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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 trending as investors focus on the upcoming August PDUFA date and a key court hearing regarding distribution rights that could allow the company to pursue an independent US launch. The community is actively discussing the recent surge in short interest and the potential for a short squeeze, while debating how a favorable court ruling or FDA labeling outcome could expand the commercial value of their lead DMD therapy.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is seeing high trading volume and intense community speculation regarding a potential buyout or hostile takeover, while investors remain focused on the company's long-term gene therapy pipeline despite frustration over the stock's recent performance and lack of management communication. Discussions are dominated by concerns over regulatory hurdles, skepticism regarding CEO leadership, and anticipation of upcoming data readouts that could serve as a significant catalyst for a valuation shift.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as investors monitor ongoing site development and field infrastructure progress at the Tanbreez project, while the broader community debates the potential for a rerating tied to future resource estimates and strategic government partnerships. The conversation is largely dominated by speculation regarding index rebalancing impacts, management's communication regarding project timelines, and the intensifying geopolitical focus on securing heavy rare earth supply chains outside of China.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors weigh strong operational fundamentals, such as expanded shipping agreements and infrastructure growth, against the persistent geopolitical instability in the Strait of Hormuz. While some community members remain focused on the potential for long-term cash flow from new contracts, active discussion is dominated by the volatility driven by conflicting headlines regarding U.S.-Iran diplomatic status and its subsequent impact on oil and gas supply chains.

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 experiencing heightened volatility and a sharp pullback as investors weigh index rebalancing pressures and recent project delays against its long-term role as a key infrastructure provider for AI data centers. The community remains deeply divided, with some traders viewing the decline as a major buying opportunity while others express caution regarding the stock's valuation and the broader sustainability of the power-infrastructure trade.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending amid intense community speculation regarding the U.S.-Iran ceasefire, with traders reacting to conflicting reports about the status of the Strait of Hormuz and the impact of eased sanctions on global oil supply. Discussions are heavily polarized between those anticipating a major supply-driven price collapse and those bracing for a violent short squeeze, as investors debate whether current price action reflects geopolitical reality or market manipulation.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as investors react to CEO Ryan Cohen's decision to withdraw his multi-billion dollar compensation package and commit personal capital to the company's ambitious bid for eBay. The community is actively debating the strategic merits of a potential eBay acquisition and its impact on the company's long-term valuation.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is seeing increased social media chatter following the announcement of a new distribution deal with NBCUniversal, which restores access to key channels including Telemundo ahead of the FIFA World Cup. While bulls highlight this partnership and the company's integration within the Disney ecosystem as critical growth catalysts, bears remain skeptical, frequently citing the stock's long-term downward performance and management's past share sales as primary points of concern.

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 is trending due to surging demand for storage and memory capacity driven by the ongoing AI infrastructure buildout, sparking intense community discussion about the sustainability of these gains versus a potential cyclical peak. Traders are closely monitoring the stock's high-beta price action as it remains a focal point for AI-linked market rotation.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is trending as investors closely watch the company's earnings and performance metrics, with significant community debate focused on leadership efficacy, the impact of political and cultural stances on the brand, and the long-term potential of its streaming and theme park business units. Sentiment is sharply divided, featuring both bullish long-term investors tracking institutional moves and bearish participants highlighting the stock's multi-year range-bound performance and management-related concerns.

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Gogoro, Inc. engages in the provision of electric scooter and related hardware and battery swapping and energy services. It offers Gogoro S1, Gogoro SuperSport, 2 Series, Gogoro VIVA, and Gogoro VIVA MIX.The company was founded by Horace Luke and Matt Taylor and is headquartered in Taipei, Taiwan.

Gogoro Inc - Ordinary Shares - Class A

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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PPGHPoema Global Holdings Corp - Ordinary Shares - Class A

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