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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is experiencing a dramatic surge to new 52-week highs, driven by high call option activity and a substantial short interest, sparking widespread anticipation of an intensifying gamma and short squeeze. The community is actively discussing the company's momentum as a commercial-stage leader in cancer treatment, with many seeing potential for significant long-term wealth creation.

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 is experiencing significant investor debate following its earnings report, which highlighted robust subscriber growth and revenue but also a cautious short-term outlook and escalating regulatory and legal challenges regarding its GLP-1 weight loss business. This has created a divided community, with many anticipating a short squeeze while others fear continued downside from legal pressures.

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 actively discussed following its substantial collaboration with Astellas Pharma for a prostate cancer immunotherapy, fueled by positive early clinical data and robust financial results, sparking community debate about its valuation and potential for a short squeeze amidst a tight share float.

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 is trending following a strong earnings report and multiple new contract wins across its hypersonics, drone defense, and space system segments. The community is actively debating its valuation amidst significant analyst upgrades and widespread optimism for its role in rapidly expanding defense programs.

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 amidst debate over whether Anthropic's Claude Code truly threatens its COBOL modernization business, as the stock experienced a significant drop, though many in the community believe it's an overreaction given IBM's existing AI capabilities, strategic partnerships, and robust enterprise solutions in hybrid cloud and AI consulting.

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 a major talking point ahead of its anticipated earnings report, with strong community sentiment around a potential 18th consecutive beat and raise, despite broader software sector sell-offs. Investors are actively discussing the company's proprietary AI and extensive data moat, bolstered by its OpenAI partnership, as key differentiators that could drive future growth and a significant short squeeze.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending amidst anticipation for its Q4 earnings, driven by its strategic pivot into AI/HPC data centers, recent significant capacity expansions, and new analyst coverage with a $37 price target. The community is actively discussing a potential short squeeze given high short interest, viewing the company as an emerging AI infrastructure play increasingly decoupled from Bitcoin volatility.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings (ANPA) is trending with extreme volatility following its acquisition of TikTok icon Khaby Lame's core company and a recent private placement. The community is sharply divided, with many speculating on further parabolic moves for this Hong Kong low-float stock, while others express strong skepticism, labeling it an overvalued 'pump and dump' amidst concerns about its fundamental valuation and potential share dilution.

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 investors digest its latest earnings call, where the company, now rebranding to Cipher Digital, detailed its rapid pivot to HPC data centers with billions in contracted revenue from hyperscalers, leading to community excitement about its re-rating from a volatile miner to a stable AI infrastructure provider.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot's Q4 earnings are driving conversation, with an EPS beat overshadowed by a sales miss and cautious FY26 guidance, leading the community to debate if it's a reset opportunity or a warning sign given broader housing market headwinds and consumer spending concerns.

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@EBE_day @jenbunn @Jeremymartin007 @cubie @judgeyoung2 @simon58 @marciosutter @TraderRapp @tonyctl @AldoAlex2000 

ALAB ANET rugged to red after being up big pm

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Arista Networks Inc

Astera Labs Inc

Microsoft Corp

Netflix Inc

Unitedhealth Group Inc

Oklo Inc.

Chau N.

@cubie just means it’s a buy. All the volume is in AMD and a couple others, so takes nothing to push Alab to red, the buys are coming in though. 

https://seekingalpha.com/article/4873853-astera-labs-most-attractive-ai-crash-of-the-season

Astera Labs (ALAB) stock sank 30% after Q4 on margin fears.

Seeking Alpha

Astera Labs: Most Attractive AI Crash Of The Season (NASDAQ:ALAB)

 just means it’s a buy. All the volume is in AMD and a couple others, so takes nothing to push Alab to red, the buys are coming in though. 

