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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid reported Middle East shipping and energy-infrastructure attacks, fueling concerns about supply disruptions. Traders are divided between expecting the supply-risk rally to continue and anticipating a pullback if tensions ease; some also caution that the expiring WTI contract can distort comparisons with the next contract.

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 after HSBC warned that heavy borrowing needs and potentially slower AI-compute demand could challenge its growth and returns, sharpening traders concerns about debt, refinancing, and dilution amid a broader neocloud selloff. Bears warn of credit and business-model risks, while bulls point to contracted demand and continued AI infrastructure growth; some also cite Goldman Sachss more positive view and ARKs share purchases.

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 slid to post-IPO lows amid concern over insider selling and successive lockup share releases, with traders also pointing to a TD Cowen price-target cut and questions about growth, scaling, and reliance on OpenAI. The discussion is sharply divided between calls for more downside and buyers arguing the selloff is overdone and the AI-chip technology has long-term potential.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock, citing long commercialization timelines and limited firm customer commitments, with uncertainty around the proposed TVA deployment adding to execution concerns. Traders are split between viewing the selloff as an overreaction and seeing it as confirmation of risks facing NuScale and the broader nuclear sector.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the recent selloff, ahead of major megacap earnings, is driving QQQ discussion. Traders are divided over whether it marks a durable recovery or a relief rally that could fade, with AI investment and debt concerns and surging oil prices adding to caution.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces third-quarter earnings beat and raised 2026 guidance are driving attention, with traders also citing stronger orders. Many view the report as bullish, while others are cautious about whether the stock can hold its post-earnings strength amid muted or weakening price action.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs quarterly earnings and revenue beat estimates, but traders are focused on the tightened full-year profit outlook rather than a larger guidance increase. The new buyback program is a positive offset for some, while others question why shares are falling despite the beat.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrops Q3 results beat expectations and management raised its full-year outlook, with a record backlog reinforcing the growth case. Traders are debating why shares remain under pressure despite the strong report, pointing to margin and cash-flow concerns and the possibility that the positive news was already priced in.

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

Apples iPhone Duo preorders reportedly sold out quickly, with deliveries pushed out, drawing bullish attention to demand and the stocks resilience while AI and semiconductor shares faced pressure. Skeptics counter that limited launch supply may explain the sellout and question whether the premium-priced phone will drive meaningful incremental sales, amid broader concerns about Apples valuation.

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 has been caught in a sharp neocloud and AI-infrastructure selloff as traders debate whether heavy buildout spending can earn adequate returns and whether financing risksespecially at CoreWeavewill spread across the sector. The community is split between treating the rebound after the decline as an oversold bounce and expecting more downside, while some argue Nebius is better positioned than debt-heavier peers and that compute demand remains strong.

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Bill Ackman Takes Another Swing At NFLX After Colossal 2022 Loss: 'Netflix Has Effectively Won The Streaming Wars'

Equity

The founder and CEO of Pershing Square Capital Management has said that the hedge fund has picked up a new stake in Netflix in the latest quarter.

Bill Ackman Reveals New Microsoft Stake — Compares MSFT Setup To Earlier GOOG, AMZN, META Bets

Ackman also stated in a post on X that his closed-end fund, Pershing Square USA, also made Microsoft a core holding recently.

Bill Ackman Begins Marketing Pershing Square IPO, Touts ‘Extraordinary Economic Characteristics’ As He Looks To Raise Up To $10B

Pershing Square stated that it has secured $2.8 billion in commitments ahead of the IPO.

Bill Ackman-Led Pershing Square’s Acquisition Proposal Sends UMG Stock Soaring

The company said the cash-and-stock deal values UMG at €30.4 per share, representing a 78% premium over Universal Music’s last closing price.

Bill Ackman’s Pershing Square Files For IPO After A Delay Of More Than A Year

In its filing with the U.S. Securities and Exchange Commission, Pershing Square stated that it has secured $2.8 billion in commitments ahead of the IPO.

