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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. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep slide to new lows is drawing bearish discussion, with traders linking the selloff to concerns about Trumps political standing and the approaching midterms, as well as the companys weak business fundamentals. Some see the decline as a possible trading opportunity, but negative sentiment dominates.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep slide to post-IPO lows dominates discussion, with traders citing newly unlocked shares and insider selling, TD Cowens price-target cut, and concerns about valuation, growth and customer concentration amid weakness in AI-related stocks. Bearish calls for more downside contrast with buyers arguing the shares are oversold and adding on dips.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves sharp selloff has focused attention on its debt load, borrowing costs and ability to finance its AI infrastructure expansion amid broader doubts about neocloud economics. Traders are split between bargain-buying and short-squeeze hopes and concern about further downside or dilution; a Goldman Sachs upgrade failed to sustain a rebound.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention amid a broad semiconductor selloff and concerns about whether AI infrastructure spending can generate sustainable returns; traders also blame CEO Hock Tans remarks likening some AI investing to gambling for adding to uncertainty. Bulls view the pullback as a buying opportunity based on custom-chip demand, while bears worry about AI financing risks and the stocks persistent underperformance.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rally is drawing attention after Morgan Stanley named it a top pick, citing stronger expected AWS growth and its AI opportunity. Many traders welcomed the upgrade and saw room for further gains, while others questioned whether the move would hold ahead of earnings and watched for resistance.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

A sharp selloff in CleanSpark shares, amid weakness across bitcoin miners and concerns about debt costs, management and the AI/data-center pivot, is driving discussion. Traders are split between expecting further declines and buying what they see as an oversold dip, with some long-term holders citing the Meta-backed data-center plans as a counterpoint.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock, citing long commercialization timelines, limited firm customer commitments and projected cash burn. Traders are debating whether the selloff reflects real execution risks or an overly bearish analyst call, with some buying the dip on the long-term nuclear-power thesis.

AGNC Investment Corp. engages in the operation of a real estate investment trust. The firm invests in residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by the United States government-sponsored enterprise or by the United States government agency. It also invests in other types of mortgage and mortgage-related securities, such as credit risk transfer securities and non-Agency residential and commercial mortgage-backed securities, where repayment of principal and interest is not guaranteed by the United States government-sponsored enterprise or by the United States Government agency, and other assets related to the housing, mortgage, or real estate markets. The company was founded on January 7, 2008 and is headquartered in Bethesda, MD.

AGNC Investment Corp

AGNCs Q3 results have put its sharp tangible book value decline and weak economic return at the center of discussion; spread income only narrowly covered the dividend. Traders are split between concerns about further losses and a potential dividend cut, and buyers treating the selloff as an opportunity to add income shares.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs prolonged steep selloff, including its underperformance while Bitcoin has held relatively firm, dominates discussion. Traders blame weak sentiment around the companys AI/data-center pivot and lack of signed tenant leases, alongside short-selling and management concerns; some see a possible bounce, but bearish frustration is widespread.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

Attention centers on AbCelleras ABCL635 Phase 2 data for menopausal hot flashes, with traders focused on whether conference updates add evidence on durability, safety and patient outcomes beyond the encouraging topline results. Bullish traders see the data as validation of the companys pipeline, while others caution that expectations may be high and the presentation could offer little new information or prompt profit-taking.

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Is Elevance Health, Inc. (ELV) Outperforming Other Medical Stocks This Year?

Here is how Elevance Health (ELV) and Astellas Pharma Inc. (ALPMY) have performed compared to their sector so far this year.

Unveiling Elevance Health (ELV) Q3 Outlook: Wall Street Estimates for Key Metrics

Besides Wall Street's top-and-bottom-line estimates for Elevance Health (ELV), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2026.

Elevance Q3 Earnings Preview: Will Lower Premiums Weigh on Results?

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Centene's Gold Card Push Could Ease Costs - But Will Savings Follow?

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Is Oscar Health Stock a Buy as Growth Surges but Valuation Stays Rich?

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Oscar Health Rallies 14.9% in 3 Months: Can the Gains Keep Going?

Oscar Health shares have surged 14.9% in three months, fueled by membership growth, better underwriting and cost efficiencies. Can the rally continue?

