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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 trending after MSCI decided not to exclude digital asset treasury companies from its indexes, removing a significant overhang for the stock. The community is buzzing with anticipation of a short squeeze and a substantial rally, expecting prices to break resistance levels previously suppressed by this FUD, though some investors remain cautious about ongoing dilution and direct Bitcoin ownership.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending amid heightened speculation surrounding potential US interest in Greenland's rare earth mineral resources, where CRML holds the globally significant Tanbreez project. The community is actively discussing the strategic importance of securing these critical heavy rare earth elements for Western supply chains, driving strong anticipation for potential government involvement or partnerships.

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 actively trending amid community discussions regarding recent analyst downgrades from major financial institutions, which also underwrote its latest share offering. Many investors view these downgrades as blatant market manipulation by competitors aiming to acquire shares at lower prices, while others are seizing the opportunity to 'buy the dip' in anticipation of strong upcoming earnings and potential S&P 500 inclusion.

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 surging amid intense market speculation around AI-driven data demand, with community discussion highlighting NVIDIA's CEO comments on memory bottlenecks and tight supply across the storage sector. This parabolic move is fueling both extreme bullish excitement, drawing comparisons to other high-flyers, and significant skepticism from those anticipating a sharp correction for what they deem an overextended rally.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is trending with notable recent gains and a significant volume spike, sparking lively community discussion around its technical breakout and potential for an 'altcoin season' surge. Investors are anticipating substantial developments in 2026, including its Layer-2 mainnet and strategic pushes into decentralized AI and data monetization, aligning with Japan's growing digital focus, though some remain cautious of its past performance.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as the community anticipates the full release of its Rumble Wallet and the imminent completion of the Northern Data acquisition, which positions it as a significant cloud provider for AI infrastructure. This growth is heavily backed by Tether's substantial investments and strategic commitments, fueling widespread discussions about high short interest and the potential for a significant squeeze.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

$DOG is trending with strong community conviction as a prominent Bitcoin-native meme coin leveraging the Runes protocol. Its dedicated 'DOG Army' emphasizes the asset's fair launch, decentralization, and inherited security from Bitcoin, positioning it as a long-term play against other meme coins. The community actively discusses its potential to onboard new users to Bitcoin and sees institutional accumulation as a key driver.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is trending as escalating US-China tensions over critical rare earth minerals drive a national push for supply chain independence, positioning USAR as a key domestic player. The community is actively discussing USAR's Stillwater facility nearing production and its inclusion in major Russell indexes, sparking strong bullish sentiment and anticipation of significant upward movement.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending due to its critical role in next-generation AI data centers, with its advanced GaN and SiC power solutions aligning with industry leaders like NVIDIA's 800V AI factory architecture. The community is intensely discussing the stock's substantial short interest, fueling anticipation of a significant short squeeze while also watching for strategic partnerships and technical breakout signals.

Terrestrial Energy, Inc. is an advanced nuclear technology company focused on next-generation nuclear energy systems. The company is developing the Integral Molten Salt Reactor (IMSR), an innovative type of Generation IV molten salt reactor designed to produce reliable, low-carbon heat and electricity at competitive costs. The company is headquartered in Charlotte, NC.

Terrestrial Energy Inc.

Terrestrial Energy (IMSR) is trending following its recent agreement with the U.S. Department of Energy for Project TETRA, a significant step in advancing its Integral Molten Salt Reactor (IMSR) technology under the Advanced Reactor Pilot Program. The community sees this as a crucial catalyst for the innovative nuclear energy play, with many drawing comparisons to other sector leaders and highlighting its long-term potential to address growing energy demands, particularly from AI, with its efficient and readily fueled design.

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Tio Tech A operates as a blank check company. It is a special purpose acquisition company which was incorporated for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 8, 2021 and is headquartered in Berlin, Germany.

Tio Tech A - Ordinary Shares - Class A

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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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