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Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is facing intense selling pressure post-earnings, with significant after-hours drops despite beating revenue and EPS estimates, leading to community discussions about a potential "double beat but not explode" scenario and whether this represents a buying opportunity or continued weakness.

Momentus, Inc. engages in the provision of in-space infrastructure services. It offers space transportation and in-orbit servicing. The company was founded by Mikhail Kokorich in 2017 and is headquartered in Santa Jose, CA.

Momentus Inc - Ordinary Shares - Class A

Momentus Inc. (MNTS) is experiencing significant upward momentum, fueled by anticipation surrounding the upcoming SpaceX IPO and positive insider buying activity. Despite concerns about a mixed shelf offering filing, the stock is largely seen as a low-float, high-potential play within the booming space sector, with many expecting further gains leading up to the SpaceX listing.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology (MU) is experiencing explosive growth and reaching all-time highs, fueled by a massive UBS price target upgrade to $1,625 and widespread optimism around AI's impact on the memory industry. The community is buzzing about the stock's potential, with many seeing it as a structural story rather than just a cyclical play, and some even projecting valuations reaching $1 trillion.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is seeing significant social media buzz as investors react to NASA's recent Lunar Terrain Vehicle (LTV) contract awards, with mixed sentiment ranging from disappointment over not securing a contract to optimism about future opportunities and the stock's broader potential. Discussions highlight the contract's importance as a near-term catalyst, the company's core business in lunar landers and data networks, and the potential for speculative flows to drive price volatility.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. It offers Alpha, Beta, Gamma, and orbital transfer vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 27, 2017 and is headquartered in Cedar Park, TX.

Firefly Aerospace Inc.

Firefly Aerospace (FLY) is trending due to its recent NASA subcontract win for lunar drone delivery, fueling community discussion about its role in deep space missions and upcoming sector catalysts like the SpaceX IPO. Despite a recent stock offering causing some short-term pressure, the company's embedded position in the space supply chain and ongoing price discovery are key talking points.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Insiders are buying up shares of CELH, signaling strong confidence in the company's future prospects, while the community buzzes about potential buyout opportunities and the stock's undervalued status.

Braiin Ltd. is an Australian technology company, which engages in developing a precision agriculture technology platform that provides farm management services. It operates through the following geographical segments: Australia, Sri Lanka, and U.S.A. The company was founded by Natraj Balasubramanian and Darren McVean on July 4, 2022 and is headquartered in Subiaco, Australia.

Braiin Ltd

Braiin Ltd (BRAI) is experiencing significant attention driven by a massive short squeeze fueled by an extremely high cost to borrow and a very limited float, creating a volatile trading environment with sharp price swings and active community debate.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending as investors weigh its AI-native security technology and undervalued market position against competitors like CrowdStrike and Zscaler. Discussions highlight its potential as a big tech acquisition target, especially with recent partnerships and the ongoing AI consolidation wave in cybersecurity.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Modine Manufacturing is trending after a significant Q4 earnings beat and a strong FY27 outlook, with community discussion highlighting its potential in AI-driven data center cooling and ambitious valuation targets.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgent Power Solutions (FPS) is trending as investors digest a significant secondary offering and weigh its long-term potential amidst AI infrastructure demand and a repricing of its credit facilities. Despite short-term dilution concerns, the community highlights FPS's fundamental positioning at the intersection of AI infrastructure and energy demand, with many seeing current price action as noise before a re-rating.

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$WRD my simple summary. 
weRide is timely. WRD is not.  
WeRide is a top pioneer in the emerging AV sector. This sector will be a top sector for a very long time.  
WeRide has every one of its AV approved for L4 use. The cost to bring them to market is paid.   
WeRide  has an established footprint in 12 countries and they are expanding it into YE with another tier 1 Chinese city and throughtout the EU. 
WeRide has multiple revenue streams. Its gross margin is solid, net loss is narrowing, revenue is growing by large percentages but the revenue number is too small for most investors. 
That is why WRD is not timely but it will become timely and possible the most desired AV stock eventually (something like a NVDIA craze). Not today and maybe not this year.  
 
Tony can fix the last sentence if he wants to by guiding Lenove, Geely and ADAS.  
 
So, this is where we are. A great leading edge company setting the rules for the market that needs more time.

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WeRide Inc. - ADR

 my simple summary. 
weRide is timely. WRD is not.  
WeRide is a top pioneer in the emerging AV sector. This sector will be a top sector for a very long time.  
WeRide has every one of its AV approved for L4 use. The cost to bring them to market is paid.   
WeRide  has an established footprint in 12 countries and they are expanding it into YE with another tier 1 Chinese city and throughtout the EU. 
WeRide has multiple revenue streams. Its gross margin is solid, net loss is narrowing, revenue is growing by large percentages but the revenue number is too small for most investors. 
That is why WRD is not timely but it will become timely and possible the most desired AV stock eventually (something like a NVDIA craze). Not today and maybe not this year.  
 
Tony can fix the last sentence if he wants to by guiding Lenove, Geely and ADAS.  
 
So, this is where we are. A great leading edge company setting the rules for the market that needs more time.