<ul class="summary-bullets"><li>ARK Invest projects that tokenized assets could grow from about $19 billion to over $11 trillion by 2030.&nbsp;</li><li>Stablecoins surpassed $300 billion in supply in 2025, increasingly used for settlement, liquidity, and cross-border payments.</li><li>Ethereum remains the leading blockchain for tokenization, hosting over $400B in on-chain capital, per ARK data.</li></ul>Tokenization is no longer a niche crypto experiment! ARK Invest believes it is becoming a core financial infrastructure trend that could move trillions of dollars onto blockchains.ARK Invest predicted that tokenized assets could grow from roughly $19 billion to more than $11 trillion by 2030, driven by stablecoins, tokenized securities, and institutional adoption of blockchain-based infrastructure in the Big Ideas 2026 research&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ark-invest.com/big-ideas-2026">report</a>.According to ARK, the market nearly tripled in 2025 to about $19 billion, led by tokenized U.S. Treasuries and commodities. The firm said tokenization is expanding beyond pilots and into production use cases across payments, capital markets, and asset management.ARK highlighted stablecoins as a key catalyst, noting that global stablecoin supply surpassed $300 billion in 2025 while transaction volumes reached record highs. The report said stablecoins are increasingly being used as settlement layers and liquidity tools rather than purely crypto-native instruments.&nbsp;CEO Cathie Wood noted that “in terms of remittances and emerging market activity, [we’re] seeing stablecoins usurp the role we thought Bitcoin would provide,” on an ARK Invest&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=VTKPbxhP8jE">video</a>. &nbsp;<blockquote>“We passed $300 billion globally in stablecoins, and we’re seeing stablecoins usurp some of the roles we thought Bitcoin would play a decade ago.”- Cathie Wood, CEO Of Ark Invest</blockquote>According to ARK,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> remains the dominant blockchain for tokenized assets, with more than $400 billion in capital represented on-chain. The firm said stablecoins and large-cap tokens account for roughly 90% of on-chain value across major networks, reinforcing Ethereum’s position as the primary settlement layer for tokenization. Interestingly, BlackRock CEO Larry Fink also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blackrock-larry-fink-ethereum-tokenization-bet-wall-street/cmyP4IOR4W7">commended the blockchain</a> for being “more secure than ever.”<h2 class="st-heading-2">World Economic Forum Addresses The Tokenization Shift</h2>The discussion aligned with the annual meeting at the World Economic Forum, held last week, where global finance and crypto leaders debated whether tokenization was entering a breakout phase in 2026.During a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=CBW7Sl9PmDI">WEF panel</a> moderated by CNBC’s&nbsp;Squawk Box Europe anchor Karen Tso, speakers including Standard Chartered CEO Bill Winters, Coinbase (COIN) CEO Brian Armstrong, Ripple CEO Brad Garlinghouse, Euroclear CEO Valérie Urbain, and Banque de France Governor François Villeroy de Galhau discussed how tokenization is moving from experimentation toward real-world deployment.Armstrong said tokenization could reduce friction in financial markets by enabling faster settlement and more efficient capital movement, while Winters said banks are increasingly engaging with tokenization where client demand intersects with regulated infrastructure.European policymakers reiterated support for tokenization in wholesale markets, while maintaining caution around privately issued digital currencies.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/is-ethereum-losing-ground-over-bitcoin-ethereum-bull-shares-insight/cmyEfDhR4WL">Bitcoin Breaks Ahead, Ethereum Falls Behind: Ethereum Bull Explains Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood’s ARK Invest Says Tokenized Assets Could Reach $11 Trillion In Next 5 Years 

ARK Invest says tokenized assets could reach $11 trillion by 2030 as stablecoins, Ethereum, and institutions push finance on-chain.

Cryptocurrency

ARK Invest says tokenized assets could reach $11 trillion by 2030 as stablecoins, Ethereum, and institutions push finance on-chain.


