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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 report, which, despite a slight revenue miss, has sparked intense debate over its strategic pivot towards AI, robotics, and robotaxi development, including a significant investment in xAI. The community is sharply divided, with bulls highlighting the long-term vision beyond vehicles, while bears express skepticism over unfulfilled promises and declining car sales amid a 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

Meta Platforms is buzzing after reporting a strong earnings beat and optimistic sales forecast, fueled by robust ad demand and AI monetization efforts, despite community discussions around its substantial increase in AI infrastructure spending.

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

GLD is trending as gold repeatedly reaches fresh all-time highs, fueled by macroeconomic uncertainty, concerns about the US dollar, and aggressive central bank buying. The community is sharply divided, with many celebrating its "parabolic" ascent as a generational wealth opportunity while others caution that the "insane" rally is an unsustainable "bubble" poised for a "rug pull."

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.

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.

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.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony is trending due to its announced hydromet processing advancement for critical minerals and reports of a major fire at a Chinese antimony plant, which highlights UAMY's strategic importance as a domestic supplier. The community is actively discussing potential government investments in the critical minerals sector, while many express frustration over perceived market manipulation impacting the stock's price despite strong fundamentals.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. 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 seeing significant volatility as the market reacts to a perceived shift in government policy regarding critical mineral support and price guarantees. Community discussion is rife with speculation about regulatory risks and market manipulation, alongside comparisons to other rare earth companies recently backed by government investment.

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I hope everyone accumulated large positions over the last few years while PGM miners were hated and out of favor. 
We have much higher levels to come. 👍🍿

https://www.fxempire.com/forecasts/article/platinum-price-forecast-gold-rotation-fuels-platinum-breakout-toward-2300-by-2026-1567402

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Carole J

Platinum has surged over 90% in 2025 as capital rotates from gold into undervalued metals, with tightening supply, rising industrial demand, and supportive macro trends pointing toward a $2,170-$2,300 target by 2026.

FX Empire

Platinum Price Forecast - Gold Rotation Fuels Platinum Breakout Toward $2,300 by 2026

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I hope everyone accumulated large positions over the last few years while PGM miners were hated and out of favor. 
We have much higher levels to come. 👍🍿

