SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

CarMax, Inc. is a holding company, which engages in the retail of used vehicles and wholesale of vehicle auction operators. It operates through the CarMax Sales Operations and CarMax Auto Finance (CAF) segments. The CarMax Sales Operations segment consists of all aspects of its auto merchandising and service operations. The CAF segment pertains to its finance operation, which offers vehicle financing services to customers buying retail vehicles. The company was founded by Richard L. Sharp and William Austin Ligon in 1993 and is headquartered in Richmond, VA.

Carmax Inc

CarMax ($KMX) is trending as investors assess the impact of a CEO change and weak preliminary results, while the community debates whether it's a buying opportunity or a sign of deeper issues. Some believe the stock is undervalued, citing BlackRock's ownership and potential for a price jump with a new CEO, while others point to downgrades and comparisons to Carvana ($CVNA) as reasons for concern amid a challenging used car market.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm 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

TTD is trending amid discussions around earnings, guidance, and a new buyback program. Community members are debating the significance of analyst target prices versus the stock's recent performance, along with potential competition from Amazon and the overall health of the ad tech sector.

Royal Caribbean Group is a cruise company, which engages in the ownership and operation of the following global cruise brands: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. The firm also holds interest in TUI Cruises GmbH, which operates the German brands TUI Cruises and Hapag-Lloyd Cruises. The company was founded by Arne Wilhelmsen in 1968 and is headquartered in Miami, FL.

Royal Caribbean Group

RCL is trending amid mixed sentiment, with some investors expressing concern over the stock's recent performance and potential overvaluation.  Despite positive comments regarding the cruise industry's recovery, some community members are anticipating a pullback.  Overall, the stock's trajectory and earnings potential are key points of discussion among investors.

Asana, Inc. engages in the business of developing a work management platform that helps organizations orchestrate work from daily tasks to cross-functional strategic initiatives. The company was founded by Dustin Moskovitz and Justin Michael Rosenstein on December 16, 2008 and is headquartered in San Francisco, CA.

Asana Inc - Ordinary Shares - Class A

Asana Inc

Asana is trending amid discussions about its latest earnings report and guidance, with some analysts downgrading the stock despite a revenue beat. The community is focused on insider trading activity, particularly CEO Dustin Moskovitz's past and potential future share purchases, and speculating about a possible buyout. Sentiment is mixed, with some investors expressing frustration and others anticipating a potential squeeze.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

SERV is trending following news of a multi-year partnership with DoorDash to expand autonomous robot delivery services, with community members anticipating a rise to previous highs. Some are speculating on potential acquisitions and increased revenue in 2026 from expanded robot deployments, while others are closely watching short interest and technical indicators for potential squeeze opportunities. Overall, the community is excited about the potential for autonomous delivery to become mainstream.

Digital Realty Trust, Inc. operates as a real estate investment trust, which engages in the provision of data center, colocation and interconnection solutions. It serves the following industries: artificial intelligence (AI), networks, cloud, digital media, mobile, financial services, healthcare, and gaming. The company was founded on March 9, 2004, and is headquartered in Dallas, TX.

Digital Realty Trust Inc

Digital Realty is trending as investors discuss the REIT's position to capitalize on AI-driven demand for data centers, with some highlighting the potential for partnerships like the one with NVIDIA to set future standards. Community members are debating valuation metrics like P/E ratio and dividend payout, while analysts are adjusting price targets based on recent earnings and guidance. Discussions also include infrastructure buildout and strategic moves to address enterprise AI challenges.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU is trending as community members rally around the project's real-world applications and growing brand presence, emphasizing their active involvement and long-term vision. The community highlights KENDU's expanding ecosystem, including energy drinks, merchandise, and a passionate street team, reinforcing their commitment to building a recognizable global brand. Enthusiasts express strong conviction in KENDU's potential, promoting its unique position as a community-driven brand coin.

Nova Minerals Ltd. engages in the exploration and development of mineral properties. Its projects include Estelle Gold, RPM, Korbel, Train, Stoney and Studies projects. The company was founded in January 1987 and is headquartered in Melbourne, Australia.

