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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 trending intensely as a recent partnership with Novo Nordisk has resolved a major legal overhang, igniting a fervent community belief in an impending short squeeze due to high short interest and the perceived destruction of the bear thesis in the GLP-1 market.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is surging after reporting strong earnings, driven by explosive AI-driven cloud infrastructure growth and a massive increase in remaining performance obligations, which has ignited a fierce debate among investors eager to capitalize on the stock's AI transformation while others anticipate profit-taking and a potential fade.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending as its new SiC power solutions, critical for advancing AI data center efficiency and high-power applications, are generating significant community buzz. Investors are closely watching for potential partnership announcements, particularly in connection with major AI players, despite discussions around its current revenue figures and high short interest.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as its CEO converted a significant amount of company debt to equity at a substantial premium, bolstering the balance sheet and signaling strong confidence. This is compounded by its new 1 million square foot factory, U.S. Army qualification, and an $11.5 million defense contract, which solidify its critical role in advanced manufacturing for aerospace and defense.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital (NUAI) is trending on widespread anticipation of a significant hyperscaler tenant announcement for its Texas Critical Data Centers campus, strategically located for AI workloads requiring substantial and reliable behind-the-meter power. The community actively discusses the delayed tenant reveal, recent land acquisition, and a 450 MW generation plan, while also navigating a selling stockholder offering amidst strong short interest.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Round Rock, TX.

TSS Inc

TSS Inc. is trending after reporting a strong Q4 and full-year earnings beat, highlighting significant growth in its AI rack integration business and securing a two-year extension with its largest customer, Dell. The community is actively discussing TSSI's crucial role in the booming AI infrastructure buildout, driven by Dell's escalating AI server backlog, with many anticipating substantial price appreciation and a potential short squeeze.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

Campbell Soup Co.

Campbell Soup Co. is trending after reporting a disappointing Q2, missing earnings and revenue estimates, and subsequently lowering its full-year profit and organic sales outlook primarily due to weaker snack performance. This has ignited community debate, with many expressing deep concern about the company's trajectory and broader sector headwinds, while others are bottom-fishing at multi-decade lows, citing strong brands like Rao's and potential tariff relief as long-term tailwinds.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is actively discussed after its Q4 earnings highlighted strong revenue growth and increased 2026 guidance, alongside expanding autonomous delivery with White Castle on Uber Eats and a strategic healthcare robotics acquisition. This confluence of developments is driving community debate on its significant valuation against its long-term potential in the burgeoning physical AI sector.

Domo, Inc. designs, develops, and markets executive management software solutions. It offers customized software tools for business operations, customer relationship management, human resources, and financial reporting. The company was founded by Joshua G. James in September 2010 and is headquartered in American Fork, UT.

Domo Inc. - Ordinary Shares - Class B

Domo Inc.

Domo Inc. is trending following better-than-expected earnings, marked by improved cash generation and profitability, alongside news of the company actively exploring strategic alternatives. This has sparked a lively debate among traders, with many anticipating further upside from potential M&A or renewed interest in AI data analytics, while others remain wary of the company's historical volatility and debt.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Historic proposed oil reserve releases by the IEA and rising U.S. inventories are clashing with ongoing geopolitical tensions and reports of potential mining in the Strait of Hormuz, creating intense volatility and sharply dividing the community on the future direction of oil prices.

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Indian shares extend losses after Tuesday’s selloff; rupee slumps to record low

Indian shares fell on Wednesday, extending losses after their steepest drop in over eight months in the previous session, as global trade and geopolitical woes continued to fuel foreign selling. The Nifty 50 fell 0.3% to 25,157.5 while the BSE Sensex eased 0.33% to 81,909.63, both logging fresh three-month lows. The indexes fell 1.4% and 1.3% on Tuesday. Asian stocks extended losses to a third session amid mounting tensions over President Donald Trump’s threats to acquire Greenland and reignite a trade war with the European Union. Weak domestic earnings, marked by misses from heavyweights such as Reliance Industries and ICICI Bank, and foreign outflows have also dragged Indian shares. Twelve of 16 major sectors logged losses. The small- and mid-caps lost 0.9% and 1.1%, respectively, to close at eight-month and three-month lows. “A wave of global turbulence has washed over domestic equities, dragging markets lower, not because of weakening fundamentals at home, but due to a dramatic shift in global risk appetite,” said Deven Choksey, managing director at DRChoksey FinServ. “As U.S. bond yields rise and geopolitical tensions escalate, fueled by fresh tariff threats, investors worldwide are racing to de-risk their portfolios, unleashing a renewed bout of foreign outflows from India”.

