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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs earnings beat, first quarterly profit since its IPO, and surging AI-compute business are driving attention, with traders also focused on plans for much heavier data-center investment. Bulls see accelerating demand and growth potential, while skeptics question the valuation, spending plans, and ambitious revenue outlook; upcoming share unlocks are another concern.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary Q1 update, citing stronger AI-platform demand, raised its revenue outlook well above prior guidance and projected higher gross margins, driving a sharp rally and renewed optimism about AI-server demand. Traders debated whether the improvement can be sustained, with some highlighting the companys execution and credibility concerns and the stocks history of volatile moves.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly results beat earnings expectations, but softer fourth-quarter guidance and slower revenue growth overshadowed the solid quarter and pressured the shares. Traders are divided between concerns about fading growth, advertising execution and streaming competition, and views that the selloff is overdone given the companys profitability.

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 and SpaceX have formed committees to explore a potential merger, fueling bullish deal speculation while skeptics note that no agreement is in place and shareholder approval would be required. Traders are also positioning around Teslas quarterly earnings, with debate over whether results can support the recent strength.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is moving with the volatile AI neocloud trade; traders linked a sharp rebound to SpaceXs upbeat comments on strong compute demand and constrained capacity. That optimism is tempered by concerns about funding and CoreWeaves debt exposure, with some viewing the bounce as relief rather than a confirmed trend reversal.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Loop Capitals downgrade of Apple to Hold, citing weaker iPhone shipment-recovery prospects and rising memory costs, is driving discussion alongside broader concerns about valuation and slowing demand ahead of earnings. Bearish traders see further downside, while bulls argue that strong iPhone Duo preorder demand and the stocks resilience offset the analyst concerns.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal testing business to Labcorp for cash is driving the sharp move, with traders viewing the proceeds as a way to strengthen the balance sheet and fund its cancer-testing business. The reaction is divided: bulls welcome the cash and strategic focus, while skeptics worry that divesting a revenue-generating unit leaves the remaining business with lower revenue and unresolved debt and execution risks.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention amid a sharp selloff in AI-infrastructure and neocloud stocks, with traders focused on funding risks and whether the company can deliver its planned AI capacity. Co-CEO Daniel Roberts comments that the data centers were funded with cash and carry no debt reassured some investors, while others remain concerned about the sectors financing outlook, execution, and IRENs relative weakness.

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

Reports of large Chinese orders for export-compliant Nvidia GPUs are drawing attention, with demand reportedly outstripping planned supply. Traders see the orders as evidence of resilient demand but debate why the shares remain weak amid broader concerns about AI spending, financing, and semiconductor-sector volatility.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys QNX royalty backlog reaching a record level after strong growth is driving attention, with traders linking the update to demand for automotive and embedded software, including Alloy Kore. Bulls see it as evidence of future growth, while skeptics stress that estimated backlog is not the same as near-term recognized revenue and question when it will translate into results.

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Michael Burry Asks ‘Who Wants To Be The Next George Soros?’ As Bessent Moves To Calm Treasury Market 

Equity

Burry warned that the economy’s heavy reliance on AI investment echoed the dependency that preceded the global financial crisis.

Paul Krugman Says Rising Interest Rates On Government Bonds Not A Debt Crisis: 'Don't Panic'

Krugman attributed the rise in global interest rates to stronger demand for credit than available supply, and higher risk premiums demanded by investors. 

