Memory stocks like Micron (MU), Western Digital (WDC), and SanDisk (SNDK) once again defied odds and saw gains in a tech sector that largely sold off. One sector with staggering losses: real estate following a weaker-than-expected existing home sales print. Marley Kayden and Sam Vadas turn to their top takeaways of Thursday's session.

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Kevin Davitt believes the Nasdaq-100 is changing beneath traders’ noses. He makes the argument through the lens of Walmart (WMT). Kevin also walks through new offerings from the Nasdaq, with options expirations on Monday and Wednesday. He discusses the products that they can offer these options for, and the interest they’ve seen so far.

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Luke Sarsfield, CEO of Ridgepost Capital (RPC), discusses their latest quarter and the company’s name change from P10. They beat earnings estimates on the top and bottom line in 4Q, marking a record quarter. He describes their investment philosophy focusing on small and medium businesses, and how RPC makes its money.

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Gabriel Shahin talks about TSMC's (TSM) global success and importance in the AI trade. He points to the chipmaker as the leading company behind international tech growth, highlighting metrics behind his firm's bull case. Gabriel explains how TSMC and other Asian tech giants support the AI trade in what he considers a still-attractive global market.

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Henry Schwartz takes investors through the options front as stocks, ETFs, and indices alike all experience "record" activity. He looks at what he calls the "Mag 10" suite of stocks seeing the most trades, from Tesla (TSLA) and Nvidia (NVDA), to Netflix (NFLX) and Palantir (PLTR). Henry adds to his explanation by examining how popular crypto-based assets like the iShares Bitcoin Trust ETF (IBIT) saw surge amid Bitcoin's staggering price windfall.

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Ahead of Alibaba's (BABA) earnings next week, Henry Greene with KraneShares and Futurum's Olivier Blanchard break down their expectations for the Chinese tech firm. Olivier notes Alibaba's strong positioning in China's AI evolution, though he believes it could take several quarters before generating significant growth. Henry has a similar outlook while also directing investors' attention to the upcoming Chinese holiday serving as a short-term headwind.

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Tim Burklow is an “eternal optimist” but notes almost 280% appreciation in the S&P 500 over the last six years. He breaks down the catalysts for the run up, including stimulus packages from the government and record low interest rates. “It’s usually at these moments that we start to see the possibility of a reset,” he argues. His major concern would be a “triggering event” that no one expects.

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Michael Baron highlights ETFs to watch from his firm, Baron Capital and why they’ve turned to active ETFs. Baron likes to hold for the long-term and invests in public and private companies. He argues that their ETFs are “truly differentiated” and explains what makes them stand out in the market. He touts Baron Capital’s investment record as a selling point. He comments on AI investing and likes Tesla (TSLA).

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Jim Ferraioli and Jenny Horne examine the 2026 pullback in Bitcoin. Jim points to a confluence of factors weighing on Bitcoin performance including the market pricing in a government shutdown, the Kevin Warsh pick as the next Fed Chair and several big tech earnings misses. Jim explains the historical correlations between Bitcoin and tech, but says 2026 could be the year that Bitcoin separates itself from the group. Jenny and Jim also look at Strategy (MSTR) after announcing another Bitcoin buy.

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Likefolio’s Landon Swan looks at Roku (ROKU), which has recently been under pressure. He notes a downtrend in ad sellers in general. Landon thinks Roku is prioritizing profit, moving away from content generation. “Any kind of slower than expected growth is really being punished,” he notes, but thinks Roku is doing well overall, noting their market share in TV viewership, and sees an opportunity for more aggressive investors.

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