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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending due to the imminent launch of its BlueBird 6 satellite and the recent shipment of BlueBird 7 to Cape Canaveral, signaling the start of an accelerated deployment cadence. The community is highly bullish, anticipating significant price movements as the company executes its plan to deliver space-based cellular broadband directly to smartphones, with many touting its unique technology and lack of direct competition.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending due to a recently announced $32.6 million contract with the U.S. Department of War for advanced manufacturing in defense programs, solidifying its role in critical national security supply chains. The community is actively discussing the potential for substantial growth driven by its unique technology for complex metal parts, although some express caution regarding a private placement and trading restrictions.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending with significant upward momentum, largely driven by a recent analyst upgrade and high anticipation surrounding a potential NASA Lunar Terrain Vehicle (LTV) contract award. The community is actively discussing the stock's short-squeeze potential and strategic acquisitions, weighing these against concerns about historical volatility and recent insider share filings. This intensified interest reflects a broader bullish sentiment for the space sector, positioning LUNR as a key player in lunar exploration initiatives.

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 a major topic of conversation as political rhetoric intensifies around healthcare costs, with recent comments from a prominent political figure about forcing insurers to cut prices creating significant investor apprehension. The community is sharply divided, with some fearing substantial impacts on profitability and potential stock declines, while others argue UNH is fundamentally strong, undervalued, and unlikely to be significantly affected by political posturing or the expiring ACA subsidies given its diversified business model. This ongoing debate highlights the broader context of evolving healthcare policy and its perceived influence on the sector.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is experiencing significant bullish momentum driven by key regulatory advancements, including the NOAA's recent confirmation of compliance for its deep seabed mining exploration applications. The community views this as a major de-risking event, signaling strong governmental validation for critical mineral extraction and fueling anticipation for further permits and potential short squeeze catalysts. Investors are keenly focused on these developments as they could reshape the US's critical mineral supply chain and attract substantial institutional interest.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is experiencing significant bullish momentum after securing its largest-ever defense contract from the U.S. Space Development Agency to build missile-tracking satellites, alongside achieving a record 21 successful Electron rocket launches. The community is actively discussing the company's strategic evolution into a vertically integrated space prime contractor, a move that is reshaping its role within the rapidly expanding space economy and generating strong long-term confidence.

Hycroft Mining Holding Corp. engages in the exploration, mining, and development of gold and silver properties. The company was founded on August 28, 2017 and is headquartered in Winnemucca, NV.

Hycroft Mining Holding Corporation - Ordinary Shares - Class A

Hycroft Mining is seeing immense trading volume and bullish sentiment after announcing it is now debt-free, coupled with continued significant insider buying from a prominent precious metals investor. The community is actively discussing its substantial gold and silver reserves and speculating on considerable long-term upside potential, especially amid rising precious metals prices and a strengthened balance sheet.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as it intensifies its bid to acquire Warner Bros. Discovery, solidifying its all-cash offer with a personal guarantee from Larry Ellison to address financing concerns. The community is widely discussing the perceived superiority and certainty of PSKY's revised proposal over a competing cash-and-stock deal, despite initial recommendations from the WBD board. This high-stakes battle is seen as a pivotal moment in media sector consolidation, with regulatory implications also driving conversation.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is trending as gold prices continue to challenge and set new all-time highs, fueled by mounting global economic uncertainties and escalating geopolitical tensions. Community discussion highlights strong safe-haven demand, with many viewing gold's robust performance as a direct response to a weakening economy, central bank buying, and potential shifts in monetary policy. Traders are actively debating continuation patterns and historical "Santa rally" bullishness, while also noting the broader context of a deepening global debt crisis and a shift away from traditional fiat assets.

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

iShares Silver Trust

iShares Silver Trust (SLV) is experiencing a powerful rally, with spot silver prices hitting new all-time highs and sparking widespread community discussion about a potential "silver squeeze." Investors are pointing to surging industrial demand from innovations like EV batteries and anticipated export restrictions from key suppliers as primary drivers. The prevailing sentiment is highly bullish, with many seeing this as a significant price discovery moment for the metal against historical suppression.

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NVIDIA Corp

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Prediction: This Will Be the World's Largest Company by Year-End 2026 (Hint: It's Not Nvidia)

Key PointsAlphabet has a comprehensive AI stack, owning nearly every component of the AI ecosystem...

Insider Action: Multimillion-dollar sell-offs across major U.S. companies

CNBC's Frank Holland tracks insider selling confirmed by SEC filings, with major sales at Las Vegas Sands, Roivant Sciences, Nvidia, and Viasat, as executives and board members unload millions in...

