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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 after plunging following a Q4 earnings miss and weak 2026 outlook, which also led to a CEO change. While many investors are in capitulation, others view the dramatic drop to 2017 price levels as an extreme overreaction, highlighting the company's strong cash flow, low valuation, and ongoing share buybacks as a potential deep value opportunity.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging after robust earnings that exceeded expectations and significantly raised full-year guidance, fueled by accelerating U.S. commercial revenue, prompting bulls to laud its AI leadership while skeptics still debate its rich valuation.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending ahead of its upcoming Q4 earnings report, sparking a sharp division within the community between those who see the stock as deeply undervalued given its large user base and new AR initiatives, and others who express frustration over its consistent decline and management's perceived inability to drive sustained profitability despite significant revenue growth.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

WULF is soaring after announcing the acquisition of two strategic sites, more than doubling its digital and power capacity to 2.8 GW, a move seen as a significant acceleration into AI and high-performance computing. Investors are aggressively discussing a potential short squeeze and a major re-valuation as the company pivots to meet hyperscaler demand.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending due to significant insider selling following lock-up expirations, sparking intense debate among investors about whether the stock is an oversold bargain or an "IPO scam" amid broader software sector weakness and AI disruption concerns.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending due to CEO Ryan Cohen's hints at a 'monumental acquisition' of a publicly listed retailer, igniting intense community debate between bulls anticipating a short squeeze and skeptics wary of another potential 'rug pull' or dilution.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending as investors digest its Q4 earnings beat and promising mid-stage results for its monthly obesity drug, PF3944, which showed significant weight loss, yet community discussion reveals widespread frustration over the stock's price performance despite favorable news, leading to sustained calls for leadership changes.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing a prolonged and significant sell-off, prompting intense debate among investors; while bulls highlight strong fundamentals, substantial cash reserves, and leadership in Agentic AI as an oversold opportunity, bears attribute the decline to consistent insider selling and broader software sector weakness.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending amidst a strategic push into AI infrastructure, underscored by its completed Celestial AI acquisition and significant partnerships with Microsoft and Amazon for custom chips, fueling a community divide between palpable frustration over persistent stock underperformance and strong conviction in its deep undervaluation and future AI growth.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is drawing attention after its subsidiary secured a $5.6 billion U.S. Army contract, though the stock is caught in a wider software sector sell-off as the community actively discusses whether AI will disrupt or instead bolster the company's deeply integrated enterprise solutions.

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Global Bonds edge up – Thursday 
 
Market Summary: 
Top 2 (by %): $BNDX Global Bonds +0.33%, $VGIT Int. Treasuries +0.12% 
Bottom 2: $JNK High Yield Bonds +0.01%, $AGG Aggregate Bonds +0% 
 
Our Data Points To: 
Intermediate-Term momentum/sentiment readout for our Fixed Income universe. 
$BNDX: Bullish Momentum - Neutral Sentiment 
$VGIT: Bullish Momentum - Neutral Sentiment 
$JNK: Bullish Momentum - Positive Sentiment 
$AGG: Bullish Momentum - Neutral Sentiment

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Vanguard Total International Bond ETF

Vanguard Intermediate-Term Treasury ETF

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iShares Core U.S. Aggregate Bond ETF

Global Bonds edge up – Thursday 
 
Market Summary: 
Top 2 (by %): 

 Aggregate Bonds +0% 
 
Our Data Points To: 
Intermediate-Term momentum/sentiment readout for our Fixed Income universe. 
