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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 trending as investors gear up for the company's upcoming earnings report, with the community actively debating the strength of its massive contracted backlog versus broader market volatility and macro concerns. Discussions are heavily focused on the company's ability to convert long-term hyperscaler agreements into sustainable revenue and cash flow, as traders look for any sign of further infrastructure expansion.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is facing intense volatility after the FDA released briefing documents questioning the statistical methodology and efficacy of their Duchenne muscular dystrophy treatment ahead of a crucial upcoming advisory committee meeting. While skeptical reviewers flagged concerns over trial endpoints and data analysis, the community is deeply divided as the company refutes these claims by citing reliance on an obsolete analysis plan and emphasizing consistent clinical results.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is surging following a massive earnings beat and upward guidance revision, fueled by explosive demand for its AI data center infrastructure, particularly for hyperscaler TPU programs. The community is buzzing over the company's ability to maintain high growth rates and margin expansion, with many active traders viewing the stock as a prime beneficiary of long-term AI infrastructure spending despite recent sector volatility.

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 facing intense market volatility as investors weigh the company's long-term potential in AI power infrastructure against recent headwinds, including a patent infringement lawsuit and concerns over stock dilution. The community remains deeply polarized, with some bulls emphasizing the company's role in the Nvidia ecosystem and GaN technology advancements, while skeptical voices focus on the disconnect between the current valuation and financial performance.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. 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 investors debate the potential impacts of aggressive tariff policies and ongoing geopolitical tensions involving Iran. The community remains deeply polarized, with active discussion focusing on the platform's long-term business viability, the broader economic consequences of current administration actions, and high levels of volatility surrounding the stock.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is drawing significant attention as investors react to a $1.57 million NSF grant and the company's recognition as a "Leader" in recent industry assessments. While the community is actively debating the stock's future amid sector-wide volatility, sentiment remains divided between those viewing the pullback as a buying opportunity in a strategic security sector and skeptics concerned about valuation and insider selling.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is facing downward pressure following unconfirmed reports of Chinese state-backed companies achieving mass production of domestic immersion DUV lithography machines. While some investors fear this could eventually erode the company's competitive moat, market analysts and community members largely dismiss the immediate impact, arguing that the technology remains significantly behind ASML's capabilities and that the reported output is too limited to threaten its current global market dominance.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is experiencing significant volatility and downward pressure as investors closely monitor the upcoming lockup expiration in August, which many speculate will trigger a wave of selling and a potential revaluation toward the fund's net asset value (NAV). The community remains deeply divided, with some investors holding long-term bullish views on its private AI and aerospace holdings, while others label it a speculative trap due to its high premium over NAV and the lack of transparency compared to similar investment vehicles.

MapLight Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of novel therapeutics for brain disorders. It develops the ML-007-MA product for treatment of schizophrenia and ADP. Its platforms include Optogenetics, Transcriptnomics, and STARmap. The company was founded by Christopher A. Kroeger, Karl Deisseroth, Robert Malenka, and Karoly Nikolich in November 2018 and is headquartered in Redwood City, CA.

MapLight Therapeutics Inc.

MapLight Therapeutics is seeing significant volatility following mixed topline results from its Phase 2 ZEPHYR trial, which hit its primary endpoint but missed once-daily dosing goals. The community is actively debating whether the sharp sell-off represents an institutional overreaction or a fundamental disappointment, with many investors focused on the company's remaining cash position and potential for a rebound.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

The semiconductor sector is currently experiencing heightened volatility and intense institutional interest as investors navigate high-profile earnings, macroeconomic uncertainty, and speculative AI infrastructure spending. Community sentiment remains polarized, with many market participants viewing the recent pullback as a strategic buying opportunity for long-term AI hardware exposure while others debate whether the sector is reaching a cyclical peak.

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