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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 as the market awaits a critical decision on its bid for Warner Bros. Discovery, with Paramount Skydance's higher offer prompting widespread community debate on whether Netflix should match or walk away. Many expect a stock rally if the deal is abandoned, given ongoing regulatory and political scrutiny.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is trending after unveiling an ambitious 3-year expansion plan, coinciding with strong revenue growth and global approvals for its ANKTIVA cancer treatment. The community is highly bullish, anticipating a significant short squeeze and long-term valuation surge as the company aims to revolutionize oncology.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following a significant sell-off, marking its worst day in over two decades, after Anthropic's Claude Code AI announced capabilities to automate COBOL modernization, fueling fears of AI disruption to legacy services. However, much of the community is debating whether the market is overreacting, pointing to IBM's existing strategic partnership with Anthropic and its robust enterprise-grade solutions that provide security and integration beyond standalone AI tools.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending lower, breaking key support levels and triggering significant liquidations below $63,000, leading to widespread community discussion about it being a "scam" or "ponzi" facing further downside, while a minority views the dip as a buying opportunity amid extreme bearish sentiment.

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

The cybersecurity sector, including CrowdStrike, is trending amid an AI-driven re-evaluation following the release of Anthropic's Claude Code Security tool, fueling a community debate over whether AI disrupts or enhances enterprise security solutions. Investors are divided between concerns of unsustainable valuations and the belief that leading platforms like CrowdStrike's Falcon system are increasingly vital against evolving AI threats.

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 is experiencing a dramatic sell-off, with community discussion dominated by fears that AI models pose an existential threat to its core software products, despite recent strong earnings beats and management's efforts to address these concerns.

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 surging due to a strategic collaboration with Astellas for its prostate cancer T-cell engager (VIR-5500) backed by promising Phase 1 data, an earnings beat, and an extended cash runway; however, community sentiment is split between bullish short-squeeze hopes and warnings of a typical post-news pullback.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending as investors react to its latest earnings report, which highlighted robust IBSRELA revenue growth and a patent extension until 2042, alongside significant investments in future development that led to near-breakeven profitability. This creates a community debate between long-term growth potential and immediate profits, further fueled by insider buying and ongoing acquisition rumors.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is trending amid strong community debate over potential impacts from a proposed credit card interest rate cap and AI disruption to payment processors; however, many investors view the sell-off as an attractive buying opportunity, highlighting the company's resilient business model and strategic advancements in stablecoin settlements.

MediWound Ltd. is a biopharmaceutical company, which engages in the development, manufacture, and commercialization of products to address needs in the fields of severe burns, chronic wounds, and other hard-to-heal wounds. Its product NexoBrid, is an orphan biologic for eschar removal in severe burns. The company was founded by Lior Rosenberg and Marian Gorecki in January 2000 and is headquartered in Yavne, Israel.

MediWound Ltd

MediWound is a focal point of market discussion, driven by recent positive updates including product approvals in new markets and promising clinical data for its wound care therapies, which bulls believe signal significant long-term potential; however, a strong bearish sentiment persists, with many in the community actively betting against the stock's ability to sustain upward movement.

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$MGX - nice uptick in a down market, my primary thesis here being genomic informatics is recognized (at some point) as gold-like in the modern age of AI.

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Metagenomi Inc.

 - nice uptick in a down market, my primary thesis here being genomic informatics is recognized (at some point) as gold-like in the modern age of AI.