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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 trending due to a major strategic collaboration with Astellas to advance its PSMA-targeted PRO-XTEN T-cell engager, VIR-5500, bolstered by encouraging updated Phase 1 data demonstrating anti-tumor activity and a favorable safety profile in prostate cancer. This substantial deal is fueling community excitement and discussions about its potential to drive a short squeeze and re-rate the stock, though some investors remain cautious about historical volatility.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is a battleground after mixed earnings revealing robust subscriber and revenue growth collided with declining gross margins and escalating legal challenges concerning its compounded GLP-1s, intensifying a tug-of-war between bulls and bears amid high short interest.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is seeing intense discussion and a significant sell-off as fears escalate that AI, particularly Anthropic's Claude, will fundamentally disrupt and devalue established software businesses; however, a vocal part of the community dismisses this as exaggerated market manipulation and an irrational overreaction.

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 due to a significant stock drop, fueled by fears that Anthropic's Claude Code could disrupt its COBOL modernization and legacy consulting services. The community is debating if this is an overreaction or a legitimate AI-driven threat to Big Blue's established business model, despite IBM's existing AI initiatives and partnerships.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos is seeing strong conversation after a solid Q4 earnings report, a new GE Aerospace engine contract for combat drones, and its selection for the $1.1 billion Drone Dominance Program. The community is largely bullish on the company's expansive pipeline in autonomous and hypersonic defense systems, viewing it as a pivotal player in the evolving global security landscape.

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Kendu

KENDU Crypto is trending due to its highly active community consistently building a "permissionless brand" through various real-world product initiatives and events. Community members are actively discussing its long-term potential, encouraging accumulation during market dips, and highlighting its resilience and continuous development in challenging market conditions.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending amidst an immediate leadership change as its co-founder steps back into the CEO role to steer the company's AI transformation, intensifying community discussion on the software sector's resilience against AI disruption following its latest earnings.

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is trending following a strong Q4 earnings beat driven by global comparable sales growth and ambitious plans to expand to 50,000 restaurants by 2027, with the community actively debating if its defensive characteristics and value strategy can sustain momentum amid broader consumer spending concerns and competitor struggles.

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

Better Home & Finance Holding Co. - Ordinary Shares - Class A

Better Home & Finance Holding Co.

Better Home & Finance is drawing significant attention due to its innovative partnership with Framework Ventures to tokenize mortgages, leveraging a stablecoin ecosystem and its AI-powered Tinman platform to offer lower rates. Community discussion highlights the potential for a short squeeze driven by Framework's impending large share acquisitions and growing institutional interest, signaling a disruptive shift in the mortgage industry.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is currently trending as a highly debated AI infrastructure play, driven by its strategic acquisition of Shackleton Finance to enhance project funding and upcoming Q4 earnings. Community discussion is polarized, with some anticipating a significant re-rating due to a tightening float and institutional interest, while others express deep skepticism over a year-long price decline and management's perceived lack of transparency.

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