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SPY is trending as market participants keenly react to Trump's State of the Union address, with community discussion intensely focused on how the speech's rhetoric, covering economic policy, tariffs, and national sentiment, will impact overall market direction and futures activity.

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 due to widespread anticipation and highly polarized reactions to Donald Trump's State of the Union address, with community discussions fiercely debating his economic claims, controversial allegations, and potential market impact.

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 is actively trending following a compelling presentation by Dr. Patrick Soon-Shiong on its 'chemo-free' cancer treatment, Anktiva, fueling community optimism and strong short squeeze speculation. Investors are also closely watching for any potential mention of cancer breakthroughs during the State of the Union address, amplifying conversation around the stock's significant upward momentum.

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 due to intensified political and regulatory scrutiny on the healthcare sector, including a new bill introduced by senators to break up conglomerates and anticipated negative comments from a former president, sparking a polarized community debate between bearish sentiment and those identifying a long-term buying opportunity.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is intensely discussed, primarily driven by heightened anticipation for pivotal Nvidia earnings, which is fueling broad tech sentiment, while also reacting to political discourse, including tariff discussions from the State of the Union address, leading to mixed community views on its immediate trajectory.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as recent political commentary underscores the critical need for data centers to secure their own power, a significant bullish catalyst for the company given its extensive renewable energy infrastructure and strategic pivot to AI/HPC. The community is actively discussing high short interest and upcoming earnings, fueling speculation of a potential squeeze.

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 due to its recent Q4 earnings beat and a rally in shares, driven by increased trading volume, with the community actively debating its high valuation multiples compared to Chipotle against its strong revenue growth, expansion plans, and perceived superior menu offerings.

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 is trending with intense anticipation surrounding its upcoming earnings report, seen as a pivotal indicator for the broader AI and semiconductor market amid increasing competition. Community discussion is highly polarized, debating whether strong results will drive a significant rally or trigger a 'sell the news' event, with many also observing perceived market manipulation influencing its near-term price.

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 due to strong anticipation of a significant power plant contract with Applied Digital for AI data centers, a deal that the community believes is imminent and transformative, positioning BW as a crucial "power now" solution for the rapidly expanding sector.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending following its 18th consecutive earnings beat and raise, reporting strong revenue growth and guiding towards positive GAAP net income for the full year. Despite mixed sentiment on post-earnings price action, the community is debating its deeply undervalued status and market share gains within the AI-powered marketing cloud sector.

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Tamron Co., Ltd. engages in the manufacture and sale of precision optical equipment. It operates through the following segments: Photographic Products, Surveillance & FA, Mobility & Healthcare and Other Businesses. The Photographic Products segment manufactures and sells interchangeable lenses for single-lens reflex (SLR) cameras. The Surveillance & FA-related business manufactures and sells lenses for surveillance cameras, FA/machine vision lenses, and video conferencing lenses. The Mobility & Healthcare and Other Businesses manufactures and sells lenses for in-car cameras, video cameras, digital cameras, medical lenses, and various optical device parts. The company was founded by Takeyuki Arai on November 1, 1950 and is headquartered in Saitama, Japan.

Tamron Co. Ltd.

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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