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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is facing a dual narrative of potential engineering delays for its first foldable iPhone and a high-stakes patent dispute in China, both of which are keeping the stock under intense scrutiny. Community sentiment is deeply divided, with some investors focused on potential short-term volatility and others treating these challenges as buying opportunities amidst broader concerns about the company's long-term innovation trajectory.

Hertz Global Holdings, Inc. engages in the vehicle rental business through the Hertz, Dollar, and Thrifty brands. It operates under the Americas Rental Car (RAC) and International Rental Car (RAC) segments. The Americas RAC segment focuses on operations in the United States, Canada, Latin America, and the Caribbean. The International RAC segment includes the provision of rental and sales of vehicles and value-added services in other locations. The company was founded in 1918 and is headquartered in Estero, FL.

Hertz Global Holdings Inc. - Ordinary Shares (New)

Hertz Global Holdings Inc

Hertz is currently experiencing significant momentum as investors watch for a potential short squeeze, fueled by heavy call buying and speculation regarding Bill Ackman's active stake. The community is actively debating the company's turnaround progress, with many focusing on critical resistance levels near $6 and the possibility of a breakout supported by increased volume and bullish options flow.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is currently the focus of intense investor debate and volatility as the market reacts to the massive debt load associated with the proposed Warner Bros. Discovery acquisition. While bearish sentiment remains high due to ongoing dilution concerns and regulatory scrutiny, a vocal community of long-term bulls continues to advocate for the stock, framing it as a deep-value turnaround play that will ultimately benefit from significant content consolidation and technological synergy.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group shares are rallying as the market responds to a finalized Medicare Advantage payment policy that sets 2027 annual increases higher than analyst expectations. The broader healthcare sector is seeing relief as this policy update eases concerns over regulatory and margin pressures, leading to significant community discussion around a potential short squeeze and a long-term recovery for the stock.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently experiencing significant downward pressure as market participants react to bearish analyst downgrades, concerns regarding weakening EV demand, and uncertainty surrounding the upcoming SpaceX IPO. The community remains deeply divided, with some investors viewing the price decline as a buying opportunity while others express skepticism over the company's long-term growth and leadership, leading to intense debate over the stock's high valuation multiples.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is facing intense volatility and downward pressure as shareholders express deep frustration over the stock's significant decline from its recent highs, exacerbated by ongoing insider selling and broader sector rotation out of high-multiple software names. Community discussion is dominated by debates over valuation concerns and skepticism toward management, with investors divided between those capitulating on their positions and those viewing the sell-off as a long-term bargain opportunity ahead of upcoming earnings and industry-specific catalysts.

FUST (Fusion token) is the companion token of FUSD - with tokenomics which mirror those of a typical cryptocurrency. FUST can be placed in the FUST Fusion Miner and used to mine free FUSD. FUST has tokenomics which mirror those of a typical cryptocurrency, and allows those Degens who buy into the FUSD philosophy - but who also enjoy the thrill of chasing fast green candles - to make their play within the structure of the FUSD ecosystem and benefit from the best of both worlds; the possibility of a fast ride upwards whilst earning a passive income paid in our appreciating stable token courtesy of their FUST bag.

FUST Token

The community is actively discussing the $FUST ecosystem and its native $FUSD stablecoin, highlighting growing utility through mining rewards, an upcoming NFT platform integration, and a community giveaway. Investors are increasingly focused on the project's shift toward a self-sustaining model that prioritizes passive income generation over pure price speculation.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as investors react to the company's $14.2 billion move to buy back a 49% stake in its Fab 34 facility, signaling a push for long-term manufacturing control and fiscal discipline. The community remains divided, with bulls pointing to the foundry comeback and AI infrastructure potential, while others express concerns over macro volatility, geopolitical risks in the Middle East, and the impact of government policy on semiconductor sentiment.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The crow with knife community is actively hyping the token as a top meme contender, citing its multichain presence and built-in burn mechanism as key drivers for long-term growth. Investors are rallying behind the project's grassroots building efforts, positioning the asset as a high-potential alternative to established meme coins.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is experiencing intense market volatility as investors weigh fundamental concerns against the potential for a significant short squeeze fueled by high short interest and institutional positioning. The community is sharply divided, with some traders targeting the stock for major upside based on historical squeeze patterns while others anticipate a sharp correction due to broader sector headwinds.

