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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 is facing intense scrutiny and a sharp sell-off after discontinuing its oral weight-loss pill amidst regulatory warnings and competitive pressure from Novo Nordisk; while bears predict further declines, the community is debating potential for a short squeeze given deeply oversold conditions, high short interest, and the company's broader health and wellness growth initiatives.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart ($WMT) is a hot topic ahead of its upcoming Q4 earnings report, with its recent trillion-dollar market cap and strong e-commerce growth driving excitement. However, a high valuation is fueling a split in community sentiment, as investors weigh its defensive appeal against concerns of a potential pullback after its significant run.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is experiencing a significant surge following the European Commission's conditional marketing authorization for its Anktiva bladder cancer immunotherapy, expanding its global reach to 33 countries and intensifying community speculation about a massive short squeeze. Investors are actively discussing the company's rapid international expansion, including recent Saudi approvals and upcoming developments hinted at by Dr. Pat, believing Anktiva's broad potential could drive substantial future growth and further pressure short positions.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending with high volatility following its earnings report, where an Adjusted EBITDA miss and concerns over profits heavily reliant on non-cash benefits are driving intense community discussion regarding accounting quality and allegations of related-party dealings.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending as the community debates its continuous stock decline and management issues, with many anticipating negative news around its upcoming earnings, while a smaller contingent holds out hope for a short squeeze or positive developments from its new mid-size vehicle platform.

Lemonade, Inc. is a holding company, which engages in the provision of insurance services. The firm's products include renters and homeowners insurance, and pet insurance. It offers insurance coverage under the homeowners multi-peril, inland marine, and general liability lines of business. The company was founded by Daniel Asher Schreiber and Shai Wininger on June 17, 2015 and is headquartered in New York, NY.

Lemonade Inc

Lemonade is seeing active discussion following a strong earnings report that highlighted accelerating growth, improved underwriting, and narrowing losses, boosting confidence in its trajectory. Community excitement is also fueled by its innovative offer of a substantial insurance discount for Tesla FSD users, leading to anticipation of market expansion and a potential short squeeze.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is experiencing significant market attention and community debate following its Q4 earnings; despite mixed results and a cautious Q1 outlook, the stock saw a notable surge, leading to discussions about the company's strong underlying Gross Order Volume and strategic investments versus concerns over valuation and conflicting analyst price target adjustments.

B2Gold Corp. is an exploration company, which engages in the acquisition and development of mineral properties. It operates through the following segments: Fekola Mine, Fekola Regional, Masbate Mine, Otjikoto Mine, Goose Project, Other Mineral Properties, and Corporate and Other. The Fekola Regional segment consists of Bantako North, Menankoto, Dandoko, and Bakolobi properties. The Other Mineral Properties segment focuses on the company interests in mineral properties which are at various stages of exploration and evaluation. The Corporate and Other segment includes the corporate operations. The company was founded by Mark Anthony Corra, Thomas A. Garagan, Clive Thomas Johnson, and Roger Thomas Richer on November 30, 2006 and is headquartered in Vancouver, Canada.

B2gold Corp

B2Gold is a major talking point after its earnings report and 2026 guidance, which led to a stock decline due to an EPS miss against analyst expectations and concerns about higher 2026 All-In Sustaining Costs. The community is actively debating, with many criticizing management's execution while others emphasize strong annual revenue and the company's undervaluation in a high gold price environment.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing a significant rally following an impressive earnings beat and robust 2026 guidance, fueling community debate on whether its strategic AI integrations, like the Anthropic partnership, are proving the resilience of SaaS against obsolescence fears.

Deere & Co. engages in the manufacture and distribution of equipment used in agriculture, construction, forestry, and turf care. It operates through the following segments: Agriculture and Turf, Construction and Forestry, and Financial Services. The Agriculture and Turf segment focuses on the distribution and manufacture of a full line of agriculture and turf equipment and related service parts. The Construction and Forestry segment offers machines and service parts used in construction, earthmoving, road building, material handling and timber harvesting. The Financial Services segment finances sales and leases by John Deere dealers of new and used agriculture and turf equipment and construction and forestry equipment. The company was founded by John Deere in 1837 and is headquartered in Moline, IL.

Deere & Co.

Deere & Co

Deere & Co. is trending after reporting stronger-than-expected Q1 earnings and raising its fiscal year 2026 net income forecast, fueled by recovering demand in small agriculture and construction. While some in the community applaud its innovation in precision agriculture and a potential new growth cycle, others remain cautious about its valuation, ongoing weakness in large agriculture, and the impact of tariffs on the sector.

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Cantor reiterated Top Pick $IDYA at an Overweight rating heading into Ideaya&#39;s topline PFS readout from the Ph2/3 OptimUM-02 trial in 1L MUM (metastatic uveal melanoma) slated for the last week of March. 
$IMCR $REPL $BMY $PFE GILD AMGN GSK MRK DCTH 
Here&#39;s what Cantor said in its note to investors: https://x.com/Quantumup1/status/2024134420320374998?s=20

Cantor reiterated Top Pick $IDYA at an Overweight rating heading into Ideaya's topline PFS readout from the Ph2/3 OptimUM-02 trial in 1L MUM (metastatic uveal melanoma) slated for the last week of March.$IMCR $REPL BMY PFE GILD AMGN GSK MRK DCTHCantor said in its note to... https://t.co/QZ8lEaa22c

X (Formerly Twitter)

quantumup on X (formerly Twitter): "Cantor reiterated Top Pick $IDYA at an Overweight rating heading into Ideaya's topline PFS readout from the Ph2/3 OptimUM-02 trial in 1L MUM (metastatic uveal melanoma) slated for the last week of March.$IMCR $REPL B...

Citizens reiterated $IDYA Market Outperform /$45 
$XBI $IMCR REPL $GILD AMGN GSK BMY MRK $PFE 
Citizens said in its note: 
Positive mPFS data from the Ph2 portion of the registrational study in HLA negative mUM will enable accelerated approval filing for the darovasertib + crizotinib combination in the U.S. 
IDYA&#39;s mUM program has FDA Fast Track and 
Orphan Drug Designation, which has the potential for meaningfully shortened regulatory timelines. 
 
This is a key catalyst for IDYA shares in 2026 and will mark the transition to a commercial-stage company. 
 
Shares have only appreciated 14.9% (vs. 17% XBI) since SMRC incrementally de-risked the OS readout in mUM; +23% (vs. +34% XBI) since the PFS readout in neo-adjuvant at ESMO. 
We believe this leaves significant upside on the table given the data and into the binary catalyst. 
 
We have strong confidence in a positive readout (90% POS) and shares could gain between 10%-25% in our view.

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 at an Overweight rating heading into Ideaya's topline PFS readout from the Ph2/3 OptimUM-02 trial in 1L MUM (metastatic uveal melanoma) slated for the last week of March. 


 GILD AMGN GSK MRK DCTH 
Here's what Cantor said in its note to investors: 