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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 experiencing a significant surge, driven by strong market narratives around the AI supercycle and increased demand for memory and storage, including reported shortages of SSDs and DDR5 RAM. Community sentiment is polarized, with many celebrating its role in AI infrastructure and expecting further gains, while others caution of a speculative bubble and actively explore shorting opportunities. This rapid appreciation has sparked intense debate regarding the sustainability of its current valuation within the broader memory sector.

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 (RUM) is trending as the community anticipates the imminent completion of its Northern Data acquisition, which is set to significantly boost its AI cloud infrastructure. Discussions are actively centered on high short interest, fueling speculation of a potential short squeeze, alongside excitement for the upcoming Rumble Wallet and expanding strategic partnerships with Tether.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending following its CES announcements, highlighted by the new Vera Rubin AI platform entering full production with significantly enhanced performance, alongside the CFO's affirmation of growing demand beyond initial forecasts and a robust supply chain. Despite this overwhelmingly bullish news and strategic partnerships in physical AI and autonomous driving, community discussion reveals widespread frustration over the stock's constrained price action, which many attribute to heavy options activity. The focus remains on NVIDIA's foundational role in the expanding AI infrastructure, even as some question its near-term upside given recent sideways trading.

ProShares Trust - ProShares Ultra Silver 2x Shares

ProShares Ultra Silver

ProShares Ultra Silver ($AGQ) is trending as the community intensely debates silver's future, driven by reports of impending export restrictions from a major global supplier and ongoing industrial demand. This has ignited strong bullish sentiment predicting a significant price discovery phase, while others caution about speculative overheating and market manipulation, fueling extreme volatility.

Brevis

Brevis (BREV) is capturing investor attention following its listings on several major exchanges, sparking widespread community discussion. As a ZKP token, its debut coincides with growing interest in this sector, fueling speculative excitement among traders about its potential trajectory.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain and as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin ($XCN) is experiencing renewed attention following its recent listing on Robinhood, which the community views as a significant step towards legitimacy and broader retail access. Discussions also revolve around its Binance futures delisting, seen by some as removing market suppression, and anticipation for its upcoming Goliath Mainnet and ISO 20022 upgrades, fueling optimistic comparisons to past explosive rallies despite some skepticism regarding sustained 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 seeing heightened discussion and trading activity driven by renewed speculation surrounding potential U.S. interest in acquiring or partnering with Greenland, home to its significant Tanbreez rare earth project. The community is actively debating the implications of this geopolitical focus on securing critical minerals for Western supply chains, fueling hopes for substantial government involvement and a potential for notable upward movement.

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 is rallying as MSCI confirmed it will not exclude Digital Asset Treasury Companies from its indexes, removing a significant overhang for investors. This news has ignited strong community sentiment, with many anticipating a short squeeze and renewed upside potential, especially if Bitcoin sustains its upward momentum.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is trending following positive preliminary revenue results that exceeded expectations, alongside multiple analyst upgrades to its price target. The community is actively discussing the company's critical role as a semiconductor substrate supplier for high-growth sectors like AI, 5G, and photonics, with many anticipating a significant upward move and potential short squeeze. This renewed interest is further bolstered by recent resolutions regarding export permits for its indium phosphide products from China.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

Constellation Brands (STZ) is a top trending stock as investors anticipate upcoming earnings, with significant debate surrounding whether recent analyst downgrades and concerns over declining alcohol consumption are fully priced in. The community is split between those viewing it as a value opportunity due to low expectations and potential for a short squeeze, and others highlighting its strategic stake in cannabis as a future growth catalyst.

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Allspring Global Investments Holdings LLC Sells 54,773 Shares of DexCom, Inc. $DXCM

Allspring Global Investments Holdings LLC reduced its stake in shares of DexCom, Inc. (NASDAQ:DXCM - Free Report) by 25.8% in the 3rd quarter, according to the company in its most recent 13F filing...

DexCom, Inc. $DXCM Shares Sold by Ethic Inc.

Ethic Inc. cut its holdings in DexCom, Inc. (NASDAQ:DXCM - Free Report) by 38.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 30,295...

3 Stocks Likely to Gain From Rising HSA Contribution & Medicare Premium

Rising HSA limits and higher Medicare premiums in 2026 could lift demand for chronic care devices from DexCom, ResMed and Masimo.

E. Ohman J or Asset Management AB Raises Position in DexCom, Inc. $DXCM

E. Ohman J or Asset Management AB boosted its holdings in DexCom, Inc. (NASDAQ:DXCM - Free Report) by 400.2% in the 3rd quarter, according to its most recent disclosure with the Securities and...

SWS Partners Purchases 19,073 Shares of DexCom, Inc. $DXCM

SWS Partners grew its position in shares of DexCom, Inc. (NASDAQ:DXCM - Free Report) by 100.2% in the third quarter, according to the company in its most recent 13F filing with the Securities...

Beacon Investment Advisory Services Inc. Trims Stock Position in DexCom, Inc. $DXCM

Beacon Investment Advisory Services Inc. lessened its stake in shares of DexCom, Inc. (NASDAQ:DXCM - Free Report) by 10.2% in the 3rd quarter, according to its most recent disclosure with the SEC...

DexCom, Inc. Sued for Securities Law Violations - Contact Levi & Korsinsky Before December 26, 2025 to Discuss Your Rights - DXCM

DexCom, Inc. Sued for Securities Law Violations - Contact Levi & Korsinsky Before December 26, 2025 to Discuss Your Rights - DXCM DexCom, Inc. Sued for Securities Law Violations - Contact Levi...

DAVENPORT & Co LLC Increases Position in DexCom, Inc. $DXCM

DAVENPORT & Co LLC lifted its holdings in shares of DexCom, Inc. (NASDAQ:DXCM - Free Report) by 21.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned...

Voya Investment Management LLC Sells 186,132,582 Shares of DexCom, Inc. $DXCM

Voya Investment Management LLC lowered its stake in DexCom, Inc. (NASDAQ:DXCM - Free Report) by 99.9% during the 3rd quarter, according to its most recent filing with the Securities & Exchange...

HALPER SADEH LLC ENCOURAGES DEXCOM, INC. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS

HALPER SADEH LLC ENCOURAGES DEXCOM, INC. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS HALPER SADEH LLC ENCOURAGES DEXCOM, INC. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS PR...

DexCom, Inc. is a medical device company, which engages in the design, development, and commercialization of glucose monitoring systems for ambulatory use by people with diabetes. Its products include Dexcom G6, Dexcom G7, Dexcom Stelo, Dexcom Share, Dexcom Real-Time API, and Dexcom ONE. The company was founded by John F. Burd on May 13, 1999 and is headquartered in San Diego, CA.

Dexcom Inc

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?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.65	--	--	N/A
Q3 '25	$0.57	$0.61	7.18%	BEAT
Q2 '25	$0.44	$0.48	8.21%	BEAT
Q1 '25	$0.33	$0.32	-2.21%	MISSED
Q4 '24	$0.50	$0.45	-9.90%	MISSED

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