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Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, Tradipitant, Trichostatin, and AQW051. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending after its BYSANTI drug received FDA approval for bipolar I disorder and schizophrenia, with the community anticipating a significant re-rating, potential for a short squeeze, and long-term buyout prospects due to the drug's blockbuster market potential and patent protection.

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 as Anthropic's new Claude Code Security tool has sparked a sell-off across cybersecurity stocks, triggering community debate on whether the AI-powered code scanning truly impacts CRWD's core endpoint and runtime protection business or is an overblown reaction amidst broader software valuation concerns.

LyondellBasell Industries NV engages in the refinery and production of plastic resins and other chemicals. It operates through the following segments: Olefins and Polyolefins-Americas; Olefins and Polyolefins-Europe, Asia, International; Intermediates and Derivatives; Advanced Polymer Solutions; Refining; and Technology. The Olefins and Polyolefins-Americas segment produces and markets olefins and co-products, polyethylene and polypropylene. The Olefins and Polyolefins-Europe, Asia, International segment also offers olefins and polyolefins. The Intermediates and Derivatives segment includes propylene oxide and its derivatives; oxyfuels and related products; and intermediate chemicals. The Advanced Polymer Solutions segment produces and markets compounding and solutions, such as polypropylene compounds, engineered plastics, masterbatches, colors and powders, engineered composites, and advanced polymers. The Refining segment refines heavy, high-sulfur crude oil and other crude oils of varied types and sources. The Technology segment develops chemical and polyolefin process technologies and manufactures and sells polyolefin catalysts. The company was founded in December 2007 and is headquartered in London, the United Kingdom.

LyondellBasell Industries NV - Ordinary Shares - Class A

LyondellBasell (LYB) is primarily trending due to a significant dividend cut, reported by some as a 50% reduction, which has left many income-focused investors exiting their positions. While anticipated by some due to persistent challenges in the chemicals sector and declining free cash flow, the stock's surprising resilience in the face of the cut is a key point of community discussion amid broader concerns about industry oversupply and weak sentiment.

JFrog Ltd. engages in the provision of an end-to-end, hybrid, universal development operations platform that powers and controls the software supply chain, which enables organizations to continuously and securely deliver software updates across any system. It operates through the following geographical segments: United States, Israel, India, and Rest of World. The firm is also involved in creating software delivered without friction from developer to device. The company was founded by Frederic Simon, Shlomi Ben Haim, and Yoav Landman in 2008 and is headquartered in Sunnyvale, CA.

JFrog Ltd

JFrog is trending due to a sharp sell-off following Anthropic's announcement of AI-powered code security features, sparking community debate on its impact to software supply chain controls. While many express frustration over the significant dip, some analysts and investors view the market's reaction as an overdone misinterpretation of layered security requirements, potentially signaling a buying opportunity.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is actively discussed after a strong Q4 earnings beat and optimistic Q1 revenue guidance, highlighting accelerated AI-driven demand and robust platform integrations. This performance is fueling a bullish rebound for the stock, with many seeing it as a critical AI infrastructure play, though some still cite premium valuation and sector-wide AI disruption fears as headwinds.

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 trending due to an intense software sector sell-off, fueled by investor fears that new AI models like Anthropic's Claude could replace enterprise tools; however, a strong community counter-narrative suggests this 'AI scare' is an overblown, manufactured event, making its current valuation an oversold buying opportunity despite the company's strong fundamentals.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is trending amidst a sharp sector-wide sell-off, driven by fears that new AI security tools will disrupt established cybersecurity offerings, a narrative heavily debated among investors. While many view the deep valuation dip as an opportunity, others remain cautious about the company's immediate future outlook and business fundamentals.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figure Technology Solutions is experiencing extreme volatility and a sharp price decline, igniting a fierce debate among investors. While many bulls view this as a generational buying opportunity for a fundamentally strong leader in blockchain-based lending and real-world asset tokenization, citing strong earnings guidance, a significant portion of the community dismisses it as a "pump and dump" scam, questioning its valuation amidst a broader unraveling of the blockchain RWA narrative ahead of its upcoming earnings report.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF ($IGV) is seeing a deep sell-off, driven by escalating fears that Anthropic's Claude AI model poses a significant threat to traditional enterprise and cybersecurity software, although many in the community contend the market is overreacting to a 'fake narrative' while the sector experiences extreme oversold conditions.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is actively discussed as record battery swaps during the Chinese New Year travel season highlight its unique infrastructure moat, drawing renewed attention from investors. The community is buzzing with anticipation for a stock breakout, fueled by institutional accumulation and expectations of sustained profitability, even as frustration mounts over alleged price manipulation around options expirations.

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$CURI just started 1/4th of a full position today. Highest 5 yr Revenue CAGR in the US Micro/Small Cap Communications Sector. I&#39;ll buy another 25% 10% lower/higher from here. 50% higher/lower will mean an analysis before buying more. Looking forward to it!

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CuriosityStream Inc - Ordinary Shares- Class A

 just started 1/4th of a full position today. Highest 5 yr Revenue CAGR in the US Micro/Small Cap Communications Sector. I'll buy another 25% 10% lower/higher from here. 50% higher/lower will mean an analysis before buying more. Looking forward to it!