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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 faces significant pressure after Novo Nordisk filed a lawsuit for alleged illegal marketing of copycat GLP-1 drugs, prompting Hims to halt sales of its compounded semaglutide pill. The investment community is sharply divided, with some calling it "karma" for IP infringement, while others view it as an "oversold" market overreaction, anticipating a potential short squeeze.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending following a puzzling stock dip, which occurred despite strong earnings and raised guidance, prompting community discussion about whether an overreaction to its Super Bowl commercial or broader market sentiment is creating a 'buying opportunity'.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending after its Q4 earnings report, which, despite a revenue miss, beat EPS estimates and outlined an optimistic outlook for 2026, including the expiration of a value-destructive slab contract and ongoing POSCO partnership discussions. While some in the community view the stock's subsequent dip as a buying opportunity driven by these future catalysts, others remain deeply skeptical about its performance and management.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings is trending due to reports of an SEC review into its accounting practices and the abrupt departures of its CFO and General Counsel, triggering a steep sell-off driven by concerns over financial integrity; however, a vocal part of the community views the severe decline as an oversold opportunity for a rebound.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean (RIG) is trending after announcing a $5.8 billion all-stock acquisition of Valaris, a move generating buzz as a strategic consolidation to create an offshore drilling leader, aiming to boost cash flow and benefit from an emerging industry upcycle, despite some investor caution regarding potential share dilution.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as Morgan Stanley initiates coverage with an Overweight rating and a $37 price target, validating its strategic pivot to AI/HPC data centers amidst increasing hyperscaler capital expenditure. The community is actively discussing potential for a significant short squeeze and further contracts with major tech partners.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com's stock is plummeting after issuing weaker-than-expected guidance, sparking widespread investor fears about AI disrupting the traditional software business model. The community is sharply divided, with many fearing obsolescence for SaaS platforms while others view the significant drop as an oversold opportunity.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending as community discussion heats up around the recent inauguration of its Eagle Line, a significant step toward scalable solid-state battery production. While bulls anticipate potential OEM partnership announcements and licensing deals, others express frustration over the stock's performance and await concrete revenue details from the upcoming earnings report.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending due to a significant stock drop following its Q4 earnings report, which, despite showing profitability and prudent risk management, included a revenue miss and cautious guidance. The community is actively debating if the sell-off is an overreaction, viewing it as a potential buying opportunity given the company's strong fundamentals and AI-powered model, while others remain concerned about the broader fintech sector's volatility.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is trending with high volatility as its February 8th PDUFA date for RGX-121 approaches, amidst a recent clinical hold on the therapy and a related program due to a patient's brain tumor, leaving the community sharply divided on whether a significant drop from a Complete Response Letter or a delay is more likely.

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Australian oil and gas explorer Santos received an $18.7 billion acquisition bid from a consortium led by Abu Dhabi National Oil Co. (Adnoc), it said in a press release on Monday.The XRG Consortium includes Adnoc’s subsidiary XRG P.J.S.C, Abu Dhabi Development Holding Company (ADQ) and Carlyle.The proposal is to acquire all of Santos's ordinary shares on issue for a cash offer price of $5.76 (A$8.89) per Santos share via a scheme of arrangement. This represents a 28% premium to Friday’s closing price of A$6.96.The latest offer follows two earlier confidential, non-binding, and indicative proposals from the XRG Consortium to acquire 100% of Santos shares — first at US$5.04 per share in cash on March 21, 2025, and then at US$5.42 per share in cash on March 28, 2025.Goldman Sachs and JB North &amp; Co are acting as financial advisers to Santos; Rothschild &amp; Co is acting as independent board adviser.&nbsp;The bid marks Adnoc’s latest push to expand its presence in the liquefied natural gas (LNG) space, as Middle Eastern energy giants like Saudi Aramco increasingly focus on one of the world’s fastest-growing energy markets.The deal could give Adnoc significant stakes in key energy operations across Australia and Papua New Guinea.If the deal follows through, the XRG-led consortium would take control of two key Australian LNG projects — Gladstone LNG and Darwin LNG — and interests in PNG LNG and the undeveloped Papua LNG.The consortium is also advancing the Pikka oil project in Alaska, which is expected to begin production by mid-2026.In June, XRG announced plans to build a gas and LNG portfolio with an annual production capacity of 20 to 25 million metric tons by 2035.Santos’ shares closed up nearly 11% at A$7.7 on Monday.For updates and corrections, email newsroom[at]stocktwits[dot]com

A digitally generated depiction of an LNG tanker escorted by tugboats navigating through coastal waters. (Image Courtesy: Getty Images)

Adnoc-Led Consortium Makes $18.7B Bid For Australian Energy Company Santos

The latest offer follows two earlier confidential, non-binding, and indicative proposals from the XRG Consortium to acquire 100% of Santos shares

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