<ul class="summary-bullets"><li>Nvidia is said to have informed its Chinese clients that the company plans to add new chip production capacity.</li><li>This added capacity would be geared toward fulfilling orders in the second quarter of 2026.</li><li>Initial orders of H200 AI chips will be fulfilled using Nvidia’s existing stock, but the report flagged uncertainty as the Chinese government has yet to approve any purchases.</li></ul>Nvidia Corp. (NVDA) has reportedly informed its customers in China that it plans to resume shipments of its H200 AI chips to the country by mid-February next year.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/nvidia-aims-begin-h200-chip-shipments-china-by-mid-february-sources-say-2025-12-22">report</a> citing sources familiar with the matter, Nvidia aims to ship up to 10,000 chip modules, which are equivalent to about 80,000 H200 AI chips.This comes days after the Trump administration&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/us-launches-review-advanced-nvidia-ai-chip-sales-china-sources-say-2025-12-19/">reportedly</a> launched a review of its policy on shipments of Nvidia’s advanced AI chips to China.<a href="https://stocktwits.com/symbol/RKLB">Nvidia shares</a> were up nearly 2% in Monday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">New Capacity Addition Planned</h2>The report added that Nvidia has informed its Chinese clients that the company plans to add new chip production capacity. This added capacity would be geared toward fulfilling orders in the second quarter (Q2) of 2026.Initial orders of H200 AI chips will be fulfilled using Nvidia’s existing stock. Still, the report flagged uncertainty as the Chinese government has yet to approve any purchases. “The whole plan is contingent on government approval. Nothing is certain until we get the official go-ahead,” a source said, according to the report.<h2 class="st-heading-2">Trump’s Approval</h2>President Donald Trump had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-greenlights-shipping-nvidia-h200-chips-to-china/cLIpcS9REmC">approved</a> shipments of Nvidia H200 chips to China earlier this month, but stated that a 25% fee was to be paid to the U.S. government.“We will protect National Security, create American Jobs, and keep America’s lead in AI. NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal,” Trump said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115686072737425841">post</a> on Truth Social.However, the fee is higher than the 15% rate proposed in August for Nvidia and Advanced Micro Devices Inc.’s (AMD) chip exports to China. While President Trump suggested in August that he would allow exports of a scaled-down version of AI chips to China, trade talks were still ongoing between the U.S. and Chinese governments.President Trump announced a deal with China in November and approved chip exports to the country a month later.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is up 35% year-to-date and 39% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-pre-market-launch-for-iqps-stifel-hikes-price-target/cLeFQ8OREtu">RKLB Stock Gains Pre-Market After Company Caps 2025 With Record 21 Rocket Launches – Stifel Hikes Price Target</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the NVIDIA logo is displayed on a smartphone with national flag of USA and China in the background.

Nvidia May Resume H200 AI Chip Exports To China In February, Days After Trump Administration Begins Policy Review: Report

Nvidia aims to ship up to 10,000 chip modules, which are equivalent to about 80,000 H200 AI chips.

Equity

Wedmont Private Capital Grows Stake in NVIDIA Corporation $NVDA

Wedmont Private Capital raised its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.6% in the third quarter, according to the company in its most recent disclosure with the Securities...

<ul class="summary-bullets"><li>Ives said that recent channel checks indicate that demand for advanced AI processors significantly exceeds available supply.</li><li>Despite the rapid rise in AI-related spending, Ives emphasized that adoption across U.S. businesses remains limited.</li><li>Ives expects technology stocks to rise 20% to 25% in 2026.&nbsp;</li></ul>Dan Ives, managing director at Wedbush Securities, addressed the debate over AI-related stock prices on Monday, saying current demand trends strongly favor continued upside.Speaking to CNBC, Ives said&nbsp;investors are undervaluing the pace of future expansion tied to AI.&nbsp;<h2 class="st-heading-2">Early Stages Of AI Adoption</h2>Ives noted that consensus forecasts on Wall Street do not fully reflect the earnings impact expected over the next several years, particularly through 2026.<blockquote>“Street nos are underestimating by 15% to 20% when it comes to 2026.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities</blockquote>Ives said that recent channel checks indicate that demand for advanced AI processors significantly exceeds available supply, citing products from Nvidia Corp. (NVDA) as an example.&nbsp;“The reality is all our checks are showing demand to supply is 12 to 1,” Ives added.&nbsp;According to his assessment, interest from customers seeking AI infrastructure remains far greater than the industry’s ability to deliver chips, creating sustained pricing power and long-term revenue visibility.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> traded over 1% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Minimal AI Exposure&nbsp;</h2>In early December, Ives&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-ai-demand-spreading-to-other-key-areas-of-tech-will-be-key-theme-in-2026/cLIXAK3RE1h">noted&nbsp;</a>that strong earnings from MongoDB (MDB), Marvell Technology (MRVL), and CrowdStrike (CRWD) reflect a broader tech trend driven by AI adoption. He also added that AI demand is spreading beyond early users and starting to impact many parts of the tech industry.Despite the rapid rise in AI-related spending, Ives emphasized that adoption across U.S. businesses remains limited. He estimates that only a small fraction of domestic companies have meaningfully implemented artificial intelligence solutions so far, suggesting that the addressable market is still in its infancy rather than nearing saturation.Ives added that technology stocks are expected to rise 20% to 25% in 2026.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-stock-slide-could-reportedly-be-an-ai-opportunity-for-investors-says-wells-fargo/cLeFiP5REME">Oracle Stock Slide Could Reportedly Be An AI Opportunity For Investors, Says Wells Fargo</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.

Dan Ives Says AI Valuations Do Not Capture 2026 Earnings Potential Yet 

Speaking to CNBC, Ives said investors are undervaluing the pace of future AI-driven expansion. 

Nvidia and Palantir Stock: One Is Set to Rise and the Other to Fall in 2026

Key PointsNvidia's hardware has been widely used in the AI buildout...

NVIDIA Corporation $NVDA Position Boosted by Osprey Private Wealth LLC

Osprey Private Wealth LLC boosted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 33.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The...

NVIDIA Corporation $NVDA Shares Sold by Legacy Private Trust Co.

Legacy Private Trust Co. reduced its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent filing with the Securities...

Towerpoint Wealth LLC Has $3.98 Million Stake in NVIDIA Corporation $NVDA

Towerpoint Wealth LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 19.9% during the third quarter, according to its most recent filing with the Securities...

RDA Financial Network Has $16.67 Million Stock Holdings in NVIDIA Corporation $NVDA

RDA Financial Network lessened its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.8% during the third quarter, according to its most recent filing with the Securities...

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 plans to ship 40,000-80,000 H200 AI chips to China before mid-February, signaling a significant shift in U.S. policy.

Traders are predicting strong price action, eyeing targets like $190-$200+ and a potential Santa Claus rally into the new year.

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