Nova Minerals Limited - ADR

Nova Minerals is trending as the market anticipates potential benefits from upcoming high-level critical minerals discussions between the U.S. and Australia, especially given the recent Department of Defense grant awarded to the company. Community members are focused on the company's gold and antimony prospects, with some speculating about a possible government stake and significant upside potential.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster ($OUST) is trending amid analyst upgrades and community optimism, with Cantor Fitzgerald recently adjusting its rating to Overweight.  Investors are actively discussing partnerships with Serve Robotics and May Mobility, as well as potential applications of Ouster's LiDAR technology in self-driving cars and defense.  Community members are also speculating on upcoming earnings and the potential for Ouster to solidify its position in the autonomous vehicle market.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amid discussions around politics, government shutdowns, and their potential impact on social programs. Community members are sharing articles and opinions on a range of topics, from political figures to economic policies. The stock's movement appears closely tied to broader market sentiment and ongoing political debates.

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<ul class="summary-bullets"><li>Altimeter CEO Brad Gerstner dismissed bubble concerns, comparing the AI boom to past long-term tech supercycles.</li><li>He said Altimeter’s position in Nvidia was “as large as it had ever been” heading into earnings.</li><li>The firm trimmed exposure in the AI bellwether last week as the rally in tech shares accelerated.&nbsp;</li></ul>Altimeter Capital CEO Brad Gerstner reportedly said the recent pullback in markets is “healthy,” adding that investors were due for a “breather” after months of relentless gains.“The Nasdaq’s gone up 40% off the bottom in April. The market was kind of looking for a reason for a breather,” Gerstner&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/07/altimeters-brad-gerstner-says-market-pullback-is-healthy-sees-no-bubble-in-tech.html">told</a> CNBC in an interview. “This week, what you saw across the market is everybody looking for an excuse to sell the trade.”&nbsp;<blockquote>“I think it’s healthy. We’re taking some of the air out of the bubble. There’s a wall of worry that stands in front of us.”– Brad Gerstner, founder and CEO, Altimeter</blockquote>U.S. equities were in the red during midday trade on Friday. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) fell 0.35%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.22%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) dropped 1.6%. Retail sentiment around QQQ on Stocktwits improved to ‘bullish’ from ‘bearish’ territory over the past day and was among the top trending tickers on the platform.&nbsp;<h2 class="st-heading-2">AI Supercycle Still Intact</h2>Even with the pullback, Gerstner rejected the notion that markets are in a bubble. He likened the current artificial-intelligence boom to past technology “supercycles” that ultimately exceeded early expectations despite short-term corrections. Altimeter manages public equity funds that primarily invest in technology companies.“My experience living through three supercycles — internet, social media, and cloud — they all ended up far bigger than we thought,” he said. “We’re going through this digestion phase. I think digestion is good, because that prevents the bubble that everybody was worried was forming. I don’t think we’re in a bubble.”<h2 class="st-heading-2">Altimeter Adjusts Tech Exposure Before Nvidia Earnings</h2>Gerstner said Altimeter’s position in Nvidia (NVDA) was “as large as it had ever been” heading into earnings, but the firm trimmed exposure last week as the rally in tech shares accelerated.&nbsp;“We rolled back our overall exposures at the end of last week because we felt like the market was pretty pumped up,” he said. “We see the consumer weakening, like everybody else sees, and I think the market could take a breather into the end of the year ahead of Q4 earnings.” Nvidia is set to report results on November 19.<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> was also among the top trending tickers on Stocktwits in midday trade. The shares fell nearly 3%, trading at around $182, after hitting a record high of $212.19 last week. Retail sentiment around the AI bellwether remained in ‘bullish’ territory, accompanied by ‘high’ levels of chatter, over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-btc-eth-extend-losses-despite-etf-boost-but-doge-defies-the-drop/cL2vv1bRETN">XRP, Bitcoin, Ethereum Extend Losses Despite ETF Boost But Dogecoin Defies The Drop</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Abstract image of bursting stock market bubble on a dark background.

Altimeter’s Brad Gerstner Says Markets Were Due For A ‘Breather’ After ‘Bubble’ Behavior: Report

In an interview with CNBC, Altimeter Capital CEO Brad Gerstner said the current market pullback is a “healthy” correction after strong gains.

