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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 (PLTR) is trending after reporting quarterly results that exceeded expectations, driven by strength in its commercial segment and AI initiatives, sparking intense debate about the stock's valuation. The community is focused on the company's growth metrics, guidance, and the potential impact of AI on its future performance, while also arguing about whether the current price is justified. Some traders anticipate a continued rise, while others expect a pullback due to valuation concerns and broader market conditions.

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 is trending as investors anticipate the upcoming earnings report, with the community split between bullish and bearish expectations. Discussions revolve around potential growth catalysts, such as new weight-loss and menopause treatments, and whether the company can maintain its growth trajectory. Some traders are wary of potential post-earnings volatility, while others are closely watching for a possible short squeeze amid high short interest.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending due to recent data from a confirmatory trial that failed to meet its primary endpoint, raising concerns despite an earnings beat; the community is actively debating the trial's impact and the company's future prospects. While some believe the selloff is an overreaction and a buying opportunity, others are worried about the long-term implications for Sarepta's PMO therapies and are looking to the upcoming conference call for clarity. Community members are also discussing potential for buyout.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is trending due to volatility potentially linked to news from competitors like IREN and Cipher, impacting sentiment around AI infrastructure deals. The community is debating whether recent price drops represent a buying opportunity or signal deeper issues before earnings, with some attributing the volatility to algo trading and short attacks. Despite the uncertainty, the broader context of increasing AI infrastructure demand and a large Microsoft contract provides some support for the stock.

Syndax Pharmaceuticals, Inc. engages in the development of cancer therapies. Its products include SyndAccess, Revuforj, Niktimvo, and IncyteCARES. The company was founded by Richard A. Heyman, Eckard Weber, Peter Ordentlich, Ronald M. Evans and Michael Downes on October 11, 2005 and is headquartered in New York, NY.

Syndax Pharmaceuticals Inc

Syndax Pharmaceuticals is trending as investors await the FDA decision on the expanded indication for Revuforj in relapsed or refractory NPM1 mutated acute myeloid leukemia. The community is discussing the potential for a buyout, especially by Incyte, as well as comparing Revuforj's prospects against competitors. Some traders are anticipating a post-approval sell-off, while others are optimistic about the drug's commercial potential and long-term value.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending as investors anticipate upcoming earnings and discuss the potential impact of autonomous vehicle technology, particularly following news of new partnerships. Community members are actively debating the stock's valuation and future growth prospects within the evolving mobility landscape. Bullish sentiment revolves around Uber's leadership position and expansion into new markets, while others express caution due to tariff concerns and general market volatility.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending as investors eagerly await earnings and anticipate further details on their partnership with Palantir, particularly how it will accelerate AI adoption for businesses. The community is buzzing with excitement, with many speculating on a significant run and buyout potential, fueled by insider buying and positive sentiment around the company's transformation. Bullish investors express confidence in Lumen's strategic shift towards AI-driven connectivity and NaaS, viewing it as a key player in the ongoing AI revolution.

Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. Its proprietary portfolio includes six novel and mechanistically distinct oncology therapeutic product candidates, each targeting some of the most difficult-to-treat types of cancer. The company was founded by David Hung on March 20, 2018 and is headquartered in New York, NY.

Nuvation Bio Inc - Ordinary Shares - Class A

NUVB is trending on positive sentiment around its first full quarter as a commercial-stage company, highlighted by 204 new patients receiving IBTROZI. The community is also focused on the durability profile of IBTROZI with a 50-month median duration of response, and progress in the pipeline with the first patient dosed for safusidenib. Discussions also center on the potential for a short squeeze, upcoming conference presentations, and comparisons to competitors in the oncology space.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure ($QURE) is trending due to a revised analyst rating to Buy with a higher target price, sparking community discussion about the company's potential. Community members are actively debating the future direction of the stock and comparing it to similar situations, as well as discussing possible takeover scenarios. Discussions also include sentiment around its earnings report and potential FDA-related news.

Galectin Therapeutics, Inc. is a biotechnology company, which engages in drug research and development to create new therapies for fibrotic disease, severe skin disease, and cancer. Its programs target the development of carbohydrate molecules which offers alternative options to larger market segments. The company was founded by James C. Czirr and Anatole A. Klyosov on July 10, 2000 and is headquartered in Norcross, GA.

Galectin Therapeutics Inc

GALT is trending amid anticipation for upcoming AASLD presentations and speculation around a potential buyout or partnership. The community is focused on Belapectin's value, especially in potential drug combinations, and the possibility of a short squeeze due to substantial short interest. Discussions involve speculating on buyout prices and awaiting further data releases to assess the stock's true valuation.

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$HOOD up 6% since this post, who bought the dip? Nice call @Dr_Stoxx!

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$HOOD yes considering I bought it at $48 Thursday.    Ouch.

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Dr. Stoxx

@Dr_Stoxx Still trying to know why it dropped so much/fast before calling it cheap. thoughts on that?

 Still trying to know why it dropped so much/fast before calling it cheap. thoughts on that?

David Crane

@Dr_Stoxx Not sure if it’s cheap, but bought $HOOD yesterday… 🤔 It’s a long term hold for me. I’ll buy even more if it drops significantly.

Whydoesitmatter

 yesterday… 🤔 It’s a long term hold for me. I’ll buy even more if it drops significantly.

Darin P.

@Dr_Stoxx cheap depends on the market. If you look at there growth, yes it’s cheap considering it already RS. To the high 60s. To me it is cheap. Could drop to 20. But I bought in the 36s

 cheap depends on the market. If you look at there growth, yes it’s cheap considering it already RS. To the high 60s. To me it is cheap. Could drop to 20. But I bought in the 36s