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Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is surging after securing an $816 million prime contract from the U.S. Space Development Agency to build missile-defense satellites, its largest award to date. This validates the company's evolution into a vertically integrated space prime contractor. The community is celebrating this significant win as a testament to Rocket Lab's diversified capabilities and its critical position in the burgeoning space sector, often drawing comparisons to industry giants and anticipating a broader market re-rating.

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Based Beast Coin

BEAST CRYPTO is experiencing significant price volatility, fueled by widespread community speculation surrounding a rumored connection with a prominent internet personality. While some anticipate further surges due to its low circulating supply, others are actively cautioning about a potential pump-and-dump scheme after rapid gains and subsequent sharp declines.

Omeros Corp. operates as a biopharmaceutical company. The firm engages in the discovery, development, and commercializing of both small-molecule and protein therapeutics for large market. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is currently trending as investors eagerly await the imminent FDA approval decision for its life-saving drug, Narsoplimab, targeting transplant-associated thrombotic microangiopathy (TA-TMA), a condition with high unmet medical need. The community is actively discussing the stock's significant upside, bolstered by a substantial recent collaboration deal with Novo Nordisk that greatly strengthens the company's financial position and pipeline. Many long-term shareholders anticipate a major revaluation and potential short squeeze upon approval, despite current speculative price action.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is trending after delivering strong earnings driven by record battery storage shipments and announcing a strategic move to consolidate U.S. manufacturing operations. The market is actively discussing the company's significant undervaluation relative to its assets and the substantial benefits expected from U.S. production credits, alongside speculation regarding a potential Recurrent Energy deal. Many see CSIQ as an emerging energy provider for AI data centers, contributing to a strong bullish sentiment and talks of a short squeeze.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is trending following recent earnings that showed improved financial performance and a growing backlog, fueling community discussion around the company's strategic pivot toward the booming AI data center market. Investors are keenly debating whether its natural gas-powered fuel cell solutions offer a more immediate and viable 'always-on' energy option compared to competitors, potentially marking a turning point despite ongoing volatility and past challenges. This focus on data center opportunities, alongside existing carbon capture partnerships, is driving conversation about FCEL's long-term growth potential.

WeRide, Inc. operates as an investment holding company. It engages in the sale of autonomous driving vehicles, primarily including robobuses, robotaxis, robosweepers and related sensor suites. The company was founded by Tony Xu Han and Yan Li in February 2017 and is headquartered in Guangzhou, China.

WeRide Inc. - ADR

WeRide (WRD) is trending due to its expanding global footprint in autonomous driving, highlighted by the recent launch of robotaxi services with Uber in Riyadh and securing the first city-level fully driverless permit in Abu Dhabi. The community is actively discussing its strategic partnerships and advanced Level 4 technology, often noting its competitive position against other AV players. Despite positive operational milestones and increasing institutional interest, there's a strong sentiment expressing frustration over the stock's valuation not fully reflecting these developments.

Pony.ai, Inc. develops artificial intelligence-based robot designed for autonomous driving. The firm's software algorithms and infrastructure enables a vehicle to perceive its surroundings, predict what others will do, and maneuver itself accordingly. The company was founded by Jun Peng and Tian Cheng Lou in November 4, 2016 and is headquartered in Guangzhou, China.

Pony AI Inc. - ADR

Pony AI Inc

Pony AI is trending as Macquarie initiated coverage with an Outperform rating and an optimistic price target, coinciding with the company's announcement of an expanded partnership to accelerate fleet growth and plans to significantly expand its robotaxi operations. The community is actively discussing Pony AI's strong growth potential and competitive position in the autonomous vehicle sector, fueled by recent developments and comparisons to other industry players.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is experiencing renewed bullish sentiment driven by reports that its H200 AI chip exports to China may soon gain US approval, even as Tencent reportedly accesses advanced Blackwell chips through third parties. The community is largely dismissing bearish narratives, emphasizing NVIDIA's unmatched AI ecosystem and sustained demand from major tech players, which further fuels optimism across the AI sector. Many anticipate the company will continue its strong momentum towards new highs.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is trending following significant contract awards, including those for missile-warning satellites, and new strategic collaborations advancing next-generation defense technologies like AI-driven counter-UAS systems. The community is actively discussing the company's strong market position amidst escalating geopolitical tensions and rising global defense spending, underscoring its role as a leader in both traditional and innovative warfare capabilities. This momentum is further supported by positive analyst sentiment and the company's recently increased shareholder returns, reflecting confidence in its long-term growth outlook.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending amid its expanded collaboration with NVIDIA and AWS, which aims to drive cloud and agentic AI innovation within the cybersecurity sector. This development fuels active community discussion regarding the company's premium valuation and strong growth trajectory, particularly its Falcon Flex model and AI-powered defense systems. Analysts continue to upgrade the stock, reflecting strong institutional confidence in its market leadership.

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South-east Asia&#39;s position
On the question of regional impact, almost everyone that Tech in Asia spoke to believes that South-east Asia is less exposed to a violent Al correction than the US.
Chan of Sourcy argues that startups in the region are already accustomed to operating under constraints. High costs and limited access to capital have pushed many teams towards open-source models, self-hosted infrastructure, and efficiency-focused design.
A global pullback, he says, would accelerate trends that are already underway.
East Ventures&#39; Cauca agrees, pointing out that Al adoption in South-east Asia has been pragmatic rather than speculative. He says that any downturn would likely result in a &quot;flight to quality,&quot; with investors favouring well-governed companies that can demonstrate real revenue and defensible business models.

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 300$. Coming. 

South-east Asia's position
On the question of regional impact, almost everyone that Tech in Asia spoke to believes that South-east Asia is less exposed to a violent Al correction than the US.
Chan of Sourcy argues that startups in the region are already accustomed to operating under constraints. High costs and limited access to capital have pushed many teams towards open-source models, self-hosted infrastructure, and efficiency-focused design.
A global pullback, he says, would accelerate trends that are already underway.
East Ventures' Cauca agrees, pointing out that Al adoption in South-east Asia has been pragmatic rather than speculative. He says that any downturn would likely result in a "flight to quality," with investors favouring well-governed companies that can demonstrate real revenue and defensible business models.