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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 sharply lower following reports of proposed near-flat Medicare Advantage payment rates for 2027 and mixed Q4 earnings with soft revenue guidance. This has ignited a fierce debate among investors, with many seeing an overdone sell-off and a prime buying opportunity, while others warn of a 'falling knife' amidst persistent regulatory headwinds for the broader health insurance sector. Community discussion centers on the potential long-term impact on margins and the stock's future trajectory.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is trending following its selection for a substantial Missile Defense Agency SHIELD IDIQ contract, sparking widespread discussion about its role in national defense initiatives like "Golden Dome." Bulls are emphasizing the immense revenue potential and short squeeze possibilities, while skeptics caution about the multi-vendor, non-guaranteed nature of the award and the stock's historical volatility. This development underscores Redwire's positioning as a key player within the expanding space and defense sectors.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending following its latest earnings report, which presented a mixed picture with a revenue beat and positive free cash flow, largely supported by a one-time asset sale. The community is actively debating the company's significant progress in increasing aircraft deliveries and a record backlog, juxtaposed against concerns over underlying adjusted profitability and substantial debt. This dual narrative frames conversations around the aerospace giant's ongoing recovery and future growth trajectory.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit (RDDT) is experiencing notable downward movement, fueling community concerns around reported executive share sales and a recent analyst report on advertising feedback. The discussion also touches on shifts in AI data sourcing, with YouTube reportedly surpassing Reddit as a citation for large language models, and potential social media usage restrictions for minors abroad, creating a complex sentiment for the platform.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending after announcing key developments, including a collaboration on U.S. air and missile defense planning that demonstrated quantum-classical hybrid application efficiency, alongside a new university agreement and headquarters relocation. The community is actively discussing these strategic moves and the company's dual-platform approach, anticipating a significant boost to its market position and potential for future contracts in the expanding quantum computing sector.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is trending following the FDA's decision to lift the clinical hold on its MAGNITUDE-2 Phase 3 trial for ATTRv-PN, allowing patient enrollment to resume. This pivotal news is fueling optimism among investors, who are actively discussing the potential for a short squeeze given the stock's significant short interest and view this as a major positive catalyst for the broader gene-editing sector.

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

General Motors is significantly trending after its robust fourth-quarter earnings surpassed expectations, complemented by upbeat 2026 guidance, a dividend increase, and a substantial share buyback program. However, community discussion is sharply divided; while bulls cheer the strong financial performance and strategic recalibration away from less profitable EV ventures, skeptics scrutinize substantial EV-related charges taken amidst broader industry headwinds like slowing electric vehicle demand.

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 after reporting better-than-expected earnings and providing an optimistic outlook for 2026, signaling an anticipated inflection point for growth and margin expansion as shifts in its Amazon partnership take full effect. The community is actively discussing the company's strategic pivot towards higher-value shipments and operational efficiencies through automation, with investors weighing the potential for sustained profitability against recent adjustments in its business model.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending due to its pivotal role in the burgeoning AI infrastructure and edge computing sectors, with community excitement around its support for viral AI assistants like Clawdbot. Despite recent service outages sparking some reliability concerns, bullish analyst commentary and strong earnings reinforce its position as a Tier1 AI winner. Investors are actively debating its valuation against its expanding opportunities in AI inferencing within the broader cloud and cybersecurity landscape.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is trending following a mixed earnings report, where a Q4 miss, largely attributed to external factors like a government shutdown and a major winter storm, is being weighed against an optimistic 2026 outlook for adjusted earnings and free cash flow. Community discussion is focused on the airline's projected future performance and demand resilience, with many noting technical indicators suggesting potential for a strong rebound despite recent operational challenges.

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$IREN bought more yesterday @53.5. Not concerned at all. Moving the earnings forward says it all. New deal incoming. Probably with $AMZN but that’s pure speculation as of now. However, the only time when you move your earnings date earlier is when there’s some good news. 

We are not bullish enough

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 bought more yesterday @53.5. Not concerned at all. Moving the earnings forward says it all. New deal incoming. Probably with 

 but that’s pure speculation as of now. However, the only time when you move your earnings date earlier is when there’s some good news. 

We are not bullish enough