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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after its latest earnings report dramatically surpassed revenue and EPS expectations, with significantly raised full-year guidance underscoring robust AI infrastructure demand. However, community discussion is split between bullish investors highlighting its deep undervaluation given massive sales, and others expressing frustration over subdued price action and lingering concerns about the company's margins amidst speculation of market manipulation.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending following its earnings report, which saw the stock decline after hours despite beating EPS and revenue estimates and providing solid guidance. The community is actively discussing perceived market manipulation and whether current AI-driven growth expectations are sustainable given AMD's valuation and intense competition.

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 plunged after releasing an unexpected and cautious 2026 outlook, forecasting a sales and profit decline due to intense GLP-1 competition and U.S. pricing pressures. The news has triggered strong community debate, with many investors questioning management's strategy and viewing the dip as either a severe setback or an overreaction despite strong early adoption of its oral weight-loss pill.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings is experiencing a significant sell-off due to disappointing earnings, weak forward guidance, and an unexpected CEO change, leading many to question the fintech company's growth trajectory. Despite widespread negative sentiment, a segment of the community sees the stock as an oversold deep value play or potential buyout target, citing its low valuation, substantial cash, and ongoing share buybacks.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is a hot topic as it expands its defense technology portfolio with a new strategic contract in the Asia-Pacific and the acquisition of Rotron Aero, though market participants are keenly watching whether these bullish developments can break through recent volatility and short-selling.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle (CMG) is trending as investors react to its latest earnings report, which, despite beating estimates, included disappointing guidance for flat comparable restaurant sales in FY26. The community is actively discussing perceived poor management by the CEO and growing dissatisfaction with the brand's value and portion sizes amidst a challenging consumer environment.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp ($BULL) is trending as its stock repeatedly hits new all-time lows, leading to widespread investor frustration over perceived management silence and concerns about dilution, while short-sellers celebrate substantial gains. The community is sharply divided, with many debating cutting significant losses versus buying the dip due to strong fundamentals and extreme oversold conditions, all under the shadow of its strong correlation with Bitcoin's volatile price.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is a hot topic ahead of its earnings report, with investors weighing expectations for strong AI and Google Cloud growth against potential impacts to search advertising and persistent antitrust challenges. Community discussion is also active around Waymo's significant new funding and its expanding operations, despite facing a recent NHTSA probe.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is seeing significant conversation after reporting stronger-than-expected Q4 earnings, showcasing profitability, substantial cash reserves, and new product launches, leading the community to anticipate a potential short squeeze given the substantial short interest and a perceived turnaround for the solar sector.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is experiencing a sharp, sustained sell-off ahead of its financial results, intensifying community debate between deep skepticism over its long-term profitability and management, and strong bullish conviction that its massive user base and undervaluation offer a prime buying opportunity, further complicated by growing global regulatory pressure on youth social media access.

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TD Cowen🏁 $IDYA at a Buy rating. 
$PFE $GILD $DSNKY $AZN RHHBY 
 
TD Cowen in its initiation report said, &quot;IDEAYA&#39;s pipeline — with soon-to-be 9 clinical-stage programs — represents the best of targeted oncology and is led by a world-class team. 
 
The lead daro + criz combo should launch in 2026 in mUM, with a high likelihood of success in neoadjuvant. 
 
Near-term DLL3 ADC data are likely to be strong, and MAT2A efficacy should add to Trodelvy with NT data. We initiate at Buy given the very attractive EV.&quot;

RBC⬇️ $IDYA PT to $30 from $57, reiterated at OP and said &quot;Ph.III Readout in 2H25 Should Drive Upside and Unlock A $1B Revenue Oppt&#39;y; We are updating our views on $IDYA following additional diligence, KOL discussions, and meeting with mgmt&quot; 
$MRK $DSNKY $ZLAB $ONC PFE GILD 
RBC Capital added, &quot;While the stock has been largely range bound this year, with less investor attention, we believe as we enter the second half $IDYA should garner more attention given a major ph.Ill event for lead drug daro, as well as a number of supporting pipeline updates. 
 
We see a 65%+ likelihood of success for the ph.Ill readout in metastatic uveal melanoma coming towards year-end, and see 40% upside given potential for a rapid launch by 2026. 
 
With a lower risk and high reward catalyst, as well as pipeline clarity across &#39;897 and &#39;349, we would be buyers into 2H25; tgt to $30 and maintaining Outperform, Spec. Risk rating.&quot;

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Ideaya Biosciences Inc

Merck & Co Inc

Daiichi Sankyo Company

Zai Lab Ltd

BeiGene Ltd - ADR

Quantumup

Mizuho⬇️ $IDYA PT to $43 from $55, keeps at Outperform &amp; says, &quot;Given a fresh review of $IDYA&#39;s pipeline (a deep one, consisting of nine assets that are all expected to be in the clinic by YE25), we now reflect on multiple updates. 
 
Most notably, while timing of a first pivotal study efficacy readout for lead asset darovasertib/daro (for metasatic uveal melanoma/MUM) is now expected by YE25 (reflecting a tightening of timelines), for $IDYA&#39;s second most important pipeline asset, IDE397 (a novel MAT2A inhibitor), we now push out (slightly) our launch timing assumption, given news earlier this year of a dissolution of a key partnership. 
 
Bigger picture, we&#39;ve made several model revisions (see within; mainly, non-pipeline-related), and net-net, our PT moves 22% lower to $43 from $55. That said, with significant pipeline optionality (and hence, model upside) - given six of $IDYA&#39;s nine assets yet to be reflected in our model - and in light of current risk/reward, we stay OP-rated on $IDYA.&quot;

$IDYA A lot of shots on goal for this MC.

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 RHHBY 
 
TD Cowen in its initiation report said, "IDEAYA's pipeline — with soon-to-be 9 clinical-stage programs — represents the best of targeted oncology and is led by a world-class team. 
 
The lead daro + criz combo should launch in 2026 in mUM, with a high likelihood of success in neoadjuvant. 
 
Near-term DLL3 ADC data are likely to be strong, and MAT2A efficacy should add to Trodelvy with NT data. We initiate at Buy given the very attractive EV."