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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, sparking fervent community debate over the deal's implications. While many bulls anticipate a significant price surge, especially ahead of upcoming earnings, others express caution about the ongoing acquisition drama and potential market manipulation.

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 a major discussion point after a significant investment bank issued a "Sell" rating and revised its price target, fueling speculation of market manipulation to acquire shares at a lower price. The community is actively debating whether declining profit margins, despite its crucial role in the AI server market and strong revenue outlook, justify the valuation pressure, or if underlying management issues and past controversies are contributing factors. Many retail investors are viewing this downturn as a buying opportunity, anticipating a rebound heading into upcoming earnings.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase Global is trending amid a broad crypto market surge, propelled by significant short liquidations that have lifted major digital assets and fueled renewed investor optimism. The community is actively debating COIN's performance in relation to these crypto movements, with many anticipating its future potential as regulatory clarity progresses through legislative efforts. Recent analyst upgrades and strategic expansion into new financial products and global markets are also key discussion points.

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 is trending following the release of preliminary revenue figures showcasing substantial year-over-year growth in its defense sector and ahead of its presentation at the Needham Growth Conference. The community is actively discussing the company's strong performance and the broader context of increased defense spending, anticipating further contract announcements and a potential short squeeze.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is seeing intense discussion and price action, propelled by a strong narrative around industrial demand for advanced technologies, its role as an inflation hedge, and geopolitical uncertainties. The community is split, with many bulls celebrating substantial gains and forecasting continued upward momentum, while bears contend that the current ascent is an overextended "pump and dump" setting up for a "rug pull" and potential forced liquidations. This dynamic reflects an ongoing debate about silver's fundamental value and market manipulation amidst perceived supply constraints.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending after releasing preliminary strong 2025 revenue and robust 2026 global revenue guidance for Briumvi, further solidifying its market position, especially following a competitor's recent regulatory setback. The community is actively discussing the stock's perceived undervaluation given Briumvi's strong commercial execution and competitive advantages, alongside ongoing conversations about market manipulation and management's strategy for future growth.

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 heightened investor anticipation around the J.P. Morgan Healthcare Conference, where the community is keenly awaiting potential new partnership announcements for its versatile Matrix-M adjuvant in areas like oncology and infectious disease. This interest is further fueled by a recent positive analyst rating and significant short interest, sparking widespread speculation of a potential short squeeze amidst ongoing discussions about management execution and activist investor pressure.

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.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trending amid a high-stakes acquisition battle, as Netflix reportedly considers revising its offer to all-cash, directly challenging Paramount/Skydance's persistent bid and legal actions. The market is actively discussing which proposal provides superior value and certainty for WBD shareholders, especially considering potential regulatory scrutiny and the future of Discovery Global assets.

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.

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Opus Genetics, Inc. engages in the research and development of ophthalmic biopharmaceutical products. It focuses on developing and commercializing therapies for the treatment of several eye disorders. The company was founded by Mina Patel Soouch and Alan R. Meyer in February 2018 and is headquartered in Durham, NC.

Opus Genetics 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?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	-$0.11	--	--	N/A
Q3 '25	-$0.13	-$0.25	-92.31%	MISSED
Q2 '25	-$0.20	-$0.12	41.46%	BEAT
Q1 '25	-$0.25	-$0.24	4.00%	BEAT
Q4 '24	-$0.25	-$1.27	-418.37%	MISSED

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