Equity

<ul class="summary-bullets"><li>Navitas to raise about $100 million via private placement of stocks.</li><li>The company will issue roughly 14.8 million shares at $6.75 apiece under the terms of the agreement.</li><li>The company specializes in gallium nitride (GaN) and silicon carbide (SiC) technologies.</li></ul>Navitas Semiconductor Corp. (NVTS) on Friday announced that it has reached a definitive agreement to raise about $100 million through a private placement of its Class A common stock.&nbsp;The move aims to strengthen the company’s balance sheet and fund general corporate initiatives, including working capital.<h2 class="st-heading-2">Financing Details and Structure.&nbsp;</h2>The semiconductor manufacturer will issue roughly 14.8 million shares at $6.75 apiece under the terms of the agreement. The deal is expected to close around November 10, 2025, pending standard closing conditions.&nbsp;<blockquote>“This capital raise enables us to support Navitas’ transformation and accelerate our momentum into higher-power markets.”-Chris Allexandre, President and CEO, Navitas</blockquote>“We’re fueling and energizing the shift to Navitas 2.0, focusing our energy on the high-power markets that are shaping the future: AI data centers, performance computing, energy and grid infrastructure, and industrial electrification.”&nbsp;Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/NVTS">Navitas’ stock</a> traded over 14% lower in Friday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<h2 class="st-heading-2">Navitas’ Operations</h2>Navitas Semiconductor develops advanced power chips that enable electronic systems to be faster, smaller, and more energy-efficient. The company specializes in gallium nitride (GaN) and silicon carbide (SiC) technologies, which are key components in powering AI data centers, high-performance computing (HPC) systems, energy grids, and industrial equipment.In its third-quarter earnings announced on Monday, the company’s revenue of $10.1 million and adjusted loss per share (EPS) of $0.05 both matched the analysts’ consensus estimates, according to Fiscal AI data.&nbsp;NVTS stock has gained over 147% in 2025 and over 301% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-expe-stock-surge-15-percent-pre-market-today/cL2vxXrRETA">EXPE Stock Rockets 15% Pre-Market On Q3 Earnings Beat But Is Still Away From Wells Fargo's New Price Target</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Navitas Semiconductor Corporation logo is seen displayed on a smartphone screen.

Why Did Navitas Semiconductor Stock Tumble 14% Pre-Market Today?

Navitas to raise about $100 million via private placement of stocks.

The move aims to strengthen the company’s balance sheet and fund general corporate initiatives, including working capital.


<ul class="summary-bullets"><li>Intel has been on a turnaround path this year, thanks to its restructuring efforts and the investments it has successfully attracted.</li><li>The company’s stock received a price target lift this week, premised on rising demand from AI adoption.</li><li>The stock’s YTD gain has outstripped rival and AI frontrunner Nvidia.</li></ul>Intel Corp. (INTC) stock climbed nearly 2% in Friday’s early premarket session, buoyed by Tesla CEO Elon Musk’s comments about sourcing chips from the company. The stock may also be getting a lift from improving sentiment following Thursday’s tech backlash.<a href="https://stocktwits.com/symbol/INTC">Intel’s stock</a> has been on a strong run this year, thanks to the turnaround initiatives the company implemented under new CEO Lip-Bu Tan and the public and private investments it managed to attract.<h2 class="st-heading-2">Musk Mulls Using Intel</h2>Speaking at Tesla’s (TSLA) annual shareholder meeting, Musk outlined his plans for artificial intelligence chips, stating that the company will transition to the next iteration of its in-house AI chip, namely AI6, within a year and double the performance metrics. The company teased its AI5 chips this week, which would power its autonomous driving ambitions.&nbsp;The billionaire said Tesla would potentially source chips from Intel. While expressing his respect for current partners TSMC and Samsung, Musk said, “Maybe we’ll work with Intel.” Despite profitability issues with its foundry business, Intel has continued to pursue it.&nbsp;That said, the Tesla CEO also hinted at building its own chip foundry. “But even when we extrapolate the best-case scenario for chip production from our suppliers, it is still not enough,” he said.“I can't see any other way to get to the volume of chips we are looking for, so I think we will have to build a gigantic chip fab.”<h2 class="st-heading-2">What Retail Feels About Intel Stock</h2>On Stocktwits, retail investors continued to hold a ‘bearish’ view toward Intel stock as of early Friday, and the message volume continued to stay ‘low.’ The negative sentiment may have been due to valuation concerns following the strong run-up this year and the AI pessimism that has pervaded into the tech sector and into the broader market.As recently as this week, Tigress Financial raised its price target for the Intel stock to $52 from $45 and kept a ‘Buy’ rating on the stock, according to the Fly. The firm sees Intel as well-positioned to benefit from accelerating demand for AI-enabled PCs and data center solutions. The firm called Intel’s partnerships with Nvidia and Microsoft to power next-generation AI infrastructure "transformative."Intel stock has gained about 88% year-to-date, outperforming the broader market and the tech sector.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-eye-rebound-amid-shutdown-resolution-hopes/cL2vpVWRETB">Nasdaq, S&amp;P 500 Eye Rebound Amid Shutdown Resolution Hopes — Strategist Downplays AI Pessimism</a>

