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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

Meta is experiencing significant downward pressure as market participants rotate capital into other sectors and express skepticism regarding the company's aggressive AI capital expenditure strategy. Despite the volatility and frustration from retail investors over the recent price erosion, some analysts and community members view the dip as a potential entry point for a quality, cash-generating business trading at a modest valuation.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Hewlett Packard Enterprise is trending after reporting record quarterly results and significantly raised full-year guidance, driven by surging demand for AI infrastructure and cloud server solutions. The community is actively debating whether the stock's parabolic move resembles previous market bubbles or marks a genuine structural shift, with many investors highlighting supply constraints and record backlogs as key factors supporting the rally.

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 capturing significant market attention following an $80 billion capital raise for AI infrastructure, including a $10 billion investment from Berkshire Hathaway that signals long-term institutional confidence. While some investors express concern over potential share dilution and heavy capex spending, the community is actively debating the company's competitive standing in the AI arms race and its strategic positioning in cloud and quantum computing.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors weigh its massive AI capital expenditure plans and potential share dilution against a new $5 billion joint venture with Blackstone to expand AI compute infrastructure. The community remains deeply divided between long-term bulls highlighting the company's dominant search, Waymo, and Gemini ecosystem, and bears concerned that high spending and share offerings signal a cooling AI hype cycle.

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 generating significant investor excitement as it approaches key technical levels, fueled by a high-profile partnership with NVIDIA and the highly anticipated Build developer conference. Community sentiment is deeply divided between long-term holders focusing on institutional accumulation and aggressive AI-driven product catalysts, and bearish traders warning of potential bull traps and valuation concerns.

Abivax SA engages in the sale, research, distribution, and development of biopharmaceutical products. It offers commercial and development products of anti-viral compounds and human vaccines. The commercialized products include vaccines for typhoid fever, meningococcus, and leptospirosis. The products under development include vaccines for chronic hepatitis B, ebola, and dengue virus. The company was founded by Philippe Pouletty on December 4, 2003 and is headquartered in Paris, France.

Abivax - ADR

ABVX is seeing significant volatility as market participants react to conflicting reports regarding potential acquisition interest from major pharmaceutical players like AstraZeneca and Eli Lilly. The community remains deeply divided, with some investors accumulating positions on dips in anticipation of a buyout, while others express skepticism over the frequency of takeover rumors and the stock's recent price swings.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is experiencing significant momentum and institutional accumulation as analysts highlight its pivotal role in the AI infrastructure stack, specifically regarding custom silicon, data center networking, and optical interconnects. Investors are actively debating the company's valuation and long-term potential for exponential growth as it solidifies its position as a primary partner for hyperscalers.

Lithium Americas Corp. engages in the development of the Thacker Pass project. It is focused on advancing Thacker Pass to production it is located in northern Nevada. The company was founded on January 23, 2023 and is headquartered in Vancouver, Canada.

Lithium Americas Corp (NewCo)

Lithium Americas Corp

Lithium Americas (LAC) is seeing heightened investor interest and increased volume as the market reacts to the project's strategic status as a national security asset supported by federal government investment and progress at the Thacker Pass site. Community discussions reflect a mix of long-term conviction regarding its role in the domestic energy supply chain and frustration over recent price volatility, with traders actively debating technical breakouts and the impact of broader lithium sector rotations.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is seeing intense community debate and volatility as investors weigh exceptionally strong year-over-year revenue growth and solid earnings against a potential sell-the-news reaction. Traders are closely monitoring the stock as a core play on AI infrastructure and hyperscaler buildout, with many viewing current price dips as strategic buying opportunities ahead of upcoming quarterly results.

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 heightened volatility as investors grapple with uncertainty surrounding the potential SpaceX IPO and speculation about a deeper corporate integration between the two entities. While some community members are using the pullback to accumulate shares, others are actively debating whether the stock is overvalued or if the current price action is simply a result of capital rotating out of Tesla to chase emerging opportunities in the space and robotics sectors.

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$F Ford’s containers carry more energy per unit than a standard Megapack, but $TSLA  dominates in proven deployment &amp; software. $EOSE targets longer-duration niches at potentially lower cost. 
This is now an energy infrastructure stock, specifically for grid and datacenter, enterprise. This will keep climbing into the hot summer months, the market will front run this, like they have $TSLA . This is now in the the trading category of $BE $CEG Duke Energy , GE, etc. I am long $F Energy does 25-30+ likely before their earnings. And stays there or goes higher, with more earnings beats, like the last one.  
Full Ford Energy announcement: 
https://www.fromtheroad.ford.com/us/en/articles/2026/introducing-ford-energy 
With record heat coming, grid-scale storage demand should accelerate sharply.  
Ford Q1 2026 Earnings ) 
Results: 
    Revenue: $43.3 billion actual vs $42.96 billion expected (Beat) 
    Adjusted EPS: $0.66 actual vs $0.19 expected (Massive Beat of +247%) 
    Adjusted EBIT: $3.5 billion actual vs ~$1.26–1.5 billion expected (Big Beat)

Curt Reynolds

ThatTrendingTrader

M Kim

Ford From the Road

Introducing Ford Energy

$F Ford Energy vs $TSLA vs $EOSE – Energy Storage Comparison 
With NOAA forecasting an 82% chance of a strong El Niño this summer — expected to be one of the hottest on record — power demand (especially AC usage) will spike significantly higher in summer than winter, putting massive strain on the grid. 
$F just launched Ford Energy, making containerized battery systems for utilities, data centers, &amp; industrial customers. First deliveries: late 2027. 
Quick Comparison (per container, at full power, assuming ~2 kW average home peak load during extreme heat): 
 
Ford Energy DC Block 
– FE-250 (2-hour): 5.45 MWh → powers ~1,360 homes for 2 hours 
– FE-450 (4-hour): 5.45 MWh → powers ~680 homes for 4 hours 
Tesla Megapack (standard 2-hour version) 
– ~3.9 MWh → powers ~900–1,000 homes for 2 hours 
EOSE (zinc-based, longer duration focus) 
– Smaller per-unit capacity → typically powers 200–400 homes for 4–8+ hours (designed for longer-duration )

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Ford Motor Co

Eos Energy Enterprises Inc - Ordinary Shares - Class A

nomada

Bloom Energy Corp - Ordinary Shares - Class A

Constellation Energy Corp

 Ford’s containers carry more energy per unit than a standard Megapack, but 

  dominates in proven deployment & software. 

 targets longer-duration niches at potentially lower cost. 
This is now an energy infrastructure stock, specifically for grid and datacenter, enterprise. This will keep climbing into the hot summer months, the market will front run this, like they have 

 . This is now in the the trading category of 

 Energy does 25-30+ likely before their earnings. And stays there or goes higher, with more earnings beats, like the last one.  
Full Ford Energy announcement: 


 
With record heat coming, grid-scale storage demand should accelerate sharply.  
Ford Q1 2026 Earnings ) 
Results: 
    Revenue: $43.3 billion actual vs $42.96 billion expected (Beat) 
    Adjusted EPS: $0.66 actual vs $0.19 expected (Massive Beat of +247%) 
    Adjusted EBIT: $3.5 billion actual vs ~$1.26–1.5 billion expected (Big Beat)

@macrossluvsrobotech  Ford hasn’t sold one thing yet and will not for another two-years.  Will they get there? Maybe!  They repurposed a plant for storage as their cars went Kaput!

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  Ford hasn’t sold one thing yet and will not for another two-years.  Will they get there? Maybe!  They repurposed a plant for storage as their cars went Kaput!