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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 due to a significant $2 billion investment from Nvidia, aimed at accelerating its ambitious plan to build over 5 gigawatts of AI factories by 2030. This capital infusion is viewed by many as a strong validation of CoreWeave's role in the burgeoning AI infrastructure sector, deepening its strategic partnership with Nvidia, while others debate if it's a lifeline for a cash-intensive company facing dilution and high debt.

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 a recently proposed policy from the Trump administration regarding future Medicare Advantage payment rates, which are significantly less than market expectations. This has sparked a divided community discussion, with some expressing major concerns about margin compression and regulatory risks, while others view the market reaction as an overblown sell-off and a long-term buying opportunity. The broader healthcare sector faces heightened uncertainty as the company approaches its upcoming earnings report.

Cadrenal Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in developing novel therapy. It develops tecarfarin, a novel therapy with orphan drug indication, designed for the prevention of systemic thromboembolism of cardiac origin in patients with end-stage renal disease and atrial fibrillation. The company was founded by Quang X. Pham and Matthew K. Szot on January 25, 2022 and is headquartered in Ponte Vedra, FL.

Cadrenal Therapeutics Inc

Cadrenal Therapeutics, Inc.

Cadrenal Therapeutics is actively discussed following recent pipeline expansion, notably the acquisition of VLX-1005 for heparin-induced thrombocytopenia, alongside ongoing manufacturing progress for its lead candidate, tecarfarin. While some investors emphasize its potential as a "warfarin replacement" and the impact of its ultra-low float, a strong segment of the community expresses skepticism due to cash burn concerns, past dilutions, and perceived bot activity fueling its trend.

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Kendu

KENDU CRYPTO is currently trending due to its community's relentless focus on building a "permissionless brand" through tangible real-world product launches and initiatives, such as Kendu Spice on Amazon. The highly engaged community emphasizes a strong "DCA culture" and long-term conviction, believing in the project's unique vision and widespread presence across multiple blockchain platforms.

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 strongly following reports that its early investment in AI company Anthropic has soared to a multi-billion dollar valuation, sparking excitement about its strategic AI positioning. The community is split, with many viewing this as a long-awaited breakout from years of consolidation, while others remain skeptical, citing continued competition in its core video conferencing market and questioning if the business fundamentals align with the technical surge.

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 is trending amidst intense community frustration over its significant underperformance compared to Chinese tech peers, sparking widespread debate about potential price manipulation and management's perceived inaction. Despite its deep value metrics and recent share repurchases, investors are scrutinizing the effectiveness of its capital-intensive logistics network and aggressive food delivery expansion in a highly competitive market.

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

iShares Silver Trust

SLV is generating intense conversation amidst extreme volatility, with community perspectives split between a historic short squeeze and a speculative blow-off top. Immediate catalysts include a widely discussed leaked memo regarding a massive JPMorgan silver short, coupled with strong industrial demand and significant buying from Asian markets, fueling speculation for continued upward movement. However, others anticipate a sharp correction, pointing to the unsustainable nature of the rapid surge and record trading volumes.

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 due to significant market reaction following the Centers for Medicare & Medicaid Services' proposal for near-flat Medicare Advantage rates for 2027, raising concerns about future profitability for the managed care sector. Community discussion is split between those viewing the sharp dip as an overcorrection and a potential buying opportunity, and others warning of ongoing policy risks that could lead to broader industry 'repricing' amidst regulatory pressures.

Uranium Energy Corp. engages in the provision of uranium and titanium mining and related activities, including exploration, pre-extraction, extraction, and processing of uranium concentrates, and titanium minerals. It operates through the following geographical segments: Wyoming, Texas, Saskatchewan, and Others. The company was founded by Alan P. Lindsay and Amir Adnani on May 16, 2003 and is headquartered in Corpus Christi, TX.

Uranium Energy Corp

Uranium Energy Corp is surging as a rising uranium spot price and heightened institutional interest fuel robust bullish sentiment. The community points to a nuclear energy renaissance, particularly the immense power needs of AI and data centers, solidifying UEC's role as a critical domestic supplier. This confluence of factors has many expecting continued strong performance.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is highly active as investors navigate significant volatility, driven by intensified government efforts to bolster domestic rare earth supply chains. A recent funding announcement for a competitor sparked a broad sell-off across the sector, yet many in the community view MP's pullback as an attractive "buy the dip" opportunity, highlighting its critical role in national security and electric vehicle industries. Discussion points to potential market manipulation and the long-term conviction in MP's strategic positioning.

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