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Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending due to a significant $805 million Space Development Agency contract win, which firmly establishes its position alongside major defense primes for critical missile-tracking satellite programs. Community discussion is highly bullish, emphasizing this contract as a pivotal validation and anticipating further catalysts from the Neutron rocket and a potential re-rating of the broader space sector.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending on heightened anticipation of a significant NASA Lunar Terrain Vehicle contract award, further fueled by an analyst upgrade and a broader focus on American space superiority. Community discussion centers on the potential for a short squeeze and a substantial rally in the space sector, with many speculating on the timing and impact of impending contract news.

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 due to political commentary from a prominent figure suggesting insurance companies must reduce prices, sparking considerable debate among investors. The community is actively discussing potential impacts on profitability, with some fearing negative outcomes while others dismiss it as political maneuvering, viewing any dip as a buying opportunity. This highlights ongoing market sensitivity to government influence within the broader healthcare sector regarding pricing and subsidies.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is actively trending driven by strong interest in its AI software platform and recent commercial partnerships, including a notable collaboration with AIG. The community is buzzing with bullish sentiment about its continued success in securing government contracts and its central role in the AI landscape, especially following the signing of a defense bill. However, bears remain vocal about the company's high valuation and concerns about market dynamics.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is actively trending amid discussions of its ongoing development of new AI models, Mango and Avocado, and the expansion of Instagram to TV, signaling growth and AI monetization efforts. Community sentiment is mixed, with many expressing frustration over perceived market manipulation and volatile price movements at market close, while others remain bullish on its strong AI-driven ad revenue and attractive valuation, anticipating a significant breakout.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group ($DJT) is heavily trending following news of its merger with nuclear fusion company TAE Technologies, sparking fervent discussion. Supporters are celebrating this as a transformative pivot into the energy sector, anticipating significant growth and market dominance, especially given broader talks of energy independence. Critics, however, are raising alarms about potential dilution and the long-term viability of an unprofitable media entity acquiring a speculative, capital-intensive fusion venture.

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 Corp is experiencing heightened trading activity and surging volume, propelled by a significant new contract for spacecraft docking systems and its pivotal role in critical space infrastructure. The community is buzzing with optimism about the company's prospects in the expanding space economy, driven by narratives around in-space data centers, defense initiatives, and potential short-squeeze dynamics.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing a strong rally, largely attributed to its selection for a U.S. Department of Energy initiative and a renewed 'Buy' rating from analysts. The community is actively discussing a massive short squeeze, with many expressing strong bullish conviction about its strategic importance in the rapidly expanding AI infrastructure sector.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

ARDX is trending as investors digest the potential impact of Fosun Pharma's Wan Ti Le being included on China's National Reimbursement Drug List and analysts anticipate target price raises due to strong IBSRELA sales. The community is weighing potential revenue from China and speculating on milestone payments, while also discussing concerns about patent infringement and generic competition. Some investors express frustration with the stock's price movement despite positive developments, awaiting a CMS resolution.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is a hot topic, with many in the community expressing frustration over perceived market manipulation and volatile price action attributed to market structure events like quadruple witching and index rebalancing. Despite these short-term dynamics, there's significant discussion around Intel's strategic importance, fueled by a cleared Nvidia transaction, new DOE partnerships, and data center certifications, leading to anticipation of a strong recovery as these fundamental drivers gain recognition.

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Rob Sechen recc 
$HST host hotels pe 8x trading at 40% discount to peers. Owns 4 Seasons and he mentioned 1 other big name luxury brand

He also recc $DVN Devon Energy 
I don’t know the deeper implications when he said: “this is not (yet) an all clear… “

Rob is my favorite 12/27 12:40 pm est

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Host Hotels & Resorts Inc

Devon Energy Corp.

 host hotels pe 8x trading at 40% discount to peers. Owns 4 Seasons and he mentioned 1 other big name luxury brand

He also recc 

 Devon Energy 
I don’t know the deeper implications when he said: “this is not (yet) an all clear… “

Rob is my favorite 12/27 12:40 pm est