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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as investors react to bullish catalysts including positive regional delivery growth, production scaling for robotics, and market sentiment surrounding the company's integration into broader AI and autonomous infrastructure ecosystems. The community is actively debating the stock's high valuation against future growth potential, with traders closely monitoring key breakout levels and options activity as the ticker experiences significant volatility.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is facing significant market volatility as investors weigh record-breaking revenue growth and strong brand performance against macro pressures and sector-wide sentiment shifts. While the community remains deeply divided, many are focused on the stock's oversold technical levels and are actively debating whether the recent price action reflects a structural disconnect from fundamentals or a temporary rotation into other momentum-driven sectors.

Twin Vee PowerCats Co. engages in the design, manufacture, and sale of recreational and commercial power catamaran boats. The firm is focused on designing and developing its products under the ELECTRA Power Sports brand. It operates through the Twin Vee PowerCats and Wizz Banger, Inc. Segments. The Twin Vee PowerCats segment designs, manufactures, and sells recreational and commercial powerboats. The Wizz Banger, Inc. segment refers to a development-stage subsidiary with plans to develop an innovative online marketplace leveraging artificial intelligence (AI) to transform how customers search for and purchase recreational marine assets. The company was founded by Roger Dunshee in 1996 and is headquartered in Fort Pierce, FL.

Twin Vee PowerCats Co

Twin Vee PowerCats is trending as retail traders target its nano-cap float and tight share structure following a recent reverse stock split. Community members are actively comparing the setup to previous short-squeeze runners, betting that low share availability and minimal short interest could catalyze significant volatility.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is seeing intense retail interest as investors treat it as a high-growth play in the memory and AI infrastructure space, with many comparing it to previous sector runners like Micron and SanDisk. The stock is being driven by strong community excitement around its niche MRAM technology, recent defense contract news, and the potential for a gamma squeeze fueled by its low float and highly active options flow.

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

Sellas Life Sciences is trending as investors debate the timing of long-awaited Phase 3 data for its leukemia candidate, with the community split between concerns over trial delays and optimism regarding potential curative efficacy and institutional positioning. Discussions are currently dominated by intense speculation about an upcoming buyout and whether the lack of an announced event milestone indicates superior patient survival or strategic corporate silence.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following a positive FDA pre-BLA meeting that validated its regulatory pathway for sonelokimab in hidradenitis suppurativa, fueling community excitement over a potential best-in-class label and expedited timeline. Investors are actively discussing upcoming clinical readouts, including 52-week trial data and adolescent-specific results, which many believe will force a major valuation re-rating and solidify the company as a prime acquisition candidate.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending as retail investors focus on the company's dual role in stablecoin infrastructure and its potential as an AI-driven fintech platform, buoyed by positive sentiment around upcoming earnings and legislative developments. Community discussions are heavily centered on the stock's recent volatility, its technical setup for a potential rebound, and the broader institutional adoption of USDC.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as retail investors rally behind the company following regulatory progress that signals a clearer path to commercial deep-sea mining. Community discussion is focused on the potential for a short squeeze and significant valuation growth, with many investors highlighting the stock's role in U.S. critical mineral independence as a key driver for long-term sentiment.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing high volatility as investors weigh the company's strong growth fundamentals and potential tariff relief against sector-wide headwinds and broader geopolitical instability. The community is actively debating whether the recent price decline represents a rare buying opportunity or if ongoing short pressure and sector rotation into other market segments will keep the stock range-bound.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is facing significant downward pressure following its latest earnings report, where market concerns over forward growth guidance and compressed margins overshadowed strong revenue figures. The community is sharply divided, with some investors viewing the pullback as a prime buying opportunity for a long-term compounder, while others remain bearish, citing valuation concerns and potential threats from AI-driven commerce models.

