Bill Cara Global Pulse Report: August 13, 2025

Quantum Computing and EV Infrastructure Lead Market Momentum

MARKET LEADERS

• Opendoor Technologies (OPEN) - $2.41: 2.38% daily (1 week +26.84%) - AT:37 INV:90 signals strong momentum reversal with institutional accumulation driving recovery from oversold levels - Proptech transformation gaining traction amid housing market stabilization - BUY - Target $3.20

• Quantumscape (QS) - $9.44: 6.42% daily (1 week +14.01%) - AT:49 INV:100 showing exceptional technical strength with breakthrough momentum - Solid-state battery technology milestone announcements catalyzing institutional interest - BUY - Target $12.50

• Plug Power (PLUG) - $1.66: -1.22% daily (1 week +13.70%) - AT:50 INV:20 reflecting tactical opportunity with strong short-term signals despite longer-term headwinds - Green hydrogen infrastructure investments accelerating globally - BUY - Target $2.10

• Rigetti Computing (RGTI) - $17.24: 6.42% daily (1 week +7.82%) - AT:49 INV:150 demonstrates powerful technical alignment with quantum computing breakthrough momentum - Federal quantum initiatives and enterprise partnerships driving institutional flows - STRONG BUY PHASE - Target $22.00

• Transocean (RIG) - $3.01: 2.38% daily (1 week -0.66%) - AT:50 INV:20 showing resilient offshore drilling demand with technical momentum building - Deep-water exploration contracts strengthening amid energy security focus - BUY - Target $3.75

SECTOR ROTATION THEMES

• Quantum Computing Revolution: Analysis featuring stocks like Rigetti Computing (RGTI) - $17.24: 6.42% (1 week +7.82%), leading breakthrough momentum in quantum processing capabilities amid accelerating federal investment and enterprise adoption cycles

• Electric Vehicle Infrastructure: Plug Power (PLUG) - $1.66: -1.22% (1 week +13.70%) and Joby Aviation (JOBY) - $17.79: -1.22% (1 week -6.02%), showing mixed signals as green infrastructure spending creates tactical opportunities despite valuation concerns

• Real Estate Technology: Opendoor Technologies (OPEN) - $2.41: 2.38% (1 week +26.84%), demonstrating proptech recovery with housing market normalization, creating operational leverage for technology-enabled real estate platforms

GLOBAL MARKET INSIGHTS

Regional Market Dynamics: Based on R-88 cross-market analysis, the technology and energy sectors are showing the strongest relative performance across major exchanges. Quantum computing and green infrastructure themes are gaining institutional momentum globally, with particular strength in North American markets. The healthcare sector is experiencing consolidation pressure with selective opportunities emerging.

Currency and Geographic Impacts: Dollar strength supports US technology exports while creating headwinds for multinational healthcare companies. Energy infrastructure investments are accelerating across developed markets, with a focus on quantum technologies and renewable integration, driving capital allocation shifts.

RISK ALERTS

• eToro Group (ETOR) - $47.94: -1.22% (1 week -14.83%) - AT:-43 INV:-37 showing severe technical deterioration with declining retail trading volumes and regulatory pressures mounting - AVOID

• Eli Lilly (LLY) - $660.49: 2.38% (1 week -11.51%) - AT:-1 INV:-147 reflecting institutional divergence despite pharmaceutical pipeline strength - Obesity drug competition intensifying - STRONG SELL PHASE

• Pinterest (PINS) - $35.78: -1.22% (1 week -8.49%) - AT:-1 INV:70 indicating technical weakness despite institutional support - Social media advertising headwinds persisting - TRIM/SELL