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SOXL is facing intense volatility as investors weigh conflicting signals from hyperscaler capital expenditure plans against geopolitical uncertainty and concerns regarding Chinese semiconductor competition. The community is sharply divided, with bulls betting on a rebound driven by solid long-term AI demand, while bears point to excessive leverage, momentum exhaustion, and potential downside risks from ongoing regional conflicts.

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 market volatility after FDA briefing documents raised serious concerns about the statistical methodology used in its Duchenne muscular dystrophy trial, fueling intense debate over whether the agency relied on an obsolete analysis plan. Investors are now hyper-focused on the upcoming advisory committee meeting, where the company must reconcile discrepancies between its finalized statistical plan and the agency's critical review.

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 report that beat revenue expectations and resulted in a raised 2026 outlook, fueling community optimism about its role in the booming AI server and infrastructure sector. Investors are actively discussing the company's long-term growth trajectory as hyperscalers continue to ramp up capital expenditure, with many interpreting the recent performance as a clear signal that the AI infrastructure demand remains robust.

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 focal point for investors as the community debates the company's shift toward stock buybacks while navigating the regulatory uncertainty surrounding the pending Clarity Act. Market participants are intensely divided, with some highlighting the company's massive treasury of ETH as a long-term play, while others express deep frustration over price volatility and perceived lack of transparency from leadership.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package and International Package. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

United Parcel Service (UPS) is trending as investors react to the company's Q2 2026 earnings, which showed a year-over-year decline in GAAP EPS despite revenue growth. While the community is actively debating the stock's future, discussions center on the company's full-year guidance, the impact of cost-control measures, and whether this represents an attractive long-term turnaround opportunity with a steady dividend or a value trap due to ongoing sector competition.

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

SpaceX is facing intense downward pressure and high volatility as investors weigh the company's long-term infrastructure ambitions against imminent insider share lock-up expirations. Market participants are deeply divided, with some betting on a short-term rebound ahead of quarterly earnings, while others remain skeptical of the stock's valuation and the potential for a massive influx of supply to hit the market.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

General Motors is currently in the spotlight as investors weigh its aggressive buyback strategy and raised earnings guidance against ongoing pressure from rising tariff costs and cooling EV demand. The community is actively debating the stock's valuation, with many traders closely tracking key technical resistance levels while others voice skepticism over long-term growth prospects compared to pure-play tech and AI-focused competitors.

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 trending due to the anticipation of its Q2 earnings report, with investor sentiment focused on the company's ability to maintain its full-year EBIT guidance amid recent U.S. sales weakness. The community is actively debating the impact of Ford's production challenges, strategic shifts in the EV segment, and potential growth catalysts like the upcoming UEV platform and accessory business expansion.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan D. Green on March 5, 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is gaining significant community attention as investors weigh its recent board appointment of Alaska Air Group CEO Ben Minicucci against ongoing debates over its long-term viability compared to ride-sharing competitors. Traders are actively discussing the stock's potential for a short squeeze, its role in autonomous vehicle partnerships, and speculation regarding its potential as a buyout target for major tech firms.

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 as investors closely monitor upcoming participation at the BTIG Biotechnology Conference for potential announcements following earlier promises of global expansion. While retail sentiment remains divided between frustration over the lack of immediate updates and strong conviction in the stock's long-term potential, market participants are actively debating the impact of high short interest and anticipation surrounding the upcoming earnings report.

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Maiden Holdings Ltd. engages in the provision of non-catastrophic, customized reinsurance products and services to small and mid-size insurance companies. It operates through the Diversified Reinsurance and AmTrust Reinsurance segments. The Diversified Reinsurance segment consists of a portfolio of property and casualty reinsurance business. The AmTrust Reinsurance segment includes business ceded by AmTrust to Maiden Bermuda. The company was founded in 2007 and is headquartered in Hamilton, Bermuda.

Maiden Holdings Ltd

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.

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