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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin (APP) is trending as a short-seller retracted damaging allegations, igniting a debate among investors over market manipulation and a broader software sector sell-off, despite the company's stellar earnings beat and raised guidance driving bullish long-term sentiment.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending sharply upward following FDA approval of Optune Pax for pancreatic cancer, marking the first new therapy in almost three decades and sparking community discussion around potential massive gains and a significant short squeeze, though some investors are debating the clinical benefit and commercial execution challenges.

RELX Plc engages in provision of information and analytics solutions for professional and business customers across industries. It operates through the following business segments: Scientific, Technical & Medical, Risk, Legal Exhibitions and Print & print-related. The Scientific, Technical & Medical segment is a global information analytics business that helps institutions and professionals advance healthcare, open science, and improve performance for the benefit of humanity. The Risk segment provides customers with solutions and decision tools that combine public and industry specific content with advanced technology and analytics to assist them in evaluating and predicting risk and enhancing operational efficiency. The Legal segment is a global provider of legal, regulatory and business information and analytics that helps customers increase productivity, improve decision-making and outcomes and advance the rule of law around the world. The Exhibitions segment is an event business, enhancing the effect of face-to-face through data and digital tools. The Print & print-related segment consistent with financial information provided to the board. The company was founded by Albert Edward Reed in 1903 and is headquartered in London, the United Kingdom.

RELX Plc - ADR

RELX is experiencing a significant sell-off driven by market concerns over new AI legal plug-ins from Anthropic's Claude and OpenAI Frontier, sparking fears of disruption in the legal and IT sectors. However, the community largely views this as an overreaction, highlighting RELX's strong fundamentals, irreplaceable data moat, and its strategic position as a high-quality AI data play currently seen as deeply oversold.

TOSHI

TOSHI is trending with increased volume and community buzz, as many herald the "blue cat" as the "Face of Base" and anticipate a significant rally amidst accumulation, despite some recent frustrations. Its movements are often correlated with broader crypto market sentiment and Bitcoin's performance.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending intensely ahead of its earnings report, with investors debating whether anticipated strong guidance on AI infrastructure growth and the strategic Tavily acquisition will drive a breakout, or if it will follow other tech stocks in a post-earnings sell-off despite record AI CapEx from hyperscalers.

The Internet Computer is a decentralized cloud blockchain designed to run applications, websites, and backend systems fully on-chain. Its architecture provides robust security, resilience, and built-in multi-chain support.  A key focus of the network is enabling a “self-writing cloud,” where AI tools allow users generate applications through natural-language instructions.  Developers and users can experiment with the platform using AI app-generation tools like caffeine.ai or by writing serverless code directly through online IDEs such as icp.ninja.  The ICP token is used to pay for computation (through a burn-based model) and to participate in network governance through staking.

Internet Computer

The Internet Computer (ICP) is a major talking point following its "Mission 70" tokenomics whitepaper, which aims for significant inflation reduction, and the launch of the Swiss Subnet, a strategic move towards decentralized cloud adoption for European institutions. While many in the community express strong conviction in ICP's long-term potential, viewing current valuations as manipulated, others voice frustration over historical underperformance and token supply dynamics.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is experiencing extreme volatility following strong Q2 earnings and an extended partnership with Kioxia, driven by booming AI and data center demand for memory chips; however, the community remains divided between those forecasting a 'memory supercycle' and others predicting an imminent pullback after its parabolic run.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is trending due to a contentious short report from Culper Research alleging stalled test flights and delayed FAA certification, sparking a strong debate among investors. The community is actively countering these claims, emphasizing significant institutional investments from firms like BlackRock and strategic partnerships as key indicators of the company's long-term potential in the burgeoning eVTOL market.

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, Tradipitant, Trichostatin, and AQW051. 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 highly discussed after the recent FDA approval of NEREUS for motion-induced vomiting, which the community sees as a catalyst for a potential major pharma buyout given its vast application in mitigating GLP-1 induced nausea. This excitement is compounded by expectations for additional key pipeline decisions in the near term, fueling strong undervaluation sentiment.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

The FDA's refusal to review Moderna's mRNA flu vaccine is fueling intense discussion around Novavax, as the community anticipates its protein-based platform and Matrix-M adjuvant could now dominate the flu and combo vaccine market, further amplified by institutional buying and persistent high short interest. This has amplified calls for management to capitalize on potential new major partnerships or an acquisition.

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