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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's performance post-earnings is sparking mixed reactions, with some questioning if the AI hype is sustainable as the stock struggles to hold gains despite positive results. The community is debating potential accounting issues and the concentration of revenue among a few key customers, while others see this as a temporary dip before a larger rally driven by long-term AI growth. Concerns about valuation, market manipulation, and broader economic headwinds are also fueling the discussion.

Safe & Green Holdings Corp. is a design and construction services company, which engages in the provision of code engineered cargo shipping containers. It operates through the following segments: Construction, Medical, Development, and Corporate and Support. The Construction Services segment includes the manufacturing of unit SG ECHO and other modules projects. The Medical segment consists of joint venture COVID-19 laboratory operations. The Development segment focuses on real property development. The Corporate and Support segment includes general corporate expenses such as the executive office, corporate finance, accounting, audit, tax, human resources, risk management, information technology, marketing, and legal groups, corporate overhead, and other items not allocated to any of the company's other segments. The company was founded on December 29, 1993 and is headquartered in Miami, FL.

Safe & Green Holdings Corp

Safe & Green Holdings is trending due to high short interest and a strategic shift towards integrated energy solutions, sparking discussions of a potential short squeeze. The community is debating the stock's volatility, with some urging others to hold strong while others are wary of a potential pump and dump. Bullish investors are comparing it to previous squeeze events.

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 is trending due to rising memory chip prices driven by AI data center demand, with some analysts predicting substantial future growth and a new price target. Community discussions reflect bullish sentiment, but also caution about potential pullbacks after a significant year-to-date increase. Some traders point to technical indicators suggesting it may be overbought in the short-term.

Seres Therapeutics, Inc. engages in the development of biological drugs through microbiome therapeutics platform. Its product pipeline includes SER-109, SER-287, SER-301, and SER-401. The company was founded by Geoffrey von Maltzahn, David A. Berry, and Noubar B. Afeyan on October 18, 2010 and is headquartered in Cambridge, MA.

Seres Therapeutics Inc

MCRB is trending as the community speculates about a potential buyout, with many pointing to Nestle as a likely suitor given past collaborations and recent corporate restructuring. Discussions revolve around the timing of a deal before the end of the year, potential offer prices, and the impact on shareholders. Some traders are expressing skepticism, citing possible pump-and-dump schemes or an upcoming offering.

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 downwards, sparking debates about whether it's a temporary dip or the start of a longer bear market, as community members analyze support levels and potential bottom prices. Mixed opinions are fueled by discussions of market manipulation, external factors like potential strategic reserves, and comparisons to the performance of traditional markets. Some traders express concern over heavy liquidations, while others remain optimistic about long-term prospects and institutional adoption.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing significant volatility, driven by reactions to economic data and sector-specific news like NVDA's earnings. Community chatter highlights a struggle between bulls and bears, with many discussing potential bull traps and the impact of AI on the market. Traders are closely watching key support and resistance levels amid uncertainty about future rate cuts.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending as investors discuss a recent sell-off despite strong earnings, with community members debating whether this presents a buying opportunity or if concerns about profitability and guidance warrant caution. Some are concerned about Waymo and Tesla's presence in the autonomous vehicle space. Others cite low P/E and upcoming catalysts as reasons for bullish sentiment.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is experiencing significant volatility, with community discussions focused on potential downside risks and the correlation with Bitcoin's price movements. Bearish sentiment seems to be growing as some traders discuss shorting opportunities and question the company's long-term prospects given its leveraged position in Bitcoin. Others remain bullish, citing oversold conditions and potential for a rebound.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is trending amid volatile crypto markets and a recent downturn, leading to heightened community discussion around unrealized losses and potential bottom prices. Investors are closely watching for a potential announcement regarding staking rewards to support the stock's price, while also debating the influence of analysts like Tom Lee and market factors on BMNR's performance in relation to Ethereum.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending due to positive community sentiment fueled by strong earnings and a potential shift to a tech-forward image with a possible move to the Nasdaq. Discussions also revolve around the impact of consumer spending habits, SNAP benefits, and competition with other retailers. The stock is experiencing increased interest and mentions as a key player in the retail sector.

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What's Driving the Surge in Rare Earth Stocks

Here's what you need to know about critical materials, the latest front in the trade war.

