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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is seeing intense investor conversation following a recent $75 million direct offering that fully funds its Phase 3 MASH trial, coupled with Barclays initiating coverage with an 'Overweight' rating and a $20 price target. The community is actively discussing the potential for a significant rerating, a short squeeze, or even an acquisition, driven by the FDA's Breakthrough Therapy Designation for pemvidutide and its 'best in class' profile in the competitive MASH and weight loss market.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending with widespread community speculation about an impending major partnership, particularly with Amazon, anticipated to coincide with its upcoming earnings report. This excitement builds on IREN's significant rally, driven by its strategic expansion into high-demand AI infrastructure and data center services, positioning it as a key player in the sector amidst fluctuating market conditions.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

The SPDR Gold Shares ETF (GLD) is trending significantly upward, driven by widespread concerns over dollar weakness and escalating geopolitical risks. The community is actively debating if this constitutes a speculative frenzy or a fundamental shift towards gold as a reliable store of value amidst broader de-dollarization trends and central bank accumulation. This surge reflects a growing market sentiment that precious metals offer a crucial hedge in an uncertain economic landscape.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as a key player in the ongoing "memory supercycle," driven by significant new investments to expand NAND chip production and strong market signals from the broader semiconductor sector. The community is actively discussing insatiable AI-driven demand and a prolonged supply shortage, leading many to view Micron as fundamentally undervalued despite its rapid ascent. While some express caution regarding the quick rally, prevailing sentiment remains bullish, emphasizing Micron's crucial role in the AI infrastructure buildout.

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 a government proposal for future Medicare Advantage payment rates, which were significantly lower than market expectations, triggering a broad sell-off across the healthcare insurance sector. The community is sharply divided, with many viewing this as an overreaction and a "buy the dip" opportunity, while others anticipate continued pressure on profitability amid regulatory uncertainty. This policy shift has broader implications for the managed care industry's outlook.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending amid a strategic pivot in its physical grocery retail towards Whole Foods and online delivery, alongside ongoing corporate layoffs aimed at efficiency, particularly within AWS. These developments, coupled with a recent substantial government contract for its cloud services, are driving community discussions around its valuation and long-term potential in AI and cloud computing, with many eyes on its upcoming financial results.

Richtech Robotics, Inc. engages in the development of robotics and artificial intelligence. The firm designs, manufactures, and sells robots to restaurants, hotels, senior living centers, casinos, factories, and movie theaters. Its robots perform a variety of services including restaurant running and bussing, hotel room service delivery, floor scrubbing and vacuuming, and beverage and food preparation. The company was founded by Zhen Wu Huang and Zhen Qiang Huang on July 19, 2016 and is headquartered in Las Vegas, NV.

Richtech Robotics Inc. - Ordinary Shares - Class B

Richtech Robotics Inc.

Richtech Robotics ($RR) is experiencing a surge in attention following its collaboration with Microsoft's AI Co-Innovation Labs, integrating Azure-powered agentic AI into its robotics portfolio. This partnership is driving significant community excitement, with many seeing it as a major validation in the booming AI and robotics sector and anticipating a potential multi-day rally and short squeeze. Despite some calls for caution regarding profit-taking, market sentiment reflects strong bullishness for future growth.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending with significant market enthusiasm, driven by NVIDIA's substantial investment in CoreWeave, a key tenant, which reinforces the robust long-term thesis for AI infrastructure providers. The community is actively discussing breaking new all-time highs and anticipating a short squeeze, alongside forthcoming announcements of additional hyperscaler lease deals that are expected to propel further growth.

Virtuix Holdings Inc. - Ordinary Shares - Class A

Virtuix Holdings Inc. (VTIX) is a top trending stock following its recent debut on Nasdaq, sparking significant community interest due to extreme intraday volatility and multiple trading halts. Investors are actively discussing its potential for further explosive moves, especially in after-hours trading, driven by its gaming and AI-driven narrative.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is actively trending as investors eagerly await its impending earnings report, with community sentiment sharply divided. Bulls anticipate a significant rally driven by recent AI chip innovations, data center expansions, and robotics collaborations, while bears fear a potential sell-off amidst concerns about AI investment returns. The company's performance is widely seen as a crucial indicator for the broader tech sector and the ongoing strength of the AI trade.

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