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QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing strong community momentum following a joint research agreement with Honda to advance solid-state battery technology and manufacturing processes. Investors and traders are actively discussing the significance of this OEM validation, with many pointing to the partnership as a critical de-risking event that could accelerate commercialization and shift sentiment around the stock.

Butterfly Network, Inc. designs a medical imaging device that reduces the cost of real-time and three-dimensional imaging and treatment. It develops and provides a whole-body portable ultrasound scanner called the iQ Device and related hosted, web-based application, application programming interfaces and platform services, which the firm offer to physicians or other licensed health care providers. Its products include iQ+ Ultrasound, Butterfly Enterprise and iQ Vet. The company was founded by Jonathan M. Rothberg on January 25, 2011 and is headquartered in Burlington, MA.

Butterfly Network Inc - Ordinary Shares - Class A

Butterfly Network Inc

Butterfly Network is surging as investors react to a record-breaking earnings report, highlighted by strong revenue growth and the company's first positive operating cash flow. The community is actively debating the sustainability of this rally, with many focusing on the validation of the company's 'Ultrasound-on-Chip' strategy through high-profile AI partnerships and the potential for a short squeeze given the stock's significant short interest.

Roundhill ETF Trust - Roundhill Memory ETF

The DRAM ETF is trending as investors aggressively position themselves for a structural supply shortage in the AI memory market, with community discussion highlighting memory as a critical infrastructure bottleneck rather than a standard cyclical play. Traders are closely monitoring upcoming earnings and the potential for a long-term rerating, driven by sustained demand for high-bandwidth memory (HBM) and supply chain tightness across key industry players.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accenture is trending as investors grapple with a significant valuation reset following a lowered revenue outlook and concerns over the impact of AI on its core consulting business. The community is sharply divided, with many debating whether the stock is a deep-value opportunity for long-term recovery or if the consulting industry is facing permanent disruption from automated AI solutions.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is attracting significant attention as investors position for imminent long-term Phase 3 trial data, with community discussion centered on potential M&A catalysts and the stock's positioning within the broader immunology sector. Traders are closely monitoring institutional accumulation patterns and upcoming regulatory conferences for signals that could trigger a major repricing event.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is experiencing renewed bullish momentum as it undergoes a significant breakout on the weekly chart, supported by aggressive store expansion and strong consumer demand. While some community members remain wary of the company's high valuation and competitive headwinds, others are pointing to a classic bottoming setup and positive retail sentiment as key indicators that the stock is poised for further growth.

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 Health is currently surging on strong bullish momentum driven by investor optimism surrounding its expansion into weight-loss peptides and strategic healthcare partnerships. The community is actively debating the potential for a short squeeze as the stock clears major technical resistance levels, with many traders focusing on upcoming regulatory milestones as the primary catalyst for further upside.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean (RIG) is capturing significant attention as investors monitor its upcoming earnings report, with the community closely tracking its substantial $7.1 billion backlog, ongoing debt reduction efforts, and the strategic implications of its pending merger with Valaris. Despite the stock's recent volatility, bullish sentiment is driven by the tightening offshore drilling market, rising day rates, and the critical role of offshore energy assets as nations prioritize security amid continued regional geopolitical tensions.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of America is currently a major focus for investors as the stock navigates a complex environment of shifting interest rate expectations and ongoing debate regarding institutional exposure to private credit. Community discussions are heavily centered on whether the bank's recent resilience in net interest income and trading revenue will sustain its momentum against broader macroeconomic headwinds.

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 facing significant regulatory headwinds as the FCC initiates an accelerated review of the company's broadcast licenses amid ongoing investigations into its corporate diversity policies. Meanwhile, community sentiment remains polarized, with investors weighing the potential impacts of executive leadership transitions and persistent political scrutiny on the stock's long-term performance.

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Dow Jones, Nasdaq, S&P 500 weekly preview: Markets brace for tariff deadline

Investing.com -- U.S. stocks closed higher on Thursday ahead of the Independence Day holiday, with the S&P 500 and Nasdaq Composite setting new record highs.

S&P 500’s China revenue is 4x the trade deficit - Apollo

Investing.com -- S&P 500 companies are significantly exposed to China, Apollo Chief Economist Dr. Torsten Slok highlighted today.  In fact, geographic revenue data from FactSet shows that China makes up 7% of annual revenue for S&P 500 companies.

Cathie Wood sees potential positives in Trump's 'shock therapy' tariff policy

Investing.com -- Cathie Wood, the founder, CEO, and CIO of ARK Invest, has weighed in on President Trump's tariff policy, which has been a cause for concern among many observers. Wood, however, sees potential benefits from the policy that may not be immediately apparent.

Muddy Waters warns US tariffs risks economic self-harm without broader strategy

Wall Street’s fear gauge surges above 60, signaling deepening market panic

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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