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Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is attracting intense community interest as investors weigh its potential to capture significant Pentagon funding amid a broader push to bolster the U.S. domestic drone supply chain. Traders are hyper-focused on the company's high short interest and institutional accumulation, debating whether the upcoming shareholder meeting and strategic defense positioning will catalyze a momentum breakout.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake Inc. is rallying sharply following a significant earnings beat and the announcement of a multi-year $6 billion collaboration with Amazon Web Services to bolster enterprise AI and agentic computing capabilities. The community is actively debating the sustainability of this price action, with some investors highlighting the potential for a short squeeze while others express skepticism regarding the company's valuation and ongoing cash burn.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines ($UMAC) is surging as investors react to reports that the Trump administration is exploring direct federal funding and ownership stakes in domestic drone companies. The stock is a focal point for retail discussions surrounding the drone sector's potential to benefit from Pentagon defense spending and the push to replace foreign-made components with U.S.-manufactured alternatives.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is capturing investor attention as the Trump administration explores equity stakes in U.S. drone companies, signaling a massive potential influx of government funding into the sector. Community discourse remains highly active, with investors debating the stock's long-term growth potential versus short-term volatility and recent insider activity.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is drawing significant attention as investors weigh a strong earnings beat and raised forward guidance against profit-taking after a recent multi-month rally. The community remains divided, with bulls pointing to the company's critical role in the AI infrastructure super-cycle while bears raise concerns about frothy valuations and potential volatility.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is trending due to a significant rally fueled by the launch of its new AI-focused workstation and server line, which has ignited interest in its pivot toward high-performance computing. The community is actively debating the stock's potential for a major short squeeze, driven by a combination of strong institutional ownership, a notable share repurchase program, and heavy short interest.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is trending due to investor optimism surrounding its aggressive expansion into physical AI, humanoid robotics, and a major production ramp of its flagship SUV model. The community is actively debating the company's growth potential and technological competitiveness in the EV sector as it balances high R&D spending with efforts to secure broader international market share.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment shares are seeing heightened interest following reports that the U.S. government is exploring potential ownership stakes in domestic drone companies to bolster national defense capabilities. While the community is actively debating the stock's long-term potential as a leader in autonomous drone systems and counter-UAS technology, investors are also closely monitoring technical chart patterns and shifting budget priorities within the defense sector.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is currently trending due to intense community debate over its depressed valuation and potential for a short squeeze, fueled by rumors of an upcoming OpenAI partnership following the transition of a high-level executive. Investors are heavily divided between frustrated shareholders calling for leadership changes and opportunistic bulls citing significant insider buying and strong fundamental indicators as signs of an imminent turnaround.

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 investors react to a recent share offering and lingering uncertainty regarding the timing of major government defense contracts. The community is actively debating the company's long-term growth potential versus concerns over dilution, while also tracking the stock's performance against broader sector trends in drone manufacturing and military procurement.

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Apple&#39;s Strategy is best thought of as a Real Estate Play:

- Desktop 
- Lap 
- Pocket 
- Bag 
- Wrist

#AppleWatch  $AAPL

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Howard Lindzon

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Apple Inc

Apple's Strategy is best thought of as a Real Estate Play:

- Desktop 
- Lap 
- Pocket 
- Bag 
- Wrist



Mark Sigal

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jeremy elliott

@howardlindzon right! They HAVE to do VR some day, right? Hardware, Software, Service Platform; Commerce, Haptic &amp; Taptic Experience.

 right! They HAVE to do VR some day, right? Hardware, Software, Service Platform; Commerce, Haptic & Taptic Experience.

@netgarden i am not so sure.  its early and definitely they wont pay 2 billion for what facebook had to

 i am not so sure.  its early and definitely they wont pay 2 billion for what facebook had to

@howardlindzon I think Apple builds it organically. They understand Retina down to a very small scale and are focused on Continuity.

 I think Apple builds it organically. They understand Retina down to a very small scale and are focused on Continuity.

@netgarden that would be cool.  its not my thing.  I like the iphone.  i dont see the future yet.  patient with what we have now

 that would be cool.  its not my thing.  I like the iphone.  i dont see the future yet.  patient with what we have now

@howardlindzon I hear you. Did you ever read Snow Crash? It does the best job of conceiving what the Meta Verse looks like.

 I hear you. Did you ever read Snow Crash? It does the best job of conceiving what the Meta Verse looks like.

@howardlindzon for about $12, you can get the book read to you on kindle iOS app. It is a well rendered piece. http://stks.co/h1wOr

Amazon

Snow Crash (Bantam Spectra Book)

 for about $12, you can get the book read to you on kindle iOS app. It is a well rendered piece. 