Intel logo is on a smartphone screen, with the company's branding in the background. Donald Trump posted AI-generated picture showing him trading Intel stock. (Photo by Cheng Xin/Getty Images)

Intel Stock Rises Nearly 2% Premarket After Musk Teases Possible Chip Partnership 

 The chipmaker’s stock is on track to add to its stellar gains this year after Musk hinted at tapping Intel as a supplier.

<ul class="summary-bullets"><li>Nvidia’s latest China workaround AI chip, the B30A, can reportedly be used to train large language models arranged in large clusters.</li><li>The company clarified that it has no&nbsp;presence in China's highly competitive data center compute market and that it does not include it in its guidance.</li><li>Despite the recent volatility, Nvidia stock has gained over 36% this year.</li></ul>Nvidia Corp. (NVDA) stock trended on Stocktwits late Thursday after an Information report said the U.S. seeks to block the Jensen Huang-led company’s latest scaled-down artificial intelligence (AI) chips from entering China.In overnight trading,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> was down nearly 1%, according to Yahoo Finance. The chipmaker’s stock has been on a three-session losing streak amid broader market weakness and concerns about a potential bursting of the AI bubble. Since Monday, Nvidia’s stock has shed over 9%.<h2 class="st-heading-2">Trump Walks The Talk?</h2>The White House has ordered federal agencies to disallow Nvidia’s latest workaround chip, dubbed B30A, to China, the Information report said, citing three people familiar with the matter,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/us-block-nvidias-sale-scaled-back-ai-chips-china-information-says-2025-11-07/">according</a> to Reuters. The B30A can reportedly be used to train large-language models&nbsp;across large clusters, a key requirement for many Chinese companies developing AI processes and applications.Following the setback, Nvidia is working on modifying the chip's design to appease U.S. authorities and obtain their approval.The rumored development comes close on the heels of President Donald Trump clarifying in a media interview on Sunday that Nvidia’s high-performance chips will not be shared with any other country, to keep the U.S. in the lead in the AI race.<h2 class="st-heading-2">Nvidia’s China Travails</h2>After Nvidia’s high-performance computing (HPC) AI accelerators were forbidden from shipping to China by the previous Biden administration, the company developed a trimmed-down version to comply with the regulation. The H20 China-specific AI chip that Nvidia developed to sidestep the ban drew scrutiny from the White House under Trump, and its exports were banned in April of this year.Huang’s lobbying to&nbsp;resume sales yielded results when the government signaled its intention to comply. That said, neither Nvidia nor its peer AMD, which was also impacted by the ban, has included contribution from the chip in their revenue outlook issued since then. Huang was in the news this week when he issued a warning&nbsp;about the AI threat posed by China, but later came on to soften his comments, stating that the U.S. was still “nanoseconds” ahead in the AI race.<h2 class="st-heading-2">What Retail Feels About Nvidia Stock</h2>On Stocktwits, retail sentiment toward Nvidia stock remained ‘bullish’ as of late Thursday, although the mood tempered from the ‘extremely bullish’ outlook seen a week ago. The message volume on the stream remained ‘high.’On Nvidia's stock stream, retail watchers mulled the implications of a B30A ban.<stembedurl>https://stocktwits.com/thebloke/message/635304712</stembedurl>A few others shrugged off the report. “Why does this matter? China is not included in 500B in BOOKED ORDERS&nbsp; for the next 5 QTRS,” they said. “Why peddle something NOT material in this guidance??”<stembedurl>https://stocktwits.com/rahod/message/635303974</stembedurl>The view aligned with the company’s comments. Clarifying to Reuters, a Nvidia spokesperson reportedly said the company has "zero share in China's highly competitive market for datacenter compute, and do[es] not include it in our guidance."Despite the recent volatility, Nvidia stock has gained over 36% this year. Nvidia, which earned the distinction of being the first company with a market capitalization of more than $5 trillion, has seen its valuation drop below that level since then.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mp-materials-stock-sink-over-7-in-after-hours-trading/cL2vj9eRETT">Why Did MP Materials Stock Sink Over 7% In After-Hours Trading?</a>

A laptop keyboard and Nvidia logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland, on October 7, 2025. 

