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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.

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.

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.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

$DOG is trending with strong community conviction as a prominent Bitcoin-native meme coin leveraging the Runes protocol. Its dedicated 'DOG Army' emphasizes the asset's fair launch, decentralization, and inherited security from Bitcoin, positioning it as a long-term play against other meme coins. The community actively discusses its potential to onboard new users to Bitcoin and sees institutional accumulation as a key driver.

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 sharply amid reports of Eli Lilly nearing an acquisition deal exceeding $1 billion, sparking widespread community discussion. Investors are actively debating the potential valuation and the strategic importance of Ventyx's NLRP3 inhibitors, which many view as a significant complementary asset in the expanding anti-inflammatory and metabolic disease markets. The conversation is centered on the possibility of a competitive bidding scenario among major pharmaceutical players for the innovative biotech.

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 due to two significant catalysts: a major acquisition of humanoid robotics startup Mentee Robotics and a substantial new deal with a top-tier U.S. automaker for its EyeQ6H ADAS systems, both announced during a key industry event. The community views these developments as a strong validation of Mobileye's expanding autonomous technology roadmap, extending beyond vehicles into humanoid robotics and reinforcing its competitive stance in the advanced driver-assistance market. Investors are keenly discussing the implications for its long-term growth and market position amidst ongoing comparisons with other industry players.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies Corp. (EMAT) is currently a hot topic among traders following its recent NASDAQ listing, with its perceived extremely low share float driving significant volatility and multiple trading halts. The community is actively debating its potential for explosive moves, comparing it to other high-volatility low-float plays, though some caution about its rapid price action and potential for downside.

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 Inc. is trending sharply higher following the announcement of positive Phase 3 clinical trial results for its oral TYK2 inhibitor in plaque psoriasis, showcasing strong efficacy and a favorable safety profile. The community is enthusiastic about the impressive clinical data and boosted price targets, while also weighing concerns about a proposed public offering that some perceive as a potential dilution. This positions Alumis as a significant contender in the multi-billion dollar psoriasis market, with an FDA New Drug Application submission slated for 2026.

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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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