Brief India: WeWork India IPO - RHP Updates - Growing Footprint, Softening Operational Trends and more

In this briefing: WeWork India IPO - RHP Updates - Growing Footprint, Softening Operational Trends Asia Structural Underweight Persists as Americas Stay Overweight, EMEA Recovers Jain Resource Recycling IPO Trading - Decent Anchor; Tepid Overall Demand Tata Capital IPO : Update on Q1FY26 Financials, IPO Valuation, Peer Comparison and View PTC India Financial Services Ltd- Governance Turmoil Resurfaces 1. WeWork India IPO - RHP Updates - Growing Footprint, Softening Operational Trends WeWork India Management Ltd (1690124D IN) is looking to raise about US$338m in its India IPO. The all-secondary IPO has been downsized from its initial estimated size of about US$407m. WeWork India (WWI) offers a wide range of workspace solutions, including custom-designed buildings, floors, and offices; enterprise office suites; private offices; co-working spaces; customized managed offices; and hybrid digital solutions. In our earlier notes, we have looked at the companys past performance. In this note, we talk about the RHP updates. 2.

Brief India: Asia Structural Underweight Persists as Americas Stay Overweight, EMEA Recovers and more

In this briefing: Asia Structural Underweight Persists as Americas Stay Overweight, EMEA Recovers Jain Resource Recycling IPO Trading - Decent Anchor; Tepid Overall Demand Tata Capital IPO : Update on Q1FY26 Financials, IPO Valuation, Peer Comparison and View PTC India Financial Services Ltd- Governance Turmoil Resurfaces Primer: HDFC Limited (HDFC IN) - Sep 2025 1. Asia Structural Underweight Persists as Americas Stay Overweight, EMEA Recovers Asia dominates EM allocations at ~7075%, though funds remain structurally underweight versus benchmark; Americas overweight has plateaued, and EMEA is recovering from 2022 lows. 83.8% of funds overweight Americas, just 17.5% overweight Asia; EMEA shows signs of rotation but still leans underweight overall. Sub-Region trends: EM Asia ex-ASEAN underweight deepens, LATAM remains consensus overweight, MENA underweight narrows, while Developed Market exposure fades to record lows. 2. Jain Resource Recycling IPO Trading - Decent Anchor; Tepid Overall Demand Jain Resource Recycling (2300699D IN) raised about US$142m in its India IPO.

Brief India: Jain Resource Recycling IPO Trading - Decent Anchor; Tepid Overall Demand and more

In this briefing: Jain Resource Recycling IPO Trading - Decent Anchor; Tepid Overall Demand Tata Capital IPO : Update on Q1FY26 Financials, IPO Valuation, Peer Comparison and View PTC India Financial Services Ltd- Governance Turmoil Resurfaces Primer: HDFC Limited (HDFC IN) - Sep 2025 Pick of the Week: Genus Power Infrastructures Ltd - 27th September, 2025 1. Jain Resource Recycling IPO Trading - Decent Anchor; Tepid Overall Demand Jain Resource Recycling (2300699D IN) raised about US$142m in its India IPO. The company is primarily focused on manufacturing of non-ferrous metal products by recycling of non-ferrous metal scrap. It is also engaged in trading of non-ferrous metals and other commodities. We have looked at the companys past performance and valuations in our previous notes. In this note, we will talk about the trading dynamics. 2. Tata Capital IPO : Update on Q1FY26 Financials, IPO Valuation, Peer Comparison and View Our earlier insight Tata Capital IPO Jinxed by Tata Motors Finance describes how post merger with Tata Motor finance, the finance metrics of the company changed.

Brief Finance: Tata Capital IPO : Update on Q1FY26 Financials, IPO Valuation, Peer Comparison and View and more

In this briefing: Tata Capital IPO : Update on Q1FY26 Financials, IPO Valuation, Peer Comparison and View Mirae Asset Group Companies Continuing To Buy Mirae Asset Life Insurance - A Prelude to Delisting? PTC India Financial Services Ltd- Governance Turmoil Resurfaces Neptune Insurance Holdings Inc. (NP): Investors See Upside in Private Option to Flood Insurance Primer: HDFC Limited (HDFC IN) - Sep 2025 1. Tata Capital IPO : Update on Q1FY26 Financials, IPO Valuation, Peer Comparison and View Our earlier insight Tata Capital IPO Jinxed by Tata Motors Finance describes how post merger with Tata Motor finance, the finance metrics of the company changed. In this insight we discuss about updates from Q1FY26 results and key observations on the same. This also discusses about the IPO valuation, peer comparison and our view. 2. Mirae Asset Group Companies Continuing To Buy Mirae Asset Life Insurance - A Prelude to Delisting? The increased purchase of Mirae Asset Life Insurance shares by the Mirae Asset Group companies could be a PRELUDE to a potential voluntary delisting of Mirae Asset Life Insurance.

PTC India Financial Services Ltd. engages in the provision of total financing solutions to the energy value chain. The firm is also involved in investing in equity or extending debt to road infrastructure projects and power projects in generation, transmission, distribution, fuel resources, and fuel related infrastructure. The company was founded on September 8, 2006 and is headquartered in New Delhi, India.

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