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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.

International Business Machines is experiencing significant volatility, fueled by aggressive put buying and concerns that AI could disrupt its legacy offerings, despite recent strong earnings and strategic advancements in enterprise AI and quantum computing. The community remains divided, with some questioning the sudden decline amid a broader software sector pullback, while others view it as an oversold buying opportunity.

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, fueled by fears that Anthropic's Claude Code Security tool could disrupt traditional software. This has sparked intense debate among investors, with many calling the sharp decline an overreaction and a buying opportunity, asserting that Claude's functionality does not directly compete with Crowdstrike's core offerings.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending following its FDA approval of BYSANTI for bipolar I disorder and schizophrenia, a significant win highlighted by its New Chemical Entity (NCE) status and patent protection until 2044. The community is actively discussing the company's substantial undervaluation and high potential for a buyout, especially considering prior rejected offers and recent analyst target upgrades.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending due to the stock hitting new all-time lows following recent workforce layoffs, with community sentiment dominated by concerns over impending earnings, potential bankruptcy, and calls for management changes in the competitive EV sector.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is experiencing a significant downturn, with community debate raging over whether fears of AI-driven obsolescence, particularly from Anthropic's Claude Code Security, justify the extensive sell-off across the cybersecurity sector. While some predict further declines due to AI disruption, many view the stock as fundamentally oversold and a generational buying opportunity.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is trending as a recent research report fuels investor fears that AI agents could disrupt its traditional payment business model by bypassing interchange fees, compounded by new global tariffs impacting cross-border transactions. The community is actively debating the long-term threat to payment networks, with some viewing it as panic-driven selling and others identifying a buying opportunity.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amidst a sector-wide software sell-off driven by AI disruption fears, even as the company aggressively expands its agentic AI solutions and global presence through recent acquisitions and partnerships. Community sentiment is sharply divided between those who see a compelling, undervalued opportunity based on strong fundamentals ahead of upcoming earnings, and those pessimistic due to persistent price drops and ongoing insider share sales.

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 due to a sharp sell-off, fueled by widespread community discussion around AI, particularly Anthropic's Claude, potentially disrupting traditional enterprise software. Despite the ETF hitting multi-year lows and whispers of a "SaaSpocalypse," many investors are now considering the oversold sector as a long-term opportunity amidst perceived market overreaction.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is experiencing a sharp decline following disappointing trial results for its next-generation obesity drug, CagriSema, which failed to demonstrate non-inferiority against Eli Lilly's rival treatment. Despite the market's strong negative reaction, many in the community believe the sell-off is an overreaction given the massive success of Novo's oral Wegovy pill and the company's perceived long-term value.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is facing intense scrutiny as the market reacts to the "AI killing SaaS" narrative, driven by concerns that advanced LLMs like Anthropic's Claude could disrupt its business model and prompt widespread analyst downgrades. Amidst a broad software sector sell-off, investors are sharply divided: while some fear obsolescence and further price drops, a vocal segment highlights the stock's deep value and strong financials, anticipating that upcoming earnings will showcase AI integration and potential buybacks to trigger a rebound.

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