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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

SMCI is trending sharply lower after a major investment bank issued a 'Sell' rating, citing concerns over narrowing profit margins despite its leading position in AI server solutions. The community is actively debating whether this is a strategic maneuver by institutions to accumulate shares at a discount ahead of anticipated strong earnings, or if persistent profitability and management concerns are truly impacting the stock's valuation amidst its rapid revenue growth.

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

iShares Silver Trust

iShares Silver Trust ($SLV) is experiencing a parabolic surge, driven by strong community speculation of a short squeeze and a historical repricing of the metal. Reports of the U.S. Mint halting silver sales highlight escalating physical demand, fueling bullish sentiment amidst broader flight-to-safety narratives from geopolitical tensions. While many anticipate further gains, a vocal contingent foresees an imminent correction, deeming the current move a speculative bubble.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barrick Mining Corp. is trending as it explores plans for an Initial Public Offering of its North American gold assets and has resolved longstanding disputes over its Mali gold mines, restoring full operational control. This news, alongside activist investor interest, fuels community discussions about significant price appreciation and the company's strong financial position. Investors are also noting Barrick's copper exposure amidst a broader rally in precious and industrial metals driven by global economic shifts.

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 is actively trending amid significant upward momentum in the broader crypto market, driven by Bitcoin's rally and a flurry of recent analyst upgrades. The community is engaged in intense discussions around the anticipated US Senate's "Clarity Act" and Coinbase's expanding role as an "everything exchange," which many believe could unlock substantial new opportunities beyond traditional trading services.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is generating significant buzz and trading activity ahead of an anticipated investor update, with community speculation pointing to a potentially massive announcement related to its zinc-based grid-scale battery technology, capitalizing on strong demand from the AI energy sector and the urgent need for grid stability. Investors are actively debating the stock's valuation and the potential for a short squeeze, while many remain optimistic about EOSE's long-term prospects as a domestic, non-lithium alternative within the rapidly expanding energy storage market.

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 generating significant buzz following the recent publication of strong Phase 2 obesity data for its VK2735 compound and the completion of a key maintenance study. The community is actively discussing the potential for a major partnership or acquisition, especially after a prominent pharmaceutical CEO signaled readiness for "very big" deals in the metabolic health sector. Investors are also keenly monitoring for updates on the company's oral program advancement, recognizing its robust pipeline in a highly competitive market.

Sprott Funds Trust. - Sprott Silver Miners & Physical Silver ETF

SilverSPAC Inc - Ordinary Shares - Class A

SLVR is trending as silver prices reach record highs, largely driven by strong physical demand, evidenced by reports of the U.S. Mint halting silver sales. The community views this as a significant signal of robust demand and a flight to safe-haven assets, fueled by geopolitical signals and increasing industrial demand from sectors like AI.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is trending due to its pivotal role in next-generation AI infrastructure, specifically through its Wafer-Level Optics (WLO) in Silicon Photonics and Co-Packaged Optics (CPO) for platforms like NVIDIA's Rubin. While the community recognizes Himax's long-term growth potential in AI data centers, automotive displays, and smart glasses, there is ongoing discussion about management's conservative revenue guidance and perceived market dynamics impacting near-term share performance.

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the Square and Cash App segments. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. It also includes Cash App Card, which is linked to customer stored balances that customers can use to pay for purchases or withdraw funds from an ATM. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Block Inc

Block Inc. is trending after recent Investor Day announcements, including ambitious long-term profit growth targets through 2028 and a significant increase to its share repurchase program. This forward-looking outlook, coupled with strength in its Cash App and Afterpay ecosystems, is fueling renewed analyst upgrades and discussions about the stock's potential upside. However, community sentiment remains mixed, with some investors debating past volatility and the company's leadership.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is a hot topic following a wave of analyst downgrades, intensifying the debate around AI's potential to disrupt its core creative software business and increased competition from new entrants. While many investors view the current valuation as a compelling buying opportunity for a cash-generating company, a significant portion of the community expresses concern about its future growth and leadership, highlighting broader anxieties within the software sector.

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OPT-Sciences Corp. engages in the manufacturing of precision optical components for the Aerospace Industry. Its product includes Anti-glare Optical Coatings and Panels for LCDs, LCD Glass Heaters, and EMI Shielded Glass. The company was founded in 1950 and is headquartered in Cinnaminson, NJ.

Opt-Sciences Corp.

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

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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?

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