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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 facing significant downward pressure following mixed earnings results where strong revenue growth was offset by a notable EPS miss and compressing margins. Investors are actively debating the company's aggressive shift toward AI and robotics infrastructure against the reality of narrowing profitability and mounting capital expenditure concerns.

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

Alphabet is seeing massive volatility despite reporting record-breaking earnings, as the market prioritizes concerns over the company's aggressive and accelerating AI capital expenditure plans. While the community remains divided, investors are hyper-focused on the company's ability to maintain its cloud growth momentum and the long-term profitability of its massive AI infrastructure investments.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow surged following a strong double-beat earnings report, where the company highlighted over $1 billion in annual contract value from AI products and raised its full-year outlook. The community is actively debating the company's role as an AI control layer for enterprises, weighing short-term market volatility against the long-term potential of its workflow automation platform.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is facing significant downward pressure and intense community scrutiny as investors brace for the upcoming lock-up expiration and share unlock, which many fear will flood the market with supply. The discussion is dominated by bearish sentiment, with community members debating the stock's valuation, potential merger speculation with Tesla, and the impact of upcoming launch events on its volatile post-IPO performance.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is under the spotlight as investors await clarity on how the companys massive, accelerating capital expenditure in AI infrastructure and data centers will translate into long-term cloud revenue and sustainable profitability. While the community is debating whether Alphabet is effectively scaling its foundational AI capabilities or burning cash in a speculative arms race, discussion is heavily focused on how the results will validate or challenge the broader AI infrastructure trade.

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 heightened volatility and active community debate as investors parse cryptic management messaging and insider trading activity ahead of earnings. While supporters emphasize the long-term potential of its solid-state battery technology and key partnerships with Honda and Volkswagen, skeptics are expressing frustration over the lack of revenue, significant cash burn, and the slow pace of commercialization.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Invesco QQQ Trust (QQQ) is seeing intense community debate as investors parse mixed earnings from major tech constituents and navigate macroeconomic uncertainty regarding interest rates and rising energy costs. While some traders are positioning for a potential squeeze, many are focused on the aggressive capital expenditure guidance from hyperscalers as a primary catalyst driving current market volatility.

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 attracting significant trading activity as investors position themselves ahead of major Big Tech earnings, with the community actively debating whether hyperscaler capital expenditure will continue to fuel the semiconductor supercycle. While some participants express concern over valuation and geopolitical headwinds, bulls remain focused on the stock's role as the backbone of AI infrastructure and recent technical consolidation near key levels.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending as investors debate the potential revenue risks of restricting Google's AI data access against the long-term leverage the platform gains from its unique, human-generated content. While some community members fear a traffic decline, others view this standoff as a strategic negotiation tactic to secure higher licensing premiums for the company's valuable AI training assets.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is currently trending as investors weigh aggressive AI infrastructure spending and data center expansion against AWS growth potential, with recent news of executive departures and strategic partnerships fueling market interest. The community remains divided, with some investors accumulating shares as a long-term compounder while others express frustration over recent price consolidation and the significant capital expenditures required to maintain competitive dominance.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

$UURAF 
 
Everyone screaming “DoD will pay for everything!” clearly has no idea how expensive rare earth separation really is. 
 
Look at Solvay ($SLVYY): 
 
- 30+ years of REE experience 
 
- Complete separation plant in France 
 
- Already producing REE oxides 
 
👉 And still, they need 100M+ in cash just to ramp up production. 
 
Now compare that to $UURAF: zero revenue, no finished plant, earliest production mid-2026. 
Building the Louisiana facility will cost far more than people think. DoD support ≠ free ride. 
 
https://www.brusselstimes.com/1526515/belgian-chemical-company-solvay-launches-rare-earths-production-line-in-france

The goal is to contribute to European self-sufficiency in rare earth production and support green technologies.

Brusselstimes

Belgian chemical giant Solvay launches rare earths production line in France

$UURAF 

Don’t listen to the fool below me. The government money is not nearly enough. Big offering incoming

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$UURAF  
golden bullshit. 
 
I know solvay: old European firm that&#39;s been caught bribing officials, sued by New Jersey for evading cleanup of PFAS-tainted water, violating state pollution laws, and paid $74M+ in awards, including worker health claims like mesothelioma.  
 