<ul class="summary-bullets"><li>House Financial Services Chairman French Hill said that Republicans viewed the CLARITY Act as a top legislative priority.</li><li>He expects that President Trump will sign the market structure bill soon.</li><li>He also said that stablecoin legislation should not move forward on its own and must be paired with broader rules governing the crypto market structure.</li></ul>As US lawmakers race to deliver long-promised regulatory clarity to the crypto industry, a Republican lawmaker compared stablecoins to cell phones without towers, arguing stablecoins cannot be regulated in isolation. The push comes as Trump reiterates plans to sign the legislation "very soon." House Financial Services Chairman French Hill said on Thursday that Republicans consider the CLARITY Act a top priority, and that President Donald Trump will sign the crypto market structure bill “very soon."Speaking in a Fox Business Interview shared by the CFTC on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TFTC21/status/2014745227203117408?s=20">X</a>, Hill said the legislation is “really an important priority, not only for President Trump, but for Republicans in the House,” noting that Grand Old Party (GOP) lawmakers have worked on crypto market structure legislation for four years.<stembedurl>&lt;blockquote class="twitter-tweet" data-media-max-width="560"&gt;&lt;p lang="en" dir="ltr"&gt;Trump to sign crypto market bill &amp;quot;very soon,&amp;quot; says House Financial Services Chair on Fox Business. &lt;a href="https://t.co/kG0hlqrRgY"&gt;pic.twitter.com/kG0hlqrRgY&lt;/a&gt;&lt;/p&gt;&amp;mdash; TFTC (@TFTC21) &lt;a href="https://twitter.com/TFTC21/status/2014745227203117408?ref_src=twsrc%5Etfw"&gt;January 23, 2026&lt;/a&gt;&lt;/blockquote&gt; &lt;script async src="https://platform.twitter.com/widgets.js" charset="utf-8"&gt;&lt;/script&gt;</stembedurl>Hill also added that Republicans do not support passing stablecoin legislation on its own. “You cannot pass a bill just for dollar-backed stablecoins… without [a] market structure,” he said, comparing the approach to “authorizing cell phones [without] cell towers.”Hill added that Republicans are now working with Senate lawmakers to refine the bill, so that the “digital asset community and the traditional finance community can get support, and get [the bill] on the President's desk.”Hill’s comments followed remarks from President Trump earlier this week at the World Economic Forum in Davos. Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.weforum.org/stories/2026/01/davos-2026-special-address-donald-trump-president-united-states-america/">said</a> he plans to sign crypto market structure legislation “very soon,” reinforcing that the bill is a near-term priority.<h2 class="st-heading-2">Industry Leaders Warn Against Rushing ‘A Bad Bill’</h2>Crypto industry leaders featured in the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.foxbusiness.com/video/6387957028112">Fox Business segment</a> offered more cautious views.&nbsp;<a href="https://stocktwits.com/symbol/COIN">Coinbase (COIN)</a> CEO Brian Armstrong said lawmakers should prioritize getting the framework right over speed, warning that “it’s better to have no bill than a bad bill.” Armstrong added that poorly designed legislation could hinder innovation rather than support it.Ohio Senator Bernie Moreno, also speaking in the segment, said companies like Coinbase must continue to innovate or risk being left behind, signaling that regulatory clarity alone will not guarantee long-term competitiveness.<h2 class="st-heading-2">Broader Legislative Context</h2>The CLARITY Act is designed to establish a federal framework for digital asset regulation, including defining which assets fall under the jurisdiction of the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC). Republicans argue the bill would give the U.S. a clearer rulebook for crypto markets, even as debates continue over consumer protections and regulatory scope.The market structure bill was expected to advance earlier this month, but it has been rescheduled for January 27. However, Paul Atkins, SEC Chairman,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SECPaulSAtkins/status/2014470106219168160?s=20">said</a> that he would be joining CFTC Chairman, Mike Selig, next week for a joint agency event to discuss harmonization between the SEC and CFTC.&nbsp;The Senate Agriculture Committee is separately working on its own&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/imo/media/doc/digital_commodity_intermediaries_act.pdf">crypto market structure discussion draft</a>, which, unlike the CLARITY Act, takes a narrower approach to market structure, with several sections, like consumer-facing protections, subject to further negotiations.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blackrock-larry-fink-ethereum-tokenization-bet-wall-street/cmyP4IOR4W7">From Davos To DeFi: Blackrock Backs Ethereum As Tokenization Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

GOP’s French Hill: Crypto Bill Headed To Trump’s Desk ‘Very Soon’

Republican Congressman French Hill revealed that the market structure bill will “very soon” be on President Trump’s desk, after Republicans spent four years on it.

