Chime IPO Preview, $VRNA Investment Case, $UNH Insider Buys, $CRWE’s Nvidia Boost, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Chime ($CHYM) IPO: Everything You Need to Know
- Buckley Capital: Verona Pharma ($VRNA) Investment Case
- Insider Buys at UnitedHealth ($UNH)
- Trending Tickers: $CRWE Up on Nvidia Bet, $QBTS Launches New System, $REGN Acquires 23andMe
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Chime ($CHYM) IPO: Everything You Need to Know
Chime Financial, a U.S.-based fintech offering mobile-based, fee-free banking services, has filed to go public on the Nasdaq under the ticker $CHYM. The company’s S-1 filing outlines its financial performance, business model, and growth strategy, including efforts to expand its product suite and increase revenue per user. Chime reported $1.67 billion in revenue for 2024 and turned a profit in Q1 2025 after years of losses. It currently serves 8.6 million active users, most of whom use it as a primary spending account. As Chime prepares for one of the most anticipated fintech listings in recent years, the full filing raises important questions about its profitability path, competitive positioning, and regulatory exposure. Here’s a closer look at what investors should know.
Buckley Capital: Verona Pharma ($VRNA) Investment Case
In Buckley Capital’s Q1 2025 letter, the fund reports a -0.5% quarterly return, outperforming both Russell 2000 indices amid market volatility triggered by Trump’s tariff announcements. Portfolio Manager Zack Buckley highlights key investments insulated from economic uncertainty: Dentalcorp (Canadian dental consolidator), Basic Fit (European gym operator), Verona Pharma (COPD treatment), and Liquidia (PAH therapy). Despite short-term turbulence, Buckley remains optimistic, noting that periods of volatility historically present the best opportunities for value investors, and projects continued double-digit outperformance versus benchmarks over the next decade. Read the full article here.
Insider Buys at UnitedHealth ($UNH)
UnitedHealth has faced intense pressure recently following fraud allegations, disappointing quarterly results, and the abrupt departure of its CEO. The stock is now down more than 50% from its all-time high last year. While many investors have been offloading shares, recent insider activity suggests a different sentiment internally. According to InsiderEdge data, five insiders have purchased UNH stock—most notably the new CEO, Stephen J. Hemsley, who acquired 86,700 shares at $288.57 per share, totaling $25.02 million. This increased his holdings by 14.6%. These insider purchases come at a time when the company is navigating multiple uncertainties and investor sentiment remains fragile. Whether this signals a turning point or not, it’s a development worth watching. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $CRWE Up on Nvidia Bet, $QBTS Launches New System, $REGN Acquires 23andMe
This week, several companies drew attention through major announcements and strategic shifts. Here’s a breakdown:
- CoreWeave ($CRWE): Nvidia disclosed a $896 million stake in CoreWeave, making it the largest holding in its investment portfolio. CoreWeave, which recently went public, reported significant revenue growth and is closely aligned with Nvidia’s AI infrastructure push.
- D-Wave ($QBTS): D-Wave launched its new Advantage2 quantum system, featuring over 4,400 qubits and major performance improvements. The company is positioning the system for real-world problem solving across logistics, AI, and national security applications, with increasing customer adoption through its cloud platform.
- Regeneron ($REGN): Regeneron announced it will acquire most of 23andMe’s assets in a $256 million bankruptcy auction deal. The acquisition aligns with Regeneron’s genetics-driven R&D strategy and will preserve 23andMe’s consumer services while integrating its data capabilities into broader drug discovery efforts.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
