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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 is experiencing a massive surge, with the community discussing significant short covering and a potential undervaluation leading to a rapid ascent. The conversation highlights strong momentum and excitement about breaking past key resistance levels, fueled by broader interest in the aerospace and defense sector.

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 is experiencing a massive surge, driven by AI-driven demand for its memory chips and an increasingly bullish outlook from analysts, pushing its market cap past $1 trillion and sparking widespread community discussion about its future potential.

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 a hot topic as investors anticipate potential NASA contract wins, with significant community discussion around its role in lunar infrastructure and future space endeavors, particularly in light of the upcoming SpaceX IPO.

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. is seeing significant chatter driven by its involvement in the burgeoning space sector and anticipation surrounding the upcoming SpaceX IPO. Discussions highlight the company's propulsion technology, potential contract wins, and a recent director's stock purchase, all contributing to a speculative rally with some traders expecting further upside.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba Group Holding Ltd. ($BABA) is trending as investors react to news of the US clearing sales of Nvidia's H200 AI chips to Chinese tech giants, including Alibaba, while also noting the company's own AI chip advancements and potential for reduced tariffs following a high-stakes summit between Xi Jinping and Donald Trump.

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

Following a significant post-earnings drop, Zscaler (ZS) is experiencing considerable community discussion around its future prospects, with debates on whether it presents a 'buy the dip' opportunity or is headed for further declines due to concerns about its forward guidance and management.

CPS Technologies Corp. engages in the provision of advanced material solutions to the transportation, automotive, energy, computing or Internet, telecommunications, aerospace, defense, and oil and gas end markets. The firm focuses on the design, manufacture, and sale of custom metal matrix composite components. It also assembles housings and packages for hybrid circuit. The company was founded in 1984 and is headquartered in Norton, MA.

CPS Technologies Corporation

Retail investors are buzzing about $CPSH, fueled by speculation of it being a SpaceX supplier and its role in advanced materials for defense and AI sectors, alongside strong insider buying and expansion plans.

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 (ASTS) is trending due to Europe's push against Starlink, shining a spotlight on its Vodafone joint venture which aims to provide direct-to-device satellite broadband, fueling community discussion about potential price surges and future market dominance.

Sidus Space, Inc. is a space-as-a-service company. The firm focuses on commercial satellite design, manufacture, launch planning, mission operations and in-orbit support, and data collection with a vision to demonstrate space operations for new technologies, and deliver data and predictive analytics to both domestic and global customers. The company was founded by Carol M. Craig on July 17, 2012 and is headquartered in Merritt Island, FL.

Sidus Space Inc - Ordinary Shares - Class A

Sidus Space is trending as the space sector heats up, driven by excitement around the upcoming SpaceX IPO and speculation about potential contract wins. Community sentiment is highly optimistic, with discussions focusing on potential short squeezes and significant price appreciation driven by increased volume and institutional interest.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. The company operates through the OSS and OSS Europe segments. One Stop Systems was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

The stock is buzzing due to significant institutional buying, including a major jump from UBS Group AG, signaling strong confidence in One Stop Systems' (OSS) growth potential within the expanding edge AI and defense sectors. Community sentiment is highly bullish, with many anticipating a significant rerating and potential for multi-bagger returns, especially with upcoming contract wins and the company's strategic position in critical infrastructure.

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$AAP  
Took the L here last month but back on my radar. Will let ER settle for a few weeks.

Patrick

Matija Kraševec

$AAP is up nearly 19% following earnings. Is the turnaround in full force?

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Advance Auto Parts Inc

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Took the L here last month but back on my radar. Will let ER settle for a few weeks.