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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending following its Q4 2025 earnings report, which presented mixed results; while headline EPS and revenue missed expectations, community bulls are strongly emphasizing significant beats in Annualized Run Rate, active power capacity, positive adjusted EBITDA, and robust 2026 guidance for massive AI infrastructure expansion, further bolstered by a strategic AI acquisition.

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 trending as its oral obesity drug, VK2735, will advance directly into Phase 3 trials, significantly accelerating its market timeline. This news has intensified community discussion around its "best-in-class" potential and the increased likelihood of a major partnership or acquisition, particularly given the large short interest and the vast, competitive weight loss drug market.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending after securing FDA approval for its Optune Pax device to treat locally advanced pancreatic cancer, marking the first new therapy for this challenging indication in nearly three decades. The community is actively discussing its potential for significant upside, with some analysts raising price targets, though others remain cautious about the commercial impact despite the critical need for new treatments.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical ($DRTS) is trending amid high anticipation for imminent Japan PMDA approval and recent positive news regarding a second successfully treated GBM patient. The community is increasingly bullish, citing growing institutional accumulation and the transformative potential of its Alpha DaRT technology, which demonstrates broad efficacy across solid tumors.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is attracting significant attention following reports of a Romania project approval and a new TVA deployment MOU, coupled with a notable BlackRock stake increase and a "Buy" rating from Texas Capital, driving community speculation on its long-term potential to power AI data centers amid talks of a short squeeze.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly Inc. is trending after reporting record quarterly and annual results, marking its first profitable fiscal year, and highlighting AI agent traffic as a significant tailwind for its edge computing services. The community is actively discussing the company's accelerating growth, improving profitability, and perceived undervaluation relative to peers, with many seeing a significant rerating ahead for the edge computing provider.

Crocs, Inc. engages in the design, development, manufacture, worldwide marketing, sale, and distribution of lifestyle footwear and accessories. It operates through the Crocs Brand and HEYDUDE Brand segments. The company was founded by Scott Seamans, George B. Boedecker, Jr., and Lyndon V. Hanson III in 2002 and is headquartered in Broomfield, CO.

Crocs Inc

Crocs is seeing strong community discussion and a significant rally following its better-than-expected Q4 earnings and robust adjusted EPS guidance for Q1 and FY26, as investors weigh the positive outlook against lingering challenges with the HEYDUDE brand.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending following an earnings report where strong AI infrastructure demand drove revenue and EPS beats, alongside raised full-year guidance, but a lower-than-expected gross margin forecast, impacted by rising memory costs, has led to a market pullback. The community is now debating whether the company's significant AI tailwinds will quickly overcome these margin pressures and ongoing competitive challenges.

BridgeBio Pharma, Inc. engages in identifying and advancing transformative medicines to treat patients who suffer from Mendelian diseases. Its pipeline of development programs includes product candidates ranging from early discovery to late-stage development. The company was founded by Charles Homcy, Francis Patrick McCormick, Philip Reilly, and Neil Kumar in 2015 and is headquartered in Palo Alto, CA.

BridgeBio Pharma Inc

BridgeBio Pharma is trending after delivering positive Phase 3 clinical trial results for multiple rare disease treatments, including a dwarfism drug and an ADH1 candidate, while its commercial-stage Attruby continues to gain market traction. The community is actively discussing the company's robust pipeline, anticipating further regulatory catalysts, and speculating on its long-term growth potential and potential for acquisition.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot (HUBS) is trending after reporting strong Q4 earnings and optimistic guidance, alongside a share repurchase program, sparking intense debate among investors. Many see a buying opportunity fueled by solid performance and a relatively low valuation, while a skeptical segment questions long-term growth given broader AI disruption concerns and analysts' tempered price targets for the SaaS sector.

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Top & Flop ETF Areas of 2025 (Revised)

Silver, gold & platinum ETFs (SLVP, SILJ, GOEX) crushed it in 2025, while MEME & VIXY lagged.

Santa Rally Falls Short: Top ETF Performers of December

Santa Rally fizzled as markets stumbled, but ETFs tied to cannabis (MSOS, WEED), metals (SLV, PPLT) and space (UFO) surged.

Top & Flop ETF Areas of 2025

Silver, gold & platinum ETFs (SLVP, SILJ, GOEX) crushed it in 2025, while MSOS, MEME & VIXY lagged amid policy, hype & calm markets.