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<ul class="summary-bullets"><li>Burry added that even if these parabolic rallies appear to have further upside, investors holding on are ultimately betting on their ability to exit at or near the peak.</li><li>He stated that the Nasdaq 100’s real price-to-earnings ratio is closer to 43x than the 30x Wall Street touts.</li><li>Burry also added that investors who have benefited from the massive run-up in high-momentum stocks should consider taking profits while gains remain elevated.</li></ul>Michael Burry on Monday reiterated his warning about a potential AI bubble, stating that he expects a complete reversal of the Nasdaq 100 index from its current levels.“The Big Short” investor stated in a Substack&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-197176852">post</a> that the Nasdaq 100 is currently trading at levels that are too good and too lucky to be real. “This, all of it, is the scene of the bloody car crash, minutes before it happens,” Burry said.He added that even if these parabolic rallies appear to have further upside, investors holding on are ultimately betting on their ability to exit at or near the peak.<h2 class="st-heading-2">Burry Warns History Is Repeating Itself</h2>Burry warned that history is repeating itself in the stock market and that it is not a good thing.“In the next two days, I will release a valuation exercise that seems to suggest almost no tech stock, not even bombed out software stocks, are inexpensive when held to strict accounting standards, more strict and more forensic in nature than GAAP,” he said.He also stated that the Nasdaq 100’s real price-to-earnings ratio is closer to 43x than the 30x Wall Street touts.Beyond stock-based compensation, he said investors should also account for issues tied to depreciation practices, construction-in-progress spending, M&amp;A expenses, capital leases, and other adjustments needed to determine true owner earnings rather than relying solely on GAAP net income.“In addition, there are the future write-downs, such as Nvidia’s growing contracts with TSMC, securing over one hundred billion dollars of capacity at TSMC. CSCO in 2001 and 2002 wrote down years of its best earnings when it had to write off the same types of contracts with its suppliers,” Burry said.<h2 class="st-heading-2">Burry Recommends Investors Take Profits</h2>Burry also added that investors who have benefited from the massive run-up in high-momentum stocks should consider taking profits while gains remain elevated.He cautioned that short selling is not suitable for most investors, noting that put options are expensive. The investor said that directly shorting stocks can still be highly painful in the current market environment.For most investors, however, he suggested reducing overall stock exposure, particularly to technology and high-momentum names experiencing parabolic rallies.“History tells us that even if the party goes on for another week, month, three months, or year, the resolution will be to much lower prices,” he added.<h2 class="st-heading-2">Burry Adds Nvidia Puts</h2>Burry stated&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-doubles-down-nvda-qqq-puts-ai-trade-dot-com-bubble/cZXbJmJRefp">last week</a> that he has added to his Nvidia January 2027 puts at a strike price of $115 and March 2027 puts at a strike price of $125.He also added to his QQQ puts for January 2027 at a strike price of $550, while loading up on SOXX short for January 2027 at a strike price of $330.The Invesco QQQ Trust (QQQ) is up 16% year-to-date, while the iShares Semiconductor ETF (SOXX) is up 73%.The Direxion Daily Semiconductor Bear 3X Shares ETF (SOXS) is down 87% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aspi-stock-in-focus-race-non-russian-haleu-supply/cZXaEeKReh7">ASPI Stock Back In Focus Amid Race For Non-Russian HALEU Supply — Retail Points To Semiconductor Chip Opportunity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Michael Burry Warns Of A Complete Reversal Of Nasdaq 100: 'Scene Of The Bloody Car Crash, Minutes Before It Happens'

“The Big Short” investor stated in a Substack post that the Nasdaq 100 is currently trading at levels that are too good and too lucky to be real.

Equity

Wall Street strategist explains how to navigate an ’AI Bubble’

Investing.com -- The latest Sevens Report on Friday warned that a divergence between AI chipmakers and the broader equity market may be signaling early risks of an “AI bubble,” advising investors to monitor the semiconductor sector for signs of a market peak.

Buy gold, crypto and China, tread carefully on rich U.S. tech: BofA’s Hartnett

Investing.com -- Global equities took in $19.6 billion and bonds added $19.2 billion in the week through July 30, continuing one of the strongest flow years on record, according to Bank of America (BofA).

