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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune Inc. is trending as its pemvidutide drug demonstrated statistically significant improvements in liver health and antifibrotic activity, along with a favorable tolerability profile, from recent 48-week Phase 2b MASH trial data. The positive results and FDA alignment for a Phase 3 trial, set to integrate AI-assisted pathology, fuel community discussions around its "best-in-class" potential and buyout prospects, though some express concerns over the Phase 3 timeline and overall impact.

Galectin Therapeutics, Inc. is a biotechnology company, which engages in drug research and development to create new therapies for fibrotic disease, severe skin disease, and cancer. Its programs target the development of carbohydrate molecules which offers alternative options to larger market segments. The company was founded by James C. Czirr and Anatole A. Klyosov on July 10, 2000 and is headquartered in Norcross, GA.

Galectin Therapeutics Inc

Galectin Therapeutics is trending as the community eagerly awaits FDA guidance on its lead drug, Belapectin, for MASH cirrhosis, fueling widespread speculation around potential conditional approval, partnership, or buyout. Recent analyst upgrades and ongoing discussions about significant short interest are also driving conversation, with many anticipating a notable market event for this promising biotech.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike (NKE) is a major talking point after its recent earnings report, which, despite an EPS and revenue beat, presented cautious guidance with anticipated shrinking sales and margins, notably in Greater China, alongside margin pressure from tariffs. This has sparked a divided community, with many seeing the sharp stock dip as an overreaction and a prime long-term buying opportunity, while others remain concerned about market share losses to competitors and the perceived weak leadership during the earnings call.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is experiencing substantial market attention driven by recent analyst upgrades and a renewed focus on its self-driving technology advancements. The community is buzzing about the rollout of its "Universal Hands-Free" driving feature and the strategic integration of in-house AI chips, shifting the narrative beyond just EV manufacturing. This renewed optimism, fueled by the company's autonomy roadmap and anticipation for its R2 vehicle, has sparked widespread bullish discussions, with many comparing its growth potential to established EV leaders.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending due to the highly anticipated launch of its new 'Predictions' app, signaling a strategic expansion into event-based betting. The community is actively discussing its potential market impact and how recent regulatory crackdowns on competitor prediction platforms might benefit DraftKings' federally regulated approach.

Amicus Therapeutics, Inc. is a biotechnology company, which focuses on discovering, developing, and delivering medicines for people living with metabolic diseases. Its product portfolio includes first and only approved oral precision medicine for people living with Fabry disease who have amenable genetic variants, a novel, clinical-stage, treatment paradigm for Pompe disease and a rare disease gene therapy portfolio. The company was founded by John Francis Crowley on February 4, 2002 and is headquartered in Princeton, NJ.

Amicus Therapeutics Inc

Amicus Therapeutics (FOLD) is trending due to the announcement of its acquisition by BioMarin Pharmaceutical for $14.50 per share in cash. The community views this as a strategic move to bolster BioMarin's leadership in rare diseases by integrating Amicus's key commercial products like Galafold. Investors are actively discussing the implications of this acquisition and speculating on potential future buyouts within the biotech sector.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber is trending due to its announced $865 million, 10-year AI data center colocation agreement with Nscale for its NC-1 campus. The community is buzzing with speculation about a potential short squeeze and significant re-rating, given the robust demand in the AI infrastructure sector and the size of the deal. However, some investors express caution, referencing past price volatility and previous communication regarding deal timelines.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending on significant anticipation of an imminent NASA Lunar Terrain Vehicle (LTV) contract award, bolstered by a presidential executive order focused on American space superiority. The community is actively discussing the company's high short interest, expecting a squeeze, and pointing to recent analyst upgrades as further validation of LUNR's critical role in the expanding lunar economy.

BioMarin Pharmaceutical, Inc. engages in the development and commercialization of therapies for people with serious and life-threatening rare diseases and medical conditions. Its pipeline products include Valoctocogene roxaparvovec, Vosoritide, and BMN 307. The company was founded by John C. Klock, Christopher M. Starr and Grant W. Denison on March 21, 1997, and is headquartered in San Rafael, CA.

Biomarin Pharmaceutical Inc. - Registered Shares

BioMarin Pharmaceutical is actively trending due to its recent multi-billion dollar acquisition of Amicus Therapeutics, which significantly expands its rare disease portfolio with key treatments like Galafold and Pombiliti. The community is discussing how this strategic move makes BioMarin's ambitious revenue targets more tangible, aiming to accelerate growth and strengthen its financial outlook.

Carnival Corp. engages in the operation of cruise ships. It operates through the following business segments: North America and Australia (NAA) Cruise, Europe and Asia (EA) Cruise Operations, Cruise Support, and Tour and Others. The North America and Australia (NAA) Cruise segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe and Asia (EA) Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corp. - Ordinary Shares (Paired Stock)

Carnival Corp

Carnival (CCL) is actively discussed ahead of its earnings, with the community split between expectations of a significant rally driven by robust bookings and strong cruise demand, and worries about potential market manipulation. Many investors see the stock as fundamentally undervalued, pointing to improving financials and favorable macroeconomic factors like falling oil prices and interest rates. However, skepticism lingers about the stock's ability to consistently break higher despite these positive indicators.

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karlschilling

Karl Schilling