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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 is a battleground after mixed earnings revealing robust subscriber and revenue growth collided with declining gross margins and escalating legal challenges concerning its compounded GLP-1s, intensifying a tug-of-war between bulls and bears amid high short interest.

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 due to a major strategic collaboration with Astellas to advance its PSMA-targeted PRO-XTEN T-cell engager, VIR-5500, bolstered by encouraging updated Phase 1 data demonstrating anti-tumor activity and a favorable safety profile in prostate cancer. This substantial deal is fueling community excitement and discussions about its potential to drive a short squeeze and re-rate the stock, though some investors remain cautious about historical volatility.

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 seeing intense discussion and a significant sell-off as fears escalate that AI, particularly Anthropic's Claude, will fundamentally disrupt and devalue established software businesses; however, a vocal part of the community dismisses this as exaggerated market manipulation and an irrational overreaction.

WeRide, Inc. operates as an investment holding company. It engages in the sale of autonomous driving vehicles, primarily including robobuses, robotaxis, robosweepers and related sensor suites. The company was founded by Tony Xu Han and Yan Li in February 2017 and is headquartered in Guangzhou, China.

WeRide Inc. - ADR

WeRide Inc. is trending following its robust Q3 earnings, showcasing a staggering 761% year-over-year robotaxi revenue growth and improved gross margins, fueling confidence in its path to profitability. The immediate catalysts include the launch of fully driverless commercial robotaxi services with Uber in Abu Dhabi and the award-winning performance of its WePilot ADAS system gaining OEM traction, even as the community expresses frustration over the stock's valuation disconnect despite significant institutional interest from ARK Invest.

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 due to a significant stock drop, fueled by fears that Anthropic's Claude Code could disrupt its COBOL modernization and legacy consulting services. The community is debating if this is an overreaction or a legitimate AI-driven threat to Big Blue's established business model, despite IBM's existing AI initiatives and partnerships.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as its upcoming Q4 earnings report is seen as a critical 'make-or-break' moment for validating its long-term 1,000+ qubit roadmap and commercial strategy. The community remains sharply divided between those optimistic about its strategic initiatives and those concerned with current valuation, R&D execution, and insider selling within the highly speculative quantum sector.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is currently trending as a highly debated AI infrastructure play, driven by its strategic acquisition of Shackleton Finance to enhance project funding and upcoming Q4 earnings. Community discussion is polarized, with some anticipating a significant re-rating due to a tightening float and institutional interest, while others express deep skepticism over a year-long price decline and management's perceived lack of transparency.

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 is seeing strong conversation after a solid Q4 earnings report, a new GE Aerospace engine contract for combat drones, and its selection for the $1.1 billion Drone Dominance Program. The community is largely bullish on the company's expansive pipeline in autonomous and hypersonic defense systems, viewing it as a pivotal player in the evolving global security landscape.

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is trending following a strong Q4 earnings beat driven by global comparable sales growth and ambitious plans to expand to 50,000 restaurants by 2027, with the community actively debating if its defensive characteristics and value strategy can sustain momentum amid broader consumer spending concerns and competitor struggles.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending amid a leadership transition with its co-founder returning to lead AI transformation, a significant activist investor stake, and a new AI acquisition, yet community sentiment remains divided on whether these moves can overcome broader concerns about AI disruption in the enterprise software sector.

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