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Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp after-hours drop drew attention as traders linked the move to the FAAs nationwide ground stop after communications problems, while speculation about a cyberattack or AI involvement remained unverified. The discussion also reflected wider pressure on tech and AI stocks tied to uncertainty around Nvidia, with traders divided between seeing the selloff as an overreaction and expecting further weakness.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summits FDA review of ivonescimab for EGFR-mutated lung cancer is driving a binary-outcome debate over approval versus a possible rejection or request for more evidence. Bulls point to strong progression-free-survival results and encouraging survival trends, while bears focus on the FDAs stated need for statistically significant overall-survival evidence; recent weakness has also prompted speculation about a negative outcome, though traders say price action alone is not proof.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

The upcoming Phase 3 REGAL trial readout for SELLASs AML treatment GPS dominates discussion, with traders focused on the binary clinical catalyst. Bulls anticipate strong results, while skeptics cite the stocks sharp volatility and warn of failure risk or a sell-the-news reaction; claims of short-term manipulation remain speculation.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians volatile, weak share performance is driving debate, with traders blaming heavy short-selling and persistent selling pressure while bulls point to improving deliveries, the R2 ramp, and upcoming autonomy developments. Sentiment remains split between concern over cash burn and execution and hopes that the companys growth initiatives can improve its outlook.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

Reports of an FAA nationwide ground stop tied to air-traffic-control communications problems are drawing attention to AAL, with traders discussing possible departure delays and rerouting. Some characterize the disruption as brief, while speculation about its cause remains unverified.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Reported takeover discussions involving Silver Lake and Saudi Arabias PIF are driving speculation, though no deal is confirmed; traders disagree over whether a potential offer would undervalue Unity. The interest is reinforced by strong quarterly results and the companys first GAAP-profitable quarter, with bullish call activity and breakout chatter alongside skepticism about the rally.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius selloff is being tied to its earnings outlook and delays in activating third-party data-center capacity, which push expected revenue into a later period and have prompted analyst price-target cuts. Traders are divided between viewing the execution and heavy-capex concerns as a reason for further downside and treating the drop as an overreaction, with broader weakness in AI and neocloud stocks adding pressure.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos stronger-than-expected quarterly results and raised full-year outlook, driven largely by demand for its Wegovy pill, have fueled renewed buying interest. Traders are debating whether the oral drugs momentum can support a sustained recovery amid Lilly competition and concerns about Novos execution.

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

Jensen Huangs abrupt departure is driving debate over Nvidias leadership transition, with traders speculating about his return and possible successors while others worry about leadership uncertainty and scrutiny of chip exports to China. Bulls argue Nvidias business remains strong and point to earnings, while bears see unresolved risks weighing on confidence.

HawKeye 360, Inc. engages in the provision of defense technology. It offers spectrum monitoring, maritime intelligence, air defence radar monitoring, GNSS interference detection, and communications mapping. Its costumers include a wide range of commercial, government and international entities. The company was founded by Charles T. Clancy, Robert G. McGwier, Chris DeMay and John Serafini in 2015 and is headquartered in Herndon, VA.

HawkEye 360 Inc.

HAWK is drawing attention after reporting record third-quarter revenue and raising its full-year outlook, with traders also highlighting international growth, contract demand, and plans for lower-cost satellites. The community reaction is broadly bullish on the results and rally, though claims of institutional accumulation and further upside remain speculative.

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Michael Burry Sees Nvidia Becoming ‘A Heck Of A Trade’ — Reveals His 2 Biggest Bets And Where He’s Buying More

Equity

MercadoLibre and Temple & Webster are his two largest positions, each accounting for over 10% of his portfolio.

Leaner and Meaner: Are UNH's Profits Getting Bigger? Buy Now?

UnitedHealth's profits are rising despite fewer members and lower Optum Health sales, as higher margins and pricing discipline fuel a recovery amid medical-cost risks.

Cigna Q3 Earnings Top Estimates on Cigna Healthcare Strength

CI beats Q3 earnings estimates as Healthcare strength and favorable drug mix fuel revenue growth, prompting management to raise its 2026 EPS outlook.

Michael Burry’s Substack Turns One: He Says A Year Is ‘Useless’ For Judging Skill — Here’s How His Stock Picks Have Fared 

Investing equally in Burry’s four early picks would have lost about 22%, while the S&P 500 gained nearly 11%.

Lucie and CHOICE Broaden the Growth Runway for Oscar Health

Oscar Health is broadening its growth beyond ACA insurance through Lucie and CHOICE, adding fee-based opportunities as its shares rise 116% year to date.

