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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 actively discussed after announcing a major strategic collaboration with Astellas for its prostate cancer treatment, VIR-5500, featuring substantial upfront payments and positive Phase 1 data, leading to bullish community speculation about a short squeeze and re-evaluation of its immuno-oncology pipeline.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is experiencing active discussion after its latest earnings beat initial profit estimates but offered cautious fiscal year guidance, sparking a mixed community reaction on whether lingering housing market headwinds and consumer spending hesitation will support a rebound or continued pressure.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae (FNMA) is trending as positive housing market forecasts and decreasing mortgage rates, alongside recent strong earnings reports from the GSEs, fuel investor anticipation for its release from conservatorship. The community is keenly discussing comments from FHFA leadership indicating readiness for an IPO with the decision resting with the President, leading to widespread speculation of an imminent uplisting to the NYSE.

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Kendu

KENDU CRYPTO is trending as its highly active community demonstrates strong conviction, consistently building a permissionless brand with numerous real-world products and initiatives. The community's unwavering focus on development and "buying the dip" in a fluctuating market generates significant discussion and belief in its long-term potential.

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 as widespread market fears of AI disruption drive a "SaaSpocalypse" across the software sector, overshadowing the company's solid earnings. While many investors are panicking over potential obsolescence from AI tools, others view the sharp sell-off as an extreme undervaluation for Atlassian's deeply embedded and sticky enterprise solutions.

Armstrong World Industries, Inc. engages in the design, manufacture, and trade of commercial and residential ceiling, wall, and suspension system solutions. It operates through the following segments: Mineral Fiber, Architectural Specialties, and Unallocated Corporate. The Mineral Fiber segment involves the production of suspended and soft fiber ceiling systems. The Architectural Specialties segment focuses on the production, design, and sourcing of ceilings, walls, and facades primarily for use in commercial settings. The Unallocated Corporate segment includes the assets, liabilities, income, and expenses that have not been allocated to other business segments. The company was founded by Thomas M. Armstrong in 1860 and is headquartered in Lancaster, PA.

Armstrong World Industries Inc.

Armstrong World Industries is trending after reporting strong Q4 2025 earnings and issuing robust 2026 guidance, with the community highlighting its strategic acquisitions and product innovations in architectural solutions. This performance showcases the company's resilience and growth drivers despite a dynamic building materials market.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is plummeting after its Q1 guidance disappointed, intensifying widespread community concerns that its core game engine business faces existential AI disruption from competitors, notably Google's Project Genie.

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 experiencing a severe sell-off, driven by pervasive AI disruption fears surrounding advanced models like Claude and critical research reports. While some decry market manipulation, others view the sector as deeply oversold, presenting a significant buying opportunity for fundamentally strong software companies amidst record trading volumes and historically low valuations.

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 amidst a sector-wide sell-off sparked by fears that Anthropic's new Claude Code Security tool signals AI's disruptive potential in cybersecurity, though the community remains sharply divided between those who believe it's an overblown reaction and others concerned about long-term business model changes.

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 soaring after announcing 700% revenue growth for its ANKTIVA platform, driven by recent global approvals and an aggressive 3-year expansion plan for multiple cancer and immune system treatments. The community anticipates a significant short squeeze amid elevated short interest and discussions of potential high-profile recognition for its groundbreaking oncology advancements.

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Richard Whirley