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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending after reporting robust earnings, driven by significant revenue growth and an improving path to profitability as its AI infrastructure expands. The community is actively discussing the company's substantial pipeline of new data center capacity, including advanced negotiations for 900MW across multiple hyperscale sites, anticipating strong long-term growth. This aggressive expansion into high-performance computing is fueling speculation about potential short-covering activity and a re-rating of the stock within the booming AI sector.

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 gaining significant attention after experiencing a substantial price surge on massive trading volume, which has triggered a technical breakout and suggests strong altcoin rotation. The community is actively discussing the potential for Jasmy to push past the one-cent threshold, fueled by anticipation of major 2026 developments focused on decentralized AI, data monetization, and its regulatory standing in Japan. While some voice skepticism about past volatility, many investors are highlighting its foundational utility in IoT and secure data, along with its ex-Sony leadership, as key drivers for future growth.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following positive FDA feedback indicating its existing data is sufficient for a Biologics License Application for sonelokimab in hidradenitis suppurativa, significantly de-risking its path to market. This clarity has ignited strong community discussion, highlighting the stock as undervalued and a prime buyout candidate, with many speculating on Merck's renewed interest and the potential for a substantial short squeeze.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is experiencing a notable multi-day decline, leading to discussions among the community about its deeply oversold technicals and a perceived lack of an immediate AI narrative compared to peers like Alphabet, which recently surpassed its market cap. While some express concern over the persistent weakness, many are actively buying the dip, anticipating a rebound and potential short squeeze dynamics fueled by unverified rumors of high synthetic short interest.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending due to sharp stock price volatility following preliminary Q4 results and future revenue guidance that projected a decline in DefenCath sales. While many investors express frustration and accuse management of mishandling expectations, a significant portion of the community sees the downturn as an overreaction, emphasizing the strong Q4 financial performance, the diversified pipeline from the Melinta acquisition, and compelling positive real-world data for DefenCath.

flyExclusive, Inc. engages in owning and operating jet aircraft for private jet passengers. It manages all aspects of the customer experience, in-house maintenance, repair, and overhaul services, including paint, interiors, and avionics capabilities. The company was founded by Thomas James Segrave, Jr. in 2015 and is headquartered in Kinston, NC.

flyExclusive Inc. - Ordinary Shares - Class A

flyExclusive (FLYX) is soaring amid news of its authorized dealership agreement with Starlink, positioning the company as an installer of high-speed in-flight internet for private jets and opening new MRO revenue opportunities. The community is actively discussing the potential for a massive short squeeze, driven by the stock's reportedly low float and explosive trading volume. Traders are eyeing significant upside, fueled by optimism around the SpaceX connection and comparisons to previous high-flying tickers.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is trending due to significant attention on the robotics sector, highlighted by Nvidia's CEO mentioning Serve as a key part of the "Physical AI" ecosystem and reports of potential government initiatives to boost the industry. This comes as the company achieves a major milestone with over 2,000 deployed autonomous delivery robots and strengthens partnerships, leading to community discussions about its market leadership and short-squeeze potential.

iPower, Inc. engages in the online retail and supply of consumer home, garden, in-home farming, pet, and wellbeing products. It sells its brands such as Simple Deluxe, YSSOA, Zenhydro, Flourish, iPOWER, iFarm, FluffyDream, ScratchMe, and HealSmart through zenhydro.com, simpledeluxe.com, and various third-party online platforms. The company offers grow light systems, advanced heating, ventilation and air conditioning (HVAC) systems, water pumps, heaters, chillers and filters, nutrient and fertilizer delivery systems, and various growing media typically made from soil, rock wool or coconut fiber. It also provides home goods supplies including commercial fans, floor and wall fans, storage and shelving units, and chairs. The company was founded by Chenlong Tan and Allan Huang on April 11, 2018 and is headquartered in Rancho Cucamonga, CA.

iPower Inc

iPower Inc. is a major trending topic, driven by its exceptionally low public float that has sparked significant community discussion about a potential short squeeze, drawing comparisons to other high-volatility movers. Further fueling the conversation are the company's recent strategic moves, including initial investments into digital assets and announcements regarding debt repayment. The narrative is currently polarized between those anticipating substantial price action and others who remain cautious of rapid speculative movements.

