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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health (HIMS) is sparking heated debate ahead of its Q4 2025 earnings report, as investors weigh the potential for a significant short squeeze against concerns regarding GLP-1 regulatory pressures and recent acquisition impacts. The community is sharply divided between those anticipating an oversold rebound driven by international expansion and others fearing further declines amid competitive and legal challenges.

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 facing a substantial stock drop after Anthropic's Claude AI unveiled new COBOL modernization capabilities, leading to market concerns about its impact on a core legacy business. Yet, community discussion points to this as an overreaction, highlighting IBM's existing partnership with Anthropic and its own robust AI and quantum computing initiatives.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security Solutions is seeing intense discussion following its earnings report and a series of major contract wins in areas like drone engines, hypersonics, and satellite systems, prompting a debate among investors about its valuation and long-term growth. Amidst broader geopolitical tensions, the community remains divided between optimism for its defense tech leadership and concerns over its recent price swings.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond (now Beyond, Inc.) is trending as recent financial results revealed declining revenue and ongoing cash burn, fueling community concerns about its profitability and the leadership of Marcus Lemonis amid new ventures into tokenization and acquisitions.

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 shares are reacting to news that its experimental obesity drug CagriSema did not achieve non-inferiority compared to Eli Lilly's tirzepatide in a recent trial, causing a significant market downturn. The community is sharply divided, with some viewing the sell-off as an irrational overreaction and buying the dip, citing NVO's robust fundamentals and the strong performance of its oral Wegovy pill, while others see it as a clear win for Eli Lilly in the competitive GLP-1 sector.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is trending due to a notable sell-off across the payments sector, sparked by intensifying concerns over AI's potential to disrupt traditional payment models and new regulatory pressures, including proposed credit card interest rate caps. Community discussion is split between panic regarding legacy finance models and those viewing the dip as a strategic buying opportunity for its resilient global network.

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 is experiencing significant trading volume and market chatter as reports circulate about potential takeover interest from various rivals, with some considering a full acquisition and others targeting specific assets. The discussions highlight the company's perceived undervaluation amid its recent struggles, leading to widespread speculation on a possible acquisition price.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

A steep sell-off in Pagaya Technologies shares, occurring despite the company achieving GAAP profitability and projecting future growth, has sparked intense community debate over market manipulation and broader fintech sector weakness. Investors are actively discussing the stock's extreme undervaluation as a potential buying opportunity, even as others express frustration with the conservative management outlook.

Super Group (SGHC) Ltd. is a global digital gaming company, which engages in the global online sports betting and gaming businesses, Betway, a premier online sports betting brand, and Spin, a multi-brand online casino offering. It operates through the following segments: Betway, Spin, and Other. The Betway segment focuses on the ingle brand online sportsbook and online casino focused business with a global footprint and strategic partnerships. The Spin segment relates to the multi-brand online casino focused business with established market leadership in high-growth markets. The company was founded in July 2020 and is headquartered in St. Peter Port, the United Kingdom.

Super Group (SGHC) Limited

Super Group (SGHC) is trending following robust earnings, raised 2025 guidance, and a strategic exit from the U.S. market, with the community enthusiastically discussing its enhanced profitability, international growth, and recent stablecoin launch as potential drivers for a short squeeze.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing intense volatility ahead of its upcoming Q4 earnings, as the stock is caught in a broader software sell-off driven by AI displacement fears, despite recent positive news like its WorkFusion acquisition and industry awards. While bears predict further declines amid general market weakness, the community is actively discussing strong institutional accumulation and the company's agentic AI leadership, with many viewing current prices as a significant buying opportunity.

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Stephens⬆️ $PYXS $8: Micvotabart Pelidotin (MICVO) Phase 1/2 R/M HNSCC Data Preview 
$MRK $BCAX $GILD BGNE $NBTX CRBP 
 
PYXS expects to present preliminary data for their stroma targeting ADC MICVO formerly (PYX-201) by YE25. 
 
Data and clinical updates expected for the following: 
(1) preliminary data from Phase 1 monotherapy dose expansion study in 2L/3L R/M HNSCC patients (post-platinum based chemo &amp; anti-PD(L)-1 and post-EGFR &amp; anti PD(L)-1 arms), 
(2) preliminary data from Phase 1/2 combination dose escalation study of MICVO &amp; KEYTRUDA in 1L/2L+ R/M HNSCC patients, and 
(3) next steps in the clinical development plan for MICVO for R/M HNSCC. 
 
We expect PYXS to build on previous data reported for MICVO monotherapy, ORR of~50% for n=6 R/M HNSCC (see note here). 
 
We have updated our model to reflect our growing conviction around MICVO and its potential to be a competitive treatment option for R/M HNSCC. This has resulted in our PT increasing to $8 (from $5), while reiterating our OW/Vol. rating.

Guggenheim⬆️ $PYXS&#39;s PT to $7 from $5, reiterated at a Buy, and said, PYXS&#39; planned 4Q25 MICVO phase 1 data update is now going to be more robust and answer important investor questions about its competitive positioning in HNSCC. 
$MRK $CRBP 
Guggenheim went on to say:

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Nanobiotix - ADR

 $8: Micvotabart Pelidotin (MICVO) Phase 1/2 R/M HNSCC Data Preview 


 CRBP 
 
PYXS expects to present preliminary data for their stroma targeting ADC MICVO formerly (PYX-201) by YE25. 
 
Data and clinical updates expected for the following: 
(1) preliminary data from Phase 1 monotherapy dose expansion study in 2L/3L R/M HNSCC patients (post-platinum based chemo & anti-PD(L)-1 and post-EGFR & anti PD(L)-1 arms), 
(2) preliminary data from Phase 1/2 combination dose escalation study of MICVO & KEYTRUDA in 1L/2L+ R/M HNSCC patients, and 
(3) next steps in the clinical development plan for MICVO for R/M HNSCC. 
 
We expect PYXS to build on previous data reported for MICVO monotherapy, ORR of~50% for n=6 R/M HNSCC (see note here). 
 
We have updated our model to reflect our growing conviction around MICVO and its potential to be a competitive treatment option for R/M HNSCC. This has resulted in our PT increasing to $8 (from $5), while reiterating our OW/Vol. rating.