Nuclear ETFs Soar YTD Under Trump Regime, Top 2024 Performance 

Nuclear ETFs like NLR, URA and URAN surge in 2025 as Trump's policy push, rising uranium prices and SMR deployment fuel solid gains. 

ETFs to Play the Potential $10 Trillion Nuclear Surge

Nuclear power is surging as AI-driven data centers fuel demand, with ETFs riding momentum and SMRs reshaping the sector's future.

The U.S. and UK are set to sign a deal that will bolster the deployment of new nuclear power stations, the British government said.The agreement is expected to be signed by British Prime Minister Keir Starmer and U.S. President Donald Trump during the latter’s two-day visit to the UK beginning Tuesday. Among other things, the deal will simplify the process for obtaining a license for a nuclear project, expediting the timeline from about three to four years to two years.“Together with the U.S., we’re building a golden age of nuclear that puts both countries at the forefront of global innovation and investment,” Starmer said in a statement.Among major tie-ups, U.S.-based X-Energy and Britain’s Centrica are planning to build up to 12 advanced modular reactors in Hartlepool, in the northeast of England. The companies projected that the Hartlepool project will generate enough power for up to 1.5 million homes and deliver an economic value of at least 40 billion pounds ($54.2 billion).“Together, we aim to build a fleet that will reliably deliver clean power, strengthen energy security, and grow the trans-Atlantic economy for decades to come,” J. Clay Sell, CEO of X-Energy said.Separately, U.S. firm Holtec International, France's EDF and real estate firm Tritax, plan to develop advanced data centres powered by small modular reactors at the former Cottam coal-fired power station in Nottinghamshire. Holtec estimated that the project is valued at 11 billion pounds and will create thousands of construction jobs.The U.S. and UK are also exploring a ramp-up of the production of high-assay low-enriched uranium (HALEU) to reduce their reliance on Russia. &nbsp;Bill Gates-backed TerraPower and U.S.-based engineering firm KBR also plan to conduct studies and evaluate sites in the UK for the deployment of the Natrium advanced reactor technology.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/KBR">KBR </a>was in the ‘neutral’ territory at the time of writing, while traders were bullish about the <a href="https://stocktwits.com/symbol/NLR">VanEck Uranium Nuclear Energy ETF</a>.The renewed push in nuclear comes amid a surge in global electricity demand, driven by AI data centers. In November last year, the UK and 30 other countries agreed to triple their nuclear capacity by 2050.Power equipment maker GE Vernova also welcomed the development and noted that regulatory simplification and harmonisation will help to reduce costs and speed up the construction of the “first wave of SMR plants.”Also See: <a href="https://stocktwits.com/news-articles/markets/equity/space-x-sends-northrop-grumman-s-large-cargo-ship-to-orbit-in-its-debut-flight/chwvvdqRdxE">SpaceX Sends Northrop Grumman’s Large Cargo Ship To Orbit In Its Debut Flight</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cooling towers of a nuclear power plant in Oxford, UK.

Trump, Starmer to Sign US-UK Nuclear Deal To Expedite Small Reactor Deployments

The deal will expedite the timeline for obtaining a license for a nuclear project from about three to four years to two years.

Equity

The Zacks Analyst Blog Highlights NLR, NUKZ, URA and URAN

Nuclear power is back in the spotlight, with ETFs like NLR, NUKZ, URA, and URAN surging 40-88% in the past year as global demand for clean, reliable energy grows.

Uranium & Nuclear ETF (NLR) Hits New 52-Week High

VanEck Uranium and Nuclear ETF surged 91% from its low, hitting a 52-week high as AI and clean energy fuel uranium demand.

Nuclear ETFs Up At Least 40% in the Past Year: More Gains in Store?

Demand from tech giants is boosting interest in nuclear energy, but costs remain a hurdle. ETFs like NLR, URA, URAN and NUKZ have surged 40-80% in a year.

Uranium Demand to Jump 28%: ETFs in Focus

Uranium demand could surge nearly 30% in five years, fueled by AI-driven energy needs and nuclear power's clean energy edge.

ETFs to Play on AI's Growing Momentum

NVDA's surge past a $4T market cap spotlights AI's explosive growth and the ETFs riding this tech-fueled momentum.

Investing in AI-Fueled Nuclear Resurgence

Nuclear power emerges as a potential solution for tech giants' AI energy needs.

NLR
VanEck Uranium Nuclear Energy ETF

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