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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 selling pressure as investors rotate capital into the upcoming SpaceX IPO, with community sentiment deeply divided between long-term believers and those concerned about potential share dilution or a merger. Traders are closely monitoring the stock's ability to hold key support levels amid intense market volatility and ongoing debate over the impact of new robotics competition.

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 facing significant selling pressure and volatility as investors speculate on the impact of aggressive AI capital expenditures and potential liquidity shifts, leading to active debates about its valuation compared to peers. While many in the community are treating the sharp intraday dips as a potential buying opportunity given the company's strong ad revenue and cash flow, others are expressing concern over the lack of immediate ROI on infrastructure spending and the company's long-term competitive positioning.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors rally around its QNX platform's pivotal role in the emerging physical AI and robotics sectors, with momentum building ahead of a highly anticipated fireside chat at the Baird conference. Community sentiment is overwhelmingly bullish, fueled by increased institutional volume, rising technical levels, and a growing consensus that the stock's valuation has yet to reflect its critical software infrastructure in autonomous systems.

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 experiencing a massive surge following a blockbuster quarterly report that crushed expectations and featured an aggressive guidance hike driven by exploding AI and networking demand. Investors are actively drawing parallels between this performance and recent surges in sector peers, fueling intense community debate over whether the stock is undergoing a fundamental re-rating or a speculative bubble.

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 trending as investors digest a major capital raise of $80 billion, including a $10 billion investment from Berkshire Hathaway, to aggressively scale its AI infrastructure and cloud compute capacity. While some in the community express concern over potential share dilution and the sustainability of AI spending, many bulls view the move as a long-term strategic "land grab" that solidifies the companys position in the frontier AI race.

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 is currently experiencing significant volatility as market participants weigh aggressive growth projections and hyperscaler demand against high valuations and recent share price pullbacks. The community remains divided between those interpreting the price action as institutional accumulation and an attractive entry point for a long-term AI infrastructure play, and those wary of potential downside before upcoming earnings.

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 is seeing heightened activity as investors weigh the stock's long-term potential as a U.S. national security asset against ongoing execution and dilution concerns. The community is actively debating the company's progress on its Nevada infrastructure milestones, with many bullish traders viewing the current price as an accumulation opportunity ahead of production, while skeptics remain focused on the multi-year timeline to profitability.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is surging following a major partnership with Siemens and NVIDIA to provide battery energy storage systems for next-generation AI data centers. The community is actively debating the stock's long-term potential as a critical infrastructure play, with significant focus on its record backlog and high short interest fueling speculation of a potential short squeeze.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors digest a major equity capital raise and significant investment from Berkshire Hathaway aimed at accelerating AI infrastructure spending. The community remains sharply divided, debating whether this dilution validates the company's long-term dominance in the AI arms race or signals that the sector's capital-intensive nature is reaching a speculative breaking point.

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 generating significant market attention following positive Phase 3 maintenance trial results for obefazimod in ulcerative colitis, which met primary and key secondary endpoints with a clean safety profile. The community is actively debating the potential for an M&A event, with persistent rumors of interest from major pharmaceutical players fueling volatility and investor speculation about a premium acquisition.

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$TTRX press release phase 2 of GX-03, at least 90% showed 50% improvement in Eczema.  44% showed 90% improvement.  They also noted how quickly it works.  Great news for a safe eczema topical.  🔥

Preeti Chan

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Turn Therapeutics Inc

 press release phase 2 of GX-03, at least 90% showed 50% improvement in Eczema.  44% showed 90% improvement.  They also noted how quickly it works.  Great news for a safe eczema topical.  🔥

Sarah

@spoppies It is. I’m a little worried about the regulatory path after today, though.

I was surprised with that part included how much this increased

 It is. I’m a little worried about the regulatory path after today, though.

I was surprised with that part included how much this increased

Steve Z

@Team_Zissou idk I think those results are very good.  There is a huge market too.

 idk I think those results are very good.  There is a huge market too.

@spoppies No doubt, and why I’m excited to be invested here!

 No doubt, and why I’m excited to be invested here!