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Starfighters Space Inc

Starfighters Space Inc. (FJET), a recent IPO in the commercial space and hypersonic sectors, is experiencing a massive surge, driven by intense community FOMO and a perceived short squeeze. Investors are actively discussing its low float and unique air-launch capabilities, positioning it within a currently hot aerospace sector. The stock is generating significant conversation about its potential for explosive upward movement.

Omeros Corp. operates as a biopharmaceutical company. The firm engages in the discovery, development, and commercializing of both small-molecule and protein therapeutics for large market. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros (OMER) is experiencing intense investor anticipation surrounding its upcoming PDUFA date for Narsoplimab (Yartemlea) for TA-TMA. The recent closing of a multi-billion-dollar deal with Novo Nordisk and a new share repurchase program have significantly de-risked the company, fueling community discussions about a potential transformative approval, subsequent short squeeze, and substantial valuation upside for this first-in-class treatment.

Hycroft Mining Holding Corp. engages in the exploration, mining, and development of gold and silver properties. The company was founded on August 28, 2017 and is headquartered in Winnemucca, NV.

Hycroft Mining Holding Corporation - Ordinary Shares - Class A

Hycroft Mining Holding Corp

Hycroft Mining is experiencing a surge in conversation following promising drill results from its exploration program, which reported exceptionally high silver grades in the Vortex zone. This news, combined with significant buying activity from a key institutional investor and a generally bullish outlook for precious metals, is fueling widespread community interest. A notable talking point among investors is the recent decision by a former major holder to divest most of its stake in the company, coinciding with its current upward price momentum.

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 (QBTS) is trending amid analyst upgrades, including a $45 price target from Jefferies, and anticipation for its CES 2026 showcase of commercial quantum computing applications. The community is sharply divided, with bulls highlighting its "quantum supremacy in optimization" and potential as an AI enabler, while bears decry it as a "manipulated pump" detached from fundamental value. This intense debate around its role in the emerging quantum sector is driving significant conversation.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar Inc

First Solar is trending as its key customer, Intersect Power, was acquired by Alphabet, underscoring the company's crucial role in supplying solar modules for data centers and the broader AI energy demand. The community is noting strong technical breakouts and viewing FSLR as an undervalued leader benefiting from its robust domestic manufacturing capabilities and a favorable policy environment. This positions First Solar as a primary beneficiary of the expanding utility-scale solar market.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is trending due to strong community anticipation surrounding its imminent merger with Infleqtion, a quantum technology firm gaining significant attention. Investors are actively discussing Infleqtion's validated quantum sensing solutions for national security and defense, drawing comparisons to early Palantir, and highlighting its real revenue and strategic partnerships with entities like NVIDIA as key differentiators in the burgeoning quantum computing and AI landscape.

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 highly volatile amid contrasting analyst ratings and intense community debate over its role in the booming AI data center and optical networking sector. Bulls point to growing demand for 800G/1.6T transceivers from hyperscalers like Amazon and Oracle, along with manufacturing expansion, driving expectations for a 'super cycle' repeat. Conversely, recent downgrades and past execution concerns are fueling skepticism, causing sharp price swings as investors weigh future profitability against perceived risks.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunrun is trending due to reports of its residential batteries potentially powering data centers, a key development aligning with the surging energy demands of the AI sector. This catalyst, combined with multiple recent analyst upgrades and anticipation of improved solar financing conditions, is fueling community discussions about the company's strategic shift toward energy storage and virtual power plants.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security is trending amid strong community discussion around its pivotal role in the rapidly expanding unmanned systems sector, driven by recent news of a substantial defense spending bill and the US Army's announced plans to acquire a significant number of drones. Analysts are upgrading the stock, recognizing Kratos's strategic acquisitions and new facility expansions that aim to meet growing global demand for affordable, high-performance defense technologies.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending amid reports of a potential $10 billion investment in OpenAI, which includes OpenAI utilizing Amazon's Trainium AI chips. This development is driving community discussion, with investors, despite past frustrations over stagnant performance, anticipating it could be a significant catalyst to solidify Amazon's AI infrastructure leadership and potentially spark a long-awaited breakout.

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Things I&#39;m Thinking About This Week $GRPN  $SPX  $CAPR  $AI  $HTZ https://talkmarkets.com/content/us-markets/things-im-thinking-about-this-week?post=543055&amp;userid=123969

This week, markets continued to climb higher, all while stocks and volatility cratered back to cycle lows. Additionally, the markets seem to think the "AI trade" is back on. In such a market environment, what am I thinking about this week?