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Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amid discussions surrounding potential new tariffs on countries trading with Iran and a reported DOJ probe into Fed Chair Powell, sparking debate on market stability and the independence of the central bank. Despite these headlines, a strong bullish sentiment prevails among many, emphasizing buying opportunities during dips and highlighting the market's resilience. The community is actively discussing whether the market can sustain its upward momentum given these geopolitical and regulatory concerns, often with frustration from those anticipating a significant pullback.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is a top trending stock as investors analyze its J.P. Morgan Healthcare Conference presentation for critical updates on its oral VK2735 program and commercialization plans, reinforced by a recent Chief Commercial Officer hire and the completion of its obesity maintenance study enrollment. The community is sharply divided between bullish expectations for a significant partnership or buyout, driven by the drug's perceived 'best-in-class' potential, and concerns over stock price suppression and management's strategy within the highly competitive metabolic market.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending due to strategic announcements around its ambitious "Meta Compute" AI infrastructure buildout, which includes securing multi-gigawatt nuclear energy agreements to power future data centers. This aggressive AI push, alongside reported layoffs in the Reality Labs division, is sparking mixed community reactions regarding the scale of investment versus potential returns. Investors are keenly observing these developments as Meta intensifies its position in the global AI race, with many awaiting further clarity on the long-term vision.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics is trending sharply lower following the FDA's request for additional clarification on the clinical benefit of FILSPARI for FSGS, a development that has caused significant market jitters ahead of its PDUFA decision. While many in the community are concerned this signals a potential Complete Response Letter, a notable counter-narrative suggests the sell-off is an overreaction, pointing to the company's strong commercial execution for FILSPARI in IgAN and solid financial standing as reasons to buy the dip.

Terrestrial Energy, Inc. is an advanced nuclear technology company focused on next-generation nuclear energy systems. The company is developing the Integral Molten Salt Reactor (IMSR), an innovative type of Generation IV molten salt reactor designed to produce reliable, low-carbon heat and electricity at competitive costs. The company is headquartered in Charlotte, NC.

Terrestrial Energy Inc.

Terrestrial Energy (IMSR) is trending due to a significant U.S. Department of Energy (DOE) agreement for Project TETRA, fast-tracking the development and operation of its Integral Molten Salt Reactor (IMSR) pilot. This news has reignited community discussions, with many comparing IMSR favorably to peers like OKLO and highlighting its advanced molten salt technology for meeting growing energy demands, particularly from AI data centers. Investors are optimistic about the DOE agreement as a crucial de-risking catalyst for the stock and the broader advanced nuclear sector.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is actively trending following a significant agreement with Meta Platforms to develop 1.2 gigawatts of nuclear energy for its AI data centers, with its CEO also set to appear on CNBC. While bulls view this as a crucial validation for advanced nuclear technology and a catalyst for future partnerships, skeptics point to the company's lack of revenue, unapproved designs, and notable insider selling against a distant commercial timeline. The market remains divided on whether the growing demand for AI power justifies Oklo's current valuation, especially as the community awaits overdue plutonium awards.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems (OSS) is trending due to a new partnership and pre-production order with a major U.S. defense contractor, fueling anticipation for a substantial contract to supply advanced computing systems for Army combat vehicles. The community is buzzing with discussion about the immense potential in edge AI and defense, viewing OSS as significantly undervalued with a tight float and strong growth prospects in AI infrastructure, especially after a strategic asset sale to sharpen its focus.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending due to anticipation surrounding its upcoming JPM Healthcare Conference presentation and updated investor materials, which highlight strategic directions including a new 12% market share in Japan. Community discussion is heavily focused on the company's substantial short interest, sparking speculation of a potential short squeeze, while also voicing strong calls for management to secure significant partnerships or a buyout to unlock the value of its vaccine technology.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending due to significant community excitement surrounding its multi-year AI partnership with Apple, which will integrate Google's Gemini into Siri and Apple's next-generation Foundation Models. This development is widely seen as a major win in the AI race, solidifying Gemini's competitive position and extending its reach across billions of devices. Conversations highlight Google's expanding AI leadership, including new partnerships in agentic commerce and its implications for the company's market valuation.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is trending amid intense community debate, fueled by its ongoing underperformance and deep frustration with current management's ability to deliver sustained profitability. However, many investors remain bullish, highlighting the company's position as a global leader in virtual care and its potential to capture a significant share of the rapidly expanding AI healthcare market. Recent partnerships, such as with TytoCare for at-home diagnostics, and anticipation around the $50 billion Rural Health Transformation Program are seen as key catalysts, driving speculation of a significant long-term rebound for the stock.

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Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

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