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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 Group is trending sharply lower following reports of a proposed near-flat Medicare Advantage payment increase for 2027 by the administration, impacting the entire managed care sector. The community is actively debating whether this significant sell-off, which preceded the company's earnings release, is an overreaction or a legitimate concern about future margin pressure and potential membership changes, with some viewing it as a long-term buying opportunity.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is trending following its selection for the Missile Defense Agency's $151 billion SHIELD IDIQ contract, sparking strong community discussion around its pivotal role in emerging national defense programs like the "Golden Dome." Many are bullish on its prospects within the rapidly expanding space and defense sector, capitalizing on potential future contracts and strong institutional interest, while others express caution regarding possible share dilution.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is actively trending ahead of its anticipated Q4 earnings, with investors focused on robust commercial aircraft deliveries
as its highest in several years
and significant new orders, including surpassing Airbus in net sales for the first time since 2018. The community is debating whether a strong operational outlook and production ramp-up can extend its recent rally, while others remain cautious that positive developments might already be priced in.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit (RDDT) is seeing heavy market conversation and notable price swings following reports that YouTube is now a primary data source for AI models, alongside a recent bearish analyst sentiment on its ad business. Investor sentiment is highly polarized, with discussions ranging from concerns over stock performance and insider sales to arguments for long-term value based on its unique content for AI training and anticipation of upcoming earnings. Additionally, broader regulatory proposals in regions like Europe and Australia concerning youth social media usage are creating sector-wide uncertainty.

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, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending after a substantial investment from Nvidia to boost its AI data center capacity, reinforcing its position as a key AI infrastructure provider. The community is actively discussing this as a major validation of its growth trajectory, though concerns persist regarding its debt and the implications of this 'circular' funding model.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is trending after its Q4 2025 earnings revealed record revenue but an EPS miss, as management cited significant impacts from winter disruptions and government shutdowns on future guidance. The news has sparked a mixed community reaction, with discussions polarizing between expectations of further downside and calls to "buy the dip" based on the company's long-term growth pillars like premium offerings and loyalty.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending amid excitement for its advancements in dual-platform annealing and gate-model quantum technologies, following a significant acquisition and new defense collaborations. The community is sharply divided, with bulls touting the company's perceived leadership and future potential, while bears highlight concerns over valuation, insider selling, and dilution, often alleging market manipulation.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending due to significant speculation surrounding a potential strategic partnership or acquisition, driven by its pemvidutide asset receiving FDA Breakthrough Therapy Designation for MASH. Community discussion highlights the drug's perceived "best-in-class" profile in the competitive MASH and obesity markets, alongside the appointment of a new CEO known for navigating strategic transactions, leading many to anticipate a major deal.

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

iShares Silver Trust

SLV is seeing intense trading and wide price swings, fueled by community debate over market manipulation, strong industrial demand, and global currency shifts. Bulls are confidently buying dips, citing an epic supply shortage and de-dollarization trends, while bears anticipate a significant correction after recent parabolic moves. The ETF's volatility reflects a contentious battle between underlying physical demand and speculative trading dynamics.

Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Humana Inc.

Humana Inc

Humana is trending sharply lower as the entire managed care sector reels from a proposed near-flat Medicare Advantage payment rate for 2027, significantly below market expectations. This unexpected policy shock, compounded by recent legal challenges and analyst downgrades, has fueled community debate over whether the steep sell-off is a justified repricing of regulatory risk or an oversold buying opportunity. Investors are closely scrutinizing the long-term implications for health insurers facing tightening margins and policy uncertainty.

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Sunlink Health Systems provides healthcare investments in markets such as healthcare facilities, specialty pharmacies, and corporations. They provide retail pharmacy products and services, institutional pharmacy services, specialty pharmacy services, and durable medical equipment services.

Sunlink Health Systems Inc

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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