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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending after reporting earnings, with discussions centered around the company's revenue and EPS beats, and raised guidance. Community members are weighing in on the impressive member growth and debating the potential impact of future interest rate decisions. Some are pointing to a possible inclusion in the S&P 500 as a key catalyst.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending following reports of a new partnership with OpenAI, integrating the payment platform into ChatGPT and potentially opening up AI-driven commerce to millions of users. Community members are discussing the potential for this deal to revitalize growth and boost the stock price, alongside positive earnings and the initiation of a dividend.

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 discuss its potential amid sector-wide concerns around medical costs and utilization, especially after competitor earnings reports sparked volatility. The community is weighing whether UNH's diversification and proactive measures will buffer it from industry pressures, with some highlighting the company's upcoming earnings as a key catalyst. Discussions also involve contrasting views on technical indicators and potential price movements.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending due to a mix of factors, including a recent price target increase and high short interest, leading to speculation about a potential short squeeze; community chatter highlights the company's transition towards AI infrastructure and its strategic partnerships, especially with Google. Bullish sentiment is fueled by the anticipation of shorts covering their positions and the belief that WULF is undervalued compared to its peers in the data center and AI space.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is trending due to an earnings beat, with community members discussing whether to hold or sell their positions. Some are optimistic about the stock hitting higher price targets, while others are focused on the dividend yield and potential impacts from political factors. The earnings report included revenue guidance and updates on capital allocation expectations.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending as community members discuss the company's push into the AI data center market with its new AI200 and AI250 chips, sparking debates about its potential to compete with Nvidia and AMD. Some analysts express skepticism about the chips' capabilities and target market, while others are bullish, citing a meaningful diversification from the smartphone market and attractive valuation. The community is also closely monitoring unusual options activity and potential news catalysts.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe ($ADBE) is trending amid discussions around its upcoming investor day and the potential for a catalyst to drive the stock higher, with some community members anticipating a breakout. The company's AI initiatives, particularly Adobe Firefly, are also a key talking point, though some express concerns about competition and the stock's recent performance. Overall, the community is weighing the potential for a turnaround driven by upcoming announcements and long-term value.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

Hedera Hashgraph is trending as the community discusses the potential impact of a newly listed Hedera ETF, alongside existing positive sentiment toward enterprise use cases. Some believe this ETF could mirror previous rallies seen with other cryptocurrencies upon ETF approvals, while others caution about potential short-term corrections. Bullish community members are speculating on price targets and institutional adoption, emphasizing Hedera's underlying technology.

Cameco Corp. engages in the provision of uranium. It operates through the Uranium and Fuel Services segments. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Cameco ($CCJ) is trending as a new US Government nuclear power pact has sparked significant interest and bullish sentiment, especially with the construction of new nuclear reactors on the horizon. Community discussions revolve around the stock's breakout potential, fueled by growing demand for nuclear energy and positive Elliott Wave technical analysis. With increasing global support for nuclear power, $CCJ is seen as a key player in the expanding uranium market, although some caution is advised due to its high PE ratio.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. 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 due to increased interest in rare earth minerals and uranium, fueled by a recent joint venture in Australia and significant investment. Community members are actively discussing the potential for government contracts and the company's strategic position in the U.S. energy and defense sectors amid geopolitical tensions related to critical mineral supply chains.

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$UXIN [Several Points] 1) Liquidity is the primary concern here (the reason for the shelf registration), and I have consistently mentioned this to the board; 2) Compare UXIN today with $CVNA in 2017/18 and you will see similar financial positions - the Company 20-25X its valuation from 2017-2021; 3) UXIN has a more supportive government, 2X larger target market and first mover advantage to Omni channel marketing with Super Store model.  5 stores now, but by 2030, the Company plans to reach 50 stores and $15B in sales (appx), further growing to 150 stores 2035.  CVNA recorded $15B in sales (2024FY) with an $80B valuation.  UXIN has a $0.8B valuation.  4-acre Superstore model developed by Costco designer, Omni-channel sales, Industry leading NPS [65-70], 30D inventory turn, each new Superstore is EBITDA positive in 6mos, AI-driven sales model, diversification to insurance, maint/repair/service.  25-50X upside possible from this level (IMO) by 2030/35 with successful execution.

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 [Several Points] 1) Liquidity is the primary concern here (the reason for the shelf registration), and I have consistently mentioned this to the board; 2) Compare UXIN today with 

 in 2017/18 and you will see similar financial positions - the Company 20-25X its valuation from 2017-2021; 3) UXIN has a more supportive government, 2X larger target market and first mover advantage to Omni channel marketing with Super Store model.  5 stores now, but by 2030, the Company plans to reach 50 stores and $15B in sales (appx), further growing to 150 stores 2035.  CVNA recorded $15B in sales (2024FY) with an $80B valuation.  UXIN has a $0.8B valuation.  4-acre Superstore model developed by Costco designer, Omni-channel sales, Industry leading NPS [65-70], 30D inventory turn, each new Superstore is EBITDA positive in 6mos, AI-driven sales model, diversification to insurance, maint/repair/service.  25-50X upside possible from this level (IMO) by 2030/35 with successful execution.