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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently experiencing significant downward pressure as market participants debate its valuation and future growth prospects, with many traders closely watching the critical 300 support level. The community remains deeply polarized, with bulls looking for a bounce based on long-term AI and robotics potential, while bears are aggressively shorting the stock amid concerns over poor quarterly results and broader economic headwinds.

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 facing significant selling pressure amid broader concerns over AI infrastructure project delays and regulatory hurdles, while investors remain split between taking profits from the stock's massive long-term gains and buying what they view as a dip ahead of upcoming earnings. Community sentiment is deeply divided, with many traders debating whether the pullback represents an institutional shakeout of retail investors or a fundamental shift in the stock's AI-driven growth narrative.

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 seeing heavy volatility as investors weigh a strong earnings beat and positive guidance against broader macro-driven semiconductor weakness and concerns over AI-related capital expenditures. The community is sharply divided, with many retail traders accusing market makers of manipulation while others view the pullback as a buying opportunity given the company's recent operational progress.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeed is experiencing significant volatility driven by intense speculative trading and reports of extreme short interest, with retail investors closely monitoring the stock for potential short-squeeze activity. The community is actively debating the stock's future amid polarizing catalysts, ranging from a new data center solutions initiative and partnerships with GE Aerospace to concerns over dilution and manufacturing underutilization.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is under intense pressure as geopolitical tensions and a cooling broader materials sector drive a sell-off, with community sentiment split between frustration over broken support levels and long-term conviction regarding its strategic role in the U.S. defense supply chain. Investors are actively debating the significance of recent export control lists and executive orders while monitoring insider buying, which some see as a signal of a near-term bottom.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors monitor its resilience and potential role as a defensive market leader amidst broader tech sector volatility and speculation regarding its AI hardware strategy. Community sentiment remains sharply divided between those viewing the stock as a stable cash-flow powerhouse and skeptics who feel the price action is heavily manipulated.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing significant investor volatility and skepticism, with the community actively debating whether a multi-billion dollar government contract is enough to overcome concerns regarding high debt levels and aggressive AI infrastructure spending. While some traders view the current stock price as an oversold opportunity supported by long-term enterprise demand, others express deep frustration over the persistent downward pressure and the perceived lack of communication from leadership.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing significant volatility as investors react to escalating geopolitical tensions in the Middle East, ongoing trade tariff rhetoric, and apprehension ahead of upcoming economic data. The community remains deeply divided, with many traders pivoting between aggressive short positions on rally attempts and those searching for signs of a technical bounce at critical support levels.

Direxion Shares ETF Trust - Direxion Daily TSLA Bull 2X ETF

Direxion Daily TSLA Bull 2X Shares

TSLL is drawing heavy investor attention as community members debate the impact of Tesla's volatile price action, with some viewing the current pullback as a prime accumulation opportunity while others warn of the risks associated with leveraged decay. The sentiment remains polarized between those betting on long-term technological catalysts and traders actively scalping the daily swings amidst intense options market activity.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is facing significant downward pressure as investors react to a negative CHMP opinion from the European Medicines Agency regarding their application for arimoclomol. While the community is actively debating the impact of this regulatory setback versus the company's established U.S. revenue and cash position, many are looking toward the upcoming re-examination process to determine if the path to European approval remains viable.

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$FSLR Serious value here at 13x earnings and 13x FCF. FPE is 8. ROE is 18 ½%.

sam_peper

Mark Giuliano

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First Solar Inc

 Serious value here at 13x earnings and 13x FCF. FPE is 8. ROE is 18 ½%.