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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves sharp selloff and repeated tests of recent lows have traders focused on its heavy debt, financing costs and ability to fund AI infrastructure growth. Bears warn of dilution or financial distress, while bulls point to AI demand and contracted backlog and treat the weakness as a buying opportunity; Goldmans upgrade and ARKs purchases have not ended the debate.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is under pressure amid a broader semiconductor selloff and concerns about AI spending, financing, and the sustainability of the trade; CEO Hock Tans remarks comparing some AI investing to gambling have become a flashpoint for traders. The community is split between viewing the decline as sector-wide weakness and a buying opportunity, and seeing persistent underperformance as a sign of deeper valuation or demand risks.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention amid a prolonged post-IPO selloff, with traders citing lockup expirations and insider-share supply, a TD Cowen price-target cut, and concerns about OpenAI customer concentration, scaling, and Nvidia competition. Bears see continued selling pressure, while bulls argue the decline is overdone and point to Cerebras AI-chip technology and backlog.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is rebounding alongside semiconductor stocks after a steep, extended selloff, drawing dip buyers who see oversold conditions and continued AI-chip demand as support for a recovery. Others warn the bounce may be temporary, citing concerns about AI investment returns and debt, market uncertainty, and upcoming chip-sector earnings.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRKs volatile price action is being debated against concerns about token unlocks and dilution, which traders blame for persistent selling. Bulls point to Starknets quantum-resistant technology, Bitcoin integration, privacy features and possible shift to an independent Layer 1, while skeptics question whether those developments can overcome supply pressure.

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 is drawing attention amid a volatile AI and semiconductor rebound, as traders debate whether credit strains at AI infrastructure firms such as CoreWeave and uncertain returns on data-center spending could undermine chip demand. Dip buyers see continued AI demand and upcoming hyperscaler earnings and GTC commentary as reasons for confidence, while skeptics warn that the rally may fade.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

KTOS is drawing attention after a prolonged selloff and fresh lows, with traders debating whether high valuation, dilution and weak price action outweigh its defense-growth prospects. Bulls point to contract momentum and demand for drones and hypersonics as reasons the pullback may be an opportunity, while bears remain focused on the stocks continued decline.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention over concerns that its debt-funded AI data-center buildout and heavy capital spending could strain cash flow, amplified by widening credit-risk indicators and broader jitters around AI infrastructure financing. Traders are split between fears that spending and customer concentration pose serious risks and the view that Oracles cloud demand and backlog can eventually justify the investment, with some buying the selloff.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Scott Kirbys comments supporting a near-total inheritance tax have drawn sharp criticism, with some traders calling for a boycott of United. The discussion also focuses on the quarterly earnings report and recent share weakness, with traders divided between bearish concerns and potential upside if results and guidance reassure investors.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

SE is drawing attention for a sharp pullback despite strong Q2 growth; traders blame insider share sales and technical weakness, while bulls argue the sales were planned and point to Shopee and Monee growth as reasons to buy the dip.

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 Michael Burry Ramped His SFM Stock Position To 3% — Here's Why He Sees 'Long Runway' Despite Near-Term Pain

Equity

Burry increased his stake in Sprouts Farmers Market to about 3%, adding shares at around $73 per share. 


Deere Stock Surges on Upbeat Earnings & Guidance: Agri ETFs to Play

Deere (DE) jumps after strong earnings and higher guidance, lifting agriculture ETFs like VEGI, KROP and FTAG as farm and ag-tech stocks gain momentum.

 ETFs in Spotlight as Trump Moves to Mobilize Defense Production Act

Trump invokes the Defense Production Act to secure phosphorus and glyphosate. MOO could gain as domestic agricultural and materials players ramp up. 

ETFs in Spotlight as Deere Slumps After Q4 Earnings Fall 14% Y/Y

VEGI and other DE-heavy ETFs draw attention as Deere's shares slide after a 14% drop in quarterly earnings.

Retail Investors Remain Neutral On Beyond Meat Stock Despite Restructuring Report And 13% Fall In Stock

For the quarter-ended March 2024, the company’s cash and cash equivalents balance, including restricted cash, stood at $173.50 million. Retail investors remain concerned that the company can’t generate cash from its operations and will need to get it through more dilutive means.

