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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending as discussions around metaverse spending cuts fuel optimism and a potential shift in focus. Community members are pointing to positive technical indicators and discussing potential price movements, with some highlighting the impact of AI initiatives. Overall sentiment seems bullish, with many anticipating further gains.

Q/C Technologies, Inc. operates as a clinical-stage pharmaceutical company, which engages in the development of drug products to extend healthy lifespan. It focuses on developing two novel therapeutic platforms, MyMD-1 and SUPERA-CBD, which aim to treat the causes of disease rather than just addressing the symptoms. MyMD-1 is a clinical-stage small molecule that regulates the immune system to control TNF-a, which drives chronic inflammation, and other pro-inflammatory cytokines. SUPERA-CBD is a synthetic derivative of cannabidiol being developed to treat conditions such as epilepsy, chronic pain, depression, as well as neuroinflammatory and neurodegenerative diseases. The company was founded in 1989 and is headquartered in New York, NY.

Q/C Technologies Inc.

Q/C Technologies is trending as traders discuss Martin Shkreli's position in the company and his aggressive price target. Community members are pointing to a potential short squeeze, while others are speculating about the company's direction and potential catalysts related to its quantum computing technology and bio assets. The stock is also gaining attention as part of a broader surge in robotics and future-tech names.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending as investors anticipate upcoming earnings, with discussions centering on the company's potential to capitalize on the AI automation trend. The community is weighing the possibility of a breakout, pointing to strong fundamentals and partnerships, while also acknowledging the stock's historical volatility and the need for positive guidance. Some are hoping for a meme-stock rally, while others focus on long-term growth.

Polyrizon Ltd. is a development stage biotech company, which engages in the development of nasal hydrogels. It provides barriers from the interaction of biological assaults, including a new strain of coronavirus, influenza, allergens and other airborne pathogens with the nasal epithelial tissue. The company was founded by Tomer Izraeli in January 2005 and is headquartered in Raanana, Israel.

Polyrizon Ltd.

Polyrizon Ltd. Ordinary Shares

PLRZ is trending due to promising results for its intranasal naloxone hydrogel, which the community believes could lead to a short squeeze given the stock's low float. Discussions highlight comparisons to similar plays like $SMX and potential for significant gains. Some traders caution about past reverse splits and potential dilution.

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 is trending amid discussions around its recent earnings and future guidance, with community members debating the impact of AI integration and overall market sentiment. Some traders are focusing on potential long-term value while others express concern over the company's performance relative to its peers. The stock's volatile price action and upcoming earnings are also fueling active conversations.

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 due to a mix of reactions to its latest earnings report and a new partnership with Palantir, with community discussions focusing on forward guidance and AI integration. Despite some initial concerns about revenue growth, several brokerages have raised their price targets, citing the company's growing AI ecosystem. The partnership with Palantir is also a key talking point, with investors speculating on the potential enterprise opportunities it could unlock.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

WBD is trending amid speculation around competing bids from Netflix, Paramount, and Comcast to acquire the media giant. Community chatter highlights the potential for a bidding war, with some believing a deal could be reached soon, while others discuss the implications of each potential suitor. Discussions also include potential impacts on shareholders, debt considerations, and regulatory hurdles.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai ($AI) is trending amid discussions around government contracts and a potential shift away from competitors. The community is weighing the company's growth prospects against concerns about revenue and profitability, while some anticipate a short squeeze. Speculation about a possible acquisition is also circulating.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending amid speculation about its potential bid for Warner Bros. Discovery's studio and streaming assets, with community discussions focusing on whether this acquisition would be beneficial or lead to overspending. Some investors are optimistic about Netflix's growth potential regardless of the outcome, while others express concerns about the company's strategic direction and content choices, alongside observations around technical indicators and options activity.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is trending due to its subsidiary Less Common Metals' supply agreement with Solvay and Arnold Magnetic Technologies. This deal is fueling discussions about US independence in rare earth metals and potential government backing. Community members are actively debating the stock's potential and comparing it to sector peers.

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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Microsoft Corporation

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$META DEEP VALUE REPORT — OCTAVE SPECIALTY GROUP  ( OSG) (ex- AMBC) Updated 
 
Ambac didn’t die. It quietly amputated its past, sold the legacy book to Oaktree, rebranded as Octave Specialty Group… and still trades at &lt;0.5× book.                                                                         
                                                                     
The full Deep Value Report on OSG (ex AMBC): cash, NOLs, A- carrier, health platform — all on sale. 📉➡️📈 
 
HERE:  
https://cundilldeepvalue.substack.com/p/deep-value-report-octave-specialty 
 
$TSLA $NVDA $GOOG $AAPL

OSG is what happens when a crisis relic quietly amputates its past and nobody updates their mental model. (Ex-Ambac Financial Group, NYSE: OSG / AMBC)

Substack

DEEP VALUE REPORT - OCTAVE SPECIALTY GROUP (OSG) (ex-AMBC) Updated - Post-Oaktree, Post-Armada, Still Mispriced OSG

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Alphabet Inc - Ordinary Shares - Class C

Apple Inc

Apple is trending as the community discusses its potential in AI following leadership changes and analysts predict record iPhone shipments. The stock's recent all-time high has sparked debate about its valuation, with some seeing a breakout while others anticipate a pullback. Discussions also revolve around potential partnerships and the impact of broader economic factors.

 DEEP VALUE REPORT — OCTAVE SPECIALTY GROUP  ( OSG) (ex- AMBC) Updated 
 
Ambac didn’t die. It quietly amputated its past, sold the legacy book to Oaktree, rebranded as Octave Specialty Group… and still trades at <0.5× book.                                                                         
                                                                     
The full Deep Value Report on OSG (ex AMBC): cash, NOLs, A- carrier, health platform — all on sale. 📉➡️📈 
 
HERE:  
