Meanwhile, other Wall Street investors are betting big on Nvidia. Dan Ives, managing director at Wedbush Securities, has backed the chipmaker aggressively, calling it <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-is-massively-underestimated-says-dan-ives-ahead-of-q4-earnings/cZRyQOqRIGV">massively underestimated</a> and terming the company’s chips “the new gold, the new oil” of the world.Morgan Stanley’s Joseph Moore has also named Nvidia as its l<a href="https://stocktwits.com/news-articles/markets/equity/morgan-stanley-reinstates-nvidia-top-chip-pick-surprisingly-good-entry-point/cZd3EjURIcv">eading semiconductor pick</a>. Moore said concerns over how long the company can sustain its rapid growth have pressured the stock, but he expects sentiment to turn more positive as investors refocus on its longer-term earnings outlook, especially for fiscal 2027.The company has <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-q4-2026-earnings-smash-estimates-as-ai-demand-drives-optimistic-outlook/cZRyKrSRIGs">projected a strong Q1</a> 2027 revenue forecast of around $78 billion, above estimates of about $71.6 billion.According to data from Koyfin, 57 out of 60 analysts covering NVDA stock have a rating of ‘Buy’ or higher on the company. <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> have gained more than 75% in the past year.Meanwhile, on Stocktwits, retail sentiment around NVDA shares has improved from ‘extremely bearish’ to ‘bearish’ territory over the past 24 hours.<h2 class="st-heading-2">What’s Burry Betting On?</h2>Meanwhile, Burry revealed expanded positions in GME stock, as well as Chinese companies JD.com Inc. (JD) and Alibaba Group Holding (BABA), which he bought as American Depositary Receipts in New York.“In a market crash, I believe Ryan (CEO) could move fast to deploy cash, which would be a catalyst, and I do not see much downside from here, as described in Final Stop GameStop. Corporate governance is as good as it gets if one is ok with a benign dictator,” Burry said about GameStop.The investor said that Alibaba was a new position, at slightly more than 6%, and JD was a significant add. “The shares have been weak lately, providing an attractive entry point,” he said. Burry also bought shares of fintech company Fiserv Inc. (FISV).<a href="https://stocktwits.com/symbol/gme">GME stock</a> has risen nearly 12% so far this year, while <a href="https://stocktwits.com/symbol/fisv">FISV stock</a> has declined more than 14% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

‘The Big Short’ Burry Adds Nvidia Puts, Buys GameStop, JD.com, Alibaba

In a Substack post on Friday, Burry said that he had bought Nvidia January 2027 puts at a strike price of $115. 

Equity

JD.com, Inc. (JD) Gains But Lags Market: What You Should Know

JD.com, Inc. (JD) closed the most recent trading day at $29.05, moving +2.07% from the previous trading session.

Stock Traders Purchase High Volume of JD.com Call Options (NASDAQ:JD)

JD.com, Inc. (NASDAQ:JD - Get Free Report) saw unusually large options trading activity on Wednesday. Investors bought 217,649 call options on the stock. This is an increase of 268% compared to the average volume of 59,163 call options...

Is It Worth Investing in JD.com (JD) Based on Wall Street's Bullish Views?

According to the average brokerage recommendation (ABR), one should invest in JD.com (JD). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

JD.com, Inc. (NASDAQ:JD) Given Average Recommendation of "Moderate Buy" by Brokerages

Shares of JD.com, Inc. (NASDAQ:JD - Get Free Report) have earned an average rating of "Moderate Buy" from the sixteen research firms that are covering the firm, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, four have given a hold rating and eleven have issued a b...

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JD.com, Inc. (JD) Stock Sinks As Market Gains: Here's Why

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Range Financial Group LLC Takes Position in JD.com, Inc. $JD

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JD.com, Inc. $JD Shares Acquired by Exchange Traded Concepts LLC

Exchange Traded Concepts LLC lifted its stake in shares of JD.com, Inc. (NASDAQ:JD - Free Report) by 21.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 211,139 shares of the information services provider's stock aft...

BABA's Quick Commerce Surges: Is Margin Pressure Set to Persist?

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JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

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