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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 is seeing significant conversation after its earnings report delivered a revenue beat and robust 2026 guidance, sparking intense debate among investors. Many anticipate a substantial short squeeze given the high short interest and perceived undervaluation, while others remain cautious due to ongoing regulatory challenges and concerns about growth deceleration, leading to volatile price action.

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 experiencing a significant sell-off following Anthropic's announcement about Claude Code's ability to automate COBOL modernization, which the community is debating as either a major disruption to IBM's legacy consulting revenues or an overblown market reaction given IBM's existing partnership with Anthropic and its own robust AI initiatives.

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 following positive Phase 1 data for its prostate cancer drug and a significant collaboration with Astellas Pharma, sparking community discussions between those anticipating a major short squeeze and others cautioning that the stock historically struggles to sustain such sharp gains.

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 a sector-wide sell-off, as Anthropic's new AI security tool sparks market speculation about AI's potential to disrupt traditional cybersecurity. While some investors fear a re-valuation of the sector, many in the community believe these concerns are overblown and argue that AI actually increases the need for advanced cybersecurity defenses, viewing the dip as a buying opportunity.

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 amid a heated bidding war for Warner Bros. Discovery, with Paramount reportedly submitting a higher offer and the deal facing intense DOJ antitrust scrutiny, further complicated by political pressure to fire a board member. The community is largely divided, with many urging Netflix to walk away and take the breakup fee, expecting a stock rebound.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending as a battleground stock caught in the broader software sector sell-off, with an intense community debate raging over whether AI will disrupt its core business or enhance its strong financial performance and deeply entrenched user base. Despite robust cash flow and aggressive share buybacks, the stock continues to face significant downward pressure from short interest and market skepticism.

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 prepares to submit a significantly enhanced takeover bid, intensifying a fierce bidding war against Netflix's existing offer. The community is actively debating the crucial price point needed to win, alongside growing regulatory scrutiny and political commentary impacting both potential acquirers.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian (TEAM) is trending amidst an intense sell-off driven by fears that rapidly advancing AI will disrupt its enterprise software offerings, leading to widespread community panic. This has ignited a fierce debate among investors questioning if the downturn is an irrational "SaaSpocalypse" or a justified revaluation despite strong earnings.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending amid an intensifying bidding war for Warner Bros. Discovery, as it submits an enhanced offer addressing previous concerns and prompting WBD to reopen negotiations. Community discussion centers on whether PSKY's offer, which includes covering Netflix's breakup fee and touting a clearer regulatory path, will be deemed superior despite some concerns about its potential debt burden.

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 trending amidst widespread community fear that rapidly advancing AI, specifically tools like Anthropic's Claude, poses an existential threat, leading to significant sector-wide selling pressure. While some see this as a capitulation and a compelling buying opportunity, others warn of continued downside as traditional software valuations are repriced.

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Doris Miller