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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.

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 a focal point of market discussion following its new "Meta Compute" initiative and recent nuclear energy partnerships aimed at powering its extensive AI infrastructure buildout. While these ambitious investments underline a long-term strategic shift towards AI, community sentiment is divided, with many debating the immediate impact on the stock amid reports of job cuts in the Reality Labs division. Investors are closely scrutinizing whether this significant capital allocation will translate into tangible returns and address the company's recent price stagnation compared to other tech giants.

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QQQ is trending as market participants navigate concerns over renewed tariff threats and a deepening debate around Federal Reserve independence. Despite these geopolitical and monetary policy uncertainties, the community notes a remarkably resilient market where dips are consistently bought, fueling discussions about a potential AI-driven 'zombie grind higher' and its long-term sustainability.

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 generating significant excitement following a new pre-production order from a major U.S. defense contractor for AI-powered vision systems, coupled with a strategic asset sale to sharpen its core focus. The community is actively anticipating a much larger military contract and is bullish on OSS's undervalued position within the rapidly growing Edge AI and defense sectors, noting its notably low share float as a factor for potential rapid movement.

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.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is a focal point of discussion following a substantial stock price correction, as investors weigh a CFO transition and positive preliminary Q4 user growth against broader concerns. The community is sharply divided, with bulls highlighting the company's strong user engagement, expanding product offerings, and perceived undervaluation, especially after a recent analyst upgrade. Conversely, bears express skepticism over Duolingo's long-term viability in the face of rapidly advancing AI technologies and question management's focus on user growth over immediate profitability.

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SPY is actively discussed as the market evaluates new 25% tariffs imposed on countries trading with Iran, fueling community debate on potential trade war implications, particularly with China. This geopolitical development unfolds as investors anticipate the upcoming CPI report, amid widespread discussion about market resilience despite ongoing concerns surrounding political influence on economic data and the Federal Reserve.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending amid widespread discussion surrounding a proposed credit card interest rate cap, with community members actively debating its potential impact on the fintech sector. Many believe this could strategically benefit SoFi by redirecting consumers to its personal loan offerings and diversified financial services as traditional banks tighten credit. Conversely, some express concern about broader market disruption, though optimism remains high for its upcoming earnings report and potential S&P 500 inclusion.

Biodesix, Inc. provides blood-based diagnostics services for patients with lung disease. The firm offers GeneStrat, a genomic blood test for patients who have been diagnosed with advanced lung cancer and VeriStrat, a serum proteomic test that provides prognostic and predictive information for patients with non-small cell lung cancer. It also offers six diagnostic tests including: Nodify XL2, Nodify CDT, GeneStrat, VeriStrat, Bio-Rad SARS-CoV-2 ddPCR test and the Platelia SARS-CoV-2 test. The company was founded by David Brunel and Robert E. Cawthorn in 2005 and is headquartered in Louisville, CO.

Biodesix Inc

Biodesix (BDSX) is trending strongly following the release of robust preliminary fourth-quarter and full-year revenue results, which surpassed previous guidance and affirmed positive adjusted EBITDA. The community is actively discussing the substantial price and volume surge, fueled by these financial updates, an expanded partnership with Bio-Rad Laboratories, and notable insider buying. Sentiment highlights the company's operational efficiency in precision lung diagnostics and the potential for continued market attention.

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Short-Term Volatility, Then Markets Move On

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

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