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Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Comcast Corp - Ordinary Shares - Class A

Comcast Corp

Comcast is currently the subject of heavy community debate between investors viewing it as an undervalued dividend machine and those worried about secular threats like broadband subscriber losses and intense competition. While bearish sentiment highlights long-term structural risks, the bull case emphasizes the company's strong cash flow, attractive dividend yield, and potential upside from the Universal theme parks and entertainment segments.

Photronics, Inc. engages in the provision of photomasks, which are quartz or glass plates containing microscopic images of electronic circuits for use in the fabrication of integrated circuits and flat-panel displays. The company was founded by Constantine S. Macricostas in 1969 and is headquartered in Brookfield, CT.

Photronics, Inc.

Photronics is gaining significant community attention as a deeply undervalued 'pure play' in the photomask market, with investors betting that its critical role in AI chip manufacturing will drive a major re-rating. While the stock has faced downward pressure following recent earnings and guidance misses, the bullish sentiment centers on its strong balance sheet, lack of debt, and its potential as an essential supplier for the expanding AI and semiconductor landscape.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending as investors weigh an upcoming earnings report and management updates against ongoing concerns about the company's post-TDAPA reimbursement outlook. The community is actively debating the potential for major contract wins with dialysis providers while maintaining a polarized sentiment over management's communication and the stock's long-term growth trajectory.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy Corp 

Centrus Energy is trending as investors react to a recent letter of intent to supply HALEU fuel to Oklo, positioning the company as a critical domestic bottleneck solution for the surging AI energy demand. While the stock has faced recent volatility, the community remains intensely focused on the long-term potential of the domestic nuclear fuel supply chain and the company's strategic moats in an era of constrained grid capacity.

Avalanche is a high throughput smart contract blockchain&nbsp;platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

Avalanche is facing significant downward pressure and extreme bearish sentiment from investors as it tests multi-year lows, leaving the community deeply divided between those calling it an oversold value opportunity and those declaring the project dead. Market participants are actively debating whether the token's disconnect from its institutional adoption and real-world utility represents a rare accumulation zone or a terminal value trap.

Fox Corp. engages in providing television production and broadcasting services. It also provides news under the brands FOX News Media, FOX Sports, FOX Entertainment and FOX Television Stations, and Tubi Media Group. It operates through the following segments: Cable Network Programming, Television, and Other and Corporate. The Cable Network Programming segment refers to the production and licensing of news and sports content distributed primarily through traditional cable television systems, direct broadcast satellite operators, and telecommunication companies and online multi-channel video programming distributors. The Television segment focuses on the acquisition, marketing, and distribution of broadcast network programming. The Other and Corporate segment relates to the FOX Studio Lot, Credible Labs Inc, corporate overhead costs, and intracompany eliminations. The company was founded by Keith Rupert Murdoch on May 3, 2018, and is headquartered in New York, NY.

Fox Corporation - Ordinary Shares - Class B

Fox Corporation - Class B

Fox Corporation is attracting investor attention as the media landscape shifts toward live sports and news dominance, highlighted by its recent strategic move to acquire Roku for 22 billion. The community is actively debating the merits of this massive streaming pivot, with many retail investors expressing deep frustration over recent share price weakness while others remain bullish on the long-term potential of combining Fox's content portfolio with an expansive streaming platform.

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Morgan Stanley

Morgan Stanley is trending as the firm secures lead underwriting roles for major upcoming IPOs, such as SpaceX, while institutional investors rotate into the bank's stock amid a broader rally in the financial sector. Simultaneously, market participants are actively debating the bank's long-term growth prospects as it expands its footprint in crypto ETFs and data center financing.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is experiencing heightened volatility as the market debates its high valuation and the impact of broader consumer spending trends on its premium drive-thru model. While retail investors highlight strong brand loyalty and rapid expansion, others are pointing to price sensitivity and the competitive landscape as key reasons for the recent sell-off.

The Render Network is a leading decentralized GPU compute platform for applications ranging from 3D rendering to machine learning and generative AI.  The network connects node operators looking to monetize their idle GPU compute power with artists and developers looking to scale intensive 3D rendering work and machine learning applications in the cloud. Through a decentralized peer-to-peer network, the Render Network achieves unprecedented levels of scale, speed, and economic efficiency. Facilitated by the Render Network Foundation, the ecosystem empowers artists and developers to build services and applications for the emerging digital economy.

Render Token (SOL)

Render (RENDER) is trending as investors focus on its critical role in DePIN and decentralized AI infrastructure, with the community actively debating whether current price levels offer a strong entry point for long-term accumulation. Discussions are heavily driven by the sector's real-world adoption narrative and the token's strategic position in powering AI and GPU compute demand.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

The Walt Disney Co. is trending as investors focus on the upcoming earnings report and the strategic vision of new CEO Josh D'Amaro, while community discourse remains heavily focused on potential box office performance for the Toy Story franchise and persistent, heated debate regarding the company's brand positioning and corporate governance.

