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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is currently a major talking point after its recent earnings report, which, despite showing subscriber growth and exceeding revenue expectations, led to a notable sell-off. Community discussion is split between those viewing the price dip as an overreaction and a long-term buying opportunity, and those concerned about the cautious forward guidance, valuation, and the strategic implications of the potential Warner Bros. Discovery acquisition.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending as reports indicate the U.S. government is establishing a new digital asset reserve to hold seized Bitcoin, shifting from prior selling policies and removing market pressure. This comes amidst heightened market volatility, which many in the community attribute to political rhetoric and broader macroeconomic concerns. Investor sentiment remains sharply divided, with intense debate around Bitcoin's role as a digital safe haven compared to traditional assets like gold and silver, while closely watching key technical support levels.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending significantly after Chairman Ryan Cohen increased his stake by purchasing an additional 500,000 shares, which the community views as a powerful signal of confidence. This insider move has ignited fervent speculation about upcoming strategic developments, further reinforced by the stock's notable resilience and positive performance even on days when the broader market is declining.

SSgA Active Trust - SPDR S&P 500 ETF Trust

The SPY is trending sharply lower as markets react to escalating geopolitical tensions over Greenland, which has spurred fear of broad tariffs and an unwind of international capital flows. This immediate catalyst has triggered widespread community debate, fueling predictions of a deeper market correction while others view the pullback as a significant buying opportunity. Discussions are intensely focused on whether current global political rhetoric will continue to drive significant market volatility or if a swift rebound is imminent.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending lower as market sentiment reacts sharply to former President Trump's threats of new tariffs against European allies concerning Greenland. This has ignited a lively debate within the community, with some anticipating a deeper market correction amid broader bond market jitters, while others expect a "buy the dip" rebound, confident in the underlying strength of the tech sector despite geopolitical noise.

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 Limited is seeing significant investor attention driven by its strategic pivot from Bitcoin mining to becoming a leading AI cloud infrastructure provider. The company's substantial power capacity and recent $9.7 billion Microsoft GPU cloud contract position it as a critical player in meeting the surging demand for AI compute. Community chatter highlights optimism for further hyperscaler partnerships and long-term growth, with many viewing IREN as undervalued despite market fluctuations.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is trending following a recent investor day that revealed significantly raised revenue targets and a substantial increase in backlog, prompting multiple analyst upgrades with considerably higher price targets. The community is buzzing about Ondas's strategic pivot to autonomous defense infrastructure, with many asserting the market has yet to fully price in its combat-proven technology and robust financial position. Investors are closely monitoring the integration of acquired assets and potential for major contract announcements in the rapidly evolving drone and counter-drone sectors.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is actively trending following its announced proposed public offering of common stock and warrants, which comes on the heels of an earlier surge driven by positive Phase 1 clinical trial data for its atopic dermatitis drug. The community is sharply divided, with many debating potential dilution and a subsequent price correction, while others view the offering as a strategic capital raise to advance a promising pipeline in a large market. This highlights the inherent tension for clinical-stage biotechs, balancing funding needs with encouraging early-stage therapeutic developments.

SSgA Active Trust - SPDR Dow Jones Industrial Average ETF

The SPDR Dow Jones Industrial Average ETF ($DIA) is trending amidst heightened market uncertainty driven by recent tariff threats related to international trade and escalating geopolitical tensions. Community discussions are focused on the potential for increased volatility and the broader implications of global instability on established market leaders, with some anticipating significant market corrections while others look for buying opportunities.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as the regulatory landscape for deep-sea mining rapidly solidifies, with the US government signaling strong support. A recent federal rule establishes a clearer permitting pathway, and the company's CEO is set to testify before Congress regarding critical mineral independence and streamlining regulatory barriers. The community views these developments as significant de-risking events, fueling bullish sentiment around the urgent need for domestic deep-sea mineral supply chains to counter geopolitical reliance.

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Seizert Capital Partners LLC Acquires 45,515 Shares of Cigna Group $CI

Seizert Capital Partners LLC boosted its stake in shares of Cigna Group (NYSE:CI - Free Report) by 30.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional...

Allstate Corp Makes New $2.92 Million Investment in Cigna Group $CI

Allstate Corp bought a new stake in Cigna Group (NYSE:CI - Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 10,123...

Winners & Losers: The ETF Playbook to Glide Trump's Great Healthcare Plan

Trump's Great Healthcare Plan redraws healthcare winners and losers - here's how ETFs like IHE could benefit as middlemen face pressure.

Lmcg Investments LLC Reduces Holdings in Cigna Group $CI

Lmcg Investments LLC lowered its stake in shares of Cigna Group (NYSE:CI - Free Report) by 83.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the...

Cigna Group $CI Shares Sold by Massachusetts Financial Services Co. MA

Massachusetts Financial Services Co. MA trimmed its position in shares of Cigna Group (NYSE:CI - Free Report) by 7.4% in the 3rd quarter, according to the company in its most recent filing with the...

