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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 seeing heightened market volatility and active investor debate following reports that Berkshire Hathaway has fully exited its stake in the company. While some traders view this as a potential risk-off signal that could trigger a near-term reprice, others are dismissing the move as noise, pointing to the company's resilient fundamentals, strong earnings outlook, and growing integration of AI into its operations as reasons to maintain a long-term bullish stance.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on an upcoming plenary presentation at the AUA Annual Meeting, where they anticipate positive extended follow-up data for CAN-2409 in prostate cancer. The community is actively debating the stock's potential for a premium acquisition, with many highlighting institutional interest as a signal of high-conviction in its role as a potentially practice-changing therapy.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is facing intense scrutiny and volatility as investors grow frustrated with the stock's underperformance relative to Ethereum, fueled by debates over management's accumulation strategy and broader crypto market stagnation. While some community members view recent price dips as a long-term accumulation opportunity ahead of potential legislative clarity, others are actively calling out the CEO for failed price projections and aggressive dilution.

🔥 COCK Token – The Ultimate Cross-Chain MemeFi Powerhouse 🔥  In just under 20 days, $COCK has smashed expectations, broken ATHs, and built a project that’s shaking up Cardano and the entire crypto space. 🐓 What Makes $COCK Special?      The Name: Love it or hate it, the energy and engagement it generates are undeniable. The nuance in language and wild appeal set us apart.     #MEMEFI Pioneer: We’re not just another meme coin. $COCK is leading a movement by combining DeFi mechanics, game theory, and community engagement into a groundbreaking ecosystem.     COCKARENA: At the core of our ecosystem is the COCKARENA, a PvP HODL game. Players battle it out, and early exit fees fuel redistributions, burns, and the treasury. This ensures price appreciation and long-term sustainability for loyal holders.  🎰 The COCK Casino  Our casino isn’t just fun—it’s a serious revenue stream for the FLOCK.      Games: Bonanza, Crash, Blackjack, and Roulette (coming soon!).     Impact: Over 7,834 ADA in profits generated within days, directly supporting rewards, burns, and reinvestment.  💰 COCK-ARENA Loans  Unlock liquidity without selling your tokens.      Loan Terms: Borrow up to 30% of your holdings while continuing to earn rewards in the arena.     Investor Focus: Perfect for savvy investors staying in the game while tapping into their holdings.  🤝 Our Insane Partnerships  We’re bridging gaps, building alliances, and breaking barriers across the crypto space. Key Partners:      DANZO: Powering #MEMEFI with Arena, Casino, and Loans.     KLENEK: Interactive training room.     HSKN (Charles Hoskilien): Supporting and starting COCKPIN with 115 AIR NODES for DePIN aggregation. Plans to add APEX and Earth Nodes through a crypto company incorporated in Costa Rica.     ELITE CATS / SNEKKIES / HOT / BANK: Rewarding NFT holders with COCK-LOCK tokens and vice versa.     OCKZ: COCKSOCKS, Golden Cock Ticket (1M COCK), airdrop rewards, and whitelist perks for holders of 200 ADA worth of $COCK.     OLI Partnership:         Content Creation: Lux and the team are crafting engaging educational content about memes and MemeFi for OLi's platform.         Strategic Investment: The OLi Community Trust will invest in $COCK, distributing 100% of rewards to $OLI holders.         Community Reach: Over 22,000 learners will discover $COCK through OLi's gamified ecosystem.     Hi-Rez the Rapper: Expanding reach in marketing and entertainment.     KUNO, CALEB, CADEN, FITY, ROVER, WhaleInsider: Influential collaborators driving crypto adoption and growth.     Cardano Girls: Helping us understand and communicate effectively with ADA’s female audience.     WallStreetBets: Breaking barriers and increasing engagement.     Antonio Brown: Endorsing, supporting, and even playing in the casino and arena!     Advisors:         BERIS, HECKTHESNEK, RTB, CRYPTOGENIUS: Trusted names advising and supporting the project.  Future Partnerships:  More collaborations are in the pipeline to continue expanding engagement and bring new eyes to ADA and CNTs. 🔥 Unmatched Results in Just 20 Days      Supply Burned: 1.65%, worth 148K ADA!     Arena Fees Collected: 54M COCK, worth over 500K ADA, fueling rewards, burns, and partnerships.     Staked COCK-LOCK: 11M COCK-LOCK in the liquid staking platform, with more coming.     Casino Revenue: Skyrocketing profits directly rewarding holders and growing the treasury.     Top Blast Contests: Generated over 120K ADA in volume, rewarding participants with over 50K ADA in prizes.  🌍 Our Vision  To be the most decentralized, rewarding, and innovative token on Cardano while fostering cross-chain collaboration and onboarding the masses.      Breaking Barriers: We’re bringing BTC, ETH, SOL, and other chains into the fold.     Community-Driven: Focused on building bridges and showcasing that crypto can be fun, rewarding, and sustainable.     Expansion: This is just the beginning. With more burns, rewards, and partnerships on the way, $COCK is set to redefine what’s possible in the MemeFi space.  💎 Time in the arena &gt; Timing the market. The FLOCK is unstoppable. Let’s keep breaking walls for Cardano and onboard new users as we take $COCK to new heights.

CockCardano

CockCardano is capturing significant community attention as enthusiasts highlight its unique integration of real-world business operations, such as a food truck venture, with blockchain-based passive income mechanics. Supporters are actively promoting the token's growth, staking opportunities, and ongoing community raids to drive broader visibility across the Cardano ecosystem.

