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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is trending as market participants react to recent news indicating efforts to significantly lower mortgage rates, which is broadly seen as a major catalyst for the housing market. The community is highly bullish, anticipating a potential short squeeze and strong upside as improved affordability could drive increased transaction volume for real estate platforms.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is a hot topic following significant announcements at CES 2026, where it unveiled new agentic voice and visual AI solutions for automotive and smart devices, including a collaboration with TomTom. The company's expanding presence in voice AI for robotics, automotive, and smart devices, alongside its considerable short interest, fuels a polarized debate between those anticipating a major breakout and others questioning its valuation and path to profitability.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending after announcing the full conversion of convertible notes into equity, a move aimed at strengthening its balance sheet and reducing potential dilution concerns. The community is intensely focused on the stock's high borrow rates and short interest, fueling speculation of a potential short squeeze reminiscent of its past volatile rallies, while others remain wary of its historical price action and business fundamentals.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health (OSCR) is a major talking point as investors await a crucial legislative outcome on the extension of Affordable Care Act subsidies, which heavily impacts its marketplace business. The community is sharply divided, with bulls anticipating a short squeeze and significant upside if an extension passes, while bears highlight ongoing legislative uncertainty and recent insider selling.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as community sentiment rallies around its latest advancements, including new processors built on advanced manufacturing processes showcased at a major tech event, fueling optimism for AI PCs and gaming. This positive momentum is significantly bolstered by strong endorsements from a former U.S. President, highlighting the government's substantial stake and its commitment to domestic chip manufacturing. Investors are actively discussing a potential long-term turnaround, with many anticipating Intel's renewed competitiveness in the semiconductor sector.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Holdings Inc

Ondas Holdings is trending due to recent news confirming its subsidiary, Airobotics, as the prime contractor for a significant Israeli border security project involving autonomous drone "hives." This development is igniting strong bullish sentiment within the community, who anticipate substantial future contracts related to global defense initiatives and the broader "Drone Super Cycle."

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies is trending sharply as former President Trump's proposed housing policies, including a massive mortgage bond purchase plan and a ban on institutional home buying, ignite significant community excitement. Many anticipate these moves will drive lower mortgage rates and a substantial refinancing boom, positioning RKT as a high-beta beneficiary given its scaled, tech-driven platform and recent strategic acquisitions. The market is actively debating whether this signals a major re-rating for the stock, with many expecting significant upside from this potential industry tailwind.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending higher as investors eye an upcoming Supreme Court ruling on tariffs, which could further boost its retail and consumer segments. Adding to the bullish sentiment are new AI announcements from CES, Amazon Web Services' reacceleration, and discussions around its substantial stake in Anthropic, with the community anticipating a significant upward move as the stock catches up with other tech leaders.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending as investors react sharply to disappointing preliminary Q4 results and conservative long-term revenue guidance for DefenCath, particularly concerning post-TDAPA reimbursement. While some view the drop as an overreaction to a known payment cliff, many in the community are voicing strong criticism of management's strategic decisions and recent acquisitions. Hope for recovery now hinges on upcoming pipeline catalysts like REZZAYO and potential support from the Kidney Care Access Protection Act.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

FNMA is trending due to renewed discussion surrounding potential shifts in its government conservatorship, ignited by recent statements from former President Trump regarding a directive for the entities to purchase mortgage bonds and efforts to lower mortgage rates. The community is actively debating whether this signals an imminent release from conservatorship, an IPO, or uplisting to a major exchange, with investors keenly focused on the implications for privatization and market performance, bolstered by prominent bullish voices like Bill Ackman and Michael Burry.

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Which Theme Will Matter Most for Portfolios in 2026?

As markets head into 2026, investors are debating whether the next phase favors speculation or real-world execution. With capital rotating toward infrastructure, energy, and undervalued sectors like healthcare, which area do you think will matter most for portfolios in the year ahead?

Saul Stanley

yoyo

Trader King

Charlotte Roberts

Kelly

Stocktwits

Matija Kraševec

Trade4Fun

Amina Manning

Van Richmond

$SPY the theme that will matter most is the Trump economy. 
🚀🇺🇲✌️

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Mr. Nonyer Business

AlexBo

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Howard Lindzon

Which Theme Will Matter Most for Portfolios in 2026? $SPY $QQQ

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Joey

James Walker

Tyr God Of War Law Justice

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StockMarket Enthusiast

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Tendies

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ChristmasYime

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HedaBeast9000

BananaMan1

Khaled_jm

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@StocktwitsPolls Defense and Security, Communications.

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Dannooch

Dr. Lipschitz

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S@lamand3r

Charles Ruello

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Martha Varias

@StocktwitsPolls precious metals, platinum due for a continuation in my opinion at least 40% upside

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MobileMadMan

Steve Sends It

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Big Daddy Lee

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peter foerderer

 precious metals, platinum due for a continuation in my opinion at least 40% upside

FirstWaveCapital

@StocktwitsPolls     I think for everyone real estate sales coming back and no doubt  will be the most important . When properties transfer people shop for everything  ( paint , carpet , appliances, repairs, education , internet I could list thousand more items and services)  . When the economy is fueled by real estate volume everything good happends to the market . When the market is good that is good for the Ai story also .

FatLoads

Newbie on a mission.

Matt Croskrey

     I think for everyone real estate sales coming back and no doubt  will be the most important . When properties transfer people shop for everything  ( paint , carpet , appliances, repairs, education , internet I could list thousand more items and services)  . When the economy is fueled by real estate volume everything good happends to the market . When the market is good that is good for the Ai story also .

@StocktwitsPolls 3D printing, additive manufacturing - Velo3D

Fred

 3D printing, additive manufacturing - Velo3D

Zdenda

@StocktwitsPolls 

1. SpaceX IPO will push the space sector up
2. RWA Tokenization will start to gain traction as reports of revenue and new products launch. 
3. Gold/silver will continue to push ATHs as geopolitical tenses fluctuate

Dan Matsumura

Angelomu

Bruce

 

1. SpaceX IPO will push the space sector up
2. RWA Tokenization will start to gain traction as reports of revenue and new products launch. 
3. Gold/silver will continue to push ATHs as geopolitical tenses fluctuate

SacramentoKings

@StocktwitsPolls 
Does amc still own Hymc?

Trudy Rogers

@StocktwitsPolls How much more the big orange idiot messes up the economy.

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Anne

Exilecrysis

Railroad Baron

Nathan

Aurinia Beach

NorthOfSouth

yalman-58@hotmail.com

Jason Anserson

Ken Dermo

 How much more the big orange idiot messes up the economy.

IgnatiusJ

@StocktwitsPolls inflationary pressures from tariffs