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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 is under pressure as traders debate the boards investigation into CEO Jensen Huang following reports of an affair with a woman suspected of ties to China, with some fearing national-security scrutiny or Huangs departure while others see the controversy as overblown. The community is split between continued selling and buying the dip ahead of earnings, with some also pointing to broader tech weakness.

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 pressure after its quarterly report showed an unexpected loss, margin compression and a reduced profit outlook, despite strong revenue growth; traders also point to a sequential subscriber decline. Some investors see the planned Peptides+ launch and Andrew Hubermans board role as potential growth drivers, while skeptics question whether those initiatives can offset profitability and execution concerns.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines quarterly results triggered a sharp selloff despite revenue growth and a higher sales outlook, as gross-margin compression and unchanged profit guidance raised concerns about whether growth is translating into earnings. Traders are divided between viewing the drop as an overreaction and worrying that margin pressure and debt could weigh on the turnaround.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs quarterly report has focused attention on its AI/HPC pivot: traders welcomed debt reduction, a share-repurchase authorization and an initial GPU-services contract, while noting that larger AI tenant leases remain unannounced. Reactions are split over whether the pivot can diversify the business, with skeptics emphasizing the revenue miss, Bitcoin-price exposure and execution risks.

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

A third-quarter earnings beat, stronger-than-expected Q4 guidance, and an expanded buyback authorization sparked a sharp rally that quickly faded as traders weighed managements cautious tone and slowing underlying growth. Bulls see progress toward a turnaround, while skeptics point to declining year-over-year revenue, temporary revenue tailwinds, and doubts about management; the result has been intense debate over whether the report signals recovery or a sell-the-news move.

Pepe (PEPE) is a cryptocurrency launched in 2023and operates on the Ethereum platform. Pepe has a current supply of 413,772,350,095,630.40630647. The last known price of Pepe is 0.00000511 USD and is up 0.93 over the last 24 hours. It is currently trading on 729 active market(s) with $552,678,948.79 traded over the last 24 hours. More information can be found at https://www.pepe.vip/.

Pepe

PEPEs volatile rebounds and repeated tests of a key round-number resistance are drawing attention, with traders often pointing to relative strength when the broader crypto market weakens. Bulls see the bounces as signs of accumulation or a renewed meme-coin run, while skeptics warn the rallies may fade and emphasize the sharp pullbacks.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

TTWO is drawing attention ahead of Grand Theft Auto VIs release, with traders focused on managements report of preorder demand far above expectations and the stocks rebound despite weaker recurring spending and an unchanged bookings outlook. Bulls see the blockbuster as a growth catalyst, while skeptics argue expectations may already be priced in and question whether sales will translate into sustained cash flow.

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 latest SITC immune-response and viral-shedding data for aglatimagene are drawing attention as the company prepares a planned FDA application for its prostate-cancer treatment, following positive Phase 3 results. Bulls see the data as strengthening the filing package, while skeptics focus on submission timing, manufacturing and management transparency; recent share weakness is also attributed by some traders to broader biotech-market pressure.

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

Attention centers on the FDAs Nov. 22 decision on Capricors Deramiocel, with the current application emphasizing upper-limb function in Duchenne muscular dystrophy. The HOPE-3 cardiac datas American Heart Association award and physician support have bolstered bullish sentiment, while concerns about FDA scrutiny and the earlier negative advisory-panel vote on the cardiac indication keep approval uncertain.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics Q3 results, marked by sharply higher revenue and raised full-year guidance, are driving attention and a sharp rally. Many traders welcome the commercial progress, while others question whether it can offset ongoing losses and cash needs, and warn that gains may not hold.

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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Neutral Sentiment