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$DRIO TDOC and AMWL are telehealth companies. DRIO is not. Thank you for your opinion, but the form you have chosen to convey it is heavily flawed

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DarioHealth Corp

 TDOC and AMWL are telehealth companies. DRIO is not. Thank you for your opinion, but the form you have chosen to convey it is heavily flawed

Lavar Burton IV

@ConnectionIsLife Explain how they are so distictly different. Dario has integrated its cardiometabolic digital solution into amwell&#39;s telehealth platform.  Dario provides app based digital platforms that are integrated into telehelath platforms like amwell and tdoc.  Success of these telehealth platforms has a direct impact on the success of dario.  They play on the same team but at different positions.  They win or lose together.  Tell me how this is so flawed.  TY

 Explain how they are so distictly different. Dario has integrated its cardiometabolic digital solution into amwell's telehealth platform.  Dario provides app based digital platforms that are integrated into telehelath platforms like amwell and tdoc.  Success of these telehealth platforms has a direct impact on the success of dario.  They play on the same team but at different positions.  They win or lose together.  Tell me how this is so flawed.  TY

Bob Avery

@Ravery You addressed my view in your second sentence - the fact that an integration is desirable underscores the complimentary vs competitive nature of the two companies.   
 
DRIO&#39;s digital platform functions like a digital doctor, working directly with patients seeking medical care and supported by a human care team to round out the care experience. Amwell&#39;s digital platform allows patients a portal to access human and digital doctors (including DRIOs) when sick.  
 
Amwell isn&#39;t competing with DRIO for this business. The company partnered with DRIO to make its own offering more attractive and address utilization which is driving costs in the market. This, and fact DRIOs service offerings continue to expand, are some reasons why DRIO is a compelling case for the future. IMO 
 
This is a simplified explanation accomplished by narrowing Amwell&#39;s own business model into a single sentence which is bound to leave out some good things the company is pursuing.

 You addressed my view in your second sentence - the fact that an integration is desirable underscores the complimentary vs competitive nature of the two companies.   
 
DRIO's digital platform functions like a digital doctor, working directly with patients seeking medical care and supported by a human care team to round out the care experience. Amwell's digital platform allows patients a portal to access human and digital doctors (including DRIOs) when sick.  
 
Amwell isn't competing with DRIO for this business. The company partnered with DRIO to make its own offering more attractive and address utilization which is driving costs in the market. This, and fact DRIOs service offerings continue to expand, are some reasons why DRIO is a compelling case for the future. IMO 
 
This is a simplified explanation accomplished by narrowing Amwell's own business model into a single sentence which is bound to leave out some good things the company is pursuing.

@Ravery Also, I would expect that Amwell&#39;s platform is &quot;learning&quot; from DRIO so possible this becomes more of a competition in the coming years. Admittedly, the flaw in that statement is the learning curve advantage for DRIO as a market differentiator but who knows what tech will think up next...

 Also, I would expect that Amwell's platform is "learning" from DRIO so possible this becomes more of a competition in the coming years. Admittedly, the flaw in that statement is the learning curve advantage for DRIO as a market differentiator but who knows what tech will think up next...

@ConnectionIsLife Appreciate the well thought out response.  I still think my point is valid.  The sector is struggling and the stock prices reflect it.  Dario has been able to dilute to keep the lights on, but that life line may have run its course.  The overall market is overvalued while these stock have crashed to all time lows or very close to.  Dario&#39;s struggles may not be all internal.  They may be feverishly digging where there is just no gold.   You have conviction that dario will in fact reach breakeven and become profitable before the grim reaper shows up?  Seeking a strategic review that has generated no results so far tells me the company does not have high conviction they can become successful on their own.  I like Steve but not much confidence in erez.  I have been an idiot bagholder and just held my shares as the stock made new all time lows year after year.

Ca(NO3)2

 Appreciate the well thought out response.  I still think my point is valid.  The sector is struggling and the stock prices reflect it.  Dario has been able to dilute to keep the lights on, but that life line may have run its course.  The overall market is overvalued while these stock have crashed to all time lows or very close to.  Dario's struggles may not be all internal.  They may be feverishly digging where there is just no gold.   You have conviction that dario will in fact reach breakeven and become profitable before the grim reaper shows up?  Seeking a strategic review that has generated no results so far tells me the company does not have high conviction they can become successful on their own.  I like Steve but not much confidence in erez.  I have been an idiot bagholder and just held my shares as the stock made new all time lows year after year.

@Ravery Appreciate your approach as well. I understand your point and thought you stated it well.  
 
Other Side of Coin: I think the issue lies more with market rules on payers (their model is B2B) but that seems to be evolving…once that dam breaks, the digital companies with the payer contracts already locked down are well positioned in a brand new market .

 Appreciate your approach as well. I understand your point and thought you stated it well.  
 
Other Side of Coin: I think the issue lies more with market rules on payers (their model is B2B) but that seems to be evolving…once that dam breaks, the digital companies with the payer contracts already locked down are well positioned in a brand new market .