Centene to Report Q3 Earnings: Buy, Sell or Hold the Stock?

CNC's Q3 earnings may face pressure from declining memberships and rising costs, even as improving margins and a 70.7% stock rally offer reasons for optimism.

Molina (MOH) Surpasses Q3 Earnings and Revenue Estimates

Molina (MOH) delivered earnings and revenue surprises of +23.61% and +1.42%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Molina (MOH) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Molina (MOH) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Molina Healthcare Reports Third Quarter 2026 Financial Results

Molina Healthcare, Inc. (NYSE: MOH) (the Company) today reported third quarter 2026 GAAP income per diluted share of $0.73 and adjusted income per diluted share of $0.89. Financial results are summarized below: Three months ended Nine months ended September 30, September 30, 2026 2025 2026 2025 (In...

What Analyst Projections for Key Metrics Reveal About Molina (MOH) Q3 Earnings

Besides Wall Street's top-and-bottom-line estimates for Molina (MOH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2026.

• Reported GAAP EPS of $0.89 down -51.63% YoY
• Reported revenue of $11.08B down -3.44% YoY
• Molina Healthcare estimates Medicaid enrollment reductions will reduce premium at compounded annual growth of 2% to 3% through 2029, primarily in Medicaid Expansion; 2027 Marketplace premiums are estimated to decrease $1B versus 2026.

Molina Healthcares Q3 2026 net income declined to $38M, membership decreased 14%, and consolidated MCR rose to 92.9% amid a challenging medical cost environment.

Molina Healthcare transitioned MMP members into integrated duals as its Medicare strategic focus, secured Floridas sole-plan award for approximately 120,000 enrollees, and recorded higher Q3 Medicare medical margin with lower MCR.

Molina Healthcare, Inc. engages in the provision of health care services. It operates through the following segments: Medicaid, Medicare, Marketplace, and Other. The company was founded by C. David Molina in 1980 and is headquartered in Long Beach, CA.