Aclarion, Inc. is a healthcare technology company, which engages in the provision of Magnetic Resonance Spectroscopy (MRS), and a proprietary biomarker to optimize clinical treatments. It utilizes Artificial Intelligence to assist in quality control processes that flag spectroscopy data indicative of a poor MRS study. It offers NOCISCAN Suite, a revolutionary software suite that works with existing high field Magnetic Resonance systems and Magnetic Resonance Spectroscopy pulse sequence packages using an optimized protocol to conduct MRS exams of lumbar discs. The company was founded by James C. Peacock, David S. Bradford, and Jeffrey Lotz in 2008 and is headquartered in Broomfield, CO.

Aclarion Inc

Aclarion Inc. is trending after providing an update on its accelerating AI back pain platform, Nociscan, reporting substantial scan volume growth and a robust, debt-free balance sheet with an extended cash runway. The community is buzzing about the stock's extremely low float and significant cash per share, fueling speculation for a potential short squeeze and considerable upward price movement. Traders are actively accumulating shares, anticipating a notable revaluation, despite some ongoing calls of manipulation.

Mind Medicine (MindMed), Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Mind Medicine Inc

Mind Medicine Inc - Ordinary Shares (Sub Voting)

MindMed is seeing heightened discussion following a new 'Buy' rating from Jones Trading that included a high price target, fueling widespread community speculation about an impending acquisition. This momentum is further driven by the recent publication of positive MM120 (LSD) trial results for Generalized Anxiety Disorder in JAMA, signaling significant progress in the emerging psychedelic therapeutics sector.

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Time for China ETFs Now?

China ETFs are back in focus as easing policy, resilient exports and Goldman's bullish outlook lift tech and large caps like FXI, CQQQ and ECNS.

<ul class="summary-bullets"><li>These are aimed at improving China's modern infrastructure system and supporting a smooth start to the 15th Five-Year Plan (2026-2030), according to a Reuters report.&nbsp; About 220 billion yuan has been set aside for 281 national and security-related projects, as per the report.&nbsp; In a separate statement, the National Development and Reform Commission said that the country’s top leadership is prioritizing expanding domestic demand as one of its eight key tasks for 2026.</li></ul>China is reportedly allocating 295 billion yuan ($42.16 billion) in 2026 on an investment plan for the central government's budget and major projects amid the country’s increasing focus on expanding domestic demand and stimulating consumption and investment.According to a Reuters report from Wednesday, the projects are aimed at improving China's modern infrastructure system and supporting a smooth start to the 15th Five-Year Plan (2026-2030), Li Chao, a National Development and Reform Commission (NDRC) spokesperson, said in Beijing.The announcement comes even as China’s top leadership lists expanding domestic demand as one of its eight key tasks for 2026, alongside prioritizing the refinement of the “Two New” policies to build a more robust domestic market, as per a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ndrc.gov.cn/xxgk/jd/jd/202512/t20251231_1402889.html">separate statement</a> from NDRC.<h2 class="st-heading-2">Investment Allocation</h2>Li Chao, a spokesperson for the National Development and Reform Commission, said in Beijing that about 220 billion yuan has been set aside for 281 national and security-related projects, according to the report.Additionally, the central government has set aside over 75 billion yuan to fund 673 projects across domains such as ecological protection and carbon reduction.China's "Two New" policies, namely equipment renewal and consumer goods trade-in, aim to bolster domestic demand while simultaneously improving equipment efficiency to lower emissions. President Xi Jinping reiterated the idea in early 2024 as a way for the government to shift China's growth towards domestic demand while strengthening internal infrastructure, energy, and resource security.China has also <a href="https://stocktwits.com/news-articles/markets/equity/china-announces-first-tranche-of-nearly-9-billion-in-consumer-subsidies-for-2026/cL7IRShREUH">announced</a> the first tranche of 62.5 billion yuan ($8.92 billion) in subsidies, to be provided through the sale of ultra-long special sovereign bonds to local governments, to support the trade-in of consumer goods in 2026.<h2 class="st-heading-2">Future Outlook</h2>The government’s investment plans and 15th Five-Year Plan come as the world’s second-largest economy faces headwinds from a persistent property slump, weak consumer demand, and global trade tensions.While China’s year-to-date GDP growth came in at 5.2% year-on-year as of December, it is projected to grow at 4.4% in 2026, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.worldbank.org/en/news/press-release/2025/12/11/advancing-reforms-can-enhance-prospects-china-economic-update">report</a> from the World Bank, which also believes that the country’s growth in the coming years hinges on the strength of its domestic demand as well as its structural reforms.The <a href="https://stocktwits.com/symbol/FXI">iShares China Large-Cap ETF</a> (FXI), which tracks large-capitalization Chinese equities, has climbed over 25% in the past year. Meanwhile, U.S. equities declined in Wednesday morning’s trade.At the time of writing, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 0.23%, while the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) edged 0.31% lower. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘neutral’ territory.The <a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Year Treasury Bond ETF</a> (IEF) was up 0.10% at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.(1 Chinese Yuan = $0.14) &nbsp;

