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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending following earnings, with community chatter split between bullish sentiment on growth numbers and bearish concerns about high valuation. Some are pointing to Michael Burry's reported put positions as a reason for caution, while others highlight the company's potential in the AI space and government contracts.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as investors anticipate upcoming earnings, with community chatter focused on potential outcomes and the impact of guidance. Despite some skepticism stemming from past performance and concerns about the CEO's communication, the stock is also seeing positive sentiment due to potential tailwinds in the AI server market and institutional accumulation. Community members are also weighing the potential impact of a China trade deal.

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 trending due to a sharp after-hours sell-off following their Q3 report and DMD trial data; while revenue beat expectations, a failed trial and flat guidance have sparked concerns. The community is debating the severity of the news, potential for a rebound, and the future of Sarepta's PMO therapies amid evolving treatments like ELEVIDYS. Some traders are eyeing a potential buyout while others express concerns about management and FDA interactions.

Internet Computer (IC) is the world’s first blockchain that is capable of running at web speed at unrestrictive capacities. Built by the DFINITY Foundation, IC aims to recreate the web by supporting smart contract development at scale and changing the way people can interact using web services. Internet Computer aims to extend the public internet, so that it can be the world’s computing platform, in a decentralized manner. Internet Computer sets to revolutionalize the design of the crypto economy, with an aim to overhaul traditional software services.   The project was founded in October 2016 by Dominic WIllams and have raised a total of $121 million from investors such as Adreessen Horowitz, Polychain Capital, Multicoin Capital and such. On May 10, 2021, DFINITY launched the Internet Computer into the public domain, marking it a major milestone for ICP as it means the internet now functions as a decentralised global computer. This is marked by the release of all of the Internet Computer’s source code into the public domain, as well as ICP utility token that allows tens of thousands of community members to govern the Internet Computer network.  ICP is Internet Computer's native token. It plays three prominent roles:  1. Network Governance: Users that participate in the governance will be rewarded with ICPI 2. Production of Cycles for Compute: ICP can be converted into cycles where it is used as the transaction fee to access the network. Cycles are burned after used. 3. Rewarding Users: ICP is used as the rewards to incentivize users to participate in the network such as securing the network.

Internet Computer

ICP is trending amidst discussions about its potential, with some community members highlighting its strong technology and recent integrations. Bullish sentiment revolves around expectations for future growth and its ability to outperform other cryptocurrencies. Conversely, bearish viewpoints cite its past performance and question its adoption, with some suggesting it's a flawed or even scam project.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amidst discussions about government shutdowns, potential impacts on SNAP benefits, and concerns about the company's financials. Community members are actively debating the stock's long-term viability, potential for scams, and the political implications surrounding the Trump Media & Technology Group Corp. There are also discussions regarding Donald Trump and his involvement in the company, alongside the stock's performance compared to broader market trends.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending downwards, sparking debate about potential support levels and the impact of AI spending. While some investors see a buying opportunity amidst the drop, others express concern about the stock's performance relative to its peers and question management's vision. Community sentiment is mixed, with some calling for a bounce and others anticipating further declines.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure ($QURE) is trending due to a sharp decline following news that the FDA is reconsidering the data required for its Huntington's disease treatment application, a reversal from previous guidance. The community is discussing potential buying opportunities amidst the uncertainty, with some spotting large call option sweeps, while others are wary of the risks given the changed regulatory landscape. Some investors express concern about potential FDA roadblocks impacting the broader sector, while others suggest that the treatment is strong enough to push forward.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UNH is trending as investors debate the reasons behind the recent sell-off despite positive earnings, with discussions ranging from potential market manipulation and tax-loss harvesting to concerns over government subsidies and Optum Health margins. The community is closely watching for potential support levels and upcoming catalysts like the DOJ case and Q3 13F filings, while some speculate on the impact of political factors like the government shutdown and healthcare policy debates. Overall, the sentiment is mixed with both bulls and bears actively debating the stock's short-term direction and long-term prospects.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending due to anticipation surrounding Phase 3 data for their DMD treatment, Deramiocel, with results expected soon. The community is actively discussing the potential impact of Sarepta's recent trial failure on $CAPR, viewing it as potentially beneficial. Bullish sentiment is fueled by the belief that positive results could lead to FDA approval and significant milestone payments.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels is trending downwards following mixed earnings, despite doubling sales and strength in the balance sheet; a one-cent miss on EPS has spooked investors. The community debates whether to "buy the dip" or take profits amid uncertainty, with some citing potential government contracts and the long-term prospects of uranium and rare earth elements. Overall, community sentiment appears divided, with some expressing frustration with the stock's volatility and others maintaining a bullish outlook based on the company's fundamentals and potential growth.

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