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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 showing slower upper-limb decline in Duchenne muscular dystrophy is driving discussion ahead of the FDA decision on deramiocel. Traders are divided: bulls see the data as supportive of approval, while skeptics point to the open-label design and unresolved statistical concerns; bearish analyst commentary has added pressure and revived CRL concerns.

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 concerns around customer data and cash, triggered a sharp selloff. Traders are divided between viewing the scrutiny as a serious regulatory and customer-retention risk and calling the report inaccurate or an overreaction, with some buying the dip; Webull disputes the findings.

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 Digitals upcoming fiscal Q1 earnings report is the dominant focus, with traders watching for results and guidance on leases, capacity, and execution after a sharp selloff. Bulls are positioning for a rebound, while skeptics argue that high Treasury yields and weak sentiment toward data-center stocks could limit any earnings-driven recovery; the Finland expansion is a secondary source of optimism.

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

SMCIs attempt to break through near-term resistance has fueled hopes for a breakout and short squeeze, alongside unconfirmed speculation about a SpaceX deal or AI-server business. Skeptics point to choppy, low-volume trading and underperformance versus Dell and HPE; no definitive SpaceX catalyst is established.

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

IREN is drawing attention for its prolonged selloff and repeated failure to hold rebounds, often alongside other data-center stocks. Traders cite rising Treasury yields and suspected shorting or ATM-related selling pressure, while dip buyers focus on future AI-cloud deployments and upcoming earnings; those explanations remain debated.

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 substantial debt financing for Nvidia AI chips are driving debate, with bearish traders citing leverage, valuation, and an upcoming share unlock as risks. Bulls argue the borrowing can fund AI expansion without diluting shareholders, while others view the pullback as a pause after a strong run.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is drawing attention as traders follow moves in Micron and the wider memory-chip sector, with AI and data-center demand supporting the bullish case. Skeptics point to falling memory prices, potential oversupply from Chinese producers, and the ETFs lag behind some of its holdings.

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

UUUU is drawing attention for a sharp, persistent selloff and underperformance versus uranium and rare-earth peers, with traders citing macro pressure, the companys capital-intensive rare-earth buildout and heavy short positioning. The bearish reaction is contested by dip buyers who remain focused on its longer-term uranium and mine-to-magnet supply-chain potential.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCos slide to multi-year lows and upcoming earnings have traders focused on weak North American snack and beverage demand, stalled Frito-Lay recovery, and whether price increases can offset pressure from cost-conscious consumers. Bulls point to the lower valuation and dividend as reasons to accumulate, while skeptics see continued business weakness and further downside risk.

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.

Attention centers on Evernorths SPAC merger and Nasdaq debut as an XRP treasury company, with traders touting its large XRP holdings and a possible low-float or short squeeze. Skeptics counter that the stock may be running well ahead of its underlying value and warn that warrant exercises and added share supply could pressure it.

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$BABA 

Next quarter ER is crucial.   Is heavy capex spend on AI turning into real growth and profits

I believe so. 

Over 45 per cent !

Krish

Sulayman Chowdhury

Alex

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Alibaba Group Holding Ltd

 

Next quarter ER is crucial.   Is heavy capex spend on AI turning into real growth and profits

I believe so. 

Over 45 per cent !

Usas Imbraer

@JensenNVDA Odds are against it being something drastically great at this point but it should show signs at least…

 Odds are against it being something drastically great at this point but it should show signs at least…