Molina Healthcare Inc

Bearish Sentiment

<ul class="summary-bullets"><li>Burry thinks Nvidia could soon offer “a heck of a trade,” though he sees its competitive edge weakening over the next five years.</li><li>He bought more MercadoLibre below $1,500 twice recently and plans to buy again if it drops another 20%.</li><li>He also bought more Adobe and JD.com, saying buybacks should support Adobe and calling JD “forgotten and far too cheap.”</li></ul><a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">Nvidia</a>’s recent selloff has caught Michael Burry’s attention, but he is not rushing to make any long-term holdings. While “The Big Short” investor said Nvidia (NVDA) could soon look like “a heck of a trade,” he still expects its competitive advantage to erode over the next five years. On the other hand, Burry’s latest portfolio commentary revealed MercadoLibre (MELI) and Australian furniture retailer Temple &amp; Webster as his two largest positions.Each accounts for more than 10% of his portfolio, Burry said in his Cassandra Unchained post late Tuesday. He added to MercadoLibre, Adobe (ADBE), JD.com (JD) and long-dated Sprouts Farmers Market (SFM) call options.<h2 class="st-heading-2">NVDA Selloff Catches Burry’s Eye, But Doubts Remain</h2>“I am not tempted as a long-term hold from here, but I imagine the whole market is going to think this is a heck of a trade fairly soon,” Burry said. He does not expect the controversy surrounding CEO Jensen Huang to do much damage to Nvidia’s business. His bigger worry is how long the chipmaker can hold its competitive edge.“Still, I believe Nvidia’s competitive advantage will shrink over the next five years,” he said. He warned that closer scrutiny of Nvidia’s China chip trade and its dealings across the AI industry could hasten the erosion.&nbsp;Nvidia reports earnings next week even as its board investigates reports that CEO Jensen Huang was targeted by a foreign intelligence operation through an affair with a Chinese businesswoman. However, the board has backed his leadership and said it had no reason to believe national security or company secrets were compromised.&nbsp;<h2 class="st-heading-2">Where Burry’s Biggest Convictions Lie</h2>Burry added to MercadoLibre twice recently, buying below $1,500 both times. “I like MELI’s prospects from the $1400s long-term,” he said. “MercadoLibre may head even lower. I expect to make another buy if it gets 20% lower from here.”He has defended the company’s investment spending despite pressure on profits. Third-quarter revenue and financial income rose 45% to $10.75 billion, while operating profit fell 6% to $676 million as shipping, fulfillment and marketing costs weighed on margins.His other largest holding is Australian online furniture retailer Temple &amp; Webster (TPW, TPLWF). “Temple &amp; Webster made a high volume bottom, and has made a turn,” he said. Its fiscal 2026 revenue rose 10.6% to A$664.6 million, while pretax profit fell 20% to A$11.9 million.<h2 class="st-heading-2">Why Burry Is Buying Adobe And JD’s Shares</h2>Meanwhile, Burry added to Adobe after experiencing its pricing power firsthand. “My Acrobat Pro just stopped working, and I had to pay up. So Adobe is playing hardball now,” he said.He sees buybacks supporting the stock at current prices and is comfortable with it staying in the low $200s for a while. He also bought more JD, saying: “JD’s stock is now sitting forgotten and far too cheap.” Both rank behind his two largest positions, alongside Birkenstock (BIRK), Molina Healthcare (MOH), HCA Healthcare (HCA), Fiserv (FISV) and Deckers Outdoor (DECK).<h2 class="st-heading-2">Burry Is ‘Slumming It’ In Consumer Stocks</h2>Burry is keeping Deckers and may add Lululemon (LULU) rather than swap one for the other. “Slumming it both of them, but both are going to be buying back stock and both make plenty of money relative to their current valuations,” he said.He also added to Sprouts call options, though his exposure to these names, Birkenstock and Build-A-Bear Workshop (BBW) leaves little room for more retail bets. LVMH is also still on his radar, but he sees no room for it at its current price.<h2 class="st-heading-2">The AI Risks Burry Still Sees</h2>Burry holds puts on SMH, the Nasdaq-100 index (NDX), Caterpillar (CAT), Oracle (ORCL), MetLife (MET) and Palantir (PLTR).In September, he estimated that Amazon, Meta, Alphabet, Microsoft and Oracle had committed $2.7 trillion to purchases and leases that had yet to start. He put the total above $3 trillion after including other financing arrangements and guarantees.&nbsp;His worry is that equipment could lose value before it is even switched on. “Nvidia GPUs may be economically depreciating waiting in warehouses while GAAP depreciation remains at zero,” he said.Burry stressed that he was not alleging fraud or illegal conduct. “This is a gargantuan bet on gargantuan growth. The risk here for all of this is what happens when the music stops,” he said.In October, Burry questioned Nvidia’s GPU valuations, arguing that they relied on projected rental income rather than actual resale prices. He also challenged the comparison of an eight-year valuation model with a five-year accelerated depreciation schedule.He believes memory shortages have kept rental rates high, leaving older machines exposed to falling rates as supply improves and newer equipment arrives.<h2 class="st-heading-2">China Holdings Stay Put, Housing Bets Get A Review</h2>Additionally, Burry left his Hong Kong basket unchanged apart from adding to JD. Tencent, Meituan, Haier Smart Home, Haidilao and BYD each account for slightly more than 2% of his portfolio. Despite weak Chinese consumer demand, he said the companies continue to make money and gain market share.He also remains long Veeva Systems (VEEV) after removing previously sold calls.A little over a month earlier, Burry swapped his Fannie Mae and Freddie Mac common shares for junior preferred securities. After the midterms, he believes Trump could pursue a resolution of their longstanding situation during his remaining two years. “As yet, this does not mean I need to switch back into the common,” he said. “But I am monitoring the situation and will let you know what I do as soon as I do it.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-state-street-reveals-stake-one-fund-manager-boosted-holdings/cNGDIZnR9J1">SLS Stock Rises After-Hours: State Street Reveals Over 5% Stake — And One Fund Manager Boosted Holdings By Nearly 1,000%&nbsp;</a>

Michael Burry attends "The Big Short" New York Premiere at Ziegfeld Theater on November 23, 2015 in New York City. (Photo by James Devaney/WireImage)

Michael Burry Says Nvidia Could Be ‘A Heck Of A Trade’ — But His Biggest Bets Are Elsewhere

Adobe Inc

Build A Bear Workshop Inc

BIRKENSTOCK HOLDING PLC

Caterpillar Inc.

Deckers Outdoor Corp.

Fiserv, Inc.

HCA Healthcare Inc

JD.com Inc - ADR

Lululemon Athletica Inc

MercadoLibre Inc

Metlife Inc

Nasdaq-100 Index

Oracle Corp.

Palantir Technologies Inc

Sprouts Farmers Market Inc

VanEck Semiconductor ETF

Veeva Systems Inc - Ordinary Shares - Class A

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