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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 (RDW) is experiencing significant upward momentum, driven by strong community sentiment and speculation surrounding potential catalysts like the upcoming SpaceX IPO. Investors are actively discussing the stock's potential to reach higher price targets, with many expressing excitement about its current strength and future prospects in the burgeoning space 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 significant surge driven by analyst upgrades and strong AI-fueled demand for its memory chips, pushing its market cap over $1 trillion and sparking widespread community discussion about sustainability and future potential.

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.

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 the market reacts to NASA's latest lunar contract awards; while the company did not secure the Lunar Terrain Vehicle (LTV) contract, the community is discussing its broader lunar infrastructure role and its significant backlog, anticipating future opportunities.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Community sentiment is heavily favoring a continued bullish run for SOXL, with many users advocating for holding positions and expressing excitement about potential further upside. However, a notable undercurrent of concern exists regarding the sustainability of the rally and the potential for a sharp downturn, fueled by the sector's rapid ascent and mentions of historical bubble parallels.

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 Inc. is trending as the broader space sector heats up, fueled by anticipation of the SpaceX IPO and potential government defense contract wins. Community sentiment is highly optimistic, with discussions focusing on the company's cash runway, potential for future growth, and the possibility of significant price appreciation driven by sector momentum and speculation.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

The Direxion Daily Semiconductor Bear 3X Shares ETF ($SOXS) is under intense pressure as semiconductor stocks, particularly MU and MRVL, continue to surge on analyst upgrades and AI hype. Traders are discussing extreme valuations, potential market bubbles, and the difficulty of timing a reversal, with many expressing frustration and significant losses on inverse positions.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion (INFQ) is seeing significant community attention driven by recent US government funding and strategic partnerships, particularly with NVIDIA, positioning it as a leader in quantum computing and sensing. Discussions highlight its strong fundamentals, including substantial cash reserves and revenue generation, contrasting with its lower market cap compared to peers, fueling optimism for substantial upside potential.

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.

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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$HEXO FYI AB45 will be signed into law by October 10 
 “After more than three years of stops and starts and difficult negotiations, the era of hemp CBD prohibition in California will soon be over, now that the California state legislature overwhelmingly approved AB45, a bill to legalize it this past week. Governor Newsom is expected to sign the bill by or before Oct. 10.”

“Twenty percent of the nation’s wellness market is California, and that will now open up to hemp extracts, cannabinoids and CBD, and that means huge opportunities for California farmers,” Miller said. “The era of CBD prohibition is over. … This is going to be a gold boom.”

“Although the new law would allow California hemp farmers to sell smokable flower out of state, the products couldn’t be sold in-state until lawmakers agree how to tax them.”

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HEXO Corp

 FYI AB45 will be signed into law by October 10 
 “After more than three years of stops and starts and difficult negotiations, the era of hemp CBD prohibition in California will soon be over, now that the California state legislature overwhelmingly approved AB45, a bill to legalize it this past week. Governor Newsom is expected to sign the bill by or before Oct. 10.”

“Twenty percent of the nation’s wellness market is California, and that will now open up to hemp extracts, cannabinoids and CBD, and that means huge opportunities for California farmers,” Miller said. “The era of CBD prohibition is over. … This is going to be a gold boom.”

“Although the new law would allow California hemp farmers to sell smokable flower out of state, the products couldn’t be sold in-state until lawmakers agree how to tax them.”

This is important for Hexo because Coors/Hexo joint venture, Truss, will be able to sell its Veryvell drinks in CA. Depending on the nature of the JV Hexo has in place to sell Redecan in California, they should also be able to ship out of California to sell their products. (They announced they will be selling Redecan in CA starting in January)
Also, once Hexo and their fortune 200 CPG are able to sell, they will be in California, Colorado and Canada straight away.