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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 after the Trump administration proposed a near-flat 0.09% increase for Medicare Advantage payments in 2027, a move announced just hours before UNH's anticipated earnings report. This unexpected policy shift has ignited intense debate among investors, with many viewing it as a significant threat to future margins and further downside for healthcare insurers, while others believe the selloff is an overreaction or even a market manipulation designed to create a buying opportunity.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is currently trending as prominent investor Michael Burry has announced a new long position, emphasizing a belief in CEO Ryan Cohen's strategy to utilize the company's substantial cash reserves for long-term value rather than a short-term meme-stock play. This revelation, coupled with recent insider buying, has sparked intense community discussion and speculation about potential for significant upward momentum, with many anticipating a catalyst like a "gamma squeeze" or a return of the "Roaring Kitty" to reignite broader interest.

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 (ZM) is a major trending topic as its past strategic investments in AI, notably Anthropic, are now valued in the billions, sparking a significant breakout from its multi-year trading range. The community is actively debating whether this rally is a sustainable move driven by its AI portfolio and substantial cash position, or primarily short covering on the back of re-evaluated assets rather than core business growth.

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 heavily discussed as investors express extreme frustration over its persistent underperformance, remaining "pinned" below $30 despite other Chinese tech giants rallying significantly and recent news of substantial share buybacks. The community widely speculates on market manipulation, with many accusing market makers of actively suppressing its price to keep it from breaking out, particularly before options expiry. While some see deep value in its fundamentals, others are losing patience with the stock's inability to move.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is commanding significant market attention following substantial government investment and a private placement, strategically aimed at bolstering the domestic critical minerals supply chain. Investors are engaged in spirited debate over the stock's long-term potential and its role in reducing foreign reliance, even as the market experiences notable price volatility and discussions surrounding share dynamics.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy`s Co

Wendy's (WEN) is experiencing significant market attention driven by widespread buyout rumors, with reports of potential acquisition offers at a substantial premium. This speculation is creating a tug-of-war among investors, as bulls highlight the company's high short interest and undervaluation, including a notable dividend yield. Bears remain skeptical due to ongoing CEO search delays and recent analyst downgrades, but the heightened activity, including increased call option volume, suggests a potential for a short squeeze.

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.

Trump Media & Technology Group is trending amid intense social media discussions surrounding controversial federal immigration enforcement operations in Minnesota, which are drawing widespread community condemnation and accusations of government overreach. These events are fueling heated political debate, with critics linking the administration's actions to broader concerns over civil liberties and potential implications for entities associated with former President Trump.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is heavily trending amid an intensifying AI-driven memory supercycle and reports of a prolonged chip shortage through 2027, with high demand for its advanced memory solutions. The community is actively discussing the company's attractive valuation and leadership in high-bandwidth memory for AI, viewing recent dips as buying opportunities while some caution against extended momentum.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSI Technology is trending following news of a government-funded proof-of-concept for its Gemini-II APU in an autonomous security system, driving discussions around its potential in edge AI for defense and drone applications. While proponents highlight its low-power, compute-in-memory architecture as a disruptive alternative to GPUs, a significant portion of the community expresses skepticism, citing past performance concerns and ongoing questions about its commercial viability. The debate is intensified by anticipation for upcoming benchmark results and the company's participation in an investor conference.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF (VTI) is actively discussed as political developments and their potential impact on U.S. economic stability dominate market sentiment. While some express concern over policy uncertainty and geopolitical tensions, others highlight VTI's consistent performance and recent moves toward all-time highs. This underscores a divided community perspective on the broader market's resilience amidst current conditions.

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$INTC When valuation is cheap (like $20–35), I’m willing to bet on earnings. The downside is limited and the risk/reward is great.

But when a stock runs from $30S to $55 right before ER, most of the good news is already priced in. At that point Wall Street just needs any excuse to dump it.

That’s why I trim into strength, not gamble into hype. I’ll consider to add if I see $38-40.

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Intel Corp

 When valuation is cheap (like $20–35), I’m willing to bet on earnings. The downside is limited and the risk/reward is great.

But when a stock runs from $30S to $55 right before ER, most of the good news is already priced in. At that point Wall Street just needs any excuse to dump it.

That’s why I trim into strength, not gamble into hype. I’ll consider to add if I see $38-40.