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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 currently in focus as investors digest mixed earnings results featuring a revenue beat alongside profitability misses and negative free cash flow. The community remains deeply divided, with discussions centering on the company's aggressive capital expenditures in AI and robotics, concerns over margin compression, and skepticism regarding long-term growth narratives.

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 scrutinize its massive capital expenditure on AI infrastructure, with a clear community focus on whether these investments will translate into sustained cloud growth and profitability. The community is actively debating the potential market impact of these spending levels, weighing the company's strong earnings beat against the significant resources being poured into the AI race.

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 double-beat earnings report that highlights accelerating enterprise AI adoption and subscription growth. The stock's performance has sparked intense community debate, with bulls cheering the company's fundamental resilience and guidance hike, while bears remain focused on valuation concerns and software sector volatility.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is facing intense downward pressure as investors grow increasingly concerned about its high valuation, impending share lock-up expirations, and the lack of immediate profitability, leading to a surge in bearish sentiment. The community is actively debating the stock's future, with many retail traders bracing for further declines toward double-digit price levels while others speculate on whether upcoming rocket launches or potential corporate mergers could trigger a reversal.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors fixate on the company's aggressive capital expenditure plans for AI infrastructure, with the market divided between optimism for cloud growth and concern over the sustainability of record-breaking spending. The community is actively debating whether these massive investments into data centers and compute capacity represent a necessary foundation for future dominance or a risky strategy that threatens to compress margins.

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 seeing heightened investor activity ahead of its upcoming earnings report, driven by excitement over the company's manufacturing progress, recent site visits by Volkswagen executives, and strategic diversification into new market verticals like AI data centers and defense. While the community remains deeply polarized over the stock's long-term commercialization timeline, active discussions are focused on the company's ability to scale the Eagle Line and secure additional automotive OEM partnerships.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is seeing high market volatility as traders react to a preliminary earnings warning that highlighted shifting client spending toward AI infrastructure and away from legacy software. The community is sharply divided, with bulls viewing the sell-off as an overreaction and a long-term buying opportunity for quantum and AI exposure, while bears remain focused on execution risks and a deteriorating enterprise software outlook.

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 seeing heightened community discussion and options activity ahead of its upcoming earnings report, as investors weigh the company's AI infrastructure potential against a period of sharp price volatility. Bulls are focused on the strategic partnership with Nvidia and long-term AI-RAN prospects, while some market participants express frustration over recent price action and broader sector-wide selling pressure.

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 Inc. is trending as investors digest news of a major custom chip design partnership with Meta and an ongoing supply deal with Apple, fueling optimism about its dominant role in the AI infrastructure stack. The community is actively discussing Broadcom's valuation relative to hyperscaler capital expenditure cycles, with many bulls interpreting recent volatility as a buying opportunity while others debate the sustainability of current AI infrastructure spending.

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.

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Tilly's, Inc. engages in the retail of casual apparel, footwear, and accessories. Its stores are located in retail centers, including malls, lifestyle centers, power centers, community centers, outlet centers, and street-front locations. The company was founded by Hezy Shaked and Tilly Levine in 1982 and is headquartered in Irvine, CA.

Tillys Inc - Ordinary Shares - Class A

Bearish 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	$0.17	--	--	N/A
Q1 '26	-$0.33	-$0.26	21.21%	BEAT
Q4 '25	-$0.15	$0.10	166.67%	BEAT
Q3 '25	-$0.30	-$0.05	83.33%	BEAT
Q2 '25	-$0.04	$0.10	350.00%	BEAT

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