<ul class="summary-bullets"><li>Trump is seeking to move marijuana from a schedule 1 drug to a schedule 3 drug, from the levels of heroin, down to the levels of tylenol.&nbsp;</li><li>The executive order directs Trump’s administration to initiate the steps needed for the classification shift.</li></ul><p>Shares of Tilray Brands, Aurora Cannabis and Trulieve Cannabis pulled back on Thursday after an early rally sparked by U.S. President Donald Trump’s executive order to ease federal restrictions on marijuana lost momentum, as investors pared gains following the initial reaction to the policy move.</p><p>Shares of TLRY and ACB fell 5% and 3% respectively at the time of writing while TCNNF dropped 17%.&nbsp;</p><h2 class="st-heading-2">Trump Pushes Medical Marijuana</h2><p>President Donald Trump on Thursday signed an executive order to reschedule marijuana to make it less restrictive and available for “legitimate medical uses.”</p><p>Trump clarified that the order is not federal legalization and does not allow for recreational use nationwide but is instead aimed at improving medical marijuana and cannabidiol research. Trump is seeking to move marijuana from a schedule 1 drug to a schedule 3 drug, from the levels of heroin, down to the levels of tylenol.</p><p>“We have people begging for me to do this, people that are in great pain for decades,” Trump said while referring to patients suffering from extreme pain and incurable diseases including cancer. The executive order directs Trump’s administration to initiate the steps needed for the classification shift.</p><p>“Schedule III status will allow research studies to incorporate real-world evidence and models that can assess the health outcomes of medical marijuana and legal CBD products while focusing on long-term health effects in vulnerable populations like adolescents and young adults,” the White House said in a statement.</p><p>State regulations on cannabis are currently complex. While a few U.S. states currently permit the recreational use of cannabis, some allow it for medical purposes.</p><h2 class="st-heading-2">How Did Trump Decide?</h2><p>According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-18/trump-signs-order-to-reclassify-marijuana-in-industry-win">report</a> from Bloomberg, Trump came to the decision following discussions with Health and Human Services Secretary Robert F. Kennedy Jr. and Centers for Medicare and Medicaid Services Administrator Mehmet Oz as well as cannabis-industry leaders including Trulieve Cannabis Corp CEO Kim Rivers. As per the report, the Centers for Medicare &amp; Medicaid Services is also expected to complete a plan to test making some Medicare patients eligible for therapies derived from cannabinoids.</p><p>Jazz Pharmaceuticals’ Epidiolex is currently the only drug approved by the U.S. Food and Drug Administration composed of CBD, a psychoactive compound found in cannabis.</p><h2 class="st-heading-2">Tilray Plans Expansion With Trump’s Push</h2><p>Tilray, a producer and distributor of medical and adult-use cannabis, subsequently confirmed plans to advance its U.S. medical cannabis operations with the formation of a unit called Tilray Medical USA, Inc. The unit aims to introduce medical-grade cannabis products in targeted therapeutic formats, the company said.</p><p>“This action [executive order] aligns regulation with a vast body of scientific and medical data supporting cannabis medical use and safety, economic progress, and a healthcare-focused framework, while creating a more credible foundation for medical cannabis research, clinical development, and regulatory clarity,” Tilray CEO Irwin D. Simon said.</p><h2 class="st-heading-2">Other Cannabis Firms Respond To Policy Change</h2><p>Cresco Labs applauded the executive order terming it a “cultural turning point” and a “historic shift.” Trulieve too applauded the decision while <a href="https://stocktwits.com/symbol/SMG">Scotts Miracle-Gro</a> expressed support highlighting that 39 states already legalize cannabis in some form. Scotts expects to combine its Hawthorne Gardening company subsidiary, which provides nutrients, lighting and other supplies to legal cannabis growing operations, with a cannabis company in 2026.</p><p><a href="https://stocktwits.com/symbol/HITI">High Tide</a> said that it is exploring structures that would allow it to expand its Canna Cabana retail brand into the U.S. through licensing.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TLRY">TLRY</a> and <a href="https://stocktwits.com/symbol/CGC">CGC</a> trended in the ‘extremely bullish’ territory at the time of writing. Sentiment around <a href="https://stocktwits.com/symbol/MSOS">AdvisorShares Pure US Cannabis ETF</a> (MSOS), which tracks American operators, followed suit.</p><p>TLRY and CGC shares are down 8% and 39% this year, respectively.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/general-motors-eyes-ex-tesla-employee-sterling-anderson-as-potential-successor-to-ceo-mary-barra-report/cLegDrmRErL">General Motors Eyes Ex-Tesla Employee Sterling Anderson As Potential Successor To CEO Mary Barra: Report</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

Cannabis plants grow in the greenhouse at Vireo Health's medical marijuana cultivation facility, August 19, 2016 in Johnstown, New York. (Photo by Drew Angerer/Getty Images)

Tilray, Aurora Cannabis, Trulieve Pull Back After Trump Marijuana Order Rally Runs Out Of Steam

Trump clarified that the order is not federal legalization and does not allow for recreational use nationwide but is instead aimed at improving medical marijuana and cannabidiol research.

