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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 buzz driven by speculative trading and "meme stock" energy, with many retail traders discussing potential short squeezes and its proximity to the anticipated SpaceX IPO. Discussions highlight strong conviction among bulls, a rapid price increase, and a general sense of FOMO (Fear Of Missing Out) in the community, despite some skepticism about the company's long-term fundamentals and recent filings.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp (RDW) is trending as investors anticipate a significant boost from the upcoming SpaceX IPO, fueling speculation around the burgeoning space sector. Community sentiment is highly optimistic, with many discussing RDW's potential to reach new highs due to its role in space infrastructure and recent contract wins.

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 trending as investors debate its valuation and competitive positioning following a mixed earnings report where the company beat revenue and EPS estimates but offered a cautious outlook, sparking community discussion about AI's impact on cybersecurity.

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 is trending as investors react to NASA's Lunar Terrain Vehicle (LTV) contract awards, with the company not securing the initial bids which had been a key near-term catalyst, sparking significant volatility and debate about its core business strategy versus speculative flows.

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 a massive surge, crossing the $1 trillion market cap threshold and hitting all-time highs, fueled by analyst upgrades, strong AI demand, and supply constraints in the memory chip sector. The community is buzzing with excitement and disbelief over the rapid ascent, with many calling it a structural shift rather than just a cyclical trend, while some express caution about the extreme momentum.

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

Gorilla Technology Group Inc. is trending as investors anticipate blowout earnings, with recent developments bolstering confidence in the company's legitimacy and potential for significant market cap growth. Community sentiment is focused on upcoming catalysts, including potential dilution strategies and expected price surges above previous highs.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming (CRSR) is surging on strong earnings and a $50 million share repurchase program, coupled with excitement around AI hardware opportunities and potential tariff refunds, driving significant community discussion and positive price action.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs ($PL) is experiencing significant momentum, with community discussion focusing on its potential as a key player in the burgeoning space economy, especially with the anticipated SpaceX IPO acting as a major catalyst for the sector.

Hyliion Holdings Corp. engages in the development of sustainable electricity-producing technology. It focuses on providing modular power plant technology that can operate on various fuel sources through the KARNO power module. The company was founded by Thomas J. Healy in 2015 and is headquartered in Cedar Park, TX.

Hyliion Holdings Corporation - Ordinary Shares - Class A

Hyliion Holdings Corp

Hyliion Holdings Corp. is trending as investors focus on its KARNO generator technology, which offers fuel flexibility and high efficiency, attracting interest from the U.S. military and potentially AI data centers. Discussions around naval trials, NASA engagement for space applications, and a large pipeline of non-binding letters of intent are fueling community excitement and speculation.

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 is trending as investors discuss a significant share offering, which includes both newly issued and existing shares, intended to fund future growth initiatives and provide liquidity to selling shareholders. While the company aims to support growth with its portion of the proceeds, the offering has led to conversations about potential dilution and insider profit-taking, alongside some optimism regarding the company's position in the AI infrastructure and power demand sector.

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Northeast Asian assessed spot LNG price JKM (June delivery) for last week (11 - 15 May) rose to mid-$18s/MBtu on 15 May from low-$16s/MBtu the previous weekend (8 May) 
 
European gas price TTF for last week (11 - 15 May, June delivery) rose to $17.1/MBtu on 15 May from $15.2/MBtu the previous weekend (8 May) 
 
Best case scenerio is lower Henry Hub &amp; higher JKM, TTF, GIXI  
 
--- Spreads remain elevated for US LNG exporters - $VG $LNG $XOM

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Cheniere Energy Inc.

Exxon Mobil Corp

Northeast Asian assessed spot LNG price JKM (June delivery) for last week (11 - 15 May) rose to mid-$18s/MBtu on 15 May from low-$16s/MBtu the previous weekend (8 May) 
 
European gas price TTF for last week (11 - 15 May, June delivery) rose to $17.1/MBtu on 15 May from $15.2/MBtu the previous weekend (8 May) 
 
Best case scenerio is lower Henry Hub & higher JKM, TTF, GIXI  
 
--- Spreads remain elevated for US LNG exporters - 