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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.

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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.

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.

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.

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.

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.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Agility Robotics Inc.

Agility Robotics Inc. - Ordinary Shares - Class A

Post-merger selling in Agility Robotics is drawing attention, with traders pointing to typical de-SPAC volatility and questioning the companys steep losses, limited revenue, and path to commercial scale. Some remain bullish on humanoid robotics and the companys reported orders, but the discussion is dominated by skepticism about valuation and near-term execution.

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.

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.

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Stripe, Advent to Buy PayPal in a $53B Deal? ETFs in Focus

Stripe and Advent have made a $53B bid for PayPal, lifting PYPL shares and putting fintech ETFs like PYPU, FINX and IPAY in the spotlight.

Michael Burry Says $53B Offer For PayPal Is 'Simply Too Low' – ‘The Big Short’ Investor Expects Higher Bid

Equity

Michael Burry estimates PayPal's intrinsic value at between $75 and $115 per share under different valuation scenarios, with his preferred estimate near $100.


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<ul class="summary-bullets"><li>Burry said Stripe and Advent International's $53 billion offer for PayPal values the company at only a 21% premium per his IV15 valuation methodology.</li><li>Burry believes the proposal is only an opening bid and expects the buyers to raise their offer.</li><li>He added he’s not selling his PayPal shares at the current offer price.</li></ul>‘The Big Short’ investor Michael Burry said on Wednesday that the $53 billion buyout offer for PayPal (PYPL) from payments company Stripe and private equity firm Advent International is “just too low.”In his latest Substack post, Burry stated that he believes the offer is only an “opening bid” and that it is poised to rise. “The company is well below intrinsic value, and any successful bid should be well above the intrinsic value to account for the control premium,” Burry wrote.<blockquote>“$60.50 is just too low. I am not selling, and I believe it is only an opening bid.” – Michael Burry, Former Founder of Scion Asset Management</blockquote><a href="https://stocktwits.com/symbol/PYPL">PYPL’s stock</a> jumped over 18% in pre-market trade and is on track to hit near 6-month highs. It was among the top trending tickers on Stocktwits, with retail sentiment jumping to ‘extremely bullish’ from ‘bullish’ territory over the past day. Chatter around PayPal’s shares remained at ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/PYPL_2026_07_15_06_16_53_png_9c261827b9.webp" alt="PYPL_2026-07-15_06-16-53.png" width="1772" height="948"><figcaption>PYPL stock performance year-to-date. | Source: TradingView</figcaption></figure><h2 class="st-heading-2">Burry Says PayPal Bid Undervalues The Business</h2>PayPal closed at $47.37 on Tuesday, which puts the proposed $60.50 offer at roughly a 28% premium to the market price.Using his own valuation methodology, however, Burry stated the bid is only about 21% above PayPal's "IV15," which he believes is insufficient for a transaction that transfers control of the company. "A control premium should take any buyout well above IV15, and 21% more is not nearly enough," he wrote.Burry said the buyout proposal itself reinforces his long-held view that PayPal is trading below its intrinsic value. "PayPal is one of the cheapest quality businesses in the portfolio," he wrote, adding that he has no intention of tendering his shares at the current offer price.Retail traders on Stocktwits echoed Burry’s sentiment that Advent and Stripe's offer to buy out PayPal was too low.<stembedurl>https://www.stocktwits.com/bachor/message/659077830</stembedurl><stembedurl>https://www.stocktwits.com/JuiceAmsterdam/message/659077375</stembedurl><h2 class="st-heading-2">How Burry's IV Framework Values PayPal</h2>Burry values companies using a system he calls "IV" (intrinsic value) paired with a number representing a target earnings multiple. In this context, IV15 means the price a minority shareholder should be willing to pay based on 15 times his estimate of the company's true owner earnings, with no premium for control baked in.&nbsp;IV8 and IV10 work the same way, just using 8x and 10x multiples instead, numbers Burry treats as closer to what the business is actually worth once you account for its full earning power, not just where the market happens to be pricing it today.By his estimate, PayPal's IV10 sits at $75 to $80 per share, and its IV8 at $110 to $115. Since a full buyout should typically go well beyond a company's per-share intrinsic value, to compensate the seller for handing over control of its cash flows and operations, Burry stated that a fair offer should land somewhere between $75 and $115, with his best estimate landing around $100."With control over the cash flows, those businesses and the personnel, the new owner will have many levers to increase value and make for a better overall business," he wrote, explaining why the buyers like Stripe and Advent should be paying more.<h2 class="st-heading-2">Burry calls IBM Selloff An Overreaction</h2>On IBM, which suffered its worst single-day stock drop since at least 1968 on Tuesday, Burry stated the selloff was an overreaction to a volatile but historically normal swing in the company's mainframe business.IBM’s stock was among the top trending tickers on Stocktwits at the time of writing. The shares fell over 25% on Tuesday after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-stock-tanks-to-2-month-lows-in-pre-market-ceo-says-company-faltered/cZZbDWbR7ps">reduced its guidance</a> for the second quarter (Q2) and slashed revenue estimates to below Wall Street expectations.&nbsp;On Wednesday morning,&nbsp;<a href="https://stocktwits.com/symbol/IBM/">IBM stock</a> edged 0.89% higher in pre-market trade, with retail sentiment flipped to ‘extremely bullish’ from ‘bearish’ over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_15_063650_png_3468688377.webp" alt="Screenshot 2026-07-15 063650.png" width="1268" height="708"><figcaption>IBM stock retail sentiment on July 15 as of 6:30 a.m. ET | Source: Stocktwits&nbsp;</figcaption></figure>Burry said he is not selling his PayPal shares, despite the offer, and he isn't buying more IBM stock at current prices even with the drop. PYPL’s stock has fallen over 20% this year, while IBM’s stock is down nearly 30%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hca-stock-plummets-after-slashing-2026-guidance-marks-fifth-day-of-losses/cZZRbciR7qB">HCA Stock Plummets After Slashing 2026 Guidance – Marks Fifth Straight Day Of Losses</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A PayPal sign is seen at its headquarters on January 30, 2024 in San Jose, California. (Photo by Justin Sullivan/Getty Images)

‘The Big Short’ investor Michael Burry said on Wednesday that the $53 billion buyout offer for PayPal (PYPL) from payments company Stripe and private equity firm Advent International is “just too low.”

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