UNH Stock Rises Overnight Ahead Of Earnings: Analyst Outlines ‘Short Premium’ Play To Cut January Call Cost By Nearly 60%

Equity

Tidal Financial Group strategist Michael Khouw says options imply a 6.5% earnings move, with implied volatility at 40%, twice the stock’s realized volatility.

Did Elevance Health, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

Did Elevance Health, Inc. Insiders Breach their Fiduciary Duties to Shareholders? Did Elevance Health, Inc. Insiders Breach their Fiduciary Duties to Shareholders?PR NewswireNEW YORK, Oct. 8, 2026Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or...

CVS Health Trades at a Discount to Industry: How to Play the Stock?

CVS trades below industry peers as Aetna margins recover, pharmacy trends improve and Health Services gains momentum, but 340B headwinds persist.

Elevance Health, Inc. operates as a health company, which engages in improving lives and communities, and making healthcare simpler. It operates through the following segments: Health Benefits, CarelonRx, Carelon Services, and Corporate and Other. The Health Benefits segment offers a comprehensive suite of health plans and services to different customers. The CarelonRx segment markets and offers pharmacy services to affiliated health plan customers, as well as to external customers. The Carelon Services segment integrates physical, behavioral, pharmacy, and social services with the aim of delivering whole health affordably by offering a broad array of healthcare related services. The Corporate & Other segment includes businesses that do not individually meet the quantitative threshold for an operating segment. The company was founded in 1944 and is headquartered in Indianapolis, IN.

