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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 is seeing significant discussion and extreme volatility after Novo Nordisk filed a patent infringement lawsuit over its compounded semaglutide products, which Hims has since ceased, with the community sharply divided between concerns over legal and regulatory risks and the belief that the stock is oversold with short-squeeze potential.

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 is trending after issuing weaker-than-expected revenue guidance for the current quarter and fiscal year, despite a strong earnings beat, intensifying investor concerns that AI is disrupting the traditional software business model. The community is sharply divided, with many viewing the steep selloff as an overreaction and a buying opportunity given the company's cash position, while others remain cautious about AI's long-term impact on the SaaS sector.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as community excitement builds over impending EU approval for its Anktiva therapy and Saudi Arabia's expanding commitment to "all cancers" with IBRX, with many anticipating a significant short squeeze. Investors see the company as deeply undervalued, driven by its innovative immunotherapy's potential for widespread adoption in immune restoration and cancer treatment.

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 is trending after a sharp stock drop driven by a deteriorated financial outlook, unexpected leadership changes, a delayed filing, and an SEC probe into its accounting practices, leading to a community split between those seeing an oversold buying opportunity and others fearing significant financial irregularities.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending due to a striking disconnect between recent strong earnings, profitability, and a $500M share buyback, and an unprecedented streak of red daily candles pushing the stock to historic lows. Community sentiment is fiercely divided on whether this presents a generational buying opportunity fueled by its AI/AR smartglasses vision and a potential short squeeze, or if persistent management issues will continue to suppress its value.

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 following an 'Overweight' initiation and bullish price target from Morgan Stanley, amplifying the narrative around its strategic pivot to AI and high-performance computing data centers. The community is actively discussing the company's strong power infrastructure and key partnerships, like Google, positioning it favorably amidst booming demand for computing capacity, despite some noting its historical correlation with Bitcoin prices.

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 (RGNX) is trending due to a clinical hold placed on its RGX-121 and RGX-111 gene therapy programs following a potential tumor link with the AAV vector, just days before RGX-121's critical PDUFA date. The community is intensely debating whether an imminent Complete Response Letter or a delay is inevitable, with many expecting significant downside, while others highlight the company's other pipeline assets as the true value drivers.

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 is trending following its all-stock acquisition of Valaris, a $5.8 billion deal set to create a combined $17 billion offshore drilling industry leader. The community is actively discussing the potential for a strengthened fleet and significant cost savings to capitalize on an emerging upcycle, though some express concerns over shareholder dilution.

Valaris Ltd. engages in the provision of offshore contract drilling services to the international oil and gas industry. It operates through the following segments: Floaters, Jackups, ARO, and Other. The Floaters segment includes drillships and semisubmersible rigs. The Other segment is involved in management services on rigs owned by third-parties and the activities associated with arrangements with ARO under the bareboat charter arrangements. The company was founded in 1975 and is headquartered in Hamilton, Bermuda.

Valaris Ltd

Valaris is trending following the announcement of its all-stock acquisition by Transocean for approximately $5.8 billion, leading to significant community discussion around the deal's implications for shareholders and warrants. This M&A activity coincides with Valaris securing substantial new drilling contracts and ongoing conversations about a strengthening offshore energy sector.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON Semiconductor is trending amidst divided community sentiment surrounding its recent or anticipated earnings, as investors debate whether growth in AI data center and silicon carbide can outweigh ongoing automotive sector weakness and margin pressures. The company's partnership with NVIDIA and a large share repurchase program are key discussion points fueling both bullish and bearish perspectives.

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No Borders, Inc. engages in the business of deploying marketing, consulting, e-commerce, technology development, and products in verticals whose existing market participants are behind the curve of technological adoption, creating outsized disruption, and profitability opportunities. It also focuses on the human and pet wellness cannabinoid market, and medical and dental equipment and supplies vertical. The company was founded on May 28, 1999 and is headquartered in Mesa, AZ.

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