Nvidia’s China Nightmare Isn’t Over Yet — Trump’s Team Reportedly Plans Fresh AI Chip Export Curbs

As the US strives to keep its lead in the AI race, the Trump administration has continued to tighten restrictions on the export of high-performance chips.  

<ul class="summary-bullets"><li>Baird analyst Tristan Gerra said he expects Qualcomm to be a transformed company by the calendar year 2028.</li><li>The analyst believes that by that timeframe, the stock deserves a higher multiple.</li><li>On Stocktwits, retail traders remained guarded following Q4 results.</li></ul>Wireless chipmaker Qualcomm, Inc.’s (QCOM) stock fell nearly 3% in Thursday’s early premarket session following its fourth-quarter results. An analyst reduced the price target for the stock, citing near-term headwinds.<a href="https://stocktwits.com/symbol/QCOM">Qualcomm stock</a> has underperformed the broader tech sector and the semiconductor industry, having risen 19% for the year.<h2 class="st-heading-2">Qualcomm - A Long-Term Story?</h2>Baird analyst Tristan Gerra said he expects Qualcomm to be a transformed company by the calendar year 2028, warranting a higher multiple. By then, the analyst expects handset revenue to be decisively below 50% of total revenue, and automotive and IoT are expected to grow at a double-digit year-over-year (YoY) rate.The analyst noted that the management continues to expect its market share at Apple to decline to 20% by September 2026. This, combined with a shift from a 100% to a 75% share at Samsung in the March Quarter, prompted the analyst to forecast flat to lower annual revenue through fiscal year 2027. This could be augmented by revenue related to artificial intelligence (AI).Gerra also noted that incremental, AI-related opex will likely increase by $15 million to $20 million per quarter, starting in the March quarter. That said, he remained skeptical of the company’s AI opportunity at hyperscalers.While maintaining an ‘Outperform’ rating, the analyst reduced the price target for the stock to $200 from $216.<h2 class="st-heading-2">Qualcomm Q4 Earnings, Outlook</h2>The fourth-quarter adjusted earnings per share (EPS) and revenue came in at $3 and $11.3 billion, respectively, exceeding the Fiscal.ai-compiled consensus estimates of $2.87 and $10.76 billion.Qualcomm’s first-quarter guidance calls for adjusted EPS of $3.30-$3.50 and revenue of $11.8 billion-$12.6 billion. Analysts, on average, estimate $3.30 and $11.57 billion, respectively.<h2 class="st-heading-2">What Retail Feels About QCOM Stock After Q4 Print</h2>Following the quarterly print, sentiment toward Qualcomm stock was ‘neutral’ as of early Thursday, although improving from ‘bearish’ a day ago. The message volume improved to ‘extremely high’ levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/duolingo-nosedives-21-premarket-what-s-dragging-the-stock-lower/cL2tmSnREbV">Duolingo Nosedives 21% Premarket — What’s Dragging The Stock Lower?</a>

A view of the logo of the American company Qualcomm at the Mobile World Congress 2024. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

Qualcomm Analyst Reduces Price Target On Lack Of Conviction About Near-Term Fundamentals — Stock Slips Premarket After Q4 Print

The chipmaker reported better-than-expected fourth-quarter results and issued upbeat guidance for the current quarter.

