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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 Micro Computer is facing significant investor alarm following the arrest of a co-founder and two associates for allegedly smuggling high-performance hardware to China, fueling concerns about governance, future partnership stability, and potential regulatory repercussions. The community is actively debating whether the company is a victim of rogue insider activity or if the pattern of leadership and compliance failures makes the stock fundamentally uninvestable.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

The S&P 500 is currently trending as investors navigate a volatile mix of geopolitical instability in the Middle East and upcoming quad-witching volatility. The community is sharply divided, with active debates centered on whether recent market moves are a temporary relief rally or an inevitable precursor to a larger correction, while many monitor energy prices and potential military escalations for clues on future market direction.

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 is facing a wave of bearish sentiment and heightened volatility as traders weigh the impact of an expanded federal safety probe into its self-driving technology against recent news of a multibillion-dollar investment in solar manufacturing. The community is deeply polarized, with many investors debating the company's long-term valuation and AI-driven growth narrative while others brace for further downside amid broader market concerns over energy prices and geopolitical instability.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing heightened volatility as investors grapple with conflicting reports regarding geopolitical tensions in the Middle East, specifically concerning Iranian energy infrastructure and the stability of the Strait of Hormuz. Market participants are actively debating whether these developments signal an imminent global energy crisis or if recent price fluctuations reflect a temporary reaction to diplomatic messaging and war-funding debates.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is experiencing intense selling pressure and high volatility, with investors expressing frustration over the stock's inability to maintain gains compared to broader market indices. Community discussion is heavily focused on the company's aggressive AI capital expenditures, the potential for legal conflict over cloud agreements, and concerns regarding structural weakness that has kept the stock trading significantly below its recent highs.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is experiencing significant volatility and trading volume following its recent NYSE debut, with the community actively debating whether the stock's premium valuation is justified by its underlying private tech holdings. Investors are closely monitoring the impact of a six-month share lock-up period, which many believe is acting as a catalyst for the stock's aggressive price swings and high-frequency halts.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is experiencing high engagement and strong institutional interest following a significant earnings beat and revenue growth, with the community closely tracking its role in national security and potential as a leader in the expanding space infrastructure sector. Investors are particularly focused on the company's backlog growth and its strategic partnerships as they weigh potential near-term price momentum against broader macroeconomic volatility.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

The SMCX ETF is facing intense scrutiny as investors grapple with significant value decay and a recent reverse stock split, sparking heated debates among retail traders about whether to hold the 'falling knife' or exit entirely. The community remains deeply divided, with many expressing frustration over the persistent downward pressure on the underlying SMCI stock, while contrarian traders continue to hunt for entry points during extreme volatility.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is currently experiencing intense market volatility and a sharp price surge fueled by its status as a critical supplier of indium phosphide, a key bottleneck material for AI-driven optical infrastructure. The community is sharply divided, with bulls highlighting the stock's role in the photonics supply chain and long-term scaling potential, while skeptics warn of a speculative bubble, excessive insider selling, and potential dilution risks.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is currently trending as investors weigh its role as a key domestic manufacturer in the expanding U.S. drone sector against concerns over ongoing share dilution from its capital-raising activities. The community remains deeply divided, with some highlighting its strategic position in the 'Drone Dominance' supply chain and ties to high-profile board members, while critics express frustration over the impact of frequent offerings on long-term shareholder value.