iShares Trust - iShares Core 10+ Year USD Bond ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Michael Burry asked, “Who wants to be the next George Soros?” as Treasury moved to stabilize long-term bonds.</li><li>Burry’s remark highlighted a role reversal for Bessent, who helped Soros research his historic 1992 pound short.</li><li>Treasury doubled long-dated bond buybacks to $4 billion per operation, with Bessent signaling they could grow further.</li></ul><p>‘Big Short’ investor Michael Burry revived the memory of George Soros’ Black Wednesday triumph as Washington moved to contain surging Treasury yields and worsening liquidity in the 30-year bond.</p><p>The intervention comes as the 30-year Treasury yield remains around 5.2%, liquidity in the long end deteriorates, and U.S. federal debt crossed $40 trillion.&nbsp;</p><h2 class="st-heading-2"><strong>Burry Flags A Soros Echo In Treasury Market&nbsp;</strong></h2><p>“Who wants to be the next George Soros?” Burry&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2090460356204507356">wrote on X</a> on Thursday, spotlighting Treasury Secretary Scott Bessent’s statements that buybacks could exceed $4 billion per operation, long-term yields do not reflect economic fundamentals, and 30-year liquidity is “especially poor.”</p><p>Bessent previously worked at Soros Fund Management and contributed to the research behind its 1992 short against the British pound. The trade reportedly earned the firm more than $1 billion and established Soros as “the man who broke the Bank of England.” Burry's reference highlighted an unusual role reversal: Bessent, a former Soros lieutenant, is now overseeing efforts to improve liquidity and stability in the Treasury market.&nbsp;</p><h2 class="st-heading-2"><strong>Bessent Signals Bigger Treasury Buybacks</strong></h2><p>Treasury doubled its planned purchases of securities maturing in 10 to 30 years from $2 billion to $4 billion per operation on Wednesday. Bessent said the program could grow further. “We’re going to increase the size of the buyback,” he told&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/08/20/bessent-says-treasury-buyback-operation-could-be-more-than-4-billion.html">CNBC</a>. “It could be more than the $4 billion per issue.”</p><p>Bessent said Treasury wants to “make a market” in longer-dated securities but is not targeting a particular yield. The 30-year yield was recently around 5.235%, while the 10-year yield stood near 4.704%. “All we’re trying to do is get people to focus on the fundamentals and not trade the headlines during a quiet period in a thin market,” he said.</p><h2 class="st-heading-2"><strong>Yardeni Pushes Back On Bond Crisis Fears&nbsp;</strong></h2><p>Yardeni Research President Ed Yardeni said Treasury is not trying to force yields lower. The buybacks target older, less-liquid “off-the-run” bonds, freeing dealer balance sheets and improving secondary-market functioning. “Bessent isn’t trying to lower bond yields,” Yardeni said. “Rather, he is trying to stabilize them so Treasury auctions go smoothly.”</p><p>Yields dipped after Wednesday’s announcement but edged higher on Thursday. However, Yardeni rejected the interpretation and maintained his forecast for the 10-year yield to remain between 4% and 5% through the end of 2027.</p><h2 class="st-heading-2"><strong>Bessent Faces $40 Trillion Debt Test&nbsp;</strong></h2><p>Long-term yields have climbed amid widening deficits, higher term premiums, overseas competition and heavy corporate borrowing tied to the AI data-center buildout. Federal debt crossed a record $40 trillion this week, but Bessent said that stronger growth could help manage the burden.</p><p>“There’s nothing magic about the $40 trillion number, and we can grow our way out of that,” he said. “Global growth is the way to take care of this mountain of debt.” Bessent called 30-year liquidity “very poor,” adding: “We have a big toolkit… we believe that the yields don’t reflect the underlying fundamentals.”</p><h2 class="st-heading-2"><strong>Burry’s Other Warning: AI Dependency Echoes The GFC&nbsp;</strong></h2><p>Burry separately&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.yardeniquicktakes.com/freaking-out-over-the-bond-market/">warned</a> about the economy’s reliance on AI investment.&nbsp;</p><p>Citing Apollo Chief Economist Torsten Slok, he noted that traditional rate-sensitive construction weakened after the Federal Reserve began hiking in 2022, while data-center spending continued surging because anticipated AI returns outweighed higher financing costs.</p><p>&nbsp;“This is the dependency of the economy on one thing that got us the GFC,” Burry said.</p><h2 class="st-heading-2"><strong>How Retail Traders Feel About The Bond Market</strong></h2><p>The&nbsp;<a href="https://stocktwits.com/symbol/ILTB">iShares Core 10+ Year USD Bond ETF (ILTB)</a> fell 0.6% on Thursday, while the&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF (TLT)</a> declined 0.8%. On Stocktwits, retail sentiment was ‘neutral’ for ILTB amid ‘normal’ message volume and ‘bullish’ for TLT amid ‘high’ message volume.</p><p>Among major index-tracking ETFs, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> fell 0.8% on Thursday amid ‘neutral’ retail sentiment. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> and&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> gained 0.7% and 1.34%, respectively, though Stocktwits sentiment for both remained ‘bearish’.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-nevada-5000-robotaxis-musk-crazy-tesla-growth/cZYBj2cRJN5">TSLA Stock Eyes Another Winning Week: Nevada Clears Up To 5,000 Robotaxis, Musk Sees ‘Crazy’ Tesla Growth&nbsp;</a></p>

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

Michael Burry Flags A ‘George Soros’ Echo In The Bond Market – And Another 2008 Warning In AI 

iShares Core 10+ Year USD Bond ETF

iShares 20+ Year Treasury Bond ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
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