<ul class="summary-bullets"><li>In&nbsp;an FT interview, Huang highlighted new AI regulations in the U.S., which in turn can spawn "50 new regulations.</li><li>He also called upon Western nations to shed off "cynicism" while it comes to their AI pursuits.</li><li>Trump said in a media appearance that Nvidia's high-performance Blackwell AI chip will not be shared with other nations.</li></ul>Nvidia CEO Jensen Huang struck a more cautious tone on China's artificial intelligence (AI) capabilities amid ongoing regulatory restrictions, after the chipmaker's stock slipped in late-afternoon trading Wednesday, bucking the broader market rebound.Nvidia's stock ended Wednesday's session down 1.75% after comfortably hovering above the unchanged line for much of the session, while the S&amp;P 500 and Nasdaq Composite advanced 0.37% and 0.65%, respectively. The company's market capitalization fell to $4.76 trillion from $4.84 trillion.<h2 class="st-heading-2">Huang Clarifies</h2>In a statement&nbsp;shared on Nvidia's Newsroom handle on X, the Nvidia CEO said, "As I have long said, China is nanoseconds behind America in AI. It's vital that America wins by racing ahead and winning developers worldwide."It all started when the Financial Times carried a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43">story</a> headlined "Nvidia's Jensen Huang Says China Will Win AI Race With US" based on an exclusive interview with him on the sidelines of the publication's AI summit.Huang lamented that the West, including the U.S. and U.K., was being held back by "cynicism," adding that "We need more optimism." To make his case, he highlighted the new AI regulations in the U.S., which, in turn,&nbsp;could spawn "50 new regulations." In contrast, he noted that energy subsidies in China have made power more affordable for tech companies.<h2 class="st-heading-2">Why It's Important</h2>President Donald Trump, whose administration has further restricted AI chip exports to China, has repeatedly maintained that the U.S. holds the pole position in the AI race. As recently as this Sunday, while appearing on CBS's "60 Minutes," Trump <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-investors-shrug-off-trump-s-blackwell-ai-chip-s-us-exclusivity-comment/cL2Nb19R3zP">said</a> the U.S. wouldn't allow Nvidia to sell its most advanced, high-performance computing Blackwell chip to China."The most advanced, we will not let anybody have them other than the United States." He also claimed that the U.S. is winning the AI race, and allowing other countries access to high-performance AI chips, such as Nvidia's Blackwell, would give them an "equal" advantage.Nvidia and AMD once derived sizeable revenue from China, selling these chips to the country. After the Biden administration imposed curbs, these companies developed workarounds, such as Nvidia H20 and AMD MI308, with stepped-down performance to sidestep the ban. The Trump administration has since then restricted the exports of these chips. The outlook provided by both Nvidia and AMD now excludes contributions from Chinese AI chips.Huang hasn't been one to mince words and has warned on multiple occasions that ignoring China in the grand scheme of AI would be a detrimental approach. During Nvidia's second-quarter earnings call in late August, Huang stated that the Chinese market&nbsp;represents a $50 billion opportunity for the company this year, provided it addresses it with competitive offerings. More importantly, he expects the market to grow at a 50% annual pace, and about 50% of the world's AI researchers are in China.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/move-your-tesla-shares-to-robinhood-get-paid-ceo-vlad-tenev-confirms/cL2tiBPREb0">Move Your Tesla Shares To Robinhood, Get Paid: CEO Vlad Tenev Confirms 2% Cash Reward After Delightful Q3</a>

NVIDIA founder, President and CEO Jensen Huang speaks about the future of AI and its effect on energy consumption and production at the Bipartisan Policy Center on September 27, 2024 in Washington, DC. (Photo by Chip Somodevilla/Getty Images)

Jensen Huang Warns China Just 'Nanoseconds' Behind US In AI Race After $85B Nvidia Selloff

The Nvidia CEO has stirred a hornet's nest by reigniting the debate about which country rules the roost in AI.

