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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 experiencing significant buzz following MSCI's decision not to exclude digital asset treasury companies from its indexes, dispelling a major bearish concern. This news is fueling anticipation of a substantial rally and short squeezes among bulls who believe the stock was undervalued, though some skeptics remain focused on potential dilution and Bitcoin's volatile price action.

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 a major talking point as geopolitical focus intensifies on Greenland's strategic rare earth deposits, highlighted by U.S. administration comments. The community widely discusses the potential for government investment or partnership, viewing CRML's Tanbreez project as vital for Western supply chain independence from key mineral producing nations and speculating on substantial gains.

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 is trending as the community eagerly anticipates the completion of its Northern Data acquisition, poised to significantly expand its AI and cloud capabilities. This move, coupled with substantial investment and service commitments from Tether, fuels widespread discussion about a potential short squeeze due to high short interest, alongside excitement for the imminent Rumble Wallet launch and the return of key content creators.

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 after experiencing a sharp price drop, which many in the community attribute to competitive downgrades from Bank of America and Goldman Sachs following a recent equity offering. Investors are actively debating whether this is market manipulation by legacy institutions to acquire shares at a lower price, especially ahead of highly anticipated earnings and potential S&P 500 inclusion. Despite the decline, many view the dip as a strategic buying opportunity, confident in SoFi's long-term prospects as a fintech disruptor.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as market participants digest a major competitor's oral GLP-1 launch and its potential impact on pricing and competition. Community sentiment is sharply divided, with advocates highlighting VK2735's strong clinical profile and anticipating upcoming catalysts like the J.P. Morgan conference and FDA feedback on its oral program, while critics point to management's "go it alone" stance and recent insider share sales as causes for concern. This intense debate plays out against the backdrop of an expanding yet highly competitive obesity treatment landscape.

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 immense investor interest, driven by the surging demand for memory and storage within the AI supercycle and reports of deepening industry shortages. The community is sharply divided, with bulls pointing to its market-leading momentum and short squeeze potential, while skeptics question the sustainability of its rapid ascent. This intense discussion reflects broader sector strength in AI infrastructure.

Momentus, Inc. engages in the provision of in-space infrastructure services. It offers space transportation and in-orbit servicing. The company was founded by Mikhail Kokorich in 2017 and is headquartered in Santa Jose, CA.

Momentus Inc - Ordinary Shares - Class A

Momentus (MNTS) is experiencing a surge following news of its innovative 3D-printed fuel tank, slated for flight testing on an upcoming SpaceX mission, igniting strong community interest in the aerospace sector. Investors are actively discussing its low float and high short interest, with many anticipating significant growth and comparing it to a "mini SpaceX" within the expanding space and defense industry.

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 trending due to its recently executed agreement with the U.S. Department of Energy (DOE) for Project TETRA, a pilot reactor initiative to advance its Integral Molten Salt Reactor technology. The community views this as a significant validation, sparking comparisons to OKLO and intense discussion about IMSR's potential as a long-term player in meeting future energy demands, especially for AI infrastructure, amidst debates on its valuation and recent market performance.

Ventyx Biosciences, Inc. engages in developing novel small molecule therapeutics for the treatment of autoimmune diseases. Its clinical stage pipeline includes VTX958, a Phase 1 allosteric TYK2 inhibitor for the treatment of a broad range of autoimmune diseases, VTX002, a Phase 2-ready S1P1 receptor modulator for the treatment of ulcerative colitis, and VTX2735, a Phase 1-ready peripheral inhibitor of the NLRP3 inflammasome, which is a mediator of multiple inflammatory conditions. The company was founded by Raju S. Mohan on November 21, 2018 and is headquartered in San Diego, CA.

Ventyx Biosciences Inc

Ventyx Biosciences is trending significantly following reports that Eli Lilly is nearing a deal to acquire the company for over $1 billion. This potential buyout has ignited widespread community discussion about the strategic value of Ventyx's oral inflammatory-disease drugs, especially its NLRP3 inhibitors, and their synergistic potential with major pharmaceutical pipelines. Many are actively speculating on the final acquisition price and the potential for a substantial short squeeze.

