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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 is trending after an administration's proposal for a much lower-than-anticipated payment rate increase for Medicare Advantage plans in 2027 sent shockwaves through the healthcare insurance sector. Investors are actively debating whether this represents an overreaction or signals fundamental margin pressures, with many speculating about political motivations influencing the timing of the announcement. This has fueled discussions on future profitability and potential impacts on coverage, leading some to buy the dip while others anticipate further declines.

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

iShares Silver Trust

SLV is experiencing extreme volatility and a parabolic price surge, fueled by speculation of a massive short squeeze and discussions around a leaked memo detailing a significant institutional short position in silver. The community is fiercely debating whether this is a "blow-off top" or the start of a historic rally, driven by strong industrial demand, central bank buying, and global currency concerns about a highly manipulated market.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is a major talking point ahead of its impending earnings report, with community sentiment sharply divided between those expecting a massive beat to propel the stock higher and others concerned about historical post-earnings declines and dilution. Despite market frustration over recent stagnation, many bulls point to significant institutional buying, including by JPMorgan Chase, and speculate on potential S&P 500 inclusion or CEO Noto's incentives as catalysts to overcome perceived short manipulation.

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 seeing renewed investor interest, primarily driven by the significant appreciation of its strategic investment in AI company Anthropic, which is now reportedly valued at billions. This development, alongside robust earnings and a substantial share repurchase program, has ignited a debate within the community regarding whether the stock is breaking out from a prolonged consolidation or merely experiencing a short-term rally.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as NVIDIA's substantial investment in CoreWeave signals robust demand and validation across the entire AI infrastructure sector. While many in the community view this as extremely bullish for NBIS's long-term potential, some traders express frustration over its short-term volatility and perceived underperformance compared to peers.

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 NVIDIA's significant $2 billion strategic investment to accelerate the buildout of AI data centers, seen by many as a powerful validation of its role in the burgeoning AI infrastructure sector. This aims to accelerate CoreWeave's AI factory buildout to 5GW by 2030, a move bulls hail as essential for future AI infrastructure growth, though skeptics question the true nature of the funding given CoreWeave's debt and recent insider selling.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending following a notable cloud contract win for AWS and high-profile investor disclosures, sparking renewed debate among the community. Many anticipate a significant rally, highlighting its in-house AI advancements and ongoing efficiency measures as key growth drivers. However, others express frustration over the stock's recent consolidation, weighing its long-term potential against broader market dynamics and shifting economic conditions.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending following its significant acquisition of SkyWater Technology, a strategic move aimed at vertically integrating its quantum chipmaking capabilities. This deal, intended to accelerate its technology roadmap and secure a domestic supply chain, has sparked discussions among investors regarding potential dilution alongside optimism for its long-term positioning as a full-stack quantum leader with national security implications.

Achieve Life Sciences, Inc. is a clinical-stage pharmaceutical company, which engages in the development and commercialization of cytisinicline for smoking cessation. Its products includes cytisine, a plant-based alkaloid with a binding affinity to the nicotinic acetylcholine receptor. The company was founded in October 1991 and is headquartered in Vancouver, Canada.

Achieve Life Sciences Inc.

Achieve Life Sciences is trending due to significant regulatory developments, including its cytisinicline receiving a rare FDA National Priority Voucher for vaping cessation and the FDA's acceptance of its New Drug Application for smoking cessation. The community is buzzing with anticipation over the drug's potential as the first new therapy in years for these widespread addictions, fueling discussions about expedited approval timelines, M&A prospects, and the company's strategic positioning within a robust biotech acquisition market.

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 discussed ahead of its Q4 earnings report, with community sentiment divided between expectations of strong delivery numbers and positive 2026 guidance, and concerns about potential profit-taking after its recent rally. Investors are keenly watching for updates on production rates, new orders like the recent Delta Dreamliner purchase, and free cash flow generation to confirm its turnaround story amidst its aerospace recovery narrative.

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$IRDM  Look who’s waking up after a quiet period. Buyers are stepping back in and price is lifting. This is starting to get interesting 🔥.

Matt Belanger

StockTwits Web

Iridium Communications Inc

  Look who’s waking up after a quiet period. Buyers are stepping back in and price is lifting. This is starting to get interesting 🔥.