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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 experiencing extreme volatility and high trading volume as investors brace for the upcoming FDA advisory committee meeting regarding the approval of its DMD therapy. The community remains deeply divided, with bulls pointing to positive trial results and community support, while bears focus on regulatory hurdles, statistical methodology debates, and significant price swings ahead of the binary decision.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is facing significant volatility as investors weigh a strong earnings beat and robust long-term growth prospects against concerns over aggressive capital expenditure plans and broader semiconductor sector weakness. While some in the community see the recent price drop as a manipulated shakeout or a prime buying opportunity for a long-term AI-driven turnaround, others remain cautious, citing potential market headwinds and the stock's failure to maintain post-earnings momentum.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is at the center of investor focus following massive multibillion-dollar infrastructure partnerships with SK Group and reported financing discussions for OpenAI's data center projects. While these developments highlight NVIDIA's deep integration into global AI expansion, community sentiment remains split between bullish optimism regarding long-term growth and skepticism over the financial sustainability of these large-scale circular investments.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is seeing intense investor focus following a string of significant analyst price target hikes and recent roadmap updates from the Advancing AI event. The community is actively debating the stock's long-term potential in the AI infrastructure sector, with bulls pointing to expanding market share and institutional confidence, while bears express concern over valuation and potential macroeconomic headwinds.

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

SPCX is experiencing significant volatility and downward pressure as investors weigh the aerospace manufacturer's post-IPO valuation against looming lock-up expirations. The community remains deeply divided, with bulls pointing to the company's long-term market potential and recent technical progress, while bears focus on high capital expenditures, potential dilution from insider share unlocks, and concerns that the stock was significantly overhyped at launch.

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 intense volatility and downward pressure as the semiconductor sector faces a broader rotation and concerns regarding competition from emerging Chinese memory manufacturers like CXMT. While some in the community view the sell-off as a manipulative shakeout and a buying opportunity given strong fundamentals and upcoming earnings, others fear that capital expenditure saturation and sector-wide headwinds signal a long-term peak.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as investors react to a significant expansion of its commercial partnership with AT&T, which has demonstrated major processing speed gains for complex network optimization. While the stock continues to experience high volatility characteristic of the speculative tech sector, community discussion is heavily focused on the company's transition to the Nasdaq, upcoming earnings, and broader bullish sentiment regarding the sector's long-term enterprise adoption.

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

Direxion Daily Semiconductor Bull 3X Shares

Semiconductor stocks are facing intense volatility as investors debate the sustainability of massive AI infrastructure spending against a backdrop of geopolitical tension and shifting corporate earnings sentiment. The community is deeply divided, with bulls pointing to long-term hardware demand and institutional capex while bears warn of an overextended valuation bubble and the potential for a deeper market correction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing heightened volatility as investors weigh the impact of an easing geopolitical situation against intense skepticism regarding the fundamental valuation of AI-heavy tech stocks. The community is actively debating whether current price action represents a temporary reprieve or a trap, with significant focus on upcoming earnings reports and Federal Reserve policy to determine if the current market structure is sustainable.

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 monitor escalating tensions in the Middle East and the resulting impact on LNG supply chains through the Strait of Hormuz. The community is actively discussing the stock's potential as a major exporter amidst global energy shortages, while navigating volatility driven by geopolitical news, shipping disruptions, and high-frequency trading activity.

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Tuesday Morning Corp. retails home and lifestyle goods. The firm also offers home textiles, home furnishings, housewares, gourmet food, pet supplies, bath and body products, toys, and seasonal decor. The company was founded by Lloyd Ross in 1974 and is headquartered in Dallas, TX.

Tuesday Morning Corp. - Ordinary Shares - New

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.

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

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