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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 as reports surface of unsolicited takeover interest from rivals, some eyeing the entire company while others target specific assets like Venmo or Braintree following its significant stock slump. The community is actively debating potential buyers and buyout prices, largely driven by the belief that the fintech giant is fundamentally undervalued given its substantial free cash flow and ongoing share buyback program.

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 amid an industry-wide selloff in cybersecurity stocks, driven by investor concerns following Anthropic's new "Claude Code Security" tool. However, many in the community and analysts argue this is an overreaction, asserting that AI will enhance, not replace, the critical enterprise security solutions provided by companies like CrowdStrike.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending after reporting overwhelmingly positive Phase 2 clinical trial results for sonelokimab in axial spondyloarthritis, demonstrating significant efficacy and potential disease modification ahead of its Investor Day. Despite this "game-changing" data and the company's strong cash runway, the community is actively discussing market "sell the news" behavior and perceived manipulation amidst significant short interest.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is experiencing heightened trading activity following the FDA approval of its BYSANTI drug for bipolar I disorder and schizophrenia, which notably secured New Chemical Entity status and patent protection until 2044. The community is buzzing with discussions about the stock's significant undervaluation, pointing to its strengthened pipeline and past rejected buyout offers, fueling expectations for a substantial re-rating and potential M&A interest from larger pharmaceutical companies.

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 a major talking point as its impending earnings report follows recent news of a 12% workforce reduction, fueling intense community debate over the stock's persistent new all-time lows and the company's financial outlook in the competitive EV sector.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is a major talking point as President Trump files a $5 billion lawsuit against the bank and CEO Jamie Dimon, alleging politically motivated account closures, a move that follows Dimon's public criticism of Trump's proposed credit card rate cap and fuels community debate over broader financial sector pressures.

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 (INTU) is a hot topic as it experiences a dramatic sell-off, with its stock plummeting due to widespread market fears that generative AI will significantly disrupt its core tax and accounting software businesses. Community discussion, however, is sharply divided, with many viewing the heavily oversold conditions as a prime buying opportunity, believing AI will enhance rather than replace Intuit's strong ecosystem ahead of its upcoming earnings.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF ($IGV) is experiencing a significant sell-off and hitting new lows, fueled by widespread community fear that Anthropic's Claude AI tools will disrupt and replace traditional software. This "SaaS-pocalypse" is sparking intense debate among investors over whether the market's aggressive reaction is an overblown narrative or a fundamental threat.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is facing intense selling pressure, hitting new lows, as the cybersecurity sector grapples with fears that AI tools like Anthropic's Claude Code Security could disrupt existing solutions, prompting community debate between panic selling and 'buy the dip' opportunities ahead of its earnings report.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as the broader software sector sell-off weighs heavily, prompting community debate on whether market fears about AI's disruptive potential are irrationally impacting this AI-driven marketing platform ahead of its highly anticipated earnings report. Despite a consistent streak of financial beats and a proprietary data "moat", investors are grappling with extreme volatility and a perceived disconnect between strong fundamentals and current stock performance.

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Gossamer Bio Inc

Ryan

@Rmnjnc I just bought it. Stumbled upon it on some article may been seeking alpha or something but it was also recommended by Black Rock itself they were touting it as their best idea and that was in January anyway on further investigation looks pretty solid and the rotation seems to be working because although it&#39;s reaching highs equal to that of the NAS today it is barely down

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 I just bought it. Stumbled upon it on some article may been seeking alpha or something but it was also recommended by Black Rock itself they were touting it as their best idea and that was in January anyway on further investigation looks pretty solid and the rotation seems to be working because although it's reaching highs equal to that of the NAS today it is barely down