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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending intensely as the market anticipates whether the company will raise its bid for Warner Bros. Discovery in response to a rival offer, fueling community debate on whether pursuing the deal or walking away would best benefit the stock amidst ongoing regulatory and political scrutiny.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is trending after unveiling an ambitious 3-year expansion plan, coinciding with strong revenue growth and global approvals for its ANKTIVA cancer treatment. The community is highly bullish, anticipating a significant short squeeze and long-term valuation surge as the company aims to revolutionize oncology.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following a significant sell-off, marking its worst day in over two decades, after Anthropic's Claude Code AI announced capabilities to automate COBOL modernization, fueling fears of AI disruption to legacy services. However, much of the community is debating whether the market is overreacting, pointing to IBM's existing strategic partnership with Anthropic and its robust enterprise-grade solutions that provide security and integration beyond standalone AI tools.

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

The cybersecurity sector, including CrowdStrike, is trending amid an AI-driven re-evaluation following the release of Anthropic's Claude Code Security tool, fueling a community debate over whether AI disrupts or enhances enterprise security solutions. Investors are divided between concerns of unsustainable valuations and the belief that leading platforms like CrowdStrike's Falcon system are increasingly vital against evolving AI threats.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is surging due to a strategic collaboration with Astellas for its prostate cancer T-cell engager (VIR-5500) backed by promising Phase 1 data, an earnings beat, and an extended cash runway; however, community sentiment is split between bullish short-squeeze hopes and warnings of a typical post-news pullback.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is experiencing a dramatic sell-off, with community discussion dominated by fears that AI models pose an existential threat to its core software products, despite recent strong earnings beats and management's efforts to address these concerns.

Protara Therapeutics, Inc. is a clinical-stage company engaged in developing treatments for rare and specialty diseases with significant unmet needs. Its current development programs focus on the treatment of rare diseases in structural and connective tissues and rare hepatology, gastrointestinal, and metabolic disorders. The company was founded by Jesse Shefferman and Jacqueline Zummo in March 2006 and is headquartered in New York, NY.

Protara Therapeutics Inc

Protara Therapeutics is trending after releasing interim Phase 2 data for its TARA-002 bladder cancer treatment, which demonstrated a strong 6-month complete response rate, leading to widespread community discussion about whether the positive clinical results were initially misinterpreted following a recent capital raise. Investors are closely monitoring upcoming presentations for further clarity and potential upside.

DocuSign, Inc. engages in the provision of cloud-based electronic signature solutions, which helps companies and individuals securely collect information, automate data workflows, and sign anything. The firm automates manual and paper-based processes allowing users to manage all aspects of documented business transactions including identity management, authentication, digital signature, forms and data collection, collaboration, workflow automation, and storage. Its products include eSignature, CLM, Gen for Salesforce, Document Generation, Standards-Based Signatures, Notary and Web Forms. The company was founded by Thomas H. Gonser and Court Lorenzini in 2003 and is headquartered in San Francisco, CA.

DocuSign Inc

DocuSign is currently under significant pressure and trending lower as multiple analyst downgrades, citing concerns over AI's potential to disrupt its core business model, fuel a polarized community debate about its long-term viability versus it being an oversold value play.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is trending amid widespread community discussion following a research report suggesting advanced AI agents could disrupt traditional payment network revenue models by bypassing interchange fees. While some express concern over a paradigm shift, many investors are unfazed, highlighting the company's strong fundamentals, its own "Agent Pay" initiatives for AI-driven transactions, and the essential role of trust in payments as reasons to buy the dip.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending as investors react to its latest earnings report, which highlighted robust IBSRELA revenue growth and a patent extension until 2042, alongside significant investments in future development that led to near-breakeven profitability. This creates a community debate between long-term growth potential and immediate profits, further fueled by insider buying and ongoing acquisition rumors.

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The Gabelli Multimedia Trust is a closed-end, non-diversified management investment company whose main goal is long-term capital growth, with income being its secondary goal. The Fund looks for long-term growth prospects within two primary investment universes: businesses engaged in creative endeavors to create intellectual property rights.

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