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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

Capricor Therapeutics is facing significant volatility following FDA briefing documents that challenge the statistical methodology and efficacy data for its Duchenne muscular dystrophy treatment, Deramiocel. The community is sharply divided, with bulls pointing to the company's rebuttalwhich claims the FDA relied on an obsolete statistical analysis planwhile others express deep concern over the regulatory scrutiny and the potential for a negative advisory committee outcome.

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 currently under heavy selling pressure as investors scrutinize the company's role in providing large-scale financing for AI infrastructure projects, fueling fears of circular revenue and heightened credit risk. The community is sharply divided, with bulls viewing the dip as an institutional loading zone for long-term AI dominance, while bears point to cooling sentiment, broader sector rotation, and potential competition from Chinese technological breakthroughs as signals that the AI trade may be nearing an inflection point.

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 significant volatility as investors weigh broader semiconductor sector rotation and concerns over potential long-term competition from Chinese memory manufacturers against strong fundamental demand for AI infrastructure storage. The community remains deeply divided, with bearish voices highlighting a technical breakdown and short-term price exhaustion, while bullish investors emphasize the stock's deep discount relative to its earnings backlog and upcoming quarterly 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 strong quarterly earnings report where the company crushed expectations and raised its full-year guidance, driven by accelerating AI server and networking demand from major hyperscalers. The community is actively discussing the stock's impressive growth trajectory and management's optimistic outlook for 2027, with many investors debating whether the current momentum can push shares toward new all-time highs as the broader AI infrastructure buildout continues.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is currently a major focal point for traders ahead of earnings, with the community polarized between bullish long-term investors tracking AI data center power demand and aggressive short sellers questioning valuation and supply chain transparency. Investor sentiment is highly volatile as the stock experiences sharp price swings, driven by recent permit delays for major infrastructure projects and significant options activity positioning for a large post-earnings move.

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 currently at the center of heavy investor debate as the market anticipates the release of earnings and strategic guidance, with community sentiment split between enthusiasm for its massive contracted revenue backlog and skepticism regarding the capital-intensive nature of its ongoing data center buildout. Investors are closely watching for confirmation that the company can efficiently convert its high-growth infrastructure pipeline into sustainable cash flow, while navigating broader macro-economic pressures affecting the AI and data center sectors.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is currently trending as investors digest a massive global restructuring program aimed at cutting costs and reinvesting in growth, even as the stock grapples with volatility and mixed analyst sentiment. The community is actively debating the company's long-term turnaround potential, with many focusing on whether recent price pressure represents an accumulation opportunity ahead of upcoming earnings or a signal of deeper structural headwinds.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors weigh significant progress in production deliveries and regulatory milestones against lingering concerns over debt management and maintenance-related operational incidents. While community discourse remains heavily focused on the companys massive order backlog and potential for a breakout post-earnings, sentiment is split between those viewing recent pullbacks as a generational buying opportunity and skeptical traders frustrated by the stock's inconsistent performance.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is seeing heightened engagement as investors debate its long-term viability amid concerns over ecosystem developments and recent leadership communications. While some community members remain committed to building positions during market volatility, others express frustration over stagnant price action and are rotating capital into emerging projects within the Jasmy ecosystem.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is facing intense downward pressure driven by concerns over its IPO valuation and the impending expiration of a massive insider share lock-up period. While some investors see a long-term buying opportunity in the aerospace and AI infrastructure narrative, the community is deeply divided, with many debating whether the stock is a fundamental growth play or a significantly overvalued asset awaiting a supply-driven correction.

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Hold rates steady

Cut 25 bps

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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.

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