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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the recent marketing authorization for ANKTIVA in the UAE for both bladder and lung cancer indications, fueling community speculation about a broader global expansion strategy. While investors are actively debating the timing of potential partnership news and upcoming Q2 earnings, the stock remains a focal point for discussion regarding its high short interest and the ongoing narrative of bypassing domestic regulatory hurdles.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft shares are rallying following a strong fiscal fourth-quarter earnings report that beat expectations, primarily driven by robust Azure cloud revenue growth and aggressive enterprise adoption of AI productivity tools. The community is actively debating the company's capital expenditure strategy and its role as a potential catalyst for a broader market recovery, with many users focused on whether the strong performance will trigger a sustained short squeeze.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending due to a sharp sell-off following a strong earnings report, with investors expressing frustration over the stock's negative price action despite the company beating expectations and raising guidance. The community remains deeply polarized, with many retail investors viewing the dip as a long-term buying opportunity while critics point to ongoing dilution concerns, institutional selling, and the impact of macroeconomic pressures on the financial sector.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood investors are closely monitoring an upcoming earnings report, with sentiment split between optimism over its expanding product ecosystemincluding new credit card and prediction market offeringsand frustration regarding recent price volatility and algorithmic sell-offs. The community remains heavily focused on whether the company's diversified revenue streams can sustain growth and overcome macro headwinds heading into the next quarterly update.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing significant selling pressure as investors react to a bottom-line earnings miss and concerns over ballooning capital expenditures driven by aggressive AI infrastructure investments. While some community members view the pullback as a buying opportunity given the company's strong ad revenue growth, others are actively debating whether the high spending will deliver sustainable long-term returns or continue to pressure margins.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing extreme volatility as traders weigh solid corporate earnings against mounting geopolitical tensions in the Middle East and concerns over persistent inflation. The community is actively debating whether recent pullbacks represent a tactical dip-buying opportunity or a deeper structural shift toward a bear market as hyperscaler capex spending and high bond yields remain primary points of contention.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is capturing investor attention following a series of strategic technical milestones, including a high-profile leadership hire from Lockheed Martin and partnerships that align its quantum sensing and computing technology with U.S. government defense initiatives. While retail sentiment remains highly divided between long-term confidence in its institutional roadmap and frustration over volatility, community discussion is heavily focused on whether current price levels represent an undervalued entry point ahead of upcoming earnings reports.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is trending as investors weigh an institutional accumulation phase against frustration over the stock's sluggish price performance despite key partnerships with Walmart and BetterHelp's ongoing insurance expansion. The community remains sharply divided between those betting on a short squeeze or a long-term AI-driven platform turnaround and critics skeptical of management's execution and ongoing share sales.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is facing intense volatility as traders weigh a major sell-off in the semiconductor sector driven by weak Korean market sentiment and broader AI-related capital expenditure fears. While some in the community see the recent price drop as an overreaction and an opportunity to average down, others are expressing concern over the structural decay of the leveraged ETF and the uncertainty surrounding upcoming Federal Reserve decisions and major tech earnings.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings is facing a sharp sell-off as investors react to a revenue miss caused by temporary project timing shifts and supply-chain constraints, overshadowing an earnings beat and raised full-year guidance. Despite the volatility, the community remains deeply polarized, with many investors viewing the drop as a strategic buying opportunity for essential AI data center infrastructure, while others worry the stock remains overvalued after a recent parabolic run.

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$TNX $SPY US10Y ends the day at 4.68%

&gt;bonds speak, equities listen. 

&gt;it seems like every data point that has come out recently - whether it’s individual high beta tech stocks, equity indices or bonds - are either worse than the GFC and/or worse than Covid pandemic. 

&gt;something really wants to break this broader market. Hard to point your finger exactly on what that might be. 

&gt;Fed could decide not to hike at all and focus on shrinking the balance sheet

&gt;if BOJ hikes rates this week, that could trigger another yen carry over scare 

&gt;bull market still intact… for now.

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CBOE 10-Year Treasury Yield Index

 US10Y ends the day at 4.68%

>bonds speak, equities listen. 

>it seems like every data point that has come out recently - whether it’s individual high beta tech stocks, equity indices or bonds - are either worse than the GFC and/or worse than Covid pandemic. 

>something really wants to break this broader market. Hard to point your finger exactly on what that might be. 

>Fed could decide not to hike at all and focus on shrinking the balance sheet

>if BOJ hikes rates this week, that could trigger another yen carry over scare 

>bull market still intact… for now.