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Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is actively discussed after announcing a major strategic collaboration with Astellas for its prostate cancer treatment, VIR-5500, featuring substantial upfront payments and positive Phase 1 data, leading to bullish community speculation about a short squeeze and re-evaluation of its immuno-oncology pipeline.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is experiencing active discussion after its latest earnings beat initial profit estimates but offered cautious fiscal year guidance, sparking a mixed community reaction on whether lingering housing market headwinds and consumer spending hesitation will support a rebound or continued pressure.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU CRYPTO is trending as its highly active community demonstrates strong conviction, consistently building a permissionless brand with numerous real-world products and initiatives. The community's unwavering focus on development and "buying the dip" in a fluctuating market generates significant discussion and belief in its long-term potential.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending amidst a sector-wide sell-off sparked by fears that Anthropic's new Claude Code Security tool signals AI's disruptive potential in cybersecurity, though the community remains sharply divided between those who believe it's an overblown reaction and others concerned about long-term business model changes.

DigitalOcean Holdings, Inc. engages in the provision of providing cloud infrastructure. It operates through the following geographical segments: United States, Netherlands, Germany, Canada, Singapore, and Other. The company was founded in 2012 and is headquartered in Broomfield, CO.

DigitalOcean Holdings Inc

DigitalOcean is experiencing a significant uplift following a strong earnings report and optimistic guidance, driving community chatter around its pivotal role in the burgeoning agentic AI infrastructure and its strategic partnership with AMD.

Brightstar Lottery PLC engages in the designing, manufacturing, and marketing of electronic gaming equipment, software, and network systems. It operates through the Global Lottery, Global Gaming, and PlayDigital segments. The Global Lottery segment has responsibility for the worldwide traditional lottery and iLottery business, including sales, operations, product development, technology, and support. The Global Gaming segment includes iGaming, sports betting, sales, product management, studios, global manufacturing, operations, and technology. The PlayDigital segment has full responsibility for the worldwide iGaming and sports betting activities. The company was founded in 1990 and is headquartered in London, the United Kingdom.

Brightstar Lottery PLC

Brightstar Lottery (BRSL) is trending following its recent earnings report, which highlighted revenue growth and an optimistic outlook for the upcoming fiscal year, though with a reported GAAP EPS decline. The community is actively discussing the sustainability of its dividend and the potential for future appreciation as a pure-play lottery company, especially as it navigates current market conditions and interest rate expectations.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae (FNMA) is trending as renewed speculation intensifies regarding its release from conservatorship and a potential uplisting to the NYSE. The community is actively discussing recent bullish statements from FHFA officials, anticipation surrounding former President Trump's potential actions, and the company's consistent profitability, all contributing to hopes for a significant, long-awaited valuation unlock.

Armstrong World Industries, Inc. engages in the design, manufacture, and trade of commercial and residential ceiling, wall, and suspension system solutions. It operates through the following segments: Mineral Fiber, Architectural Specialties, and Unallocated Corporate. The Mineral Fiber segment involves the production of suspended and soft fiber ceiling systems. The Architectural Specialties segment focuses on the production, design, and sourcing of ceilings, walls, and facades primarily for use in commercial settings. The Unallocated Corporate segment includes the assets, liabilities, income, and expenses that have not been allocated to other business segments. The company was founded by Thomas M. Armstrong in 1860 and is headquartered in Lancaster, PA.

Armstrong World Industries Inc.

Armstrong World Industries is trending after reporting strong Q4 2025 earnings and issuing robust 2026 guidance, with the community highlighting its strategic acquisitions and product innovations in architectural solutions. This performance showcases the company's resilience and growth drivers despite a dynamic building materials market.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian (TEAM) is trending as widespread market fears of AI disruption drive a "SaaSpocalypse" across the software sector, overshadowing the company's solid earnings. While many investors are panicking over potential obsolescence from AI tools, others view the sharp sell-off as an extreme undervaluation for Atlassian's deeply embedded and sticky enterprise solutions.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending due to its significant stock decline, with community discussion intensely focused on whether aggressive AI capital expenditures and fears of AI models disrupting traditional software are overblown, or if the current valuation presents an irrational buying opportunity for a fundamentally strong company.

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I started to diversify holdings away from treasuries today. The last adjustments I made were to adjust duration in treasuries, dropping longer duration for shorter duration $BIL  
 
It is now time to get some additional protection and spread out even more,  selling some treasuries, and putting the money to work in other areas with a good risk/reward profile. 
 
I started a position in $PULS to satisfy cash needs with a good yield, it pays monthly, and also reduces treasuries exposure. 
 
These aren&#39;t large intial moves though as long as the debt goes up, I keep diversifying.

MrGreeen

Cameron

@Steelking75 I will send you an article that shares additional information. Just wow

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I started to diversify holdings away from treasuries today. The last adjustments I made were to adjust duration in treasuries, dropping longer duration for shorter duration 

  
 
It is now time to get some additional protection and spread out even more,  selling some treasuries, and putting the money to work in other areas with a good risk/reward profile. 
 
I started a position in 

 to satisfy cash needs with a good yield, it pays monthly, and also reduces treasuries exposure. 
 
These aren't large intial moves though as long as the debt goes up, I keep diversifying.