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SPY is trending due to rising market anxiety over significant AI disruption impacting software and cybersecurity stocks, coupled with escalating geopolitical tensions from potential new US tariffs and military action in Iran. The community is actively discussing impending NVDA earnings and Bitcoin volatility as key factors influencing the S&P 500's uncertain path.

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 is trending as solid revenue and subscriber growth from its recent earnings are weighed against community concerns over squeezed margins and ongoing legal and regulatory challenges, particularly regarding its compounded GLP-1 offerings, fueling intense debate between bulls and bears.

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 after a sharp stock decline, triggered by an Anthropic blog post touting its AI's ability to automate COBOL modernization, which has ignited community debate over whether this represents a fundamental AI disruption to IBM's legacy services or an overreaction creating a significant buying opportunity.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending due to its global collaboration with Astellas on the VIR-5500 oncology program, which includes $335 million in upfront and near-term payments and up to $1.37 billion in potential milestones. This deal, coupled with positive Phase 1 clinical data, has the community buzzing about significant financial terms and a potential short squeeze, although some caution against a typical post-news pullback.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is experiencing an "AI scare trade" sell-off following a Citrini Research report suggesting AI agents could disrupt its core interchange revenue model, sparking widespread community debate. While some fear a paradigm shift for legacy finance, others are actively buying the dip, dismissing the threat as overblown given Mastercard's own AI integration efforts, strong earnings, and recent share repurchase program.

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 (PYPL) is trending following reports of unsolicited takeover interest, with potential suitors reportedly considering acquiring the entire company or specific assets like Venmo. The community is actively discussing the company's perceived undervaluation, anticipating a significant buyout premium given its robust financials and extensive user base.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending due to significant market fears that AI, specifically new tools like Google's Project Genie, poses an existential threat to its game engine business, despite a recent Q4 earnings beat and ongoing internal AI development. The community is sharply divided, with some anticipating further declines while others believe the sell-off is overblown and see Unity's robust ecosystem and upcoming AI features as a strong counter to the disruption narrative.

Invesco Capital Management LLC - Invesco India ETF

Invesco India ETF

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iShares India 50 ETF

WisdomTree Trust - WisdomTree India Earnings Fund

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