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Cantor reit&#39;d Top Pick $IDYA at OW. 
$IMCR $IMTX BMY REPL 
IDEAYA has guided to a progression-free survival (PFS) readout from the Ph2/3 OptimUM-02 trial of darovasertib (daro; PKC inhibitor) in 1L metastatic uveal melanoma (MUM) by the last week of March. 
A positive outcome could support accelerated approval in HLA-A2-negative MUM patients, and de-risk daro&#39;s potential in uveal melanoma more broadly, including in neoadjuvant, adjuvant, and HLA-agnositic disease. 
 
Based on our recent investor survey on the PFS topline, most are expecting a positive outcome. The strength of the PFS benefit will likely dictate the stock reaction. 
 
We view PFS &gt;7 months as an upside scenario for shares (+30%). We also expect investors to use the PFS readout as an early indicator for overall survival (OS) in OptimUM-02, which could support full approval. Our investor survey suggests expectations for OS are more mixed. As such, a strong PFS benefit could alleviate concerns ahead of the interim OS analysis in 2027.

SJTD

Truist reiterated $IDYA Buy/$60 
$RVMD $TNGX IMRX $BMY $AMGN 
Here&#39;s what Truist said in its note: https://x.com/Quantumup1/status/2031005706770350568?s=20

Truist reiterated $IDYA Buy/$60$RVMD TNGX IMRX BMY GSK $AMGNTruist said-This morning, IDYA disclosed enrollment of the first patient into the ph.I study of IDE892, a PRMT5i in MTAP-deleted solid tumors e.g. NSCLC and pancreatic cancer. IDE892 represents IDYA's second... https://t.co/ESA5sWHV6L

quantumup on X (formerly Twitter): "Truist reiterated $IDYA Buy/$60$RVMD TNGX IMRX BMY GSK $AMGNTruist said-This morning, IDYA disclosed enrollment of the first patient into the ph.I study of IDE892, a PRMT5i in MTAP-deleted solid tumors e.g. NSCLC and...

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Ideaya Biosciences Inc

Revolution Medicines Inc

Tango Therapeutics Inc

Bristol-Myers Squibb Co.

AMGEN Inc.

Quantumup

Citizens reiterated $IDYA Market Outperform; $45 
$PFE $XBI XLO IBRX 
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 Designations, which have the potential for meaningfully shortened regulatory timelines. 
 
We believe this is a key catalyst for IDYA shares in 2026 that will mark the transition to a commercial-stage company. 
 
Shares have only appreciated 12% (vs. +11% for XBI) since SMRC incrementally de-risked the OS readout in mUM, and since the PFS readout in neoadjuvant 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 believe shares could gain 10-30%.

Immunocore Holdings PLC - ADR

Immatics N.V

 BMY REPL 
IDEAYA has guided to a progression-free survival (PFS) readout from the Ph2/3 OptimUM-02 trial of darovasertib (daro; PKC inhibitor) in 1L metastatic uveal melanoma (MUM) by the last week of March. 
A positive outcome could support accelerated approval in HLA-A2-negative MUM patients, and de-risk daro's potential in uveal melanoma more broadly, including in neoadjuvant, adjuvant, and HLA-agnositic disease. 
 
Based on our recent investor survey on the PFS topline, most are expecting a positive outcome. The strength of the PFS benefit will likely dictate the stock reaction. 
 
We view PFS >7 months as an upside scenario for shares (+30%). We also expect investors to use the PFS readout as an early indicator for overall survival (OS) in OptimUM-02, which could support full approval. Our investor survey suggests expectations for OS are more mixed. As such, a strong PFS benefit could alleviate concerns ahead of the interim OS analysis in 2027.