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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, intensifying the ongoing M&A battle with Paramount and generating diverse community reactions. Many are debating whether this potential all-cash bid signals management confidence and reduced dilution ahead of upcoming earnings, or if the WBD acquisition itself remains a costly distraction. This strategic move, coupled with an analyst upgrade and impending earnings, is fueling significant discussion and volatility as investors weigh the company's future growth trajectory.

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 trending lower after a major investment bank downgraded the stock and issued a significantly reduced price target, igniting a fierce debate among investors. Bulls view this as blatant manipulation to drive down share prices ahead of anticipated strong earnings, emphasizing the company's critical role in AI infrastructure and robust revenue growth. Bears, however, highlight ongoing concerns about declining profit margins, competitive pressures, and past management issues, suggesting the stock's valuation reflects these underlying risks.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending following its announcement to directly cover rising electricity costs and mitigate environmental impact from its expanding AI data centers, a move also noted by former President Trump. The community is actively debating whether this strategic commitment, alongside competitive dynamics in AI from Google's Gemini, positions the stock for a rebound or signals continued valuation concerns given recent subdued price action.

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.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is seeing increased attention driven by Bitcoin's upward momentum and the anticipation surrounding its significant Helios AI data center. The community is actively discussing its perceived undervaluation as a hybrid crypto and AI infrastructure play, eager for more clarity on regulatory developments and the operational launch of its high-capacity data facility.

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.

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.

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.

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.

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.

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Vantage Drilling International Ltd. engages in offering contract drilling units, related equipment, and work crews primarily on a day rate basis to drill oil and natural gas wells globally for major, national, and independent oil and gas companies. It operates through the Drilling Services and Managed Services segments. The Drilling Services segment includes activities related to owned drill ships. The Managed Services segment is involved in activities related to rigs owned by third parties. The company was founded on February 8, 2024 and is headquartered in Hamilton, Bermuda.

Vantage Drilling International Ltd.

Short-Term Volatility, Then Markets Move On

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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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