Global X Funds - Global X AgTech & Food Innovation ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Burry said the stock had been overvalued before its decline, and now sees it as more reasonably priced.&nbsp;</li><li>SFM climbed to about $182 in mid-2025 before falling to $65–$85 as growth and margin concerns emerged.&nbsp;</li><li>Sprouts Farmers has cautioned that fiscal 2026 may begin&nbsp;weakly due to tough year-over-year comparisons and continued investment in loyalty programs.&nbsp;</li></ul>Sprouts Farmers Market Inc. (SFM) stock is back in focus after&nbsp;“Big Short” investor Michael Burry expressed&nbsp;renewed confidence in the specialty grocer despite a steep pullback from its 2025 peak.In his&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-195386715">Substack</a> post during the weekend,&nbsp;Burry, known for predicting the 2008 financial crisis,&nbsp;disclosed a larger stake in the&nbsp;Phoenix, Arizona-based organic grocer.<h2 class="st-heading-2">SFM’s Valuation Reset Draws Attention</h2>Burry&nbsp;increased his stake in Sprouts to roughly 3%. “I finally ramped up my position in Sprouts Farmers’ Markets SFM at ~$73. This is now a low normal position size – about 3%,” Burry said.&nbsp;The move comes as the stock stabilizes near $73 after months of volatility and shifting sentiment in the retail grocery sector.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260426_110408213_png_7274d89886.webp" alt="SFM Stock 1-Year Price Performance.(Source:Koyfin)" width="2400" height="1240"><figcaption>SFM Stock 1-Year Price Performance.(Source:Koyfin)</figcaption></figure>Burry noted that Sprouts had previously moved “too far ahead of itself” before a broad correction pulled shares back from extremes. After peaking near $182 in June 2025, the stock lost significant momentum as investors reassessed growth expectations and margin pressures heading into 2026.&nbsp;“The stock got too far ahead of itself, and I am glad it came back,” Burry added.&nbsp;By early 2026, the stock had fallen into the $65-$85 range. Burry’s buying activity around $73 suggests he sees the valuation, roughly 14 times earnings, as more aligned with the company’s underlying performance.<h2 class="st-heading-2">SFM’s Long-Term Thesis Remains Intact</h2>Despite acknowledging near-term challenges, Burry emphasized his continued confidence in the company’s business model. “I appreciate the model and believe there is a long runway ahead. This year will not be a good one, but long-term, I believe in the business,” said Burry.&nbsp;The company has warned that fiscal 2026 may begin on a weaker note due to difficult comparisons and ongoing investment in loyalty initiatives. “While we were pleased with our 2025 results and remain confident in our long-term growth, we expect challenges in 2026, especially in the first half due to strong prior year comparisons and a dynamic macro environment,” said CFO Curtis Valentine during fourth-quarter earnings.&nbsp;&nbsp;The company is scheduled to report its fiscal first-quarter earnings on April 29. It sees comparable store sales declining between 3% and 1%, while earnings per share are projected to range from $1.66 to $1.70, against analysts’ consensus estimate of $1.68, according to Fiscal AI data.&nbsp;Earlier this month, Melius Research downgraded SFM to 'Sell' from 'Hold' and lowered its price target to $70 from $75, citing risks to the company's traffic and margins that it believes may not meet expectations. Amid constrained traffic, Sprouts' growth algorithm is becoming more investment-driven, more margin-constrained, and "less durable" than what is priced into the shares, the analyst said. The company also faces rising cost pressure across the fresh and produce categories, according to Melius.SFM stock has declined by over 8% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/achr-stock-gains-institutional-muscle-black-rock-reveals-stake-even-as-cash-burn-concerns-weigh/cZBN7oJRe2I">ACHR Stock Gains Institutional Muscle: BlackRock Reveals 6.9% Stake Even As Cash Burn Concerns Weigh</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Burry increased his stake in Sprouts Farmers Market to about 3%, adding shares at around $73 per share. 

Sprouts Farmers Market Inc

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