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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 intense downward pressure following an earnings report that highlighted rising operating expenses and a significant miss on profitability, fueling debates over its valuation and the feasibility of its aggressive AI and robotics spending. While some traders are aggressively shorting the stock, others are treating the sharp decline as a long-term entry point for what they view as a transformative future company.

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 facing downward pressure despite a strong earnings beat as investors react to the company's aggressive, multi-year AI infrastructure spending, which has fueled concerns over near-term margin impact and cash burn. While the community remains divided, many investors are framing the dip as a potential buying opportunity, betting on the long-term competitive moat and massive cloud revenue growth rather than short-term capital expenditure optics.

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 trending as investors react to a recent earnings update, focusing on the company's strategic pivot toward AI data centers and aerospace alongside its core EV battery technology. The community is actively debating the significance of a revised milestone payment structure with Volkswagen and the long-term viability of the company's commercialization timeline.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is facing downward pressure as investors scrutinize a significant increase in capital expenditure guidance aimed at scaling AI infrastructure, despite the company posting strong revenue and cloud growth. The market remains focused on the long-term return on investment from this massive AI spend, with many in the community debating whether this pullback represents a generational buying opportunity or a warning sign of an overextended AI infrastructure cycle.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is facing significant downward pressure and extreme volatility as investors express frustration over its 52-week lows and sluggish price action ahead of upcoming earnings. While bearish sentiment is fueled by concerns over competitive saturation and potential international regulatory headwinds, many in the community are actively accumulating shares, viewing the current valuation as a generational buying opportunity based on strong brand fundamentals and the potential for a short squeeze.

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 ($SPCX) is facing intense selling pressure as investors grapple with significant valuation concerns and anticipation of upcoming share lockup expirations. Community sentiment is deeply polarized, with many retail traders highlighting extreme volatility and bearish technical patterns while proponents continue to point to the company's long-term potential and upcoming high-profile rocket test launches.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is facing significant investor skepticism as the stock struggles with a decade of stagnant performance, leading to vocal demands for a major corporate shake-up or a potential breakup of its various business units. Despite recent excitement surrounding box office hits like Toy Story 5 and ongoing park activity, the community remains divided over management's long-term strategy and the impact of the company's streaming pivot on overall profitability.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is rallying as investors weigh management's optimistic second-half outlook against ongoing speculation regarding a potential strategic partnership with POSCO. While the community remains divided over management's execution and high debt levels, bullish sentiment is being fueled by expectations of a stronger steel cycle and the companys indispensable role in domestic defense and infrastructure projects.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending due to escalating geopolitical tensions in the Middle East, specifically reports of U.S. service member casualties and continued disruption of maritime traffic in the Strait of Hormuz. Investors are actively discussing the potential for a prolonged conflict and supply chain shocks, with the community closely tracking oil price volatility and government response strategies.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

The Energy Select Sector SPDR Fund (XLE) remains a focal point for investors as geopolitical tensions in the Strait of Hormuz continue to impact energy supply chains. Market participants are closely watching the conflict's effect on global inventories and refining margins, with ongoing community discussion centered on whether current price movements adequately reflect the structural supply risks.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

Microsoft Corporation

NVIDIA Corp

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My favorite stocks for H2 - $NOW $PATH $FIG $GTLB $PD - In H1, we have seen massive gains for semiconductors and memory companies.  The tide is turning and these software companies are cash flow positives and have very well integrated AI into their businesses, businesses that are not impacted by colossal software companies.

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ServiceNow Inc

UiPath Inc

Figma

Gitlab Inc

Pagerduty Inc

 - In H1, we have seen massive gains for semiconductors and memory companies.  The tide is turning and these software companies are cash flow positives and have very well integrated AI into their businesses, businesses that are not impacted by colossal software companies.