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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 is a top trend following its recent earnings report and weak guidance, compounded by the Trump administration's proposal for near-flat Medicare Advantage rates for 2027. Community discussion is polarized, with many investors debating if the substantial drop is an overreaction and a "buy the dip" chance, while others caution about ongoing political and regulatory risks impacting the broader healthcare insurance sector.

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 trending following its announced collaboration with Microsoft, integrating Azure AI into its ADAM robots for advanced agentic AI capabilities. This partnership is seen by the community as a significant validation, fueling excitement for long-term growth within the burgeoning robotics and AI sector, especially amid discussions around high short interest and potential for a squeeze.

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 (ALT) is a trending topic amidst strong community debate, largely driven by its FDA Breakthrough Therapy Designation for pemvidutide in MASH, which bulls view as a significant derisking event. Speculation around an imminent acquisition or major partnership from big pharma players in the highly active metabolic disease sector is rampant, with investors keenly watching if the stock can decisively break key resistance levels. However, some continue to voice concerns over past trial data and management actions, leading to a polarized discussion.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending following news of substantial U.S. government backing, including $1.6 billion in funding and an equity stake, to secure domestic rare earth mineral supply chains. This strategic investment has sparked immense trading volume and intense community debate, with many viewing current price action as manipulation by short sellers before an anticipated significant rally. The company is now seen as a pivotal player in the nation's push for self-sufficiency in critical minerals, drawing comparisons to other government-backed successes in the sector.

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 trending following its announcement of a global restructuring plan, including workforce reductions and a strategic pivot towards AI initiatives, which has led to a notable stock decline. The market reaction is split, with some viewing the significant drop as an overreaction given the company's financials, while others are questioning its competitive position and actively discussing potential acquisition scenarios, including recent rumors involving OpenAI. Many investors emphasize the company's perceived undervaluation, strong cash flow, and lack of debt amidst a challenging advertising landscape and intense market competition.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

CVS Health is trending following news of proposed minimal Medicare Advantage payment rate increases for an upcoming year, which is impacting the broader health insurance sector and causing significant downward pressure on its stock. Investors are actively debating whether the steep decline presents a "buy the dip" opportunity for long-term holders, given the company's diversified model, while others remain cautious due to potential margin pressure and regulatory uncertainty across managed care.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is actively discussed following a bullish Citron Research report highlighting its leadership in autonomous AI agent security, sparking significant options activity and renewed optimism among investors. Many in the community view the company as undervalued with strong growth, anticipating a potential acquisition or a substantial re-rating as cybersecurity demand, especially in AI, continues to expand.

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 after reporting strong earnings, with significant discussion around the CFO's validation of substantial long-term Free Cash Flow targets and solid delivery figures. The community is largely optimistic, viewing the initial dip as a buying opportunity and indicating growing confidence in the aerospace giant's operational turnaround and sustained growth trajectory.

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 after the FDA lifted a clinical hold on its MAGNITUDE-2 Phase 3 study for nexiguran ziclumeran, a gene therapy targeting a rare genetic disease. This crucial regulatory update, following clarification around a previous patient event, has significantly boosted investor confidence. The community is actively discussing the stock's high short interest and institutional accumulation, seeing this as a strong positive for both Intellia and the broader gene-editing space.

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 a government proposal suggested a minimal increase in Medicare Advantage payment rates for 2027, well below industry expectations. This policy update has triggered a broad re-evaluation across the managed care sector, with investors actively debating whether the stock's sharp decline represents an overreaction or a fundamental repricing of future profitability due to policy risks.

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