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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 the medical community and investors closely monitor an FDA Advisory Committee meeting to determine the regulatory path for deramiocel in treating Duchenne muscular dystrophy cardiomyopathy. While clinical trial data and recent Lancet publication support the drug's efficacy, debate is currently centered on statistical interpretation and the potential for regulatory flexibility in addressing this life-limiting condition.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is currently experiencing intense volatility and downward pressure as investors debate whether the current price action represents a healthy correction in the AI infrastructure cycle or a fundamental re-rating driven by rising competition and capital expenditure concerns. While many in the community are actively debating the timing of a potential bottom and looking to increase their holdings at key technical support levels, others remain skeptical about the sustainability of the company's valuation given the aggressive expansion strategies.

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 facing intense selling pressure as investors weigh significant insider selling and broader AI sector volatility against its potential as a pure-play infrastructure provider. The community is sharply divided, with bulls highlighting confirmed backlog demand and growth potential, while bears focus on high capital intensity and balance sheet risks.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is experiencing significant selling pressure and heightened volatility despite a strong quarterly beat and raised full-year guidance, driven by investor concerns over persistent dilution and the company's cautious outlook regarding potential interest rate hikes. While the community remains deeply divided, long-term investors are actively debating whether to accumulate shares at lower levels or exit the position, as the stock struggles to decouple from broader macroeconomic headwinds and negative sentiment.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is facing intense market volatility as investors weigh positive FDA advisory panel sentiment regarding peptide compounding against ongoing concerns about regulatory risks and aggressive short interest. The community remains deeply divided, with many retail investors viewing the recent price dips as a buying opportunity for long-term growth, while others express frustration over the stock's sensitivity to legal news and short-term tactical selling.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares (SOXL) is experiencing intense volatility and downward pressure as investors rotate out of semiconductor stocks, driven by a global sell-off in chip names and uncertainty ahead of the upcoming FOMC interest rate decision. While many community members are debating whether current price levels represent a generational buying opportunity, others are actively warning about the structural risks and decay associated with holding leveraged instruments in a sustained downturn.

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 trending as investors digest a blowout quarterly earnings report marked by triple-digit revenue growth and aggressive expansion of AI data center capacity. While the community is actively debating the company's long-term potential against heavy institutional short interest and broader macroeconomic headwinds, many supporters are viewing the recent price volatility as an accumulation opportunity backed by a massive revenue backlog.

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 Corp ($SNDK) is currently experiencing intense volatility and heavy selling pressure, fueling fierce debate among traders over whether the stock is a 'bull trap' or a generational buying opportunity ahead of upcoming earnings. Community sentiment is deeply polarized, with many investors citing extreme oversold conditions and strong fundamental backlogs as reasons for a potential rebound, while others warn of further technical breakdowns and ongoing market manipulation.

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 trending after reporting a massive earnings beat, with revenue soaring 165% year-over-year and management highlighting the company's growing role as a standard for AI data center power. The community remains sharply divided, with bulls pointing to the substantial guidance raise and major hyperscaler adoption as validation, while bears continue to raise concerns over debt levels and broader market volatility.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv is experiencing significant volatility following a second-quarter revenue miss that overshadowed an earnings beat and raised full-year guidance. While some market participants are concerned about project timing and premium valuations, the broader community remains focused on the stock's essential role in AI infrastructure, with many investors using the dip as an opportunity to add shares based on the long-term data center power and cooling demand.

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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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