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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

CoreWeave is under pressure amid a selloff in AI infrastructure stocks, as traders focus on its heavy debt, costly financing needs, and whether its contracted demand can support further growth. Bears fear dilution or default, while dip buyers point to the backlog and Nvidia ties; Goldmans upgrade and ARKs buying have not resolved the debate.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a steep selloff and negative political sentiment surrounding Trump, with traders pointing to his reported record-low approval and approaching midterms as potential headwinds. The discussion is overwhelmingly bearish, though a few traders describe the decline as a speculative buying opportunity.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers steep selloff and fresh 52-week lows are driving discussion, with traders focused on dilution and financing concerns around its convertible-note offering, alongside broader scrutiny of AI data-center costs. Bearish reactions criticize management and the share overhang, while bulls point to long-term AI infrastructure demand and data-center contracts as reasons for optimism.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Attention is centered on Vicors upcoming quarterly results, with traders pointing to two Q3 growth-guidance increases tied to higher royalties from its Vertical Power Delivery licenses. The community is split between bullish earnings expectations and dip-buying, and concerns about volatility and the stocks history of post-earnings pullbacks.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers planned ezCater acquisition has prompted debate over whether expanding into corporate catering will strengthen Uber Eats or add costly complexity, while the stocks prolonged weakness fuels frustration. Traders also differ on whether robotaxi competition threatens Ubers core business or could become another channel on its platform.

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 shares have fallen sharply to post-IPO lows, with traders pointing to lockup-related share supply, insider selling and a TD Cowen price-target cut as sources of pressure. The conversation is largely bearish over valuation, growth and customer concentration, though some investors see the selloff as an oversold buying opportunity and remain bullish on the companys AI-chip technology.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBios expanded FDA approval of ANKTIVA for papillary-only bladder cancer, alongside favorable long-term bladder data, is the main focus, but shares have sold off despite the positive developments. Traders disagree over whether the decline reflects a sell-the-news move and broader biotech weakness or concerns about valuation, revenue execution, and competition; bullish claims of coordinated short pressure remain speculation.

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

Kratos steep selloff and an analysts sharp price-target cut are driving discussion, with traders debating whether the decline reflects stretched valuation and resetting growth expectations or broader weakness in defense and drone stocks. Some remain bullish on contract momentum and long-term demand for unmanned systems, while others are frustrated that positive business updates have not steadied the share price.

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 upcoming Q3 report is the dominant focus, with traders watching for signs that subscriber growth and viewer engagement are holding up, alongside guidance on advertising and margins. The stocks weakness and analyst target cuts have fueled bearish calls for more downside, while some traders see subdued expectations as a setup for a rebound.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is rebounding after a steep selloff in Korean and memory stocks, amid KOSPI volatility, foreign-investor selling and concerns about Chinese memory competition and the durability of AI spending. Bulls call the decline an overreaction given strong HBM demand and low valuations, while bears see risks from a normalizing memory cycle and continued sector pressure.

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MELI Stock In Spotlight: Michael Burry Says The Latin American Tech Giant 'Comes Cheap’ Despite Strong Growth 

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Burry disclosed that he increased his position in MELI around the mid-$1,500 level.


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<ul class="summary-bullets"><li>Burry noted that the stock rose from 2022 to 2025, while its price-to-sales ratio remained flat.</li><li>He emphasized that investors did not increase valuation multiples despite steady growth.&nbsp;</li><li>Last week, Goldman Sachs reduced its price target on MercadoLibre to $2,100 from $2,440.</li></ul>Mercado Libre Inc. (MELI) stock drew attention after the “Big Short” fame investor, Michael Burry, highlighted the company’s sustained share-price rally with a largely unchanged price-to-sales multiple between 2022 and 2025.&nbsp;He believes that the stock may still be undervalued despite years of strong execution.<h2 class="st-heading-2">MELI’s Valuation vs Growth Divergence</h2>In his Substack&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-198313595">post</a>, Burry showed a chart suggesting that, although the Latin American e-commerce company grew revenue strongly, its valuation remained low, pointing more to a changing investor mood than to weaker business performance.In the post, Burry noted that the stock kept rising for several years even though its price-to-sales ratio did not change much, suggesting a gap between growth expectations and valuation.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_15_jpg_9057c0588c.webp" alt="fiscal-ai-chart-export (15).jpg" width="2160" height="2160"></figure>The chart breakdown pointed to a rare pattern: while the share price advanced meaningfully from 2022 through 2025, the price-to-sales ratio stayed unusually stable. That combination typically signals accelerating top-line performance. In this case, it also suggested investors were not aggressively re-rating the business despite consistent growth.“Mercado Libre (MELI) is a clean long-term winner, and the stock comes cheap because it is not based in the United States and does not operate in the United States,” Burry said.&nbsp;Michael Burry said he added MELI to his portfolio at the mid-$1,500 range, describing it as a modest allocation.<a href="https://stocktwits.com/symbol/MELI">Mercado Libre stock</a> edged 0.06% lower overnight, ahead of Tuesday.&nbsp;&nbsp;<h2 class="st-heading-2">MELI’s Q1 Performance&nbsp;</h2>Earlier this month, Mercado Libre delivered strong top-line growth, even as profitability came in slightly below expectations. For the fiscal first quarter, the company reported revenue of $8.85 billion, marking a 49% increase year over year. Earnings per share (EPS) came in at $8.23.&nbsp;While sales surpassed Wall Street’s forecast of $8.3 billion, EPS fell short of the expected $8.47, according to Fiscal AI data, reflecting margin pressure despite strong demand.<h2 class="st-heading-2">Analysts Cut Targets Despite Strong Q1</h2>Following the Q1 earnings, a slew of Wall Street analysts revised their outlook, prompting discussions over its growth trajectory and margin pressure. Last week, Goldman Sachs reduced its price target on MercadoLibre to $2,100 from $2,440, while maintaining a ‘Buy’ rating, as per TheFly.&nbsp;UBS also cut its price target to $1,750 from $2,050, keeping a ‘Neutral’ stance. Meanwhile, JPMorgan adjusted its price target to $1,900 from $2,100 and held its ‘Neutral’ rating.&nbsp;MELI stock has declined by over 21% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nke-nclh-gis-stocks-hit-52-week-lows-today-why-are-these-consumer-firms-crashing/cZXuO3lReZR">NKE, NCLH, GIS Stocks Hit 52-Week Lows Today: Why Are These Consumer Firms Crashing?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a MercadoLibre, Inc. logo is seen on a smartphone screen.

Mercado Libre Inc. (MELI) stock drew attention after the “Big Short” fame investor, Michael Burry, highlighted the company’s sustained share-price rally with a largely unchanged price-to-sales multiple between 2022 and 2025.&nbsp;He believes that the stoc

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