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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 significant downward pressure following mixed Q2 results where a revenue beat was overshadowed by an earnings miss and declining margins, fueling community debate over the company's aggressive spending on AI and robotics. Traders are currently engaged in a heated tug-of-war, with many investors expressing skepticism over long-term profitability while others view the pullback as a buying opportunity based on Tesla's transition into an AI-focused infrastructure and autonomy platform.

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 facing downward pressure despite a strong earnings beat, as investors scrutinize significantly higher capital expenditure guidance and the sustainability of near-term margins. The community is actively debating whether these aggressive investments in AI infrastructure are a necessary move for long-term dominance or a signal of diminishing returns and escalating costs.

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 following a strong quarterly earnings report featuring a double beat on revenue and EPS, alongside an increased subscription revenue outlook that helped challenge bearish sentiment. Community discussion is heavily focused on the company's AI monetization milestones and whether this performance signals a broader stabilization for enterprise software stocks amid ongoing volatility.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors scrutinize its aggressive AI infrastructure spending, with the market weighing record revenue growth against concerns over negative free cash flow and ballooning capital expenditure. Community discussions are heavily focused on the company's ability to monetize its massive cloud backlog and the broader impact of this AI arms race on the entire semiconductor supply chain.

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 weigh its pivot toward an AI-RAN infrastructure model against broader tech sector volatility ahead of an upcoming earnings release. The community remains deeply divided, with bulls pointing to strategic partnerships and long-term potential in autonomous networks, while bears highlight recent price weakness and macroeconomic headwinds.

WorldFinancial

WorldFinancial is currently a flashpoint for investor frustration, with community discourse dominated by accusations of a "rug pull" and widespread disappointment over the token's significant year-over-year decline. The conversation is heavily focused on the alleged involvement of the Trump family in the project's financial struggles, as investors debate whether the recent token lock-ups and burn initiatives signal a genuine turnaround strategy or are merely an attempt to mitigate a failing grift.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing significant volatility and massive trading volume as the community debates whether this activity signals institutional accumulation or ongoing manipulation from short sellers. Investors are closely monitoring the stock's pivot toward agentic AI, with many eyeing a potential breakout above key resistance levels as a catalyst for a possible short squeeze.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors react to a major new partnership with Anthropic involving a multibillion-dollar AI infrastructure deal and a significant equity investment. The community is actively debating whether these strategic alliances and upcoming product announcements will sustain the stock's current momentum or if high valuation concerns and sector-wide spending trends will lead to a pullback.

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 currently facing heightened volatility and selling pressure as investors grapple with the company's long-term commercialization timeline and recent insider share sales. While some community members are expressing frustration over the lack of near-term revenue and consistent price declines, others remain committed to the long-term thesis, citing the recently announced partnership with Honda and progress on manufacturing milestones as key indicators of underlying potential.

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BayCom Corp. is a bank holding company, which engages in the provision of financial services to businesses and business owners, as well as individuals. It focuses on passive investment activities and oversight of its investment to its bank subsidiary. The company was founded by George J. Guarini, Lloyd W. Kendall, Jr., James S. Camp, and Robert G. Laverne in July 2004 and is headquartered in Walnut Creek, CA.

BayCom Corp

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.64	--	--	N/A
Q1 '26	$0.60	$0.75	25.15%	BEAT
Q4 '25	$0.65	$0.63	-3.08%	MISSED
Q3 '25	$0.51	$0.46	-10.39%	MISSED
Q2 '25	$0.55	$0.58	5.45%	BEAT

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