Equity

Trump clarified that the order is not federal legalization and does not allow for recreational use nationwide, but is instead aimed at improving medical marijuana and cannabidiol research.


Cannabis ETFs Soar Double-Digits on Friday: Here's Why

Cannabis ETFs explode on reform buzz. CNBS, WEED, MSOS and MJ jumped double-digits on Dec. 12, 2025 as Trump reportedly weighs reclassifying marijuana, boosting optimism.

Trump Moves A Step Closer To Reclassifying Marijuana As A Less Dangerous Drug — A Breakout Moment For Weed Industry?

The cannabis industry is enjoying renewed momentum under Trump, whose administration has adopted a notably more accommodative approach toward the drug and its related products.

<ul class="summary-bullets"><li>Bloomberg reported that the Centers for Medicare &amp; Medicaid Services (CMS), which runs the Medicare program, is planning an initiative that would make some U.S. Medicare patients eligible for CBD coverage.&nbsp;</li><li>MSOS and YOLO, two key cannabis sector-focused funds, gained 3.4% and 2.7%, respectively.</li><li>The Trump administration seems to be backing cannabis as an industry, following its previous comments regarding CBD and reclassifying marijuana.</li></ul><p>Cannabis&nbsp;stocks advanced on Wednesday following a report speculating that certain U.S Medicare patients could soon be eligible to receive coverage for CBD under a new initiative.</p><p>CBD, or cannabidiol, is a compound found in cannabis and used to treat sleep disorders, anxiety, pain, and inflammation. Some research suggests it may also treat cancer symptoms. The drug is sold as gummies, pet treats, and skincare supplements.</p><h2 class="st-heading-2"><strong>Cannabis Stocks Rally</strong></h2><p>Tilray Brands’ shares rose 4.8%, while the over-the-counter stocks of Curaleaf Holdings, Trulieve Cannabis, and Green Thumb Industries gained between 2% to 5.6%. Shares of Innovative Industrial Properties, a real estate investment trust (REIT) that buys and leases specialized cannabis cultivation facilities, rose 1.1%.</p><p>On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/TLRY">TLRY</a> shifted to ‘extremely bullish’ from ‘bullish,’ while that for&nbsp;<a href="https://stocktwits.com/symbol/CURLF">CURLF</a> shifted to ‘bullish’ from ‘neutral.’ The sentiment was ‘bullish’ for&nbsp;<a href="https://stocktwits.com/symbol/GTBIF">GTBIF</a>, and ‘bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/GTBIF">TCNNF</a> and&nbsp;<a href="https://stocktwits.com/symbol/IIPR">IIPR</a> as of the last reading.&nbsp;</p><p>The&nbsp;<a href="https://stocktwits.com/symbol/MSOS">AdvisorShares Pure US Cannabis ETF (MSOS)</a>, which tracks U.S. cannabis companies exclusively, and the&nbsp;<a href="https://stocktwits.com/symbol/YOLO">AdvisorShares Pure Cannabis ETF (YOLO)</a>, which also tracks overseas companies and cannabis-adjacent businesses, rose 3.4% and 2.7%, respectively.</p><h2 class="st-heading-2"><strong>CMS Initaitive</strong></h2><p>The rally came after Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-26/medicare-to-test-making-cbd-treatment-available-for-seniors">reported</a> that the Centers for Medicare &amp; Medicaid Services (CMS) is planning an initiative that would make some U.S. Medicare patients eligible for CBD coverage.&nbsp;</p><p>Details of the proposed program aren’t available, but an early version of the plan focused on seniors in oncology and palliative care settings, according to a summary viewed by the news agency.</p><p>Unnamed sources told Bloomberg that Howard Kessler, a payments financier who has advocated for expanded CBD access, met with Health and Human Services Secretary Robert F. Kennedy Jr. about the issue last month</p><h2 class="st-heading-2"><strong>A Trump Boost?</strong></h2><p>The development comes close on the heels of President Donald Trump highlighting the potential benefits of cannabidiol in senior healthcare. Hemp-derived cannabidiol (CBD) could "revolutionize senior healthcare" by slowing disease progression and serving as an alternative to prescription drugs, Trump had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tilray-canopy-growth-cannabis-stocks-lose-high-premarket-after-surge-triggered-by-trumps-post/chDDTJ9R3BB">said</a> in a video post in September.</p><p>The previous month, Trump said his administration was weighing a move to reclassify marijuana as a less dangerous drug under federal law.</p><p>That said, doubts over cannabis efficacy in healthcare remain. A&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://jamanetwork.com/journals/jamainternalmedicine/fullarticle/2836267">recent study</a> funded by the Food and Drug Administration suggested that prolonged use of CBD may cause liver toxicity, while other research suggests it can interfere with other medications, harm male reproductive health, and pose potential risks to children and pregnant women.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/holiday-shopping-could-soar-to-a-record-1-trillion-this-year-with-online-spending-blasting-to-new-highs/cL5eLqVREW6">Holiday Shopping Could Soar To A Record $1 Trillion This Year, With Online Spending Blasting To New Highs</a></p>