<ul class="summary-bullets"><li>Market veteran says Palantir stock would need to drop another 5% for Burry to reach a break-even point.</li><li>Scion Asset Management held about 50,000 put contracts on Palantir and 10,000 on Nvidia.</li><li>Alex Karp noted that&nbsp;by shorting Palantir and Nvidia, Burry is actually shorting AI.&nbsp;</li></ul>Famed hedge fund manager Michael Burry, best known for predicting the 2008 housing crash, spooked markets with new bets against artificial intelligence leaders Nvidia Corp. (NVDA) and Palantir Technologies Inc. (PLTR).&nbsp;However, a market veteran reportedly believes that those bearish wagers are likely underwater. Market Rebellion’s co-founder Jon Najarian thinks the positions are likely underwater, according to the report.&nbsp;According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/05/michael-burrys-new-short-bets-spook-market-and-anger-palantir-ceo-but-his-trade-is-likely-underwater.html">report</a>, Burry’s hedge fund, Scion Asset Management, disclosed in its most recent filing that the fund held approximately 50,000 put contracts on Palantir and 10,000 on Nvidia as of the end of the third quarter.&nbsp;The revelation triggered a sharp sell-off in AI stocks on Tuesday, reflecting renewed investor worries about overheated valuations.&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir’s stock</a> traded over 2% higher on Wednesday mid-morning.&nbsp;<h2 class="st-heading-2">Burry’s Trades&nbsp;</h2>According to the report, Najarian estimated that Palantir’s stock would need to drop another 5% while Nvidia would have to fall another 7% for Burry to reach breakeven.&nbsp;Palantir’s CEO Alex Karp also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alex-karp-michael-burry-short-against-palantir-crazy/cL28Ws0R36L">called out</a> Michael Burry’s short bet and expressed surprise about the fact that ‘The Big Short’ legend was betting that Palantir and Nvidia would not perform well.Karp noted that by shorting Palantir and Nvidia, Burry is actually shorting AI and added that Palantir delivered “the best results anyone’s ever seen.”&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>Despite the stock’s slide, on Stocktwits, retail sentiment around Palantir remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:927/102;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_05_111806_png_c0be96c772.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Nov. 5, 2025 | Source: Stocktwits" width="927" height="102"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Nov. 5, 2025 | Source: Stocktwits</figcaption></figure>A bullish user believes, “Burry is covering or selling his positions for sure.”<stembedurl>https://stocktwits.com/DomLuminous/message/635020680</stembedurl>Another user touted the dip in the stock as an opportunity to take a larger position.&nbsp;<stembedurl>https://stocktwits.com/BostonBigBoyisBack/message/635016821</stembedurl>Palantir stock has gained 146% in 2025 and over 263% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-trex-stock-nosedive-27-percent-today/cL2q8GkREGz">Why Did TREX Stock Nosedive 27% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025.

Michael Burry’s Bets Against Palantir, Nvidia Likely Losing Money, Says Market Veteran: Report

Market veteran says Palantir stock would need to drop another 5% for Burry to reach a break-even point.

According to Scion Asset Management’s most recent disclosure, the fund held approximately 50,000 put contracts on Palantir and 10,000 on Nvidia.

ETFs to Buy as AMD Shares Slip After-Hours Despite Q3 Earnings Beat

AMD's Q3 beat & AI supercomputer deals signal strong growth, but Amazon's exit makes investment in diversified ETFs like SOXX and IGPT a smart move.  

<ul class="summary-bullets"><li>Nvidia CEO Jensen Huang's comments come after Big-Short investor Michael Burry revealed short positions against Nvidia and other AI companies.&nbsp;</li><li>Huang emphasized that AI requires extensive infrastructure investment, which has increased capital expenditure.</li><li>He added that Nvidia has already seen “great returns” from its own AI operations.</li></ul>Nvidia CEO Jensen Huang reportedly said on Wednesday that the artificial intelligence sector remains far from a market collapse akin to the Big Short, despite warnings from investor Michael Burry.&nbsp;“We are long, long away from that,” Huang&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.sky.com/story/nvidia-boss-defends-ai-against-claims-of-bubble-by-big-short-investor-13464295#:~:text=Nvidia%20boss%20Jensen%20Huang%20has,criticism%20by%20investor%20Michael%20Burry.">told</a> Sky News, emphasizing that AI is still in the early stages of a “very long build out.” Huang noted that AI is unique in requiring significant infrastructure investment, which is why the capital expenditure has been increasing across the board.&nbsp;<blockquote>"I would say that we're in the beginning of a very long build out of artificial intelligence.” – Jensen Huang, CEO and Co-Founder, Nvidia</blockquote><a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.5% lower in pre-market trade amid broader weakness in the market. On Stocktwits, retail sentiment around the AI bellwether trended in ‘bullish’ territory, accompanied by ‘high’ levels of chatter over the past day.&nbsp;<h2 class="st-heading-2">Nvidia’s ‘Great Returns’ On AI</h2>Huang also said that Nvidia has already seen “great returns” from its AI-related operations, driving further expansion. Huang noted that better training of AI has led to much "better" and "useful" answers, and that means "the AIs have become profitable".“When something is profitable, the suppliers want to make more of it, and that’s the reason the infrastructure build-out is accelerating,” he said.<h2 class="st-heading-2">Michael Burry’s Concerns</h2>Huang’s comments come amid recent market turbulence.&nbsp;Scion Asset Management’s Michael Burry&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/big-short-2-0-michael-burry-bets-against-nvidia-palantir-stocks/cL28bVkR3CW">revealed</a> significant short positions against Nvidia and other tech stocks earlier this week as he returned to social media after more than two years to warn of a potential bubble.&nbsp; "Sometimes, we see bubbles. Sometimes, there is something to do about it. Sometimes, the only winning move is not to play," he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/1984067754270319052">wrote</a> on X.Huang is not the only CEO to dismiss Burry’s concerns. On Tuesday, Palantir CEO Alex Karp&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alex-karp-michael-burry-short-against-palantir-crazy/cL28Ws0R36L">called</a> out Burry's bet, arguing that shorting the two companies that are actually making money from AI is illogical.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-sees-1-7-billion-in-liquidations-as-fear-index-lowest-since-april/cL2qK2aREG0">Crypto Markets See $1.7 Billion In Liquidations As Fear Index Hits Lowest Levels Since April</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia founder and CEO Jensen Huang speaks to journalists as he arrives for a press conference at Mandarin Oriental Hotel on July 16, 2025 in Beijing, China. 

