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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 Inc is trending after its CFO and General Counsel abruptly departed amidst an ongoing SEC accounting probe, invalidated financial disclosures, and significantly lowered guidance, triggering a massive stock sell-off. While many in the community express serious concerns about the company's financial integrity and long-term outlook, others view the steep decline as an overreaction and a potential opportunity for a bounce.

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 Inc. is trending after the FDA issued a Complete Response Letter for its Hunter syndrome gene therapy, RGX-121, raising concerns about trial design and following a clinical hold on a related program due to a patient tumor; community discussion is split between fears of significant setbacks and a belief that other key pipeline assets, like the AbbVie partnership, still offer substantial value.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is experiencing a sharp rebound, driven by renewed analyst confidence in robust AI server CPU demand and strategic leadership additions sparking major partnership speculation. While some in the community eye this as a significant buying opportunity, others remain wary of a 'dead cat bounce' following its post-earnings volatility.

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 seeing heavy discussion and a sharp sell-off following its recent earnings, which delivered mixed results and conservative guidance that many in the community view as an extreme overreaction given the company's profitability and AI-powered model. This severe market reaction, fueled by broader negative sentiment impacting the fintech sector, has sparked intense debate between those accumulating at what they see as deeply undervalued levels and others frustrated by alleged market manipulation.

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 ahead of its Q4 earnings report, with community discussion focused on its strategic hyperscaler contracts and full-stack AI infrastructure positioning amid an industry-wide surge in AI spending. Bullish investors are anticipating strong results and long-term growth, while some express caution regarding potential market volatility and profitability concerns.

Ichor Holdings Ltd. engages in designing, engineering, and manufacturing fluid delivery subsystems for semiconductor capital equipment. It offers gas and chemical delivery systems, which are key elements of the process tools used in the manufacturing of semiconductor devices. The firm also manufactures precision machined components, weldments, and proprietary products for use in fluid delivery systems for direct sales to its customers. The company was founded in 1999 and is headquartered in Fremont, CA.

Ichor Holdings Ltd

Ichor Holdings is experiencing a notable after-hours surge following a strong earnings report that surpassed expectations and provided an optimistic outlook. Community sentiment is highly bullish, fueled by both the positive financial results and speculative interest from reported political insider buying, emphasizing ICHR's role in the semiconductor capital equipment sector amidst a focus on domestic chip manufacturing.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify is trending due to anticipation surrounding its upcoming Q4 earnings, where investors are keen to see the impact of recent subscription price hikes and new content pushes like AI-powered playlists and music videos. The community is actively discussing potential customer churn versus increased profitability, compounded by recent analyst upgrades and reports of a major content catalog leak.

Satellos Bioscience, Inc. is a regenerative medicine company, which engages in developing novel therapeutics. It operates through a proprietary technology platform, MyoReGenX™ and Leveraging MyoReGenX™, which identify stem cell based regeneration deficits in muscle diseases and develop therapeutic solutions. The company was founded by Frank Gleeson and Michael Rudnicki on July 27, 2012 and is headquartered in Toronto, Canada.

Satellos Bioscience Inc

Satellos Bioscience (MSLE) is trending after its NASDAQ debut was swiftly followed by a significant equity raise and reverse stock split, sparking a fierce debate among investors over immediate dilution versus the long-term funding for its potentially "revolutionary" muscle regeneration drug for Duchenne Muscular Dystrophy.

Polkadot is a platform that allows diverse blockchains to transfer messages, including value, in a trust-free fashion; sharing their unique features while pooling their security. In brief, Polkadot is a scalable heterogeneous multi-chain technology.  Polkadot is heterogeneous because it is entirely flexible and makes no assumption about the nature or structure of the chains in the network. Even non-blockchain systems or data structures can become parachains if they fulfill a set of criteria.  Polkadot may be considered equivalent to a set of independent chains (e.g. a set containing Ethereum, Ethereum Classic, Namecoin and Bitcoin) except with important additions: pooled security and trust-free interchain transactability.  Many of the native parachains of Polkadot will be written using a Polkadot Runtime Environment SDK (e.g. Parity Technologies' Substrate).

Polkadot

Polkadot is actively discussed following its DAO's approval of a 2.1 billion token supply cap and the ongoing rollout of Polkadot 2.0 upgrades, which proponents see as a major catalyst for the deeply undervalued asset, while others remain skeptical about its past performance and future utility.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is experiencing significant volatility after the House passed a bill to extend ACA subsidies, leading to intense community debate over its future as investors weigh potential growth and a short squeeze against uncertainty surrounding the Senate's decision and impending Q4 earnings.

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