Used cars sold in a used car market in Yichang, Hubei Province, China on June 9, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

China Reportedly Earmarks $42 Billion For 2026 Projects – Infrastructure, Consumption Take Priority

China’s 295 billion yuan allocation in 2026 will go towards an investment plan for the central government's budget and other major projects. 

Equity

Top-Performing International ETFs of 2025

International ETFs like VEA, EZU & EEM outshone U.S. peers in 2025 as cheaper valuations, diversified exposure, and stimulus measures drove substantial gains.

<ul class="summary-bullets"><li>“When the animal spirits are kicking in and when there is a clear advantage being struck by winning companies, they want alpha,” — Pick.</li><li>Earlier, Goldman Sachs CEO David Solomon said that there is a greater appetite for investments in Chinese companies than 12 months ago, after valuations became more attractive.</li><li>Pick further stated that China is offering a blueprint to its neighbor, India, to build its own global industry champions and homegrown leaders.</li></ul>Morgan Stanley CEO Ted Pick reportedly said on Tuesday that China has held its place as a top draw for global asset managers amid a return of confidence, with investors agreeing that the world’s second-most liquid market is too big to ignore.According to a Bloomberg News <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-04/morgan-stanley-ceo-says-asset-managers-want-china-exposure">report</a> citing a television interview with Pick, the Wall Street lender’s top boss said that asset managers were underweight on China, with exposure becoming more passive and beta-driven when times were tough, and that it has once again become a destination for investment, with momentum returning.<h2 class="st-heading-2">Wall Street CEOs Acknowledge Return Of The ‘Alpha’</h2>Speaking on the sidelines of Hong Kong’s annual financial summit, Pick joined a rising number of Wall Street banks and asset managers to express enthusiasm for the world’s second biggest economy after a few years of slowdown following strict pandemic restrictions, regulatory crackdowns, and real estate turmoil.Beijing has stepped in increasingly to bolster economic growth by injecting liquidity, easing foreign inflows, and offering incentives to boost consumption amid the uncertain economic policies of the Trump administration, which have affected its exports.<blockquote>“When the animal spirits are kicking in and when there is a clear advantage being struck by winning companies, they want alpha,” Pick reportedly said. “They want company-specific allocations — that’s when the new-issue environment becomes so important.”</blockquote>The iShares China Large-Cap ETF has jumped 32.6% this year, and the iShares MSCI China ETF has risen over 37%. This compares with nearly 16% gains in the SPDR S&amp;P 500 ETF and over 22% rise in Invesco QQQ Trust Series 1 ETF, which tracks the Nasdaq 100 companies.Retail sentiment on Stocktwits about the <a href="https://stocktwits.com/symbol/FXI">iShares China Large-Cap ETF</a> (FXI) was in the ‘bullish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:795/99;" src="https://news.stocktwits-cdn.com/FXI_Nov_4_JPG_14e9276cb2.webp" alt="FXI’s Sentiment Meter and Message Volume as of 03:05 a.m. ET on Nov. 4, 2025 | Source: Stocktwits" width="795" height="99"><figcaption>FXI’s Sentiment Meter and Message Volume as of 03:05 a.m. ET on Nov. 4, 2025 | Source: Stocktwits</figcaption></figure>Earlier, Goldman Sachs CEO David Solomon said that there is a greater appetite for investments in Chinese companies than 12 months ago, after valuations became more attractive.India Moving Beyond ‘Plus-One’ StatusPick further stated that China is offering a blueprint to its neighbor, India, to build its own global industry champions and homegrown leaders that can transform its economy. Asia's third-largest economy is learning to move beyond its “plus-one” status and begin creating its own international leaders, he reportedly added.He added that for Morgan Stanley, the two markets are among the most exciting places to operate, with each offering scale, ambition, and a growing roster of companies ready to compete on the world stage. “I like India, but I like China. You don’t have to make the choice,” he said.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/state-street-chief-o-hanley-dubs-trump-s-immigration-policies-anti-growth/cL282uoR3Cl">State Street Chief O’Hanley Dubs Trump’s Immigration Policies ‘Anti-Growth’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Chinese National Flag. On Wednesday, 27 September 2017, in Badaling, Yanqing District, Beijing, China. (Photo by Artur Widak/NurPhoto via Getty Images)

Morgan Stanley Chief Ted Pick Proclaims China As Top Draw For Asset Managers

The Wall Street lender’s top boss said that asset managers were underweight on China when times were tough, and that it has once again become a destination for investment.