<ul class="summary-bullets"><li>BofA said Nvidia’s uncertainty could benefit AMD and other rivals, but broader China scrutiny could increase sector volatility.</li><li>AMD’s EPYC processors power host servers for Google Cloud’s TPU 8tx, expanding its role in AI infrastructure.</li><li>AMD expects revenue growth above 80% in 2027, with server revenue doubling and data-center AI growing faster.</li></ul>Shares of Advanced Micro Devices, Inc. (AMD) recorded their best session in six months on Monday as investors welcomed fresh support for its AI business, while Michael Burry said he would sit out the trade around Nvidia headlines.<a href="https://stocktwits.com/symbol/AMD">AMD stock</a> jumped 13% to $508.58 on Monday.&nbsp;<h2 class="st-heading-2">Burry Sits Out AMD’s Headline Rally</h2>“AMD up on NVDA headlines but I won't trade that,” Burry wrote in the chat on his Cassandra Unchained Substack,&nbsp;distancing himself from the latest rally in the chipmaker. His caution extends to the broader AI chip industry. In June, he disclosed shorting the iShares Semiconductor ETF (SOXX), citing stretched valuations and concerns about the sustainability of AI infrastructure spending.Last month, Burry consolidated most bearish exposure into Nasdaq-100 and VanEck Semiconductor ETF puts. The NDX contracts were due to expire in April 2027 and the SMH contracts in June 2027, both 20% out of the money when disclosed. SMH included AMD and Nvidia.Burry has also criticized Nvidia’s competitive tactics. In March, he alleged that Nvidia intervened to keep AMD out of an Oracle-related AI infrastructure deal. His interest in AMD nevertheless remained price-dependent. He said last month: “If $AMD were cheaper, it'd be a buy for the treble damages awarded if/when $NVDA is finally prosecuted under antitrust law.”Last week, Burry disclosed selling 25% of his SMH puts while retaining a substantial position. “The SMH put positions even after the sale however have become very large positions,” he said.He also outlined plans to retain puts on Oracle, Palantir, QQQ and Caterpillar. In a subsequent update, he disclosed cutting the Caterpillar puts by 75% after their value roughly quadrupled. Burry was also selectively buying last week, increasing his MercadoLibre position by 50% at prices below $1,500 per share.<h2 class="st-heading-2">Wall Street Backs AMD As Nvidia Faces Scrutiny</h2>Meanwhile, Wall Street remained optimistic on AMD. Oppenheimer upgraded the stock&nbsp;to ‘Outperform’ from ‘Perform’ with a $600 target, implying 18% upside from current levels.&nbsp;“AMD’s server CPU and DCAI success is undeniable,” the firm said. It forecasts 135% data-center revenue growth in 2027, with the segment contributing 85% of sales, and sees favorable pricing in next-gen. deals.Freedom Broker also maintained its ‘Buy’ rating and raised its target to $620 from $460, implying 21.9% upside. The brokerage said Q3 marked AMD’s transition from gaining CPU market share to supplying AI infrastructure at scale.The bullish calls came as Nvidia (NVDA) fell 4% on Monday amid a board probe into CEO Jensen Huang’s alleged affair with a woman reportedly linked to Chinese intelligence. Huang admitted infidelity and pledged to cooperate. Nvidia said it had no reason to believe company secrets or national security had been compromised.BofA called the development a “new overhang, not yet an earnings event.” The firm said AMD, Broadcom (AVGO) and Marvell (MRVL) could benefit from distractions at Nvidia, although wider scrutiny could increase volatility for U.S. suppliers selling to China. BofA maintained its ‘Buy’ rating and $350 Nvidia target, implying 96% upside from last close.<h2 class="st-heading-2">AMD’s AI Ambitions Extend Beyond GPUs</h2>AMD’s fifth-generation EPYC processors power host servers for Google Cloud’s TPU 8tx, helping protect sensitive AI data and model weights during processing. “EPYC's leadership performance and mature ecosystem, proven at scale, have made it the host CPU of choice for custom accelerators,” CEO Lisa Su said during the company’s recent earnings call last week.AMD said EPYC serves more than 10 leading hyperscalers and frontier AI labs, supporting its broader growth ambitions.“Based on our current visibility, we now expect revenue to grow more than 80% in 2027, which is more than twice the long-term financial model we outlined at our Financial Analyst Day last November,” Su said.AMD expects server revenue to double in 2027, with data-center AI growing faster. Data Center could contribute over 80% of company sales next year, while AI revenue within the segment is expected to overtake server CPU revenue in Q4 2026.Early Helios customers include Anthropic, Meta, Microsoft, OpenAI and Oracle. Demand remains ahead of supply, even as AMD plans for a double-digit decline in PC market unit shipments next year.<h2 class="st-heading-2">How Do Retail Traders Feel About AMD?</h2>On Stocktwits, retail sentiment for AMD jumped to ‘extremely bullish’ from ‘bullish’ levels amid a 277% jump in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/amd_ss_c7bf447c9b.png" alt="amd ss.png" width="636" height="342"><figcaption>AMD sentiment and message volume as of November 10 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/seaw/message/668620367">said</a>, “$AMD Current pricing doesn't make sense given the artificial drop before midterms. We first need a bounce back to $550-$600, then price in Q3 earnings and Q4/2027 guidance. Next stop: $800+”<stembedurl>https://stocktwits.com/seaw/message/668620367</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/kevyniner/message/668602864">said</a>, “I truly belive this incident will bring some companies to move some of their business from. Nvda to AMD. This is another pivotal moment for AMD to become the market leader in Semis!”<stembedurl>https://stocktwits.com/kevyniner/message/668602864</stembedurl>AMD stock has risen 137% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-retail-regal-wait-almost-over-what-wall-street-expects-earnings/cNGuE32R971">SLS Stock Rises Overnight: Retail Bets The Regal Wait Is Almost Over — Here’s What Wall Street Expects From Earnings&nbsp;</a>

In this photo illustration Nvidia logos are seen on a laptop screen and the logo of AMD is seen on a smartphone in Ankara, Turkiye on August 20, 2025. (Photo by Ismail Aslandag/Anadolu via Getty Images)

AMD Stock Clocks Best Day In 6 Months —  But Michael Burry Won’t Touch The Nvidia Headline Trade

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AI infrastructure stocks are under pressure this week - what have you been doing?

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Market volatility is being fueled by rumors and reports regarding the unwinding of key AI compute rental deals with major tech partners.

Aggressive retail buying and 'dip' accumulation are clashing with intense short-selling activity and bearish sentiment surrounding recent debt-heavy financings.

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