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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 experiencing heightened volatility due to recent downgrades from Bank of America and Goldman Sachs, which many in the community are interpreting as manipulative tactics by competing institutions. Despite the short-term price pressure, a significant portion of investors remain highly bullish, viewing the dip as a prime buying opportunity ahead of upcoming earnings and potential S&P inclusion, confident in the company's long-term growth trajectory.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending amidst its CES 2026 presence, where CEO Lisa Su unveiled new AI processors and a robust product roadmap, including the MI500 series aimed at significant AI performance gains. Despite an initial sell-off and community chatter about market manipulation, many are actively 'buying the dip,' bullish on AMD's aggressive product roadmap and long-term potential in the burgeoning AI and data center markets, challenging rivals like Nvidia.

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 significant market momentum, primarily fueled by reports of persistent memory shortages and increasing demand for its storage solutions within the rapidly expanding AI infrastructure. This has created a highly polarized community discussion, with some investors celebrating its 'unstoppable' rise as a 'generational shift,' while others caution about an overextended 'bubble' and potential for sharp pullbacks.

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, showcasing the Vera Rubin AI supercomputer and Alpamayo platform for autonomous vehicles. While enthusiasts celebrate these innovations as transformative for AI and robotics, many traders express frustration over the stock's struggle to sustain gains amid perceived market manipulation. The broader context reinforces NVIDIA's expanding role as a foundational technology provider in the evolving AI economy.

Alumis, Inc. is a clinical stage biopharmaceutical company, which engages in identifying, acquiring, and accelerating the development and commercialization of transformative medicines for autoimmune disorders. It focuses on building a pipeline of molecules with the potential to address a broad range of immune-mediated diseases such as monotherapy or combination therapies. The company was founded on January 29, 2021 and is headquartered in San Francisco, CA.

Alumis Inc.

Alumis Inc. (ALMS) is trending following the announcement of positive Phase 3 clinical trial results for its oral TYK2 inhibitor, envudeucitinib, in treating moderate-to-severe plaque psoriasis, demonstrating strong efficacy and high skin clearance rates. This success is fueling community discussions about its potential as a highly competitive oral therapy, positioning the company for a future New Drug Application. While some anticipate continued upward momentum and potential for a short squeeze, others express caution regarding possible stock offerings and the competitive landscape.

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 gaining significant attention following its executed DOE agreement for Project TETRA, which fast-tracks a pilot reactor, alongside an expanded contract with Westinghouse for its advanced nuclear fuel plant. The community is actively debating its potential as a leading Integral Molten Salt Reactor technology crucial for future energy demands, though sentiments are divided between strong long-term optimism and recent frustration over post-SPAC price volatility.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is actively trending following NVIDIA's unveiling of a new autonomous vehicle platform, which significantly intensifies competition in the self-driving sector. This development has sparked extensive community debate regarding Tesla's competitive lead in FSD and its high valuation, especially as reports circulate about softening sales in certain markets.

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 trending following a downgrade by Raymond James, which cited valuation concerns and a Goldman Sachs report noting a slowdown in App Store sales. The community is actively discussing its recent underperformance compared to peers, with many expressing bearish sentiment regarding its high valuation and perceived lack of AI innovation, while others see the pullback as a buying opportunity ahead of its upcoming earnings report.

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 following its announcement of expanded manufacturing capacity and advanced liquid cooling support for NVIDIA's cutting-edge Vera Rubin AI platforms, placing it firmly within the crucial AI infrastructure market. While many bulls view the stock as deeply undervalued with significant growth potential, community discussions also highlight skepticism concerning management's past performance and interpretations of its recently established $2 billion revolving credit facility. This combination fuels a highly active and divided sentiment regarding the company's immediate future.

PMGC Holdings, Inc. is a physician-dispensed skincare company, which engages in the research and development of skincare formulations. It is involved in the production and commercialization of topical skincare products that contain its proprietary stem cell-derived Elevai Exosomes. The company was founded by Hatem Abou-Sayed, Braeden William Lichti, and Jordan R. Plews on June 9, 2020 and is headquartered in Newport Beach, CA.

PMGC Holdings Inc

PMGC Holdings Inc.

PMGC Holdings Inc. (ELAB) is experiencing extreme volatility following a recent reverse stock split that created an exceptionally low float, driving community speculation about a potential short squeeze due to high cost-to-borrow. This comes alongside news of a strategic acquisition in the micro modular reactor sector and advancements in an AI-driven drug discovery program, though many investors express strong skepticism, citing the company's history of dilution and repeated reverse splits.

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Hunt Companies Acquisition Corp. I is a blank check company, which engages in seeking a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded on March 2, 2021 and is headquartered in El Paso, TX.

Hunt Companies Acquisition Corp I - Ordinary Shares - Class A

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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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