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Kopin Corp. engages in the development, manufacture and sale of wearable technologies which include components and systems. Its portfolio includes AMLCD, LCOS displays, OLED displays, ASIC, backlights, and optical lenses. The firm uses semiconductor material technology to design, manufacture and market its component products for use in military, enterprise and consumer electronic applications, training and simulation equipment and 3D metrology equipment. The company was founded by John C.C. Fan on April 23, 1984 and is headquartered in Westborough, MA.

Kopin Corp.

Kopin Corp

Kopin Corp is experiencing significant market interest and a trading halt following a string of major defense contracts and a high-profile partnership to develop AI-focused optical interconnect technology. The community is buzzing over the potential for a massive short squeeze and the strategic pivot toward high-growth AI infrastructure, with many investors holding long-term positions in anticipation of further institutional adoption.

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

Quantum Computing Inc. is experiencing significant investor interest driven by its shift from research to the commercial deployment of its Dirac-3 platform and strategic photonic hardware acquisitions. The community is actively discussing the stock's potential for a short squeeze, fueled by high short interest and bullish institutional positioning, while debating whether current revenue levels can support its multi-billion dollar market valuation.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors digest a strong earnings beat and a significant guidance hike, with the community closely tracking the geopolitical impact of the Strait of Hormuz blockade on long-term supply constraints. Bullish sentiment remains high among retail holders who see the stock as an undervalued energy play, despite ongoing volatility driven by macro-economic uncertainty and conflicting reports regarding potential diplomatic resolutions in the region.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending as investors digest a Financial Times report that activist investor Nelson Peltz's Trian Fund Management is seeking financing for a potential take-private bid for the company. Community discussion is heavily focused on the high short interest and the potential for a significant squeeze, with many retail investors debating a fair buyout price and expressing frustration over the company's lack of a permanent CEO and recent stock price volatility.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is at the center of heated community debate as investors weigh the company's recent achievement of closing Phase 3 of the FAA's type certification process against persistent concerns regarding cash burn and the timeline for piloted transition flights. While supporters point to strong strategic partnerships and regulatory progress as proof of a viable commercial future, critics remain focused on production speed and transparency, creating a volatile environment where sentiment shifts rapidly ahead of upcoming earnings.

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

Applied Optoelectronics is experiencing intense volatility as investors weigh conflicting narratives of aggressive hyperscaler infrastructure demand against concerns over valuation and capacity bottlenecks. The community remains deeply divided, with bulls pointing to the company's critical role in the AI data center optical upgrade cycle while bears caution that the stock's parabolic ascent and historical lack of consistent profitability signal a potential correction.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is seeing heightened volatility and intense social media discourse driven by the looming SpaceX IPO and recent concerns regarding the validity of indirect Anthropic holdings held through special purpose vehicles. Investors remain deeply divided, with some viewing the recent price action and dilution risks as a buying opportunity ahead of potential upside, while others warn of significant overvaluation relative to the fund's net asset value.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as investors debate the sustainability of its valuation and high cash burn against massive growth in bookings, sparking an intense tug-of-war between retail bulls anticipating future utility and bears expecting a pullback. The conversation is heavily focused on the company's competitive position in annealing versus gate-model systems and speculation surrounding upcoming financial results.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark shares are experiencing heightened volatility as the community debates the timing of an anticipated AI infrastructure deal and its shift toward high-performance computing. While some investors are bullish on the company's power capacity and Bitcoin treasury as long-term catalysts, others are expressing frustration over the lack of a concrete hyperscale contract and the impact of recent quarterly earnings.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is seeing intense retail momentum as traders draw parallels between its specialized memory chips and the massive growth seen in major semiconductor stocks. The community is actively discussing a potential gamma squeeze driven by high call option interest and the company's perceived role as a critical infrastructure player for AI and defense.

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$WRD ouch, I viewed this on as a strategic hold. 
Temasek closed out its position in WRD selling 2,978,803 shares. They are owned by Singapore Minister of Finance. GRAB uses WeRide in Singapore.

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WeRide Inc. - ADR

 ouch, I viewed this on as a strategic hold. 
Temasek closed out its position in WRD selling 2,978,803 shares. They are owned by Singapore Minister of Finance. GRAB uses WeRide in Singapore.