Bill Ackman Targets $5B IPO For New US Fund, With Some Free Shares As Sweetener: Report

According to a Bloomberg News report, the IPO of the closed-end fund will coincide with that of his hedge fund, Pershing Square Capital Management.


Bill Ackman’s Pershing Square To Invest $900M In Howard Hughes Holdings

Ackman stated that Howard Hughes has built substantial value for shareholders in recent years, but this value has largely gone unrecognized due to the high cost of capital that the market assigns to the company.


Bill Ackman Says There Won't Be Any Capital Gains To Tax This Year As Markets Quake From Trump Tariffs: 'I Am Proudly Long America'

The billionaire investor, who heads Pershing Square Capital Management, was one of Trump's most prominent backers on Wall Street in the run-up to his electoral victory last year.


Pershing Square Holdings is an investment holding company structured as a closed‐ended fund.

Pershing Square Holdings Ltd

Neutral Sentiment

<ul class="summary-bullets"><li>In 2022, the investor sold NFLX shares after holding it for just three months, clocking a loss of more than $400 million after the stock plunged due to losing subscribers for the first time in a decade.</li><li>The hedge fund now believes that Netflix has since effectively won the streaming wars.</li><li>Pershing Square noted that Netflix is now the dominant global streaming platform, lauded its content discipline and cash position, and also highlighted the buying opportunity after shares fell about 50% from their June 2025 highs.&nbsp;</li></ul>Billionaire investor William Ackman is taking a chance once again on Netflix Inc. (NFLX) by acquiring a fresh stake in the streaming giant through Pershing Square Holdings Ltd. (PS), the publicly traded investment vehicle managed by the Pershing Square investment firm.This is Ackman’s second time investing in the company. In 2022, the investor sold NFLX shares after holding it for just three months, clocking a loss of more than $400 million.&nbsp;However, the stock managed to rebound spectacularly, having risen nearly 650% since then, driven by a password-sharing crackdown, the introduction of a cheaper ad-supported subscription tier, and a move into live content and sports.&nbsp;“When we first invested in early 2022, investors feared an escalating content arms race among a crowded field of streaming entrants. At the same time, cash content spend substantially exceeded content amortization, weighing on free cash flow. The launch of a previously disavowed advertising tier added further uncertainty,” Pershing Square said in its latest Investment Manager’s Report.&nbsp;“Netflix has since effectively won the streaming wars,” it added.&nbsp;<h2 class="st-heading-2">Why Ackman Sold Netflix In 2022</h2>In April 2022, Netflix reported its first subscriber loss in a decade, losing about 200,000 subscribers in the first quarter. The suspension of service in Russia&nbsp;amid the onset of the Ukraine war hit the company hard, costing it about 700,000 members.&nbsp;The stock plunged 35%, prompting Ackman’s Pershing Square to sell its 3.1 million shares for a loss of more than $400 million. Ackman acknowledged that Netflix’s planned moves to introduce advertising and crack down on password sharing made strategic sense but would make the business harder to predict in the near term.&nbsp;Since Pershing Square concentrates its portfolio in roughly a dozen companies and requires a high degree of predictability, Ackman said at the time that he had “lost confidence” in the ability “to predict the company's future prospects with a sufficient degree of certainty."&nbsp;<h2 class="st-heading-2">What Makes Netflix Attractive Now?</h2>Pershing Square noted that Netflix is now the dominant global streaming platform, boasting over 325 million subscribers, nearly double the combined base of its two closest competitors,&nbsp;<a href="https://stocktwits.com/symbol/DIS">Walt Disney’s (DIS)</a> Disney+ and&nbsp;<a href="https://stocktwits.com/symbol/WBD">Warner Bros Discovery’s (WBD)</a> HBO Max.The firm also lauded Netflix’s content discipline, noting that cash content spend has grown at just a 2% annual rate since 2021, further noting that the streaming giant now converts approximately 90% of earnings into free cash flow, primarily redeployed into share buybacks.