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Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is a central topic of discussion, driven by its presentation at the J.P. Morgan Healthcare Conference, alongside recent announcements including the appointment of a Chief Commercial Officer and completion of enrollment for its VK2735 maintenance dosing study. The community is sharply divided: bulls emphasize the drug's "best-in-class" potential, robust clinical data, and strategic leadership moves positioning the company for significant partnerships in the rapidly expanding GLP-1 obesity market. Conversely, skeptics point to persistent stock underperformance, past insider selling, and the formidable competition, questioning the company's ability to capitalize on its assets and anticipating a "sell the news" reaction from the conference.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amid discussions surrounding potential new tariffs on countries trading with Iran and a reported DOJ probe into Fed Chair Powell, sparking debate on market stability and the independence of the central bank. Despite these headlines, a strong bullish sentiment prevails among many, emphasizing buying opportunities during dips and highlighting the market's resilience. The community is actively discussing whether the market can sustain its upward momentum given these geopolitical and regulatory concerns, often with frustration from those anticipating a significant pullback.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending due to strategic announcements around its ambitious "Meta Compute" AI infrastructure buildout, which includes securing multi-gigawatt nuclear energy agreements to power future data centers. This aggressive AI push, alongside reported layoffs in the Reality Labs division, is sparking mixed community reactions regarding the scale of investment versus potential returns. Investors are keenly observing these developments as Meta intensifies its position in the global AI race, with many awaiting further clarity on the long-term vision.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is experiencing strong upward momentum, driven by growing optimism for its Artificial Intelligence and Cloud divisions. The community is buzzing about this breakout, fueled by reports of resumed high-performance AI chip shipments to China and a broader positive sentiment shift toward the Chinese tech sector. Many anticipate a significant re-rating as investors eye reallocation into these names.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics is trending due to the FDA's decision to waive the Advisory Committee meeting for its FILSPARI supplemental New Drug Application in Focal Segmental Glomerulosclerosis (FSGS). The community interprets this as a significant de-risking signal, fostering optimism for a potential approval given the high unmet need for FSGS treatments. With FILSPARI already approved for IgA nephropathy, the focus is on this crucial label expansion and its implications for the company's market position.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems (OSS) is trending due to a new partnership and pre-production order with a major U.S. defense contractor, fueling anticipation for a substantial contract to supply advanced computing systems for Army combat vehicles. The community is buzzing with discussion about the immense potential in edge AI and defense, viewing OSS as significantly undervalued with a tight float and strong growth prospects in AI infrastructure, especially after a strategic asset sale to sharpen its focus.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending due to significant community excitement surrounding its multi-year AI partnership with Apple, which will integrate Google's Gemini into Siri and Apple's next-generation Foundation Models. This development is widely seen as a major win in the AI race, solidifying Gemini's competitive position and extending its reach across billions of devices. Conversations highlight Google's expanding AI leadership, including new partnerships in agentic commerce and its implications for the company's market valuation.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending due to anticipation surrounding its upcoming JPM Healthcare Conference presentation and updated investor materials, which highlight strategic directions including a new 12% market share in Japan. Community discussion is heavily focused on the company's substantial short interest, sparking speculation of a potential short squeeze, while also voicing strong calls for management to secure significant partnerships or a buyout to unlock the value of its vaccine technology.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor is a hot topic as a potential US-Taiwan trade deal emerges, poised to secure significant new fab investments in Arizona and bolster US chip production. The community highlights the company's critical role in meeting insatiable global AI chip demand, a key driver underpinning its market leadership despite persistent geopolitical tensions.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Holdings Inc

Ondas Holdings is a hot topic after successfully closing a $1 billion offering to a single institutional investor, a move largely interpreted by the community as a strong bullish signal. This substantial capital, alongside a raised price target from Stifel and the Department of Homeland Security's new focus on drone and counter-drone technologies, positions Ondas for significant growth in critical defense and security markets. Community discussions are highly anticipatory, expecting further strategic acquisitions and major contract announcements, especially with an investor day on the horizon.

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Jared Hayes