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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending amidst conflicting reports concerning OpenAI's satisfaction with its chips and potential search for alternatives, generating widespread community debate about market manipulation and whether the current dip presents a buying opportunity or signals broader tech weakness.

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 reporting weaker-than-expected earnings and guidance, alongside an unexpected CEO change, triggering a significant stock decline. Community sentiment is divided between those who believe the stock is "insanely oversold" and a deep value opportunity due to strong buybacks, and those who criticize management and question the company's long-term competitive standing.

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 seeing intense discussion ahead of its earnings, as the community grapples with its multi-year low valuation, widespread criticism of CEO Evan Spiegel, and the potential impact of tightening global social media age restrictions, all while speculating on a possible buyout.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony Corp (UAMY) is trending higher as investors and the community actively discuss new government initiatives, including a $12 billion strategic critical minerals reserve and an upcoming G7 summit, all reinforcing the company's vital role as North America's only antimony producer for national security and defense amidst ongoing battles with short sellers.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending due to its imminent earnings report, sparking intense community debate between expectations for a revenue beat and a short squeeze, fueled by its crucial role in AI infrastructure and the recent xAI/SpaceX merger, against persistent concerns over past performance and margin pressure.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is actively discussed ahead of its earnings report, with the community anticipating robust AI chip demand and potential market share gains, fueled by recent speculation of OpenAI seeking alternatives to rival semiconductor providers. However, some traders remain cautious of a "sell the news" reaction, despite bullish long-term sentiment.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is dominating market chatter ahead of its earnings report, where investors are keenly weighing the impact of new protein menu items and a significant share buyback against widespread community concerns regarding portion sizes and declining traffic in a challenging fast-casual environment. This has led to a highly polarized outlook, with many speculating on a significant post-earnings move and debates about potential short manipulation.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing a notable price decline, prompting widespread community debate on whether it signifies a buying opportunity or further downside, particularly amidst trending rumors associating its origins with Jeffrey Epstein.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is a hot topic after its Q4 earnings release, which included a cautious 2026 outlook predicting declining sales and operating profit amid U.S. pricing pressures and competition. The community is sharply divided between frustrated investors citing management's guidance and perceived market manipulation, and long-term bulls highlighting strong early uptake of its oral Wegovy pill and a new share repurchase program as signs of underlying strength.

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 trending amid a broad software sector sell-off, with the community debating if AI will fundamentally disrupt or enhance enterprise platforms, driving many names to multi-year lows. This comes as Salesforce recently secured a significant US Army contract and strong free cash flow, leading many to view current valuations as an oversold opportunity.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Truist reiterated $RVMD Buy-$99 and said: $28-$32 Billion Is Closer To What We Think RVMD Would Find Appealing 
$MRK $BBOT $ERAS AMGN BMY $IMTX  
Truist added: 
We think RVMD remains in a position of strength, and doesn&#39;t need to do a deal. 
 
If RVMD is getting bought out in the near term, we think it would be for an offer that was difficult to refuse, and we think the range suggested in the Financial Times article ($28-$32 billion) is more in the vicinity of that number. 
 
A bid from Merck (MRK, NR) could make sense, in our view, providing antitrust conditions are met (see below). 
 
But at this price range, we think a potential acquirer would want to see some Phase 3 data to de-risk Daraxon - either topline data from RASolute-302 (potentially due in 1H26, we think), or perhaps an interim look at this same study (which we think could have happened, or will happen soon).

BofA⬆️Top Pick $RVMD&#39;s PT to $109 from $98, reiterated at Buy, +⬆️dara&#39;s PoS in 1L PDAC to 65% from 60%, in NSCLC from 40% to 50% in 1L &amp;⬆️zoldonrasib&#39;s PoS in 1L to 55% from 45% &amp; 2L PDAC to 50% from 40% &amp; to 50% from 40% in 2L+ NSCLC after the Tx received BTD in this setting 
$BBOT $ERAS $IMRX $AMGN BMY  
Here&#39;s what BofA had to say in its note to investors:

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Revolution Medicines Inc

BridgeBio Oncology Therapeutics Inc.

Erasca Inc

Immuneering Corp

AMGEN Inc.

Quantumup

Guggenheim⬆️Best Idea $RVMD&#39;s PT to $160 from $92 and reiterated at a Buy  
$ABBV $MRK 
ERAS BBOT AMGN BMY RHHBY LLY IMRX 
Here&#39;s what Guggenheim said in its note: https://x.com/Quantumup1/status/2013587465387315204?s=20

Merck & Co Inc

Immatics N.V

 Buy-$99 and said: $28-$32 Billion Is Closer To What We Think RVMD Would Find Appealing 


  
Truist added: 
We think RVMD remains in a position of strength, and doesn't need to do a deal. 
 
If RVMD is getting bought out in the near term, we think it would be for an offer that was difficult to refuse, and we think the range suggested in the Financial Times article ($28-$32 billion) is more in the vicinity of that number. 
 
A bid from Merck (MRK, NR) could make sense, in our view, providing antitrust conditions are met (see below). 
 
But at this price range, we think a potential acquirer would want to see some Phase 3 data to de-risk Daraxon - either topline data from RASolute-302 (potentially due in 1H26, we think), or perhaps an interim look at this same study (which we think could have happened, or will happen soon).