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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 weigh a significant revenue beat and a massive long-term contract backlog against concerns over debt, dilution, and the sustainability of high-margin growth. The community remains deeply divided, with bulls pointing to accelerated infrastructure expansion and hyperscaler demand as evidence of long-term upside, while bears continue to highlight high share-based compensation and burning net losses as risks to the company's valuation.

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 experiencing extreme volatility following the release of FDA briefing documents that challenge the statistical integrity and efficacy of its DMD drug deramiocel. While the company maintains that the FDA's analysis relies on an obsolete statistical plan and intends to present its case at the upcoming advisory committee, community sentiment is sharply divided between those calling this a manipulative short attack and others warning of significant regulatory risk.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is experiencing intense volatility and downward pressure as investors rotate out of the semiconductor sector following a major Chinese memory IPO, fueling concerns about competition despite robust fundamental demand. The community remains deeply divided, with many traders debating whether the sharp pullback is a manipulation-driven shakeout or a necessary valuation correction before upcoming earnings reports.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine Immersion Technologies is currently a major focus for traders following a shift in strategy that prioritizes significant stock buybacks alongside its ongoing Ethereum accumulation. While some market participants express frustration over price volatility and the uncertainty surrounding the proposed crypto Clarity Act, others view the company's aggressive buybacks and treasury scaling as a strong signal of conviction in its long-term value.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors debate the sustainability of massive AI infrastructure financing, following reports that the company may help backstop a multi-billion dollar data center deal. While some community members view this as a strategic move to lock in long-term demand and maintain AI dominance, others are expressing concern over balance sheet risk and the potential for a circular financing bubble.

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 trending as investors grapple with extreme volatility and a significant decline from previous highs, fueled by intense debate over whether its current market price represents a massive premium to its actual Net Asset Value (NAV). The community remains heavily divided between long-term holders anticipating upside from upcoming major AI and aerospace IPOs and bearish traders who view the stock as a retail trap due to its disconnect from fundamental valuation metrics.

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 blockbuster earnings report that showcased accelerating revenue and EPS growth, driven by massive hyperscaler capital deployment into AI infrastructure. The community is heavily discussing the company's raised guidance for 2027 and its critical role in supporting the backbone of AI expansion, fueling debates over whether the current valuation still holds value despite the rapid rally.

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Comcast Corp - Ordinary Shares - Class A

Comcast Corp

Comcast is in the spotlight following the announcement of a strategic plan to spin off NBCUniversal and Sky, a major move aimed at separating its media assets from its core connectivity business. Community discussion remains polarized, with investors weighing the potential for long-term value unlocking against concerns over market manipulation and the near-term volatility surrounding the restructuring process.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is experiencing significant volatility and downward pressure, fueling intense community debate about the company's valuation versus its operational growth. Investors are actively scrutinizing the impact of the newly authorized buyback program, questioning whether current price weakness is an intentional accumulation strategy by management ahead of earnings or a sign of deeper structural issues on the OTC market.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as investors closely monitor legislative progress on the CLARITY Act, with the community debating the potential for a breakthrough after recent signaling from political figures. While bulls anticipate a historic rally if the bill passes, others are focused on technical support levels and the stock's correlation to bitcoin volatility ahead of the upcoming earnings release.

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Benchmark to Report Second Quarter 2026 Results

Benchmark Electronics, Inc. (NYSE: BHE) will report second quarter fiscal year 2026 results after the market closes on Wednesday, July 29, 2026. Following the announcement, the Company will host a conference call to discuss the quarter at 5:00 p.m. Eastern Time. A live webcast of the call, along...

SVP Sells 20,000 of Benchmark Electronics Shares Worth $1.7 Million

Key Points20,000 shares sold in a single open-market transaction on June 11, 2026, generating a transaction value of ~$1.73 million (at around $86.25 per share...

How Ouster's REV8 BABA Compliance Boosts Its Long-Term Outlook

OUST's BABA-compliant Rev8 sensors clear a key procurement hurdle, expanding access to federally funded U.S. infrastructure projects.

OUST's AIM Partnership Validates Rev8's Commercial Promise 

Ouster's AIM supply deal puts its Rev8 lidar into autonomous mining and construction fleets, offering a high-profile test of its commercial potential.

HPE Names Benchmark as Its Manufacturing Partner of the Year

Benchmark Electronics, Inc. (NYSE: BHE) today announced it has been named HPEs Manufacturing Partner of the Year for 2026, recognizing Benchmarks exemplary quality, cost, delivery performance, and customer service in helping HPE rapidly scale next-generation AI infrastructure. The award was...

OUST-Benchmark Manufacturing Deal for REV8: Is It Worth the Hype?

OUST's expanded Benchmark deal could scale Rev8 production, but investors still need proof of a stronger second-half 2026 revenue ramp.

OUST Stock Surges Premarket – Ouster COO Calls Benchmark The ‘Natural Fit’ To Scale New Color Lidar Sensors

Equity

The lidar maker expanded its manufacturing partnership with Benchmark Electronics, which will support production of Ouster's next-generation Rev8 OS lidar sensors.

Ouster and Benchmark Expand Partnership to Scale Volume Production of New REV8 Digital Lidar Sensors

Ouster, Inc. (Nasdaq: OUST) (Ouster or the Company), a leader in sensing and perception for Physical AI, and Benchmark Electronics, Inc. (NYSE: BHE), a global provider of manufacturing, engineering, and technology services, announced today the expansion of their long-term manufacturing partnership...

Benchmark Electronics Announces Quarterly Cash Dividend

Benchmark Electronics, Inc. (NYSE: BHE) today announced that its Board of Directors declared a quarterly dividend of $0.17 per share, payable on July 10, 2026, to shareholders of record at the close of business on June 30, 2026. About Benchmark Electronics, Inc. Benchmark provides comprehensive...

Benchmark Electronics (NYSE:BHE) Reaches New 52-Week High  - Here's What Happened

Benchmark Electronics (NYSE:BHE) Reaches New 12-Month High - Still a Buy...

Benchmark Electronics, Inc. engages in the provision of integrated electronic manufacturing services, engineering and design services, and technology solutions. It operates through the following geographical segments: Americas, Asia, and Europe. The firm offers services to original equipment manufacturers of industrial control telecommunication equipment, computers, and related products for business enterprises, medical devices, and testing and instrumentation products. Its services include comprehensive and integrated design and manufacturing services and solutions from initial product concept to volume production, including direct order fulfillment and aftermarket services. The company was founded by Cary T. Fu, Steven A. Barton, and Donald E. Nigbor in 1979 and is headquartered in Tempe, AZ.

Benchmark Electronics Inc.

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

The Fed's July 28-29 meeting has markets debating a hold versus a hike, not a cut, with CME FedWatch pricing roughly a 65% chance of no change and rising odds of a September rate increase amid inflation running well above the 2% target. What do you expect the Fed to decide? Drop a comment with when you expect the first cut/hike to be.

What do you expect the Fed to decide at its FOMC meeting?  
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.69	--	--	N/A
Q1 '26	$0.56	$0.58	4.50%	BEAT
Q4 '25	$0.64	$0.71	10.51%	BEAT
Q3 '25	$0.58	$0.62	7.36%	BEAT
Q2 '25	$0.54	$0.55	1.38%	BEAT

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