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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 extensive IP 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

AST SpaceMobile is trending after securing a prime contract position in the U.S. Missile Defense Agency's SHIELD program, which is part of the Golden Dome strategy. The community is buzzing, interpreting this as a significant de-risking event that validates the company's unique dual-use satellite technology for both commercial and national security applications. This has fueled strong bullish sentiment, with many anticipating further upside driven by potential short covering.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is actively trending amid significant investments in AI infrastructure, highlighted by a new multi-billion dollar partnership with BlackRock for data centers and OpenAI's expanded compute collaboration with Cerebras. This comes as the stock experiences a notable dip, sparking widespread community debate over its "oversold" status and anticipation for its upcoming earnings report, particularly in the context of increasing AI data center energy costs and regulatory discussions.

Ondas Holdings, 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 Holdings Inc

Ondas Holdings is trending following significantly raised revenue targets for fiscal years and a substantially increased backlog, alongside a strong cash position fueling acquisition speculation. The community is highly engaged, anticipating further positive updates from the upcoming Investor Day and noting increased pressure on short sellers. Speculation also circulates around a potential spin-off of its autonomous systems division, adding to the buzz.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending following significant ERCOT approval, which doubled its Helios data center's power capacity to over 1.6 gigawatts for AI-hosting. The community views this as a pivotal moment, anticipating a re-rating of Galaxy as a key AI infrastructure provider with substantial future growth potential beyond its traditional crypto business.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk (SNDK) is surging amid reports of drastic price increases for its high-capacity 3D NAND and enterprise SSDs, fueled by explosive demand from the burgeoning AI infrastructure. This memory supercycle has propelled the stock to new highs, sparking a community debate between those who see it as an unstoppable market leader and others warning of an extreme valuation and potential bubble.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is generating significant buzz, driven by its unique optical interposer platform poised to revolutionize high-speed data transfer for AI and data centers. The community is actively discussing the recent acquisition of a key POET customer by a major semiconductor firm, which is widely seen as a strong validation of POET's underlying technology. This strategic move, coupled with expanding global partnerships, has ignited investor optimism for impending commercial milestones and robust order flow in the rapidly evolving photonics sector.

Regentis Biomaterials Ltd. engages in the development of tissue repair solutions. It focuses on orthopedic treatments through its Gelrin platform based on degradable hydrogel implants to regenerate damaged or diseased tissue such as inflamed cartilage and bone tissue. The company was founded by Dror Seliktar and Tal Yehiel on September 1, 2004 and is headquartered in Or-Akiva, Israel.

Regentis Biomaterials Ltd.

Regentis Biomaterials

Regentis Biomaterials ($RGNT) is trending following news of a new U.S. patent for its GelrinC liquid formulation, alongside its status as a recent IPO. Community discussion is focused on the stock's compellingly low float and GelrinC's existing European approval, fueling speculation about its substantial market potential. Traders are actively monitoring $RGNT as a potential low-float play within the medical device sector.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending with intense focus on its upcoming earnings report, as the community actively debates the implications of a potential all-cash offer for Warner Bros. Discovery assets and unconfirmed rumors of significant institutional buying. Investors are sharply divided, with some anticipating a substantial post-earnings rally from oversold levels, while others remain cautious due to acquisition-related uncertainties and recent stock performance. The market eagerly awaits clarity on both financial performance and the WBD deal's progression, driving high anticipation for the week ahead.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network ($ZBCN) is generating buzz with its recent USD1 payroll and card integration via World Liberty Finance, alongside anticipation for its Super App launch and expanded blockchain integrations. The community is actively discussing ZBCN's advanced ISO 20022 compliance and its strategic positioning within the real-world asset sector, frequently comparing its potential to established players.

SU Group Holdings Ltd. engages in the provision of security-related engineering services, and security guarding and screening services. It operates through the Security-Related Engineering Services and Security Guarding and Screening Services segments. The company was founded by Ming Chan in 1998 and is headquartered in Hong Kong.

SU Group Holdings Ltd. - Ordinary Shares - Class A

SU Group Holdings Ltd

SU Group Holdings Ltd is trending due to recent financial results indicating revenue growth in security-related engineering services and the anticipation of new contract news. The community is actively discussing its ultra-low share float and substantial short interest, leading to strong speculation about a potential short squeeze, drawing comparisons to other volatile 'Hong Kong low float' stocks.

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$RAND Investor focus is migrating toward execution sequencing, since capital markets reward discipline over expansion for its own sake. Absent traction, patience will erode.

$RAND - for those of us without PHDs can you restate this in layman terms?  Much appreciated

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 Investor focus is migrating toward execution sequencing, since capital markets reward discipline over expansion for its own sake. Absent traction, patience will erode.