@LubberJML ouch indeed. That’s quite a surprise.

• In 3Q2025 Temasek opened a position by buying about 1.4 million WeRide shares, which were part of a roughly US$13.7 million combined investment split between WeRide and Pony.ai.[scmp +3]
• Subsequent filings indicate they increased this holding further, bringing the total to the ~2.98 million‑share level reported at the end of 2025.

Temasek typically invests with a long‑term, multi‑year horizon, often in the range of 5–10 years or more, especially for strategic technology and growth‑equity positions like WeRide.

https://www.temasek.com.sg/en/our-investments/our-portfolio#sector

We are owners of our portfolio, working to deliver long term sustainable value to our stakeholders and making a difference in what we do.

Temasek Corporate Website English

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 ouch indeed. That’s quite a surprise.

• In 3Q2025 Temasek opened a position by buying about 1.4 million WeRide shares, which were part of a roughly US$13.7 million combined investment split between WeRide and Pony.ai.[scmp +3]
• Subsequent filings indicate they increased this holding further, bringing the total to the ~2.98 million‑share level reported at the end of 2025.

Temasek typically invests with a long‑term, multi‑year horizon, often in the range of 5–10 years or more, especially for strategic technology and growth‑equity positions like WeRide.



Niels

@NLZ they took a very small starter in PONY.  
 
I said recently it looks like GRAB is not going to be as ambitious as I thought they would be based on what they said they will do. The 11 AV they are using now may be it for a year?  Perhaps that&#39;s why?  
 
I est they took a 30%+/- hit?

 they took a very small starter in PONY.  
 
I said recently it looks like GRAB is not going to be as ambitious as I thought they would be based on what they said they will do. The 11 AV they are using now may be it for a year?  Perhaps that's why?  
 
I est they took a 30%+/- hit?

@LubberJML 
Is your take, that slow ramp in Singapore is Grab related?  I think it’s a rather strange move from Temasek to switch sides. 
Pony in particular had an ugly start in Singapore (accident, pause). But regardless,  that shouldn’t impact such decisions, as  Temasek has a long investment horizon. 

My assumption is that Singaporean government might be setting the pace here,  being more risk averse by nature. That would impact both Pony and WeRide.

As for Temasek, maybe the low $6 levels, 20-23 of March (volume 50m) triggered compliance driven selling? How’s to say?

 
Is your take, that slow ramp in Singapore is Grab related?  I think it’s a rather strange move from Temasek to switch sides. 
Pony in particular had an ugly start in Singapore (accident, pause). But regardless,  that shouldn’t impact such decisions, as  Temasek has a long investment horizon. 

My assumption is that Singaporean government might be setting the pace here,  being more risk averse by nature. That would impact both Pony and WeRide.

As for Temasek, maybe the low $6 levels, 20-23 of March (volume 50m) triggered compliance driven selling? How’s to say?

@NLZ I have no idea why. Do they automatically sell at a certain loss? Thye only bought 14.5K shares of PONY. The conviction is small.  
 
Whatever it is about they decided not to wait.

 I have no idea why. Do they automatically sell at a certain loss? Thye only bought 14.5K shares of PONY. The conviction is small.  
 
Whatever it is about they decided not to wait.

@LubberJML It seems they are:

Temasek operates under an Organisational Risk Management Framework with defined risk–return “appetite statements” and position‑size limits.
If a portfolio company’s risk profile or volatility breaches internal risk thresholds (e.g., over‑exposure to a sector or country), Temasek could be compliance‑like forced to de‑risk by selling, even if the price is low.

https://tr23.temasekreview.com.sg/portfolio/how-we-manage-risks.html

There are inherent risks whenever we invest, divest, or hold our assets, and wherever we operate.

Temasek Review 2023

How We Manage Risks - Resilient & Forward Looking Portfolio | Temasek Review 2023

 It seems they are:

Temasek operates under an Organisational Risk Management Framework with defined risk–return “appetite statements” and position‑size limits.
If a portfolio company’s risk profile or volatility breaches internal risk thresholds (e.g., over‑exposure to a sector or country), Temasek could be compliance‑like forced to de‑risk by selling, even if the price is low.

