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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending amid reports it is considering an all-cash offer for Warner Bros. Discovery, intensifying the ongoing M&A battle with Paramount and generating diverse community reactions. Many are debating whether this potential all-cash bid signals management confidence and reduced dilution ahead of upcoming earnings, or if the WBD acquisition itself remains a costly distraction. This strategic move, coupled with an analyst upgrade and impending earnings, is fueling significant discussion and volatility as investors weigh the company's future growth trajectory.

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 lower after a major investment bank downgraded the stock and issued a significantly reduced price target, igniting a fierce debate among investors. Bulls view this as blatant manipulation to drive down share prices ahead of anticipated strong earnings, emphasizing the company's critical role in AI infrastructure and robust revenue growth. Bears, however, highlight ongoing concerns about declining profit margins, competitive pressures, and past management issues, suggesting the stock's valuation reflects these underlying risks.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending following its announcement to directly cover rising electricity costs and mitigate environmental impact from its expanding AI data centers, a move also noted by former President Trump. The community is actively debating whether this strategic commitment, alongside competitive dynamics in AI from Google's Gemini, positions the stock for a rebound or signals continued valuation concerns given recent subdued price action.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings (RCAT) is surging after reporting preliminary Q4 revenue results indicating massive year-over-year growth, sparking widespread excitement. The community is buzzing with talk of a potential short squeeze, driven by strong belief in its U.S.-made defense drone technology and anticipation of new details from an upcoming industry conference. This positions RCAT at the forefront of the accelerating demand within the defense and drone sectors.

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 with significant community speculation ahead of its presentation at the J.P. Morgan Healthcare Conference, following a recent analyst upgrade and an 8-K filing hinting at new partnerships and strategic de-risking. Investors are closely watching for updates on the company's Matrix-M adjuvant platform for potential beyond infectious diseases, while high short interest fuels discussions of a potential squeeze. Despite this positive momentum, many on the forums remain skeptical about current management's ability to capitalize on these opportunities.

Ambitions Enterprise Management Co. LLC operates as a travel agency. It provides event planning and management services. The firm also offers transportation, accommodations, meals, and guided tours or activities under convenient packages. The company was founded on October 26, 2023 and is headquartered in Dubai, United Arab Emirates.

Ambitions Enterprise Management Co LLC - Ordinary Shares - Class A

Ambitions Enterprise Management Co LLC

Ambitions Enterprise Management Co. is trending due to a significant surge in trading volume and price, largely attributed by the community to its low float status as a recent IPO. Traders are actively discussing its potential as a short squeeze opportunity, drawing comparisons to past high-flying small-cap stocks. Despite warnings regarding its financial fundamentals and frequent trading halts, the conversation is dominated by momentum plays and the dramatic volatility.

BriaCell Therapeutics Corp. is a clinical-stage biotechnology company, which engages in the development of novel immunotherapies to transform cancer care. It currently advancing its Bria-IMT™ targeted immunotherapy in combination with an immune check point inhibitor in a pivotal 1 Phase 3 study in metastatic breast cancer. The company was founded by Charles L. Wiseman and Isaac Benjamin Maresky on July 26, 2006 and is headquartered in West Vancouver, Canada.

BriaCell Therapeutics Corp - Ordinary Shares - New

BriaCell Therapeutics Corp

BriaCell Therapeutics is experiencing a surge in attention following news of a sustained complete resolution of a lung metastasis in a metastatic breast cancer patient treated with its Bria-OTS immunotherapy. This significant clinical response has sparked considerable excitement about its potential as a game-changer in cancer treatment, leading to bullish speculation among investors. However, community discussions also highlight caution due to the company's history of stock offerings and reverse splits, with many predicting imminent dilution despite the promising clinical momentum.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is seeing increased attention driven by Bitcoin's upward momentum and the anticipation surrounding its significant Helios AI data center. The community is actively discussing its perceived undervaluation as a hybrid crypto and AI infrastructure play, eager for more clarity on regulatory developments and the operational launch of its high-capacity data facility.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is at the forefront of community discussion, fueled by its strategic U.S. defense agreement that includes a guaranteed customer and price floor for rare earth materials. This positions the company as a critical player in securing a domestic supply chain for essential technologies like EVs and defense, attracting strong analyst upgrades and bullish sentiment despite recent volatility and insider share sales. Many anticipate continued momentum as the rare earths sector gains national security importance.

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 as it aggressively pivots to establish a leading position in the AI infrastructure race, evidenced by its new "Meta Compute" initiative and landmark nuclear energy deals to power future data centers. This bold strategic shift, including reported reallocations from metaverse projects, is generating significant buzz, with some viewing it as a clear path to long-term AI dominance while others express caution regarding the substantial investments and the stock's recent price action.

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BofA looks at the impact of Trump’s signature fiscal policy on defense stocks

Investing.com - The defense industry stands to be a crucial beneficiary of the massive tax-cuts and spending bill that was signed into law by U.S. President Donald Trump earlier this month, according to analysts at BofA Securities.

U.S. Defense: Is Trump’s Golden Dome the ’perfect system’?

Barclays sees 5-10% upside for U.S. defense on stronger European budgets

Investing.com -- Barclays analysts anticipate that "US Defense could see [a] 5-10% benefit from higher European budgets," as Europe is now "targeting higher defense budget growth of approximately 70% to >$800B." 

Iron Dome coming, positive for these stocks - TD Cowen

Investing.com -- TD Cowen analysts view Sen. Dan Sullivan’s proposed missile defense legislation as a long-term catalyst for major U.S. defense contractors, with  Lockheed Martin  (NYSE:LMT),  Northrop Grumman  (NYSE:NOC), RTX, L3Harris, and Boeing (NYSE:BA) among the key beneficiaries.

Palantir to invest in drone start-up Shield AI at $5 bn valuation- The Information

Investing.com-- Palantir Technologies Inc (NASDAQ:PLTR) is in discussions to invest in Shield AI, as the drone startup was set to nearly double its valuation to $5 billion in a new fundraising round, The Information reported on Friday citing sources.

Bernstein upgrades L3Harris to outperform on valuation

Investing.com -- Bernstein upgraded L3Harris Technologies Inc (NYSE:LHX) to "outperform" from "market perform" citing valuation opportunities following a sharp pullback in defence stocks post-election. But the price target was cut to $267 from $289.

L3Harris Technologies, Inc. is an agile global aerospace and defense technology innovator, which engages in the provision of defense and commercial technologies across air, land, sea, space and cyber domains. It operates through the following segments: Integrated Mission Systems; Space and Airborne Systems; Communication Systems; and Aviation Systems. The Integrated Mission Systems segment include intelligence, surveillance, and reconnaissance; advanced electro optical and infrared; and maritime power and navigation. The Space and Airborne Systems segment comprises space payloads, sensors and full-mission solutions; classified intelligence and cyber defense; avionics; and electronic warfare. The Communication Systems segment consists tactical communications; broadband communications; L3's night vision; and public safety. The Aviation Systems segment compose defense aviation products; security, detection and other commercial aviation products; air traffic management; and commercial and military pilot training. The company was founded in 2019 and is headquartered in Melbourne, FL.

L3Harris Technologies Inc

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

Other – Comment Below

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?

How Will the Powell Investigation Impact Markets in 2026?

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