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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's earnings are the major market focus, with the community anticipating significant movement and bracing for volatility as it could set the tone for AI tech stocks. Discussions range from Saudi Arabia's interest in securing NVDA chips for AI data centers, to debates about valuation and whether the AI spending is sustainable. Many expect a volatile trading day, with a potential sell-off even if earnings beat expectations, followed by a possible rebound.

Kazia Therapeutics Ltd. is an oncology-focused biotechnology company, which engages in the business of pharmaceutical drug development. It focuses on its Paxalisib program, which is designed to treat brain cancer. The company was founded by Graham Edmund Kelly in March 1994 and is headquartered in Sydney, Australia.

Kazia Therapeutics Limited - ADR

Kazia Therapeutics

KZIA is trending due to promising early results from a Phase 1b trial combining Paxalisib with Keytruda and chemotherapy for triple-negative breast cancer, showing a significant reduction in tumor cells. The community is discussing the potential of this combination therapy and its implications for future cancer treatments. Some investors are closely monitoring the low float, potential for a short squeeze, and upcoming data releases, while others express caution due to the company's financial situation and past stock behavior.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Chatham, NJ.

Tonix Pharmaceuticals Holding Corp

TNXP is trending due to the increased share repurchase program and upcoming commercial rollout of Tonmya, exciting investors around the company's potential turnaround. The community is actively discussing the implications of the buyback, potential short squeeze opportunities, and revenue projections. Concerns remain around trust in management and past stock performance.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending due to positive guidance and a significant AI data center contract, sparking community discussion about its growth potential. Investors are actively debating the company's revenue projections, cash position, and the potential impact of new contracts. The conversation also includes speculation about analyst upgrades and the possibility of a short squeeze, with some cautioning against overly optimistic price targets.

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 amid optimism surrounding deep-sea mining prospects and potential government involvement, as highlighted by a Wedbush Securities report and the CEO's visit to D.C. The community is actively discussing potential government stakes, supply chain independence, and the impact of Tesla's move away from China-made parts on the demand for TMC's minerals.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

$RAGE is trending as the community rallies around the meme coin, emphasizing its strong community and consistent building efforts. Discussions highlight the coin's resilience and potential within the meme culture space, with community members expressing bullish sentiment and encouraging others to join. There is also an acknowledgement of a recent internet outage due to cloudflare making people 'RAGE'.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound (COMP) is trending as traders debate its potential amid broader crypto market movements, with some community members expressing concern over its performance compared to other altcoins like AAVE. Discussions include potential treasury issues, governance concerns, and the impact of Bitcoin's price action, while others remain optimistic about a future breakout and its role in Real World Asset (RWA) tokenization. The community is actively weighing COMP's fundamentals against market sentiment.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapport Therapeutics ($RAPP) is trending as options traders react to recent analyst upgrades and actionable trade alerts, focusing on potential ROI from call options expiring in 2026. The community is weighing positive Phase 2 data against the company's cash runway and potential future catalysts. Discussions also include comparisons to other companies in the sector.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

ZVRA is trending as traders discuss its high institutional ownership, potential buyout scenarios, and the upcoming earnings report. Community members are debating the impact of short positions and potential catalysts like EMA approval and KP1077 developments. Recent price action and trading strategies are also hot topics among investors.

Oxford Lane Capital Corp. is a closed-end management investment company, which engages in investing in debt and equity tranches of collateralized loan obligation vehicles. The company was founded on June 9, 2010 and is headquartered in Greenwich, CT.

Oxford Lane Capital Corp

OXLC is trending as investors grapple with the aftermath of a recent reverse stock split and discuss its impact on the share price and dividend sustainability. Community sentiment is mixed, with some seeing an opportunity to accumulate shares at discounted prices while others express concerns about management and potential further declines. Discussions include the stock's high yield, discount to NAV, and the broader economic context of CLOs and interest rate policies.

