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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amidst intense community debate surrounding Donald Trump's State of the Union address, with supporters lauding his performance and policies while critics denounce his rhetoric and character, driving highly polarized sentiment for the Trump-affiliated company.

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The State of the Union address and its highly polarized reception are driving discussions around SPY, with community members fiercely debating economic claims, tariffs, and political division, while anticipating upcoming NVIDIA earnings.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending following news of its shift to U.S. Mac Mini and AI server production in Houston, alongside a Supreme Court ruling that removed a significant tariff burden. The community is actively discussing whether these strategic moves and evolving AI ambitions cement Apple's position as a market leader or if underlying economic uncertainties temper the immediate bullish sentiment.

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 (IBRX) is trending amidst high trading volume and strong community speculation around a significant short squeeze, driven by enthusiasm for its Anktiva cancer treatment and recent public presentations highlighting its chemo-free approach, overshadowing varied investor reactions to the State of the Union address.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending due to intense bidding, as its board re-evaluates a sweetened all-cash acquisition offer from Paramount Skydance, which includes a ticking fee and covers Netflix's breakup fee. Community discussion centers on the certainty of Paramount's proposal versus Netflix's existing bid, with shareholders debating potential regulatory hurdles and whether Netflix will counter.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending ahead of its earnings report, fueling a sharp debate as the broader software sector grapples with AI disruption fears and recent analyst downgrades. Bulls argue the stock is deeply undervalued with strong AI integration, while bears anticipate further pressure.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

PSKY is trending as Warner Bros. Discovery's board re-evaluates its increased acquisition bid against Netflix's, sparking community debate over the debt implications for PSKY versus the perceived strategic advantages of a combined entity and the regulatory hurdles facing Netflix's offer.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following an earnings beat driven by strong revenue growth and significant new restaurant openings, sparking a debate among investors. The community is sharply divided between those who see its premium valuation as justified by a clear long-term growth trajectory and popular healthy menu, and those who highlight moderating same-store sales and potential margin pressures compared to peers.

The Stellar network is an open source, distributed, and community owned network used to facilitate cross-asset transfers of value. Stellar aims to help facilitate cross-asset transfer of value at a fraction of a penny while aiming to be an open financial system that gives people of all income levels access to low-cost financial services. Stellar can handle exchanges between fiat-based currencies and between cryptocurrencies. Stellar.org, the organization that supports Stellar, is centralized like XRP and meant to handle cross platform transactions and micro transactions like XRP. However, unlike Ripple, Stellar.org is non-profit and their platform itself is open source and decentralized.   Stellar was founded by Jed McCaleb in 2014. Jed McCaleb is also the founder of Mt. Gox and co-founder of Ripple, launched the network system Stellar with former lawyer Joyce Kim. Stellar is also a payment technology that aims to connect financial institutions and drastically reduce the cost and time required for cross-border transfers. In fact, both payment networks used the same protocol initially.  Distributed Exchange Through the use of its intermediary currency Lumens (XLM), a user can send any currency that they own to anyone else in a different currency.  For instance, if Joe wanted to send USD to Mary using her EUR, an offer is submitted to the distributed exchange selling USD for EUR. This submitted offer forms is known as an order book. The network will use the order book to find the best exchange rate for the transaction in-order to minimize the fee paid by a user.  This multi-currency transaction is possible because of "Anchors". Anchors are trusted entities that hold people’s deposits and can issue credit. In essence, Anchors serves as the bridge between different currencies and the Stellar network.  Lumens (XLM) Lumens are the native asset (digital currency) that exist on the Stellar network that helps to facilitate multi-currency transactions and prevent spams. For multi-currency transactions, XLM is the digital intermediary that allows for such a transaction to occur at a low cost.  In-order to prevent DoS attacks (aka spams) that would inevitably occur on the Stellar network, a small fee of 0.00001 XLM is associated with every transaction that occurs on the network. This fee is small enough so it does not significantly affect the cost of transaction, but large enough so it dissuades bad actors from spamming the network.   Prior to Protocol 12, Stellar had a built-in inflation mechanism conceived to allow account holders to collectively direct inflation-generated lumens toward projects built on Stellar.  As the network evolved and grew, it became increasingly clear that inflation wasn’t working as intended — account holders either didn’t set their inflation destination or joined inflation pools to claim the inflation themselves, and the operational costs associated with inflation payments continued to rise — and so a protocol change to disable inflation was proposed, implemented, voted on by validators, and ultimately adopted as part of a network upgrade.  The inflation operation is now deprecated. https://developers.stellar.org/docs/glossary/inflation/

Stellar Lumens

Stellar (XLM) is trending as community discussion centers on its growing utility and institutional adoption, fueled by CME Group's plans for XLM futures and the live launch of its X-Ray privacy protocol on Mainnet, enhancing privacy on the network.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the following segments: B&W Renewable, B&W Environmental, and B&W Thermal. The B&W Renewable segment supports a circular economy, diverting waste from landfills to use for power generation and replacing fossil fuels, while recovering metals and reducing emissions. The B&W Environmental segment focuses on systems for cooling, ash handling, particulate control, nitrogen oxides and sulfur dioxides removal, chemical looping for carbon control, and mercury control. The B&W Thermal segment offers steam generation equipment, aftermarket parts, construction, maintenance, and field services for plants in the power generation, oil and gas, and industrial sectors. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending as the market anticipates an imminent, transformative $1.5 billion contract with Applied Digital to provide rapid, natural gas-powered energy solutions for an AI data center. This outlook is further boosted by recent White House focus on off-grid power for the sector, with the community highlighting BW's ability to quickly deploy crucial infrastructure.

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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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