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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending due to disappointing earnings that missed analyst expectations and weak forward guidance, alongside the announcement of a new CEO taking over next year. This has triggered a significant sell-off, with the community fiercely debating if the current valuation represents an extreme overreaction and a buying opportunity, or a justified continuation of the fintech giant's struggles.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging after reporting a strong Q4 earnings beat and blockbuster 2026 guidance, fueled by accelerating US commercial revenue and robust AI demand. The community is actively discussing analyst upgrades and its impressive "Rule of 40" score, though some still debate its high valuation despite the significant growth story.

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

The Trade Desk (TTD) is trending due to significant executive instability, including multiple CFO changes, alongside widespread community frustration over CEO Jeff Green's perceived silence and lack of insider buying. This has fueled persistent selling and concerns about management, with many questioning the valuation amidst broader software sector weakness while the market reaches new highs.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending as investors await its earnings report, with significant focus on management's guidance for its rapidly expanding Helios data center business and potential new hyperscaler contracts. The community hopes the AI infrastructure pivot will decouple its valuation from recent cryptocurrency market volatility and affirm its long-term growth trajectory.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending as investors weigh its Q4 earnings, which included positive early trial results for its GLP-1 weight-loss drug, against market disappointment over the absence of share buybacks and ongoing concerns about patent cliffs, leading to broad community discussion and a stock decline despite some beats on estimates.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is gaining significant attention after announcing the acquisition of two strategic sites, more than doubling its digital and power infrastructure capacity to 2.8 GW across five regions for AI and HPC. This news has fueled community discussions about a potential short squeeze and a substantial re-valuation as the company solidifies its pivot beyond Bitcoin mining.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending as investors anticipate improved profit margins following the reported easing of China's coffee price war and recent price increases, reinforcing its strong growth and rapid global expansion. The community is actively discussing its deep undervaluation compared to market peers and the potential for upcoming earnings to drive a significant re-evaluation despite ongoing frustrations with its OTC listing.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Chatham, NJ.

Tonix Pharmaceuticals Holding Corp

Tonix Pharmaceuticals is trending due to the early commercial launch sales of its fibromyalgia treatment, TONMYA, sparking intense debate among investors. Bulls are optimistic about initial uptake and potential legislative support for non-opioid therapies, while a skeptical segment emphasizes the company's history of dilution and the need for sustained revenue growth to justify its market capitalization.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

Rocket Companies is generating significant buzz following CEO commentary alluding to strong performance, reinforcing the community's belief in its strategic evolution into a comprehensive AI fintech platform and its resilience amidst wider mortgage sector challenges.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing heavy selling pressure driven by insider sales and anticipation of its upcoming lock-up expiration, leading many to decry its dramatic post-IPO decline as an "IPO scam" amidst growing concerns about AI competition. However, some investors are accumulating shares, viewing it as deeply oversold.

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Allot Ltd. engages in the provision of network intelligence and security solutions. The firm's solutions turn network, application, usage, and security data into intelligence. Its products include Allot Secure, Allot Smart, Application Control Gateway, DDoS Secure, and NFV Compliant. The company was founded by Yigal Jacoby and Michael Shurman on November 12, 1996 and is headquartered in Hod-Hasharon, Israel.

Allot Ltd

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What do you expect from $AMD earnings on Tuesday?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.08	--	--	N/A
Q3 '25	$0.04	$0.10	144.05%	BEAT
Q2 '25	$0.00	$0.03	100.00%	BEAT
Q1 '25	-$0.05	$0.02	140.00%	BEAT
Q4 '24	$0.00	$0.05	100.00%	BEAT

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