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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

Conflicting reports around Nvidia's 18A chip engagement are central to Intel's trending discussion, with many dismissing negative news as FUD and a "hit piece." The community expresses strong conviction in Intel's foundry turnaround, buoyed by US antitrust clearance for Nvidia's substantial investment and a significant partnership with the Department of Energy for AI scientific discovery. This optimism prevails despite perceived market manipulation and frustration over recent price action.

Omeros Corp. operates as a biopharmaceutical company. The firm engages in the discovery, development, and commercializing of both small-molecule and protein therapeutics for large market. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

OMER is trending on high anticipation for an imminent FDA approval decision for its drug Narsoplimab, targeting a deadly disease with no approved treatments. The community is buzzing with speculation around a potential "Christmas miracle" approval, fueled by the company's recent strategic partnership with Novo Nordisk and strong clinical data, anticipating a significant short squeeze and a re-rating of the stock's value despite past regulatory hurdles.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending with high excitement following the successful orbital deployment of its BlueBird 6 satellite, a pivotal step towards delivering 5G connectivity directly to standard smartphones globally. The community views this milestone as a validation of ASTS's direct-to-device vision and a significant catalyst for future growth, generating widespread bullish sentiment and discussions about its long-term potential in the space sector.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as it prepares for inclusion in the S&P MidCap 400 index, a development expected to enhance its institutional visibility and liquidity. The community is actively discussing the potential for increased buying pressure from index funds and sees this as a significant validation. Many are also comparing UiPath to other rapidly growing AI stocks, recognizing its leadership in the Agentic AI and automation space.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

iShares Silver Trust is surging to new all-time highs, driven by intensifying industrial demand from rapidly expanding sectors like AI data centers, EVs, and solar, alongside significant global supply concerns. The rally is further fueled by China's impending export restrictions on silver, with market participants eagerly discussing a potential 'silver squeeze' and a fundamental re-evaluation of its value, though some anticipate a near-term correction after its rapid ascent.

Agios Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in a research engine, multiple novels, and investigational therapies in preclinical development. It focuses on cellular metabolism and classical hematology. The company was founded by Lewis Clayton Cantley, Tak W. Mak, Craig B. Thompson and Shin-Shan Michael Su on August 7, 2007 and is headquartered in Cambridge, MA.

Agios Pharmaceuticals Inc

Agios Pharmaceuticals is trending following FDA approval of AQVESME (mitapivat) for thalassemia-associated anemia, marking the first oral medicine for this patient population. This significant regulatory milestone is driving conversations about its commercial opportunity, though community sentiment remains polarized due to prior delays in regulatory decisions and mixed clinical trial results for other indications. Discussions are ongoing regarding the drug's market potential and the broader implications for the company's trajectory amidst persistent concerns about past management decisions and overall stock performance.

Dynavax Technologies Corp. is a biopharmaceutical company, which engages in the provision of discovery, development, and commercialization of novel vaccines and immuno-oncology therapeutics. Its product includes HEPLISAV-B, which prevents infection caused by all known subtypes of hepatitis B virus in adults 18 years of age and older. The company was founded by Lawrence M. Lichtenstein, Dennis A. Carson, and Eyal Raz on August 29, 1996 and is headquartered in Emeryville, CA.

Dynavax Technologies Corp.

Dynavax Technologies is trending significantly due to an agreement for its acquisition by Sanofi through a cash buyout offer. This news is driving widespread community discussion, with many long-term investors expressing both relief and some frustration over the valuation after years of minimal stock appreciation, as Sanofi aims to enhance its adult immunization portfolio with Dynavax's vaccine assets and adjuvant technology.

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Cape Canaveral, FL.

Starfighters Space Inc

Starfighters Space Inc. ($FJET) is experiencing extreme volatility as a recent low-float IPO, captivating traders with its explosive price discovery. The community is debating its potential for a short squeeze against concerns about long-term fundamentals and market manipulation, positioning it as a high-risk, high-reward meme stock within the broader aerospace sector.

