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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 trending following its Q4 earnings, which saw the company exceed lowered analyst expectations despite a year-over-year decline in revenue and profits. Community discussion is sharply divided between bulls touting future innovations like Optimus and xAI investment, and bears emphasizing the deteriorating core auto business and questioning the stock's high valuation.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

The company is trending following strong earnings and optimistic revenue guidance, which has ignited a massive after-hours rally and short squeeze. However, community conversation is sharply divided as investors weigh the significant increase in capital expenditures for AI infrastructure against the core advertising business's continued strength.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending after its latest earnings report, which, despite a solid revenue and EPS beat driven by cloud and AI demand, saw a stock dip due to heightened capital expenditures on AI infrastructure and a slight moderation in Azure growth. The community is sharply divided, with some calling it an overreaction and a buying opportunity, while others express concern over the immediate profitability of AI investments.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Gold (GLD) is relentlessly pushing to new all-time highs, fueled by escalating concerns over US dollar debasement and geopolitical instability. The community is actively debating its parabolic rise, with many declaring it the ultimate safe haven while others warn of its "meme stock"-like volatility and potential for a sharp correction.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending after securing a $1.6 billion federal financing and a $1.5 billion private placement, yet the immediate market reaction has been a sharp sell-off as investors grapple with significant dilution concerns and allegations of manipulative profit-taking by insiders. The community is debating whether the long-term strategic importance of rare earths and direct government backing outweighs the current volatile price action.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending following a Gotham City Research short report alleging significant earnings overstatements and undisclosed reliance on related parties to absorb losses, sparking intense community discussion about potential fraud and its S&P 500 inclusion. Many view this as long-awaited exposure, while others suggest it's a strategic short-seller play, prompting a split in sentiment regarding the stock's resilience.

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 after reporting strong earnings that beat top and bottom-line expectations, raising guidance, and authorizing an additional $5 billion for share repurchases, alongside an expanded AI partnership with Anthropic. While many in the community are buying the dip, viewing it as an oversold leader in enterprise AI workflows, others express frustration over the stock's post-earnings decline amid broader negative sentiment towards the SaaS sector.

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 amid high anticipation for its February Eagle Line inauguration and earnings report, with the community actively speculating on potential OEM announcements and the company's solid-state battery technology reaching commercialization. Despite past volatility, investors are focused on these near-term events as pivotal to its future.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending following an institutional capital raise to fund preparations for its upcoming Phase 3 MASH trial, which bullish investors view as a de-risking move that strengthens the company's position for a potential partnership or buyout, while others are concerned about dilution at a discount.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is drawing significant attention for its massive investment in Singapore to meet AI-driven memory demand, a catalyst reinforced by strong competitor earnings that signal a multi-year industry supercycle. The community is keenly discussing its comparatively low valuation despite rapid growth and critical role in the burgeoning AI infrastructure.

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