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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending following the announcement of a $9.7 billion AI cloud services contract with Microsoft, including a substantial prepayment. The community is buzzing about the potential impact of this deal, which involves providing access to NVIDIA GB300 GPUs, and speculating on whether this positions IREN as a major player in AI infrastructure. Some traders are debating whether to take profits, while others are eagerly anticipating further gains and potential deals.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending following news of a ~$5.5B lease agreement with Amazon Web Services for AI workloads, despite reporting slightly lower than expected earnings. The community is buzzing about the significance of this deal and future contracts, drawing comparisons to similar deals by competitors in the data center and AI space. Bullish sentiment is strong, with some anticipating significant gains in the near future.

Mannatech, Inc. engages in the development of nutritional supplements, topical and skin care products and weight-management products that target optimal health and wellness. Its product category includes integrative health, targeted health, wealth and fitness, skin care, essentials, and home. The company was founded by Marlin Ray Robbins and Samuel L. Caster in November 1993 and is headquartered in Flower Mound, TX.

Mannatech Inc

MTEX is trending due to its low float, with traders actively discussing its potential for a significant upward move. Community members are pointing to the stock's history of past runs and are watching for a break above key resistance levels. Some traders are expressing caution, suggesting the move may be a pump and dump.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending as investors discuss the company's potential revenue growth following recent earnings and future projections, especially the possibility of reaching $1 billion in 2026. The community is focused on whether upcoming catalysts, such as the potential launch of a new dosing regimen in 2027 and commercialization outside the US, will drive the stock towards a $10 billion market cap. Some traders are speculating on a potential buyout and how Neuraxpharm may factor into future decisions.

Kenvue, Inc. is a consumer health company, which engages in manufacturing and selling healthcare products which includes cosmetics, drugs, and medical devices. Its brands include Aveeno, BAND-AID Brand, Johnson’s, Listerine, Neutrogena, and Tylenol. It operates through the following segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment includes cough, cold and allergy, pain care, digestive health, and smoking cessation. The Skin Health and Beauty segment offers face and body care, and others. The Essential Health segment focuses on oral care, baby care, women's health, and wound care. The company was founded on February 23, 2022 and is headquartered in Summit, NJ.

Kenvue Inc

Kenvue ($KVUE) is trending following news of its acquisition by Kimberly-Clark ($KMB) for $48.7 billion in cash and stock, sparking a surge in KVUE shares and a drop in KMB's. Community discussions revolve around the deal's value for shareholders, potential gains, and calculations of the merger's impact on both stocks. Investor sentiment also considers concerns over Tylenol lawsuits and their broader effect on Kenvue's valuation.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is trending due to a regulatory update from the FDA regarding its Huntington's disease treatment, AMT-130, leading to community discussion about the future of the drug's approval. While some traders express concerns about the shift in FDA's position and the impact on the timeline for Biologics License Application (BLA) submission, others remain optimistic about the potential of the gene therapy and the company's pipeline, pointing to potential acquisition in the biotech sector.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending as investors anticipate upcoming earnings, with discussions focused on whether the company can justify its high valuation amidst AI sector growth. Community members are debating potential catalysts like new contracts and a possible stock split, while some express concern about the stock's high P/E ratio and potential for a post-earnings dip. The company's positioning in government and commercial sectors, along with its AI capabilities, remains a key talking point.

Kimberly-Clark Corp. engages in the manufacture and marketing of products made from natural or synthetic fibers. It operates through the following segments: North America, International Personal Care, and International Family Care and Personal. The North America segment consists of products encompassing each of daily-need categories across consumer and professional channels including disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, reusable underwear, facial and bathroom tissue, paper towels, napkins, wipers, tissue, towels, soaps and sanitizers and other related products. The International Personal Care segment consists of three core categories: Baby & Child Care, Adult Care, and Feminine Care, including disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, reusable underwear and other related products. The International Family Care and Professional segment consists of two core categories: Family Care and Professional, including facial and bathroom tissue, paper towels, napkins, wipers, tissue, towels, soaps and sanitizers and other related products. The company was founded by John A. Kimberly, Havilah Babcock, Charles B. Clark, and Frank C. Shattuck in 1872 and is headquartered in Irving, TX.

Kimberly-Clark Corp.

Kimberly-Clark's stock is trending following news of its agreement to acquire Kenvue in a deal valued at $48.7 billion, triggering mixed reactions from the community. While some investors see long-term value and free cash flow potential, others express concern over potential lawsuits tied to Kenvue and the overall deal terms, contributing to active debate.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals is trending as the community grapples with the aftermath of a recent lawsuit against a former FDA official and his subsequent resignation, with shareholders debating potential buyout scenarios and the impact on share value. Community members are actively discussing the lawsuit's allegations of bribery and defamation and also earnings call, alongside speculation about the company's future direction and potential for a buyout. The conversations highlight the stock's volatility and the community's intense focus on corporate actions and external influences.

Oxford Lane Capital is an investment company that invests primarily in debt and equity tranches of CLO vehicles.

Oxford Lane Capital Corp

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