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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

Advanced Micro Devices (AMD) is trending amid a strong bull breakout and positive market sentiment, with many anticipating new all-time highs as the stock reclaims key resistance levels. Community discussions emphasize AMD's strategic position in the booming AI and data center sectors, notably its competition with NVIDIA and Intel, further amplified by recent analyst upgrades citing CPU shortages favoring AMD.

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 a massive rally, fueled by a significant, immediate price hike across memory semiconductors by a major producer due to AI-driven demand and production constraints, with other key players expected to follow. The community is captivated by its "unstoppable," "pure momentum" run, drawing comparisons to other explosive stocks, while critics warn of a "parabolic bubble" detached from fundamental valuation.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending after a significant arbitration win against Repsol, affirming its operational practices and sparking optimism among investors. This legal victory, combined with rallying European natural gas prices and strong spot sales from its Plaquemines facility operating above capacity, is fueling community discussions of a potential short squeeze given the stock's notable short interest. Investors are anticipating substantial growth amidst robust global LNG demand and positive resolution for remaining legal challenges.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending significantly as U.S. policy accelerates, with NOAA finalizing rules to streamline deep-sea mining permits and an upcoming Congressional hearing featuring TMC's CEO. This regulatory clarity, driven by the recognition of deep-sea minerals as a national security priority, is fueling strong bullish sentiment. The community is actively discussing the potential for a substantial short squeeze, emphasizing both immediate opportunity and the long-term strategic value of these critical resources.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR Protocol is trending amidst news of Grayscale's S-1 filing for a Near Trust and its collaboration with NVIDIA's Inception Program to advance verifiable AI. The community is actively discussing NEAR's robust chain abstraction and "Intents" technology, which are seen as critical for seamless cross-chain transactions and powering AI agents across various blockchain ecosystems, with many viewing the asset as currently undervalued.

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 a top trending stock following mixed reactions to its recent earnings report, where strong membership growth and ad revenue beat expectations but were tempered by softer guidance and ongoing discussions around the potential Warner Bros. Discovery acquisition. The community is sharply divided, with many viewing the current pullback as a prime 'buy the dip' opportunity and anticipating a short squeeze, while others remain cautious about deal-related debt and slowing growth, fueling intense debate over its immediate direction.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is currently trending due to an unprecedented and accelerating memory chip shortage, particularly for AI-driven High Bandwidth Memory (HBM), with reports of other major manufacturers significantly raising prices. The community is overwhelmingly bullish, asserting that AI demand has fundamentally changed the memory market from cyclical to a sustained super-cycle, positioning Micron as a crucial player. This sentiment, alongside recent analyst upgrades, fuels discussions about its strong growth trajectory within the expanding AI and data center sectors.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Chatham, NJ.

Tonix Pharmaceuticals Holding Corp

Tonix Pharmaceuticals is drawing significant attention following a notable investment from Point72 Asset Management, which has spurred bullish sentiment and renewed discussions among investors. The community is actively debating the market potential of its recently launched fibromyalgia treatment, Tonmya, citing positive patient testimonials and upcoming sales trajectory data, alongside anticipation for its Lyme disease prevention pipeline. This optimism is balanced by historical concerns around dilution, making it a highly contested topic in the biotech sector.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is experiencing intense market conversation ahead of its earnings report, fueled by recent analyst upgrades and growing excitement around its foundry business and government partnerships. Community discussion highlights the potential for substantial gains and a short squeeze, though some express caution about a "sell the news" event after the stock's considerable ascent. This momentum reflects Intel's ongoing efforts to solidify its position in the critical semiconductor and AI industries.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is actively trending following news of achieving record total contract value exceeding $1.1 billion and expanding collaborations in genomic testing, reflecting strong demand for its AI-driven precision oncology solutions. While many anticipate significant upside in the burgeoning AI healthcare sector, others remain cautious about its valuation and historical volatility in holding gains.

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Lennox International, Inc. engages in the design, manufacture, and marketing of products for heating, ventilation, air conditioning, and refrigeration. It operates through the following segments: Home Comfort Solutions, Building Climate Solutions, and Corporate and Other. The Home Comfort Solutions segment is involved in furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, replacement parts, and supplies. The Building Climate Solutions segment consists of unitary heating and air conditioning equipment, applied systems, controls, installation and service of commercial heating and cooling equipment, variable refrigerant flow commercial products, curb, curb adapters, drop box diffusers, HVAC recycling and salvage service, condensing units, unit coolers, fluid coolers, air cooled condensers, air handlers, process chillers, controls, and compressor racks. The Corporate and Other segment refers to the unitary heating and air conditioning equipment, chillers, air handlers, fan coils, fluid coolers, and compressor racks. The company was founded by Dave Lennox in 1895 and is headquartered in Richardson, TX.

Lennox International Inc

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The S&P 500 enters 2026 after a strong run. What kind of return do you expect this year?

How will the S&amp;P 500 perform in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$4.77	--	--	N/A
Q3 '25	$6.83	$6.98	2.26%	BEAT
Q2 '25	$6.86	$7.82	13.95%	BEAT
Q1 '25	$3.28	$3.37	2.84%	BEAT
Q4 '24	$4.26	$5.60	31.49%	BEAT

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