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<ul class="summary-bullets"><li>Burry has been actively promoting a venture he plans to launch on Nov. 25, without providing any further details.</li><li>Before deregistering, Burry’s Scion Asset Management disclosed massive short positions in Nvidia and Palantor</li><li>He took potshots at hyperscalers for artificially boosting profit by extending the useful life of AI infrastructure assets.</li></ul>“The Big Short” fame investor Michael Burry, who recently deregistered his hedge fund, Scion Asset Management, with the SEC, hasn’t given up on the market yet. While recent posts on X and his teaser for the launch of a venture on Sept.25 have confirmed that he stayed tuned to the market, the confirmation came via an email to Bloomberg.Burry emerged from a nearly two-year-long self-imposed social media exile in late October and has been brisk in his engagements since.<h2 class="st-heading-2">Still Active</h2>In an emailed reply to Bloomberg, Burry&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-18/burry-says-he-s-active-in-markets-after-fund-is-deregistered">said</a>, “I am still running my money and active in markets.” He also clarified that Scion Asset Management was virtually a “family-and-friends” fund. “This last go-around was always essentially a friends and family fund,” he said. “I didn’t market it or treat it like most do, and I wasn’t trying to grow assets by acquiring investors I didn’t already know. I didn’t want the problems I had the first go around with Scion Capital.”Scion Capital, which Burry founded in November 2020, shot to fame when its founder had the prescience to accurately predict the subprime mortgage crisis and the subsequent housing market collapse, and also profited from his bearish bet. He subsequently wound down the fund in 2008 due to public backlash over his schemes and numerous audits from the Internal Revenue Service (IRS). Burry established Scion Asset Management in 2013 as a multi-strategy fund and invested in assets such as equities, derivatives, and fixed income instruments.<h2 class="st-heading-2">Burry Sounds AI Alarm</h2>The second time did not prove to be a charm&nbsp;either, as he deregistered the fund. This came amid Burry's warnings about reckless investment in cloud, data center, and AI. After a cryptic post on “bubbles” in late October, he warned that hyperscalers were artificially boosting profits by extending the useful life of AI infrastructure assets.Around the same time, Scion Asset Management disclosed large bearish positions in Nvidia and Palantir. Burry later clarified media reports about his Palantir bet. As recently as this week, he said he is long Molina Healthcare and short Palantir.&nbsp;Following Chinese search engine Baidu’s quarterly results, Burry also accused the company of inflating its profits by extending server lifetimes.The stock market is currently navigating a turbulent phase amid concerns about an AI bubble and the Federal Reserve’s hawkish comments, which have reduced the odds of a December rate cut. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, have still gained 13.6% and 17%, respectively, this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/djt-stock-plunges-to-record-low-amid-market-sell-off/cLP8zM7REJK">DJT Stock Plunges To Record Low Amid Market Sell-Off — Retail Shreds Trump Over Epstein Files, Benign Prices Claim</a>

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

Michael Burry Sets Record Straight: Scion Isn’t Closing — Just Shutting Out Outside Investors

The stock market is currently navigating a turbulent phase amid concerns about an AI bubble and the Federal Reserve’s hawkish comments.

Equity

The stock market is currently navigating a turbulent phase amid concerns about an AI bubble and the Federal Reserve’s hawkish comments.