Elevance Health Inc

Bullish Sentiment

<ul class="summary-bullets"><li>Khouw’s trade sells November $420 calls and $340 puts to help fund a January 2027 $400 call, lowering its cost by nearly 58%.</li><li>UnitedHealth is expected to post $112.4 billion in Q3 revenue, $6.45 billion in EBITDA and $3.06 in earnings per share.</li><li>Oppenheimer noted that UNH's share of members in four-star-or-higher plans fell 15%, while Humana’s rose to 95% from 42%.</li></ul><p>UnitedHealth (UNH) is set to report third-quarter (Q3) earnings before Tuesday’s market open, with options pricing in a 6.5% move around the results. Tidal Financial Group strategist Michael Khouw says elevated options prices create an opportunity for traders to sell November premium to help finance a cheaper January call.</p><p><a href="https://stocktwits.com/symbol/UNH">UNH stock</a> rose 0.9% in after-hours trading on Monday after closing the regular session down 0.2% at $378.52.</p><h2 class="st-heading-2"><strong>UnitedHealth Options Price In A 6.5% Earnings Move</strong></h2><p>“The only thing more expensive than health insurance is perhaps the costs of insuring shares of health insurers,” Khouw said, pointing to UnitedHealth as an example.</p><p>Options imply a 6.5% move in UnitedHealth shares around earnings, while implied volatility is running at about 40%, about twice the stock’s realized volatility of 20%, he said. The implied move is the second-largest in almost two years. Shares have fallen after five of their past eight earnings reports, including nearly 20% drops after results in January and April 2025, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/10/12/unitedhealth-shares-are-doing-something-unusual-ahead-of-earnings.html?taid=6acd105f558573000116c2d1&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">noted</a>.</p><h2 class="st-heading-2"><strong>UNH Call Play: How The $400 January Call Trade Cuts Upfront Cost By 58%</strong></h2><p>Khouw’s proposed trade is a “short premium” strategy: It sells two November options to collect $10.60 per share and offset part of the cost of a longer-dated call.&nbsp;</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Leg&nbsp;</td><td>Trade&nbsp;</td><td>Premium Per Share&nbsp;</td></tr><tr><td>1</td><td>Buy January 2027 $400 Call</td><td>Pay $18.20</td></tr><tr><td>2</td><td>Sell November $420 Call&nbsp;</td><td>Collect $5.80</td></tr><tr><td>3</td><td>Sell November $340 Put</td><td>Collect $4.80</td></tr><tr><td>&nbsp;</td><td>Net Upfront Debit</td><td>$7.60</td></tr></tbody></table></figure></div><p>The trade buys a January 2027 $400 call for $18.20 per share, then sells a November $420 call for $5.80 and a November $340 put for $4.80. The resulting net cost is $7.60 per share, or $760 per contract, reducing the call’s upfront cost by about 58%.&nbsp;</p><h2 class="st-heading-2"><strong>What Could Go Wrong If UNH Moves Sharply?</strong></h2><p>If UnitedHealth finishes November between $340 and $420: The short options would expire worthless. The January call’s breakeven would be $407.60 at expiration.</p><p>If UNH stock falls below $340: The short put could require the seller to buy shares at that price, for an effective cost of about $347.60 per share after the trade’s net debit.</p><p>Khouw said UnitedHealth had been essentially flat over five years and traded 12% to 13% below the midpoint of its two-year high-low range. At about 17 times forward earnings, he said, the stock was not priced for a recovery. He sees the company’s 13% to 16% earnings-growth target as achievable, though rising healthcare costs is a headwind.</p><p>Khouw also pointed to enrollment trends. Affordable Care Act (ACA) marketplace enrollment appears poised to decline, he said, although the segment is smaller than Medicare and commercial coverage. Commercial fee-based enrollment grew about 2.9% from 2024 to 2025, while total Medicare enrollment rose 4.5%. Commercial growth exceeded U.S. workforce growth of about 1.4%.</p><h2 class="st-heading-2"><strong>UNH Q3 Earnings Preview</strong></h2><p>Koyfin’s estimates for the upcoming quarter compare with the last reported quarter. They show revenue of $111.49 billion, down 0.5% sequentially. Earnings before interest, taxes, depreciation and amortization (EBITDA) is estimated at $6.47 billion, down 28%, while earnings before interest and taxes (EBIT) is forecast at $5.44 billion, down 32%. GAAP earnings per share (EPS) are projected to fall 36.81%.</p><p>Fiscal.ai’s year-over-year estimates show revenue of $112.4 billion, compared with $113.2 billion a year earlier. It forecasts EBITDA of $6.45 billion, up from $5.25 billion, and earnings per share of $3.06, compared with $2.92.</p><h2 class="st-heading-2"><strong>Medicare Advantage Ratings: Wall Street Weighs UNH Against Peers</strong></h2><p>TD Cowen lowered its price target on UNH to $402 from $430, implying a 6% upside, while maintaining a 'Buy' rating. The firm expects preliminary commentary on 2027 earnings-per-share expectations with the report.&nbsp;</p><p>Meanwhile, Piper Sandler said 66.8% of UnitedHealth members were enrolled in plans rated four stars or higher, based on September 2026 enrollment data, and called the company’s resilience “impressive” and underappreciated. Oppenheimer noted that the share of members in four-star-or-higher plans fell 15% at UnitedHealth for 2027, versus 10% at Elevance Health, 15% at CVS Health and 9% at Centene. Humana moved in the opposite direction, with 95% of its members in four-star-or-higher plans, up from 42% a year earlier.&nbsp;</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About UNH?</strong></h2><p>On Stocktwits, retail sentiment for UNH jumped to ‘extremely bullish’ from ‘bullish’ levels a day ago amid a 1,680% surge in 24-hour message volumes.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/unh_ss_d30ab9f499.png" alt="unh ss.png" width="633" height="342"><figcaption>UNH sentiment and message volume as of October 13 | Source: Stocktwits</figcaption></figure><p>One user&nbsp;<a href="https://stocktwits.com/Jimsonlima/message/666329330">said</a>, “$UNH beat and raise. 500 incoming”</p><p><stembedurl>https://stocktwits.com/Jimsonlima/message/666329330</stembedurl></p><p>Another user&nbsp;<a href="https://stocktwits.com/Bobky2030/message/666326375">said</a>, “$UNH be cool to beat huge and raise. Shorts have to chase to 435.00 plus this week.”</p><p><stembedurl>https://stocktwits.com/Bobky2030/message/666326375</stembedurl></p><p>UNH stock has risen 17% year-to-date.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-bull-trap-risk-holds-back-new-shorts-trump-fannie-freddie-call/cZxBdKIRBob">‘The Trick Is To Get There’: Michael Burry Sees ‘Bull Trap’ Risk But Holds Back On New Shorts&nbsp;</a></p>

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)

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