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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.

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.

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.

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.

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.

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.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently trending amidst significant intraday volatility, sparking community debates on whether the recent dip is a healthy pullback for further upside or a sign of market manipulation. Despite some questioning its "digital gold" narrative as traditional precious metals make new highs, institutional confidence is evident with substantial ETF inflows and new filings from major financial players. The market is also keenly watching for clarity on rumors surrounding a potential large Bitcoin sell-off from seized national reserves.

Aeva Technologies, Inc. develops sensing paradigm for autonomous vehicles and robotics. The firm offers drones, robotics, vehicle technology, and virtual and augmented reality products. The company was founded by Soroush Salehian Dardashti and Mina Rezk in 2017 and is headquartered in Mountain View, CA.

Aeva Technologies Inc

Aeva Technologies is buzzing after unveiling its 4D LiDAR integration as a reference sensor within the NVIDIA DRIVE Hyperion platform at CES. This significant development is fueling intense speculation among investors about a potential short squeeze and substantial long-term growth. The community is actively debating the implications of this NVIDIA collaboration, viewing it as strong validation for AEVA's technology in the autonomous vehicle space.

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.

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JE Cleantech Holdings Ltd. engages in the sale of cleaning systems and other equipment and the provision of centralized dishwashing and ancillary services. The firm designs, develops, manufactures and sells cleaning systems for various industrial end-use applications to customers mainly in Singapore and Malaysia. It is also a centralized dishwashing services provider in Singapore. The company was founded by Hong Bee Yin in November 1999 and is headquartered in Singapore.

JE Cleantech Holdings Ltd

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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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