<ul class="summary-bullets"><li>Microsoft now has strong positioning across multiple secular growth drivers.</li><li>The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.</li><li>His price target suggests 32% upside from current levels.</li></ul>Following Microsoft Corp.’s (MSFT) announcement of an expanded partnership with artificial intelligence (AI) startup <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> on Tuesday, an analyst reiterated his bullish stance on the software giant. The agreement comes at a time when skepticism around the technology abounds.<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> fell 2.70% on Tuesday amid the broader tech rout, but is up about 18% year-to-date.&nbsp;<h2 class="st-heading-2">Analyst Affirms Bullish Stance</h2>Morgan Stanley analyst Keith Weiss said the deal aligns with his view that the Microsoft story is broader than generative AI and the generative AI (GenAI) story is broader than just OpenAI, according to a summary of the note on Fly.Weiss noted that the Satya Nadella-led company now has strong positioning across multiple secular growth drivers, including genAI, the migration of enterprise workloads to the public cloud, and cybersecurity. The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.Morgan Stanley has an ‘Overweight’ rating on Microsoft’s stock and a $650 price target, implying 32% upside potential from Tuesday’s close.Microsoft’s deal with Amazon-backed Anthropic provides for&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-commits-30-billion-to-expand-azure-capacity-nvidia-microsoft-to-invest/cLPV4IvRE7t">Anthropic to buy $30 billion of Azure compute capacity,</a> which involves using up to 1 gigawatt (GW) of compute power from Nvidia. Nvidia and Microsoft, in turn, have agreed to invest up to $10 billion and up to $5 billion, respectively, in Anthropic.The investment deal with Microsoft and Nvidia has pushed Anthropic’s valuation to about $350 billion, up from $185 billion as of September, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html">reported</a>, citing a source. The AI startup is the maker of the Claude large-language mode.<h2 class="st-heading-2">What Retail Feels About Microsoft Stock</h2>Retail sentiment toward Microsoft stock among retail traders on Stocktwits remained ‘bearish’ as of late Tuesday, and the message volume improved, although only to ‘normal’ levels.A bullish watcher of the stock recommended loading it under $500.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>Delving into the deal per se, a user said it is bad news for AMD and <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> and good news for Nvidia and Intel. “$MSFT was one of the original investors in OpenAI Bubble and is now partnering with a direct competitor, Anthropic,” they said.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>The circular nature of the deal could trigger some anxiety among market participants, who are already worried about the amount of money invested in AI. Skeptics such as Michael Burry,&nbsp;of “The Big Short” fame, have flagged the rising capital spending (capex) by hyperscalers and see the trend as a precursor to a bubble burst and, in turn, a market crash. Fund managers have recently trimmed or exited positions in AI names, including Nvidia.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-snaps-2-days-of-gains-amid-fierce-robotaxi-battle-musk-touts-major-valuation-change-after-arizona-permit-win/cLP8sAkREJ7">Tesla Stock Snaps 2 Days Of Gains Amid Fierce Robotaxi Battle — Musk Touts ‘Major Valuation Change’ After Arizona Permit Win</a>

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft Analyst Says $30B Anthropic Cloud Deal Proves MSFT Story Is Much More Than GenAI, Predicts 32% Upside For Stock

Retail views Microsoft’s Anthropic deal as a negative for the software giant’s original AI partner OpenAI.

<ul><li>In August, San Francisco, California-based Databricks said it had signed a term sheet for its Series K round, with backing from existing investors.</li><li>That funding round valued the company at more than $100 billion.</li><li>The company surpassed a $4 billion revenue run rate during the second quarter.</li></ul>Databricks, a cloud-based data analytics and artificial intelligence (AI) platform provider, is reportedly seeking to raise fresh financing, with the proposed funding round valuing the private company at over $130 billion.The report arrives even as investors, particularly those seeking exposure to AI names, look ahead to the company’s public listing, rumored to occur either in late 2025 or early 2026. In a short report released in mid-August on Palantir Technologies, Inc. (PLTR), Andrew Left's Citron Research called Databricks the “most significant threat” to the Alex Karp-led company.<h2 class="st-heading-2">What We Know About Databricks’ Funding Round</h2>Databricks is in talks to raise funds at a valuation 30% higher than its previous financing round, The Information reported, citing two people familiar with the discussions.In August, San Francisco, California-based Databricks said it had signed a term sheet for its Series K round, with backing from existing investors, valuing the company at more than $100 billion. The company stated then that it expects to utilize the new capital to “accelerate its AI strategy — expanding Agent Bricks, investing in its new database offering Lakebase, and fueling global growth.”Databricks announced a partnership with OpenAI in late September to bring frontier Intelligence to enterprises with Databricks' “Agent Bricks.”<h2 class="st-heading-2">Databricks — A Rising AI Powerhouse?</h2>The company, founded in 2013 by the original creators of the lakehouse architecture and open source projects Apache Spark, Delta Lake, MLflow, and Unity Catalog, boasts of over 15,000 companies as among its customers, with more than 60% of the Fortune 500 companies relying on its platform.Investors in the company include BlackRock, Salesforce Ventures, Microsoft, Tiger Global, Franklin Templeton, Sinewave Ventures, Fidelity Investments and Andreessen Horowitz.Databricks announced in early September that it had surpassed a $4 billion revenue run rate in the second quarter, with year-over-year (YoY) growth exceeding 50%. The company’s AI products reached a $1 billion run rate earlier this year.<h2 class="st-heading-2">Potent Palantir Rival?</h2>Citron already views Databricks as a giant, bracketing the company alongside Microsoft. In a short report, Citron noted that Palantir’s expansion into the enterprise space pits it against established software giants that dominate at scale.The firm highlighted “Databricks—still private but already a cornerstone of data and AI for theFortune 500—as the most significant threat.” “Databricks offers true software economics, a risk Wall Street has yet to fully factor into Palantir’s valuation.” Palantir's market capitalization is a little over $400 billion, based on the stock's closing price on Monday. <a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> has more than doubled this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-retail-bulls-shrug-off-ai-bubble-worries-expect-q3-beat/cLPNAurREep">No AI Bubble Here: Nvidia Retail Bulls Shrug Off All Concerns And Expect Yet Another Monster Quarter</a>

