Markets rotate. Hot sectors like memory chips and semiconductors recently outperformed Bitcoin. @cosmo_jiang explains that this rotation contributed to Bitcoin’s pullback late last year and early this year, driven by momentum investors chasing the hottest pockets. $Bitcoin is performing strongly again, and investors are remembering why digital assets remain one of the most compelling early-stage asset classes with tremendous growth potential, especially from current oversold levels. @CNBCClosingBell

10 trending stocks explained FAST: $ADEA. Patent licensing machine. They own 13,750+ patents across media and semiconductors, just inked multiyear deals with $AMD and $MSFT, and pulled $443M of 2025 revenue at 60% adjusted EBITDA margins. $AEVA. The only public 4D FMCW lidar company. While everyone else builds time-of-flight lidar that just sees distance, Aeva measures velocity per pixel using frequency modulation, which is the technology $AAPL validated through commercial deals. The patent fortress around FMCW is years deep. $BRUN. $940M of contracted customer revenue already on the books and $NVDA Exemplar Cloud status on Blackwell. $FCEL. Carbonate fuel cells, which is the technology that can deliver behind the meter power to AI data centers... without the grid interconnect queue. Tri-gen platform produces power, hydrogen, and water simultaneously. $KEEL. $533M of cash and equivalents, with three North American data center campuses in permitting. Clean balance sheet. $OUST. Their digital lidar architecture is the only one in the public market with real volume shipments into industrial automation, smart infrastructure, and robotics. Every humanoid and autonomous platform needs eyes and they sell the eyes. $PENG. The AI factory builder. Already deployed over 85,000 GPUs for customers like Shell, Sandia, and one of Korea’s largest Blackwell clusters, just got picked by Deepgram to architect their voice AI infrastructure, and has 25 years of HPC experience. $SLNH. Behind the meter renewable power. They own the Briscoe Wind Farm outright for direct power supply to their Dorothy campus, have 4.3 GW of total pipeline announced, and Dorothy 3 is the planned 300+ MW AI compute campus. $SUUN. Vertically integrated solar plus sustainable digital infrastructure developer. $VPG. They make the precision sensors, load cells, and strain gauges that go into every industrial robot and humanoid platform. Constantly updating my positions with indicator suite users!

Cerebras raised $5.55 billion in its US initial public offering, as the AI chipmaker seizes on the surging demand for semiconductors. Shares were priced to open 89% above their listing price. Here's what Cerebras CEO Andrew Feldman had to say about the company's IPO

The #RWA# narrative has reached a turning point: It’s no longer just about tokenizing assets—it’s about restructuring the "plumbing" of global finance. 🏦⛓️ The latest KuCoin Ventures Weekly Report covers: 🔹 How RWA is transforming TradFi back-office infrastructure. 🔹 Why Semiconductors are the backbone of current risk asset liquidity. 💻 🔹 The impact of Fed leadership turnover on market revaluation. Knowledge is your best asset. Read the full analysis: 👇 #KuCoin# #CryptoMarket#

Here are some stats about the Roundhill Memory ETF $DRAM you should know: Inception Date: April 2nd, 2026 Expense Ratio: 0.65% Total Assets: $9.42B Management Style: Active Distribution Frequency: Annual The fund is designed to provide targeted exposure to a basket of global memory chip companies, including producers of DRAM, NAND flash, HBM, and HDD technologies. Top Holdings: 🥇 SK Hynix 28.15% 🥈 Samsung Electronics 19.67% 🥉 Micron Technology $MU 27.16% 4. Kioxia Holdings 5.91% 5. Sandisk $SNDK 5.08% 6. Seagate Technology $STX 4.53% 7. Western Digital $WDC 4.01% 8. Nanya Technology 3.18% 9. Winbond Electronics 1.63% Sector Allocation: Memory Semiconductors: 100% Performance: 2026: +96.5%🟢 (so far)

