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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 amid intense community discussion around its unusually delayed earnings report. Speculation ranges from a significant beat or potential M&A, fueled by its key role in AI infrastructure, to concerns following recent competitor performance.

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 after its earnings report, which showcased a beat on revenue and EPS with strong data center segment growth driven by AI, yet the stock experienced a familiar post-earnings sell-off. The community is actively discussing whether the company's outlook sufficiently met high expectations and if its valuation is justified amidst broader semiconductor sector dynamics.

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 Mexican Grill is trending as its recent earnings, while beating on EPS and revenue, included flat comparable restaurant sales guidance for the next fiscal year, fueling community debate about whether this presents a buying opportunity or a concern for its growth trajectory amid ongoing discussions about customer experience and new strategic initiatives.

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 trending after reporting disappointing results and soft long-term guidance, coupled with an unexpected CEO transition. The community is debating if the stock is a value trap or deeply oversold, as new leadership is tasked with navigating stalling growth and intense fintech competition.

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 generating buzz following a stronger-than-expected earnings report and a solid cash position, sparking significant community chatter about a potential short squeeze given the high short interest. While new product introductions and cost-cutting initiatives underscore a long-term turnaround, this optimism is tempered by cautious near-term guidance and broader solar market headwinds.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending following a significant earnings beat and substantial debt reduction from its completed AT&T fiber sale, fueling community debate about its accelerated pivot to AI-driven enterprise networking amidst initial stock volatility and the departure of its CTO.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Two Interactive is trending as its recent earnings report delivered strong revenue and booking beats, crucially reaffirming the November 2026 release date for the highly anticipated Grand Theft Auto VI, driving community optimism and overshadowing earlier concerns about AI's impact on game development.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum is experiencing strong momentum after reporting an impressive earnings beat and robust forward guidance, driven by surging demand for its optical solutions within AI infrastructure; the community is actively discussing its valuation and growing importance in the AI networking sector.

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 faces highly divided investor sentiment, grappling with concerns over a Chinese regulatory directive impacting its VMware software business alongside strong optimism for its custom AI silicon, integral to hyperscalers and Google's TPUs, as the community debates its lagging performance against broader semiconductor sector strength.

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 trending sharply lower after surprising investors with a significantly reduced 2026 sales and profit outlook, citing pricing pressures and rising competition, particularly from Eli Lilly. While many express shock, a segment of the community views this as an overreaction and a buying opportunity, highlighting robust demand for GLP-1s, strong early uptake of its oral Wegovy pill, and a newly announced share repurchase program.

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Leerink y&#39;day⬆️ $IMTX&#39;s PT to $17 from $16 and reiterated at an Outperform rating. 
$IMCR $IDYA $GILD AZN AMGN $IOVA 
Here&#39;s what Leerink said in its research note: https://x.com/Quantumup1/status/1996972164738691486?s=20

Liana Preston

niueyc

Jim DeStefano

Lucas

Leerink y'day⬆️ $IMTX's PT to $17 from $16 and reiterated at an Outperform rating.$IMCR $IDYA GILD AZN AMGN IOVALeerink said in its research note-we conducted a deeper dive into the opportunity for anzu-cel in cutaneous melanoma to frame our views ahead of the Phase III... https://t.co/tMy68qyjMa

X (Formerly Twitter)

quantumup on X (formerly Twitter): "Leerink y'day⬆️ $IMTX's PT to $17 from $16 and reiterated at an Outperform rating.$IMCR $IDYA GILD AZN AMGN IOVALeerink said in its research note-we conducted a deeper dive into the opportunity for anzu-cel in cutane...

BofA⬆️ $IMTX&#39;s PT to $14 from $12, reiterated at Buy, and said, PRAME Franchise Continues to Deliver Ahead of SUPRAME Pivotal Data 
$IMCR $GILD 
BofA added 
We continue to like Immatics&#39; PRAME franchise which we&#39;d argue is coming into its own with recent bispecific data adding another key player to the franchise. 
 
Immatics remains well-capitalized ($505.8M in cash, runway into 2H27e) to support pipeline developments and reach a potential launch for IMA203 (guided for 2H27e). 
 
The nearest-term data catalyst will be IMA203CD8 
(to be presented on Dec. 11th at the ESMO Immunooncology Congress) where we&#39;ll be looking for enhanced activity/durability to support movement into other PRAME cancers. 
 
That said, we&#39;ll also be watching updates from IMA402 and IMA401 ahead of the IMA203 pivotal data. We reiterate Buy and lift our PO to $14 (from $12) as we update PoS for bispecific programs and OpEx trends.

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Immatics N.V

Immunocore Holdings PLC - ADR

Gilead Sciences, Inc.

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Ideaya Biosciences Inc

Iovance Biotherapeutics Inc

's PT to $17 from $16 and reiterated at an Outperform rating. 


 
Here's what Leerink said in its research note: 