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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 weigh a significant revenue beat and a massive long-term contract backlog against concerns over debt, dilution, and the sustainability of high-margin growth. The community remains deeply divided, with bulls pointing to accelerated infrastructure expansion and hyperscaler demand as evidence of long-term upside, while bears continue to highlight high share-based compensation and burning net losses as risks to the company's valuation.

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 following the release of FDA briefing documents that challenge the statistical integrity and efficacy of its DMD drug deramiocel. While the company maintains that the FDA's analysis relies on an obsolete statistical plan and intends to present its case at the upcoming advisory committee, community sentiment is sharply divided between those calling this a manipulative short attack and others warning of significant regulatory risk.

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 is experiencing intense volatility and downward pressure as investors rotate out of the semiconductor sector following a major Chinese memory IPO, fueling concerns about competition despite robust fundamental demand. The community remains deeply divided, with many traders debating whether the sharp pullback is a manipulation-driven shakeout or a necessary valuation correction before upcoming earnings reports.

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 trending as investors debate the sustainability of circular financing after reports of massive AI infrastructure backstops, while community sentiment remains sharply divided between those viewing the pullback as a buying opportunity and others worried about valuation bubbles. The stock is currently facing high volatility amid broader semiconductor sector pressure and rotation from institutional investors.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is surging following a blockbuster earnings report that showcased accelerating revenue and EPS growth, driven by massive hyperscaler capital deployment into AI infrastructure. The community is heavily discussing the company's raised guidance for 2027 and its critical role in supporting the backbone of AI expansion, fueling debates over whether the current valuation still holds value despite the rapid rally.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending as investors weigh recent volatility and a patent infringement lawsuit against the company's long-term potential in AI-driven power infrastructure. Community discussion remains polarized, with some bulls highlighting the company's role in the Nvidia ecosystem as a key catalyst, while others express concern over valuation, recent insider activity, and the legal challenges facing its GaN and SiC technology.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine Immersion Technologies is currently a major focus for traders following a shift in strategy that prioritizes significant stock buybacks alongside its ongoing Ethereum accumulation. While some market participants express frustration over price volatility and the uncertainty surrounding the proposed crypto Clarity Act, others view the company's aggressive buybacks and treasury scaling as a strong signal of conviction in its long-term value.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors grapple with extreme volatility and a significant decline from previous highs, fueled by intense debate over whether its current market price represents a massive premium to its actual Net Asset Value (NAV). The community remains heavily divided between long-term holders anticipating upside from upcoming major AI and aerospace IPOs and bearish traders who view the stock as a retail trap due to its disconnect from fundamental valuation metrics.

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Comcast Corp - Ordinary Shares - Class A

Comcast Corp

Comcast is garnering significant community and analyst attention following the announcement of a planned tax-free spin-off of its media assets, including NBCUniversal and Sky, into a separate publicly traded entity. Investors are actively discussing the potential to unlock shareholder value through this restructuring, despite near-term volatility and ongoing debates over broadband competition.

Legend Biotech Corp. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, manufacturing, and commercialization of novel therapies for oncology and other indications. The firm develops advanced cell therapies across a diverse array of technology platforms, including autologous and allogeneic chimeric antigen receptor T-cell, gamma-delta T cell and natural killer cell-based immunotherapy. It operates through the following geographical segments: United States of America, China, and Other. The company was founded in 2014 and is headquartered in Somerset, NJ.

Legend Biotech Corp - ADR

Legend Biotech

Legend Biotech is seeing significant downward pressure as the market reacts to the abrupt resignation of its CEO and a subsequent stock sell-off, despite continued institutional interest in its CARVYKTI sales and future pipeline. Community discussion is heavily focused on the lack of transparency surrounding the departure, with many investors debating whether this leadership change signals an imminent buyout or if the stock is currently an undervalued entry point.

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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.

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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SwarmOfDogs

@StocktwitsPolls they&#39;ll have to cut but in doing so they&#39;ll only worsen the macro situation. This will be purely political and catch everyone by surprise. IMO

Shane G

Swigtig

 they'll have to cut but in doing so they'll only worsen the macro situation. This will be purely political and catch everyone by surprise. IMO

@StocktwitsPolls Warsh is a Trump puppet.  If he can&#39;t drop interest rate, he&#39;ll just hold and keep telling everyone he&#39;s running research task forces, each looking into various aspects of what&#39;s wrong with the US.

Expect more of these shenanigans.  Keeps Warsh from needing to hear the volley of vitrol his predecessor was subjected to.  Smart guy.

Peter

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jojostar

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TurboLemonade

Hand So Low

Blockchainer

$SPY $QQQ or Warsh who was appointed by the President will have respect for his boss and drop interest rates.  
 
Honestly any stock buyer who WANTS rate cuts is crazy. 
 
Rate cuts = market drops.

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Daniel

 Warsh is a Trump puppet.  If he can't drop interest rate, he'll just hold and keep telling everyone he's running research task forces, each looking into various aspects of what's wrong with the US.

Expect more of these shenanigans.  Keeps Warsh from needing to hear the volley of vitrol his predecessor was subjected to.  Smart guy.

Linda

@StocktwitsPolls  
I expect idgaf.  
 
$NU is taking over the world.

learntoflyhigh

Nu Holdings Ltd

@StocktwitsPolls Warsh will never raise rates now. Especially before midterms and especially not to do anything against his boss right now.

Shultzy

StockTwits for iOS

 Warsh will never raise rates now. Especially before midterms and especially not to do anything against his boss right now.

Joe Bossey

@StocktwitsPolls puppet does as puppet is told😯

Forwardsplit3

@StocktwitsPolls how are 15% on cut? 😂 

2/3’s odds hold rates steady and that’s exactly what will happen (1/3 odds .25 rate hike).  Warsh doesn’t want to raise rates. No August meeting, so there is a long break until September where odds currently favor a rate hike.  A lot of time for anything to change until then.

 how are 15% on cut? 😂 

2/3’s odds hold rates steady and that’s exactly what will happen (1/3 odds .25 rate hike).  Warsh doesn’t want to raise rates. No August meeting, so there is a long break until September where odds currently favor a rate hike.  A lot of time for anything to change until then.

@StocktwitsPolls will you stop forcing your polls on me? I dont care!

albionagsh

Yusa Yusuf

 will you stop forcing your polls on me? I dont care!

Paul meaden

@StocktwitsPolls Cut this time around isn&#39;t even in the equation.  
 
A hike still has a puncher&#39;s chance. 
 
So many of us like S&amp;G were poor boys once, well sans Potus. 
 
https://www.youtube.com/watch?v=sstgcbGsew0

Simon & Garfunkel performing "The Boxer" live in Paris Listen to Simon & Garfunkel: https://SimonAndGarfunkel.lnk.to/listenYD Subscribe to the official Simon & Garfunkel YouTube Channel: https://SimonAndGarfunkel.lnk.to/subscribeYD Follow Simon & Garfunkel: Facebook: https://SimonAndGarfunkel.lnk.to/followFI Website: https://SimonAndGarfunkel.lnk.to/followWI YouTube: https://SimonAndGarfunkel.lnk.to/subscribeYD Spotify: https://SimonAndGarfunkel.lnk.to/followSI Lyrics: I am just a poor boy Though my story's seldom told I

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Paul Simon - The Boxer (Live From Paris)

 Cut this time around isn't even in the equation.  
 
A hike still has a puncher's chance. 
 
So many of us like S&G were poor boys once, well sans Potus. 
 


Early Riser

@StocktwitsPolls 1 hike after dems win midterms, nothing before that

 1 hike after dems win midterms, nothing before that

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.