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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

Reports that Advent International and Stripe abandoned pursuit of PayPal have removed the takeover premium and triggered a sharp selloff. Traders are split between those expecting further weakness without a buyer and bulls who view the reaction as an overreaction, citing PayPals cash generation, buybacks, and potential for renewed or alternative bids.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention after its quarterly report triggered a sharp selloff on weaker-than-expected results, a large impairment tied to the transition away from bitcoin mining, and concerns about heavy capital spending, dilution, and unclear guidance. Bulls argue the reaction overlooks rapidly growing AI Cloud revenue, largely contracted future capacity, and a newly signed but unnamed frontier-AI customer, while skeptics question execution, profitability, and management transparency.

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

A quarterly beat and higher multi-year outlook failed to satisfy elevated expectations after Marvell flagged near-term gross-margin pressure and indicated the expanded Google AI-chip opportunity would contribute more heavily in later years than investors anticipated. Traders are split between viewing the selloff as an overreaction and buying opportunity tied to AI/custom-silicon growth, versus arguing that the valuation remains too high and further downside is possible.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A stronger-than-expected fiscal fourth-quarter report and upbeat forward guidance are driving attention, with traders highlighting robust GMV growth, consumer adoption and expanding merchant opportunities. Bulls view the results as evidence of improving profitability and momentum, while bears debate valuation, rising delinquencies and whether reported earnings benefited from a one-time tax adjustment.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

A stronger-than-expected quarterly profit result, higher full-year earnings outlook, and 10% comparable-sales growth at the namesake Gap brand are driving attention, alongside Michael Franciss appointment to lead Old Navy. Traders are broadly bullish and discussing short-covering potential, though some argue margin gains largely reflect tariff recovery and remain cautious about weaker Old Navy and Athleta performance and profit-taking after the rally.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Strong quarterly results and raised full-year guidance have drawn attention, but the shares initially sold off sharply as traders debated slowing cloud ARR growth, limited second-half guidance, high expectations, and profit-taking after a major pre-earnings rally. Bulls view the reaction as an overdone sell-the-news move and point to continued cyber-resilience demand, while skeptics remain focused on valuation, stock-based compensation, and potential deceleration.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOnes quarterly results beat expectations and included raised full-year revenue and operating-profit outlook, prompting a wave of analyst price-target increases and renewed focus on its AI-security growth and improving profitability. Traders remain divided, with bulls emphasizing the valuation discount to CrowdStrike and Palo Alto Networks while skeptics cite softer forward guidance, slowing large-customer growth, margins, and intense competition.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Attention is centered on Moderna and Mercks positive late-stage personalized cancer-vaccine results, which sparked sympathy interest in Novavax and speculation that Matrix-M could benefit from broader validation of oncology vaccines. Traders remain divided, noting that Novavax has no comparable company-specific oncology deal or clinical result yet, while others expect a future Matrix-M partnership to re-rate the stock.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys QNX support for Hailos Hailo-8 edge-AI accelerator, alongside managements emphasis on robotics and physical AI, has driven attention and bullish expectations that QNX can expand beyond automotive into industrial, medical, and robotic systems. Skeptics argue the partnership has yet to demonstrate meaningful near-term revenue and remain concerned about execution, insider selling, and reliance on future announcements.

Ulta Beauty, Inc. engages in the retail of beauty products. The firm also includes salon and e-commerce services. Its products include makeup, skin care, tools and brushes, fragrance, and bath and body. The company was founded on January 9, 1990 and is headquartered in Bolingbrook, IL.

Ulta Beauty Inc

Ultas quarterly earnings beat and raised full-year outlook are drawing attention, but shares are slipping as traders focus on softer comparable-sales growth, a slight margin decline and cautious commentary on the conference call. The community is split between investors viewing the selloff as an overreaction and bears expecting further weakness, with elevated options activity amplifying the debate.

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$ARDX Never have I been so happy to be wrong.  Portfolio is up big today on preliminary earnings.  Number two position in my portfolio.  I thought the bounce would come at the end of the month or in February, but glad to see management is taking a more active role in managing things to help guide the stock price higher.

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Muljadi Sulistio

$ARDX   I am a long term shareholder with a significant number of shares (9% of my portfolio).  I believe there will be a stop loss raid tied to the January 16, 2026 options expiry to shakeout weak positions prior to the next run up before earnings in February, which should report another strong quarter.  My guess is we see a shakeout over the next two weeks, then by end of January to end of March, we could see a run up from high $4&#39;s/low $5&#39;s to$7 or more if the markets cooperate.  Let&#39;s see if this plays out as expected.

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Ardelyx Inc

 Never have I been so happy to be wrong.  Portfolio is up big today on preliminary earnings.  Number two position in my portfolio.  I thought the bounce would come at the end of the month or in February, but glad to see management is taking a more active role in managing things to help guide the stock price higher.