In this photo illustration, the Databricks logo is seen displayed on a smartphone screen. 

 Palantir’s ‘Most Significant Threat’ Databricks Reportedly Chases $130B Valuation In New Funding Round 

 Citron Research said in August that Databricks is already a cornerstone of data and AI for Fortune 500 companies.

<ul class="summary-bullets"><li>Q3 revenue was at a record, and the company achieved break-even results on a reported basis.</li><li>The company attributed its revenue growth to the successful execution of AI infrastructure, public safety, and enterprise projects.</li><li>The stock is down over 30% YTD.</li></ul>Shares of Gorilla Technology Group, Inc. (GRRR), which focuses on artificial intelligence (AI)-driven Industrial Internet of Things (IIOT) solutions, jumped nearly 18% in Monday’s extended session, with the earnings announcement serving as the upside catalyst.<a href="https://stocktwits.com/symbol/GRRR">Gorilla Tech’s</a> stock is down over 30% year-to-date. If the after-hours gains hold, the stock is on track to record its best day in five months.<h2 class="st-heading-2">What Drove GRRR’s After-hours Gains</h2>U.K.-based Gorilla Tech reported break-even results on a reported basis for the third quarter of fiscal year 2025 compared to a loss of $0.66 reported for the last year’s quarter. On an adjusted basis, earnings per share (EPS) came in at $0.26, down from the $0.29 reported a year ago. Revenue was at a record $26.5 million, a 32% year-over-year (YoY) increase.&nbsp;Both top and bottom lines aligned with the Fiscal.ai-compiled consensus estimate.The company attributed its revenue growth to the successful execution of AI infrastructure, public safety, and enterprise projects across Asia, the Middle East, Europe, and the Americas.CEO Jay Chandan said, “The third quarter marks a turning point where Gorilla became a recognized leader in AI infrastructure.” “Our contracted projects, strong balance sheet and clear line of sight to scale differentiate us from peers that have yet to deliver beyond the promise of AI.”Looking ahead, the company is optimistic about its revenue growth in the coming years, thanks to secured mandates, including its recently announced $1.4 billion data center contract in Southeast Asia. It noted that its current pipeline exceeded $7 billion.Gorilla Tech predicts 2026 revenue of $137 million to $200 million, which falls within the consensus estimate of $174.45 million. It maintained its 2025 revenue guidance at $100 million to $110 million, while analysts, on average, expect $99.70 million for the year. The company also expects positive adjusted EBITDA and operating cash flow for the year.<h2 class="st-heading-2">What Retail Feels About GRRR Stock</h2>On Stocktwits, retail sentiment toward Gorilla Tech stock shifted to ‘extremely bullish’ as of late Monday, up from ‘bullish’ the day before. The message volume on the stream increased to ‘high’ levels. Retail chatter improved by over 1,500% over the 24 hours leading up to late Monday.<figure class="image"><img style="aspect-ratio:676/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_17_at_10_24_20_PM_png_d8b78862d7.webp" alt="Screenshot 2025-11-17 at 10.24.20 PM.png" width="676" height="60"><figcaption>GRRR sentiment and message volume as of 9:20 p.m. ET, Nov. 17 | source: Stocktwits</figcaption></figure>A bullish watcher said they viewed the stock as “undervalued and oversold.”<stembedurl>https://stocktwits.com/Jesski/message/636546891</stembedurl>Another user goaded shorts to cover up soon to minimize their losses. The short interest in the stock is at 6.1%, down from the 20%+ level seen in January.<stembedurl>https://stocktwits.com/ThatCrazyApe_/message/636541856</stembedurl><h2 class="st-heading-2">GRRR Stock Watch</h2>Gorrila shares were listed in July 2022 following a Special Purpose Acquisition Company (SPAC) deal. After tracing a broad downtrend since March 2023, the stock turned the corner in Aug. 2024 and continued to climb until the Trump tariff-induced broader market rout in early April. Since then, it has seen a broader consolidation move.<img src="https://news.stocktwits-cdn.com/GRRR_YTD_Chart_png_5b3f9c5839.webp" alt="GRRR YTD Chart.png">Source: KoyfinThe 14-day relative strength index (RSI), a momentum indicator, is in oversold territory (27.87). The stock, which is covered by two Wall Street firms, has an average analyst price target of $36.50, according to Koyfin, suggesting an upside potential of approximately 190%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fed-s-waller-says-economy-feeling-the-squeeze-bats-for-december-rate-cut/cLPNVSNREel">Fed’s Waller Says Economy Feeling The Squeeze — Upcoming Jobs Data Won’t Dissuade Him From Bating For December Rate Cut</a>