Shiba Inu (SHIB) is a meme token which began as a fun currency and has now transformed into a decentralized ecosystem. During the initial launch, 50% of the supply was allocated into Vitalik Buterin's ethereum wallet.   As a result of that, Vitalik proceeded to donate 10% of his SHIB holdings to a COVID-19 relief effort in India and the remaining 40% is burnt forever. That donation was worth about $1 billion at that time, which makes it one of the largest donation ever in the world.  What is the Shiba Inu community working on right now? The Shiba Inu team launched a decentralized exchange called Shibaswap with 2 new tokens, LEASH and BONE. LEASH is a scarce supply token that is used to offer incentives on Shibaswap. BONE is the governance token for holders to vote on proposals on Doggy DAO.

Shiba Inu

Shiba Inu is trending amid starkly divided community sentiment, with many holders expressing frustration over current price levels and labeling it a "scam" or "dead" project. However, a passionate segment of the community remains highly confident, viewing this period as a key accumulation opportunity and anticipating a significant rally. This intense polarization and active debate around its future are driving conversations.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending amidst intense shareholder frustration over leadership's perceived inaction on securing a major partnership for its differentiated non-mRNA vaccine assets, particularly following a competitor's recent acquisition at a substantial premium. The community is buzzing with speculation that an anticipated 'black box' warning for mRNA vaccines could significantly re-evaluate Novavax's market position, alongside ongoing pressure for a strategic buyout from activist investors.

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Social Capital founder and venture capitalist Chamath Palihapitiya said on Tuesday that while the United States controls parts of the rare earth supply chain, such as mining and magnet manufacturing, its critical weakness lies in refining rare earths into oxides, a process dominated by Asia and particularly China.“Step 2 is our Achilles heel,” he wrote in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/chamath/status/1988270865080029482">post</a> on X, noting that refining is “mostly done in Asia, and overwhelmingly done in China or by Chinese counterparties in places like Vietnam.”Palihapitiya said the U.S. must find a “leveraged way and place to make oxides,” calling India the most obvious choice given its lower costs and skilled workforce.<figure class="image"><a class="st-link-external" href="https://x.com/chamath/status/1988270865080029482" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:1208/1192;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_11_at_11_21_48_AM_png_596cb0812d.webp" alt="Screenshot 2025-11-11 at 11.21.48 AM.png" width="1208" height="1192"></a><figcaption>@chamath/X</figcaption></figure><h2 class="st-heading-2">India’s Cost Advantage Over China</h2>According to Palihapitiya, refining rare earth oxides is a “dirty and complicated business,” but one in which India holds a significant economic advantage. “China has a 2x cost advantage vs the U.S. in making oxides, but India has a 6x advantage vs China and also has the human talent,” he said.Palihapitiya suggested that India’s refining potential could help reduce China’s grip on the global rare earths market, which supplies critical materials used in electric vehicles, wind turbines, and defense systems.<h2 class="st-heading-2">The Missing Piece</h2>Palihapitiya cautioned that investment in India’s refining capacity is unlikely to accelerate without a U.S.-India trade deal. Palihapitiya added that if such a deal were signed, India could become “the tip of the spear in blunting Chinese mercantilism and any downstream ‘validated end-user’ licensing schemes.”The VanEck Rare Earth and Strategic Metals ETF (REMX) fell 1.36% in midday trade on Tuesday as tensions over rare earth elements between the U.S. and China continue to escalate. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/china/china-hatches-plan-to-keep-u-s-military-from-getting-its-rare-earth-magnets-f349ee65">report</a> by The Wall Street Journal, Beijing is evaluating the use of a ‘validated end-user’ system to fast-track certain export licenses. This is reportedly intended to exclude companies with ties to the U.S. military while fast-tracking export approvals for other firms.Despite the dip in share prices, retail sentiment around REMX flipped to ‘bullish’ from ‘bearish’ a day ago as chatter rose to ‘high’ from ‘normal’ levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-rises-after-3-billion-meta-ai-infrastructure-deal-despite-shaky-q3-results/cLPdotEREPj">NBIS Stock Rises After $3 Billion Meta AI Infrastructure Deal Despite Shaky Q3 Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chamath Palihapitiya attends the 2024 Breakthrough Prize Ceremony at Academy Museum of Motion Pictures on April 13, 2024 in Los Angeles, California. (Photo by Taylor Hill/Getty Images)

Chamath Palihapitiya Talks About US' Achilles Heel When It Comes To Rare Earths

The Social Capital founder wrote on X that the U.S. lacks refining capacity for rare earths despite strengths in mining and manufacturing.

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Exchange Traded Concepts Trust - Optica Rare Earths & Critical Materials ETF

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