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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 experiencing significant volatility and community debate after pulling its compounded GLP-1 drug amid a patent infringement lawsuit from Novo Nordisk and increased regulatory scrutiny. Investors are sharply divided between calls for a short squeeze and a rebound from oversold levels, and predictions of further downside due to ongoing legal and business model challenges.

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.

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 currently trending after its stock dramatically dropped following news of an SEC review into its accounting practices, reduced guidance, and the departure of its CFO and General Counsel. The community is sharply divided, with some calling it an extreme "overreaction" and a unique "buy-the-dip" opportunity, while others express severe concerns about potential financial improprieties, urging investors to "stay away" until more clarity emerges.

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.

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.

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'.

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.

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.

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.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster is trending as the community discusses its strategic acquisition of StereoLabs, which creates a unified lidar and camera platform for Physical AI applications. This move is largely seen as strengthening Ouster's market leadership and accelerating its path to profitability through StereoLabs' EBITDA-positive business.

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Brief Consumer: Hiday Hidaka (7611 JP): Q3 FY02/26 flash update and more

In this briefing: Hiday Hidaka (7611 JP): Q3 FY02/26 flash update BellRing Brands Inc.: The Distribution Expansion Play—How Food Trent: Time to Pivot! Upgrade to ADD Pre-IPO Sichuan Teway Food Group (A/H Listing) - Business Model, Risks and Thoughts on Valuation ITC Ltd - Near Term Tax Hike Challenges; Rating Revised to HOLD 1. Hiday Hidaka (7611 JP): Q3 FY02/26 flash update Cumulative Q3 FY02/26 revenue reached JPY46.2bn, 77.0% of the full-year forecast, with a 12.7% YoY increase. Operating profit rose 30.7% YoY to JPY5.3bn, achieving 88.1% of the full-year forecast, with record highs. Hidakaya restaurants contributed JPY43.9bn to revenue, accounting for 95.0% of total revenue, with a 12.7% YoY increase. 2. BellRing Brands Inc.: The Distribution Expansion Play—How Food BellRing Brands' fourth quarter results and fiscal year 2025 performance signal a company that is navigating both growth opportunities and competitive challenges. The company reported a robust 16% increase in net sales and an adjusted EBITDA margin of 20.8%, underscoring its capacity to execute on strategic initiatives such as media campaigns, distribution expansion, and innovation while maintaining strong profitability metrics.

Brief Equities Bottom-Up: BellRing Brands Inc.: The Distribution Expansion Play—How Food and more

In this briefing: BellRing Brands Inc.: The Distribution Expansion Play—How Food Sobha: Demand Momentum Remains Intact. Maintain BUY Trent: Time to Pivot! Upgrade to ADD ITC Ltd - Near Term Tax Hike Challenges; Rating Revised to HOLD Car Trade Tech: Driving PAT Growth Via Massive Operating Leverage 1. BellRing Brands Inc.: The Distribution Expansion Play—How Food BellRing Brands' fourth quarter results and fiscal year 2025 performance signal a company that is navigating both growth opportunities and competitive challenges. The company reported a robust 16% increase in net sales and an adjusted EBITDA margin of 20.8%, underscoring its capacity to execute on strategic initiatives such as media campaigns, distribution expansion, and innovation while maintaining strong profitability metrics. A key highlight from the quarter was the impressive 20% consumption growth of its Premier Protein shakes, attributed to promotional events, despite a 17% uptick in net sales for the overall product line. 2.

Brief Consumer: BellRing Brands Inc.: The Distribution Expansion Play—How Food and more

In this briefing: BellRing Brands Inc.: The Distribution Expansion Play—How Food Trent: Time to Pivot! Upgrade to ADD Pre-IPO Sichuan Teway Food Group (A/H Listing) - Business Model, Risks and Thoughts on Valuation ITC Ltd - Near Term Tax Hike Challenges; Rating Revised to HOLD HSTECH Index Rebalance Preview: Changes If Index Universe Is Expanded 1. BellRing Brands Inc.: The Distribution Expansion Play—How Food BellRing Brands' fourth quarter results and fiscal year 2025 performance signal a company that is navigating both growth opportunities and competitive challenges. The company reported a robust 16% increase in net sales and an adjusted EBITDA margin of 20.8%, underscoring its capacity to execute on strategic initiatives such as media campaigns, distribution expansion, and innovation while maintaining strong profitability metrics. A key highlight from the quarter was the impressive 20% consumption growth of its Premier Protein shakes, attributed to promotional events, despite a 17% uptick in net sales for the overall product line. 2.

