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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 an earnings report that missed profit and margin expectations, fueling ongoing community debate about the company's aggressive capital expenditure on AI and robotics. Investors are sharply divided between those concerned by the ballooning costs and cooling automotive margins, and those who remain committed to the long-term potential of the firm's autonomous and humanoid initiatives.

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 significant selling pressure as investors brace for a massive share lock-up expiration in August, which is expected to flood the market with new supply. While some community members are betting on a short squeeze driven by the upcoming Starship launch, bearish sentiment remains dominant due to concerns over valuation, lack of profitability, and the broader financial ties between Tesla and SpaceX.

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 as investors weigh a record-breaking earnings beat against concerns over massive capital expenditure guidance aimed at fueling AI infrastructure. The community is sharply divided, with bulls pointing to explosive Cloud revenue growth and Gemini's scaling adoption, while bears remain wary of the heavy spending cycle and its impact on near-term cash flow.

Alphabet Inc - Ordinary Shares - Class C

Alphabet's trending status is fueled by its recent earnings report, which highlighted significant revenue and EPS beats, while also sparking intense community debate over its aggressive, multi-billion dollar capital expenditure plans for AI infrastructure. Investors are currently split between those who view these massive investments as a necessary foundation for long-term growth and those expressing concern over the resulting impact on free cash flow and near-term stock volatility.

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 strategic partnership with Anthropic, involving a multibillion-dollar equity investment and a significant multi-year deal to supply AI server infrastructure. The community is actively debating the stock's valuation, the sustainability of circular financing deals in the AI sector, and positioning ahead of the upcoming 'Advancing AI' event and quarterly earnings.

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 double beat on quarterly earnings and an upward revision to its full-year subscription revenue outlook, which has provided a relief rally for a software sector recently battered by AI-related anxiety. Community sentiment is deeply divided between bulls citing the company's strong AI adoption and enterprise workflow dominance, and bears who remain skeptical about valuation, margin pressure, and broader concerns regarding the future of software spending.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is capturing significant market attention following its selection for three Department of Energy projects under the multi-billion dollar Genesis Mission, fueling community excitement over its growing role in government-backed quantum research. Investors are actively discussing the company's potential to scale alongside its strategic integration with NVIDIA and its unique focus on high-impact sectors like energy and national security.

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 trending due to massive trading volume and persistent institutional accumulation, which the community is interpreting as a potential setup for a short squeeze despite ongoing debates about the company's competitive position in enterprise AI orchestration. Investors remain highly focused on this heavy order flow and the stock's significant short interest, with many anticipating that a sustained breakout above key resistance levels could force substantial short covering.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is experiencing heightened volatility as traders grapple with escalating geopolitical tensions, including conflict in the Middle East and concerns over oil supply, while simultaneously debating the impact of potential Federal Reserve rate hikes. Community sentiment remains deeply polarized, with many investors expressing frustration over the ETF's performance mechanics and its recent history of reverse splits, while others continue to utilize it as a high-risk hedge against broader market instability.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is currently a major focus for investors debating the stock's valuation, as community sentiment is split between those viewing it as a distressed industrial play with significant debt and others highlighting its strategic importance as a sole domestic supplier of electrical steel. While bears are pointing to inconsistent earnings and potential management headwinds, bulls are actively discussing the impact of government contracts, potential POSCO partnership developments, and the company's role in supplying critical infrastructure projects.

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Xcel Energy, Inc. is an electric and natural gas delivery company. It operates through the following three segments: Regulated Electric, Regulated Natural Gas Utility and All Others. The Regulated Electric segment focuses on generating, purchasing, transmitting, and distributing electricity. The Regulated Natural Gas Utility segment includes purchases, transport, stores, distribution, and sales. The All Others segment involves steam, appliance repair services, non-utility real estate activities, revenues associated with processing solid waste into refuse-derived fuel, investments in rental housing projects that qualify for low-income housing tax credits and equity method investments in energy impact partners funds. The company was founded in 1909 and is headquartered in Minneapolis, MN.

Xcel Energy, Inc.

Xcel Energy Stock Slides Toward 3-Month Lows As Texas Files Lawsuit Over ‘Largest Wildfire’ In State History

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Hold rates steady

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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	$0.79	--	--	N/A
Q1 '26	$0.91	$0.91	0.36%	BEAT
Q4 '25	$0.96	$0.96	-0.10%	MISSED
Q3 '25	$1.32	$1.24	-5.92%	MISSED
Q2 '25	$0.65	$0.75	16.27%	BEAT

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XELXcel Energy, Inc.

Upcoming Earnings: Q2 '26

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