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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 under significant pressure as investors scrutinize the company's involvement in a massive financing deal for OpenAI, fueling concerns over circular financing and potential balance sheet risk. While some market participants dismiss the sell-off as an overreaction and a buying opportunity in a fundamental sector leader, the stock is currently struggling against broad semiconductor sector weakness and rotational outflows from high-beta tech.

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 facing intense volatility and a sharp sell-off as investors react to competitive fears surrounding Chinese memory manufacturing and speculation that contract pricing may be approaching a peak. The community is deeply divided, with many retail investors expressing frustration over the rapid decline, while others see a massive buying opportunity and highlight strong fundamentals like robust backlog demand and long-term AI infrastructure needs.

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 extreme volatility after FDA briefing documents criticized the company's statistical analysis plan and efficacy data, prompting the firm to issue a sharp rebuttal claiming regulators relied on an obsolete, unsigned draft. The community is deeply divided between long-term supporters defending the clinical benefit of the therapy and skeptics who fear the trial's procedural changes suggest underlying data integrity issues ahead of the upcoming advisory committee meeting.

Aeluma, Inc. engages in developing semiconductors for sensing, communication, and computing applications. The firm is also involved in manufacturing devices using compound semiconductor materials on large-diameter substrates that are commonly used to manufacture mass market microelectronics. The company was founded by Jonathan Klamkin and Lee McCarthy on February 28, 2019 and is headquartered in Goleta, CA.

Aeluma Inc

Aeluma Inc. is trending as investors monitor significant leadership hires and ongoing industry awards, which the community views as essential progress toward scaling its photonics and quantum semiconductor platforms. Market participants are actively debating the company's long-term commercialization strategy, with a focus on its integration into next-generation AI and data center infrastructure.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as investors react to bullish analyst initiations from Baird and Truist, alongside a broader market focus on hyperscalers like Google increasing their data center capital expenditures. While community sentiment remains divided due to recurring concerns over executive share sales and high leverage, many traders are actively debating the stock's potential for a short squeeze as they look for signs of a technical breakout above key resistance levels.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is currently a major topic of discussion as the company pushes to secure a competitive edge through new military defense contracts and aggressive production ramp-ups for its F-Series trucks. While some investors are optimistic about potential upside from recent analyst upgrades and strategic partnerships, others are voicing skepticism regarding the company's long-term reliance on legacy business models and persistent quality control concerns.

Bakkt, Inc. is building the backbone of next-generation financial infrastructure. The company provides solutions that enable institutional participation in the digital asset economy, spanning Bitcoin, tokenization, stablecoin payments, and AI-driven finance. Bakkt was founded in 2018 and is headquartered in New York, NY.

Bakkt Inc. - Ordinary Shares - Class A

Bakkt is experiencing heightened volatility and speculative interest ahead of its upcoming earnings report, with community members closely tracking the potential impact of the Clarity Act on its stablecoin and payment infrastructure. While some investors are buoyed by recent insider buying and long-term pivot plans, others remain skeptical, citing historical performance and waiting for evidence that management's new B2B-focused strategy can deliver tangible growth.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are trending as investors weigh significant volatility in the memory and storage sector, driven by profit-taking and broader rotation out of high-beta AI infrastructure stocks. The community is actively debating whether recent pullbacks represent a structural change in the AI demand narrative or a temporary reset ahead of upcoming earnings and sector-specific catalysts like new IPOs.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently facing a heavy selloff driven by weak earnings and growing investor skepticism regarding its long-term growth story, AI integration, and core automotive margins. The community is sharply divided, with bearish traders aggressively scalping puts as the stock tests critical support levels, while bulls continue to debate whether to buy the dip or if the company is fundamentally overvalued.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is seeing heightened investor activity driven by a pending $110 billion merger with Paramount Skydance, with the community actively debating the impact of ongoing regulatory reviews and the potential for a long-term media landscape shift. Discussion remains polarized as traders weigh the risks of legal delays and ticking fees against the anticipated competitive benefits of combining two major Hollywood studios to challenge Big Tech streaming rivals.

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Silexion Therapeutics Corp. is a clinical-stage biotechnology company, which engages in the discovery and development of treatments for KRAS-driven cancers. The company was founded on November 30, 2008 and is headquartered in in Modiin, Israel.

Silexion Therapeutics Corp

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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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MACAMoringa Acquisition Corp - Ordinary Shares - Class A

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