ETFs in Focus as China's Economic Growth Slows in Q3

China's GDP slows to 4.8%, raising hopes of policy easing. Likely rate cuts may drive ETFs like KWEB, CQQQ, FXI & MCHI in the coming months.

Zacks Investment Ideas feature highlights: Bank of America, iShares China Large-Cap ETF, Tencent Music, Baidu, Nio and Alibaba

Zacks highlights Bank of America, iShares China Large-Cap ETF, Tencent Music, Baidu, Nio, and Alibaba, spotlighting David Tepper's high-conviction China bet and the strong growth potential of Chinese tech stocks.

David Tepper's Genius: How His 'Simple' China Bet Netted Massive Gains

David Tepper's latest success with his China trade is a testament to his consistent, 'first principles' investment philosophy: bet against the crowd, focus on simple yet powerful fundamentals, and exude extreme conviction. 

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Nvidia, CQQQ and FXI

Alibaba and Baidu surge past $100 with AI momentum, while ETFs like CQQQ and FXI offer broader China tech exposure.

Chase the Surge in Alibaba or Baidu Stock?

Along with U.S. equities, favorable market sentiment has led to a resurgence in Chinese tech stocks with Alibaba (BABA) and Baidu (BIDU) leading the way. 

China’s services sector grew at the fastest pace since May 2024, driven by a surge in new orders and a stronger-than-expected rise in export business.According to S&amp;P Global data, the headline RatingDog China General Services Business Activity Index rose to 53.0 in August, up from 52.6 in July. The 50 mark separates growth from contraction and extends the current period of growth that began in January 2023.“This was largely driven by more stable domestic demand and a recovery in foreign demand. At the same time, service sector businesses remained optimistic about the future, with overall confidence the joint-highest since March,” Yao Yu, the founder at RatingDog, said.The Chinese economy has struggled to gather momentum after the pandemic, hurt by a property market slowdown and a dip in consumer sentiment. Beijing has taken several steps to boost consumption, including fresh incentives, and has also declared a war on brutal price wars, which have had a deflationary effect on the economy.Retail sentiment on Stocktwits about the <a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF</a> (MCHI) was in the ‘bullish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:790/89;" src="https://news.stocktwits-cdn.com/MCHI_Sept_3_JPG_6fab69e04b.webp" alt="MCHI’s Sentiment Meter and Message Volume as of 02:33 a.m. ET on Sept. 3, 2025 | Source: Stocktwits" width="790" height="89"><figcaption>MCHI’s Sentiment Meter and Message Volume as of 02:33 a.m. ET on Sept. 3, 2025 | Source: Stocktwits</figcaption></figure>The report added that successful business development efforts, improvements in market conditions, and increased tourism were key drivers of sales growth. China also benefited from strong exports as Beijing and Washington, D.C., agreed to extend a tariff truce in July.However, in a worrying sign, average input costs continued to tick higher in August, based on higher wages and raw material costs, marking the sixth successive month of cost inflation. The Chinese firms opted to absorb most of those cost increases to maintain market share amid intense competition.“The persistent pressure on output prices, and thereby profits, suggests that the service sector recovery may be imbalanced,” Yao noted.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/top-bank-of-japan-official-believes-trump-s-tariffs-go-beyond-economics/chwTnyjRdFu">Top Bank Of Japan Official Believes Trump’s Tariffs Go Beyond Economics: ‘Cultural Protest Against Intellectual Elites’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tourists visit the restored old Shanghai commercial street at a shopping mall in Shanghai, China, February 20, 2024. 

China Services Activity Grows At Rapid Pace — Profit Margins Remain A Concern

According to S&P Global data, the headline RatingDog China General Services Business Activity Index rose to 53.0 in August, up from 52.6 in July.

BlackRock Institutional Trust Company N.A. - iShares China Large-Cap ETF

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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?

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