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DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is experiencing intense discussion ahead of record Super Bowl betting volume, with community sentiment sharply divided between the escalating competitive challenge from prediction markets and the highly anticipated upcoming earnings report, especially as the company expands its own prediction offerings.

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 & Hers Health is trending after discontinuing its recently launched compounded semaglutide pill following regulatory scrutiny and legal threats, fueling a polarized community debate between those anticipating further stock decline due to perceived management missteps and others expecting a rebound as regulatory overhang is removed and a Super Bowl ad airs.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

DOJ scrutiny of Netflix's Warner Bros. Discovery bid is shifting market sentiment, with the community actively discussing how this could favor Paramount Skydance's counter-offer, which is further buoyed by the highly successful debut of UFC content on Paramount+.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending following a high-impact Super Bowl commercial for its Briumvi drug and strong preliminary revenue guidance, fueling community discussion about Briumvi's growing market share and best-in-class profile. Many investors are highlighting its efficacy and safety against competitor drug concerns, yet express frustration over the stock's valuation disconnect and actively discuss a potential buyout to realize its full value.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending ahead of its Q4 earnings report on Monday, with the community highly anticipating a strong beat and solid 2026 guidance for its AI-powered credit platform. Investors are keenly watching for a potential short squeeze, believing the stock remains significantly undervalued despite recent market volatility and fresh funding agreements.

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 a broader software sector sell-off driven by fears that AI will disrupt established business models, despite the company securing a significant $5.6 billion U.S. Army contract and actively integrating AI through initiatives like Agentforce. The community is sharply divided between those viewing the current dip as a generational buying opportunity and those concerned about a lasting valuation reset for enterprise SaaS.

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 trending as community sentiment soars after Hims & Hers pulled its compounded weight-loss pill following regulatory scrutiny and NVO's legal threats, reinforcing the competitive advantage of approved GLP-1 therapies. Many anticipate a significant boost to NVO's market share for its Wegovy pill, with additional buzz surrounding its Super Bowl commercial amplifying discussions on potential sales impact.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings Inc. is soaring after reporting an impressive earnings beat and strong forward guidance, fueling investor excitement around its critical role in providing optical components like circuit switches and co-packaged optics for rapidly expanding AI data centers. The market is buzzing with bullish sentiment and numerous analyst upgrades, recognizing LITE as a key beneficiary of the 'AI plumbing' supercycle.

Almonty Industries, Inc. engages in mining, processing and shipment of tungsten concentrates. Its projects include Los Santos, Valtreixal, Almonty Korea Tungsten, Almonty Korea Moly, and Panasquiera. The company was founded on September 28, 2009 and is headquartered in Toronto, Canada.

Almonty Industries Inc

Almonty Industries is trending due to anticipated production from its Sangdong tungsten mine and strategic alignment with US government efforts to secure critical mineral supply chains. The community is actively touting it as an undervalued asset with potential to become a leading non-Chinese tungsten supplier amidst rising prices and ongoing export restrictions.

Rithm Capital Corp. engages in the provision of real estate, credit, and financial services. It operates through the following segments: Origination and Servicing, Investment Portfolio, Residential Transitional Lending, Asset Management, and Corporate. The Origination and Servicing segment includes residential mortgage loans underlying mortgage servicing right assets as well as those sub-service for third parties. The Investment Portfolio segment consists of residential mortgage loans, SFR properties, consumer loans, Non-Agency RMBS, Excess MSRs and servicer advance investments. The Residential Transitional Lending segment competes for both experienced sponsors, including developers and investors in residential real estate, and attractive lending opportunities based on several factors. The Asset Management segment focuses on the wholly owned subsidiaries, Sculptor, and RCM Manager. The company was founded on September 26, 2011 and is headquartered in New York, NY.

Rithm Capital Corporation

Rithm Capital Corporation is trending following a strong earnings report that significantly surpassed expectations, highlighting robust performance across its diversified platform, including asset management growth and AI initiatives. However, community discussion centers on the stock's persistent undervaluation and the ongoing debate surrounding management's dividend strategy versus a potential spin-off of its NewRez mortgage business to unlock greater shareholder value.

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$AAPL This is not a Super Bowl recap. And it’s not a DraftKings ad. 
 
It’s a piece about sports betting as a distribution business , what changes when the product becomes frictionless and always on. 
 
Sports betting didn’t create a new behavior. It scaled an existing one by removing the barriers: time, travel, visibility. Now the casino is not a destination. It’s an app. 
 
cundilldeepvalue.substack.com/p/fragments-draftkings-dkng-the-casino 
 
The Super Bowl is simply the day the system shows itselfat full speed. 
                                                                     
$HIMS $GOOGL $PYPL