In this photo illustration, the Gorilla Technology logo is seen displayed on a smartphone screen. 

Gorilla Tech Stock Soars Nearly 18% After-Hours On Q3 Results: Retail Bullish On This Oversold Small-Cap AI Name

The company sounded upbeat about its revenue growth in the coming years, thanks to secured mandates.

<ul class="summary-bullets"><li>WeRide said that the permit, granted on October 31, authorizes its Robotaxis to operate commercially without an on-board safety driver.&nbsp;</li><li>The company said that the current approval supports WeRide's broader plan to expand its Middle East fleet to 1,000 Robotaxis by 2026.</li><li>WeRide stated that it has been operating Robotaxis with TXAI in Abu Dhabi since 2021. In December 2024, the company and Uber launched their Robotaxi ride-hailing partnership in Abu Dhabi.</li></ul>WeRide’s (WRD) U.S.-listed shares jumped nearly 6% in premarket trading on Monday after the company got granted a permit to conduct fully driverless Robotaxi commercial operations outside the United States.The company said that this makes it the first company to receive a city-level commercial permit for Level 4 autonomous driving issued outside the U.S. and the first international company to achieve this in the UAE.WeRide said that the permit, granted on October 31, authorizes its Robotaxis to operate commercially without an on-board safety driver. Commercial operations will start on the Uber and TXAI platforms in Abu Dhabi, the company added.<h2 class="st-heading-2">UAE Approval</h2>The company stated that in July 2023, it was granted the UAE's first national license for all types of self-driving vehicles, authorizing autonomous testing and operation on public roads nationwide, subject to emirate-level approvals.WeRide said it has been operating Robotaxis with TXAI in Abu Dhabi since 2021, and in December 2024, the company and Uber launched their Robotaxi ride-hailing partnership in Abu Dhabi, the largest commercial Robotaxi service outside the U.S. and China.The company added that the partnership expanded in July 2025 to cover about half of Abu Dhabi's core areas, including Al Reem and Al Maryah. WeRide said it plans to extend services to cover most of Abu Dhabi city's core by the end of 2025.The company said that the current approval supports WeRide's broader plan to expand its Middle East fleet to 1,000 Robotaxis by 2026.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on WeRide remained unchanged in the ‘bearish’ territory, with message volumes at ‘low’ levels, according to data from Stocktwits.<a href="https://stocktwits.com/symbol/WRD">Shares of WeRide</a> have declined by more than 60% over the last 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/sealed-air-accepts-10-3-b-buyout/cLPkHMrREIv">Sealed Air Accepts $10.3B Buyout – Here’s What Investors Need To Know</a>

In this photo illustration, the WeRide, Inc. logo is displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

WeRide Stock Gains Pre-Market On Green Light For Driverless Robotaxis Abroad

WeRide said that this makes it the first company to receive a city-level commercial permit for Level 4 autonomous driving issued outside the U.S.