&nbsp;In its release, Pershing Square highlighted that Netflix’s advertising has scaled rapidly toward $3 billion, while its lower-priced ad-supported tier broadens the addressable market among price-conscious consumers, particularly in international markets.&nbsp;“Our opportunity arose after Netflix’s share price fell ~50% from its June 2025 high of $134, de-rating from over 40 times forward earnings per share to 21 times. The decline began with prolonged uncertainty around the company’s bid for Warner Bros. Discovery, which it ultimately lost in February 2026, enabling it to collect a $2.8 billion termination fee. Investor focus has since shifted to plateauing engagement trends and the longer-term risk AI-generated video poses to content creation,” the firm said.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/NFLX_Shares_Are_Down_Nearly_50_From_June_2025_Highs_c304e478bf.png" alt="NFLX_Shares_Are_Down_Nearly_50_From_June_2025_Highs.png" width="2400" height="1500"></figure>The firm also argued that short-form video is taking share mainly from linear TV and weaker streaming services, not Netflix. Pershing believes AI risks are overstated, as producing high-quality long-form content remains costly, while Netflix’s scale and AI-powered recommendations, as well as ad targeting, could strengthen its competitive edge.“Looking forward, we expect Netflix to compound revenue at a double-digit growth rate, with content costs growing more slowly than revenue driving continued margin expansion. Combined with a robust buyback program, we estimate earnings should compound at close to 20% annually,” it said.&nbsp;“We believe the company’s current valuation multiple represents a substantial discount for a business with such a strong growth profile and dominant market position,” it added.&nbsp;<h2 class="st-heading-2">Netflix Recent Performance</h2>In July, Netflix reported&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nflx-stock-sinks-over-8-percent-after-hours-q2-revenue-miss-and-q3-weak-guidance-weigh-on-netflix-shares/cZZEYByR7tG">second-quarter</a> (Q2) revenue of $12.56 billion, slightly below analyst estimates, while earnings per share of $0.80 beat Wall Street expectations.&nbsp;<img src="https://news.stocktwits-cdn.com/Netflixs_Recent_Quarterly_Revenues_ae900deb86.png" alt="Netflixs_Recent_Quarterly_Revenues.png">All regions reported growth in revenue, with Latin America leading with 21% growth and 16% in Asia Pacific. Netflix also said that live programming is expected to account for 5% of its content budget but has driven six of its 10 biggest new-member sign-up days over the past five years.Meanwhile, for the third quarter (Q3), Netflix forecast revenue of $12.86 billion and EPS of $0.82, below expectations. The company also narrowed full-year revenue guidance to between $51 billion and $51.4 billion.&nbsp;Management also reiterated that it remains open to selective mergers and acquisitions, but maintains a high bar for large deals after walking away from Warner Bros. Discovery.<a href="https://stocktwits.com/symbol/NFLX">NFLX shares</a> are down more than 20% year-to-date, while DIS and WBD have posted more modest declines.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260813_102912481_97a138855e.png" alt="koyfin_20260813_102912481.png" width="2400" height="1500"></figure><h2 class="st-heading-2">NFLX Stock: Retail Stance</h2>On Stocktwits, retail sentiment around NFLX stock was ‘bearish’ at the time of writing.&nbsp;One user&nbsp;<a href="https://stocktwits.com/profit1prophet/message/661739943">said</a>, “$NFLX The march upward is upon us. Long and strong.&nbsp; NFLX price action is now holding above a critical level, resistance is turning to SUPPORT at ~$75.05. News about Ackman's fund purchasing NFLX may be further fuel to higher highs and higher lows. EASY MONEY.”However, another user&nbsp;<a href="https://stocktwits.com/naser_khalafi/message/661717613">said</a>, “$NFLX stop hunt&nbsp; huge drop coming.”For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bill Ackman attends Legion of Honour Award Ceremony and Dinner for Olivia Tournay Flatto at the Park Avenue Armory on October 19, 2022 in New York City. (Photo by Sylvain Gaboury/Patrick McMullan via Getty Images)

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