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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth (UNH) is a major trending topic following a Trump administration proposal for a significantly lower-than-expected increase in Medicare Advantage payment rates for 2027, which sent the stock and broader healthcare sector into a sell-off. This news, surfacing just before UNH's earnings report, has ignited fervent debate among investors, with many panicking over potential future headwinds while others see a clear "buy the dip" opportunity, dismissing it as an overblown reaction to an unfinalized political maneuver.

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 seeing significant community discussion and trading volume following news of famed investor Michael Burry disclosing a long-term position, alongside recent insider buys from CEO Ryan Cohen. This has intensified market debate, with many hoping for a potential short squeeze while others highlight the company's strategic focus and robust cash reserves.

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.

Trump Media & Technology Group Corp. (DJT) is actively discussed amid contentious federal immigration operations, particularly following a recent death in Minnesota that has ignited intense debate. Community members are deeply divided, with some condemning the actions as excessive force and others staunchly defending law enforcement. This divisive conversation is amplified by broader political narratives, including suggestions that these events serve as a distraction from other ongoing public matters.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com remains a focal point in investor discussions, with many expressing frustration over its stagnant price action, often perceived as being artificially pinned around the $30 level, especially as other Chinese tech stocks surge. Despite significant share repurchases and strong underlying fundamentals, the community is debating whether the company's aggressive food delivery expansion has weighed on short-term profitability, even as patient investors foresee a significant breakout driven by its robust logistics and deep value.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom Video Communications, Inc.

Zoom is trending following its recent robust earnings report, increased stock buyback authorization, and growing enthusiasm around its strategic AI investments. Community sentiment is split between those celebrating a potential breakout from a prolonged trading range, highlighting strong financials and AI integration, and others who remain cautious about its long-term growth trajectory amidst a competitive landscape.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy`s Co

Wendy's (WEN) is experiencing significant market attention driven by widespread buyout rumors, with reports of potential acquisition offers at a substantial premium. This speculation is creating a tug-of-war among investors, as bulls highlight the company's high short interest and undervaluation, including a notable dividend yield. Bears remain skeptical due to ongoing CEO search delays and recent analyst downgrades, but the heightened activity, including increased call option volume, suggests a potential for a short squeeze.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is actively trending following its strategic acquisition of SkyWater Technology, a move intended to vertically integrate its quantum computing platform and accelerate its technology roadmap. While many see this as a pivotal step to secure a domestic supply chain in the critical quantum race, community discussions also reflect concerns regarding potential shareholder dilution and the valuation of the deal.

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 experiencing significant upward momentum driven by escalating demand for high-bandwidth memory (HBM) in the artificial intelligence sector, with industry experts forecasting a prolonged memory shortage. The community is actively discussing Micron's strategic investments, low forward P/E, and potential geopolitical tailwinds like tariffs on international competitors, as strong indicators for continued growth. Despite some competitive headlines, investors remain highly optimistic about its leading position in the HBM market and expanding margins within the memory supercycle.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is a major talking point following a contentious short report alleging widespread use of unvetted contract workers, which has sparked intense debate over potential regulatory scrutiny. This controversy is unfolding alongside strategic advances, including new partnerships in autonomous delivery, as the company explores innovative logistics to complement its core service.

Movano, Inc. is a health-focused technology company. The firm uses non-invasive technology to enable individuals and their healthcare partners to measure and manage their health conditions. It offers solutions through the app, the cloud, the wearable, and the sensor. The company was founded by Michael Aaron Leabman in January 2018 and is headquartered in Pleasanton, CA.

Movano Inc

Movano Inc. is experiencing a significant surge following news that its merger partner, Corvex, secured a long-term NVIDIA H200 GPU deployment. This has ignited widespread community speculation about a potential short squeeze, drawing comparisons to recent low-float runners like $BNAI and $SMX. Investors are actively debating the true implications of the NVIDIA-related agreement and the stock's exceptionally low float, with some anticipating substantial gains while others express caution regarding a possible pump-and-dump scenario.

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Kuber Resources Corp. is a holding company, which engages in the treatment of flame-retardant wood panels through a patented process. It is also involved in the operation of an international trading platform, a middle buyer of commodities and selling them to end buyers. The company was founded by Sin Man Tsun on January 29, 1998 and is headquartered in Hong Kong.

Kuber Resources Corp

No change

25 bps cut

25 bps hike

Note sure, just watching

The Fed announces its rate decision this Wednesday.

Markets are pricing in a ~99% chance of no change at this week’s Fed decision, according to prediction markets. $SPY $QQQ 

FOMC on Wednesday, what do you think the Fed will decide?

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