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MicroCloud Hologram, Inc. engages in research, development, and application of holographic technology. It operates through the Holographic Solutions and Holographic Technology Service segments. The company was founded in 2020 and is headquartered in New York, NY.

MicroCloud Hologram Inc

MicroCloud Hologram is trending as investors discuss its potential in quantum computing, AI, and crypto, with some highlighting its large cash reserves. Community members are weighing bullish prospects of a short squeeze against concerns about share dilution. The stock is also gaining traction due to recent company news and speculation around potential partnerships.

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

Better Home & Finance Holding Co. - Ordinary Shares - Class A

Better Home & Finance Holding Co.

Better Home & Finance (BETR) is trending due to a hedge fund manager highlighting its potential as a "350-bagger," drawing comparisons to Shopify and Opendoor. The community is actively discussing whether the recent surge is sustainable, with some speculating about a pump-and-dump scheme while others anticipate significant growth from potential interest rate cuts and AI advancements in the mortgage industry and how it affects the company's existing partnership with Opendoor. Additionally, the impact of Eric Jackson's endorsement is a hot topic, with many referencing his previous promotion of Opendoor and questioning his influence.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co.

Walt Disney Co. is trending due to discussions around the removal (and potential return) of Jimmy Kimmel, sparking debates about free speech and corporate influence. Community members are divided, with some calling for boycotts and others defending Disney's decision, highlighting broader tensions around political expression and entertainment. The situation raises questions about Disney's brand image and its ability to navigate cultural divides.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

CIFR is trending due to growing excitement surrounding potential AI and high-performance computing (HPC) deals, with community members speculating on partnerships with major players like Oracle. The stock's recent gains and comparisons to sector peers like IREN are fueling further bullish sentiment. Discussions also highlight the company's existing infrastructure and potential for significant growth in the AI data center space.

Kenvue, Inc. is a consumer health company, which engages in manufacturing and selling healthcare products which includes cosmetics, drugs, and medical devices. Its brands include Aveeno, BAND-AID Brand, Johnson’s, Listerine, Neutrogena, and Tylenol. It operates through the following segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment includes cough, cold and allergy, pain care, digestive health, and smoking cessation. The Skin Health and Beauty segment offers face and body care, and others. The Essential Health segment focuses on oral care, baby care, women's health, and wound care. The company was founded on February 23, 2022 and is headquartered in Summit, NJ.

Kenvue Inc

Kenvue is trending due to concerns about potential links between Tylenol use during pregnancy and autism, fueled by reports of an upcoming announcement from the Trump administration regarding the matter, though the company denies any causal link. The community is actively discussing the potential impact of the news on the stock's value and brand reputation, with some speculating about potential lawsuits and others viewing it as a buying opportunity due to overblown fears. Broader market context includes recent underperformance and existing litigation related to Tylenol.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending due to news of potential delays in the 777X certification, prompting concern and discussion about the impact on future cash flow. Community members are debating whether this is an overreaction and a buying opportunity, while also closely watching union negotiations and potential large orders from Turkey. Overall sentiment is mixed, with some expressing frustration while others remain optimistic about Boeing's long-term prospects.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark is trending as investors react to the company expanding its capital strategy and exploring high-performance computing, with some anticipating a pivot towards AI. Community members are discussing the potential for significant gains, referencing peers in the sector and highlighting the stock's heavily shorted position. The focus is on Cleanspark's potential for growth beyond Bitcoin mining, given its existing data center infrastructure.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending as investors speculate about potential hyperscaler deals and its connection to Nvidia's AI initiatives, fueled by strong price action and high short interest. The community is actively discussing potential partnerships, AI infrastructure demand, and short squeeze setups. Some traders are pointing to the secured contracts and future AI infrastructure demand.

Semler Scientific, Inc. engages in the provision of technology and software solutions to improve the clinical effectiveness of healthcare providers. Its multi-test service platform, WellChec, comprehensively evaluates its customers’ patients for chronic disease, including heart attacks and strokes, using its QuantaFlo product as well as other tests. The company was founded by Herbert J. Semler, Guinasso Cindy and Shirley L. Semler on August 9, 2007 and is headquartered in Campbell, CA.