Tilray, IIPR, Trulieve, Other Cannabis Stocks Rally On Report Of Government Considering Adding CBD Treatment For Medicare Patients  

The development comes close on the heels of President Donald Trump highlighting the potential benefits of cannabidiol in senior healthcare. 

<ul class="summary-bullets"><li>The provision bans online, gas station, and corner store sales of intoxicating hemp products, including delta-8, starting in 2026.</li><li>The rules are set to take effect in 2026, creating new compliance requirements for producers and retailers.</li><li>Tilray criticized the legislation, warning that it may prompt consumers to turn to unregulated alternatives.</li></ul><p>Cannabis stocks were trading lower in afternoon trade on Thursday amid broader weakness in the equities market after the U.S. government funding bill to end the shutdown included language tightening rules on hemp-derived THC products.</p><p>Tilray Brands (TLRY) and Canopy Growth (CGC) shares fell more than 7%, while Green Thumb Industries (GTBIF) dipped 2.4%. Retail sentiment was ‘bearish’ around&nbsp;<a href="https://stocktwits.com/symbol/TLRY">Tilray’s stock</a>, according to Stocktwits data.&nbsp;<a href="https://stocktwits.com/symbol/GTBIF">Green Thumb Industries’ stock</a> saw retail sentiment trending in ‘bullish’ territory over the past day, while retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/CGC">Canopy Growth’s stock</a> trended in the ‘extremely bullish’ zone.</p><h2 class="st-heading-2">New Hemp Rules Take Effect in 2026</h2><p>The funding legislation includes a provision banning the “unregulated sale of intoxicating hemp-based or hemp-derived products, including delta-8, from being sold online, in gas stations, and corner stores,” according to a Senate Appropriations Committee summary. The rules are set to take effect in 2026, creating new compliance requirements for producers and retailers.</p><p>Tilray criticized the move, calling it a “misguided” step that could push consumers toward unregulated alternatives. “Prohibition and overly restrictive measures do not work,” the company said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.tilray.com/news-releases/news-release-details/tilray-brands-condemns-misguided-prohibitionist-measures-and">statement</a> on Wednesday.</p><h2 class="st-heading-2">Retail Traders See Upside</h2><p>One Stocktwits user noted that the federal hemp ban increases the upside and that it’s a good opportunity to buy the dip.</p><p><stembedurl>https://stocktwits.com/techvested/message/636064141</stembedurl></p><p>Another user highlighted the optimism of investors buying cheap shares, anticipating that a rescheduling announcement for cannabis may be on the horizon later this year or next year.&nbsp;</p><p><stembedurl>https://stocktwits.com/Thumbszilla/message/636090102</stembedurl></p><p>The regulatory changes also weighed on broader cannabis-focused exchange-traded funds. AdvisorShares Pure U.S. Cannabis ETF (<a href="https://stocktwits.com/symbol/MSOS">MSOS</a>) fell more than 5% in afternoon trade on Thursday, while the Cambria Cannabis ETF (<a href="https://stocktwits.com/symbol/TOKE">TOKE</a>) dropped 1.4%.&nbsp;</p><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/circle-stock-gains-after-jpmorgan-turns-bullish-cathie-woods-ark-invest-buys-the-dip/cLP9RYgRE3X"><strong>Circle Stock Gains Pre-Market After JPMorgan Turns Bullish, Cathie Wood’s Ark Invest Buys The Dip</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Cannabis Stocks Drop As Shutdown Deal Tightens Hemp-THC Rules

The U.S. government funding bill to end the shutdown included language tightening rules on hemp-derived THC products.

Trade War or Not, Specific Industry ETFs Are in Sweet Spots

Trade war jitters rise, but ETFs like MSOS, SILJ, SGDJ, BBC, WISE & CTEX shine on solid fundamentals, offering either safe havens or growth potential.

From Loss to Lift-Off: Marijuana ETFs Rebound on Legalization Prospects 

Marijuana ETFs, such as WEED, MSOS, and CNBS, are rebounding as hopes for rescheduling boost investor optimism. 

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

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