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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 (ALT) is at the center of investor discussion following a strategic direct offering that secures funding for its pivotal MASH trial, coupled with a notable initiation of analyst coverage. The community views this financial strengthening and the drug's Breakthrough Therapy Designation as significantly de-risking the asset, sparking widespread speculation about enhanced leverage for a potential partnership or acquisition in the competitive MASH and weight loss market.

Richtech Robotics, Inc. engages in the development of robotics and artificial intelligence. The firm designs, manufactures, and sells robots to restaurants, hotels, senior living centers, casinos, factories, and movie theaters. Its robots perform a variety of services including restaurant running and bussing, hotel room service delivery, floor scrubbing and vacuuming, and beverage and food preparation. The company was founded by Zhen Wu Huang and Zhen Qiang Huang on July 19, 2016 and is headquartered in Las Vegas, NV.

Richtech Robotics Inc. - Ordinary Shares - Class B

Richtech Robotics Inc.

Richtech Robotics Inc. is experiencing a notable surge in market activity driven by its collaboration with Microsoft's AI Co-Innovation Labs to integrate Azure-powered agentic AI into its robotic systems. This news has sparked widespread community discussion, with many viewing it as a major validation for the company within the rapidly expanding robotics and AI sectors, while others express skepticism regarding the long-term impact and potential for profit-taking.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is a top trending stock following strong recent financial results and an upbeat long-term outlook, which highlighted robust order intake for its advanced chipmaking equipment. The community is actively discussing ASML's indispensable role as a near-monopoly supplier driving the semiconductor capital expenditure cycle amid surging global demand for AI-driven technology.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending amidst strong investor frustration over its prolonged stock underperformance, despite aggressive share buybacks and a fundamentally sound business. With upcoming earnings viewed as a make-or-break moment, the community is sharply divided between those who see the fintech powerhouse as an extremely undervalued opportunity and those who consider it a painful value trap. Recent strategic partnerships and acquisitions in AI-driven commerce are struggling to shift a narrative heavily focused on perceived management shortcomings and market manipulation.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is generating significant buzz following the unveiling of its Maia 200 AI chip, designed to enhance AI inference and reduce reliance on external suppliers. Community discussion is intensely focused on the upcoming earnings report, with high expectations for continued Azure cloud growth and Copilot monetization, alongside speculation regarding a potential stock split. These developments highlight Microsoft's pivotal role as a mega-cap leader in the evolving AI and cloud computing landscape.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending after securing significant new contracts with both the U.S. Army and the Department of Health and Human Services, generating optimism around its expanding federal sector presence and new CEO. Community discussion is heavily focused on the stock's high short interest, with many anticipating a potential short squeeze, while others debate its long-term valuation and path to profitability. These developments position C3.ai as a key focus for investors seeking a turnaround story within the growing enterprise AI market.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is heavily trending after a significant sector sell-off, triggered by the government's proposed minimal Medicare Advantage payment rate for 2027, which dramatically undershot market expectations. The community is sharply divided, with many debating if this is an overreaction and a prime "buying opportunity," while others anticipate further declines as the future profitability of managed care faces policy uncertainty.

Stride, Inc. is a technology-based educational company, which engages in the provision of proprietary and third-party curriculum, software systems and educational services. It also offers online curriculum and career services to middle and high school students, under the Destinations Career Academy brand name. The company was founded by Ronald J. Packard in 2000 and is headquartered in Reston, VA.

Stride Inc

Stride Inc. is trending after reporting strong earnings and an enrollment surge, notably in its Career Learning segment, alongside resolving prior technical issues. The company also announced a significant stock repurchase program, leading to community discussion around the stock being undervalued and potential for a short squeeze. Many in the community see this as a significant turnaround opportunity for the online education leader.

Lantronix, Inc. engages in the provision of software as a service (SaaS), engineering services, and hardware for Edge Computing, the Internet of Things (IoT), and Remote Environment Management (REM). Its services include Embedded IoT Solutions, IoT Systems Solutions, and Software and Engineering Services. The company was founded by Bernhard Bruscha in June 1989 and is headquartered in Irvine, CA.

Lantronix Inc

Lantronix (LTRX) is currently experiencing strong market interest due to its expanding role in the Edge AI and drone technology sectors, highlighted by recent strategic partnerships with Qualcomm and integration into U.S. Army-approved drone programs. The community is actively discussing LTRX's perceived undervaluation compared to industry peers, anticipating significant future growth from these high-demand segments and a potential re-rating.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is trending amidst a "memory supercycle," fueled by strong earnings from peers like SK Hynix and Seagate, which highlighted robust demand for AI-driven storage solutions. The community is actively debating whether the rally is sustainable, with bulls anticipating continued upside on upcoming earnings, while bears warn of extreme overvaluation and a potential market correction after a rapid ascent.

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