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<ul class="summary-bullets"><li>Natural gas futures expiring in April were down nearly 2% at the time of writing.</li><li>Aiding the cooldown in natural gas futures is a reported outreach by Iranian officials to discuss terms for ending the conflict.</li><li>According to a report by The New York Times on Wednesday, officials from Iran’s Ministry of Intelligence reached out to the CIA a day after the attacks in the country.</li></ul>Shares of Battalion Oil (BATL) and Indonesia Energy (INDO) tanked in Wednesday’s pre-market trade amid a decline in the price of natural gas futures following an announcement from President Donald Trump regarding securing maritime trade through the Strait of Hormuz.<a href="https://stocktwits.com/symbol/BATL">Battalion Oil shares</a> were down more than 28% at the time of writing, while&nbsp;<a href="https://stocktwits.com/symbol/INDO">Indonesia Energy shares</a> declined 8%. This comes after a 578% surge in BATL stock over the past five trading sessions, and over 17% rise in INDO stock.<h2 class="st-heading-2">Trump Seeks To Safeguard Maritime Trade</h2>Earlier on Tuesday, President Trump announced the extension of risk insurance for maritime trade, especially energy, through all shipping lines in the Middle East. The political risk insurance and financial security guarantees in the region would be provided by the United States Development Finance Corporation, the President added.“If necessary, the United States Navy will begin escorting tankers through the Strait of Hormuz as soon as possible. No matter what, the United States will ensure the FREE FLOW of ENERGY to the WORLD,” Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116166926920657651">stated</a> in a post on Truth Social.Natural gas futures expiring in April were down nearly 2% at the time of writing.Aiding the cooldown in natural gas futures is a reported outreach by Iranian officials to discuss terms for ending the conflict. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2026/03/04/us/politics/trump-iran-intelligence-leaders.html">report</a> by The New York Times on Wednesday, officials from Iran’s Ministry of Intelligence reached out to the CIA a day after the attacks in the country.<h2 class="st-heading-2">Market Signaling That The Situation Is Not Alarming, Says Expert</h2>Explaining the cool-off in the natural gas and crude oil prices, GasBuddy’s Head of Petroleum Analysis, Patrick De Haan, stated that the market is signaling that while the Iran war and the Strait of Hormuz situation are important to monitor, it is not alarming.Analysts at ING Think stated in a recent note that the U.S. market is better insulated from the Middle East than other markets. “The US is basically exporting LNG at capacity, so it’s not going to lead to any additional tightness in the US balance,” the firm stated.<a href="https://stocktwits.com/symbol/BATL">BATL stock</a> is up 2,350% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/INDO">INDO stock</a> is up 79%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-edge-higher-investors-look-past-iran-volatility/cZd9j8ERI5S">MSTR, CRWD, MRNA, GTLB On Traders' Radar Today — Dow Futures Edge Higher As Investors Look Past Iran Volatility</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Guernsey Power Station, a gas-fired power station in eastern Ohio.

BATL, INDO Stocks Tumble Pre-Market As Natural Gas Futures Decline – Trump Extends Risk Insurance For Maritime Trade Through Strait Of Hormuz

President Donald Trump said that political risk insurance and financial security guarantees in the region would be provided by the United States Development Finance Corporation.

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<ul class="summary-bullets"><li>Goldman Sachs expects the impact to be an additional $12 per barrel if the entire estimated spare pipeline capacity of four million barrels per day is fully used.</li><li>The firm raised its Q2 average price forecast for Brent crude by $10 a barrel and West Texas Intermediate crude by $9 a barrel, according to a Reuters report.</li><li>If LNG flows are fully halted for a month, Goldman Sachs expects Dutch TTF gas prices could climb toward €74 MWh.</li></ul>Global oil prices have surged in recent sessions after escalating tensions between the U.S., Israel, and Iran led to the closure of the Strait of Hormuz — a critical shipping lane that carries nearly 20% of the world’s oil and LNG — with maritime traffic suspended for a fifth consecutive day.Spot Brent Crude prices have jumped over 16% over the past three sessions and are currently at their highest levels since July 2024. At the time of writing, spot prices gained 1% to $83.4 a barrel.Goldman Sachs expects oil prices to climb sharply if the Strait remains closed, estimating that crude could rise by about $15 per barrel if shipments are disrupted for a full month.<h2 class="st-heading-2">Price Impact Scenarios Based On Hormuz Closure</h2>If the entire estimated spare pipeline capacity of four million barrels per day is fully used, Goldman Sachs expects the impact to ease to around $12 per barrel. Prices could rise by about $10 if pipeline capacity is utilized and global strategic petroleum reserves are released at 2 million barrels per day for one month, the firm stated on Tuesday.A partial disruption would have a smaller effect, with a 50% closure adding roughly $4 per barrel and a 25% disruption increasing prices by about $1. The bank also estimates that traders are demanding roughly $14 more per barrel than before the conflict to account for elevated risks — a premium that reflects the expected impact of a full four-week disruption of flows through the Strait of Hormuz.According to a Reuters report on Wednesday, Goldman Sachs raised its second-quarter 2026 average price forecast for Brent crude by $10 to $76 per barrel and increased its West Texas Intermediate (WTI) crude outlook by $9 to $71.The firm said the higher estimates reflect expectations that reduced oil flows through the Strait of Hormuz will sharply lower Organisation for Economic Co-operation and Development (OECD) inventories and curb Middle East production in March.<h2 class="st-heading-2">European Gas Prices Could Surge To €100 MWh</h2>Analysts also warned that European gas and global LNG prices could rise sharply if the conflict escalates. The biggest risk would be a disruption to the roughly 80 million tons per year of LNG — about 19% of global supply — that normally passes through the Strait of Hormuz.If LNG flows are fully halted for one month, the firm estimates Dutch TTF gas prices could climb toward €74 per megawatt-hour (MWh). A disruption lasting longer than two months could push European gas prices above €100 MWh.Dutch TTF Natural Gas Futures for April 2026 deliveries traded up around 3% to €55.9 MWh, having surged nearly 74% since Friday.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/aehl-stock-record-low-reverse-split/cZdeVjHRIPF">AEHL Stock Tanks 23% To Record Low Just Days After The Company Unveiled Its ‘Genius Plan’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A crane ship helps other vessels searching for oil and natural gas near the oil platform offshore the Red Sea in Ras Behar region, Egypt.

