Michael Burry compares Nvidia (NVDA) to Cisco’s dot-com collapse, citing $95.2B supply commitments. Stock fell 5% despite record earnings. Analysis inside.
Author: Trader Edge
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Nvidia (NVDA) dropped 5% post-earnings as Michael Burry flagged $95.2B in supply obligations, warning of potential ‘catastrophic’ consequences.
Circle Internet (CRCL) jumped to $90 after posting Q4 EPS of $0.43 and 77% revenue growth. Four analysts raised targets, including Bernstein’s $190 forecast.
Strategy (MSTR) leads all $25B+ stocks with 14% short interest. Bitcoin ETF basis trades drive the positioning as the company holds 717,722 BTC.
Circle Internet (CRCL) stock rallied after Q4 earnings beat expectations. Four analysts revised targets higher, with Bernstein maintaining $190 forecast.
TeraWulf (WULF) reports worse-than-expected Q4 loss of $1.66/share as Bitcoin plunge impacts mining. Company transitions to AI with $12.8B HPC contracts.
TeraWulf (WULF) Q4 earnings miss estimates with $1.66 loss per share. Bitcoin revenue falls sharply while company pivots to AI with $12.8B in contracts.
Strategy (MSTR) leads global short interest at 14% of market cap, but basis trades with Bitcoin ETFs may explain positioning more than pure bearish bets.
MGM Resorts (MGM) rose 5.79% to $37.62 on Feb 26, marking three consecutive days of gains. Company reports $17.5B revenue and $1M gaming responsibility pledge.
Dell Technologies (DELL) stock surges 13% after crushing Q4 earnings with AI server revenue up 342% and $43B backlog driving optimistic guidance.
BofA raises Caterpillar (CAT) price target to $825 after exceptional 2025 earnings. Insider sales climb to $98M while stock trades at 40x earnings. Details here.