<ul class="summary-bullets"><li>Burry warned that history might repeat itself,&nbsp;citing three previous booms and busts.&nbsp;</li><li>Some social media users view the AI bubble as a correlation, rather than a cause, of the current bull run in the market.&nbsp;</li><li>Wedbush’s Daniel Ives said this tech bull market is likely to persist for at least another two years.</li></ul>Michael Burry has issued another warning about a potential artificial intelligence (AI) bubble waiting to burst, even as the market has experienced considerable volatility in recent sessions. Burry accurately predicted the housing market bubble well ahead and profited from its collapse in 2008.The&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, has shed more than 3% since the start of November, as concerns about an AI bubble have mounted. The ETF, however, is up about 19.5% this year.<h2 class="st-heading-2">Chart Tracking Historic Booms</h2>Burry shared a chart showing market plunges after three past bubbles, leaving his followers to guess what could follow the current surge in cloud and AI capital spending.The chart showed the Nasdaq 100 peaking in 2000, driven by the dot-com mania and increased investment in the technology, media, and telecom (TMT) sectors, followed by its subsequent collapse. The housing market bubble of the early 2000s, driven by aggressive subprime lending, led the S&amp;P 500 Index to a high in 2007, before the bubble burst, causing the index to drop sharply.&nbsp;The Shale revolution,&nbsp;spearheaded by hydraulic fracturing and horizontal drilling in the mid-2000s, boosted U.S. oil production by 7 million barrels per day. It helped assert the country’s energy independence and also provided the nations around the world with an alternative supply source. The chart Burry shared showed the S&amp;P Energy Index peaking around July 2014, followed by a sharp pullback.&nbsp;The chart also underscored rising spending on Cloud and AI currently, and the Nasdaq 100, an index comprising 100 non-financial tech companies, hitting all-time highs in the fourth quarter. The index scaled a new peak of 26,182.10 on Oct. 29, and it has since lost about 4.5%.Burry's post on X also carried the text “One chart to refute them all….” The short-seller may have been referring to those who are optimistic about the AI revolution unfolding over multiple years.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_11_16_at_9_54_50_PM_png_d3a907c680.webp" alt="Screenshot 2025-11-16 at 9.54.50 PM.png">His followers held mixed views about his post. One of them suggested another bubble may arise after the AI wave. “AI is probably bigger than the DOT.com bubble, but who knows.&nbsp; What comes after will be the money maker - humanoid robots.&nbsp; Keep money for that,” they said. Another argued that “It’s not necessarily bubble. They look more like correlation instead of causation.”A user also took a jibe at Burry and said, “Closed fund to become [a] content creator.”<h2 class="st-heading-2">Burry’s AI Skepticism</h2>After a nearly two-year hiatus, Burry reappeared on X in late October, flagging a bubble and advising investors not to play it. Later, he posted about rising TMT capital expenditure and the circular deals occurring in the AI industry.&nbsp;The “Big Short” fame hedge fund manager also warned about big techs, including Meta, Alphabet, Oracle, Microsoft, and Amazon, using a higher useful life for networking/computing assets, thereby artificially boosting profits. He stated that Meta and Oracle may be overstating earnings by over 20% each by 2028 due to this.In a separate post, Burry took a potshot at Palantir, another AI darling, and against which his hedge fund Scion Asset Management had taken a massive short bet in the third quarter. His firm has since deregistered with the SEC.All through his social media return, he has been flagging a venture, the nature of which he hasn’t clarified yet. He issued another teaser toward it in his latest post. “To be continued Nov 25th, or before,” he said in the post.<h2 class="st-heading-2">AI Evangelist Stays Bullish&nbsp;</h2>Wedbush analyst Daniel Ives has dismissed the AI bear chatter circulating on the Street. In a note released on Friday, the analyst said, “While the bears will continue to yell ‘AI Bubble' from their hibernation caves, we continue to point to this tech capex supercycle that is driving this 4th Industrial Revolution into the next few years.”Citing field checks, the analyst stated that AI use cases are expected to drive trillions of dollars in spending over the next few years, adding that this tech bull market is likely to persist for at least another two years.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/infleqtion-s-ceo-sees-industry-consolidation-160-b-opportunity/cLPQ4R0REEy">EXCLUSIVE: Quantum Stocks Are Still Hot — And Infleqtion's CEO Sees Industry Consolidation, $160B Opportunity As It Heads For SPAC Listing</a>

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

Michael Burry Digs Up ‘One Chart To Refute Them All’ As He Sounds Fresh AI Bubble Alarm

Big tech’s rising capital spending on cloud and AI has raised the specter of an imminent bubble burst, although some believe that the revolution has further legs to play out.

