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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 seeing highly polarized community discussion following its recent earnings report, with bulls highlighting robust international growth, subscriber figures, and high short interest, while bears focus on slowing growth in certain segments and the lingering uncertainty from a lawsuit regarding GLP-1 offerings.

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 significant buzz following a new strategic partnership with Astellas Pharma for its PSMA-targeting T-cell engager in prostate cancer, with the community highlighting substantial upfront payments and promising early-phase data, while some traders express skepticism about the rally's endurance.

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 as a high-stakes bidding war for Warner Bros. Discovery intensifies, with Paramount Skydance submitting a higher offer amidst political pressure from a DOJ antitrust probe and calls for a board member's removal. The community is sharply divided on whether Netflix should risk overpaying or walk away, take the breakup fee, and refocus on internal growth and buybacks.

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.

Market concern over Anthropic's Claude AI capabilities to automate COBOL modernization is driving a significant sell-off for IBM and the broader software sector. The community is sharply divided, with many calling the drop an overreaction given IBM's existing partnership with Anthropic and its own strong enterprise AI and quantum computing initiatives, while others fear the broader disruptive impact of AI.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as its enhanced all-cash bid for Warner Bros. Discovery, including new financial protections, has prompted WBD to reopen deal talks, fueling community discussion about PSKY's clearer regulatory path versus Netflix's antitrust scrutiny and the potential for a shareholder-driven outcome.

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 Solutions is trending after an earnings and revenue beat, bolstered by significant contract wins in its drone, hypersonics, and space sectors, including a near half-billion dollar program and its selection for the U.S. Department of War's Drone Dominance Program, sparking active community discussion on its valuation and growth within the defense sector.

Protara Therapeutics, Inc. is a clinical-stage company engaged in developing treatments for rare and specialty diseases with significant unmet needs. Its current development programs focus on the treatment of rare diseases in structural and connective tissues and rare hepatology, gastrointestinal, and metabolic disorders. The company was founded by Jesse Shefferman and Jacqueline Zummo in March 2006 and is headquartered in New York, NY.

Protara Therapeutics Inc

Protara Therapeutics is trending due to interim Phase 2 data for its TARA-002 bladder cancer treatment, which reported a strong complete response rate, alongside a public stock offering. The community is actively discussing the data's interpretation and the offering's impact, with many viewing the subsequent price action as a buying opportunity for the therapy's potential in a challenging treatment area.

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 as the cybersecurity sector faces a significant sell-off, driven by investor fears that Anthropic's new Claude Code Security tool threatens established software business models. While many in the community debate if this is an overreaction given CRWD's distinct enterprise security offerings, concerns persist about AI's broader disruptive potential on highly valued software companies.

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 at the center of a heightened takeover battle as Paramount Skydance reportedly ups its offer, prompting widespread speculation among the community about Netflix's next move, financial sustainability, and the critical role of regulatory approval in this media consolidation saga.

Arcellx, Inc is a clinical-stage biotechnology company, which provides cell therapy through the development of innovative immunotherapies for patients with cancer and other incurable diseases. The company was founded by David M. Hilbert and Luba Zaritskaya in December 2014 and is headquartered in Redwood City MD.

Arcellx Inc

Arcellx (ACLX) is trending due to Gilead Sciences' announcement of a definitive agreement to acquire the biotech for up to $7.8 billion, including a significant premium and a contingent value right, affirming the value of its CAR-T therapy, anito-cel, for multiple myeloma. The community is actively celebrating the substantial stock surge and discussing the broader implications for valuations within the innovative cell therapy sector.

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