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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the inclusion of ANKTIVA in the 2026 NCCN clinical guidelines for treating papillary-only bladder cancer, a move that significantly expands the eligible patient population and facilitates broader insurance reimbursement. The community is actively discussing the potential for accelerated revenue growth and a possible short squeeze, as bullish investors view this as a major commercial catalyst that bypasses traditional regulatory delays.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is currently a major focus for investors navigating high volatility as they weigh the company's long-term nuclear energy ambitions against immediate regulatory and financial pressures. The community remains deeply polarized, with bulls pointing to strategic partnerships and potential government-backed clean energy catalysts, while bears express significant skepticism regarding the firm's pre-revenue status, insider selling, and extended development timelines.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is capturing massive investor attention following the GTC event where CEO Jensen Huang announced a significant multi-year revenue opportunity driven by surging demand for Blackwell and Vera Rubin AI platforms. The community remains deeply divided, with many bullish investors highlighting the stock's role as the engine of a global AI infrastructure buildout, while others express frustration over persistent price consolidation and the influence of institutional hedging strategies.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging after securing a major five-year AI infrastructure agreement with Meta valued at up to $27 billion, further validating its position as a key player in the hyperscale compute market alongside recent NVIDIA backing. While the community is debating the stock's valuation and potential for further dilution, sentiment remains heavily bullish among long-term holders who view the consistent pipeline of tier-one contracts as a fundamental rerating for the company.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences is trending after reporting that the non-HLA-A*02 arm of its Phase III FLAMINGO-01 trial shows a continued reduction in recurrence rates, mirroring promising Phase II results. The community is actively discussing the potential for a major data catalyst following the announcement that the full Steering Committee will co-author upcoming AACR abstracts, with many longs viewing recent price consolidation as a strategic entry point.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is trending as investors weigh strong travel demand against significant operational headwinds, including government shutdown-related disruptions, labor tensions, and high jet fuel costs that are pressuring thin profit margins. The community is actively debating the company's high debt load and leadership effectiveness, with many traders closely monitoring how rising fuel prices could limit upside potential despite optimistic revenue guidance.

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 investors aggressively position themselves ahead of the upcoming earnings report, driven by analyst price target hikes and bullish sentiment surrounding its critical role in AI memory infrastructure. The community is heavily focused on the company's high-volume HBM4 production for NVIDIA's Vera Rubin systems and the broader memory super-cycle, with intense debate ongoing between bulls anticipating a breakout toward new highs and bears wary of overvaluation.

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), 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 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 capturing market attention as traders monitor rumors of a potential x86 CPU collaboration with Nvidia, while community members weigh the stock's long-term potential amid significant government support and geopolitical manufacturing shifts. Despite ongoing volatility and concerns regarding supply chain constraints, investors remain intensely focused on key support levels and the possibility of a near-term breakout driven by high options volume.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is experiencing heightened volatility and community debate as investors weigh the company's strong revenue growth against broader market concerns regarding AI infrastructure spending and the copper versus optical interconnect narrative. While the stock has faced sharp pullbacks, bulls are highlighting its record-breaking revenue figures and critical role in server rack connectivity, leading to significant ongoing discussions about potential institutional accumulation and the stock's future trajectory ahead of upcoming earnings.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

Rage Guy is trending as the community doubles down on the importance of 'OG memes' over newer, forced alternatives, while actively promoting their project's foundation on Solana. Holders are rallying around a 'bag-working' culture, frequently sharing links to their website and comic-building tools to maintain momentum and capture long-term mindshare.

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<ul class="summary-bullets"><li>Energy Fuels stock jumped over 7% on Tuesday following the deal announcement, but gave up some of those gains in the after-market session.</li><li>Energy Fuels, which operates the only fully licensed conventional uranium mill in the U.S., has been expanding into rare-earth elements (REEs).</li><li>President Donald Trump has highlighted nuclear energy as a critical focus area for the country.</li></ul>Energy Fuels, Inc. shares jumped 7.2% on Tuesday to a fresh three-month high, after it announced the acquisition of Australian Strategic Materials, a leading producer of rare earth metals and alloys.The company believes the deal would create be the largest, fully integrated rare earth elements (REE) "mine-to-metal &amp; alloy" producer outside of China, essential for closing the critical strategic gap in global supply chains for magnet applications, including automotive, robotic, energy, and defense technologies.The transaction implies an equity value of A$447 million (about&nbsp;$299 million) for ASM.Energy Fuels is among the&nbsp;hottest stocks in the market&nbsp;right now, amid recent moves such as the company’s expansion into REE. The Lakewood, Colorado-based company primarily produces uranium for nuclear power – mainly at its White Mesa Mill in Utah, the only fully licensed conventional uranium mill in the U.S. – and has been ramping up production of late.Investor interest in the stock has grown amid the Donald Trump administration’s position in favour of nuclear power, which it sees as critical for meeting the surging U.S. electricity demand and reducing reliance on Russian uranium.Energy Fuels beat its own uranium production forecast for the last year, and raised sales expectations, according to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/energy-fuels-shares-still-overvalued-says-roth-capital/cL74yeaREUh">quarterly results</a> released in December. Shares have continued their incredible gains into the new year, rising 62% already in January alone.&nbsp;<a href="https://stocktwits.com/symbol/UUUU">UUUU</a> gained 183.4% over the last year.<h2 class="st-heading-2">Retail’s View</h2>“This is a great strategic acquisition for Energy fuels… many green days ahead,” a Stocktwits user&nbsp;<a href="https://stocktwits.com/Zero_C00L/message/642370920">posted</a>. The retail sentiment for the ticker held in the ‘bullish’ zone early Wednesday, unchanged from the previous day.The stock has pulled in a massive following among retail investors, with watchers jumping 62% on Stocktwits&nbsp;over the past year.&nbsp;<h2 class="st-heading-2">UUUU-ASM Deal: The Fine Print</h2>Under&nbsp;the deal,&nbsp;ASM shareholders will receive A$1.60 per share and will end up owning about 5.8% of Energy Fuels. The companies expect shareholder votes in mid-2026 and aim to close the deal by late June 2026, assuming approvals are granted.&nbsp;The combined firm would have a presence in the U.S., South Korea and Australia.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-lags-mag-7-peers-analyst-sees-solid-iphone-revenue/cmUDg8PR4OF">Apple Stock Lags ‘Mag 7’ Peers: Analyst Sees ‘Solid’ iPhone Revenue Amid Risk Of Higher Memory Costs</a>&nbsp;

Energy Fuels' White Mesa mill in Utah. (Photo by: Jim West/UCG/Universal Images Group via Getty Images)

Energy Fuels Stock Surges To 3-Month High On Deal To Build Biggest Rare-Earth Player Outside China

The critical metals company is buying Australian Strategic Materials in a deal that values the firm at nearly $300 million.

Equity

Australian Strategic Materials Ltd. engages in the production of critical metals. It operates through the following segments: Corporate, Dubbo Project, and Korea. The Corporate segment focuses on corporate activities. The Dubbo Project includes evaluation of the Dubbo project and the Toongi Pastoral Company. The Korea segment includes the Korean Metals Plant and research and development activities. The company was founded in 2000 and is headquartered in West Perth, Australia.

ASMMF
Australian Strategic Mater (Hold) Ltd

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ASMMFAustralian Strategic Mater (Hold) Ltd