Nvidia’s Jensen Huang Says AI Sector ‘Long, Long Away’ From Big Short-Style Collapse: Report

In an interview with Sky News, Nvidia CEO said the AI sector is in early growth stages, far from a collapse.

<ul class="summary-bullets"><li>Chinese authorities have instructed data centers that are less than 30% complete to remove all foreign-made AI chips.</li><li>The move is part of a broader effort to achieve AI chip independence amid ongoing tensions with Washington.&nbsp;</li><li>The directive poses a threat&nbsp;to Nvidia’s ambitions of reclaiming its Chinese market share.</li></ul>China has reportedly instructed that all new data centers receiving government funding must exclusively use locally produced artificial intelligence chips.&nbsp;According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/china-bans-foreign-ai-chips-state-funded-data-centres-sources-say-2025-11-05/">report</a>, individuals familiar with the directive said that projects that have already installed foreign-made chips but are less than 30% complete have been told to remove them.&nbsp;<h2 class="st-heading-2">Push For Technological Self-Reliance</h2>The move marks a significant attempt by China to reduce its reliance on foreign technology in key infrastructure sectors, part of a broader effort to achieve AI chip independence amid ongoing tensions with Washington.&nbsp;The order comes as the U.S. maintains curbs on the export of advanced semiconductors, particularly those produced by Nvidia Corp. (NVDA), to prevent their potential use in military applications.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> inched 0.9% lower in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Nvidia’s Blackwell AI Chip Caught In Export Ban&nbsp;</h2>On Tuesday, a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/nvidia-cannot-sell-its-most-advanced-ai-chip-china-white-house-says-2025-11-04/">report</a> stated that the Trump administration confirmed its decision not to grant Nvidia permission to sell its latest and most advanced artificial intelligence chip, known as the Blackwell, to China.&nbsp;Last week, Nvidia CEO Jensen Huang&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-jensen-huang-holds-out-hope-for-blackwell-chip-sales-to-china-why-it-matters/cLGqGr4R3UY">stated</a> that he remained optimistic about eventually selling the new Blackwell AI chips in China. The Blackwell family represents Nvidia’s most advanced line of AI chips, which far exceed the capabilities of Chinese alternatives from Huawei Technologies Co.Currently, H20 is Nvidia’s only approved product for China. The latest directive from Beijing&nbsp;poses a significant blow to Nvidia’s ambitions of reclaiming its Chinese market share.NVIDIA's stock has gained over 47% year-to-date and 42% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-renominates-jared-isaacman-to-head-nasa/cL2qBeRREG5">Trump Renominates Jared Isaacman To Head NASA After Interim Chief Duffy’s Rift With Musk Over Moon-Landing Contracts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the NVIDIA logo is displayed on a smartphone with national flag of USA and China in the background.

China Ditching Foreign AI Chips? Report Says New Data Centers With Government Funding Must Rely On Local Ones

Chinese authorities have instructed data centers that are less than 30% complete to remove all foreign-made AI chips.

The move marks a significant effort by China to reduce its reliance on foreign technology in its key infrastructure sectors.

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