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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 a mixed Q2 earnings report where record revenue was overshadowed by a significant earnings miss and narrowing margins, fueling community debate over the company's aggressive AI and robotics spending. Investors are actively questioning the timeline for Optimus and Robotaxi initiatives, with many in the community divided between long-term bullish sentiment and concerns that the stock's high valuation is unsustainable without more concrete financial execution.

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

SpaceX is facing intense downward pressure as investors grow increasingly concerned over massive upcoming share lock-up expirations and the company's high valuation relative to its current profitability. The community is sharply divided, with many bears anticipating a significant price collapse following August, while bulls continue to view the volatility as a long-term buying opportunity tied to future Starship launches and potential integration with Tesla.

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 volatility after a significant earnings beat and massive cloud revenue growth, as investors weigh impressive performance against the company's aggressive, record-breaking capital expenditure plans. The community is sharply divided, with bulls pointing to the company's dominant AI infrastructure as a long-term growth engine, while bears express concern over near-term margin pressure and the sustainability of high AI spending.

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 a double beat for the second quarter, providing a critical boost to sentiment across the enterprise software sector as investors weigh AI-driven growth against fears of budget compression. The community is actively debating the company's AI monetization milestones and long-term positioning, with many bulls viewing the beat-and-raise as a definitive signal that the 'SaaS apocalypse' narrative has been overblown.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors scrutinize its aggressive AI capital expenditures, with the market intensely debating whether record-breaking earnings and cloud growth justify the surge in spending. Community sentiment remains polarized between long-term bulls highlighting cloud momentum and skeptics concerned about negative free cash flow and the sustainability of massive infrastructure 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 currently facing significant downward pressure and hitting 52-week lows, driven by investor frustration over the company's long path to commercialization and the recent amendment of its PowerCo royalty structure. While the community remains deeply divided, the bullish sentiment centers on the strategic Honda partnership and potential for non-automotive revenue streams like AI data centers, whereas skeptical voices continue to highlight the lack of near-term revenue and ongoing insider stock sales.

Texas Instruments Incorporated engages in the design and manufacture of semiconductors. It operates through the following segments: Analog, Embedded Processing, and Other. The Analog segment semiconductors change real-world signals, such as sound, temperature, pressure or images, by conditioning them, amplifying them and often converting them to a stream of digital data that can be processed by other semiconductors, such as embedded processors. The Embedded Processing segment involves handling specific tasks and can be optimized for various combinations of performance, power, and cost, depending on the application. The Other segment includes DLP products, calculators, and custom application-specific integrated circuits products. The company was founded in 1930 and is headquartered in Dallas, TX.

Texas Instruments Inc.

Texas Instruments is trending following strong quarterly results that surpassed analyst estimates and an raised outlook, signaling a robust recovery in industrial, data center, and automotive demand. While the stock initially experienced after-hours volatility, the community is actively debating whether current valuations already reflect this performance or if the power semiconductor sector remains an underappreciated beneficiary of AI infrastructure expansion.

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 significant strategic partnership with Anthropic involving a multibillion-dollar investment and hardware supply deal, alongside anticipation for the upcoming Advancing AI event. Community sentiment remains polarized, with active discussions debating whether these infrastructure collaborations justify the company's valuation or if the stock is primed for a 'sell-the-news' pullback following the recent rally.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Semiconductor stocks are experiencing intense volatility as investors grapple with shifting AI demand expectations, geopolitical tensions, and an earnings-driven rotation out of high-growth sectors. The community is actively debating whether this pullback represents a major structural breakdown or a temporary correction as participants closely monitor upcoming earnings reports for clues on long-term data center infrastructure spending.

WorldFinancial

WLFI is currently facing extreme volatility and intense community backlash as investors debate the impact of massive token liquidations, ongoing legal disputes with major stakeholders, and concerns regarding project transparency. While some bullish participants are pointing to upcoming governance votes and potential token burns as catalysts for a supply-driven rebound, many are expressing frustration over the project's price decline and questioning the involvement of the Trump family.

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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

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	-$0.01	--	--	N/A
Q1 '26	-$0.00	--	--	N/A
Q4 '25	-$0.01	-$0.01	-97.63%	MISSED
Q3 '25	-$0.01	$0.00	100.00%	BEAT
Q2 '25	-$0.01	$0.00	100.00%	BEAT

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