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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 due to its all-stock acquisition of Valaris (VAL), a strategic consolidation that the community largely views as enhancing its market leadership and pricing power in an anticipated offshore drilling upcycle, though some express concerns over share dilution.

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 ($PGY) is trending due to a significant market sell-off following its Q4 earnings, where conservative guidance for the coming year overshadowed stronger-than-expected profitability. The community is debating whether this reflects an extreme overreaction to management's focus on prudent risk management or a deeper concern within the AI-powered fintech sector.

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.

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.

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 experiencing a sharp sell-off after issuing a weaker-than-expected revenue outlook and withdrawing its long-term targets, intensifying broader market fears about AI disruption to the traditional software sector. Despite beating Q4 earnings, the community is divided between those viewing the steep decline as an overreaction and a buying opportunity, and others who believe AI poses a fundamental threat to the SaaS business model.

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'.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending as community discussion heats up around the recent inauguration of its Eagle Line, a significant step toward scalable solid-state battery production. While bulls anticipate potential OEM partnership announcements and licensing deals, others express frustration over the stock's performance and await concrete revenue details from the upcoming earnings report.

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 due to intense community speculation surrounding an imminent FDA decision on its RGX-121 gene therapy for Hunter Syndrome, as a recent clinical hold on the program and a related therapy, stemming from a serious adverse event, has many anticipating a Complete Response Letter or a regulatory delay.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics is trending as its Eversense 365 one-year implantable CGM recently received European CE Mark approval and integrated with the twiist automated insulin delivery system, signaling potential for expanded market access. While the community highlights the product's superior technology and opportunities from competitor issues, many investors express mixed sentiment due to concerns over management's commercial execution and historical stock performance.

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Gibraltar Lowers 2025 Guidance on Market Softness, Stock Down

ROCK slashes 2025 guidance on softer demand and timing issues, sending shares down 11.4% as sales, earnings and EBITDA targets have been cut.

Gibraltar Industries, Inc. engages in the manufacture and provision of products and services for the renewable energy, residential, and infrastructure markets. It operates through the following segments: Residential, Infrastructure, Renewables, and Agtech. The Residential segment includes roof and foundation ventilation products, rain dispersion products and roofing accessories, centralized mail systems, and electronic package solutions. The Infrastructure segment provides engineered solutions for bridges, highways, and airfields including structural bearings, expansion joints, pavement seals, elastomeric concrete, and bridge cable protection systems. The Renewables segment focuses on the designing, engineering, manufacturing, and installation of solar racking and the electrical balance of systems and greenhouse structures. The Agtech segment offers growing and processing solutions including designing, engineering, manufacturing, full scope construction, and maintenance and support of greenhouses, indoor growing operations, and botanical extraction systems. The company was founded on September 1, 1972 and is headquartered in Buffalo, NY.

Gibraltar Industries Inc.

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