Goldman Sachs Estimates Oil Price To Increase By $15 Per Barrel If Strait of Hormuz Is Closed For A Month

Global oil prices have surged after escalating conflict in the Middle East disrupted traffic through the Strait of Hormuz, a key route that carries roughly 20% of the world’s oil and LNG exports.

<ul class="summary-bullets"><li>Qatar’s Ministry of Foreign Affairs on Monday stated that the drone attacks damaged civilian infrastructure and endangered civilian populations.</li><li>It called the targeting of civilians and of countries not involved in hostilities “reckless and destabilizing behavior.”</li><li>Meanwhile, energy stocks, crude oil futures, and natural gas futures soared on Monday.</li></ul>Qatar’s state-owned energy firm, QatarEnergy, on Monday announced that it has halted the production of liquified natural gas (LNG) and associated products.“Due to military attacks on QatarEnergy’s operating facilities in Ras Laffan Industrial City and Mesaieed Industrial City in the State of Qatar, QatarEnergy has ceased production of liquefied natural gas (LNG) and associated products,” the company stated.QatarEnergy is one of the largest manufacturers of natural gas in the world, while Qatar itself is the world’s third-largest natural gas exporter.<h2 class="st-heading-2">Qatar Defense Ministry Confirms Drone Attacks From Iran</h2>Qatar’s Ministry of Defense on Monday confirmed that it was attacked by two drones from Iran.“One drone targeted a water tank belonging to a power plant in Mesaieed, and the other targeted an energy facility in Ras Laffan Industrial City, belonging to Qatar Energy, without reporting any human casualties,” Qatar MoD stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MOD_Qatar/status/2028419286008557877">post</a> on X.Qatar’s Ministry of Foreign Affairs condemned Iran’s drone attacks, calling them a “dangerous escalation.”“These unjustified strikes targeted sovereign territory, endangered civilian populations, and damaged civilian infrastructure. The targeting of civilians and of countries not engaged in hostilities is reckless and destabilizing behavior,” said Qatar’s foreign ministry in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MofaQatar_EN/status/2028428182899093961">post</a> on X.<h2 class="st-heading-2">Energy Stocks In US Soar</h2>Meanwhile, energy stocks, crude oil futures, and natural gas futures soared on Monday.Natural gas futures expiring in April were up more than 5%, while&nbsp;<a href="https://stocktwits.com/symbol/XOM">Exxon Mobil</a> and&nbsp;<a href="https://stocktwits.com/symbol/CVX">Chevron stocks</a> rose about 5% in Monday’s pre-market session.&nbsp;<a href="https://stocktwits.com/symbol/BATL">Battalion Oil shares</a> soared about 85%, continuing to trend upward and building on the 33% gains the stock registered on Friday.U.S. West Texas Intermediate (WTI) crude futures maturing in April were up nearly 8% to $72.31 per barrel. Brent crude futures maturing in May gained nearly 9% to $79.3 per barrel.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-qure-stock-almost-halve-pre-market-today/cZd344CRIcD">Why Did QURE Stock Almost Halve Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Delegates visit the Qatar Energy exhibition stand at the 21st International Conference and Exhibition on Liquefied Natural Gas at the Qatar National Convention Centre

