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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 central focus of market conversation as investors weigh heavy bullish institutional call flow against short-seller skepticism ahead of quarterly earnings. The community remains deeply divided, with some betting on a breakout driven by critical AI data center power demand, while others caution against high volatility and valuation concerns.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning, Inc. is trending as investors aggressively reprice the stock following a sharp pullback from recent highs, with sentiment split between those viewing the volatility as a technical correction in a critical AI infrastructure play and others concerned about overextended valuations. The community is actively debating the stock's long-term utility in the AI data center buildout against its rapid momentum-driven ascent and subsequent decline.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Churchill Capital Corp XI is trending as investors bet on its upcoming merger with Agility Robotics, a move widely viewed as a rare chance to access the humanoid robotics sector. Community sentiment is high, with discussions centering on the company's strong industrial pipeline and high-profile backing, while some observers express caution regarding SPAC-related volatility and the speculative nature of early-stage robotics commercialization.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is trending as shares rally on news that the company has reached an agreement with the FDA to resubmit its BLA for RP1, reviving hopes for a drug that previously faced two rejections. Investors are actively debating the potential for a third-time approval amid leadership shifts at the agency, while others express skepticism over the company's financial runway and the clinical data that originally led to the CRLs.

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 intense volatility as the FDA released briefing documents questioning the statistical integrity of its Duchenne muscular dystrophy treatment, Deramiocel. The community is sharply divided, with bulls pointing to the company's rebuttal regarding obsolete analysis plans and patient advocacy pressures, while bears and skeptics highlight regulatory concerns over trial data handling and the potential for a negative recommendation.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is currently trending as investors debate whether the recent surge is a sustainable breakout driven by strong membership growth and improved margins, or an overextended move vulnerable to a pullback. While some community members highlight the CEO's previous heavy insider buying and a favorable long-term ACA market outlook as catalysts, others remain skeptical, warning of potential volatility and cautioning against chasing the stock after its rapid YTD rally.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is facing significant downward pressure and intense community debate as it hits 52-week lows, with investors weighing concerns over inflation and changing consumer habits against the stock's long-term reputation as a defensive, dividend-paying asset. While some traders are actively shorting the stock, citing a 'broken' business model and poor food quality, others view the current price as a long-term accumulation opportunity, leading to high volatility and heated sentiment across the platform.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkor Technology is trending as investors focus on its critical role as the leading U.S.-based OSAT provider, with community discussions heavily centered on its strategic Arizona manufacturing expansion and high-profile packaging partnerships with industry giants. While some investors are expressing caution following recent convertible note offerings, sentiment remains largely positive regarding the company's long-term positioning as an essential bottleneck in the semiconductor supply chain.

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.

UPS is facing intense volatility as investors debate the impact of rising fuel costs, a cooling parcel volume environment, and intensified competition from Amazon's supply chain services. While some investors see a long-term turnaround opportunity buoyed by dividends and potential margin recovery, others are heavily concerned about the company's high labor costs and the broader implications of management's strategic shifts.

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 (SNDK) is experiencing intense volatility and a sharp downward correction as investors panic over semiconductor market saturation and potential competition from Chinese manufacturers. While some community members view the drastic pullback as a forced liquidation of leveraged positions and a potential buying opportunity for long-term AI infrastructure plays, many others are expressing concern that the stock's parabolic run has officially hit a breaking point.

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The launch comes on the heels of the firm’s Bitcoin Trust (MSBT), now with more than $381 million in assets under management.


Morgan Stanley Solana Trust - Morgan Stanley Solana Trust

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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

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