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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia shares are under pressure as traders react to the boards investigation into Jensen Huangs admitted affair with a businesswoman reported to have suspected ties to Chinese intelligence, raising concerns about governance, possible information leaks, and Huangs future as CEO. The community is divided between seeing the probe and leadership uncertainty as a serious overhang and treating the controversy as unrelated to Nvidias AI-chip business and a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is under heavy selling pressure ahead of its Q3 earnings report, with traders speculating about a possible leak while others see the decline as pre-report positioning; a leak is unconfirmed. Bulls point to growth and potential upbeat guidance, while bears worry that the Eli Lilly obesity-drug deal could pressure margins and profitability.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics quarterly revenue beat and higher full-year outlook, driven by BRIUMVI growth, are the main focus; shares saw a sharp post-results dip and recovery, prompting debate over a sell the news reaction versus short-driven volatility. Traders are also watching for Phase 3 results on subcutaneous BRIUMVI as a next potential catalyst.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy, focused on the amended upper-limb-function evidence from HOPE-3, is driving attention ahead of the Nov. 22 PDUFA date. Bulls cite the trial data and a letter urging approval from 28 investigators, while skeptics point to FDA scrutiny and the earlier negative advisory-panel vote on the cardiac indication; short-squeeze speculation adds to the debate.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing attention as small caps outperform, with traders describing a possible low-volume short squeeze and rotation into the Russell 2000. Bulls are chasing calls and citing hopes for easing inflation, while skeptics question the moves strength given reported weak flows and limited volume.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels SITC findings on immune activation and viral clearance, alongside its positive Phase 3 prostate-cancer results, are drawing attention as the company prepares a BLA for CAN-2409. Bulls see the data as supportive of the regulatory package, while skeptics question filing and manufacturing execution and warn of a possible sell-the-news reaction.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs rally is drawing attention after Oppenheimer upgraded the stock, while Google Clouds use of EPYC processors in its AI infrastructure added a company-specific catalyst. Traders also point to money rotating from Nvidia amid a CEO-related investigation, though some see the move as sentiment-driven and question AMDs valuation.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

A quarterly earnings shortfall and reduced full-year revenue guidance, tied largely to federal Dedrone drone deployments being delayed, have driven a sharp selloff. Traders debate whether the decline overreacts to a timing issue or reflects high valuation and weaker near-term growth, with some buying the dip and others expecting further downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk shares are rallying sharply ahead of its Q3 earnings report, with traders speculating about short covering and an earnings leak, though neither explanation is confirmed. The move has fueled hopes for a turnaround, while many investors worry that weak results or guidance could erase the gains.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is drawing attention as traders debate whether renewed scrutiny around Nvidia CEO Jensen Huang and alleged China-related chip diversions is weighing on the stock by association; some argue the concerns are speculative or unrelated to SMCI. The debate is sharpened by the stocks weak performance despite recent strong results and raised guidance, with bulls pointing to its valuation and bears citing governance, cash flow, and margin risks.

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MELI Stock In Spotlight: Michael Burry Says The Latin American Tech Giant 'Comes Cheap’ Despite Strong Growth 

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Burry disclosed that he increased his position in MELI around the mid-$1,500 level.


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Neutral Sentiment

<ul class="summary-bullets"><li>Burry noted that the stock rose from 2022 to 2025, while its price-to-sales ratio remained flat.</li><li>He emphasized that investors did not increase valuation multiples despite steady growth.&nbsp;</li><li>Last week, Goldman Sachs reduced its price target on MercadoLibre to $2,100 from $2,440.</li></ul>Mercado Libre Inc. (MELI) stock drew attention after the “Big Short” fame investor, Michael Burry, highlighted the company’s sustained share-price rally with a largely unchanged price-to-sales multiple between 2022 and 2025.&nbsp;He believes that the stock may still be undervalued despite years of strong execution.<h2 class="st-heading-2">MELI’s Valuation vs Growth Divergence</h2>In his Substack&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-198313595">post</a>, Burry showed a chart suggesting that, although the Latin American e-commerce company grew revenue strongly, its valuation remained low, pointing more to a changing investor mood than to weaker business performance.In the post, Burry noted that the stock kept rising for several years even though its price-to-sales ratio did not change much, suggesting a gap between growth expectations and valuation.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_15_jpg_9057c0588c.webp" alt="fiscal-ai-chart-export (15).jpg" width="2160" height="2160"></figure>The chart breakdown pointed to a rare pattern: while the share price advanced meaningfully from 2022 through 2025, the price-to-sales ratio stayed unusually stable. That combination typically signals accelerating top-line performance. In this case, it also suggested investors were not aggressively re-rating the business despite consistent growth.“Mercado Libre (MELI) is a clean long-term winner, and the stock comes cheap because it is not based in the United States and does not operate in the United States,” Burry said.&nbsp;Michael Burry said he added MELI to his portfolio at the mid-$1,500 range, describing it as a modest allocation.<a href="https://stocktwits.com/symbol/MELI">Mercado Libre stock</a> edged 0.06% lower overnight, ahead of Tuesday.&nbsp;&nbsp;<h2 class="st-heading-2">MELI’s Q1 Performance&nbsp;</h2>Earlier this month, Mercado Libre delivered strong top-line growth, even as profitability came in slightly below expectations. For the fiscal first quarter, the company reported revenue of $8.85 billion, marking a 49% increase year over year. Earnings per share (EPS) came in at $8.23.&nbsp;While sales surpassed Wall Street’s forecast of $8.3 billion, EPS fell short of the expected $8.47, according to Fiscal AI data, reflecting margin pressure despite strong demand.<h2 class="st-heading-2">Analysts Cut Targets Despite Strong Q1</h2>Following the Q1 earnings, a slew of Wall Street analysts revised their outlook, prompting discussions over its growth trajectory and margin pressure. Last week, Goldman Sachs reduced its price target on MercadoLibre to $2,100 from $2,440, while maintaining a ‘Buy’ rating, as per TheFly.&nbsp;UBS also cut its price target to $1,750 from $2,050, keeping a ‘Neutral’ stance. Meanwhile, JPMorgan adjusted its price target to $1,900 from $2,100 and held its ‘Neutral’ rating.&nbsp;MELI stock has declined by over 21% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nke-nclh-gis-stocks-hit-52-week-lows-today-why-are-these-consumer-firms-crashing/cZXuO3lReZR">NKE, NCLH, GIS Stocks Hit 52-Week Lows Today: Why Are These Consumer Firms Crashing?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a MercadoLibre, Inc. logo is seen on a smartphone screen.

Mercado Libre Inc. (MELI) stock drew attention after the “Big Short” fame investor, Michael Burry, highlighted the company’s sustained share-price rally with a largely unchanged price-to-sales multiple between 2022 and 2025.&nbsp;He believes that the stoc

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Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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