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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

The FDA's issuance of a Complete Response Letter (CRL) for Regenxbio's RGX-121 gene therapy for Hunter syndrome is driving intense conversation, with the community expressing significant concerns about the trial design, financial implications, and potential dilution amidst broader scrutiny of gene therapy development.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

FISV is trending intensely ahead of its earnings, with the community sharply divided between those anticipating a strong rebound fueled by perceived undervaluation, recent institutional accumulation, and new leadership's strategic moves, and those fearing another significant drop due to past disappointments, heavy put option activity, and ongoing fintech sector concerns.

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 (KD) is in focus following the abrupt departure of its CFO and general counsel amidst an accounting review and delayed regulatory filings, triggering a severe sell-off. The community is debating whether the IT infrastructure provider's over 50% stock drop is an extreme overreaction and a buying opportunity, or a justified response to serious governance concerns.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group (CRDO) is surging after pre-announcing preliminary Q3 revenue significantly above prior guidance and consensus, coupled with a robust outlook for sequential growth into fiscal year 2027. The community is vigorously discussing this strong performance, highlighting its crucial role in the ongoing AI data center buildout and the massive capital expenditure increases from hyperscalers, expecting continued upward momentum.

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 experiencing significant volatility following its mixed Q4 earnings, which showed an EPS beat but a revenue miss and conservative 2026 guidance prioritizing prudent risk management. While the market is punishing PGY, many in the community view the dramatic sell-off as an extreme overreaction given the company's profitability, strong fundamentals, and historically low valuation compared to peers in the fintech and AI sectors.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkor Technology is trending following its robust Q4 earnings beat, though a mixed Q1 outlook is fueling debate among investors between short-term caution and long-term optimism regarding its pivotal role in advanced AI and data center packaging, bolstered by strategic investments and CHIPS Act funding.

Silvercorp Metals, Inc. engages in the acquisition, exploration, development, and mining of mineral properties and Environmental, Social and Governance practices. It operates through Mining and Administrative segments. The Mining segment includes Henan Luoning, Guangdong, and others. Its products include Silverbearing lead and Zinc Concentrates.The Administrative segment focuses on Vancouver and Beijing. The company was founded by Rui Feng on October 31, 1991 and is headquartered in Vancouver, Canada.

Silvercorp Metals Inc

Silvercorp Metals Inc.

Silvercorp Metals is trending due to a blowout quarterly earnings report that exceeded estimates, with the community actively discussing its perceived undervaluation and anticipating a significant price surge, bolstered by strong precious metals market conditions.

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 trending amid anticipation for its upcoming earnings and significant market speculation regarding the uncertain fate of a House-passed bill to extend ACA subsidies; the community remains sharply divided, with some foreseeing a major re-rating due to policy tailwinds and execution, while others highlight financial challenges and broader sector headwinds.

Upwork, Inc. is an online marketplace which engages in the provision of businesses to find, hire, and pay freelancers for short-term and longer-term projects. Its marketplace offerings include Upwork Basic, Upwork Plus, Upwork Business, Upwork Enterprise, and Upwork Payroll. The company was founded by Odysseas Tsatalos and Efstratios Karamanlakis in December 2013 and is headquartered in Palo Alto, CA.

Upwork Inc

Upwork is trending lower after its latest earnings report, with disappointing Q1 guidance overshadowing beats on Q4 figures and positive long-term projections. The community is actively debating whether the significant price drop is an overreaction or signals deeper concerns about AI's impact on the gig economy and the company's future growth trajectory.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the Design Automation and Design IP segments. The Design Automation segment includes silicon design, verification of products and services, and Ansys products, and system integration of products and services. The Design IP segment refers to interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies primarily in the semiconductor and electronics industries. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys is trending after Nvidia's $2 billion strategic investment and expanded partnership, which the community views as a significant validation of its indispensable role in AI-driven chip design and engineering. This collaboration solidifies Synopsys' position as a critical enabler in the booming semiconductor industry.

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Life360, Inc. engages in the development of location sharing mobile applications. It offers mobile applications, which include features that range from communications to driving safety and location sharing. It operates through the following geographical segments: North America, Europe, Middle East, and Africa, and Other International Regions. The company was founded by Chris Hulls, Dilpreet Singh, and Alex Haro in 2007 and is headquartered in San Mateo, CA.

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