Qatar's State-Owned Energy Firm Halts LNG Production Following Iran Drone Strikes: Doha Calls It ‘Dangerous Escalation’

Qatar’s Ministry of Defense on Monday confirmed that it was attacked by two drones from Iran.

<ul class="summary-bullets"><li>March natural gas futures at Henry Hub were down over 7% to about $3.18 per MMBtu.</li><li>On Friday, U.S. natural gas futures snapped a three-day rally after Baker Hughes reported increased drilling in the Haynesville shale</li><li>ProShares Ultra Bloomberg Natural Gas (BOIL) ETF slid about 14%.</li></ul>U.S. natural gas fell for a second straight session as forecasts called for warmer weather across much of the country, potentially reducing demand for heating fuel.With the recent cold wave in the Northeast fading, temperatures are projected to remain above normal in the Midwest and Southern U.S. through February 18, according to a Bloomberg report on Monday, citing the Commodity Weather Group.<h2 class="st-heading-2">Natural Gas Futures Decline</h2>March natural gas futures at Henry Hub were down over 7% to about $3.18 per million British thermal units (MMBtu) at the time of writing, to their lowest levels since January 16.&nbsp;Contracts maturing in April were down 5.6% at $3.08&nbsp;per MMBtu.On Friday, U.S. natural gas futures snapped a three-day rally after Baker Hughes reported increased drilling in the Haynesville shale. The rig count rose by seven to 50, lifting the total U.S. gas rig count to 130 from 125. More drilling typically signals higher future supply, which can weigh on prices.The reversal follows a late-January rally that pushed gas prices to over three-year highs as Winter Storm Fern triggered power outages, production shutdowns, and tighter pipeline flows, especially along the Eastern Seaboard.<h2 class="st-heading-2">ETF Watch</h2>The sharp decline lifted ProShares UltraShort Bloomberg Natural Gas (<a href="https://stocktwits.com/symbol/KOLD">KOLD</a>), an ETF designed to profit from falling gas prices, by more than 13% on Monday.<figure class="image"><img src="https://news.stocktwits-cdn.com/KOLD_jpg_8da4065ecb.webp" alt="KOLD.jpg" width="922" height="97"><figcaption>KOLD's Sentiment Meter and Message Volumes on Feb. 9, 2026 | Source: Stocktwits</figcaption></figure>However, retail sentiment on Stocktwits regarding the ETF turned ‘bearish’ from ‘extremely bullish’ the day before.One user highlighted a resistance at $27. KOLD is currently trading at around $21.<stembedurl>https://stocktwits.com/Good2go/message/644470008</stembedurl>Conversely, ProShares Ultra Bloomberg Natural Gas (<a href="https://stocktwits.com/symbol/BOIL">BOIL</a>) ETF slid about 14%, with investor sentiment on the platform turning ‘bearish’ from ‘bullish’ a day earlier.KOLD is down about 43% so far in 2026, while BOIL has shed just over 13%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/kd-stock-slumps-amid-third-quarter-updates-cfo-change/cZbvd8OR4o0">KD Stock Sinks 55% To Over 3-Year Lows – What Triggered This Selloff?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

US Natural Gas Futures Decline To Over 3-Week Lows – KOLD Gains 13%

Temperatures are projected to remain above normal in the Midwest and Southern U.S. through February 18, according to a Bloomberg report citing the Commodity Weather Group.

Top-Performing ETF Stories of January: Winning Investing Areas

From shipping and robotics to uranium and Japan, niche ETFs outperformed in Jan 2026 amid geopolitics, AI demand and weather shocks.