Ucore: not an old European firm. US Defense  backed, RapidSX, accelerated solvent extraction; 3x faster reactions, scalable, lower costs. A laser-focused North American enterprise for advancing American foreign policy goals.  
 
Entry price looking good, could be another down day ahead before turn.

StockTwits Web

JuliusW

Ucore Rare Metals Inc.

SOLVAY S A Unsponsored ADR

 
 
Everyone screaming “DoD will pay for everything!” clearly has no idea how expensive rare earth separation really is. 
 
Look at Solvay (

): 
 
- 30+ years of REE experience 
 
- Complete separation plant in France 
 
- Already producing REE oxides 
 
👉 And still, they need 100M+ in cash just to ramp up production. 
 
Now compare that to 

: zero revenue, no finished plant, earliest production mid-2026. 
Building the Louisiana facility will cost far more than people think. DoD support ≠ free ride. 
 


@Golden_Bull_ Hey bro, let the bagholders be. Out of curiosity, what are you bullish about?

 Hey bro, let the bagholders be. Out of curiosity, what are you bullish about?

@Golden_Bull_ what if the rare earth separation was done in 1/3 the time on a smaller footprint and using less energy and can be operated by 1 person… would it be really expensive then? Because that’s the proprietary tech that UCore has…

Paulie Walnuts

J..H

Rednovember24

 what if the rare earth separation was done in 1/3 the time on a smaller footprint and using less energy and can be operated by 1 person… would it be really expensive then? Because that’s the proprietary tech that UCore has…

Bill

@Golden_Bull_ You must really be worried about a squeeze, aren&#39;t you? Close the short position and join the party, water is warm. Company has huge long-term potential.

 You must really be worried about a squeeze, aren't you? Close the short position and join the party, water is warm. Company has huge long-term potential.

Cronos McCronos

@bazaarstreet traded this stock the last few weeks, now waiting for correcting/offering, eyeing 1.69$ for reentry. Started a small position at $SLVYY

 traded this stock the last few weeks, now waiting for correcting/offering, eyeing 1.69$ for reentry. Started a small position at 

@Golden_Bull_ It cost them very little to construct Kingston, as well as run it.  Modular tech = copy and paste Kingston to Louisiana and replicate.  They&#39;ve been hoarding cash as well, and government just added $2B rare earth development commitment.  First train in phase 1 will cost $18M max, and that doesn&#39;t take into account the fact that a lot of R&amp;D and start-up inefficiencies are included in that figure based on Kingston.  Arguably it could cost as low as $11.5M per train, so $46M for total Phase 2 plant.  They&#39;ve given themselves leeway and estimated the value of the plant at $80M, but that includes employee facilities and updates to the loading dock most likely.

Bigshiftyoldude

 It cost them very little to construct Kingston, as well as run it.  Modular tech = copy and paste Kingston to Louisiana and replicate.  They've been hoarding cash as well, and government just added $2B rare earth development commitment.  First train in phase 1 will cost $18M max, and that doesn't take into account the fact that a lot of R&D and start-up inefficiencies are included in that figure based on Kingston.  Arguably it could cost as low as $11.5M per train, so $46M for total Phase 2 plant.  They've given themselves leeway and estimated the value of the plant at $80M, but that includes employee facilities and updates to the loading dock most likely.

@Golden_Bull_ we have a ignorant asshole on board 
https://stocktwits.com/Golden_Bull_/message/626856187

 we have a ignorant asshole on board 
https://stocktwits.com/Golden_Bull_/message/626856187

Pepe .

@Golden_Bull_ 
‘The La Rochelle plant has been active since 1948…’
‘Some of the equipment and expertise required for the new production line were already available at the site, explained Solvay CEO Philippe Kehren’

Doesn’t sound modern, nor can I believe they are using ground breaking technology at all.

Incidentally,  many US and Canadian plants are knocked down after 20 years because they are inefficient.

 
‘The La Rochelle plant has been active since 1948…’
‘Some of the equipment and expertise required for the new production line were already available at the site, explained Solvay CEO Philippe Kehren’

Doesn’t sound modern, nor can I believe they are using ground breaking technology at all.

Incidentally,  many US and Canadian plants are knocked down after 20 years because they are inefficient.