Cipher Mining Inc. is trending as it strategically pivots from Bitcoin mining to high-performance computing data centers, rebranding as Cipher Digital and securing substantial contracts with hyperscalers like AWS and Google. The community is highly bullish, largely dismissing a recent earnings miss as backward-looking while focusing on the future as an AI infrastructure play, a sentiment reinforced by Morgan Stanley's $38 price target.

Advanced Micro Devices is seeing significant buzz following its multi-year strategic partnership with Meta to deploy AMD Instinct GPUs for AI infrastructure, igniting investor excitement for its strengthened AI position, though some community members are debating the implications of performance-based share warrants included in the deal.

Vir Biotechnology is trending following a major collaboration deal with Astellas Pharma for its prostate cancer asset, which includes significant upfront and milestone payments, coupled with encouraging Phase 1 trial data. Community discussion is split between bullish sentiment for a long-term breakthrough and skepticism anticipating a typical biotech 'sell the news' reaction due to the early development stage.

Broadcom is a central topic of discussion as its critical role in AI infrastructure, particularly in custom accelerators and networking for hyperscalers, positions it for significant growth. The community is keenly anticipating its upcoming earnings report, with expectations for substantial AI revenue expansion despite recent market volatility.

Intuit's new partnership with Anthropic to embed AI agents into its financial products is driving intense community discussion, with some viewing it as a significant tailwind while others debate AI's disruptive impact on the broader SaaS sector, leading many to see the stock as oversold amidst recent declines.

IBM is trending amidst a significant sell-off, sparked by concerns that new AI tools from Anthropic could disrupt its legacy COBOL modernization business, though many in the community view this as an overreaction given IBM's own extensive AI capabilities and enterprise partnerships. The discussion centers on whether this perceived AI disruption is a fundamental threat or an opportune "buy the dip" moment for the tech giant, which also boasts strong hybrid cloud and quantum computing leadership.

Home Depot is trending after reporting Q4 earnings and revenue beats, though its cautious forward guidance is fueling community debate. While professional customer demand remains solid, investors are grappling with concerns about overall consumer spending on large home improvement projects and a subdued housing market.

CrowdStrike is trending as the cybersecurity sector experiences a significant sell-off, sparked by investor fears that Anthropic's new Claude AI security tool could disrupt traditional software models. The community remains divided, with some selling on concerns of AI-driven obsolescence while others view the downturn as an overreaction and a buying opportunity, asserting AI will ultimately increase demand for robust cybersecurity.

The semiconductor giant is a major topic as its highly anticipated earnings report approaches, with community discussion fueled by Meta's recent AI chip deal with competitor AMD. While some view the AMD deal as a sign of diversifying competition, many believe it underscores NVIDIA's unrivaled demand, leading to split predictions for its market reaction.

The iShares Expanded Tech-Software Sector ETF ($IGV) is in focus amid a sharp sector sell-off, driven by fears that AI models like Anthropic's Claude will disrupt traditional software and reduce licenses, even as many investors view the current extreme undervaluation as an oversold buying opportunity.