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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

Capricors 24-month HOPE-3 open-label extension data for deramiocel, including a reported slowing of upper-limb decline among patients who switched from placebo, has renewed attention on the Duchenne muscular dystrophy treatment. Traders are split on whether the data and added analyses address the FDAs concerns about the original trials statistics, with debate over approval versus a possible complete response letter ahead of the pending FDA decision.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A bipartisan House panels report alleging structural ties between Webull and China, including potential risks around U.S. customer data and cash, drove a sharp selloff; Webull disputes the reports conclusions. Traders are split between fears of regulatory fallout and customer withdrawals and views that the report is an overreaction, with dip-buying and short-term trading adding to volatility.

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

The upcoming fiscal Q1 earnings report is the main focus, with traders watching for updates on leases, data-center capacity, financing, and the path to profitability; the Finland power-access expansion has added to expectations for the call. Sentiment is sharply divided between hopes for a rebound on strong results or guidance and concern that high bond yields, weak data-center stock performance, and recent selling could overshadow a beat.

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

Traders are focused on SMCI pressing toward the $45 resistance level, with many speculating that heavy short interest could fuel a squeeze. Bullish chatter also leans on unconfirmed SpaceX contract or buyout rumors, while skeptics dispute those claims and point to the stocks choppy performance relative to Dell and HPE.

Roundhill ETF Trust - Roundhill Memory ETF

The conversation centers on the volatile AI-driven memory trade, with Microns strong results and outlook reinforcing the bullish case for sustained demand and tight supply. Traders remain divided: bears cite falling memory prices, Chinese competition, DeepSeeks more memory-efficient designs and cyclical oversupply risks, while some holders also complain that DRAM is lagging its component stocks.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Reports that SpaceX is seeking a large debt package to buy Nvidia chips for its AI buildout dominate discussion. Bears cite leverage, capital spending and an insider share unlock as risks, while bulls argue the investment supports growth and avoids equity dilution; traders are also split over whether the recent pullback will deepen or be bought.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs persistent selloff and weak performance versus the broader market and some AI-infrastructure peers dominate the discussion. Traders disagree over whether selling reflects short pressure, higher yields and dilution concerns, or execution risks; dip buyers point to IRENs AI-cloud buildout and upcoming capacity deliveries as reasons for optimism.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels is drawing attention for a steep, persistent selloff and unusually weak performance versus uranium and rare-earth peers, with traders citing macro uncertainty, anticipated rate increases, China-U.S. trade risks and the companys costly mine-to-magnet expansion. Bearish posts call the decline evidence of deeper weakness, while some investors view the stock as oversold and remain bullish on its uranium and domestic rare-earth supply-chain prospects.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav shares are drawing attention amid continued uncertainty over the FCCs proposed rulemaking on its 900 MHz spectrum, which remains tied up in OIRA review and has not produced a definitive action. Some traders are frustrated by delays and selling, while bulls view the spectrum proposal as a potentially valuable GPS-backup opportunity and see the pullback as a buying opportunity.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

A sharp rebound in XRPN is drawing attention, with traders attributing the move to low-float and short-squeeze dynamics around Evernorths SPAC combination and XRP treasury. Bulls see room for further momentum, while bears point to the stocks steep prior swings and potential warrant-related dilution and arbitrage pressure.

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$LRCX $LSCC $AMAT all three took a beating but still well above entry.

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Lam Research Corp.

Lattice Semiconductor Corp.

Applied Materials Inc.

 all three took a beating but still well above entry.