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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as investors anticipate the company's earnings report, with community members debating whether the AI-driven hype will translate to positive results or if the stock's recent gains have already priced in any potential beats. Discussions also include Broadcom's role as a key player in AI infrastructure and the potential impact of its earnings on the broader tech sector, especially in comparison to Nvidia and Oracle. Bullish sentiment remains strong given recent deals with Microsoft, Google, and Open AI driving speculation that Broadcom is undervalued and is due for a big run.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending due to a mixed reaction to recent earnings and the announcement of CEO Calvin McDonald's departure in January, sparking debate about the company's future leadership and strategic direction. While some investors see the CEO change as a positive catalyst and the earnings beat as a sign of resilience, others worry about a weak Q4 guide and increasing competition. Community members are actively discussing the potential for a turnaround, the impact of international sales, and whether the stock is undervalued.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to significant volatility following a large intraday surge, with community discussions focused on whether a recent offering will lead to further declines or if the stock is poised for a rebound. Traders are actively debating potential price targets and the impact of the company's shift towards AI and colocation services. The stock's low float contributes to the extreme price swings, fueling both bullish and bearish sentiments.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco's stock is trending as investors assess its valuation amid mixed sentiment and recent sales data, with discussions focusing on membership growth, potential special dividends, and upcoming earnings. Community members are debating whether the stock is currently overvalued compared to peers like Walmart and Nvidia, while others point to consistent traffic and private label strength as reasons to remain bullish. Additionally, Costco's lawsuit against the Trump administration over tariffs is generating discussion, with some viewing it positively and others concerned about potential repercussions.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

RH is trending as investors await earnings amid concerns about the impact of potential tariffs and a slowing housing market on the high-end consumer. The community is closely watching for any news regarding tariff relief or updated guidance, with some anticipating a significant short squeeze if earnings beat expectations. Discussions also revolve around the company's expansion into European markets and its efforts to shift sourcing domestically to mitigate tariff risks.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending downwards, with community members citing analyst downgrades, tax-loss harvesting, and concerns about competition from walled gardens like Amazon. Some investors are speculating about a potential bottom and future rebound, while others express frustration with the company's leadership and performance. Discussions also include potential removal from the Nasdaq 100 and the impact of insider selling.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood's stock is trending amid discussions about its recent activity metrics, which revealed a slowdown in November trading volumes, sparking a price drop. The community is debating whether this decline is an overreaction or a sign of deeper issues, with some citing strong year-over-year growth and upcoming catalysts like the AI event to remain bullish. Others express concerns about market manipulation and the stock's correlation with Bitcoin's volatility.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

ALT is trending as investors await the release of 48-week trial data, with many speculating on a potential pre-Christmas announcement. Community members are closely watching for signs of a potential buyout or partnership, referencing unusual dark pool activity and recent executive hires. The discussion also includes comparisons to competitors and the potential impact of AI on data analysis.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as investors discuss the accelerated timeline for commercial production and the implications of the company's landmark deal providing North America's first heavy rare earth refinery. Community members are weighing the potential impact on the company's valuation, particularly with the upcoming Russell 2000 index inclusion on December 22, with some anticipating a surge while others cite caution around market conditions and warrant expirations.

Netskope, Inc. engages in the provision of cloud based security solutions. It offers business developing analytics for visibility, policy enforcement and other cloud solutions. Its products include Netskope one SASE, Netskope one SSE, cloud access security broker, next generation secure web gateway, private access, cloud firewall, SD-WAN and skopeAI. The company was founded by Sanjay Beri, Lebin Cheng, Ravishankar Ithal, and Krishna Narayanaswamy in October 2012 and is headquartered in Santa Clara, CA.

Netskope Inc. - Ordinary Shares - Class A

Netskope ($NTSK) is seeing significant discussion driven by its recent earnings report and initial reactions to its financial performance. While some investors express concern over the company's profitability, others highlight strong ARR growth and a substantial market opportunity. Community chatter includes both bullish and bearish sentiments, as well as speculation about a potential rise to all-time highs.