Semler Scientific Inc

Semler Scientific ($SMLR) is trending due to an all-stock acquisition deal by Strive Inc ($ASST), which values SMLR at a 210% premium; however, the market is debating the deal's benefits, leading to price volatility. The community is actively discussing the merger's implications, potential dilution, and whether SMLR is undervalued relative to its Bitcoin holdings. Some traders are exploring arbitrage opportunities between $SMLR and $ASST, while others speculate on short squeeze potential.

MBX Biosciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery and development of peptide therapies for the treatment of endocrine and metabolic disorders. Its product candidates and programs include MBX 2109, MBX 1416, and obesity portfolio. The company was founded by Peter Kent Hawryluk and Richard D. DiMarchi in August 2018 and is headquartered in Carmel, IN.

MBX Biosciences Inc.

MBX Biosciences is trending due to a proposed public offering of 10 million shares, sparking community discussion around potential dilution. While some investors express concerns about the offering's impact, others view it as a strategic move to strengthen the company's cash position given recent Phase 2 data and a high analyst price target.

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$SDGR Shareholders meeting today where Ramy and the board get to pretend like everything is going great. 

IPO in 2020. Came public at a $2.8B valuation. Today? $1.5B valuation. And shareholders have been massively diluted along the way.

Meanwhile $100 invested in the SP in early 2020 would be worth $200 or so now.

Some unfortunate changes in environment. Higher rates. The rise of Chinese bios and AI. More platforms doing what they do. But also just horrible management. So much promise. And very few tangible results. 

Maybe the next five years are better. But there&#39;s no reason to think so. 

Show me!

Chris

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Schrodinger Inc

 Shareholders meeting today where Ramy and the board get to pretend like everything is going great. 

IPO in 2020. Came public at a $2.8B valuation. Today? $1.5B valuation. And shareholders have been massively diluted along the way.

Meanwhile $100 invested in the SP in early 2020 would be worth $200 or so now.

Some unfortunate changes in environment. Higher rates. The rise of Chinese bios and AI. More platforms doing what they do. But also just horrible management. So much promise. And very few tangible results. 

Maybe the next five years are better. But there's no reason to think so. 

Show me!

SBMess

@scott52 can anyone think of anything they did right for share holders last five years? I can&#39;t.

 can anyone think of anything they did right for share holders last five years? I can't.

@luckydirb AI in general has been a massive disappointment in biotech innovation. Sure, these guys got some small payouts from partnerships which validated the program somewhat. But other than that? Meh. Ramy likes to say that all the big players are using their platform. But where are the big wins with these big players? There are none. 

And it&#39;s not just them. ABBV has been working with the Google geniuses for going on 12 years. They&#39;ve spent billions. What do they have to show from this Calico partnership? Absolutely nothing. 

Who knows, maybe SDGR will pan out someday. I&#39;m  not giving up. But this requires another 5 year commitment to 2030 and I often think to myself that this is a mighty big ask given the crap performance over the last five years. 

I&#39;m frustrated as fuck.

 AI in general has been a massive disappointment in biotech innovation. Sure, these guys got some small payouts from partnerships which validated the program somewhat. But other than that? Meh. Ramy likes to say that all the big players are using their platform. But where are the big wins with these big players? There are none. 

And it's not just them. ABBV has been working with the Google geniuses for going on 12 years. They've spent billions. What do they have to show from this Calico partnership? Absolutely nothing. 

Who knows, maybe SDGR will pan out someday. I'm  not giving up. But this requires another 5 year commitment to 2030 and I often think to myself that this is a mighty big ask given the crap performance over the last five years. 

I'm frustrated as fuck.

@scott52 I am seriously concerned about the future of this company given its track record in the last five years.
I hold nothing against the CEO personally. He may be charismatic, very liked by his employees, and very politically correct. But he has lead the company down to the hell in the last five years. There is no excuses for that performance, because even an average CEO could have done much better than that. He should step down or be fired. His only hope is their pipelines would come out right. But so far no good signs. Their malt1 candidate seems a disaster. The readout is downhelming, the market has no interest, and they have to move on with it themselves.

 I am seriously concerned about the future of this company given its track record in the last five years.
I hold nothing against the CEO personally. He may be charismatic, very liked by his employees, and very politically correct. But he has lead the company down to the hell in the last five years. There is no excuses for that performance, because even an average CEO could have done much better than that. He should step down or be fired. His only hope is their pipelines would come out right. But so far no good signs. Their malt1 candidate seems a disaster. The readout is downhelming, the market has no interest, and they have to move on with it themselves.