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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 and widespread investor skepticism following a lackluster earnings report and broader concerns over AI capital expenditure. The community is deeply polarized, with bears pointing to bearish technical breakdowns and executive controversies, while bulls are actively debating whether current levels represent a long-term accumulation opportunity or a value trap.

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 seeing intense market volatility and heavy short interest as investors react to a recent collaboration with GE Aerospace and a strategic pivot toward data center solutions. Community discussion remains polarized, with some traders betting on a significant short squeeze due to high short float, while others express frustration over lingering concerns regarding production capacity, dilution, and the company's past financial restructuring.

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 strong earnings and AI demand against broader concerns regarding rising capital expenditures and macroeconomic pressures. The community remains deeply divided, with some traders viewing the current pullback as a manipulation-driven buying opportunity while others warn of a broader correction in overvalued semiconductor stocks.

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 trending as investors react to China's recent inclusion of the company on its export control list, a move aimed at tightening access to critical dual-use materials. The community remains divided, with some viewing the geopolitical pressure as a long-term validation of the firm's strategic importance for U.S. defense and supply chain independence, while others express frustration over recent stock volatility and the ongoing pressure from short sellers.

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

Direxion Daily TSLA Bull 2X Shares

Direxion Daily TSLA Bull 2X Shares is trending as traders debate the viability of a rebound following significant price swings and technical volatility in the underlying Tesla stock. The community is actively discussing the impact of leverage-related decay, potential reverse splits, and whether recent price levels represent a bottom-fishing opportunity or a value trap.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is experiencing heightened volatility and community debate as investors navigate a heated proxy battle with the former CEO and track progress on Project Matador. While the stock has seen significant price swings, discussion is primarily focused on the impending announcement of an anchor tenant and the potential for a major re-rating once the company achieves its infrastructure development milestones.

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

Planet Labs is currently facing significant selling pressure as investors digest a large stock offering while navigating broader sector-wide volatility linked to the recent SpaceX market debut. Despite the pullback, the community remains divided, with some investors highlighting the company's strong revenue growth and long-term satellite data moat, while others express frustration over management's decision to dilute shares during a turbulent time for space stocks.

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 intense downward pressure as investors grow skeptical of its lofty valuation and potential dilution ahead of upcoming share lock-up expirations. While bulls remain focused on the anticipation surrounding the Starship test flight, the broader community is actively debating the stock's fundamental overvaluation and the viability of Musk's long-term space ambitions.

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 trending as investors digest the negative CHMP opinion on its lead drug arimoclomol, triggering a sharp sell-off despite the company's plan to request a formal re-examination. While the community is debating whether the rejection stems from regulatory hurdles or presentation issues, many long-term holders are highlighting the company's U.S. revenue, cash position, and ongoing pipeline assets as reasons to potentially buy the dip.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is experiencing significant volatility as investors brace for a critical FDA advisory committee meeting evaluating the potential inclusion of several popular peptides on the 503A bulk drug substances list. While bullish sentiment centers on the potential for expanded growth avenues in telehealth and regenerative medicine, the stock is also facing aggressive short-selling pressure and intense debate among market participants regarding the regulatory outcome and its impact on the company's long-term business model.

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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 
 


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$PYYX fine find anthropogenic, added 1% position in my cash account, 5% in my Roth ira, none in 401k. Comes out to about a 0.5% position overall.  
 
Just looking at the debt profile, revenue, profit margin, and free cash flow, I think it&#39;s an insanely good setup to go 2 - 5x over the next 3 years without any growth whatsoever. But I have a feeling it probably won&#39;t rerate until the long-term debt is refinanced, and if I were management, I would be waiting until late 2026 or early 2027 when interest rates are expected to be lower. The biggest rub is it&#39;s tobacco, and the regulatory risk is not immaterial, especially with the minimum liquidity. 
 
Sharing is caring, thanks again for this pearl.

Brad Thompson

@TenFolds  
As I try to practice intellectual humility, rather than the norm--human arrogance, I thank you for the explanation. I will take a look. 
 
If you want ultra low liquidity, try my largest position, which I have doubts about. I&#39;ve done good on it the two years I&#39;ve had it, but not excellent, at least not yet. Gradually easing out of some of it into faster tickers. 
 
With elevated tobacco prices, PYYX (not accurately updated by Stocktwits) is slowly paying down their substantial debt, though it is more than covered by their inventory, accounts receivable, etc. So price $3.45 / book value $5.93. 
 
Their upcoming quarterly report documents the second half of their slower half of the year, when they pay for tobacco to process, as opposed to their sales half of the year, with much better numbers. 
 
Possible takeover target by big tobacco? One investor analyst said if they keep paying down debt, it could eventually 15x, or more. Why? 
 
Freakishly low P/S ratio of (NOT a typo): 000.034

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PYXUS INTL INC.

 fine find anthropogenic, added 1% position in my cash account, 5% in my Roth ira, none in 401k. Comes out to about a 0.5% position overall.  
 
Just looking at the debt profile, revenue, profit margin, and free cash flow, I think it's an insanely good setup to go 2 - 5x over the next 3 years without any growth whatsoever. But I have a feeling it probably won't rerate until the long-term debt is refinanced, and if I were management, I would be waiting until late 2026 or early 2027 when interest rates are expected to be lower. The biggest rub is it's tobacco, and the regulatory risk is not immaterial, especially with the minimum liquidity. 
 
Sharing is caring, thanks again for this pearl.

Henry Patrick

@TenFolds  
You went long at the right time of year, during their seasonal sales slump (and away from quarterly reports). PPS tends to be lower now.  
  
If you want more, place a GTC order near the bid, and wait for impatient sellers to come to you. Nice discounts may be had for the patient, if one is not too picky on timing and quantity.  
  
This raw material indicator typically lags, so let me know if you find something more current. 
 
My guess it is extra laggy now due to federal budget /  staff cuts? Who knows if or when monthly price reports will resume for this sector. Fed site says update tomorrow: 
 
https://fred.stlouisfed.org/series/PCU31223031223001 
 
This site presumably just copies the Fed site: 
https://ycharts.com/indicators/us_producer_price_index_tobacco_manufacturing_unstemmed_leaf_redried_before_packing 
 
Cheers.

Steve Johnson

Graph and download economic data for Producer Price Index by Industry: Tobacco Manufacturing: Tobacco, Unstemmed Leaf, Redried Before Packing (PCU31223031223001) from Dec 2003 to Sep 2025 about tobacco, manufacturing, PPI, inflation, industry, price index, indexes, price, and USA.

Stlouisfed

Producer Price Index by Industry: Tobacco Manufacturing: Tobacco, Unstemmed Leaf, Redried Before Packing

Ycharts

  
You went long at the right time of year, during their seasonal sales slump (and away from quarterly reports). PPS tends to be lower now.  
  
If you want more, place a GTC order near the bid, and wait for impatient sellers to come to you. Nice discounts may be had for the patient, if one is not too picky on timing and quantity.  
  
This raw material indicator typically lags, so let me know if you find something more current. 
 
My guess it is extra laggy now due to federal budget /  staff cuts? Who knows if or when monthly price reports will resume for this sector. Fed site says update tomorrow: 
 


 
 
This site presumably just copies the Fed site: 
