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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 investor scrutiny after reporting a mixed Q2 earnings result, where a revenue beat was overshadowed by an earnings miss and declining margins. The community is actively debating the company's aggressive multi-year capital expenditure cycle, weighing the long-term potential of its AI, autonomy, and robotics investments against concerns over near-term profitability and slowing EV growth.

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 as investors digest a solid Q2 double beat and an optimistic outlook on AI-driven revenue, which is actively challenging the bear narrative that SaaS is losing ground to hardware-focused spending. The community is heavily debating the company's ability to monetize 'agentic' AI workflows, with many bullish investors highlighting CEO Bill McDermott's vision for the platform while skeptics remain focused on short-term margin pressure and guidance concerns.

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 weigh an impressive earnings beat and surging cloud revenue against concerns over massive, long-term AI infrastructure spending. The community remains sharply divided, with many bulls viewing the aggressive CapEx as a necessary investment for AI dominance, while others worry about near-term margin pressure and the sustainability of current AI-driven valuation gains.

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 position ahead of its upcoming earnings report, with the community actively debating the company's role as a long-term AI-RAN and network infrastructure play. While some traders are expressing concern over recent price weakness and macroeconomic headwinds, many are using the pullback as an accumulation opportunity, keeping a close watch on potential margin expansion and institutional interest following recent insider buying.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors scrutinize the balance between aggressive AI infrastructure spending and its ability to drive future revenue, with the community closely watching whether high CapEx will be rewarded or punished. The debate centers on Google Cloud's rapid growth versus the pressure of negative free cash flow, leaving market participants split on the long-term potential of its heavy AI investments.

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 experiencing significant downward price pressure as investors express frustration over the company's long-term commercialization timeline and lack of immediate revenue. While the community is actively debating the significance of recent OEM partnerships like Honda and the progress of manufacturing benchmarks, sentiment remains divided between those expecting a long-term breakthrough and those wary of the stock's continued underperformance.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is experiencing high volatility as shareholders react to a wave of executive departures and significant insider selling, driving intense community debate over the firm's leadership and long-term viability. Investors are heavily focused on the company's lack of transparent communication regarding contract milestones versus its aggressive expansion efforts, leading to a polarized environment as the next earnings release approaches.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending as market participants closely monitor escalating geopolitical tensions in the Middle East, particularly the ongoing conflict involving the Strait of Hormuz and reports of strikes on critical infrastructure. The community is actively debating the potential for long-term supply disruptions versus the possibility of diplomatic interventions, creating significant volatility and speculative interest in energy-related assets.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors digest news of a key AWS leadership departure alongside robust analyst upgrades that highlight its dominant cloud and retail AI growth. The community remains focused on the company's aggressive infrastructure buildout, debating whether heavy CapEx investments are a strategic necessity to secure future cloud dominance or a near-term burden on margins.

Shutterstock, Inc. engages in the provision of a global creative platform. The company offers data, distribution, and services. Its contents include images, footage, music, three dimensional (3D) models, and generative artificial intelligence. The company was founded by Jonathan Evan Oringer in 2003 and is headquartered in New York, NY.

Shutterstock Inc

Shutterstock investors are closely monitoring the company's strategic pivot toward AI-integrated content licensing, with community sentiment split between enthusiasm for its growing data sets and concerns over the long-term impact of generative AI. While the recent suspension of the quarterly dividend has triggered significant selling pressure, some market participants remain optimistic, pointing to the company's strong cash flow and speculation regarding a potential acquisition or take-private deal.

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Western Copper and Gold Announces Upsized C$80 Million Bought Deal Financing

Western Copper and Gold Announces Upsized C$80 Million Bought Deal Financing Western Copper and Gold Announces Upsized C$80 Million Bought Deal Financing PR Newswire VANCOUVER, BC, Feb. 12, 2026...

Western Copper and Gold Announces C$50 Million Bought Deal Financing

Western Copper and Gold Announces C$50 Million Bought Deal Financing Western Copper and Gold Announces C$50 Million Bought Deal Financing PR Newswire VANCOUVER, BC, Feb. 11, 2026 VANCOUVER, BC, Feb...

Western Copper & Gold Corp. operates as an exploration stage company, which engages in the acquisition, exploration, and future development of mineral resource properties. It currently focuses on the development of the Casino Project. The company was founded on March 17, 2006 and is headquartered in Vancouver, Canada.

Western Copper & Gold Corp

Bullish 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.

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