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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 despite delivering record revenue and raised full-year guidance in its latest earnings report. The community is sharply divided between long-term investors adding to their positions on what they view as an unjustified valuation disconnect, and bears citing broader macro uncertainty, potential rate hikes, and the underperformance of the company's technology platform as reasons to stay cautious.

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 the focus of intense investor attention ahead of a pivotal FDA advisory committee meeting evaluating the efficacy of its Duchenne muscular dystrophy treatment, deramiocel. The community is actively debating the FDA's controversial briefing documents regarding statistical analysis plans while simultaneously celebrating the timely publication of trial data in The Lancet as a counter-narrative to regulatory skepticism.

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 seeing intense community debate as the stock experiences high volatility following a significant earnings beat and raised full-year guidance. While many investors are highlighting the company's strong demand from AI data centers as a long-term growth catalyst, others are expressing frustration over the stock's unpredictable price action and challenging broader market sentiment.

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 following a record-breaking earnings report that highlighted massive revenue growth and a substantial expansion of its contracted AI data center backlog. While investors are celebrating the company's strong fundamentals and execution, the stock faces heavy selling pressure as the broader market grapples with recession fears, geopolitical instability, and a sector-wide rotation away from high-growth tech.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is facing intense community backlash as shareholders express frustration over extreme volatility, perceived management negligence, and a consistent pattern of underperforming compared to data center peers. The sentiment is heavily colored by a cycle of aggressive sell-offs following brief pumps, leading many investors to demand greater accountability from leadership regarding the long-promised expansion of data center operations and corporate strategy.

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 experiencing extreme volatility and a sharp sell-off, driven largely by negative sentiment surrounding the broader semiconductor sector and concerns over supply-side competition. The community is deeply divided, with many retail investors debating whether the rapid decline represents a massive buying opportunity given its fundamental history or if further manipulation and downward pressure toward three-digit support levels are imminent.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors debate the company's valuation against its financial performance while navigating a polarized discussion surrounding the former president's geopolitical influence and ongoing policy controversies. Market participants are actively tracking the stock's price action near key levels, with community sentiment deeply divided between speculative optimism regarding potential corporate developments and skepticism over the company's long-term sustainability.

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 experiencing intense downward volatility as investors weigh broader market concerns, including interest rate speculation and sector-wide repricing among AI infrastructure peers. While some community members are treating the pullback as a buying opportunity based on long-term capacity growth and upcoming financial results, others remain cautious due to concerns regarding capital expenditure sustainability and insider selling activity.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing significant volatility as investors react to broader concerns regarding enterprise software spending and potential AI disruption, fueled by negative sentiment from major analyst downgrades. While some in the community view the current price drop as a buying opportunity for a resilient software leader, others are closely watching institutional capital rotations that prioritize hardware and AI infrastructure over traditional SaaS models.

Lemonade, Inc. is a holding company, which engages in the provision of insurance services. The firm's products include renters and homeowners insurance, and pet insurance. It offers insurance coverage under the homeowners multi-peril, inland marine, and general liability lines of business. The company was founded by Daniel Asher Schreiber and Shai Wininger on June 17, 2015 and is headquartered in New York, NY.

Lemonade Inc

Lemonade is seeing significant volatility as investors debate the path to profitability following recent earnings and a CFO transition, with the community split between viewing current price levels as an ideal long-term accumulation zone and fearing further downside for the historically unprofitable insurtech. The discourse remains heavily focused on the company's AI underwriting efficiency, competition with peers like Root, and the strategic implications of its path toward positive adjusted EBITDA.

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TempraMed Technologies Ltd. is a global medical device company with a portfolio of innovative, temperature-controlled medication storage solutions. It develops patented, FDA-registered thermal insulation devices without batteries or external power. Its product line includes VIVI Cap, VIVI Cap Smart, VIVI Epi, and VIVI Med, enabling patients and healthcare providers to confidently manage temperature-sensitive medications anytime, anywhere. The company was founded by Ron Nagar and Elina Nagar in 2014 and is headquartered in Toronto, Canada.

TempraMed Technologies Ltd.

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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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