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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 due to its imminent earnings report, generating highly polarized community sentiment as investors debate whether extreme undervaluation and oversold conditions will trigger a rebound, or if competitive concerns and management's guidance will lead to further declines. Many are keenly awaiting management's comments on share buybacks and new growth initiatives to clarify the company's path forward.

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 reporting a strong Q4 earnings beat and blockbuster 2026 guidance, fueled by accelerating US commercial revenue and robust AI demand. The community is actively discussing analyst upgrades and its impressive "Rule of 40" score, though some still debate its high valuation despite the significant growth story.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending as investors await its earnings report, with significant focus on management's guidance for its rapidly expanding Helios data center business and potential new hyperscaler contracts. The community hopes the AI infrastructure pivot will decouple its valuation from recent cryptocurrency market volatility and affirm its long-term growth trajectory.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending amidst widespread investor debate following recent executive departures and perceived management silence, with its stock hitting multi-year lows leading some to fear a "falling knife" while others see a compelling "oversold" opportunity in the ad-tech space.

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 a Q4 earnings and revenue beat, combined with positive Phase 2b trial results for its ultra-long-acting GLP-1 obesity treatment, fuels community discussions about its expanding pipeline and potential breakout in the competitive metabolic health sector.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending amidst optimism for strong Q4 earnings, driven by rapid store expansion and anticipated margin improvements following rival Cotti Coffee's recent price hikes. Community conversations frequently highlight its significant growth and undervalued status compared to competitors like Starbucks, alongside persistent hopes for an eventual Nasdaq relisting.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck is trending after its Q4 earnings report, where a solid revenue beat was overshadowed by a cautious 2026 sales and EPS outlook falling below expectations. The community is actively discussing how this reduced guidance impacts future growth, especially given the looming Keytruda patent cliff and recent failed acquisition talks.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: Frito-Lay North America (FLNA), Quaker Foods North America (QFNA), PepsiCo Beverages North America (PBNA), Latin America (LatAm), Europe, Africa, Middle East, and South Asia (AMESA), and Asia Pacific, Australia and New Zealand, and China Region (APAC). The FLNA segment consists of branded convenient food businesses in the United States and Canada. The QFNA segment includes cereals, rice, and pasta under the Quaker, Pearl Milling Company, Quaker Chewy, Cap'n Crunch, Life, and Rice-A-Roni brands. The PBNA segment is composed of beverage concentrates, fountain syrups, and finished goods under various beverage brands such as Pepsi, Gatorade, Mountain Dew, Diet Pepsi, Aquafina, Diet Mountain Dew, Sierra Mist, and Mug. The LatAm segment covers beverage, food, and snack businesses in the Latin American region. The Europe segment offers beverage, food, and snack goods in Europe and Sub-Saharan Africa regions. The AMESA segment deals with all beverage and convenient food businesses in Africa, the Middle East, and South Asia. The APAC segment refers to all business operations in the Asia Pacific, Australia and New Zealand, and China region. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCo is trending after reporting strong Q4 earnings, alongside a substantial dividend increase and new share repurchase program. However, community discussion reflects investor caution over declining volumes, with an activist investor's ongoing focus on future growth strategies adding to the conversation.

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 experiencing a sharp decline driven by fears surrounding its upcoming lock-up expiration and recent analyst downgrades, with broader concerns about its valuation in an evolving AI landscape. The community is fiercely divided between those calling it a "scam IPO" amid sustained insider selling and others who view the extreme sell-off as a compelling buying opportunity for a market-leading product.

ProShares Trust - ProShares Ultra Silver 2x Shares

ProShares Ultra Silver

ProShares Ultra Silver ($AGQ) is experiencing extreme volatility following a historic crash that many in the community attribute to market manipulation, now prompting debates on whether the current sharp rebound signals a genuine buying opportunity or a temporary 'dead cat bounce' given the amplified risks of leveraged silver products.

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$PEGA exited several other positions to throw more hats into the PEGA ring . Admittedly nonplussed at recent action given the news and the wider markets.  I believe that this quarter will be stellar and guidance going forward strong.

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Pegasystems Inc.

 exited several other positions to throw more hats into the PEGA ring . Admittedly nonplussed at recent action given the news and the wider markets.  I believe that this quarter will be stellar and guidance going forward strong.