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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending after missing earnings expectations and providing a weak outlook, compounded by a leadership shakeup, which has fueled a sharp sell-off. The community is intensely debating whether the stock is now a deeply undervalued opportunity with strong cash flow and buybacks, or a "falling knife" in a highly competitive fintech landscape.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is a major topic of discussion following a trading halt and the release of its latest financial results, which included an unexpected cautious outlook for sales alongside a significant share buyback program. The community is actively debating the future, balancing concerns over revised guidance with excitement about strong initial prescription numbers for its innovative oral weight-loss pill and positive data from its next-generation diabetes treatment.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is actively trending following its strong earnings report and sharply raised outlook, driven by significant growth in its U.S. commercial AI business and positioning as a key AI infrastructure provider. Despite enthusiasm from many, community discussions highlight ongoing concerns about its high valuation metrics.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is experiencing significant selling pressure after a major price target cut by KeyBanc, intensifying community frustration over CEO Jeff Green's silence regarding a recent CFO change, leading many to question the stock's bottom while others see it as an oversold buying opportunity.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending ahead of its earnings report, with community sentiment sharply divided between those who believe the stock is deeply undervalued due to its massive user base and potential for a significant rebound, and those criticizing its leadership and profitability amidst global regulatory pressures on social media use for minors and a debated AR glasses strategy.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending as the community anticipates improved profitability due to the easing of price competition with rivals, coupled with continued rapid store expansion globally. Investors are actively discussing the company's significant undervaluation compared to industry peers and the persistent speculation surrounding its potential uplisting to a major exchange.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is a major discussion point as the ad tech sector awaits its earnings and the imminent remedies ruling in the Google antitrust trial, with many in the community believing the stock is significantly undervalued given its growing CTV partnerships and the potential for substantial market share shifts from Google's regulatory challenges.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is experiencing a surge, achieving a $1 trillion market capitalization and preparing for Nasdaq-100 index inclusion, signaling its transformation into a tech-driven retail powerhouse. The community is buzzing about strategic AI partnerships and robust e-commerce growth positioning it as a major competitor, even as discussions continue regarding its valuation.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce (CRM) is experiencing a sharp sell-off, caught in a broader software sector downturn driven by intense community debate and fears that AI advancements will disrupt traditional SaaS business models. While a recent multi-billion dollar U.S. Army contract provides some validation against the "AI killing SaaS" narrative, many investors remain panicked, contributing to its current significant decline.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Bozeman, MT.

Snowflake Inc

Snowflake is trending following a significant multi-year, $200 million partnership with OpenAI to deliver advanced AI model capabilities to enterprise customers, yet the stock is experiencing a sharp decline, leading to intense community debate on whether the broader software sector's struggles and AI competition present an oversold buying opportunity or ongoing challenges.

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$ACXP Why composition-of-matter patents are 🔑 so valuable
In pharma, patents fall into three tiers:
1️⃣ Composition-of-matter (⭐ strongest)
Protects the molecule itself — across all indications
Very difficult for competitors to design around
Gold standard Big Pharma looks for in licensing &amp; M&amp;A
👉 This patent Acurx now has in Australia.
2️⃣ Use patents
Protect use of a molecule for a specific indication
Same molecule could be used for other diseases
Weaker protection
3️⃣ Formulation / method patents
Cover dosing, formulation, or manufacturing
Easier to work around
Primarily defensive IP
What this means for Acurx
💊 Strong product protection
ACX-375C protected at the molecular level
High barrier to generic competition
🌍 Expanding global IP footprint
Granted in U.S., Japan, Israel, India, Australia
Key pharma markets, attractive to partners
🤝 Increased licensing / acquisition appeal
Phase 3-ready asset + composition-of-matter IP
= highly attractive deal profile

Brian Ericson

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Acurx Pharmaceuticals Inc

 Why composition-of-matter patents are 🔑 so valuable
In pharma, patents fall into three tiers:
1️⃣ Composition-of-matter (⭐ strongest)
Protects the molecule itself — across all indications
Very difficult for competitors to design around
Gold standard Big Pharma looks for in licensing & M&A
👉 This patent Acurx now has in Australia.
2️⃣ Use patents
Protect use of a molecule for a specific indication
Same molecule could be used for other diseases
Weaker protection
3️⃣ Formulation / method patents
Cover dosing, formulation, or manufacturing
Easier to work around
Primarily defensive IP
What this means for Acurx
💊 Strong product protection
ACX-375C protected at the molecular level
High barrier to generic competition
🌍 Expanding global IP footprint
Granted in U.S., Japan, Israel, India, Australia
Key pharma markets, attractive to partners
🤝 Increased licensing / acquisition appeal
Phase 3-ready asset + composition-of-matter IP
= highly attractive deal profile