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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 Health (HIMS) is sparking heated debate ahead of its Q4 2025 earnings report, as investors weigh the potential for a significant short squeeze against concerns regarding GLP-1 regulatory pressures and recent acquisition impacts. The community is sharply divided between those anticipating an oversold rebound driven by international expansion and others fearing further declines amid competitive and legal challenges.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security Solutions is seeing intense discussion following its earnings report and a series of major contract wins in areas like drone engines, hypersonics, and satellite systems, prompting a debate among investors about its valuation and long-term growth. Amidst broader geopolitical tensions, the community remains divided between optimism for its defense tech leadership and concerns over its recent price swings.

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 facing a substantial stock drop after Anthropic's Claude AI unveiled new COBOL modernization capabilities, leading to market concerns about its impact on a core legacy business. Yet, community discussion points to this as an overreaction, highlighting IBM's existing partnership with Anthropic and its own robust AI and quantum computing initiatives.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond (now Beyond, Inc.) is trending as recent financial results revealed declining revenue and ongoing cash burn, fueling community concerns about its profitability and the leadership of Marcus Lemonis amid new ventures into tokenization and acquisitions.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk shares are reacting to news that its experimental obesity drug CagriSema did not achieve non-inferiority compared to Eli Lilly's tirzepatide in a recent trial, causing a significant market downturn. The community is sharply divided, with some viewing the sell-off as an irrational overreaction and buying the dip, citing NVO's robust fundamentals and the strong performance of its oral Wegovy pill, while others see it as a clear win for Eli Lilly in the competitive GLP-1 sector.

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 trending due to a notable sell-off across the payments sector, sparked by intensifying concerns over AI's potential to disrupt traditional payment models and new regulatory pressures, including proposed credit card interest rate caps. Community discussion is split between panic regarding legacy finance models and those viewing the dip as a strategic buying opportunity for its resilient global network.

Super Group (SGHC) Ltd. is a global digital gaming company, which engages in the global online sports betting and gaming businesses, Betway, a premier online sports betting brand, and Spin, a multi-brand online casino offering. It operates through the following segments: Betway, Spin, and Other. The Betway segment focuses on the ingle brand online sportsbook and online casino focused business with a global footprint and strategic partnerships. The Spin segment relates to the multi-brand online casino focused business with established market leadership in high-growth markets. The company was founded in July 2020 and is headquartered in St. Peter Port, the United Kingdom.

Super Group (SGHC) Limited

Super Group (SGHC) is trending following robust earnings, raised 2025 guidance, and a strategic exit from the U.S. market, with the community enthusiastically discussing its enhanced profitability, international growth, and recent stablecoin launch as potential drivers for a short squeeze.

Keysight Technologies, Inc. engages in the provision of electronic design and test solutions that are used in the design, development, manufacture, installation, deployment, validation, optimization, and secure operation of electronics systems to communications, networking, and electronics industries. It operates through the Communications Solutions Group (CSG) and Electronic Industrial Solutions Group (EISG) segments. The CSG segment serves customers spanning the global commercial communications and aerospace, defense, and government end markets. The EISG segment offers test and measurement solutions across electronic industrial end markets, focusing on applications in the automotive, and energy industry and measurement solutions for semiconductor design and manufacturing, consumer electronics, education, and general electronics manufacturing. The company was founded by William R. Hewlett and David Packard in 1937 and is headquartered in Santa Rosa, CA.

Keysight Technologies Inc

Keysight Technologies is trending after reporting robust earnings and an optimistic outlook, driven by strong performance in AI data centers, 5G/6G technologies, and aerospace/defense. The community is actively discussing the company's successful pivot towards software and strategic acquisitions, fueling bullish sentiment.

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 experiencing significant trading volume and market chatter as reports circulate about potential takeover interest from various rivals, with some considering a full acquisition and others targeting specific assets. The discussions highlight the company's perceived undervaluation amid its recent struggles, leading to widespread speculation on a possible acquisition price.

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 under significant pressure due to widespread fear that advanced AI models, specifically Anthropic's Claude, will disrupt and render traditional enterprise software obsolete. While many in the community view this as an irrational, overblown panic creating buying opportunities, others warn of a lasting structural shift for the software industry.

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