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Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, Tradipitant, Trichostatin, and AQW051. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending after receiving FDA approval for BYSANTI (milsaperidone) to treat bipolar I disorder and schizophrenia, a new chemical entity with patent protection until 2044. The community is highly bullish, anticipating a significant re-rating, a potential short squeeze, and buyout speculation, with conversations also noting the long-term blockbuster potential of its Tradipitant pipeline.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending due to a broad cybersecurity sector sell-off, following Anthropic's launch of Claude Code Security, an AI tool for vulnerability management. While some fear AI disruption will compress valuations, many in the community contend the reaction is an overblown misunderstanding, arguing Claude's code scanning does not directly compete with Crowdstrike's core enterprise endpoint and cloud protection.

JFrog Ltd. engages in the provision of an end-to-end, hybrid, universal development operations platform that powers and controls the software supply chain, which enables organizations to continuously and securely deliver software updates across any system. It operates through the following geographical segments: United States, Israel, India, and Rest of World. The firm is also involved in creating software delivered without friction from developer to device. The company was founded by Frederic Simon, Shlomi Ben Haim, and Yoav Landman in 2008 and is headquartered in Sunnyvale, CA.

JFrog Ltd

JFrog (FROG) is trending after a sharp sell-off, impacting the broader cybersecurity sector, following Anthropic's release of Claude Code Security; however, the community widely questions if the market's reaction is an overdone misinterpretation of FROG's core software supply chain security value.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is trending as the cybersecurity sector grapples with the perceived disruptive potential of new AI security tools like Anthropic's Claude, sparking a polarized community debate between fears of replacement and strong arguments that ZS's zero-trust and cloud security platforms are essential and will be enhanced by AI, driving significant volatility.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings (ANPA) is experiencing extreme volatility following its acquisition of TikTok icon Khaby Lame's core company in a substantial share deal and a private placement, igniting a heated community debate over its high valuation, low float, and potential for a massive short squeeze akin to other "Hong Kong" runners.

Akamai Technologies, Inc. engages in the provision of cloud services for delivering, optimizing, and securing content and business applications over the Internet. Its products include security, web performance, media delivery, and network operator. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

Akamai Technologies is trending after its latest earnings report, where a Q4 beat was overshadowed by higher capital expenditure projections for 2026 and a softer near-term earnings outlook, leading to community debate about whether these investments position the company for significant AI and cloud infrastructure growth or highlight challenges in the competitive edge computing and cybersecurity sectors.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owl Capital is trending amidst a polarized market narrative: the firm is making significant inroads with major AI data center financings alongside Meta and Qatar, yet community discussion is dominated by concerns over reports of failed project funding for CoreWeave and changes to redemption policies for a retail fund, sparking broader apprehension about private credit liquidity.

Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman in 2011 and is headquartered in New York, NY.

Braze Inc - Ordinary Shares - Class A

Braze Inc

Braze Inc. is seeing significant community discussion following a strong Q2 earnings beat and raised full-year guidance, with investors debating its 'undervalued' status and strong cash position amidst the broader volatility in the software sector.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of innovative therapeutic candidates for the treatment of cardiovascular, metabolic, and liver diseases. Its lead product, MGL-3196, is used for the treatment of non-alcoholic steatohepatitis and familial hypercholesterolemia. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

Madrigal Pharmaceuticals is trending amidst a community debate following its latest earnings report, which showed robust revenue growth driven by its leading MASH drug, Rezdiffra, but also a wider loss due to significantly increased operating expenses. Investors are weighing the drug's strong market penetration and long-term potential against management's spending and the lack of a clear timeline for profitability in the rapidly expanding MASH sector.

LyondellBasell Industries NV engages in the refinery and production of plastic resins and other chemicals. It operates through the following segments: Olefins and Polyolefins-Americas; Olefins and Polyolefins-Europe, Asia, International; Intermediates and Derivatives; Advanced Polymer Solutions; Refining; and Technology. The Olefins and Polyolefins-Americas segment produces and markets olefins and co-products, polyethylene and polypropylene. The Olefins and Polyolefins-Europe, Asia, International segment also offers olefins and polyolefins. The Intermediates and Derivatives segment includes propylene oxide and its derivatives; oxyfuels and related products; and intermediate chemicals. The Advanced Polymer Solutions segment produces and markets compounding and solutions, such as polypropylene compounds, engineered plastics, masterbatches, colors and powders, engineered composites, and advanced polymers. The Refining segment refines heavy, high-sulfur crude oil and other crude oils of varied types and sources. The Technology segment develops chemical and polyolefin process technologies and manufactures and sells polyolefin catalysts. The company was founded in December 2007 and is headquartered in London, the United Kingdom.

LyondellBasell Industries NV - Ordinary Shares - Class A

LyondellBasell (LYB) is primarily trending due to a significant dividend cut, reported by some as a 50% reduction, which has left many income-focused investors exiting their positions. While anticipated by some due to persistent challenges in the chemicals sector and declining free cash flow, the stock's surprising resilience in the face of the cut is a key point of community discussion amid broader concerns about industry oversupply and weak sentiment.

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CMTSU Liquidation, Inc. engages in the development of system integrations. It offers discrete manufacturing, financial services, process manufacturing, application development, business intelligence, customer engagement, human capital management, managed services, labor transformation, quality assurance & testing, supply chain and cloud services. The company was founded by Bobby G. Stevenson in 1974 and is headquartered in Denver, CO.

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