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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 trending amid significant volatility, largely attributed by the community to recent downgrades from major competing banks. Many investors are interpreting this market action as manipulation and a prime buying opportunity, anticipating strong upcoming earnings and potential S&P 500 inclusion.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending on news of its upcoming inclusion in the S&P MidCap 400, expected to significantly increase institutional investment. The community is buzzing with anticipation, viewing its pivot to "Agentic AI" orchestration and recent profitability as strong indicators for future growth in enterprise automation. This move is broadly seen as a catalyst for greater visibility and a potential re-rating for the software firm.

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 a focal point of discussion due to reported substantial unrealized losses on its digital assets in Q4 and ongoing share dilution, fueling community debate about its relative underperformance compared to Bitcoin. Investors are closely watching an upcoming MSCI index exclusion decision, which is generating significant chatter about potential institutional outflows and further market volatility.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is experiencing significant upward momentum, driven by strong demand for its AI-powered cloud services, reflected in increased AWS GPU rental rates. The community is actively discussing a potential breakout and re-rating for the stock, believing it has been undervalued and is due for a substantial catch-up rally within the tech sector. Recent AI-focused announcements, including expanded Alexa capabilities and new devices, are further contributing to this renewed optimism.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending amid high volatility, as recent market movements have sparked community discussions about potential manipulation and its strong correlation with Bitcoin, despite its pivotal role in the AI infrastructure sector. With year-end selling pressure subsiding, investors are keenly evaluating IREN's substantial AI cloud service contracts and its competitive positioning as the new year begins.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after announcing expanded manufacturing and liquid-cooling capabilities to support NVIDIA's cutting-edge Vera Rubin AI systems, highlighted at a major tech event. While many in the community believe the stock is deeply undervalued and poised for a rebound given its critical role in AI infrastructure, significant frustration persists over its recent price performance and management's perceived credibility. This pivotal move positions SMCI within the intense competition of next-generation data center solutions, where operational execution is a key discussion point among investors.

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 surging demand for memory and storage chips, largely fueled by the expanding AI sector, which has led to significant price increases across the industry. The community is actively discussing its extreme volatility and parabolic price movements, with many celebrating substantial gains while others express strong skepticism about current valuations. This highlights a broader market theme of insatiable AI infrastructure needs driving the memory and storage sector.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently trending due to significant U.S. defense contracts, notably an $816 million award from the Space Development Agency to design and manufacture satellites, solidifying its pivot to an end-to-end national security space partner. The community exhibits strong bullish sentiment, eagerly anticipating triple-digit prices and the upcoming Neutron rocket debut to fuel further long-term growth in the burgeoning space sector.

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. is trending amid escalating geopolitical focus on Greenland's strategic rare earth deposits, with the community actively discussing potential US government investment in CRML's Tanbreez project. This sentiment is amplified by the broader push for Western critical mineral independence and recent positive price action across the 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 trending due to intense anticipation surrounding a pivotal Congressional hearing on "American Energy Dominance" set to address surplus plutonium fuel allocation and expedited licensing for advanced reactors. Community discussion highlights significant institutional positioning and short-squeeze potential, as traders weigh the fundamental tailwinds of nuclear energy for AI against concerns of a parabolic run and potential "sell the news" event.

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Fund managers turn more optimistic on Asia despite Trump tariff threats- BofA

Investing.com-- Asian fund managers turned more optimistic over the economic outlook amid cooling investor concern over the economic impact of U.S. President Donald Trump’s trade tariffs, a Bank of America survey showed. 

China’s ETF market is booming, but what comes next?

Investing.com -- China’s exchange traded fund, or ETF, market has exploded in recent years, with passive funds now outmuscling their active rivals and reshaping the landscape of the world’s second-largest equity market. But as the ETF boom accelerates, questions are swirling about what this means for A-share liquidity, volatility, and the future of active management.

Asia stocks set for strong H2 2025, Bernstein says; Bullish on India, S.Korea

Investing.com-- Bernstein analysts said they were bullish on Asian markets in the second half of 2025, with increased foreign capital inflows, improved earnings, and a more accommodative policy environment to drive gains.

These countries are most exposed to rising trade tensions, Capital Economics says

Investing.com - Markets are currently pricing in the exposure of specific countries to sweeping U.S. tariffs "reasonably accurately," with several set to potentially lose more should the White House’s aggressive trade agenda escalate, according to analysts at Capital Economics.

Parts of Chinese stock markets "reasonably immune" to tariff-driven slowdown - UBS

Investing.com - Sections of Chinese stock markets are "reasonably immune" to a tariff-induced slowdown in global economic activity, but could still face trading at a "significant discount," according to analysts at UBS.

10 most asked questions and UBS answers on China stock market

Investing.com -- Investor interest in China equities has surged recently, with sentiment significantly more constructive than at any point in the past two years, according to UBS.

The DeepSeek impact: 'Magnificent 7' vs. 'Lagnificent 7'

Investing.com -- Global equity and bond funds saw significant inflows last week, with European stock funds recording their largest inflow since before the Ukraine war, according to Bank of America (BofA).

U.S. stocks witnessed first back-to-back weekly outflows in 10 months: BofA

Investing.com -- U.S. stocks recorded their first back-to-back weekly outflows in 10 months, with $700 million redeemed from equities in the week through Feb. 12, according to a Bank of America (BofA) note citing EPFR Global data.

China stocks: Morgan Stanley says AI rally boosts sentiment, but headwinds remain

Investing.com--  Morgan Stanley  (NYSE:MS) analysts said sentiment towards mainland Chinese stock markets was boosted by optimism over the country’s artificial intelligence capabilities after the release of DeepSeek. 

Has DeepSeek ended US stock market outperformance?

Investing.com -- The outperformance of the US equity market is not over yet, despite the challenges presented by DeepSeek’s new AI models, according to Capital Economics.

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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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