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Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is attracting significant investor attention following a sharp stock price decline despite reporting strong AI-related infrastructure orders and a raised full-year outlook. The community is actively debating whether the drop stems from margin concerns and component cost pressures or if the stock represents a long-term value opportunity for those seeking exposure to foundational AI networking infrastructure.

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 experiencing intense volatility and community speculation as investors position themselves ahead of the upcoming earnings release and critical NASA contract announcements. While bulls highlight technical breakouts and growth in the space sector as catalysts for a potential rally, the community remains divided, with some traders expressing caution over the company's historical volatility and mixed quarterly performance.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors aggressively shift into AI infrastructure plays, fueled by strategic partnerships with NVIDIA and significant growth in its optical networking and AI-native 5G/6G business. The community is actively discussing a potential long-term re-rating for the stock, pointing to its critical role in Western sovereign network security and sustained institutional call-buying activity.

Ondas, 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 West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors brace for a critical quarterly earnings release, with intense community debate focusing on the stock's recent volatility, dilution concerns, and heavy institutional accumulation. While some voices highlight the potential for an explosive recovery driven by government contracts and industry backlog, others remain skeptical, pointing to price stagnation and the recurring impact of capital raises.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is trending following a significant earnings beat and the announcement of a joint venture with Cerberus to scale its long-duration storage technology for the growing data center and AI power market. Community sentiment is sharply divided between bulls citing the company's massive order backlog and potential for a short squeeze, and bears pointing to persistent cash burn and the potential for dilutive capital raises.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is currently trending as investors weigh strong revenue growth and expanding commercial production for smart eyewear against ongoing concerns regarding the timeline for smartphone battery qualification. While community sentiment remains split between long-term optimism over their silicon-anode technology and frustration with manufacturing and execution delays, participants are closely monitoring for signs of scalable production and potential major OEM purchase orders.

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 experiencing intense volatility and aggressive swings as investors debate whether the stock is a bubble-bound meme play or a critical infrastructure beneficiary of the AI optical supercycle. While bulls highlight long-term 800G transceiver demand and institutional backing as justification for aggressive price targets, bears are aggressively targeting the firm for its lack of profitability and questioning the validity of its reported customer expansion.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the community debates a potential bullish breakout from a cup-and-handle pattern ahead of upcoming quarterly earnings, while speculators closely monitor high-stakes trade discussions between US and Chinese leadership. Investors remain divided, with long-term supporters highlighting the expansion of battery-swap infrastructure and new model launches, while bears continue to focus on dilution concerns and significant technical resistance.

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 is drawing intense focus as options traders aggressively position for upside ahead of earnings and a highly anticipated summit between President Trump and President Xi Jinping. Investors are closely weighing the potential for an AI-driven cloud business turnaround against broader volatility and geopolitical sensitivity surrounding the Chinese tech sector.

XYO is the original and one of the largest Decentralized Physical Infrastructure Networks (DePIN), boasting over 10 million nodes and consistently leading DePIN in both scale and revenue generation. Launching its Mainnet ahead of any other DePIN, XYO specializes in collecting and validating real-world data, bridging it seamlessly to Web3 and Web2 companies across AI, geolocation, and other critical data sectors. At the core of XYO are Proof of Location and Proof of Origin technologies, enabling accurate validation of real-world data for innovative use cases such as Real-World Asset (RWA) tracking, DePIN applications, real-world gaming, and treasure hunts. Recently, XYO expanded its ecosystem by launching the XYO Layer One blockchain, purpose-built to support the intensive data demands of DePIN, RWA, AI, and similar data-driven industries. XYO employs a unique dual-token model: XYO Token: An externally traded token supporting the DePIN ecosystem, rewards, staking, and governance, enhancing overall ecosystem value and scarcity.   XL1 Token: Internal to the XYO Layer One blockchain, facilitating transactions, gas fees, and other blockchain-specific use cases. The dual-token economics are strategically designed to increase scarcity and promote sustainable growth. The XYO token is available on major exchanges, including Coinbase. The XL1 token will launch publicly later in 2025. To accelerate network adoption and growth, XYO created the popular COIN app. Beyond the XYO Foundation, the team founded the U.S.-based, for-profit entity XY Labs Inc., notable as the first U.S. crypto company qualified by the SEC for a Regulation A offering, permitting share sales to both accredited and non-accredited investors. XY Labs further stands out as one of the pioneering U.S. companies to tokenize and publicly list its shares. These tokenized shares trade as $XYLB on the tZERO ATS, positioning XY Labs prominently in the growing wave of Real-World Asset (RWA) tokenization.

XYO Network

XYO is currently generating significant community buzz as investors debate its potential in the DePIN sector, with many closely watching for catalysts like the upcoming Clarity Act and potential major partnerships. While some community members remain skeptical due to recurring volatility, others are aggressively accumulating, citing the project's long-term utility and historical price patterns as reasons to hold.

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$OABI  
Alright board.  It&#39;s going to be a pretty interesting week coming up for this little security.  Here&#39;s my dumb take behind OmniAB right now- 
 
The thinking behind AI being an adversary to animal testing is the wrong approach (in the short to intermediate timeframe).  Smaller transgenic animal testing companies such as OmniAB are now potential acquisition targets (or at least partner candidates) for these AI companies so that the work can be proofed and checked.  The drug discovery industry moves at a snail&#39;s pace regarding regulations and I see OmniAB&#39;s assets as synergies to a company developing these new discovery platforms. 
 
This might be Gotham&#39;s view as well who knows.  
 
Volume has steadily been increasing for months, and the market cap tells me this will be a deSPAC that actually makes it down the road.  Only hold up I have for really big immanent moves is the warrant price action has gone to the graveyard.   The real boat anchor here is the potential for more equity offerings.

duncan macleod

Victor Coolidge

anonymous

StockTwits Web

OmniAb Inc

  
Alright board.  It's going to be a pretty interesting week coming up for this little security.  Here's my dumb take behind OmniAB right now- 
 
The thinking behind AI being an adversary to animal testing is the wrong approach (in the short to intermediate timeframe).  Smaller transgenic animal testing companies such as OmniAB are now potential acquisition targets (or at least partner candidates) for these AI companies so that the work can be proofed and checked.  The drug discovery industry moves at a snail's pace regarding regulations and I see OmniAB's assets as synergies to a company developing these new discovery platforms. 
 
This might be Gotham's view as well who knows.  
 
Volume has steadily been increasing for months, and the market cap tells me this will be a deSPAC that actually makes it down the road.  Only hold up I have for really big immanent moves is the warrant price action has gone to the graveyard.   The real boat anchor here is the potential for more equity offerings.