We've just cross-listed 15 more options income ETPs on the @DeutscheBoerse. Trading in euros as of today. Full list with German tickers below: 3 Diversified ETPs: ◾75/10/15 Multi-Asset Growth ETP (MSTY) ◾ Blockchain Leaders ETP (BCKY) ◾ Eurostoxx 50 Options ETP (ESXY) 5 Commodities ETPs: ◾ Gold Miners+ Yield ETP (GLMY) ◾ Silver Miners+ Yield ETP (SVLY) ◾ Copper Miners+ Yield ETP (CPRY) ◾ WTI Oil+ Yield ETP (WOIY) ◾ Uranium+ Yield ETP (URAI) 7 Single-stock ETPs: ◾ Berkshire Hathaway Options ETP (BRBY) ◾ Micron Options ETP (MUCY) ◾ Netflix Options ETP (NFLY) ◾ Oracle Options ETP (ORAI) ◾ Robinhood Options ETP (HDYI) ◾ Taiwan Semiconductors Options ETP (TSMY) ◾ UnitedHealth Options ETP (UHLI) Follow @IncomeShares for more information.

Risk appetite is skyrocketing: Assets under management (AUM) in US leveraged ETFs are up to a record $177 billion. Since the March bottom, total leveraged ETF AUM has surged +$45 billion. Tech-oriented ETFs account for the majority of total AUM, at ~69% This comes as technology AUM stands at $65 billion, followed by semiconductors at $32 billion, and the Magnificent 7 at $25 billion. Furthermore, leveraged ETF AUM linked to the S&P 500 is $24 billion. To put this into perspective, total leveraged ETF AUM was just ~$30 billion in 2020. Investors are piling into leveraged funds at a record pace.

A compelling conversation from the @CNBC stage at the Davos Tech Talk with Emma Crosby, reflecting on a journey that began after my time at the United Nations and evolved into building global technology companies focused on trust, security, and human-centered innovation. The discussion explores the creation and growth of WISeKey, a pioneer in Digital Identity and cybersecurity infrastructures, and SEALSQ, advancing secure semiconductors and post-quantum technologies. The next chapter now extends into space with WISeSat and the ambition to bring a third company to @Nasdaq in 2026, dedicated to secure and sovereign space communications. From Digital Identity and cybersecurity to AI, robotics, and the quantum transition — including a surprise appearance by WiseRobot — the conversation focused on one essential question: How do we protect humanity in an era defined by intelligence, automation, and technological convergence? This vision is at the heart of TransHumanCode, an initiative advocating for the integration of human wisdom, ethics, and cultural values into emerging technologies, and the HUMAN-AI-T initiative, created to ensure that AI evolves in alignment with human dignity, trust, and responsibility. Innovation is accelerating rapidly. The real challenge is ensuring humanity remains at the center of progress. 🎥 Watch the full conversation here:

Here is every holding Tema Space Innovators ETF $NASA Rocket Lab $RKLB 10.54% SpaceX SPV (private) 10.29% Planet Labs $PL 6.41% Filtronic $FTC 5.80% Intuitive Machines $LUNR 5.79% Firefly Aerospace $FLY 5.05% 5N Plus $VNP 4.15% OHB SE $OHB 4.01% BlackSky Technology $BKSY 3.97% Viasat $VSAT 3.94% AST SpaceMobile $ASTS 3.89% MDA Space $MDA 3.34% Universal Microwave Technology 3.12% York Space Systems $YSS 3.10% Nlight $LASR 2.95% Iridium Communications $IRDM 2.56% Astroscale Holdings 2.38% QPS Holdings 1.92% Voyager Technologies $VOYG 1.77% EchoStar $SATS 1.76% Sky Perfect JSAT 1.70% Vishay Precision Group $VPG 1.47% Lightpath Technologies $LPTH 1.41% KVH Industries $KVHI 1.03% Sphere Corp 0.94% GomSpace $GOMX 0.89% CPS Technologies $CPSH 0.88% Win Semiconductors 0.83% NextNav $NN 0.83% Synspective 0.75% Velo3D $VELO 0.62% Intellian Technologies 0.60% Gilat Satellite Networks $GILT 0.52% Avio $AVIO 0.46% Redwire $RDW 0.44% Scanway $SCW 0.17% Disclosure: @Temaetfs is a WOLF Financial Partner