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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

SpaceXs agreement to acquire Grain Managements low-band spectrum portfolio has intensified fears that Starlink could compete directly with AST SpaceMobile, contributing to sharp selling. Traders disagree on the implications: bulls see ASTSs carrier-partner model and existing spectrum access as an advantage, while bears point to competition, launch execution and funding risks.

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 Cats AUSA announcement of the Red Cat Aerial division and TRICHON drone is drawing attention, but many traders view it as a rebrand and product showcase rather than evidence of new sales or contracts. The reaction is largely skeptical amid concerns about the companys execution and prolonged share-price weakness, while some remain hopeful about its defense-drone prospects.

W.F Holding Ltd. engages in the manufacture of fiberglass reinforced plastic and FRP products. It sells a range of FRP products, including filament wound and molded tanks, thermoplastic tanks, lining products, ducting and fitting products, air pollution control equipment, and custom-made products. The firm also offer delivery, installation and repair, maintenance services, and on-site consultation services. The company was founded on March 7, 2023 and is headquartered in Shah Alam, Malaysia.

WF Holding Ltd.

WF Holding Limited Ordinary Shares

WFF is drawing attention after an extreme speculative rally on heavy volume, with traders debating whether momentum and short covering can extend the move or whether it will fade. Bears point to the lack of a confirmed company catalyst and potential dilution, while bulls focus on continued buying pressure.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention amid concerns over Chinese rival CXMTs reported progress on denser DRAM and plans for DDR5 server-memory products. Traders dispute how credible or near-term the competitive threat is, while some attribute weakness instead to Korean-market selling and positioning; bulls point to SK Hynixs HBM strength and question whether CXMT can produce the technology at scale.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A report identifying Anthropic as the customer behind IRENs previously undisclosed multiyear AI-cloud deal has fueled attention, though neither company has confirmed the partnership. Traders debate its potential significance against uncertainty about the deals terms and execution, as well as concerns about data-center infrastructure and weakness across AI infrastructure stocks.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers prolonged weakness and difficulty sustaining a move higher have fueled debate over whether autonomous vehicles threaten its ride-hailing business. Bulls point to cash generation, growth in delivery and Ubers robotaxi partnerships as reasons the market may be underestimating the platform, while frustrated holders focus on the stocks poor performance.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorillas proposed U.S. data-center acquisition and expansion plan has drawn scrutiny because it remains a non-binding LOI without disclosed financing, against a backdrop of large capital needs. Many traders fear further dilution and question managements execution, while some view the U.S. expansion as a growth opportunity.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

OpenAI CEO Sam Altmans description of Cerebras as a close partner has helped ease concern after reports said an OpenAI ultrafast model tier uses Nvidia hardware, prompting a rebound discussion. Traders remain divided over how reassuring the comment is, with OpenAI customer concentration, valuation, and upcoming lockup share releases cited as risks.

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 reported surge in defense ordersmore than $270 million since June 30, including a recent update of over $165 millionis a major topic, but the shares have continued to slide. Traders are divided over whether the growing backlog and revenue visibility outweigh concerns about dilution, valuation, short pressure, and weakness across drone stocks.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AI-data-center demand for optical transceivers and reports of tight industry capacity are driving bullish interest in AAOI as a potential supplier. Traders are also debating the stocks sharp swings: some see relief after the ATM share sale ended, while others remain concerned about dilution and manufacturing execution.

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$ARM The case has to be very strong and the burden off proof has to be for $QCOM because you can&#39;t accuse company of this and not have 100% proof. 
 
If there is any doubt, the winner is $ARM

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Arm Holdings Plc.

Qualcomm, Inc.

 The case has to be very strong and the burden off proof has to be for 

 because you can't accuse company of this and not have 100% proof. 
 
If there is any doubt, the winner is 

Laststock007

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illionaire4

@illionaire4 Trumps bigfest issue is the midterm election, not $QCOM and $ARM

 Trumps bigfest issue is the midterm election, not 

@Laststock007  he was handing out medals last week to Elon and Jenson and Lisa

  he was handing out medals last week to Elon and Jenson and Lisa