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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 insider share unlock in early August, while the community remains polarized between those anticipating a short squeeze around upcoming rocket launches and those dismissing the stock as a fundamentally overvalued gamble. Discussion is currently dominated by concerns over the sheer volume of new supply hitting the market and whether the stock's valuation can hold up amid broader scrutiny of Elon Musk's related ventures.

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 and cloud revenue beat against concerns over massive capital expenditure guidance and equity dilution to fund AI infrastructure. While the community remains divided on whether this aggressive spending signals long-term dominance or near-term margin pressure, sentiment among bulls highlights the 82% surge in Google Cloud growth as proof that AI demand is translating into significant enterprise revenue.

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 expectations despite a top-line revenue beat, largely due to concerns over compressed margins and heavy capital expenditure. The community is actively debating the company's long-term pivot toward AI and robotics, with many investors divided between skeptical views on current valuation and those betting on the success of future autonomous technology and product scaling.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending amid heightened geopolitical volatility as escalating military strikes in the Middle East, specifically targeting Iranian infrastructure and shipping routes, disrupt energy flows. Community discourse is sharply divided between investors navigating the supply chain instability and those debating the geopolitical impact of these conflicts on global energy prices.

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 upcoming earnings, with community sentiment split between those viewing the pullback as a generational buying opportunity and skeptics fearing a classic pump-and-dump cycle. While retail traders are actively debating whether Nokia's pivot into AI-RAN and infrastructure partnerships can provide a significant catalyst to reverse recent selling pressure, institutional volume and insider buying continue to be cited as evidence of underlying long-term conviction.

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 quarterly earnings beat and raising its full-year outlook, fueling community debate over whether AI integration will serve as a growth catalyst or if macroeconomic software spending remains a primary headwind. Investors are closely monitoring the company's AI-specific contract value and cybersecurity expansion as key metrics to validate the platform's long-term enterprise value.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as the market anticipates a critical July 29 FDA advisory committee meeting and a August 22 PDUFA date for its DMD therapy, Deramiocel. While investors discuss the recent lease for a major manufacturing facility and remain confident in the positive HOPE-3 trial data, community sentiment remains highly polarized due to speculative noise regarding potential patent litigation and concerns about the specific clinical significance of cardiac endpoints.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is under intense scrutiny as investors weigh record-breaking earnings and cloud growth against concerns over massive AI infrastructure spending and negative free cash flow. The community is sharply divided, with bulls highlighting Google's dominant AI and search market position while bears focus on capital expenditure risks and the sustainability of high-growth spending cycles.

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 pressure as investors grow increasingly frustrated with the lack of revenue and the company's long-term timeline for EV commercialization. While leadership is pivoting to highlight opportunities in AI data centers and aerospace, community sentiment remains deeply divided between long-term bulls who believe in the technology and skeptics who are concerned about the stock hitting new lows amid broader sector weakness.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing heightened activity ahead of its upcoming earnings report, with investors focused on the company's data center restructuring, recent foundry partnerships, and broader market sentiment regarding AI infrastructure demand. The community is actively debating the stock's potential for a rebound as traders react to extreme volatility and conflicting signals about the company's long-term competitive position.

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#News
Market Update:
$SUZLON.NSE 
Suzlon has won its FY26’s largest order: an 838 MW contract from Tata Power Renewable Energy Ltd (TPREL). This will be executed across Karnataka (302 MW), Maharashtra (271 MW), and Tamil Nadu (265 MW) using 266 “Made in India” S144 WTGs (3.15 MW each). 

This is Suzlon’s second largest order ever (only after the 1,544 MW from NTPC Green Energy), and its 3rd order from Tata Power. 

My View / Outlook:

This is a very positive development. An 838 MW order is large, and the geographical spread (3 states) shows operational capability &amp; reach.

It should help Suzlon improve its revenue visibility for FY26, boost utilization of capacity &amp; margins (if execution remains smooth).

The “Made in India” angle, and the fact this is for a “dispatchable renewable energy” (FDRE) project, suggests government policy tailwinds are in play. FDRE is getting more prominence (since grid stability / clean power round-the-clock are priorities).

Risks: execution delays, cost overruns, supply chain / logistic issues, or delays in payments. Also, cyclicality in wind/turbine demand, competition, etc.

Given CMP of ₹59, I think there’s room for upside if Suzlon can deliver on execution, maybe toward the ₹75-₹90 range over the next 6–12 months (assuming favorable policy/market conditions). But it’s not a risk-free play; I&#39;d use a moderate position unless you’re very confident.

Bottom line: Strong buy / accumulate with conviction. If the order executes well, this could materially improve Suzlon’s financials.

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$SUZLON.NSE bagged their largest FY26 order 🧳 @thetradebond with this detailed view and its outlook..

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Suzlon Energy Ltd.

 
Suzlon has won its FY26’s largest order: an 838 MW contract from Tata Power Renewable Energy Ltd (TPREL). This will be executed across Karnataka (302 MW), Maharashtra (271 MW), and Tamil Nadu (265 MW) using 266 “Made in India” S144 WTGs (3.15 MW each). 

This is Suzlon’s second largest order ever (only after the 1,544 MW from NTPC Green Energy), and its 3rd order from Tata Power. 

My View / Outlook:

This is a very positive development. An 838 MW order is large, and the geographical spread (3 states) shows operational capability & reach.

It should help Suzlon improve its revenue visibility for FY26, boost utilization of capacity & margins (if execution remains smooth).

The “Made in India” angle, and the fact this is for a “dispatchable renewable energy” (FDRE) project, suggests government policy tailwinds are in play. FDRE is getting more prominence (since grid stability / clean power round-the-clock are priorities).

Risks: execution delays, cost overruns, supply chain / logistic issues, or delays in payments. Also, cyclicality in wind/turbine demand, competition, etc.

Given CMP of ₹59, I think there’s room for upside if Suzlon can deliver on execution, maybe toward the ₹75-₹90 range over the next 6–12 months (assuming favorable policy/market conditions). But it’s not a risk-free play; I'd use a moderate position unless you’re very confident.

Bottom line: Strong buy / accumulate with conviction. If the order executes well, this could materially improve Suzlon’s financials.

This account has been verified as a SEBI Registered Investment Adviser (RIA).

Verified SEBI RIA Account

Nidhi Saxena | INA100012570

@thetradebond  Suzlon has a good chance to do well if things go smoothly

  Suzlon has a good chance to do well if things go smoothly