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Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amid discussions surrounding potential new tariffs on countries trading with Iran and a reported DOJ probe into Fed Chair Powell, sparking debate on market stability and the independence of the central bank. Despite these headlines, a strong bullish sentiment prevails among many, emphasizing buying opportunities during dips and highlighting the market's resilience. The community is actively discussing whether the market can sustain its upward momentum given these geopolitical and regulatory concerns, often with frustration from those anticipating a significant pullback.

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 a top trending stock as investors analyze its J.P. Morgan Healthcare Conference presentation for critical updates on its oral VK2735 program and commercialization plans, reinforced by a recent Chief Commercial Officer hire and the completion of its obesity maintenance study enrollment. The community is sharply divided between bullish expectations for a significant partnership or buyout, driven by the drug's perceived 'best-in-class' potential, and concerns over stock price suppression and management's strategy within the highly competitive metabolic market.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics is trending sharply lower following the FDA's request for additional clarification on the clinical benefit of FILSPARI for FSGS, a development that has caused significant market jitters ahead of its PDUFA decision. While many in the community are concerned this signals a potential Complete Response Letter, a notable counter-narrative suggests the sell-off is an overreaction, pointing to the company's strong commercial execution for FILSPARI in IgAN and solid financial standing as reasons to buy the dip.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending due to strategic announcements around its ambitious "Meta Compute" AI infrastructure buildout, which includes securing multi-gigawatt nuclear energy agreements to power future data centers. This aggressive AI push, alongside reported layoffs in the Reality Labs division, is sparking mixed community reactions regarding the scale of investment versus potential returns. Investors are keenly observing these developments as Meta intensifies its position in the global AI race, with many awaiting further clarity on the long-term vision.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is trending amid intense community debate, fueled by its ongoing underperformance and deep frustration with current management's ability to deliver sustained profitability. However, many investors remain bullish, highlighting the company's position as a global leader in virtual care and its potential to capture a significant share of the rapidly expanding AI healthcare market. Recent partnerships, such as with TytoCare for at-home diagnostics, and anticipation around the $50 billion Rural Health Transformation Program are seen as key catalysts, driving speculation of a significant long-term rebound for the stock.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is actively trending amid high community anticipation for potential major news, particularly concerning its GaN and SiC power solutions for next-generation AI data centers and a possible collaboration with NVIDIA. Investors are keenly discussing its substantial short interest, fueling speculation of a significant short squeeze alongside bullish technical setups.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is trending amid a recent CFO transition and its reaffirmed commitment to prioritizing user growth and product innovation, despite strong preliminary Q4 metrics. The stock's significant decline has sparked a heated debate, with bulls viewing it as an oversold opportunity supported by strong fundamentals and AI integration, while bears argue the business model is vulnerable to free AI alternatives and cite ongoing chart weakness.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as the U.S. recommendation to add Duchenne Muscular Dystrophy to the newborn screening panel significantly broadens the long-term market for its Elevidys gene therapy. While recent preliminary financial updates led to stock volatility, the community is actively discussing perceived undervaluation and the substantial pipeline potential, particularly in light of expanding early patient identification.

Terrestrial Energy, Inc. is an advanced nuclear technology company focused on next-generation nuclear energy systems. The company is developing the Integral Molten Salt Reactor (IMSR), an innovative type of Generation IV molten salt reactor designed to produce reliable, low-carbon heat and electricity at competitive costs. The company is headquartered in Charlotte, NC.

Terrestrial Energy Inc.

Terrestrial Energy (IMSR) is trending due to a significant U.S. Department of Energy (DOE) agreement for Project TETRA, fast-tracking the development and operation of its Integral Molten Salt Reactor (IMSR) pilot. This news has reignited community discussions, with many comparing IMSR favorably to peers like OKLO and highlighting its advanced molten salt technology for meeting growing energy demands, particularly from AI data centers. Investors are optimistic about the DOE agreement as a crucial de-risking catalyst for the stock and the broader advanced nuclear sector.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is actively trending following a significant agreement with Meta Platforms to develop 1.2 gigawatts of nuclear energy for its AI data centers, with its CEO also set to appear on CNBC. While bulls view this as a crucial validation for advanced nuclear technology and a catalyst for future partnerships, skeptics point to the company's lack of revenue, unapproved designs, and notable insider selling against a distant commercial timeline. The market remains divided on whether the growing demand for AI power justifies Oklo's current valuation, especially as the community awaits overdue plutonium awards.

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