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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.

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.

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

Internet Computer (ICP) is trending, with community members pointing to recent price movement and speculation around its technology. Discussions revolve around the potential for a significant run, comparisons to other cryptocurrencies, and the impact of upcoming developments like Caffeine AI. Some community members are noting ICP's strong performance relative to other cryptocurrencies.

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.

SSgA Active Trust - SPDR S&P 500 ETF Trust

The SPY is trending amid concerns about potential market corrections and the impact of economic factors like government shutdowns and AI development. Community discussions revolve around identifying market tops, debating the strength of the current rally, and anticipating potential pullbacks. Sentiment is mixed, with some bracing for a downturn and others remaining bullish, citing historical trends and dip-buying opportunities.

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.

Grab Holdings Ltd. engages in the provision of millions of people each day to access its driver- and merchant-partners to order food or groceries, send packages, hail a ride or taxi, pay for online purchases or access services such as lending, insurance, wealth management and telemedicine, all through a single “everyday everything” app. The firm operates in food deliveries and mobility and by TPV in the e-wallets segment of financial services in Southeast Asia. It operates across the deliveries, mobility and digital financial services sectors in eight countries namely: Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand and Vietnam. The company was founded by Anthony Tan Ping Yeow and Tan Hooi Ling in 2012 and is headquartered in Singapore.

Grab Holdings Limited - Ordinary Shares - Class A

Grab Holdings Limited

GRAB is trending as investors discuss its potential, fueled by high trading volume and a breakout from a multi-year base. Community members are analyzing call option activity and speculating on price targets, while highlighting its strong presence in Southeast Asia. Some are also noting positive developments such as partnerships and institutional accumulation, though a recent analyst downgrade has tempered sentiment for some.

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