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<ul class="summary-bullets"><li>Treasury is drafting guidance to let companies fully claim retroactive R&amp;D deductions restricted by the 15% minimum tax.</li><li>The shift could free up tens of billions in benefits for research-intensive firms.</li><li>It marks another step in softening the 2022 minimum corporate tax through exemptions and looser rules.</li></ul><p>The U.S. Treasury Department is reportedly preparing guidance that would allow companies including Salesforce Inc. (CRM) and Qualcomm Inc. (QCOM) to fully use lucrative research and development deductions that have been restricted under Biden’s 15% minimum corporate tax.</p><h2 class="st-heading-2"><strong>R&amp;D Deductions Blocked By Minimum Tax</strong></h2><p>The forthcoming proposal, which could be released as early as next week but remains under final review, is expected to resolve a conflict created when the Biden-era minimum tax on companies earning at least $1 billion prevented them from using retroactive R&amp;D deductions in U.S. President Donald Trump’s “One Big Beautiful” tax bill, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-11/treasury-plans-to-boost-trump-s-tax-savings-for-corporations">report</a> by Bloomberg.</p><p>Those deductions, reportedly worth an estimated $67 billion, are especially valuable to research-heavy sectors such as tech, pharmaceuticals and manufacturing.</p><p>Companies including Airbnb, Broadcom and Applied Materials have warned that the supersized deductions could trigger the minimum tax or limit hundreds of millions of dollars in credits related to earlier alternative minimum tax payments. Trump’s bill, passed in July, also restored full upfront research and development (R&amp;D) spending, made loan-interest breaks permanent, expanded equipment write-offs and increased the state and local, or SALT deduction.</p><h2 class="st-heading-2"><strong>Treasury’s Broader Rollback Of Minimum Tax</strong></h2><p>If finalized, the guidance would mark the latest step in weakening the 2022 minimum tax. The Treasury has already issued more flexible rules, granted exemptions for insurance, shipping and utilities companies and allowed unrealized cryptocurrency gains to be excluded from the levy.</p><p>Tax analysts say Congress granted Treasury uncommon authority when drafting the law, giving the department room to reinterpret its scope. However, it is unclear whether the new guidance will also address corporate concerns about how R&amp;D deductions interact with Trump-era international tax rules aimed at discouraging profit shifting overseas, the report said.&nbsp;</p><h2 class="st-heading-2"><strong>Trump Signals Broader Tax Ambitions</strong></h2><p>The report comes against a backdrop of expanding tax promises from Trump. Earlier this month, he said 2026 would be the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-says-tariff-windfall-will-fund-record-tax-refund-season/cLIapKGREKW">“largest tax refund season ever,”</a> citing tariff revenue collected over the past year that he said would be returned directly to households as a “dividend.”</p><p>Last month, he told U.S. service members his administration may “substantially” reduce and potentially eliminate income tax over the next two years, again pointing to rising tariff revenue, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/trump-says-he-may-cut-income-tax-completely-because-tariff-income-2025-11-28/">reported</a>.</p><p>Separately, Trump said this week he is considering eliminating federal taxes on gambling winnings, expanding his push to reduce taxes on everyday income such as tips, Social Security and overtime pay. He said he would “think about” the proposal, which would affect millions of Americans who gamble each year and are currently subject to withholding rates of up to 28% on winnings above $5,000, according to IRS rules, according to a report by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.foxbusiness.com/politics/trump-says-hell-think-about-eliminating-tax-gambling-winnings">Fox Business</a>.</p><h2 class="st-heading-2"><strong>How Did Stocktwits Users React?</strong></h2><p>On Stocktwits, retail sentiment for both Salesforce and Qualcomm was ‘neutral’ amid ‘normal’ message volume.</p><p>While&nbsp;<a href="https://stocktwits.com/symbol/CRM">Salesforce’s stock</a> has declined 21% so far in 2025,&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm’s stock</a> has risen 20% over the same period.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Salesforce logo and lettering can be seen on the facade of the company's Munich headquarters on June 24, 2025, in Munich (Bavaria). 

Salesforce, Qualcomm Could Reap Huge Savings From Treasury Plan To Ease Minimum Tax Barriers: Report

The supposed Treasury guidance would reopen access to major R&D tax breaks for large companies by easing limits imposed under the 15% minimum corporate tax.

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Guru Fundamental Report for ABNB

Below is Validea's guru fundamental report for AIRBNB INC (ABNB). Of the 22 guru strategies we follow, ABNB rates highest using our P/B Growth Investor model based on the published strategy of Partha...

Here is What to Know Beyond Why Airbnb, Inc. (ABNB) is a Trending Stock

Recently, Zacks.com users have been paying close attention to Airbnb (ABNB). This makes it worthwhile to examine what the stock has in store.

Airbnb, Inc. $ABNB Stock Holdings Lifted by Nebula Research & Development LLC

Nebula Research & Development LLC lifted its position in Airbnb, Inc. (NASDAQ:ABNB - Free Report) by 844.1% in the 2nd quarter, according to the company in its most recent filing with the SEC. The...

Airbnb (NASDAQ:ABNB) Insider Nathan Blecharczyk Sells 39,806 Shares

Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) insider Nathan Blecharczyk sold 39,806 shares of Airbnb stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of...

Best Leisure Stocks To Watch Now - December 10th

Royal Caribbean Cruises, Carnival, Airbnb, Norwegian Cruise Line, Caesars Entertainment, Amer Sports, and Vail Resorts are the seven Leisure stocks to watch today, according to MarketBeat's stock...

US government warns travelers of purse snatching at holiday destination

Located in the Indian Ocean approximately 1,200 miles off the coast of southeastern Africa, the island nation of Mauritius, due to its distance, is visited primarily by more adventurous travelers...

Daiwa Securities Group Inc. Acquires 13,249 Shares of Airbnb, Inc. $ABNB

Daiwa Securities Group Inc. lifted its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB - Free Report) by 8.6% during the 2nd quarter, according to its most recent disclosure with the Securities and...

Insider Selling: Airbnb (NASDAQ:ABNB) Insider Sells 30,311 Shares of Stock

Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) insider Nathan Blecharczyk sold 30,311 shares of the stock in a transaction dated Friday, December 5th. The shares were sold at an average price of...

Aristotle Balogh Sells 650 Shares of Airbnb (NASDAQ:ABNB) Stock

Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) CTO Aristotle Balogh sold 650 shares of Airbnb stock in a transaction on Friday, December 5th. The stock was sold at an average price of $120.92, for a...

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

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The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.66	--	--	N/A
Q3 '25	$2.31	$2.21	-4.27%	MISSED
Q2 '25	$0.94	$1.03	9.90%	BEAT
Q1 '25	$0.23	$0.24	2.77%	BEAT
Q4 '24	$0.58	$0.73	26.14%	BEAT

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