Brief Equities Bottom-Up: Sobha: Demand Momentum Remains Intact. Maintain BUY and more

In this briefing: Sobha: Demand Momentum Remains Intact. Maintain BUY Trent: Time to Pivot! Upgrade to ADD ITC Ltd - Near Term Tax Hike Challenges; Rating Revised to HOLD Car Trade Tech: Driving PAT Growth Via Massive Operating Leverage Abbisko Cayman (2256 HK): Pimicotinib Approval A Big Positive, Pipeline Offers Promise 1. Sobha: Demand Momentum Remains Intact. Maintain BUY Sobha (SDL)’s Q3FY26 operational performance reinforces the demand resilience and execution momentum highlighted in our earlier note SDL reported its highest-ever quarterly pre-sales of INR 21.2bn, representing a 52% YoY and 11% QoQ growth, driven by healthy traction across core markets and strong response to recent launches SDL’s own share of sales remained elevated at ~86%, enhancing cash flow visibility Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Trent: Time to Pivot!

Brief Equities Bottom-Up: Trent: Time to Pivot! Upgrade to ADD and more

In this briefing: Trent: Time to Pivot! Upgrade to ADD ITC Ltd - Near Term Tax Hike Challenges; Rating Revised to HOLD Car Trade Tech: Driving PAT Growth Via Massive Operating Leverage Abbisko Cayman (2256 HK): Pimicotinib Approval A Big Positive, Pipeline Offers Promise DNOW: A More Diversified Distribution Platform Enhances Financial Strength 1. Trent: Time to Pivot! Upgrade to ADD In our June-25 deep-dive on Trent, we highlighted (1) signs of fatigue in Westside and (2) Zudio’s peak efficiency, which kept us at bay from being constructive on an otherwise top-class franchise Post a near 50% price correction (from peak to trough), it may perhaps be time to pivot as risk-reward turns favourable However, we first test the inputs to operational KPIs (SSSG and store expansion) – (1) ~54% of the Zudio network has been added in the past 18 months, a lion’s share of these will be included in SSSG computation FY27 onwards, (2) 60% of incremental store adds (73 stores added) from FY25 to Oct-25 have come in under-retailed catchments of North and East (N and E) – another SSSG-friendly move, (3) Westside’s >50% jump in memberships in FY25 may also provide a healthy SSSG lever, going forward, and (4) store expansion may still have legs (170-180 stores annually), given that 139 out of Zudio’s 225 district presence are catchments where number of stores are ≤ 5 and its store share (within value fashion peers) in these catchments is >15%, indicating the lack of an alternative.

ITC Ltd. operates as a holding company, which engages in the manufacturing and trading of consumer products. It operates through the following segments: Fast Moving Consumer Goods (FMCG) Cigarettes; FMCG Others; Hotels; Paperboards, Paper and Packaging, and Agri Business. The FMCG Cigarettes segment markets and sells tobacco and cigars. The FMCG Others segment distributes packaged foods, clothes, school and office supplies, safety matched, agarbattis, and personal care products. The Hotels segment manages and operates hotel and restaurant chains. The Paperboards, Paper and Packaging segment produces and supplies specialty boards, graphic boards, and printing papers. The Agri Business segment exports feed ingredients, food grains, processed fruits, coffee, and seafood. The company was founded on August 24, 1910 and is headquartered in Kolkata, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	3.93	--	--	N/A
Q3 '25	4.17	--	--	N/A
Q2 '25	4.12	4.10	-0.51%	MISSED
Q1 '25	3.96	--	--	N/A
Q4 '24	3.93	--	--	N/A

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