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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 seeing intense trading volume and sharp price volatility as investors debate the impact of a potential Middle East ceasefire and ongoing institutional skepticism. The community is deeply divided, with bulls pointing to long-term AI and infrastructure projects, while bears highlight significant inventory concerns and recent analyst downgrades.

Metals Royalty Co Inc. engages in the acquisition and management of critical metals and mineral royalties, streams, and other similar interests. The firm focuses on providing capital to support mineral security and independence in North America in support of accelerating domestic industry growth, including energy, defense and re-industrialization. It operates through Metal and Minerals, and Oil and Gas segments. The company was founded on October 27, 2022, and is headquartered in Calgary, Canada.

Metals Royalty Co Inc. (The)

The Metals Royalty Company

The recent direct listing of The Metals Royalty Co. (TMCR) has triggered significant market activity as investors debate the impact of its 2.0% royalty stake in TMC the metals company's NORI project. Community sentiment is deeply divided, with discussions centered on whether this royalty structure serves as vital external validation of TMC's deep-sea mining assets or potentially represents a complex financial mechanism that complicates valuation.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing heavy volatility and intense community debate as investors weigh the company's long-term potential in AI and silicon photonics against concerns over near-term revenue performance. While critics point to financial discrepancies and valuation risks, bulls are aggressively accumulating the stock, citing a strong bookings backlog and anticipation of critical hyperscaler contract announcements.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is currently at the center of a high-stakes debate as investors weigh the potential for a binary outcome regarding its lead candidate RP1 ahead of the upcoming PDUFA date. Community sentiment is deeply polarized, with some traders betting on a 'sell the news' event or a second CRL, while others speculate that leadership changes at the FDA could favor an approval surprise.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is experiencing extreme volatility as markets react to a tenuous two-week ceasefire between the U.S. and Iran, which has sparked intense debate over the status of the Strait of Hormuz and the viability of the proposed 10-point peace plan. The community is sharply divided, with bears pointing to the sharp correction in energy prices as a market correction while bulls remain skeptical of the deal's longevity and are actively monitoring for potential breakdowns or renewed geopolitical escalations.

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 accumulate the stock, driven by massive institutional buying and strategic partnerships in the AI infrastructure and 5G sectors. Community members are actively sharing bullish perspectives on the company's long-term transformation, focusing on its evolving role in 6G and data center connectivity.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is trending as investors weigh strong international and premium demand against a cautious forward-looking earnings forecast. The community is actively debating the airline's long-term profitability as it navigates rising labor costs and competitive fleet expansion initiatives.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is seeing intense volatility after disappointing 2026 guidance, as management pivots to prioritize user growth over near-term monetization amid concerns that AI-powered language tools are challenging its business model. While some in the community see the sharp sell-off as an attractive entry point for a cash-rich, profitable company, bears and many analysts are aggressively cutting price targets, citing long-term obsolescence risks and frustration with the stock's persistent decline.

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 trending as investors react to the company's new role in Elon Musk's 'Terafab' initiative, which aims to scale high-performance AI chip production for robotics and space applications. Community discussion is heavily focused on this strategic foundry partnership as a catalyst for a long-term turnaround, though sentiment remains divided as traders weigh the news against broader market volatility and geopolitical concerns.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing heightened volatility and intense social media debate as investors weigh strong institutional support against concerns over its premium valuation. Market participants remain sharply divided, with bulls pointing to the company's critical role in defense and government AI, while bears highlight potential headwinds from rising sector competition and broader geopolitical uncertainties.

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$MTW IMO anything 8’s and below would be a gift.  I was in low 8’s before it rose to 12+.

Robert Maldonado

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Manitowoc Co., Inc.

 IMO anything 8’s and below would be a gift.  I was in low 8’s before it rose to 12+.

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Richard

@richardred agreed. Look at the Covid lows…it’s such a stronger company than it was 5 years ago. Just can’t find the love yet

 agreed. Look at the Covid lows…it’s such a stronger company than it was 5 years ago. Just can’t find the love yet

Twocommass

@Twocommass   PS. I think TPC is a good gage for future construction activity.
Revenue: $1.37 billion vs analyst estimates of $1.27 billion (21.8% year-on-year growth, 8.5% beat)

Adjusted EPS: $0.38 vs analyst estimates of $0.34 (12.4% beat)

Adjusted EBITDA: $144.6 million vs analyst estimates of $68.19 million (10.5% margin, significant beat)

Adjusted EPS guidance for the full year is $3.80 at the midpoint, beating analyst estimates by 110%

Operating Margin: 5.6%, up from 3.6% in the same quarter last year

Backlog: $21.1 billion at quarter end

Market Capitalization: $3.1 billion  

I’ll bet that there’s MTW equipment on those construction sites

   PS. I think TPC is a good gage for future construction activity.
Revenue: $1.37 billion vs analyst estimates of $1.27 billion (21.8% year-on-year growth, 8.5% beat)

Adjusted EPS: $0.38 vs analyst estimates of $0.34 (12.4% beat)

Adjusted EBITDA: $144.6 million vs analyst estimates of $68.19 million (10.5% margin, significant beat)

Adjusted EPS guidance for the full year is $3.80 at the midpoint, beating analyst estimates by 110%

Operating Margin: 5.6%, up from 3.6% in the same quarter last year

Backlog: $21.1 billion at quarter end

Market Capitalization: $3.1 billion  

I’ll bet that there’s MTW equipment on those construction sites

@richardred looks like they are upbeat about the future as well!

 looks like they are upbeat about the future as well!

@richardred you see anything about Midwest ideas conference yesterday?

 you see anything about Midwest ideas conference yesterday?

@Twocommass No, I guess I’ve been to busy painting of late.  I did notice they were having a conference.  It’ been nice seeing the stock hanging around 10 though. Infrastructure stocks have also done stronger of late.

 No, I guess I’ve been to busy painting of late.  I did notice they were having a conference.  It’ been nice seeing the stock hanging around 10 though. Infrastructure stocks have also done stronger of late.