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Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is currently trending as investors weigh the company's dual exposure to volatile crypto markets against its massive, under-promoted Helios data center infrastructure. The community is actively debating the CEO's leadership and communication strategy, with many calling for a clearer focus on AI-driven data center partnerships to unlock valuation potential.

Keel Infrastructure Corp. engages in building artificial intelligence focused data centers and energy assets. It focuses on infrastructure and energy required to support high-performance computing and artificial intelligence workloads. The company was founded on April 1, 2026 and is headquartered in New York, NY.

Keel Infrastructure Corp.

Keel Infrastructure Corp

Keel Infrastructure is experiencing intense community focus following a massive convertible note offering, with investors debating whether this capital raise signals imminent hyperscaler deal announcements or unnecessary dilution. Despite broader market volatility, the community is closely tracking potential partnerships with major cloud providers, viewing the current price action as a high-stakes test of the company's ability to convert its energy infrastructure into major AI-focused contracts.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor is experiencing significant market interest driven by an upward revision of the 2030 global semiconductor forecast to over $1.5 trillion, fueled largely by insatiable AI and high-performance computing demand. Investors are actively discussing the company's role as a critical supply chain bottleneck, with ongoing focus on its capacity expansion plans, stable pricing power, and its essential position in powering custom AI silicon for major hyperscalers.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is capturing significant investor attention as shares break out of a multi-year consolidation, driven by robust membership growth and increasing institutional confidence following substantial insider buying from CEO Mark Bertolini. The community is actively discussing the stock's potential for margin expansion and profitability as a disruptive insurtech platform, leading to strong bullish sentiment heading into upcoming earnings.

REalloys, Inc. is engaged in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It is involved in recycling, mining, oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

REalloys Inc. is attracting significant community attention as investors position for the U.S. government's upcoming deadline to decouple critical magnet supply chains from China. While the stock has faced recent volatility, discussions are heavily centered on its domestic processing capabilities, potential institutional index inclusion, and a bullish outlook on long-term growth for American rare earth infrastructure.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is seeing renewed investor interest as growth-focused market participants weigh strong operational metrics and user engagement against broader concerns regarding AI's long-term impact on the education sector. While the community remains deeply divided between those betting on a fundamental turnaround and skeptics anticipating further downside, recent price action indicates a battle between buyers eyeing an oversold bounce and short-sellers betting against the company's valuation.

Nurix Therapeutics, Inc. is a clinical stage biopharmaceutical company. It engages in the business of discovering, developing, and commercializing innovative small molecules and antibody therapies based on the modulation of cellular protein levels as a novel treatment approach for cancer, inflammatory conditions, and other challenging diseases. The company was founded by John Kuriyan, Michael Rapé, and Arthur Weiss in 2009 and is headquartered in Brisbane, CA.

Nurix Therapeutics Inc

Nurix Therapeutics is rallying following the announcement of a major global partnership with Roche to co-develop the blood cancer drug bexobrutideg, a deal featuring significant upfront payments and long-term milestone potential. The community is actively debating the stock's valuation relative to the deal's size, with many investors focusing on the substantial cash infusion, institutional validation, and the potential for a short squeeze given the stock's elevated short interest.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as reports that tech giants like Google and Nvidia are exploring it as a backup chip manufacturer have ignited a debate over its potential to solve long-term AI supply chain bottlenecks. While the community is divided between those betting on a strategic foundry comeback and short-term traders warning of potential volatility, the discussion is heavily centered on the stock's role as a critical alternative to existing industry leaders.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is experiencing extreme volatility as investors sell off semiconductor stocks following disappointing revenue guidance and a surprisingly strong jobs report, fueling broader fears of an AI market bubble. Community sentiment is deeply divided between those holding long-term for potential rebounds and others warning of a catastrophic 'melt-up' unwind as institutional liquidity pivots toward upcoming IPOs.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is experiencing significant volatility and negative sentiment from investors who are frustrated by the stock's stagnation despite the company's aggressive expansion and strong financial growth. While some investors view the recent institutional stake disclosure and share buyback program as bullish signals for a potential relisting, the community remains divided and skeptical due to the lack of transparent communication from management and the stock's persistent underperformance compared to the broader market.

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PickAlpha Morning Report - Company News:
2026.02.11  News Analysis -

1/3: Lone Star completes $32/share all‑cash acquisition of Hillenbrand (HI), valuing deal at ~$3.8bn EV | View: Deal closure and delisting fix HI’s value at $32 per share, leaving no further… $HI $XLI

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Hillenbrand Inc

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PickAlpha Morning Report - Company News:
2026.02.11  News Analysis -

1/3: Lone Star completes $32/share all‑cash acquisition of Hillenbrand (HI), valuing deal at ~$3.8bn EV | View: Deal closure and delisting fix HI’s value at $32 per share, leaving no further… 