Rep. Julie Johnson Sells Off Shares of Cigna Group (NYSE:CI)

Representative Julie Johnson (D-Texas) recently sold shares of Cigna Group (NYSE:CI). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000...

Cigna Group $CI Shares Sold by QRG Capital Management Inc.

QRG Capital Management Inc. cut its position in Cigna Group (NYSE:CI - Free Report) by 40.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission...

TD Private Client Wealth LLC Sells 6,059 Shares of Cigna Group $CI

TD Private Client Wealth LLC cut its holdings in Cigna Group (NYSE:CI - Free Report) by 71.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange...

Cigna Group $CI Shares Bought by Focused Investors LLC

Focused Investors LLC increased its position in Cigna Group (NYSE:CI - Free Report) by 30.4% during the third quarter, according to the company in its most recent 13F filing with the Securities...

<ul class="summary-bullets"><li>The President however did not provide details such as who will be eligible or how much money consumers could receive.</li><li>Trump also called for more transparency from insurance companies regarding claim payouts, denials and prices.</li><li>According to analyst Cantor Fitzegerald, the Trump administration's "Great Healthcare Plan" proposal is a favorable outcome for the medical insurers as the proposed mandates for insurers "are nothing new or disruptive."</li></ul>Shares of insurance companies closed up on Thursday after President Donald Trump unveiled a healthcare initiative aimed at reducing insurance premiums.UnitedHealth (UNH) shares closed up 1% on Thursday, while CVS Health (CVS) and Cigna (CI) closed nearly 3% higher.Under President Donald Trump’s ‘Great Healthcare Plan,’ money will directly be delivered to people to purchase their healthcare.“My plan would reduce your insurance premiums by stopping government payoffs to big insurance companies and sending that money directly to the people,” Trump said, while also calling on the Congress to pass the framework without delays. The President, however, did not provide details as to who would be eligible or how much money consumers could receive.Trump also called for more transparency from insurance companies regarding claim payouts, denials and prices.“It requires insurers to publish detailed information about how much of your money they’re going to be paying out in claims versus how much they are taking in in profits… It forces them to release detailed data on how many claims are being denied and whether those denials are eventually overturned on appeal,” Trump said.<h2 class="st-heading-2">Experts Weigh In</h2>According to analyst Cantor Fitzgerald, the Trump administration's "Great Healthcare Plan" proposal is a favorable outcome for the medical insurers. The proposed mandates for insurers "are nothing new or disruptive," the analyst told investors in a research note.Cantor believes the bill's implications are more around rebranding than a structural change in business operations. It sees the bill as a net positive for UnitedHealth (UNH), Elevance Health (ELV), Cigna (CI), Humana (HUM), CVS Health (CVS), Centene (CNC) and Molina Healthcare (MOH). The firm believes it is "far too late" into Trump's second term for a meaningful healthcare policy overhaul.Wells Fargo, meanwhile, said the "The Great Healthcare Plan" released by the White House, will likely face a difficult path forward. In addition, lack of "new onerous proposals could be viewed as positive" for the healthcare services group, the analyst told investors in a research note.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around UNH and CVS stocks trended in the ‘bearish’ territory at the time of writing, while sentiment around CI stayed at ‘bullish’ levels.<a href="https://stocktwits.com/symbol/UNH">UNH shares</a> lost nearly 38% over the past 12 months while its rival <a href="https://stocktwits.com/symbol/CVS">CVS</a> added more than 50%.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-rises-on-macquarie-upgrade-even-as-rivals-li-xpev-get-price-target-cuts/cmUSGnNR4Jj">NIO Stock Rises On Macquarie Upgrade Even As Rivals LI, XPEV Get Price Target Cuts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the UnitedHealth Group logo is displayed on the screen of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

UNH, CI, CVS Stocks Rise After Trump Unveils ‘Great Healthcare Plan’

Under President Trump’s ‘Great Healthcare Plan,’ money will directly be delivered to people to purchase their healthcare.

Equity

The Cigna Group is a global health company, which engages in the provision of global health services. It operates through the following segments: Evernorth Health Services, Cigna Healthcare, Other Operations, and Corporate. The Evernorth Health Services segment partners with health plans, employers, governmental organizations, and health care providers to solve challenges in the areas of pharmacy benefits, home delivery pharmacy, specialty pharmacy, specialty distribution, and care delivery and management solutions. The Cigna Healthcare segment includes the U.S. Healthcare and International Health operating segments, which provide comprehensive medical and coordinated solutions to clients and customers. The Other Operations segment consists of the remainder of business operations, which includes certain ongoing businesses and exited businesses. The Corporate segment refers to net interest expense, certain litigation matters, expense associated with frozen pension plans, charitable contributions, operating severance, certain overhead and enterprise-wide project costs, and eliminations for products and services sold between segments. The company was founded in 1792 and is headquartered in Bloomfield, CT.

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