AI Stocks: Bubble or Boom Ahead?

We explore the AI trade outlook and feature three ETFs.

<ul class="summary-bullets"><li>Microsoft has publicly supported&nbsp;the GAIN AI Act, while Amazon has told Senate staffers in private that they also back it,&nbsp;according to the Wall Street Journal.</li><li>The move comes amid lobbying for favorable policies that can give these companies an edge in the AI race.</li><li>An analyst said the relationship between Nvidia and hyperscalers is becoming increasingly complex.</li></ul>Two of Nvidia Corp.’s (NVDA) largest hyperscaler customers have reportedly backed the Trump administration’s proposed legislation that would further restrict the company’s chip exports to China.&nbsp;A bipartisan bill, called the GAIN AI (Guaranteeing Access and Innovation for National Artificial Intelligence) Act, proposes that a company seeking a license to export advanced AI chips to China and other countries of concern first certify that American companies and startups have priority in acquiring those chips.&nbsp;Nvidia and its peer, AMD, have been cut out of the lucrative China artificial intelligence (AI) chip market due to the U.S.’s apprehension about arming China with these high-performance chips and ceding its leadership in the AI arms race. These companies have been among the biggest beneficiaries of the AI revolution since it kicked off in late 2022.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> is up 39% year-to-date compared to the 105% advance for&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD's stock.</a>&nbsp;<h2 class="st-heading-2">Teaming Up Against Partner</h2>The Wall Street Journal,&nbsp;citing congressional aides and people familiar with the matter, has&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/amazon-and-microsoft-back-effort-that-would-restrict-nvidias-exports-to-china-21e29e01?mod=hp_lead_pos3">reported</a> that Amazon and Microsoft have sided with the government as they compete for favorable policies to maintain their AI leadership.Microsoft has publicly supported the act, while Amazon has told Senate staffers in private that it also backs it, according to the Journal. If the bill becomes law, Amazon and Microsoft—the two largest public cloud vendors—would receive preferential access to Nvidia chips.&nbsp;“Usually the tension between hyperscalers and Nvidia is about the product itself and pricing,”&nbsp;according to Futurum Group’s lead semiconductor analyst Ryan Wang, as reported by WSJ. “Right now that tension is getting more complicated.”Sources told the WSJ that other major tech companies, including Alphabet (GOOG) and Meta (META), as well as President Donald Trump, have not yet taken a stance on the GAIN AI Act. That said, Nvidia has no bones about its opposition to the Act.&nbsp; Speaking to Reuters in early September, a Nvidia spokesperson said, “We never deprive American customers in order to serve the rest of the world. In trying to solve a problem that does not exist, the proposed bill would restrict competition worldwide in any industry that uses mainstream computing chips.”<h2 class="st-heading-2">A Test For Street Savvy Huang</h2>Congress is reportedly considering whether to include the act as an amendment to the National Defense Authorization Act, which the president typically considers by the end of the year. The Act has received support from top Democratic lawmakers, including Senate Minority Leader Chuck Schumer (D-N.Y.) and Sen. Elizabeth Warren (D-Mass.). However, it still needs to gain the approval of Senate Banking Committee Chair Tim Scott (R-S.C.) and top House Republicans.&nbsp;According to the Journal, the Act will test the influence of Nvidia CEO Jensen Huang, who has been vocal about creating a level playing field for U.S. companies by allowing them to compete in the Chinese market. Huang was seen hobnobbing with Trump at the White House in the past, and the executive announced the government's commitment to resume China-specific H20 AI chip exports earlier this year, before the Commerce Department confirmed the development.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/minneapolis-fed-s-neel-kashkari-pushes-back-on-december-rate-cut/cLPfviRREEL">Minneapolis Fed’s Neel Kashkari Pushes Back On December Rate Cut, Cites Corporate America’s Rosy 2026 Outlook</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. 

Did Amazon And Microsoft Just Turn On Nvidia? 2 Big Techs Reportedly Back Team Trump’s Plan To Box Out AI Chipmaker In China

Nvidia’s push for a level playing field in China has seen a setback as a few hyperscaler customers have taken a stance against exporting chips to the Asian nation.

