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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 the Trump administration's proposed flat Medicare Advantage payment rates for 2027, significantly below Wall Street's growth expectations, and the company's softer-than-expected 2026 revenue guidance. This has ignited a fierce debate, with many investors anticipating a long-term re-rating for the healthcare sector due to persistent political pressure, while others are aggressively buying the dip, viewing the sharp sell-off as an attractive long-term opportunity.

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 (RDW) is generating significant buzz following news of its selection for the Missile Defense Agency's SHIELD IDIQ contract, boasting a $151 billion ceiling and tying into the 'Golden Dome' initiative. The community is actively discussing this major defense win, with many anticipating a substantial growth trajectory and potential short squeeze, despite some noting the contract does not guarantee immediate revenue. This positions RDW as a key player attracting strong momentum in the evolving space and defense sector.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull ($BULL) is experiencing significant downward pressure, with its stock frequently reaching new lows and fueling widespread investor frustration. The community is sharply divided, with many accusing management of dilution and perceived silence, while patient bulls are accumulating shares, emphasizing oversold technicals and the platform's strong fundamentals. This ongoing struggle to find a bottom persists despite recent analyst upgrades.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending heavily as its stock plummets following the unexpected departure of its CFO after a brief tenure, fueling widespread community speculation and concern regarding management stability. Amidst intense selling pressure and calls for leadership accountability, a segment of investors views the sharp decline as an oversold opportunity, emphasizing the company's strong market position in programmatic advertising and its debt-free status.

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 highly active following its latest quarterly earnings report, which highlighted strong revenue and commercial deliveries, exceeding expectations and showcasing the company's best delivery year since 2018. Despite these positive operational signals and a record backlog, community sentiment remains divided on whether the initial market pullback reflects profit-taking or underlying concerns about the quality of the earnings beat, largely driven by an asset sale. Investors are closely watching production ramp-ups and certifications as the aerospace giant navigates its ongoing recovery and aims for consistent free cash flow.

BiomX, Inc. operates as a clinical-stage microbiome company, which engages in the development of both natural and engineered phage cocktails designed to target and destroy harmful bacteria in chronic diseases, such as cystic fibrosis and atopic dermatitis. Its product pipelines include BX004 and BX005, which are treatments for cystic fibrosis and atopic dermatitis respectively. The company was founded in March 2015 and is headquartered in Ness Ziona, Israel.

BiomX Inc

BiomX (PHGE) is trending strongly after a 13D filing revealed a 19.99% stake acquisition by Pyu Pyu Capital, igniting market excitement. The low float and the company's ongoing development of phage-based therapies, including promising Phase 2 results for BX211, are fueling intense community discussion around short squeeze potential and high price targets. Investors are closely monitoring clinical trial progress and the implications of recent corporate financial activities, amidst debates about future share price movement.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending strongly following news that influential investor Michael Burry has accumulated shares, citing a long-term value play and confidence in CEO Ryan Cohen's strategy. This development, coupled with high trading volume and a perceived breakout from its downtrend, has ignited widespread bullish sentiment among the community, who anticipate significant upward movement and a potential squeeze, challenging short sellers.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

The iShares Silver Trust ($SLV) is experiencing extreme volatility driven by a rumored leaked memo detailing a massive institutional short position and ongoing discussions about tightening supply from industrial demand and Chinese export controls. Community sentiment is fiercely divided, with aggressive bullish calls for a historic short squeeze and further upside amidst de-dollarization, clashing with strong bearish predictions of a blow-off top and an imminent correction. This intense battle is generating significant price swings, with both "dip buying" and "short of a lifetime" narratives dominating conversations.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is actively trending amid news of significant workforce reductions and a strategic pivot towards AI, with many hoping these moves will streamline operations and boost future growth. The community is sharply divided, with some viewing the stock as deeply undervalued given its strong balance sheet and robust user growth, while others express frustration over perceived market manipulation and recent stock underperformance. Adding to the buzz are persistent rumors of a potential acquisition by OpenAI, alongside the company's recent inclusion in the S&P MidCap 400, sparking speculation about increased institutional interest and a significant upside.

Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Humana Inc.

Humana Inc

Humana is trending significantly after the Centers for Medicare & Medicaid Services proposed a near-flat payment increase for 2027 Medicare Advantage plans, starkly missing market expectations and disproportionately impacting the company's MA-dependent business model. The community is sharply divided, with intense bearish sentiment and discussions about further downside contrasting with widespread calls to 'buy the dip' amidst perceived market overreaction to the regulatory shock.

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$CRGO a catalyst is coming this week, and this is a company that doesn’t have many of them. In roughly the third week after each quarter ends, on no particular schedule but usually at the beginning of a slow day, Freightos has released its transactions report, which allows for a reading and confirmation of the continued growth of the company (without pricing data, and hence revenues). This has been a regular feature of the company’s reporting since it went public through the SPAC. 

It’s possible that a United States Supreme Court decision on tariff powers unfavorable to the Trump Administration could be a second catalyst, although it’s unclear that U.S. trade policies have had much effect the underlying business(es) of Freightos. 

The ultimate catalyst would be the appointment of a CEO of high caliber, whose experience and knowledge of logistics and trade can drive the growth of this company! This announcement could come at any time! Buy aggressively. Congrats to new shareholders!

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Freightos Ltd

 a catalyst is coming this week, and this is a company that doesn’t have many of them. In roughly the third week after each quarter ends, on no particular schedule but usually at the beginning of a slow day, Freightos has released its transactions report, which allows for a reading and confirmation of the continued growth of the company (without pricing data, and hence revenues). This has been a regular feature of the company’s reporting since it went public through the SPAC. 

It’s possible that a United States Supreme Court decision on tariff powers unfavorable to the Trump Administration could be a second catalyst, although it’s unclear that U.S. trade policies have had much effect the underlying business(es) of Freightos. 

The ultimate catalyst would be the appointment of a CEO of high caliber, whose experience and knowledge of logistics and trade can drive the growth of this company! This announcement could come at any time! Buy aggressively. Congrats to new shareholders!

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Elegant_Confusion

@Elegant_Confusion ceo search could take 6 mos
Unclear how much of a heads up zvi have the board