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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 as investors react to a combination of weaker-than-expected margins and a significant increase in capital expenditure. The community is sharply divided, with many traders capitalizing on the selloff through short positions while long-term bulls debate whether this represents a structural pivot or a classic buying opportunity.

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 Inc. (GOOGL) is trending following an earnings report that highlighted strong cloud growth and an aggressive increase in AI infrastructure spending, which has triggered debate among investors regarding near-term profitability versus long-term growth. The community is actively discussing whether the company's significant capital expenditure is a necessary investment for AI leadership or an overreach that pressures cash flow.

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 currently trending as investors debate the sustainability of its valuation and high share dilution risks, with active community discussion focused on upcoming insider lock-up expirations and the stock's recent decline below its IPO price. Many traders are closely monitoring a key Starship test flight as a potential catalyst, while others remain cautious, waiting for lower price points before initiating long positions.

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 experiencing significant volatility and negative sentiment ahead of its upcoming earnings call as investors express frustration over the extended timeline to mass production and the recent revision of milestones with partner Volkswagen. Community discussion is heavily divided between long-term bulls highlighting potential new verticals in AI data centers and defense, and a vocal contingent of bears pointing to the lack of commercial revenue and the risk of further share price degradation.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is facing market volatility despite strong earnings, as investors scrutinize the company's aggressive, record-breaking capital expenditure on AI infrastructure. The community remains divided between long-term bulls who view the spending as necessary to secure dominance in the next tech cycle and cautious traders concerned about the immediate impact on free cash flow.

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 facing heightened scrutiny from a U.S. Senate investigation into alleged Chinese influence over its marketplace, compounding market volatility ahead of upcoming earnings. While investors continue to debate the long-term impact of heavy AI-related capital expenditures, community sentiment remains split between those loading shares during drawdowns and others expressing frustration over the stock's multi-year rangebound performance.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Invesco QQQ Trust is facing intense downward pressure driven by earnings volatility in major tech names like Alphabet and Tesla, as well as broader macro concerns regarding rising oil prices and bond yields. The community is actively debating whether the current sell-off represents a temporary correction or the end of the AI-fueled market rally, with many traders focusing on key support levels while attempting to navigate the high volatility.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors aggressively position for its upcoming earnings release, with many viewing the company as a key infrastructure play in the AI supercycle. The community is actively debating the stock's long-term potential and recent price action, with significant focus on recent insider buying and bullish flow in the options market ahead of the official report.

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 is trending as investors digest a strong double-beat earnings report that highlights robust enterprise AI adoption and significant recurring revenue growth, helping to challenge broader concerns about the health of the SaaS sector. While some market participants remain cautious regarding guidance and margin pressures, the community is actively debating the company's long-term competitive positioning in the AI-driven enterprise landscape.

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 trending following a significant earnings turnaround and positive forward guidance, fueling investor confidence in a strong second half of the year. The community is actively debating the stock's future amid potential strategic partnerships, the impact of government contracts for high-strength steel, and ongoing volatility driven by heavy short interest.

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$SMCI revenue diversification. &quot;Preparing for next generation Nvidia, AMD GPU/CPU, Intel, and ARM AGI CPU, and others&quot;.  SMCI is much better positioned than $DELL and $HP in this AI era but current market cap of SMCI is still only a fraction of that for DELL.

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Lori Michaud

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Super Micro Computer Inc

Dell Technologies Inc

Helmerich & Payne, Inc.

 revenue diversification. "Preparing for next generation Nvidia, AMD GPU/CPU, Intel, and ARM AGI CPU, and others".  SMCI is much better positioned than 

 in this AI era but current market cap of SMCI is still only a fraction of that for DELL.

calm water

@calmwater2000 18 months of waking nightmare for me in SMCI but man I hope this push now will put all of mgmt&#39;s stupidity in the rear view. Ready for some winning with SMCI!

BROH

Tom Joad

 18 months of waking nightmare for me in SMCI but man I hope this push now will put all of mgmt's stupidity in the rear view. Ready for some winning with SMCI!