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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending amid intense new year profit-taking and portfolio rebalancing, leading to a significant price dip. This has ignited a fierce debate within the community, with many investors eagerly "buying the dip" due to strong conviction in its AI-driven future, while others continue to argue the stock remains overvalued and point to perceived market manipulation.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is a major talking point following reports of declining vehicle sales, fueling community debate over its market position amidst fierce EV competition. Bears highlight concerns about its high valuation and the ongoing struggles in its core automotive business. Conversely, bulls maintain conviction in the company's pivot towards future growth areas like AI, robotics, and robotaxis, viewing these as the primary value drivers.

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 a trending topic following the successful early orbit operations of its BlueBird 6 satellite and AT&T's confirmation of beta satellite service for FirstNet and select customers in the first half of 2026. The community is buzzing with anticipation for the company's direct-to-device 4G/5G connectivity, with many believing numerous upcoming catalysts, including military contracts and further deployments, will drive significant growth in the rapidly expanding space sector. Investors widely view current price levels as a strong accumulation opportunity before commercial service and revenue generation commence.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending due to its critical GaN and SiC power solutions for next-generation AI data centers, notably aligning with NVIDIA's 800VDC architecture. The community is buzzing about the stock's substantial short interest, fueling intense anticipation of a significant short squeeze and perceived market manipulation. Investors are closely monitoring recent strategic partnerships and potential breakthroughs in securing major contracts that could solidify its pivotal role in energy-efficient AI infrastructure.

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 is experiencing a significant surge, fueled by recent analyst upgrades and robust demand for its High-Bandwidth Memory (HBM) products, essential for the expanding AI sector. This momentum sparks intense debate among investors, with many anticipating a sustained "memory supercycle" and further appreciation, while a skeptical segment warns of an "AI bubble" and potential pullback following its substantial gains.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending after announcing record monthly and quarterly vehicle deliveries, signaling strong operational growth and nearing a significant cumulative production milestone. Despite this positive momentum, the community is actively debating perceived market manipulation, expressing frustration that the stock's performance isn't reflecting its improving fundamentals. Many long-term investors maintain conviction, believing the company remains undervalued given its innovative battery swap technology and anticipated path to profitability.

Polyrizon Ltd. is a development stage biotech company, which engages in the development of nasal hydrogels. It provides barriers from the interaction of biological assaults, including a new strain of coronavirus, influenza, allergens and other airborne pathogens with the nasal epithelial tissue. The company was founded by Tomer Izraeli in January 2005 and is headquartered in Raanana, Israel.

Polyrizon Ltd.

Polyrizon Ltd. Ordinary Shares

Polyrizon Ltd. is garnering significant attention following its FDA pre-submission for a nasal spray allergy blocker and advancements in its viral blocker and naloxone hydrogel programs. The community is buzzing about the stock's extremely low float and high short interest, leading to strong speculation about a potential short squeeze. Investors are discussing its innovative product platform targeting multi-billion dollar markets for allergy and viral protection.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as the community eagerly discusses its proposed spin-off and Hong Kong listing of the AI chip unit, Kunlunxin, a move anticipated to unlock substantial value. This development, coupled with Baidu's advancements in autonomous driving and China's drive for semiconductor independence, positions the company for significant upside. Investors are closely monitoring its performance relative to other Chinese tech firms and its potential to break through current price levels.

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 Boston, MA.

Ondas Holdings Inc

Ondas Holdings is currently trending, driven by its strategic corporate rebranding, relocation to West Palm Beach, Florida, and recent $10 million in new orders for autonomous systems. The community is expressing strong bullish sentiment, often comparing its growth potential to Palantir and anticipating major contracts, particularly for counter-UAS technology in Florida's defense hub. This positions Ondas at the forefront of the accelerating multi-domain autonomy sector.

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 (RDW) is seeing heightened investor attention driven by a significant recent contract win for docking systems and its strategic positioning within the expanding space and defense sectors. The community is actively discussing strong accumulation and the potential for a short squeeze, anticipating further momentum from upcoming large government contracts like the Golden Dome initiative. This bullish sentiment is further supported by a reiterated 'Buy' rating and recent institutional investments, signaling confidence in the company's growth trajectory amidst a heating 'new space race' narrative.

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All four market-cap segments gained more than 1% this week and remain above their weekly Ichimoku clouds. Three of these are clearly in a long-term uptrend. The S&amp;P 600 remains about 4.5% short of a new all-time high, suggesting that this bull market still has a bit more broadening to do.  
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All four market-cap segments gained more than 1% this week and remain above their weekly Ichimoku clouds. Three of these are clearly in a long-term uptrend. The S&P 600 remains about 4.5% short of a new all-time high, suggesting that this bull market still has a bit more broadening to do.  


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