<ul class="summary-bullets"><li>Jupiter token briefly edged up as co-founder Siong questioned the effectiveness of spending over $70 million on buybacks in 2025, suggesting it could be better utilized for user growth and incentives.</li><li>Despite investing up to 50% of protocol fees in repurchasing and locking JUP, the token has fallen 89% from its all-time high, indicating limited impact from the buyback strategy.</li><li>After Helium CEO Amir Haleem said Helium would stop HNT buybacks and focus on operations, Siong agreed, fueling the debate.</li></ul>Jupiter (JUP) briefly edged up on Saturday, early hours after co-founder Siong asked the Jupiter community whether they should suspend buybacks of its JUP token.<a href="https://stocktwits.com/coins/jupiter-exchange-solana">Jupiter (JUP)</a> was trading at $0.2061, up 1.42% in the last 24 hours, with trading volume hitting over $43 million, up nearly 88% during the same period. After months of weak price performance. JUP edging higher came on the heels of Jupiter (JUP) co-founder Siong’s dilemma about the JUP token.In an<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sssionggg/status/2007275334551646302?s=46&amp;t=EEJDyfyr6YAcI4XNraAtwQ">&nbsp;X post</a>, Siong said the protocol had allocated more than $70 million to JUP buybacks in 2025, but the token “obviously didn’t move much,” raising questions about whether those funds would be better used to drive growth. He suggested redirecting capital toward incentives for existing users and new participants and asked the community directly, “Should we do it?”<figure class="image"><img style="aspect-ratio:1078/700;" src="https://news.stocktwits-cdn.com/Screenshot_2026_01_03_at_6_52_37_AM_png_47081e5973.webp" alt="Screenshot 2026-01-03 at 6.52.37 AM.png" width="1078" height="700"><figcaption>Jupiter Co-Founder Questions JUP Buybacks. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sssionggg">sssionggg</a>/X</figcaption></figure>On Stocktwits, retail sentiment around Jupiter remained in ‘bearish’ territory, with chatter around the token dropping from ‘high’ to ‘low’ over the past day.<h2>Why Jupiter Is Rethinking Buybacks</h2>Jupiter has previously committed a large share of protocol revenue to buybacks. Earlier this year, Jupiter<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/JupiterExchange/status/1890065932581822674">&nbsp;posted</a> on X, saying that the exchange planned to use up to 50% of protocol fees to repurchase JUP and lock the tokens for up to three years as part of its supply management strategy.Despite those buybacks, JUP’s price performance has remained weak. The JUP Token was trading at $0.21, and is down roughly 89% from its all-time high of $1.83. However, the token is up 58.43% since its all-time low.Siong’s comments drew responses from other crypto founders, including Helium founder and CEO Amir Haleem, who shared a similar update regarding Helium’s HNT token.The discussion gained traction after Helium founder and CEO Amir Haleem shared a similar decision regarding Helium’s native token HNT. “An update on HNT buybacks: the market doesn’t seem to care about projects buying their tokens back off the market,” Haleem wrote on<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/amirhaleem/status/2007203633532989883">&nbsp;X</a>, adding that Helium would stop buybacks and redirect capital toward growing its operating business.<figure class="image"><img style="aspect-ratio:1090/824;" src="https://news.stocktwits-cdn.com/Screenshot_2026_01_03_at_6_51_40_AM_png_b7b385f9f9.webp" alt="Screenshot 2026-01-03 at 6.51.40 AM.png" width="1090" height="824"><figcaption>Helium CEO Moves Away From Buybacks. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/amirhaleem">amirhaleem</a>/X</figcaption></figure>Siong later<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sssionggg/status/2007275600567034196">&nbsp;thanked</a> Haleem “for taking the first step,” signaling alignment between the two founders.While no final decision has been made, Siong framed the move as a community-driven choice, leaving open the possibility of revisiting buybacks if market conditions improve.​Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-turns-17-as-spot-et-fs-suffer-historic-losses/cmxoPC2R4G1">Bitcoin Turns 17 As Spot ETFs Suffer Historic Losses</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jupiter Ticks Higher as CEO Weighs Pausing Buybacks After $70M Spent in 2025

The JUP token is 89% below its $1.83 peak. However, the token is up 58.43% since its low.

