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Invesco QQQ Trust Series 1

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending due to the FDA's escalated scrutiny and a Department of Justice referral regarding its compounded GLP-1 weight-loss drugs, sparking a heated debate among investors about the company's compliance versus its mission to disrupt big pharma ahead of a planned Super Bowl advertisement.

GhostwareOS (GHOST) is the Full-Stack Privacy Layer of Solana — a next-generation AI-driven infrastructure for encrypted communication, anonymous identity management, and untraceable transactions. By combining advanced zero-knowledge protocols with autonomous AI routing, GhostwareOS allows users and developers to operate invisibly across Web3. It powers decentralized apps that demand true digital anonymity, scalable privacy, and zero metadata leakage — restoring control to users in an overexposed internet age.

Ghost

GHOST CRYPTO is a top trending Solana privacy project, gaining traction for its utility, fully circulated token supply, and integration with Zebec to drive real-world protocol usage with revenue share for holders. Amidst broader market downturns, the community highlights its resilience and low market cap as a compelling early-stage opportunity.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is trending due to its exceptionally dedicated community relentlessly building a "permissionless brand" with numerous real-world products and initiatives. This strong conviction and consistent development are maintaining a solid floor and driving conversation, even amid challenging market conditions.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing strong momentum following its impressive earnings and optimistic guidance, propelled by robust demand for its optical components essential for AI data center build-outs. The market is actively discussing numerous analyst upgrades and the potential for S&P 500 index inclusion, while also weighing concerns about the stock's accelerated valuation.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is buzzing with its community actively preparing for the upcoming 4/20 cultural event, championing its mission to destigmatize cannabis and integrate real-world utility under the rallying cry "Like Bitcoin but way higher." Community discussions highlight its culture-first approach, valuing patience and shared progress in the evolving crypto and cannabis space.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending amidst an FDA crackdown on compounded GLP-1 drugs, which is seen as a significant positive for legitimate biotechs in the obesity market. The community is actively discussing Viking's best-in-class GLP-1/GIP agonist, VK2735, believing it positions the company as a prime acquisition target for major pharma seeking to compete with market leaders like Eli Lilly after Novo Nordisk's recent sales struggles.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is gaining attention following its agreement with the U.S. Army for advanced manufacturing, with the community enthusiastically highlighting its critical role in defense and aerospace supply chains through partnerships with SpaceX and active discussions with Anduril.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics is trending as its Eversense 365, the world's first one-year implantable continuous glucose monitor, secured European CE Mark approval and began commercial integration with an automated insulin delivery system. Despite strong community belief in the product's superior, long-lasting technology for diabetes management, investors remain vocal about perceived management execution issues and actively speculate on potential acquisition interest.

Oatly Group AB is a holding company, which focuses on developing expertise around oats, a global power crop with inherent properties suited for sustainability and human health. It operates through the following geographical segments: Europe & International, North America and Greater China. The company was founded by Björn Öste in 1994 and is headquartered in Malmö, Sweden.

Oatly Group AB - ADR

Oatly Group

Oatly Group is trending due to upcoming Q4 earnings anticipated to confirm profitability, fueling community debate around its potential China strategic moves and overall turnaround in the plant-based sector, further supported by recent analyst price target updates and a notable decline in short interest.

XBP Global Holdings, Inc. is a multinational business process automation, which engages in the exchange of bills, payments, and other related digitization services. The firm connects its buyers and suppliers across industries, which include banking, healthcare, insurance, utilities, and the public sector. It operates through the Bills and Payments, and Technology segments. The Bills and Payments segment focuses on optimizing how bills and payments are processed by businesses of all sizes and industries. The Technology segment refers to the sales of recurring software licenses and related maintenance, hardware solutions and related maintenance, and professional services. The company was founded on July 8, 2020 and is headquartered in Irving, TX.

XBP Global Holdings Inc.

XBP Europe Holdings Inc

XBP is trending as a recent multi-million Euro contract and an upcoming reverse stock split fuel intense community debate over its financial health and management's alleged "scam playbook" from its predecessor, Exela Technologies ($XELA). Following a Q3 report revealing significant debt and net losses, investors are sharply divided on whether XBP is a legitimate business or poised for further shareholder dilution, prompting calls for greater accountability.

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Bitcoin

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Solana

Ripple

Dogecoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$AMZN $META $NOW $NVDA 

https://x.com/firstadopter/status/2019841398254850089?s=61&amp;t=5vwAhA7VnPJO70Orzv4cNA

When the world shifted from mainframes to PCs, you couldn't refuse to rearchitect and invest in the new computing paradigm just because it costs a lot.If you did, you lose all your revenue to rivals who are developing better products on the new platform.Now that everyone is... https://t.co/xrlAx6JneJ

X (Formerly Twitter)

tae kim on X (formerly Twitter): "When the world shifted from mainframes to PCs, you couldn't refuse to rearchitect and invest in the new computing paradigm just because it costs a lot.If you did, you lose all your revenue to rivals who are developing ...

$NVDA $META $AMZN $NOW  
 
So now have the fully affirmed thesis that the key hyperscalers running clouds are going to step up hard on capex in 2026.  Gee, who might have thought that?  Ahem, not just a few of the buyers of the bs drops we have seen the last few weeks  probably understand that right now, around the world, there are more datcenters under construction than there are datacenters... yes... and then more than folks than just Jensen understand that all of the legacy datacenters need to be upgraded to new CPUs and GPUs and NVDA netwroks and software. 
 
Note that all of the companies I listed above are growing going up to 10x the S&amp;P 500 this year and trading at or below broad market valuation metrics. That is what is called &quot;severe price dislocation&quot; friends.  so some can keep chasing consumer staples, airlines trading, utilities, shitcoins, and junk like PLTR trading at huge premiums up to 100x.  Me? I&#39;ll own the best of the Mag 7 and software names on Fire Sale.