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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 a battleground after mixed earnings revealing robust subscriber and revenue growth collided with declining gross margins and escalating legal challenges concerning its compounded GLP-1s, intensifying a tug-of-war between bulls and bears amid high short interest.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending due to a major strategic collaboration with Astellas to advance its PSMA-targeted PRO-XTEN T-cell engager, VIR-5500, bolstered by encouraging updated Phase 1 data demonstrating anti-tumor activity and a favorable safety profile in prostate cancer. This substantial deal is fueling community excitement and discussions about its potential to drive a short squeeze and re-rate the stock, though some investors remain cautious about historical volatility.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending after a sharp stock decline, triggered by an Anthropic blog post touting its AI's ability to automate COBOL modernization, which has ignited community debate over whether this represents a fundamental AI disruption to IBM's legacy services or an overreaction creating a significant buying opportunity.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as its upcoming Q4 earnings report is seen as a critical 'make-or-break' moment for validating its long-term 1,000+ qubit roadmap and commercial strategy. The community remains sharply divided between those optimistic about its strategic initiatives and those concerned with current valuation, R&D execution, and insider selling within the highly speculative quantum sector.

Invesco Capital Management LLC - Invesco India ETF

Invesco India ETF

Invesco India ETF (PIN) is gaining attention as India's economy solidifies its position as the world's fourth-largest, fueled by substantial investments from tech giants like Amazon and Microsoft into its AI and cloud infrastructure. Investors are actively debating the implications of this rapid growth for Indian market ETFs.

BlackRock Institutional Trust Company N.A. - iShares India 50 ETF

iShares India 50 ETF

INDY is trending due to India's robust economic growth and strategic positioning, highlighted by strong PMI figures and a recently sealed free trade agreement with the UK. While trade negotiations with the US face complexities regarding tariffs and energy imports, investors widely see India as a long-term growth market and a compelling alternative to China.

WisdomTree Trust - WisdomTree India Earnings Fund

This India-focused ETF is drawing attention as traders evaluate its performance against fluctuating Indian markets and a weakening rupee, while the community continues to debate India's strong long-term growth narrative versus its recent underperformance compared to other emerging markets.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilio is trending as its earnings report, highlighting improved profitability and a significant role in AI-driven communications, sparks a mixed market reaction. While some view it as an undervalued AI infrastructure play, others are cautious about decelerating organic growth and compressing gross margins.

BlackRock Institutional Trust Company N.A. - iShares MSCI India ETF

iShares MSCI India ETF

INDA is trending due to active high-stakes trade negotiations with the US, raising hopes for eased tariffs, while India's robust economic growth and supportive central bank policies continue to fuel its long-term investment narrative. The investment community is keenly watching for a market rebound and India's increasing strategic importance in global supply chain diversification.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending following a key arbitration win against Repsol, reinforcing community sentiment that the LNG producer is a "cash cow" positioned to become a global leader. Bullish outlooks are driven by anticipation of robust demand from Europe's critically low gas reserves and increasing energy needs for data centers, even amidst ongoing price volatility.

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$MBI maybe rounding out a little bottom here. Wonder if $BAM might want to consolidate with AMBAC (they are finalizing final Oak tree acquisition in Q1). Probably makes sense to add a second portfolio in run-off for scale. Perhaps the $AGO annuity reinsurance biz is indication that they lost out on MBIA.

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MBIA Inc.

Brookfield Asset Management Inc. - Ordinary Shares - Class A

Assured Guaranty Ltd

 maybe rounding out a little bottom here. Wonder if 

 might want to consolidate with AMBAC (they are finalizing final Oak tree acquisition in Q1). Probably makes sense to add a second portfolio in run-off for scale. Perhaps the 