<ul class="summary-bullets"><li>US equities look to extend last week’s gains.</li><li>Market-based odds now show an 87% chance of a rate cut.</li><li>Retail sentiment on Stocktwits, however, remains bearish on SPY and QQQ.</li></ul>U.S. stock futures inched higher in early Monday trade, as the market looks to build on gains from the previous week. All eyes will be on the highly anticipated Federal Reserve policy statement and press conference later in the week.&nbsp;According to the<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">&nbsp;CME FedWatch tool</a>, the market is now pricing in an 87% chance of an interest rate cut this Wednesday, sharply higher than the 66% bets a month earlier.As of 3:00 a.m., ET on Monday, the Nasdaq 100 futures and S&amp;P 500 futures were up 0.2%, the Russell 2000 futures gained 0.3%, while the Dow futures were flattish with a positive bias. On Stocktwits, however, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and that toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, remained ‘bearish’ early Monday.&nbsp;<h2 class="st-heading-2">Stocks On Trending Watchlist&nbsp;</h2>Netflix (NFLX) and Warner Bros Discovery (WBD)&nbsp;remain in focus following the massive M&amp;A deal and potential regulatory overhang, including concerns raised by&nbsp;U.S. President Trump.Confluent (CFLT) is trending amid <a href="https://stocktwits.com/news-articles/markets/equity/why-ibm-may-want-confluent-3-charts-reveal-ai-play-s-promise/cLIYjkHREll">reports</a> of a potential&nbsp;$11-billion acquisition by IBM.&nbsp;Boeing (BA) is seeing retail chatter due to the impending close of the Spirit AeroSystems deal.Workhorse (WKHS)&nbsp;is on traders’ radar ahead of a 1-for-12 reverse split that takes effect on Dec 8.&nbsp;Eli Lilly (LLY), Pfizer (PFE), and Johnson &amp; Johnson (JNJ) have secured spots on China's drug catalog, with a total of 19 medicines making the list, according to a Bloomberg report.&nbsp;Immix Biopharma (IMMX) has priced an $100 million public offering via common stock and warrants, mainly to finance the development of its drug NXC-201.Oracle (ORCL) gains traction ahead of its earnings release on&nbsp;Dec. 10.&nbsp;Coreweave (CRWV) is also on the retail radar.&nbsp;Other companies reporting earnings this week are Adobe (ADBE), Broadcom (AVGO), Costco (COST), and Lululemon (LULU).<h2 class="st-heading-2">Key Catalysts To Watch Out For</h2>On the economic front, the big market mover will be the upcoming Fed meeting on December 9-10. No major data is scheduled&nbsp;for release today.&nbsp;And on the earnings front, investors will be watching for Toll Brothers, AlphaTON Capital, among others.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Nasdaq, S&P 500 Futures Rise Ahead Of Fed Decision This Week: Why NFLX, CFLT, BA, LLY, IMMX Are On Traders' Radar

Market-based odds now show an 87% chance of a rate cut.

Equity

<ul class="summary-bullets"><li>Markets digested weak ADP data that pushed Fed rate-cut odds close to 90%.&nbsp;</li><li>Investors will be watching for cues from initial jobless claims data and Fed Governor Bowman’s speech later today.&nbsp;</li><li>Retail sentiment on SPY and QQQ stayed bearish as earnings news and after-hours swings drove action.</li></ul>U.S. stock futures are trading mixed early Thursday, after a broad rally in&nbsp;the previous session, triggered by weaker-than-expected jobs data. This adds weight to market expectations for a Federal Reserve rate cut next week, despite mixed signals from the ISM Services PMI.&nbsp;According to the<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">&nbsp;CME FedWatch tool</a>, the market is now pricing in an 89% chance of an interest rate cut next Wednesday. As of 2:30 a.m., ET on Thursday, the Nasdaq 100 futures and S&amp;P 500 futures were flat, while the Dow futures and the Russell 2000 futures were up 0.1% On Stocktwits, however, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and that toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, remained ‘bearish’ early Thursday.&nbsp;Investors are closely watching the potential outcome of changes to tariff policy, as the Supreme Court is currently reviewing the legality of Trump's use of emergency powers to implement these duties.<h2 class="st-heading-2">Stocks On Trending Watchlist&nbsp;</h2>Capricor Therapeutics (CAPR) saw a stellar session on Wednesday, but in after-hours trading, the stock is lower by 10%. This came after its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pharma-bro-martin-shkreli-calls-his-capricor-therapeutics-short-a-bad-call-after-dmd-trial-delivers-surprise-win/cLIXyn6RE1y">Hope 3 trial data</a> delivered clear statistical wins, leading to a host of price target increases. Retail sentiment on Stocktwits trended in ‘extremely bullish’ territory with very high chatter on the platform.&nbsp;Netflix (NFLX) is on the retail radar following a report that Warner Bros Discovery ($WBD) fielded a second round of bids for some assets, including a high-priced offer from Netflix.Salesforce (CRM)&nbsp;gained in post-market trading after delivering an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/salesforce-stock-jumps-after-hours-as-agentforce-and-data-360-fuel-strong-q3-and-bullish-full-year-outlook/cLIg2AnRESc">earnings beat</a>. It also&nbsp;raised its full-year outlook, citing accelerating demand for its Agentforce and Data 360 platforms.Snowflake (SNOW) sank in extended trading on Wednesday after reporting a loss in earnings.Microsoft (MSFT)&nbsp;attempted to regain ground in after-hours trading after falling nearly 3%. This came after a report suggested lower demand for some AI tools, though the company denied having reduced aggregate AI sales quotas.C3.ai (AI) is trending on Stocktwits after the company reported a beat on adjusted loss per share and subscription revenue, but missed gross margin expectations.Astrazeneca Plc. (AZN) is gaining on retail chatter about a&nbsp;potential US Food and Drug Administration (FDA) fast track for baxdrostat, a hypertension treatment. The company announced on Wednesday that its new drug application for this drug was accepted for a priority review by the US FDA.<h2 class="st-heading-2">Key Catalysts To Watch Out For</h2>On the economic front, two events will warrant attention following the weak ADP employment report yesterday:<ul><li>8:30 AM ET - Initial Jobless Claims: Any unexpected spike in jobless claims could further cement the narrative that the labor market is loosening rapidly, boosting the bets for a Fed rate cut.&nbsp; &nbsp;</li><li>12:00 PM ET - FOMC Member Bowman Speaks: Federal Reserve Governor Michelle Bowman is scheduled to speak today. Her comments will be closely watched for any shift in tone about the timing of potential rate cuts.</li></ul>And on the earnings front, investors will be watching for a mix of tech and retail earnings after market close from DocuSign (DOCU), SentinelOne (S), Hewlett-Packard Enterprises (HPE), and Ulta Beauty ($ULTA), among others.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nasdaq, S&P 500 Futures Pause Ahead Of Key Jobs Data: Why CRM, SNOW, NFLX, MSFT, AI Are On Traders' Radar

