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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune Inc is trending following positive topline Phase 2b data for its MASH drug, pemvidutide, which demonstrated statistically significant improvements in key non-invasive liver tests and a favorable tolerability profile, with the FDA supporting a registrational Phase 3 trial. The community is actively discussing whether the initial market reaction is a "sell the news" event or a strategic accumulation by institutions, amid ongoing speculation about potential partnerships or a buyout to fund the next stage of development for this promising asset.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike (NKE) is a major talking point after its recent earnings report, which, despite an EPS and revenue beat, presented cautious guidance with anticipated shrinking sales and margins, notably in Greater China, alongside margin pressure from tariffs. This has sparked a divided community, with many seeing the sharp stock dip as an overreaction and a prime long-term buying opportunity, while others remain concerned about market share losses to competitors and the perceived weak leadership during the earnings call.

Galectin Therapeutics, Inc. is a biotechnology company, which engages in drug research and development to create new therapies for fibrotic disease, severe skin disease, and cancer. Its programs target the development of carbohydrate molecules which offers alternative options to larger market segments. The company was founded by James C. Czirr and Anatole A. Klyosov on July 10, 2000 and is headquartered in Norcross, GA.

Galectin Therapeutics Inc

Galectin Therapeutics is trending as the community eagerly awaits FDA guidance on its lead drug, Belapectin, for MASH cirrhosis, fueling widespread speculation around potential conditional approval, partnership, or buyout. Recent analyst upgrades and ongoing discussions about significant short interest are also driving conversation, with many anticipating a notable market event for this promising biotech.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending on significant anticipation of an imminent NASA Lunar Terrain Vehicle (LTV) contract award, bolstered by a presidential executive order focused on American space superiority. The community is actively discussing the company's high short interest, expecting a squeeze, and pointing to recent analyst upgrades as further validation of LUNR's critical role in the expanding lunar economy.

Amicus Therapeutics, Inc. is a biotechnology company, which focuses on discovering, developing, and delivering medicines for people living with metabolic diseases. Its product portfolio includes first and only approved oral precision medicine for people living with Fabry disease who have amenable genetic variants, a novel, clinical-stage, treatment paradigm for Pompe disease and a rare disease gene therapy portfolio. The company was founded by John Francis Crowley on February 4, 2002 and is headquartered in Princeton, NJ.

Amicus Therapeutics Inc

Amicus Therapeutics (FOLD) is trending due to the announcement of its acquisition by BioMarin Pharmaceutical for $14.50 per share in cash. The community views this as a strategic move to bolster BioMarin's leadership in rare diseases by integrating Amicus's key commercial products like Galafold. Investors are actively discussing the implications of this acquisition and speculating on potential future buyouts within the biotech sector.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber (WYFI) is trending due to a significant 10-year, $865 million colocation agreement with Nscale for AI infrastructure at its NC-1 data center, marking a major catalyst for the company. The community is buzzing with excitement over this long-term AI revenue visibility and the stock's notably low free float. This deal firmly positions WhiteFiber within the booming AI data center sector, drawing increased attention to its growth potential.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is experiencing a surge in conversation following multiple analyst upgrades, with price targets raised to $25, coupled with the significant expansion of its "Universal Hands-Free" assisted driving feature across millions of miles of roads. The community is actively discussing Rivian's transition from a pure EV manufacturer to a leader in autonomy and software, driven by its in-house AI chip development and upcoming R2 launch, igniting hopes for a major short squeeze.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending due to the highly anticipated launch of its new 'Predictions' app, signaling a strategic expansion into event-based betting. The community is actively discussing its potential market impact and how recent regulatory crackdowns on competitor prediction platforms might benefit DraftKings' federally regulated approach.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending after delivering an impressive earnings beat and raising its fiscal year outlook, fueled by stronger domestic package volumes and ongoing cost-cutting initiatives. While many in the community are bullish on its operational execution and market position, there is active discussion around the stock's price volatility and options market dynamics following the report, alongside concerns about broader macroeconomic headwinds.

BioMarin Pharmaceutical, Inc. engages in the development and commercialization of therapies for people with serious and life-threatening rare diseases and medical conditions. Its pipeline products include Valoctocogene roxaparvovec, Vosoritide, and BMN 307. The company was founded by John C. Klock, Christopher M. Starr and Grant W. Denison on March 21, 1997, and is headquartered in San Rafael, CA.

Biomarin Pharmaceutical Inc. - Registered Shares

BioMarin Pharmaceutical is actively trending due to its recent multi-billion dollar acquisition of Amicus Therapeutics, which significantly expands its rare disease portfolio with key treatments like Galafold and Pombiliti. The community is discussing how this strategic move makes BioMarin's ambitious revenue targets more tangible, aiming to accelerate growth and strengthen its financial outlook.

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SiTime (NASDAQ:SITM) Coverage Initiated at The Goldman Sachs Group

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SiTime Corp.is a micro-electromechanical system-based silicon timing solution. The company is transforming the timing industry with configurable solutions that replace legacy quartz devices and enable customers to differentiate their products with performance, smaller size, lower power, and reliability. The company was founded by Markus Lutz and Aaron Partridge on December 3, 2003 and is headquartered in Santa Clara, CA.

SiTime Corp

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