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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 trending following its earnings report, where an EPS beat and optimistic full-year guidance have ignited hopes for a short squeeze among bulls, who emphasize the stock's oversold status and diversified growth. However, bears point to a revenue miss and continued concerns over competition and regulatory headwinds, leading to a highly divided community discussion on the stock's valuation and future.

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 trending following encouraging Phase 1 data for its T-cell engagers (VIR-5818 and VIR-5500) in oncology, showcasing promising safety and efficacy that has generated significant investor excitement and analyst upgrades. The community is actively discussing the potential for further upside, anticipating more updates from its differentiated pipeline, including Hepatitis Delta therapies and upcoming ASCO GU presentations, despite ongoing debates around cash runway and potential dilution.

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.

IBM is trending due to a sharp sell-off following Anthropic's announcement of AI tools for COBOL modernization, a core IBM business. Despite the market's overreaction, the community notes IBM's existing partnership with Anthropic and robust fundamentals in AI and quantum computing, leading many to see a significant buying opportunity amidst broader software sector concerns.

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 (WBD) is trending as it reopens deal talks with Paramount Skydance (PSKY), which has sweetened its offer to acquire WBD by including Netflix's breakup fee. The community is debating whether this revised PSKY bid, or Netflix's existing board-recommended offer, provides the most compelling value and regulatory certainty for WBD shareholders in this intensifying media consolidation battle.

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 reporting a beat on its recent earnings, yet the market reaction has been mixed, leading to community discussions about its high valuation and recent price dip. Bulls remain confident, citing continued contract wins in unmanned systems and hypersonics amidst a strong defense sector backdrop.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond Inc. is trending as its Q4 financial results and "Everything Home" growth strategy spark community debate, with many questioning CEO Marcus Lemonis's leadership and the strategic shift towards real estate tokenization amid concerns over cash burn and market visibility.

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 recent interim Phase 2 data for its bladder cancer treatment, TARA-002, reporting a strong 6-month complete response rate, alongside a public stock offering. The community is largely perplexed by the subsequent significant price drop, with many seeing it as an undervaluation despite strong long-term pipeline potential.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending following a bullish Citron Research report highlighting its AI agent security leadership, igniting strong call option activity and community debate over its deep undervaluation relative to peers. Institutional accumulation and persistent buyout rumors continue to drive conversation around the cybersecurity firm.

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 (NFLX) is at the center of an escalating bidding war for Warner Bros. Discovery (WBD), with Paramount Skydance (PSKY) reportedly submitting a superior offer, sparking intense community debate over whether Netflix will counter or choose to walk away and potentially benefit from a significant break-up fee amid regulatory uncertainties.

Super Group (SGHC) Ltd. is a global digital gaming company, which engages in the global online sports betting and gaming businesses, Betway, a premier online sports betting brand, and Spin, a multi-brand online casino offering. It operates through the following segments: Betway, Spin, and Other. The Betway segment focuses on the ingle brand online sportsbook and online casino focused business with a global footprint and strategic partnerships. The Spin segment relates to the multi-brand online casino focused business with established market leadership in high-growth markets. The company was founded in July 2020 and is headquartered in St. Peter Port, the United Kingdom.

Super Group (SGHC) Limited

Super Group (SGHC) is trending after exceeding Q2 earnings and revenue expectations, raising full-year guidance, and announcing a significant 25% increase to its quarterly dividend, while strategically exiting the US market to focus on its profitable international growth. The community is actively discussing these strong fundamentals, robust cash position, and a potential short squeeze, which positions SGHC favorably against US-centric peers navigating the evolving landscape of prediction markets.

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$CLSD  
It&#39;ll be super interesting if ocul not bidding here is a tell that their results are bad and more broadly that TKIs as a class of drug do not interface with wet AMD as well as everyone hoped. 
 
Just from first principles one would think they would bid a million or two to prevent the only other way to treat Wet AMD with their API from being developed any further. 
 
That is if they truly believed their results would drive a multi-billion dollar drug. 
 
Though given what&#39;s been observed from Clearside this will be a billion dollar class of drugs and the people in the company are so overwhelmingly incompetent that they could not do anything with that.

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Clearside Biomedical Inc

  
It'll be super interesting if ocul not bidding here is a tell that their results are bad and more broadly that TKIs as a class of drug do not interface with wet AMD as well as everyone hoped. 
 
Just from first principles one would think they would bid a million or two to prevent the only other way to treat Wet AMD with their API from being developed any further. 
 
That is if they truly believed their results would drive a multi-billion dollar drug. 
 
Though given what's been observed from Clearside this will be a billion dollar class of drugs and the people in the company are so overwhelmingly incompetent that they could not do anything with that.