To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

RT Dr. Harri (@Harri_obi)Breakpoint 2025 in Abu Dhabi - UAE, marked my second Breakpoint since I started building on Solana about two and a half years ago.Two and a half years ago, it was unpopular to build on Solana. The ecosystem was still shaking off skepticism, and many builders chose safer, more established chains. Today, Solana has the strongest builder ecosystem in the industry, is the most actively used chain, and now dominates all the major and important onchain metrics, from transaction volume to ...

“Iran is at an inflection point,” warns @vali_nasr. In a guest essay, the academic contends that the country’s “rulers dismiss talk of defeat, but they are facing a reckoning at home” https://t.co/qLH5h2SP3a ...

still underperforming the broader market. However, the chart master says that energy may be reaching an inflection point and it could be higher from here. Carter Worth looking at the charts on energy now.>> Sure. Let's get right to it. So, I've got five identical charts.The first, as is always the case, has nothing on it. Now, let's put some things on it. The next uh shows uh converging trend lines.Uh we reached a point where something is likely to happen. My judgment is up. Uh but let's take it back a litt ...

Core Insights - The article discusses the investment potential of TRIP, highlighting a beneficial long position in its shares, indicating confidence in the company's future performance [1]. Company Analysis - TRIP has shown resilience in its market position, suggesting a favorable outlook for investors [1]. - The analysis emphasizes the importance of conducting thorough research before making investment decisions related to TRIP [2]. Industry Context - The broader industry trends impacting TRIP are not explicitly detailed in the provided content, but the mention of investment risks implies a dynamic market environment [2].

Market Sentiment & Investment Thesis - Investors are showing increased interest in UnitedHealth Group (UNH), potentially signaling a bottoming out of the healthcare sector, which is currently lagging, down approximately 3% year-to-date [1][2] - Major investors like Appaloosa, Berkshire, and Michael Burry are taking long-term positions in UNH, suggesting confidence in the company's fundamentals rather than a short-term bounce [3][4][7] - The return of former CEO Steve Helmsley, who built Optum, is viewed positively, indicating potential for a turnaround [5] - The investment thesis is based on the belief that UnitedHealth Group, as a bellwether in healthcare services, needs to perform well for the entire sector to thrive [6] Company Fundamentals & Strategy - UnitedHealth Group possesses the necessary assets to succeed in a value-based care environment [3][10] - The company is focused on repricing premiums to align with current utilization trends, which have been high in the last 18 months [11][12][13] - UnitedHealth Group has already priced for 2026, taking into account the high utilization trends observed [13] Regulatory Environment & Financial Outlook - A price increase for Medicare Advantage in 2026 from CMS (Centers for Medicare & Medicaid Services) is a positive development [9] - CMS's focus on value-based care programs is expected to benefit companies like UnitedHealth Group [10] - Analyst's price target for UnitedHealth Group is $310 [13] - The company's historical trading multiple has been close to or even at a premium to the market multiple, suggesting potential for multiple expansion [14][15]

Core Viewpoint - D-Wave Quantum Inc. has experienced significant stock price increases, with a nearly 26% rise over a five-day period in mid-July 2025, following a previous period of horizontal trading [1][2]. Group 1: Stock Performance - D-Wave's shares have tripled in value over the last six months, outperforming rivals like Quantum Computing Inc. and IonQ Inc., which only saw about 10% increases during the same timeframe [1]. - The company recorded a 12% increase in share price in a single day, indicating strong market interest [1]. Group 2: Technological Achievements - D-Wave achieved quantum supremacy earlier this year, a significant milestone that has contributed to investor optimism [2][3]. - Competitor Rigetti Computing also made headlines by halving its median two-qubit gate error rate, which led to a 40% increase in its shares [2]. Group 3: Financial Performance - D-Wave's revenue for the latest quarter was $15 million, exceeding analyst expectations, but the company remains dependent on large purchases from institutions and governments [4]. - The company reported its smallest quarterly losses since going public, supported by a strong balance sheet bolstered by a recent $400 million ATM offering, bringing reserves close to $1 billion [5]. Group 4: Market Sentiment - There is a prevailing sentiment among investors that quantum computing firms are nearing a technological breakthrough, with NVIDIA's CEO suggesting the field may be at an "inflection point" [7]. - The surge in D-Wave's stock was also fueled by increased options trading, with over 201,000 call options purchased in a single day, indicating bullish sentiment among investors [8]. Group 5: Analyst Ratings - Analysts are optimistic about D-Wave's potential, with eight Buy ratings and no Holds or Sells, although the stock is currently trading 24% above the consensus price target of $14.38 [9][10]. - The company has a high price/sales ratio of over 624 and a price/book ratio of 82.0, indicating that while there is potential for future growth, current valuations are elevated [11].