Retail sentiment on SPY and QQQ stayed bearish as earnings news and after-hours swings drove action.

SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying on the heels of better-than-expected Q4 earnings, robust 2026 delivery guidance fueled by the R2 SUV launch, and reporting its first annual gross profit. This has set off a heated debate among investors, with many anticipating a short squeeze against a strong bearish contingent.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is sharply rebounding despite reporting a net loss and missing revenue estimates, leading to community debate over whether the weak results were already priced in or if a short squeeze is underway, further buoyed by a concurrent Bitcoin bounce. The company's strategic focus on diversifying revenue and a substantial share buyback plan are also driving current conversations.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is experiencing a significant surge following strong Q4 and FY25 earnings, showcasing robust profit growth and an approved $50 million share repurchase program. The community is actively debating a potential short squeeze fueled by the buyback and high short interest, alongside optimism about the company's 'turnaround story' and enhanced margins from rising memory prices.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is surging after a strong earnings report and upbeat guidance, citing increasing revenue from AI-driven traffic, leading to community speculation of a short squeeze and its re-rating as an AI play. However, bears argue the valuation is overextended, pointing to insider selling and potential dilution.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending on a dramatic stock rebound as investors aggressively buy the dip, fueled by renewed optimism for the company's attractive dividend yield and international growth, alongside mounting speculation for a potential short squeeze or private equity takeover.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is trending following its Q4 earnings beat driven by strong revenue and transaction growth, which energized proponents of its expansion and new retail products. Despite the positive report, the stock experienced a significant post-earnings sell-off, sparking community debate over its high valuation versus its robust growth trajectory and comparisons to industry peers.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line Holdings is at the center of investor debate following a leadership change, as analysts downgrade the stock citing transition uncertainties, while the retail community largely expresses confidence in the new CEO and dismisses the negative calls as market manipulation amid broader strong cruise demand.

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

AMZN faces its longest losing streak in nearly two decades, driven by investor concerns over a substantial $200 billion capital expenditure plan for 2026 targeting AI infrastructure and AWS, alongside news of an Italian tax probe. However, many in the community see the sharp decline as a generational buying opportunity, highlighting the stock's undervaluation and anticipating a significant rebound as shorts cover.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest's stock has plunged following a mixed earnings report and weaker-than-expected guidance, sparking a heated debate among investors. While many voice concerns over monetization, management, and the platform's long-term relevance, a significant portion of the community sees the sharp decline as an overreaction, highlighting the company's strong balance sheet and potential as an undervalued acquisition target.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is experiencing a significant surge following its Q1 earnings beat and an upbeat Q2 outlook, driven by strong AI chip demand and a recovering memory segment. This performance has sparked numerous analyst upgrades and widespread bullish sentiment within the community, though some traders anticipate a potential pullback after the substantial run-up.

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