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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is generating significant buzz following its recent financial update, which highlighted substantial revenue growth, its first adjusted net income, and a major new hyperscaler lease agreement. The community is largely optimistic, anticipating a strong upward move and discussing a potential short squeeze as the company solidifies its position in the burgeoning AI infrastructure sector.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is experiencing intense trading activity driven by news regarding its blockchain-based Plastic Cycle Token traceability system, which is sparking significant community discussion. Traders are focusing on the stock's exceptionally low share float and high cost to borrow, fueling widespread speculation about a potential short squeeze and significant price expansion.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is a top trending stock, largely fueled by new analyst coverage from Truist Securities initiating a Buy rating and increased optimism surrounding its integral role in the defense sector and its partnership with Nvidia. While bullish investors foresee continued growth through expanding government and commercial AI adoption, a vocal segment of the community remains concerned about its elevated valuation and the long-term sustainability of its current trajectory.

Omeros Corp. operates as a biopharmaceutical company. The firm engages in the discovery, development, and commercializing of both small-molecule and protein therapeutics for large market. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros is trending as the community reacts to details from a recent conference call, particularly the disclosed pricing for its newly approved YARTEMLEA, the first-in-class treatment for TA-TMA. Investors are expressing strong optimism, anticipating substantial revenue and market share, citing the drug's broad label and significant market potential both domestically and internationally. This "monopoly" status, combined with favorable pricing, is fueling positive sentiment and expectations for significant growth.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is seeing intense discussion and price action following a political proposal to ban large institutional investors from home buying. While initially sparking a sell-off, many in the community argue this news is fundamentally bullish, believing Opendoor, as an iBuyer focused on individual homeownership, will benefit from reduced competition and increased transaction opportunities. This has led to strong retail conviction to buy the dip, anticipating a market re-evaluation and potential short squeeze.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as discussions intensely focus on recent controversial events, including a high-profile incident involving federal agents and statements regarding national housing policy. The community remains sharply divided, with supporters applauding assertive actions and strong leadership, while critics express significant concerns over rhetoric and its potential implications.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is actively discussed as JPMorgan reportedly takes over its credit card portfolio from Goldman Sachs. This news coincides with widespread investor frustration over the stock's recent underperformance and perceived lack of AI-driven catalysts, despite some viewing the dip as a significant buying opportunity. The ongoing debate centers on Apple's innovation trajectory amidst a booming tech sector.

Immuneering Corp. operates as a clinical-stage oncology company, which engages in developing medicines for cancer patients. Its pipeline of drug candidates focuses on treating aspects of disease that have eluded conventional approaches, including cancer cachexia and metastasis. The company was founded by Robert J. Carpenter and Benjamin J. Zeskind in 2008 and is headquartered in Cambridge, MA.

Immuneering Corp - Ordinary Shares Class A

Immuneering Corp

Immuneering (IMRX) is a major talking point after releasing its 12-month overall survival data for atebimetinib in first-line pancreatic cancer, reporting a 64% OS rate. Despite the positive clinical results being described by some as exceptional for this difficult indication, the stock experienced a sharp downturn, leading to intense community debate. Many investors are now evaluating if this price action presents an opportunity to acquire shares in an undervalued company, citing significant institutional interest and the drug's potential.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is trending due to recent market volatility sparked by political rhetoric concerning potential restrictions on defense contractor dividends and share buybacks, generating widespread community debate over policy intervention. Despite this, investors are also weighing the impact of ongoing strong operational performance, including significant production increases for advanced missile systems and strategic technological partnerships, which underscore the company's long-term defense sector role.

Treasure Global, Inc. engages in the provision of payment solutions. The firm created an online-to-offline (O2O) e-commerce platform business model offering consumers and merchants instant rebates and affiliate cashback programs. It operates through the ZCITY Platform and Customized Software Development Service segments. The company was founded by Kok Pin Tan on March 20, 2020 and is headquartered in New York, NY.

Treasure Global Inc

Treasure Global (TGL) is experiencing a surge in trading activity and price movement following news of concluding its equity line facility, which has reduced concerns about future dilution. The community is buzzing with short squeeze speculation, driven by the stock's extremely low float and high cost-to-borrow, drawing comparisons to other recent high-momentum low-float plays.

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Exchange Traded Concepts Trust - ETC 6 Meridian Quality Growth 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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