Macy's, Inc. engages in the retail of apparel, accessories, cosmetics, home furnishings, and other consumer goods. The firm's brands include Macy's, Bloomingdale's, and Bluemercury. It offers men's, women's, and children's apparel, women's accessories, intimate apparel, shoes, cosmetics, fragrances, as well as home and miscellaneous products. The company was founded by Rowland H. Macy in 1858 and is headquartered in New York, NY.

Macy`s Inc

Macy's Inc

Macy's Inc. (M) is trending after reporting a quarterly earnings beat and raising its full-year guidance, driven by successful store revamps and strength in its luxury Bloomingdale's and Bluemercury divisions. While investors are actively discussing the potential for a share price recovery and buyout rumors, community sentiment remains mixed as some traders debate whether this momentum is a sustainable turnaround or just a temporary relief rally.

Trio-Tech International engages in the provision of third-party semiconductor testing and burn-in services. It operates through the following segments: Semiconductor Back-End Solutions (SBS) and Industrial Electronics. The SBS segment is focused on the sale of burn-in and reliability test equipment used in the back-end manufacturing processes of semiconductors. Its equipment includes burn-in systems, burn-in boards, and related equipment that is used in the testing of structural integrity of integrated circuits. The Industrial Electronics segment consists of designing, manufacturing, and distributing a range of tests, processes, and other equipment used in the manufacturing processes of customers in various industries in the consumer and industrial market. The company was founded in 1958 and is headquartered in Los Angeles, CA.

Trio-Tech International

Trio-Tech International is experiencing significant trading volume and upward price momentum as investors rotate into semiconductor testing names, drawing comparisons to peers in the AI and EV chip supply chain. The community is actively debating the company's valuation gap relative to its sector, focusing on recent revenue growth, successful capacity expansion in Southeast Asia, and speculative interest in potential hyperscaler partnerships.

Stafi is the first DeFi protocol unlocking liquidity of staked assets. Users can stake PoS tokens through Stafi and receive rTokens in return, which are available for trading while still earning staking rewards. FIS is the native token on Stafi Chain. FIS is required to provide security to the network by staking, pay for transaction fees on the Stafi chain, mint &amp; redeem rTokens.

StaFi

StaFi (FIS) is trending as the community speculates on a potential price rally, driven by discussions around token burn proposals, deflationary tokenomics, and an updated product roadmap. Traders are closely monitoring the asset for a breakout, citing its low market cap and potential for high volatility as key reasons for their interest.

Superfluid is a revolutionary asset streaming and distribution protocol bringing subscriptions, salaries, vesting, and rewards to DAOs and crypto-native businesses worldwide. This is made possible by the protocol’s smart contract framework which introduces the Super Token - an extension to the ERC-20 standard enabling the transfer of value in completely novel ways.

Superfluid

Superfluid is gaining significant market attention due to its highly decentralized holder structure and anticipation surrounding potential new exchange listings beyond its current Coinbase presence. The community is actively debating the token's long-term growth potential and low market cap, with sentiment polarized between those expecting rapid appreciation and others exercising caution due to its high volatility.

Bitwise XRP ETF - Common Shares Of Beneficial Interest

Bitwise XRP ETF

XRP is trending due to significant community optimism surrounding the progress of the CLARITY Act and the launch of new XRP spot ETFs, which are fueling institutional demand. Despite broader market volatility, discussions are focused on the asset's long-term utility in cross-border payments and potential legal clarity as a digital commodity.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending as investors digest a recent $200 million equity offering, which the market appears to be absorbing as a strategic growth catalyst rather than a distress signal. The community is actively discussing the company's strong backlog growth and its pivotal role in providing power infrastructure for AI data centers, with many traders framing the recent price resilience following the offering as a sign of institutional demand.

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ITC Ltd.

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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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Most Notable Portfolio Changes: 
 
𝗡𝗲𝘄 𝗟𝗔𝗥𝗚𝗘 𝗕𝘂𝘆𝘀: $ARM, $AXON  
𝗔𝗱𝗱𝗲𝗱 40% 𝗺𝗼𝗿𝗲: $CRWV  
𝗥𝗲𝗱𝘂𝗰𝗲𝗱 by 30%: $HOOD  
𝗦𝗢𝗟𝗗 out: $BE  
 
Brad Gerstner&#39;s portfolio is up 77.11% in past 3 years 
 
Source: hedgefollow.com/funds/Altimeter+Capital+Management

Mike

Robert Smith

Pierre-Jean du Flammand

Heatmaps of the top 13f holdings and a list of the largest trades made by Altimeter Capital Management, the hedge fund managed by Brad Gerstner.

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Altimeter Capital Management Portfolio | Brad Gerstner 13F Holdings & Trades

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Arm Holdings Plc.

Axon Enterprise Inc

CoreWeave Inc

Robinhood Markets Inc

Bloom Energy Corp

🔍 𝗔𝗟𝗧𝗜𝗠𝗘𝗧𝗘𝗥 13𝗙 𝗜𝗦 𝗢𝗨𝗧 🔎 
 
Most Notable Portfolio Changes: 
 
𝗡𝗲𝘄 𝗟𝗔𝗥𝗚𝗘 𝗕𝘂𝘆𝘀: 

  
𝗔𝗱𝗱𝗲𝗱 40% 𝗺𝗼𝗿𝗲: 

  
 
Brad Gerstner's portfolio is up 77.11% in past 3 years 
 
Source: 

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 big deal , I'm up way more in three months