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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 experiencing a sharp sell-off after missing Q4 earnings and revenue estimates, issuing a weak 2026 outlook, and announcing a CEO transition. The community is sharply divided between those who see the significant price drop as an overreaction, highlighting its low valuation, new dividend, and substantial buybacks, and those who view it as a 'falling knife' signaling deeper issues with execution and competition in the fintech sector.

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 Inc. is seeing heightened activity ahead of its earnings report, driven by investor division over regulatory pressures like European teen social media bans and ongoing debate around its CEO's performance. While some express frustration, many in the community believe the stock is undervalued given its user base and the long-term potential of its Specs Inc. AR glasses, leading to significant short-term price volatility.

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 trending following a strong earnings report that highlighted accelerating revenue growth, particularly in its U.S. commercial sector, and optimistic forward guidance, reinforcing its standing as a significant AI platform provider. Community sentiment is divided, with many celebrating its market position and growth momentum, while others remain cautious about its valuation and potential price fluctuations.

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 ($FIG) is experiencing a steep decline to new lows, sparking intense debate amidst significant insider and VC selling following post-IPO lock-up expirations. While many in the community express alarm over its rapid devaluation and question its future in an AI-evolving software landscape, others view the sharp pullback as an oversold opportunity for a leading design platform.

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.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is gaining attention after a period of weakness, driven by fresh analyst upgrades and significant AI partnerships with Google and Microsoft, leading community sentiment to highlight its potential as an oversold opportunity ahead of earnings.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following impressive Q4 earnings and an optimistic 2026 outlook, further bolstered by its strategic acquisition of data-streaming firm Confluent, as the community discusses its strengthening position in enterprise AI, hybrid cloud, and quantum computing.

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

TeraWulf (WULF) is trending after announcing the acquisition of two new sites, more than doubling its digital and power capacity to 2.8 GW and significantly advancing its pivot to AI and high-performance computing infrastructure. The community is highly bullish, anticipating a major re-rating, potential short squeeze, and future contracts with hyperscalers as the company solidifies its position beyond Bitcoin mining.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending following a significant analyst upgrade that highlights strong AI revenue growth from TPU adoption and its new Wi-Fi 8 solution for the AI era, prompting community discussion about its crucial role as hyperscalers seek diverse chip alternatives. This positive outlook, however, is met with polarized sentiment amid ongoing debates about competitive pressures and reported geopolitical headwinds impacting its VMware software business, leading to talks of market manipulation and an oversold condition.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is a major discussion point as the ad tech sector awaits its earnings and the imminent remedies ruling in the Google antitrust trial, with many in the community believing the stock is significantly undervalued given its growing CTV partnerships and the potential for substantial market share shifts from Google's regulatory challenges.

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Goldman Sachs🏁 $TYRA at an Early-Stage Biotech rating. 
$BBIO $JNJ $INCY $OTSKY 
Here&#39;s what Goldman Sachs had to say in its initiation report: https://x.com/Quantumup1/status/1996570205779099845?s=20

Mary OReilly

Goldman Sachs🏁 $TYRA at an Early-Stage Biotech rating.$BBIO $JNJ INCY OTSKYGoldman Sachs said-We initiate coverage of Tyra Biosciences (TYRA) as an Early-Stage Biotech.TYRA is a clinical stage biotechnology company leveraging its proprietary drug-discovery SNAP platform to... https://t.co/ScGDd5Du8V

X (Formerly Twitter)

quantumup on X (formerly Twitter): "Goldman Sachs🏁 $TYRA at an Early-Stage Biotech rating.$BBIO $JNJ INCY OTSKYGoldman Sachs said-We initiate coverage of Tyra Biosciences (TYRA) as an Early-Stage Biotech.TYRA is a clinical stage biotechnology company l...

Oppenheimer⬆️the PT on $TYRA to $36 from $30 reiterated at an Outperform and said, we hosted $TYRA for meetings in Boston on Monday. [ $REGN $PFE $RHHBY $MRK BMY ] 
In each meeting, management made the case for why dabogratinib&#39;s combined market opportunity exceeds $10B. That&#39;s nearly Regeneron-esque revenues. Despite that, investors still complain that all the major catalysts aren&#39;t until 2026. Fine. But don&#39;t expect to find shares at this price -with a sub-$500M enterprise value-next year. 
 
This is one of the most de-risked stories we&#39;ve ever covered because the roles that FGFR3 plays in both cancer and bone growth are so well-validated. What we hadn&#39;t truly appreciated was the sheer size of the market. 
 
We are revamping our model to increase peak sales in both NMIBC and Achondroplasia, while still feeling that our numbers leave room for upside. Reiterate Outperform; PT to $36.

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Quantumup

Wedbush Added $TYRA to their Best Idea List while⬆️the PT to $37 from $30 and reiterating at an Outperform rating. 
$URGN $JNJ $BBIO $ASND SNY BMRN 
Wedbush said—We are adding TYRA to the Wedbush Best Ideas List ahead of a busy 2026, with data from two ongoing Ph 2 studies in intermediate-grade non-muscle invasive bladder cancer (IR-NMIBC) (1H:26) and in achondroplasia (ACH) (2H:26). TYRA also recently announced plans to initiate a Ph 2 study in upper tract urothelial carcinoma (UTUC) in 2026, which we believe is an underappreciated opportunity and a potential fast-to-market strategy. We are increasing our price target to $37 (from $30) as we realign our model away from the metastatic UC setting to UTUC, and update timelines based on recent guidance.

BridgeBio Pharma Inc

Johnson & Johnson

Incyte Corp.

 $OTSKY 
Here's what Goldman Sachs had to say in its initiation report: 