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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending as investors react to Berkshire Hathaway's full exit of its position, a move that sparked significant community debate over whether the sell-off represents a strategic misstep by new leadership or a tactical portfolio rebalancing. While some traders are bracing for short-term volatility or selling into the news, many long-term holders remain bullish, viewing the pullback as a buying opportunity supported by strong fundamental growth and healthcare sector demand.

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

ImmunityBio is trending following the announcement of an exclusive U.S. supply agreement for the Tokyo-172 strain of BCG, a strategic move designed to mitigate long-standing domestic shortages and bolster the commercial rollout of its bladder cancer immunotherapy. Community discussion is heavily focused on this supply diversification, alongside intense anticipation for the company's scientific presentations at the American Urological Association conference and the potential impact of ongoing leadership changes at the FDA.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is trending as investors monitor its strategic pivot toward heavy rare earth production and uranium supply chain integration, bolstered by recent high-purity dysprosium and terbium breakthroughs at its White Mesa Mill. The community is actively debating the company's long-term valuation in the context of critical mineral sovereignty and AI-driven energy demand, while balancing short-term volatility against upcoming leadership changes.

Energy Vault Holdings, Inc. engages in the provision of energy storage solutions. The company was founded in September 2020 and is headquartered in Westlake Village, CA.

Energy Vault Holdings Inc

Energy Vault Holdings is gaining attention as investors weigh the company's aggressive expansion into the AI data center energy infrastructure sector against broader market volatility. The community remains focused on upcoming earnings and project-based catalysts, debating whether the company's backlog growth and strategic energy storage partnerships will overcome current short-interest headwinds.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is trending as market participants debate whether its rapid ascent represents a genuine infrastructure play fueled by AI-driven demand for 800G and 1.6T optical interconnects or an unsustainable momentum-based bubble. While bulls point to hyperscaler order backlogs and capacity expansions as evidence of a structural re-rating, bears highlight the company's historical lack of profitability and recent equity distribution filings as signs of inevitable dilution and overvaluation.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

COMPASS Pathways is trending as a primary beneficiary of a recent executive order that mandates expedited FDA review processes for psychedelic-based mental health therapies. The community is actively discussing its late-stage clinical progress and potential status as a top candidate for priority regulatory vouchers, fueling speculation about long-term valuation and future acquisition interest from major pharmaceutical players.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is gaining momentum as investors weigh positive sales data for the ES8 SUV and BlackRock's increased stake against broader market concerns regarding US-China trade relations. Community sentiment is deeply divided, with bulls pointing to the company's expanding battery-swap infrastructure and upcoming earnings as catalysts, while bears remain skeptical of the stock's long-term performance and the potential for regulatory or trade-related headwinds.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is trending due to anticipation surrounding the upcoming earnings call and potential news on smelter expansion, which the community sees as a vital catalyst for the company's production goals. Investors are actively debating the stock's volatility and the impact of the current short interest, while focusing on its role as a key supplier for the U.S. military and its significant tungsten asset valuation.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors focus on the company's role as a strategic domestic leader in the rare earth supply chain, heavily influenced by its U.S. government partnerships and defense-related demand. The community is actively debating the stock's volatility against the backdrop of ongoing geopolitical tensions and the push for supply chain sovereignty in critical minerals.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is currently trending as investors focus on its strategic status as an NVIDIA Exemplar Cloud partner and its newly secured multi-billion dollar infrastructure deal with Dell. While the community is actively debating the company's valuation following its recent de-SPAC and potential for future volatility, many traders are closely monitoring its limited float for a potential gamma squeeze.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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Holding $AMAT $ADI $KEYS $NVDA into this week and honestly not sure what to do 🤔 
 
After the macro noise we&#39;ve had, I&#39;m torn between sitting tight or cutting exposure ahead of earnings. $KEYS reports May 19AMC — curious to see if it acts as a catalyst for the whole semis space. 
$NVDA is the big one Wednesday but everything feels uncertain right now. Anyone else holding this cluster? What&#39;s your read — ride it out or trim into strength? 
 
Would love to hear what you guys think could happen this week for all 4 tickers 👇

Jeff

StockTwits Web

Applied Materials Inc.

Analog Devices Inc.

