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Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in Boston, MA.

Ondas Holdings Inc

Ondas Holdings is trending amid anticipation for upcoming earnings, with discussions focusing on potential government contracts and the company's strategic positioning in the drone and counter-UAS space following recent acquisitions. Community members are debating the company's valuation, the potential for a short squeeze, and the impact of macro factors like the government shutdown ending. Bullish sentiment is fueled by key partnerships and the expectation of strong guidance, while bears express concerns about dilution and revenue.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle ($ORCL) is trending downwards, with community members attributing the decline to debt concerns and negative sentiment from analysts like Michael Burry, who suggests potential overstatement of earnings. Discussions revolve around the company's AI investments and data center buildout, with some fearing an AI bubble and others viewing the sell-off as an overreaction. Some investors are expressing frustration with management's silence amid the stock's recent performance.

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

DIS is trending as investors react to recent Q4 revenue misses and linear TV pressures, despite the company's increased dividend. Community discussions revolve around whether the bad earnings were already priced in and the potential impact of the YouTube TV dispute. Some investors view the dip as a buying opportunity, while others remain cautious due to economic concerns and recent negative news.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors discuss its Q3 earnings, which revealed a double beat on revenue and EPS, sparking mixed reactions. Some community members express frustration with the stock's lackluster performance despite the positive results, while others highlight JD's valuation gap compared to Amazon, suggesting it's undervalued and presenting a deep value play. Discussions also include the impact of Singles Day sales and expansion into food delivery on the company's financials.

Paysafe Ltd. provides online payment solutions. The firm operates through the following segments: Merchant Solutions and Digital Wallet. The Merchant Solutions business segment focuses on card not present and card present solutions for small to medium size business merchants. The Digital Wallet business segment provides wallet based online payment solutions through its Skrill, eCash solutions and NETELLER brands. The company was founded in 1996 and is headquartered in London, the United Kingdom.

Paysafe Limited

Paysafe Ltd

Paysafe is trending due to lowered 2025 adjusted EPS and revenue guidance, sparking bearish sentiment and community concern about the company's future performance. Investors are closely watching for signs of improvement, especially with the upcoming Q3 report, as skepticism grows around management's projections. Discussions revolve around potential price targets, the impact of high-frequency trading, and the possibility of a buyout.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending as the community anticipates the launch of the first U.S. spot XRP ETF, with discussions focused on potential market impacts and institutional investment. Despite some skepticism and underwhelming price action, there's excitement around increased accessibility and the potential for a supply squeeze. Community members are also closely watching regulatory developments and Ripple's banking charter application.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is trending as investors react to strong Q3 results, including high revenue, a significant gross margin beat, and record energy storage shipments, leading to optimism about future growth. Community members are highlighting a potential short squeeze due to collapsing borrow supply and discussing the undervaluation of the stock relative to its book value and growth prospects. Anticipation is building around the company's U.S. factory expansions and potential benefits from U.S. credits.

Mersana Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of antibody-drug conjugates that offer clinical benefit for cancer patients. Its product candidates are Upifitamab Rilsodotin (UpRi), XMT-1536, and XMT-1592. The company was founded by Mikhail Papisov in 2001 and is headquartered in Cambridge, MA.

Mersana Therapeutics Inc

Mersana Therapeutics ($MRSN) is trending due to Day One Biopharmaceuticals' acquisition deal, sending the stock soaring pre-market. The community is discussing the potential for a short squeeze and the deal's implications for both companies, focusing on the upfront cash payment and contingent value rights (CVRs).

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco's stock is trending following earnings and forward guidance that beat expectations, fueled by significant AI infrastructure orders. Community discussions revolve around analyst upgrades and the potential for further gains driven by AI and campus networking upgrades. Despite a strong earnings report, some analysts express caution, drawing parallels to past tech bubbles.

Korro Bio, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of a new class of genetic medicines based on editing RNA. The company was founded by Nessan Bermingham, Jean-Francois B. Formela, Joshua Rosenthal, and Andrew Fraley in 2018 and is headquartered in Cambridge, MA.

Korro Bio Inc.

Korro Bio ($KRRO) is trending due to a significant stock drop following negative news, including a paused collaboration and layoffs, sparking community debate about a potential bounce or further decline. Some traders are eyeing a short squeeze, citing the low float and substantial institutional ownership, while others are wary, pointing to the inherent risks in pharmaceutical companies and analyst downgrades. The community is actively discussing whether the stock is oversold given its cash position.

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$SNCR I wonder what will happen if apple loses its iCloud lawsuit and has to open up to other cloud providers …

Mush

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Synchronoss Technologies Inc

 I wonder what will happen if apple loses its iCloud lawsuit and has to open up to other cloud providers …

David Joseph

@DaveyJ02 When is that going to be settled