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Kura Oncology, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the research and development of medicines for the treatment of cancer. Its pipeline includes Tipifarnib, which is a Farnesyl transferase inhibitor for HRAS Mutant Solid Tumors, Chronic Myelomonocytic Leukemia, KO-947, which is an ERK inhibitor for MAPK Pathway Tumors, and KO-539, which is a Menin MLL inhibitor for acute leukemias. The company was founded by Troy E. Wilson, Yi Liu, Pingda Ren and Antonio Gualberto on August 22, 2014 and is headquartered in San Diego, CA.

Kura Oncology Inc

A selloff tied to concerns that Johnson & Johnsons menin-inhibitor data could increase competition in frontline AML is driving debate. Some traders view the reaction as overdone, citing ziftomenibs encouraging combination data and KOMZIFTIs commercial traction, while others remain cautious about competitive pressure and near-term volatility.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Traders are focused on ISRG giving back much of a sharp rally and testing its 10-day moving average; lighter volume has tempered concern, while the debate is whether support holds and the rebound remains intact.

Pinterest, Inc. engages in the operation of an AI-powered visual search and discovery platform. It enables users to find inspiration, curate ideas, search for products, and discover content through visual recommendations. The company was founded by Benjamin Silbermann, Paul Cahill Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterests Q3 revenue miss and softer next-quarter outlook have driven selling and analyst price-target cuts, despite record user growth and an adjusted EPS beat. Traders are split between seeing that growth and the lower valuation as support, and worrying that weaker ad monetization and AI-driven changes to browsing could limit revenue.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDBs CEO abruptly left for Meta shortly before Investor Day, triggering a sharp selloff and volatile rebound as former CEO Dev Ittycheria returned on an interim basis. Traders are split between viewing the reaction as an overdone leadership scaregiven reaffirmed guidance and upbeat AI product newsand remaining cautious about succession uncertainty and valuation.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

Analyst downgrades and price-target cuts following UiPaths investor day have fueled a sharp selloff and debate over whether its agentic-AI and orchestration products can translate into faster growth. Bulls see a financially solid, undervalued automation platform with long-term AI potential, while bears point to slowing growth and say the company still needs to prove stronger customer demand and monetization.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

Disappointing quarterly results and concerns about weaker revenue expectations have fueled selling and questions about Securitizes business model. Bulls counter that some revenue was deferred and the long-term tokenization opportunity remains intact, leaving the discussion split between near-term execution worries and confidence in the companys growth potential.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

A sharp selloff despite a strong quarterly report and upbeat guidance is driving discussion, with traders debating valuation and AI data-center spending risks against the companys growth prospects in connectivity chips. Some view the decline as a buying opportunity, while others expect more downside.

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 Q3 results missed expectations and the company sharply cut its full-year outlook as heavy investment in its Predictions business weighs on near-term profitability. Traders largely blame the spending and intensifying competition from prediction markets, questioning managements execution, while some view the selloff as an overreaction given continued growth in the core sportsbook business.

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.

Fiservs earnings reset and lowered guidance have prompted debate after a sharp rebound, with traders pointing to the new CEO, portfolio review and potential asset sales as turnaround supports. Bulls also speculate about short covering, while skeptics want clearer evidence of renewed growth and execution.

Alcoa Corp. engages in the bauxite mining, alumina refining, and aluminum smelting and casting. It operates through the Alumina and Aluminum segments. The Alumina segment consists of a refining system, including the mining of bauxite, which is then refined into alumina, a compound of aluminum and oxygen that is the raw material used by smelters to produce aluminum metal. The Aluminum segment is composed of smelting and casthouse system. The company was founded by Charles Martin Hall on July 9, 1886 and is headquartered in Pittsburgh, PA.

Alcoa Corp

Traders are watching Alcoas upcoming Q4 report alongside the South32/AliGroup acquisition, with discussion of closing costs and how alumina and aluminum prices could affect the deal. Views are split: some see long-term demand from data centers and aerospace as supportive, while others remain cautious about the stocks weak price action.

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$PYPL an ai agent clicking buy is not a new shopper. seems like software shopping for a household with the same paycheck does not create new spending, it just moves the same dollars with a fancier checkout

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PayPal Holdings Inc

 an ai agent clicking buy is not a new shopper. seems like software shopping for a household with the same paycheck does not create new spending, it just moves the same dollars with a fancier checkout

Clam Clamwell

@thatsolardude365  its a wise man’s words. Well said