Semiconductor cos to likely posts earnings beat, says Oppenheimer as it bumps PT

Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth. It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon. Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and  Monolithic Power  Systems Inc (NASDAQ:MPWR).

Tech rally has legs amid rising AI adoption, says UBS

Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.

Cantor bullish on analog stocks near-term, but challenges remain through year-end

Investing.com -- Cantor Fitzgerald has turned bullish on analog semiconductor stocks in the near term, pointing to improving cyclical indicators and favorable investor positioning.

Nvidia (NVDA) CEO Jensen Huang praised the custom chip powering Nintendo’s (NTDOY) upcoming Switch 2 console on Tuesday, calling it the most advanced graphics solution ever developed for a mobile device.In a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/NintendoAmerica/status/1929886108113932624">video</a> posted by Nintendo ahead of the console’s launch Thursday, Huang said the Switch 2 integrates “three breakthroughs”–full hardware ray tracing, high dynamic range support, and a new architecture enabling backward compatibility.“It’s unlike anything we’ve built before,” Huang said. He added that the console includes dedicated artificial intelligence processors to “sharpen, animate, and enhance gameplay in real time.”Huang didn't mention any specifications but said that Switch 2 would have "the most advanced graphics ever in a mobile device."Huang also credited former Nintendo CEO Satoru Iwata for the vision behind the hybrid system. “Switch 2 is more than a new console,” he said. “It’s a new chapter worthy of Iwata Son’s vision.”The two companies began collaborating in 2015, when Nintendo selected a prototype based on Nvidia’s Tegra X1 system-on-chip (SoC) to power the original Switch. At the time, Huang described the relationship between the two companies&nbsp;as potentially lasting 20 years, given Nintendo’s history of sticking with hardware partners for the long haul.That custom chip helped enable the Switch’s hybrid form factor and has been included in all 132 million units sold since the console's 2017 debut.Nvidia dedicated what Huang previously described as “several hundred engineering years” to customizing the SoC and logic board for Nintendo’s needs. Nintendo acquired the intellectual property and used it as the basis for its hardware.While Nvidia no longer breaks out Tegra revenue separately, the business generated $1.45 billion in fiscal 2020, accounting for 13% of the company’s total.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> was up 3% in midday trade on Tuesday. The shares have gained 4% this year and 24% over the past 12 months.&nbsp;<a href="https://stocktwits.com/symbol/NTDOY">Nintendo’s stock</a> edged 0.1% higher in midday trade. The shares have jumped nearly 40% this year and 50% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-android-power-faces-new-threat-from-samsung-perplexity-talks/chkrJ8dRbvj">Google’s Android Power Faces New Threat From Samsung-Perplexity Talks, Says BofA</a>

 President and CEO of Nvidia Jensen Huang speaks on AI at the return of American manufacturing at the Hill and Valley Forum at the U.S. Capitol on April 30, 2025 in Washington, DC. (Photo by Kevin Dietsch/Getty Images)

Jensen Huang Says Nvidia’s Chip For Nintendo Switch 2 Is ‘Unlike Anything We’ve Built Before’ 

Huang credited former Nintendo CEO Satoru Iwata for the vision behind the hybrid system, calling the Switch 2 a “new chapter worthy of Iwata Son’s vision.”

Chip stocks slide on Trump plan to expand China tech restrictions

Investing.com -- Chip stocks slid lower on Monday on reports that the Trump administration is preparing to tighten restrictions on China’s tech sector by expanding existing rules to include subsidiaries of sanctioned firms.

Equity flows: U.S. large caps, gold see records; small caps, real estate hit lows

Investing.com -- U.S. equity funds recorded their first inflow in five weeks, while money market funds saw sizable outflows, suggesting a risk-on shift among investors.

Bernstein on Trump changing AI diffusion rules: ’Nothing is surprising anymore’

Investing.com -- The Trump administration is reportedly considering changes to the Biden-era AI export rules, a move that Bernstein analysts say could worsen an already problematic framework for chipmakers like Nvidia (NASDAQ:NVDA).

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