Keysight Technologies Inc

 into this week and honestly not sure what to do 🤔 
 
After the macro noise we've had, I'm torn between sitting tight or cutting exposure ahead of earnings. 

 reports May 19AMC — curious to see if it acts as a catalyst for the whole semis space. 


 is the big one Wednesday but everything feels uncertain right now. Anyone else holding this cluster? What's your read — ride it out or trim into strength? 
 
Would love to hear what you guys think could happen this week for all 4 tickers 👇

Barcelona Inversores

@BCNi Amat just had a crazy amount of upgrades. Earnings were phenomenal. Just started a huge position on Friday. I believe their 30% growth factor is not priced into the name yet.

I also believe we will keep pumping semis going into next month (due to space x ipo). The market can’t continue higher without Nvda going higher. The analyst re rates on that name is 300+ now. 

Continue holding both.

Anthony

StockTwits for iOS

 Amat just had a crazy amount of upgrades. Earnings were phenomenal. Just started a huge position on Friday. I believe their 30% growth factor is not priced into the name yet.

I also believe we will keep pumping semis going into next month (due to space x ipo). The market can’t continue higher without Nvda going higher. The analyst re rates on that name is 300+ now. 

Continue holding both.

@Philly12684 Thanks for the input! Just to add context — I run a defined swing trading system across all these names ($AMAT $ADI $KEYS $NVDA). It&#39;s a short-term rotation play, max 5 days post-earnings, riding the post-earnings momentum window. Not holding for the full growth thesis. Given that timeframe, do you still see the move happening in the next few days or is the real upside more of a longer play?

 Thanks for the input! Just to add context — I run a defined swing trading system across all these names (

). It's a short-term rotation play, max 5 days post-earnings, riding the post-earnings momentum window. Not holding for the full growth thesis. Given that timeframe, do you still see the move happening in the next few days or is the real upside more of a longer play?

@BCNi real upside is in the longer term for sure. 

Ur short term analysis solely depends on Nvda guidance numbers happening Wednesday. We already know they r going to beat top/bottom. It’s all about foward revenue though. 

If u think they r going to exceed epxpectations, then ur bull analysis will play out. 

Thoughts?

 real upside is in the longer term for sure. 

Ur short term analysis solely depends on Nvda guidance numbers happening Wednesday. We already know they r going to beat top/bottom. It’s all about foward revenue though. 

If u think they r going to exceed epxpectations, then ur bull analysis will play out. 

Thoughts?

@Philly12684 Honestly the setup looks bullish for forward revenue. The export restrictions on H20 chips to China got lifted recently, Blackwell demand is still way ahead of supply, and hyperscalers (Microsoft, Google, Meta) have all guided higher capex for the rest of 2026. Hard to see how NVDA disappoints on forward guidance with that backdrop. 
 
That said, I won&#39;t hide it — the whole picture feels excessively foggy to me right now, which is exactly why I asked. The bar is extremely high. The market isn&#39;t pricing in a beat, it&#39;s pricing in acceleration. Any hint of slowdown in data center or softer-than-expected Q3 guidance and the stock gets hit regardless. 
 
So yes, I lean bullish on forward revenue — but the noise this week is real and I’m watching the data center segment and Q3 guide very closely Wednesday before making any moves.

 Honestly the setup looks bullish for forward revenue. The export restrictions on H20 chips to China got lifted recently, Blackwell demand is still way ahead of supply, and hyperscalers (Microsoft, Google, Meta) have all guided higher capex for the rest of 2026. Hard to see how NVDA disappoints on forward guidance with that backdrop. 
 
That said, I won't hide it — the whole picture feels excessively foggy to me right now, which is exactly why I asked. The bar is extremely high. The market isn't pricing in a beat, it's pricing in acceleration. Any hint of slowdown in data center or softer-than-expected Q3 guidance and the stock gets hit regardless. 
 
So yes, I lean bullish on forward revenue — but the noise this week is real and I’m watching the data center segment and Q3 guide very closely Wednesday before making any moves.

@BCNi totally agree, Nvda is a name that is priced to perfection. Any hesitation on the numbers is an automatic sell.

 totally agree, Nvda is a name that is priced to perfection. Any hesitation on the numbers is an automatic sell.