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Volume Surge + The Stock Everyone's Ignoring
Hi everyone—welcome back to Retail Edge. While Tom’s shoveling snow in New York and Michelle’s in Chicago doing the “two-feet-of-snow is normal” routine, the market is heating up in one place: StockTwits message volume.
Here’s what’s driving the retail conversation this week:
Top 5 tickers retail can’t stop talking about: IBRX, SPY, SLS, INTC, and SLV
Silver mania: record trading volumes, massive spikes in activity, and sentiment getting extremely one-sided
Most Newly Followed: USA Rare Earth (USAR) surges as a national security, vertically-integrated rare earth supply chain story catches fire
Message Volume Breakout: Namib Minerals (NAMM) goes from delisting risk to “green energy option” talk with copper/cobalt permits
Meme of the Week: Brand Engagement Networks (BNAI) after an absurd move from $1.20 to the $80s on tiny-float dynamics and an early licensing deal
Hidden Gem: Zoom (ZM) gets an AI “hidden asset” re-rating angle via its Anthropic stake, plus a big technical level breakout
Pros vs Joes: retail steps into battered health insurers on valuation and long-term demand, while Wall Street stays stuck on policy risk
Reversal Watch: SLV sentiment is extreme—huge range, huge volume, everyone glued to it
Contrarian Call: Newegg (NEGG) is back on watch as low float, a big holder, and improving fundamentals keep retail interested
If you’re not posting a silver chart or a silver bar JPEG right now… do you even trade?
Chapters:
00:12 Snow check: Michelle + Tom digging out and digging into charts
00:55 What’s heating up on StockTwits: the Top 5 tickers
01:00 IBRX: FDA news sparks biotech chatter
01:16 SPY: macro tape still matters (tariffs/Greenland/Fed)
01:30 SLS: the biotech that “might as well sponsor the pod”
01:43 INTC: earnings debate + gov backstop + Nvidia collaboration chatter
02:11 SLV: record volumes, gold 5K, silver 110, and activity up 200x
03:08 Most Newly Followed: USAR rare earth surge + national security angle
04:35 Message Volume Breakout: NAMM microcap metals run + green energy permits
06:35 Meme of the Week: BNAI goes $1.20 to the $80s and why
09:28 Hidden Gem: Zoom’s Anthropic stake + technical breakout
11:55 Pros vs Joes: retail buys the health insurer dip
13:59 Reversal Watch: SLV sentiment at extreme levels
17:59 Contrarian Call: Newegg, low float dynamics, and retail interest
20:16 Wrap: picks, shovels, and staying safe in chaos
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
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By StocktwitsHi everyone—welcome back to Retail Edge. While Tom’s shoveling snow in New York and Michelle’s in Chicago doing the “two-feet-of-snow is normal” routine, the market is heating up in one place: StockTwits message volume.
Here’s what’s driving the retail conversation this week:
Top 5 tickers retail can’t stop talking about: IBRX, SPY, SLS, INTC, and SLV
Silver mania: record trading volumes, massive spikes in activity, and sentiment getting extremely one-sided
Most Newly Followed: USA Rare Earth (USAR) surges as a national security, vertically-integrated rare earth supply chain story catches fire
Message Volume Breakout: Namib Minerals (NAMM) goes from delisting risk to “green energy option” talk with copper/cobalt permits
Meme of the Week: Brand Engagement Networks (BNAI) after an absurd move from $1.20 to the $80s on tiny-float dynamics and an early licensing deal
Hidden Gem: Zoom (ZM) gets an AI “hidden asset” re-rating angle via its Anthropic stake, plus a big technical level breakout
Pros vs Joes: retail steps into battered health insurers on valuation and long-term demand, while Wall Street stays stuck on policy risk
Reversal Watch: SLV sentiment is extreme—huge range, huge volume, everyone glued to it
Contrarian Call: Newegg (NEGG) is back on watch as low float, a big holder, and improving fundamentals keep retail interested
If you’re not posting a silver chart or a silver bar JPEG right now… do you even trade?
Chapters:
00:12 Snow check: Michelle + Tom digging out and digging into charts
00:55 What’s heating up on StockTwits: the Top 5 tickers
01:00 IBRX: FDA news sparks biotech chatter
01:16 SPY: macro tape still matters (tariffs/Greenland/Fed)
01:30 SLS: the biotech that “might as well sponsor the pod”
01:43 INTC: earnings debate + gov backstop + Nvidia collaboration chatter
02:11 SLV: record volumes, gold 5K, silver 110, and activity up 200x
03:08 Most Newly Followed: USAR rare earth surge + national security angle
04:35 Message Volume Breakout: NAMM microcap metals run + green energy permits
06:35 Meme of the Week: BNAI goes $1.20 to the $80s and why
09:28 Hidden Gem: Zoom’s Anthropic stake + technical breakout
11:55 Pros vs Joes: retail buys the health insurer dip
13:59 Reversal Watch: SLV sentiment at extreme levels
17:59 Contrarian Call: Newegg, low float dynamics, and retail interest
20:16 Wrap: picks, shovels, and staying safe in chaos
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/