<ul class="summary-bullets"><li>Palantir stock currently trades at a 73% discount to the per-share value of Burry's bearish bet.</li><li>Citron said in a mid-August short report that Palantir is worth only $40 apiece.</li><li>Burry has called out a bubble in the AI space — an industry that drove much of the upside seen in the bull run since late 2022.</li></ul>Scion Asset Management founder Michael Burry,&nbsp;who famously bet against the U.S. housing market in 2008, took a potshot at financial media for their coverage of his firm's short bet against Palantir in a new post on X.&nbsp;The hedge-fund manager emerged from a nearly two-year social-media&nbsp;hiatus in late October and has since been quick to engage, mainly issuing warnings about the artificial intelligence (AI) bubble.<h2 class="st-heading-2">Burry Calls Out Media</h2>Sharing a screenshot of a CNBC headline that said Burry bought Palantir put options worth $912 million as of Sept. 30, Burry said he&nbsp;purchased 50,000 of the put options for $1.84 apiece. A put option provides a holder the right, but not the obligation, to sell a financial asset at a predetermined price before the expiration date.&nbsp;A standard put option represents 100 shares, and the option price is quoted per share. So, to derive the cost of a single contract, the quoted premium is multiplied by 100."So, I bought 50,000 of these things for $1.84. Each of those things is 100 doodads. So I spent $9,200,000, Not $912,000,000. @CNBC @WSJ @FT," he said. "Each of those doodads let me sell $PLTR at $50 in 2027."<img src="https://news.stocktwits-cdn.com/Screenshot_2025_11_12_at_10_09_28_PM_png_d5e30b41ec.webp" alt="Screenshot 2025-11-12 at 10.09.28 PM.png">The $912 million figure comes from his Q3 2025 13F filing, a mandatory SEC disclosure of hedge fund holdings as of Sept. 30, 2025. In these filings, options positions are reported by their notional value, which represents the current market value of the underlying shares. In this case, that is 5 million shares at roughly $182 per share (Palantir’s price around that time), which results in about $912 million, a figure that reflects exposure, not the actual cash outlay.<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> ended Wednesday's session down 3.56% at $184.17. The stock is therefore trading at a roughly 73% discount to Burry's $50 price target. Incidentally, Citron said in a mid-August short report that <a href="https://stocktwits.com/news-articles/markets/equity/palantir-retail-traders-sentiment-deflates-amid-short-attack/chsiBicRdW0">Palantir is worth only $40 apiece.</a><h2 class="st-heading-2">Burry Wants To Move On</h2>In his bio on X, Burry,&nbsp;who Christian Bale played in the 2015 movie "The Big Short", has teased the potential launch of a social media channel on Nov. 25. In his recent posts calling out hyperscalers such as Oracle and Meta for their disproportionate capital expenditures (capex) and for artificially inflating earnings by extending the useful life of assets, he said he would disclose more information by that date.Some Stocktwits users also shared screenshots alleging that Burry "is shutting down his Scion Asset Management and will be returning capital to investors by year end."&nbsp;This could not be independently verified at the time of publishing.<stembedurl>https://stocktwits.com/wha1e/message/635988654</stembedurl>However, Burry’s X bio currently teases a potential new venture on Nov. 25. One of his recent post images shows Scion’s SEC registration terminated effective Nov. 10, 2025 — hinting that he may be “unchaining” from traditional hedge fund regulations. Replies to the post on social media speculate it could be a blog, newsletter, or platform offering direct access to his trades or insights.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/disney-on-retail-s-radar-ahead-of-q4-print/cLPB8eGREdM">&nbsp;Disney On Retail's Radar Ahead Of Q4 Print: Did Jimmy Kimmel Saga Dent Streaming Performance?</a>

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

‘Big Short’ Investor Michael Burry Mocks Media Over His Palantir Short Bet, Says Their Math Was Off By Roughly 100x

Burry said he spent $9.2 million on Palantir put options, not $912 million as the media reported.

Is SoftBank's Nvidia Stake Sale a Strategic Shift? AI ETF Theme Wins

SoftBank pivots from Nvidia to OpenAI, signaling confidence in AI's next wave. ETFs like CHAT, BOTZ & AIQ stand to gain from this strategic shift.

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