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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

Teslas confirmed Cybercab launch event, featuring a purpose-built autonomous vehicle without a steering wheel or pedals, is driving attention alongside reports of expanding unsupervised Robotaxi activity in Austin. Traders are divided between bullish expectations for an autonomy-driven breakout and skepticism that the event will amount to hype followed by a sell-the-news reaction, with heavy short-dated options activity adding volatility.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Grand Theft Auto VI leaks and the Netflix extended gameplay preview are driving attention, with traders debating whether the footage signals quality, performance, monetization, or delay risks. Others argue the leaks are outdated and that the scheduled launch and strong demand thesis remain intact, creating a sharp buy-the-dip versus bearish selloff debate.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Persistent weakness in Alphabet shares has sparked debate over whether heavy AI capital spending, regulatory pressure, and competition from Meta and other AI providers are eroding the companys search and advertising moat. Bulls point to Googles Gemini, TPU, cloud, and advertising businesses as long-term strengths, while bears remain focused on falling technical momentum and uncertain returns on AI investment.

Alphabet Inc - Ordinary Shares - Class C

Alphabets expanded custom-chip partnership with Marvell for its TPU ecosystem is drawing attention, but traders remain skeptical as the shares continue to lag amid concerns over heavy AI infrastructure spending, intense model competition, and reduced buybacks. The community is split between viewing the weakness as an undervalued buying opportunity and expecting further downside.

Corvex, Inc. is an AI cloud computing company, which specializes in GPU-accelerated infrastructure for AI workloads. Its products include GPU Clusters, Confidential Computing, Inference as a Service and GPU Node. The firm offers solutions include AI model builders, enterprises, federal and sovereign solutions. The company was founded by Seth Mitchell Demsey, Jay Crystal on October 21, 2024 and is headquartered in Arlington, VA.

Corvex Inc.

Movano Inc

A multi-year agreement to provide NVIDIA Blackwell GPU clusters and related AI infrastructure has driven attention, with traders viewing it as a major shift toward data-center and AI exposure. Bullish discussion centers on the perceived low float and potential short squeeze, while skeptics highlight the discounted private placement, dilution risk, and uncertain execution.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A strong quarterly earnings beat and better-than-expected forward guidance sparked an initial rally, followed by a sharp, high-volume reversal. Traders largely attribute the selloff to profit-taking, options activity, and renewed interest-rate concerns, while bulls argue that Affirms growth and profitability remain intact; bears cite valuation and rising consumer-credit risk.

Seeker is building a decentralized mobile ecosystem designed to challenge entrenched mobile incumbents through its TEEPin network architecture and community governance. It aims to solve the pain points of centralized app store gatekeeping, lack of developer freedom, and restricted user access to crypto applications. The vision is to create a community-owned platform with decentralized governance, no gatekeepers, direct developer-user access, and TEEPin security architecture.

Seeker

Exchange-listing momentum, including reported Upbit, Coinbase, and Crypto.com availability, is driving Seekers sharp rally and unusually high trading volume. Traders are broadly bullish on the Solana Mobile ecosystem, airdrop, and staking utility, though others warn of profit-taking, staking unlock pressure, and a potential pump-and-dump reversal.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

Hawkish Federal Reserve commentary from the Jackson Hole symposium and rising rate-hike expectations are driving a broad fintech selloff and renewed pressure on SoFi. Traders are divided between bearish investors citing interest-rate sensitivity and volatility, and dip-buyers arguing that managements guidance already accounts for potential hikes and that the weakness is an opportunity.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

SpaceX IPO-related capital rotation and a broader selloff in space stocks have driven Planet Labs sharp decline, with traders also pointing to the companys ATM dilution and limited management communication. The community is split between bears expecting further weakness and dip buyers who view the stock as oversold and are looking to the next earnings report and potential contracts for a catalyst.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Ongoing US-Iran tensions and uncertainty over Strait of Hormuz shipping are driving attention, with traders linking higher oil prices to fuel-cost and travel-demand pressure on Carnival. The community is divided between bears expecting further weakness and bulls who view the selloff as temporary, citing resilient bookings, debt reduction, buybacks and dividend reinstatement as support for the long-term case.

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$ARKVX $ARKX $RONB $SPY $TSLA 
Someone that actually knows what they’re doing and listen to their engineers and physicists will surely pass up Felon, long before that happens. 
SPACEX’ll be the BlackBerry of the Rocket / Space Industry.

Steven Mendez

$ARKX $TSLA $RONB $ARKVX $SPY SpaceX could be worth $10-$30 trillion in a decade or two. It&#39;s like buying the British or Dutch East India Trading Companies in the 20th century. They were massive monopolies that controlled half of global trade.  
 
SpaceX&#39;s potential to reach a $10+ trillion valuation rests on its monopoly in low-cost space access, the massive global scaling of its Starlink internet, and emerging off-world enterprises like space-based AI data centers.  
 
Controlling the physical infrastructure of the final frontier will justify the unprecedented valuation. And a $1.25-$1.5 trillion IPO listing for SpaceX will be considered peanuts over the long run.

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Someone that actually knows what they’re doing and listen to their engineers and physicists will surely pass up Felon, long before that happens. 
SPACEX’ll be the BlackBerry of the Rocket / Space Industry.

Impeccablly Unique Insights

@Ermergerd @SamsonStreet make sure you short it on ipo day. I like $$

Justin Samson, CIO

 make sure you short it on ipo day. I like $$

Larry

Duro Calie

$TSLA  $TSLQ  $NASA $NDAQ  $QQQ  $DOW  $SPCE @SamsonStreet  
It’s like watching a toddler scrape out their first masterpiece with all of you ignorant Tesla fanboys.
The macaroni-art level analysis you’re so proud of is cute, in the sense you think life is a movie and Elon Musk is Tony Stark here to save Earth.
Yet it’s also undeniably pathetic; considering you, your cult and its leader believe you all know ‘more and better’ than the accumulative opinions of the world’s leading physicists and engineers.

The same dipchits that believe FSD is achievable without LiDAR (whilst possessing absolutely zero PHY nor ENG knowledge or background), also believe we live in an age where launch demand is in such capitalistic-free-market demand that it not need be tax-payer subsidized. 
(Which is the honey-hole of Elon’s grift (government subsidies &amp; grants)

Reminder: SpaceX(plode) Corpse 💀 is the same rocket-retart promising Mars by 2025… they’ve STILL YET TO EXIT LEO (LOWER EARTH ORBIT).

@YieldCraft @SamsonStreet will wait to spot the short but it’ll be there bud don’t you worry. You act like giant pops on IPO’s don’t offer juicy short opportunities, which they do EVERY TIME

 will wait to spot the short but it’ll be there bud don’t you worry. You act like giant pops on IPO’s don’t offer juicy short opportunities, which they do EVERY TIME

@Ermergerd @SamsonStreet ofcourse it’ll zig like every other stock. It’s the market. You act like SpaceX is destined for doom. 🍻

 ofcourse it’ll zig like every other stock. It’s the market. You act like SpaceX is destined for doom. 🍻

@YieldCraft @SamsonStreet 
With Elon at the helm, it surely is. 
You do understand they haven’t even left LEO yet, right?
We were supposed to have at least exploratory drones on Mars by last year…
Do you ever get tired of his lies?

 
With Elon at the helm, it surely is. 
You do understand they haven’t even left LEO yet, right?
We were supposed to have at least exploratory drones on Mars by last year…
Do you ever get tired of his lies?