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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

Strategy (MSTR) is trending significantly after MSCI decided to keep digital asset treasury companies in its global indexes, reversing earlier plans for exclusion. This news has sparked a strong bullish sentiment within the community, with many anticipating a substantial short squeeze and a rally now that a major uncertainty has been removed. Investors are closely watching MSTR's highly correlated price action with Bitcoin, expecting renewed upward momentum.

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 trending due to surging speculation about potential U.S. government strategic involvement in Greenland, home to the company's significant Tanbreez rare earth project. The community is actively discussing how this geopolitical attention positions CRML to play a vital role in securing critical Western mineral supply chains. This renewed interest and high trading volume reflect optimism for accelerated development of one of the world's largest rare earth deposits.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following news of a new performance-based stock option award for CEO Ryan Cohen, structured to incentivize significant market capitalization and EBITDA growth. This compensation plan, which includes no salary and vests only upon achieving ambitious targets, has ignited widespread discussion among investors. While many interpret it as a strong bullish signal aligning Cohen's incentives with shareholder value, a skeptical segment of the community questions the feasibility of the targets and speculates on its impact amidst ongoing market manipulation discussions.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending following the launch of its crypto wallet with Tether, a move designed to empower creators with digital asset tipping and foster a decentralized economy. The community is buzzing about the stock's high short interest and its ongoing acquisition of Northern Data, which is poised to significantly enhance its cloud and AI capabilities, alongside substantial strategic investments from Tether.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending due to major new commercial aircraft orders, notably a record deal with Alaska Airlines, combined with substantial defense contracts for military aircraft and support services. While bullish sentiment prevails regarding a robust recovery and positive free cash flow, the community is actively discussing persistent production challenges and missed delivery targets. These developments highlight strong demand across both commercial and defense sectors, framing a pivotal period for the company.

Monte Rosa Therapeutics, Inc. operates as a biotechnology company, which engages in the developing of precision medicines. The company was founded on November 21, 2019 and is headquartered in Boston, MA.

Monte Rosa Therapeutics Inc

Monte Rosa Therapeutics (GLUE) is significantly trending due to compelling positive interim Phase 1 data for its molecular glue degrader, MRT-8102, showing substantial reductions in inflammatory markers associated with cardiovascular risk. This has ignited strong community speculation about a potential short squeeze and long-term value, further bolstered by existing multi-billion dollar partnerships.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as the Warner Bros. Discovery board reportedly reaffirmed their deal by rejecting a rival bid, alongside news of an expanded WWE partnership. This development is sparking intense debate among investors; some anticipate a strong rebound from oversold levels and potential short squeeze, while others remain cautious due to concerns over acquisition-related debt and integration challenges ahead of upcoming earnings.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending following an acquisition aimed at accelerating error-corrected quantum computing and a breakthrough demonstration in scalable on-chip cryogenic control of gate-model qubits. Community discussion is polarized, with bullish investors highlighting expanded market leadership and future growth, while skeptics express concerns over dilution, valuation, and market manipulation ahead of the company's CES presentation.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is actively trending as investors react to a recent downgrade from Cantor Fitzgerald, which many in the community dismiss as manipulation designed to shake out retail holders. Bulls are highlighting the company's recent debt reduction and Ask Sage acquisition as foundational for securing upcoming large government AI contracts. The ongoing debate centers on whether the current dip presents a buying opportunity before anticipated contract announcements in the defense AI sector.

Aquestive Therapeutics, Inc. engages in the identifying, developing, and commercializing differentiated products to address unmet medical needs and to solve patients’ therapeutic problems. Its product pipeline include Libervant, AQST-108, AQST-305, Suboxone and Zuplenz. The company was founded in January 2004 and is headquartered in Warren, NJ.

Aquestive Therapeutics Inc

Aquestive Therapeutics (AQST) is generating significant discussion ahead of its January 31, 2026 PDUFA date for Anaphylm, a device-free oral film for anaphylaxis, with the waived FDA Advisory Committee widely seen as a strong indicator for approval. The community is highly focused on Anaphylm's potential as a "game-changer" due to its superior portability and ease of use compared to existing auto-injectors, driving expectations for a substantial market impact and a potential short squeeze.

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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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