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. is trending sharply after announcing overwhelmingly positive Phase 3 clinical trial results for its psoriasis drug, envudeucitinib, showcasing high efficacy and a favorable safety profile. The community is largely bullish, highlighting significant upside potential and revised analyst price targets due to the drug's 'best in class' data. However, there's also active discussion and speculation among traders regarding a proposed public offering and its potential short-term impact on the stock's trajectory.

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Noteworthy ETF Inflows: IWD, PG, CVX, PM

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 1000 Value ETF (Symbol: IWD) where we have detected...

IWD ETF Factor Report

Below is Validea's ETF fundamental report for iShares Russell 1000 Value ETF (IWD). The report looks at IWD's exposure to the major investing factors including value, quality, momentum and low...

ETFs to Keep Your Portfolio on Track in the Long Term

Despite November's volatility, optimism is returning to Wall Street. Discover how long-term strategies combined with ETFs can help investors build resilient portfolios ready to capture the next phase of the bull market.

Stay Ahead of Market Turmoil With These ETFs

With stocks sliding, volatility spiking and bubble concerns mounting, investors need a defensive game plan. These ETFs can help you navigate the turbulence.

IWD, WMT, CRM, MS: Large Inflows Detected at ETF

Notable ETF Inflow Detected - IWD, VZ, BLK, SPGI

Don't Forget Defensive ETFs Even as Market Optimism Builds

As market optimism builds, investors may want to fortify portfolios with defensive ETFs like VTV, XLP and QUAL to weather potential volatility.

A $38 Trillion Problem: ETFs to Play Rising Debt Pressure

With U.S. debt hitting a record $38 trillion amid a prolonged shutdown, investors should turn to defensive ETF strategies for stability.

Feeling Tech-Heavy? Diversify With These ETFs Amid AI Bubble Concerns

Wall Street warns of an AI equity bubble as mega-cap tech surges, prompting investors to diversify into ETFs for balanced growth.

Verizon Communications Inc.(VZ) announced on Wednesday that it has reached a definitive deal to acquire fixed wireless provider Starry, in a move to expand high-speed broadband access across urban markets.By acquiring Starry, Verizon intends to boost its fixed wireless access (FWA) capabilities by using Starry’s millimeter wave technology and established customer base.&nbsp;Starry’s network currently reaches close to 100,000 customers living in multi-dwelling units (MDUs) across five major cities – Boston, New York City, Los Angeles, Denver, and Washington, D.C. These markets represent key urban zones where Verizon can extend its broadband services with minimal infrastructure expansion due to Starry’s existing deployments.<a href="https://stocktwits.com/symbol/VZ">Verizon Communications stock</a> inched 0.5% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘bullish’ from ‘extremely bullish’ the previous day amid ‘extremely high’ message volume levels.&nbsp;Verizon&nbsp;said its MDU strategy will help&nbsp;the company grow its fixed wireless customer base to between 8 and 9 million by 2028, while also making the service available to 90 million homes during that time.&nbsp;“This architecture is less expensive to build, quicker to deploy, and uniquely addresses the complexities of urban settings where we can leverage our existing fiber and mmWave assets,” said EVP and President, Global Networks and Technology, Verizon, Joe Russo.In order to expand its reach further, Verizon has also entered into an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ast-spacemobile-partners-with-verizon-to-bring-satellite-to-phone-service-by-2026/ch6EK9dR3iO">agreement with&nbsp;AST SpaceMobile</a> (ASTS) to offer direct-to-device cellular service to its customers beginning in 2026.The facility will make use of Verizon’s dedicated 850 MHz spectrum, and AST SpaceMobile’s satellites orbiting Earth to ensure uninterrupted mobile access in traditionally hard-to-serve locations.Verizon Communications’ stock has gained over 3% in 2025 and shed over 6% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/critical-metals-stock-soars-after-rare-earth-supply-agreement-with-realloys/ch6ES6CR3i0">Critical Metals Stock Soars After Rare Earth Supply Deal With REalloys</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Verizon retail store in Burlington, Vermont | Source: Wikimedia Commons

Verizon Eyes Urban Growth With Starry Wireless Acquisition

By acquiring Starry, Verizon intends to boost its fixed wireless access capabilities by using Starry’s millimeter wave technology and established customer base. 

Equity

By acquiring Starry, Verizon intends to boost its fixed wireless access capabilities by using Starry’s millimeter wave technology and established customer base. 


BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Value ETF

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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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