The Zacks Analyst Blog Highlights UNG, Alphabet, Microsoft and Nvidia

UNG plunges on warmer forecasts, but rising AI data center demand and LNG exports could set the stage for a longer-term rebound.

Best-Performing ETF Areas of Last Week

Natural gas, shipping and Meta-focused ETFs led last week as Fed jitters, cold weather and sector rotation drove gains.

<ul class="summary-bullets"><li>Benchmark U.S. natural gas futures at Henry Hub, expiring in March, sank nearly 16%.</li><li>April contracts were down around 11.4% at $3.8 per MMBtu.</li><li>ProShares Ultra Bloomberg Natural Gas (BOIL) declined 32% in pre-market trading.&nbsp;</li></ul>U.S. natural gas futures crashed on Monday on reports of a warmer forecast for February, with a large part of the country expected to experience above-normal temperatures. A shift towards a warmer February has put ProShares UltraShort Bloomberg Natural Gas (KOLD) in the spotlight.The National Oceanic and Atmospheric Administration (NOAA) has projected above-average temperatures across much of the country, according to a report by Bloomberg.Last week, NOAA said the likelihood of above-normal temperatures increases farther west, with parts of the northern High Plains and areas stretching from the western Rockies to the Pacific Coast facing at least an 80% chance of warmer weather.The benchmark U.S. natural gas futures at Henry Hub, expiring in March, have plummeted nearly 16% to $6.67 per million British thermal units (MMBtu) at the time of writing. April contracts were down around 11.4% at $3.8 per MMBtu.<h2 class="st-heading-2">ETF Watch</h2>Meanwhile ProShares UltraShort Bloomberg Natural Gas (<a href="https://stocktwits.com/symbol/KOLD">KOLD</a>), an ETF that benefits from falling natural gas prices, surged more than 32% in pre-market trading to $18, and was among the top trending tickers on Stocktwits. Retail sentiment for KOLD on the platform remained ‘extremely bullish’ over the past 24 hours, amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/KOLD_jpg_b132297d4e.webp" alt="KOLD.jpg" width="931" height="97"><figcaption>KOLD's Sentiment Meter and Message Volumes in Premarket on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure>ProShares Ultra Bloomberg Natural Gas (<a href="https://stocktwits.com/symbol/BOIL">BOIL</a>) tanked 32% to $27.7, at the time of writing. Sentiment on the platform for BOIL turned ‘bearish’ from ‘neutral’ a session earlier.<figure class="image"><img src="https://news.stocktwits-cdn.com/BOIL_jpg_3820006afb.webp" alt="BOIL.jpg" width="922" height="93"><figcaption>BOIL's Sentiment Meter and Message Volumes in Premarket on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure>Natural gas futures jumped to over three-year highs late in January as Winter Storm Fern gripped large parts of the U.S., resulting in power outages, including forced production shutdowns and tightened pipeline flows, particularly into the Eastern Seaboard. Natural gas futures had surged more than 30% to their highest levels since November 2022.Read also: <a href="http://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-lower-orcl-pltr-phar-elpw-stocks-to-watch/cZbg1pWR4kG">Nasdaq, S&amp;P 500 Futures Open Week In The Red As Gold, Silver Extend Sharp Selloff: Why ORCL, PLTR, DIS, PHAR, ELPW Are On Traders' Radar Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A natural gas fired turbine power plant with it's cooling towers rising into a blue sky filled with whispy clouds.

US Natural Gas Futures Slump, Sending KOLD ETF Soaring Pre-Market As Winter Demand Fades 

The National Oceanic and Atmospheric Administration projects above-average temperatures across much of the country, according to a report by Bloomberg.

KOLD Leads ETF Movers After Natural Gas Futures Crash On Warmer February Forecast

Natural Gas Falls On Warmer Outlook: Should You Buy the Dip?

While natural gas remains notorious for its short-term volatility and sensitivity to weather, the fundamentals are shifting toward a long-term bullish outlook. 

Best-Performing ETFs of Last Week: Commodity Wins

UNG, PLTM and PALL led ETF gains last week as natural gas, platinum and palladium surged amid winter shocks and rising geopolitical risks.

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