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Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining Inc. is trending as it strategically pivots from Bitcoin mining to high-performance computing data centers, rebranding as Cipher Digital and securing substantial contracts with hyperscalers like AWS and Google. The community is highly bullish, largely dismissing a recent earnings miss as backward-looking while focusing on the future as an AI infrastructure play, a sentiment reinforced by Morgan Stanley's $38 price target.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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

Advanced Micro Devices is seeing significant buzz following its multi-year strategic partnership with Meta to deploy AMD Instinct GPUs for AI infrastructure, igniting investor excitement for its strengthened AI position, though some community members are debating the implications of performance-based share warrants included in the deal.

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 trending following a major collaboration deal with Astellas Pharma for its prostate cancer asset, which includes significant upfront and milestone payments, coupled with encouraging Phase 1 trial data. Community discussion is split between bullish sentiment for a long-term breakthrough and skepticism anticipating a typical biotech 'sell the news' reaction due to the early development stage.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is a central topic of discussion as its critical role in AI infrastructure, particularly in custom accelerators and networking for hyperscalers, positions it for significant growth. The community is keenly anticipating its upcoming earnings report, with expectations for substantial AI revenue expansion despite recent market volatility.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit's new partnership with Anthropic to embed AI agents into its financial products is driving intense community discussion, with some viewing it as a significant tailwind while others debate AI's disruptive impact on the broader SaaS sector, leading many to see the stock as oversold amidst recent declines.

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 the cybersecurity sector experiences a significant sell-off, sparked by investor fears that Anthropic's new Claude AI security tool could disrupt traditional software models. The community remains divided, with some selling on concerns of AI-driven obsolescence while others view the downturn as an overreaction and a buying opportunity, asserting AI will ultimately increase demand for robust cybersecurity.

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 amidst a significant sell-off, sparked by concerns that new AI tools from Anthropic could disrupt its legacy COBOL modernization business, though many in the community view this as an overreaction given IBM's own extensive AI capabilities and enterprise partnerships. The discussion centers on whether this perceived AI disruption is a fundamental threat or an opportune "buy the dip" moment for the tech giant, which also boasts strong hybrid cloud and quantum computing leadership.

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 trending after reporting Q4 earnings and revenue beats, though its cautious forward guidance is fueling community debate. While professional customer demand remains solid, investors are grappling with concerns about overall consumer spending on large home improvement projects and a subdued housing market.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

The semiconductor giant is a major topic as its highly anticipated earnings report approaches, with community discussion fueled by Meta's recent AI chip deal with competitor AMD. While some view the AMD deal as a sign of diversifying competition, many believe it underscores NVIDIA's unrivaled demand, leading to split predictions for its market reaction.

Palvella Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which focuses on developing and commercializing novel therapies to treat patients suffering from serious, rare genetic skin diseases for which there are no FDA-approved therapies. It develops a pipeline of treatments for rare genetic skin diseases using its patented QTORIN platform. The company was founded in 2015 and is headquartered in Wayne, PA.

Palvella Therapeutics Inc.

Palvella Therapeutics Inc

Palvella Therapeutics is trending after announcing positive topline results from its Phase 2 TOIVA trial for cutaneous venous malformations, sparking numerous analyst upgrades and significantly increased price targets, as the community anticipates further data readouts for its promising QTORIN rapamycin pipeline in rare skin diseases.

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Raymond James reiterated $COGT at a Strong Buy rating, $30 price target and said, remain Strong Buy rated on $COGT shares and highlight herein some additional commentary following our Strategy Series chat with CEO Andy Robbins last week. 
 
With three important bezuclastinib 4Q25 catalysts on tap (pivotal PEAK P3 data in GIST, pivotal APEX P2 data in AdvSM and bezu&#39;s NonAdvSM NDA filing), this name has been the subject of meaningful inbound investor interest. 
 
On that note, we reviewed the set-up into PEAK (notably the pre-specified number of progression events have not yet been reached), and APEX, as well as commercial planning for the anticipated NonAdvSM 3Q/4Q26 approval/launch. 
 
Bottom line, we continue to view bezuclastinib as a best-in-class agent in systemic mastocytosis and continue to like the chances for a positive PEAK readout in GIST, unlocking a $1.5B revenue opportunity that we currently do not model. 
 
$BPMC - $SNY

Pogi

Snoopy Dawgin

Guggenheim⬆️the PT on $COGT to $20 from $17 and reiterated at a Buy. 
$PFE $NVS 
BMPC - $SNY $CLDX DCPH - OPHLY SNDX  
Guggenheim said in its note:

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Cogent Biosciences Inc

Pfizer Inc

Novartis AG

Sanofi-Aventis

Celldex Therapeutics Inc.

Quantumup

Stifel⬆️ $COGT to Buy/$40 from Hold/$16 
$PFE $GSK $OPHLY 
Stifel said in its note: 
Today, COGT reported overwhelmingly positive results in the Ph3 PEAK study of bezuclastinib plus sunitinib vs. sunitinib alone in 2L GIST patients. 
 
Upgrading to Buy rating and raising TP to $40.  
 
The combination arm PFS of 16.5 months is significantly higher than investor expectations (11-12 months) and our &gt;13 month bar to get more constructive. 
 
This result also helps ward off competitive pressure from IDRX/GSK, which at CTOS reported a Ph1 PFS of 15 months in 2L GIST (see here). 
 
We update our model to reflect broad utilization of the combination in GIST (~$1.1B global peak sales for 2L GIST), give additional ex-US credit, and to reflect M&amp;A premium in our TP. We now value COGT at ~4x EV/5yr forward sales, which is in line with recent biotech M&amp;A of (~4-5x deal value/5yr forward sales).

Blueprint Medicines Corp

 at a Strong Buy rating, $30 price target and said, remain Strong Buy rated on 

 shares and highlight herein some additional commentary following our Strategy Series chat with CEO Andy Robbins last week. 
 
With three important bezuclastinib 4Q25 catalysts on tap (pivotal PEAK P3 data in GIST, pivotal APEX P2 data in AdvSM and bezu's NonAdvSM NDA filing), this name has been the subject of meaningful inbound investor interest. 
 
On that note, we reviewed the set-up into PEAK (notably the pre-specified number of progression events have not yet been reached), and APEX, as well as commercial planning for the anticipated NonAdvSM 3Q/4Q26 approval/launch. 
 
Bottom line, we continue to view bezuclastinib as a best-in-class agent in systemic mastocytosis and continue to like the chances for a positive PEAK readout in GIST, unlocking a $1.5B revenue opportunity that we currently do not model. 
 
