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Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy (MSTR) is experiencing a surge in conversation following MSCI's recent decision not to exclude digital asset treasury companies from its global indexes. This move has ignited strong bullish sentiment, with many investors anticipating a potential short squeeze and significant upward movement now that a key bear thesis has been removed. The community is actively debating if this development, coupled with Bitcoin's performance, will propel the stock to new levels amidst ongoing discussions about market manipulation and dilution.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. (CRML) is garnering significant attention as discussions intensify around the U.S. administration's renewed interest in Greenland and its strategic rare earth deposits. The community is actively debating the potential for governmental partnerships and investment in CRML's Tanbreez project, viewing it as crucial for establishing Western supply chain independence for critical minerals.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is actively trending amid a surge in trading volume and technical breakouts, with the community highly focused on anticipated utility developments for 2026, including its Layer-2 mainnet, DePIN, and AI integrations. Supporters emphasize its Japanese regulatory compliance and perceived foundational strengths for secure data monetization, while skeptics point to historical volatility and question the immediate impact of its long-promised use cases.

Ventyx Biosciences, Inc. engages in developing novel small molecule therapeutics for the treatment of autoimmune diseases. Its clinical stage pipeline includes VTX958, a Phase 1 allosteric TYK2 inhibitor for the treatment of a broad range of autoimmune diseases, VTX002, a Phase 2-ready S1P1 receptor modulator for the treatment of ulcerative colitis, and VTX2735, a Phase 1-ready peripheral inhibitor of the NLRP3 inflammasome, which is a mediator of multiple inflammatory conditions. The company was founded by Raju S. Mohan on November 21, 2018 and is headquartered in San Diego, CA.

Ventyx Biosciences Inc

Ventyx Biosciences is trending strongly due to recent reports of advanced acquisition talks with Eli Lilly for over $1 billion, positioning its innovative oral inflammatory-disease pipeline at the center of a biopharma M&A surge. The community is actively discussing the substantial strategic value of Ventyx's NLRP3 inhibitors and their synergistic potential for cardiometabolic and neurodegenerative conditions. This has fueled speculation about a potential bidding war and intense short interest.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is trending due to a dramatic surge, fueled by speculation around accelerating AI infrastructure investments and perceived severe memory bottlenecks that are driving immense demand for storage. The community is sharply divided, with many celebrating its impressive, "unbelievable" run and anticipating further upside, while an equally vocal group warns of overvaluation and seeks shorting opportunities. This intense debate around its valuation reflects the broader sector's re-rating as memory and storage are increasingly seen as critical components in the new AI-driven economy.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending due to significant community debate and frustration over its stock's recent underperformance, contrasting sharply with a generally rising market. This divergence is largely driven by concerns about the company's perceived lag in the AI space and its leadership's strategic direction, exacerbated by a recent analyst downgrade. While many are critical of the current trajectory, some investors view the ongoing pullback as a potential buying opportunity ahead of anticipated product developments and upcoming earnings.

Mobileye Global, Inc. engages in the business of developing and deploying driver assistance systems and autonomous driving technologies and solutions. It operates under the Mobileye and Other segments. The company was founded by Amnon Shashua and Ziv Aviram in 1999 and is headquartered in Jerusalem, Israel.

Mobileye Global Inc - Ordinary Shares - Class A

MOBILEYE GLOBAL INC

Mobileye is trending following its acquisition of Mentee Robotics, signaling a strategic expansion into humanoid robots for factories and warehouses, alongside securing a significant ADAS deal with a major US automaker. This dual catalyst is generating considerable community discussion and driving positive analyst upgrades, highlighting Mobileye's integrated vision-and-radar approach as a strong competitor in the evolving autonomous driving and robotics landscape.

Alumis, Inc. is a clinical stage biopharmaceutical company, which engages in identifying, acquiring, and accelerating the development and commercialization of transformative medicines for autoimmune disorders. It focuses on building a pipeline of molecules with the potential to address a broad range of immune-mediated diseases such as monotherapy or combination therapies. The company was founded on January 29, 2021 and is headquartered in San Francisco, CA.

Alumis Inc.

Alumis is trending due to highly positive Phase 3 clinical trial results for its plaque psoriasis treatment, envudeucitinib, showcasing strong efficacy and a favorable safety profile. The community is buzzing with optimism, anticipating potential short squeezes and significant price target upgrades, positioning the drug as a "best-in-class" contender. While some discussion revolves around a proposed public offering, many are shrugging it off, focusing on the strong clinical data and market potential.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is experiencing significant volatility driven by recent analyst downgrades from major financial institutions, prompting widespread community discussion. Many perceive these downgrades as strategic market manipulation by competing banks, aiming to create cheaper entry points before upcoming strong earnings and potential S&P 500 inclusion. Despite the recent price action, a strong contingent of investors sees this as a prime 'buy the dip' opportunity, confident in SoFi's long-term growth as a leading fintech.

Aeva Technologies, Inc. develops sensing paradigm for autonomous vehicles and robotics. The firm offers drones, robotics, vehicle technology, and virtual and augmented reality products. The company was founded by Soroush Salehian Dardashti and Mina Rezk in 2017 and is headquartered in Mountain View, CA.

Aeva Technologies Inc

Aeva Technologies is trending following its pivotal partnership with NVIDIA to integrate its 4D LiDAR as a reference sensor for the DRIVE Hyperion autonomous vehicle platform, alongside an exclusive production contract with a major European OEM for Level 3 automated driving. The community views these developments as significant validation, propelling discussions about Aeva's potential as a Tier-1 LiDAR supplier for future autonomous systems and anticipating substantial long-term growth.

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AF Acquisition Corp. is a special purpose acquisition company that partners with companies in the consumer health and wellness industry.

AF Acquisition Corp - Ordinary Shares - Class A

Physical AI Infrastructure

Power & Energy to Support Growth

Healthcare Value & Innovation

Other – Comment Below

As markets head into 2026, investors are debating whether the next phase favors speculation or real-world execution. With capital rotating toward infrastructure, energy, and undervalued sectors like healthcare, which area do you think will matter most for portfolios in the year ahead?

Which Theme Will Matter Most for Portfolios in 2026?

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