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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 highly active following its Q4 earnings report, which presented mixed results but included strong full-year 2026 guidance. This has intensified community debate, with bulls highlighting potential short-squeeze catalysts and long-term growth, while bears emphasize slowing sequential growth and persistent regulatory and legal challenges.

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 experiencing strong investor interest following a major partnership with Astellas Pharma for its VIR-5500 prostate cancer treatment, featuring significant upfront payments, profit-sharing, and substantial milestones, bolstered by positive early clinical data. The community is actively discussing the company's robust financial runway into 2028, high short interest, and upcoming ASCO GU presentation, driving expectations for continued momentum.

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 a sharp sell-off, driven by Anthropic's new Claude Code tool for COBOL modernization, which has ignited a debate between those fearing severe disruption to IBM's legacy consulting and mainframe revenues and others who view the market's reaction as an overreaction, highlighting IBM's established AI partnerships and robust hybrid cloud and quantum computing strengths.

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.

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.

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 trending following strong Q4 earnings and significant international approvals for its Anktiva cancer therapy. The community is actively debating a potential short squeeze amidst high short interest, while eagerly anticipating further news and Dr. Patrick Soon-Shiong's engagements in Washington D.C. that could highlight the drug's broad impact on cancer treatment.

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.

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 is trending following strong financial results and major contract wins, including selection for the U.S. Department of War's Drone Dominance Program and a significant new verbal program award, fueling community excitement about its leadership in unmanned systems and hypersonics amid increasing global defense priorities.

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.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan is trending amid news of a $5 billion lawsuit from former President Trump alleging politically motivated account closures, coupled with an ECB fine and ongoing discussion around proposed credit card interest rate caps. The community is actively debating the bank's resilience against these regulatory and political headwinds, while also noting its updated net interest income outlook and surprising shift in its long-term Bitcoin perspective.

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$LB if you listen to what TPL and TRGP are saying, water volume is rising fast. Especially in the Delaware Basin. LB core exposure is .. Delaware Basin Water - not Oil prices

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Landbridge Company LLC

 if you listen to what TPL and TRGP are saying, water volume is rising fast. Especially in the Delaware Basin. LB core exposure is .. Delaware Basin Water - not Oil prices