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Seeker is building a decentralized mobile ecosystem designed to challenge entrenched mobile incumbents through its TEEPin network architecture and community governance. It aims to solve the pain points of centralized app store gatekeeping, lack of developer freedom, and restricted user access to crypto applications. The vision is to create a community-owned platform with decentralized governance, no gatekeepers, direct developer-user access, and TEEPin security architecture.

Saakuru

SKR (Seeker Solana Smartphone Token) is trending after its recent listing on major exchanges and an airdrop to Solana phone users, alongside a promotional offer for a significant discount on Seeker phone purchases when paid with SKR. The community is actively discussing its rapid price appreciation and utility within the Solana mobile ecosystem, while also debating potential profit-taking.

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 Inc (HIMS) is a top trending stock following its earnings release, which presented mixed results and cautious near-term guidance, amplified by ongoing legal and regulatory pressures including a lawsuit from Novo Nordisk and investigations by the FDA, DOJ, and SEC. While some in the community view the stock as oversold, highlighting its share buyback program and long-term growth, many express significant bearish sentiment due to these legal headwinds and concerns over declining gross margins.

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 trending sharply lower after an Anthropic blog post highlighted Claude AI's capabilities in COBOL modernization, sparking market fears about AI disruption to legacy services; however, many in the community view the sell-off as an overreaction, citing IBM's existing AI integrations and comprehensive enterprise solutions.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending amidst a high-stakes bidding war for Warner Bros. Discovery, where a rival's sweetened offer forces Netflix to decide whether to raise its bid or walk away, a decision complicated by heightened DOJ antitrust scrutiny and political pressure. Community sentiment is sharply divided, with many anticipating a stock rebound if Netflix forgoes the deal to shed acquisition-related overhangs.

Amphenol Corp. engages in the design, manufacture, and marketing of electrical, electronic and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products, and specialty cable. It operates through the following segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The Harsh Environment Solutions segment manufactures and markets a broad range of ruggedized interconnect products, including connectors and interconnect systems, printed circuits and printed circuit assemblies, and other products. The Communications Solutions segment focuses on the design, manufacture, and marketing of connector and interconnect systems, including radio frequency, power, fiber optic, and other products, together with antennas. The Interconnect and Sensor Systems segment is involved in the design, manufacture, and marketing of sensors, sensor-based systems, connectors, and value-add interconnect systems. The company was founded by Schmitt J. Arthur in 1932 and is headquartered in Wallingford, CT.

Amphenol Corp. - Ordinary Shares - Class A

Amphenol is trending due to robust earnings results, showcasing strong growth in its AI-driven datacom business and strategic acquisitions. The community is actively discussing its pivotal role as a key infrastructure provider for hyperscalers, viewing recent market dips as prime buying opportunities amidst widespread analyst optimism.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending amid an intense debate over the "AI disruption" narrative, with investors selling off software stocks due to concerns about Anthropic's Claude AI and recent analyst downgrades. Conversely, many in the community contend that CRM is severely undervalued and oversold, pointing to strong financials, potential for significant share buybacks, and its capacity to integrate AI as catalysts for a rebound.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is a major talking point as investors and the community grapple with its perceived undervaluation and high short interest, with recent positive 3-year Elevidys data and potential shifts in the FDA's approach to rare disease approvals fueling optimism for its robust pipeline. However, many express frustration over the stock's persistent price suppression despite strong underlying fundamentals and growing revenue.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trending as Paramount Skydance is reportedly poised to submit a new, enhanced offer, intensifying the takeover battle with Netflix and sparking community discussion around valuation and mounting regulatory complexities.

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 Holdings is surging following strong earnings and optimistic guidance, fueled by robust demand for optical components critical to the rapidly expanding AI data center infrastructure. The community is sharply divided between those celebrating its parabolic rise as a pivotal AI play and others warning of extreme overvaluation and significant insider selling.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending as its strategic pivot from Bitcoin mining to high-margin AI data center operations gains significant analyst validation and new board expertise, following recent moves to exchange mining assets for equity. Community discussions are centered on the transformative potential of its hyperscaler contracts and how upcoming earnings will reflect this shift towards an infrastructure valuation.

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