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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 trending as investors anticipate a significant boost from the upcoming SpaceX IPO, fueling speculation around the burgeoning space sector. Community sentiment is highly optimistic, with many discussing RDW's potential to reach new highs due to its role in space infrastructure and recent contract wins.

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. (MNTS) is experiencing significant buzz and speculative trading, fueled by the upcoming SpaceX IPO and community excitement around its "space tug" technology. Discussions highlight a potential short squeeze, with bulls urging "HODL" as the stock approaches key resistance levels, while bears warn of dilution and potential offerings.

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

Zscaler is trending as investors react to its latest earnings report, with mixed sentiment emerging around its guidance and growth outlook despite beating revenue and EPS estimates. Community discussion highlights concerns about decelerating growth and increasing capital expenditures, contrasted with optimism about its AI positioning and long-term potential, leading to significant post-earnings volatility.

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 significant volatility as the market reacts to NASA's recent contract awards, with the company not securing the Lunar Terrain Vehicle (LTV) contract, a key near-term catalyst. Despite this setback, discussions highlight that the LTV was not central to the company's broader long-term strategy, which focuses on larger lunar infrastructure contracts, and that the company still holds a substantial backlog.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. is surging as traders flock to speculative, high-beta names, with community discussion highlighting its recent breakout over major overhead supply zones and anticipation of further upside toward the $15 area, fueled by significant short interest and influential institutional buying.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

The community is buzzing about Kendu ($KENDU.X), highlighting its active IRL initiatives and diverse product ecosystem, including energy drinks and spices, as key drivers of its growth and potential.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is trending as investors discuss its recent strong earnings report and a newly approved $50 million share repurchase program, with many seeing significant upside potential and a potential short squeeze driven by high short interest and a significant increase in borrowing rates.

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

ONDS is trending as the community anticipates potential short squeezes and Russell 2000 index inclusion, fueled by strategic acquisitions like Omnisys that bolster its AI-driven defense and autonomous systems capabilities.

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 (MU) is experiencing a massive surge, crossing the $1 trillion market cap threshold and hitting all-time highs, fueled by analyst upgrades, strong AI demand, and supply constraints in the memory chip sector. The community is buzzing with excitement and disbelief over the rapid ascent, with many calling it a structural shift rather than just a cyclical trend, while some express caution about the extreme momentum.

Hyliion Holdings Corp. engages in the development of sustainable electricity-producing technology. It focuses on providing modular power plant technology that can operate on various fuel sources through the KARNO power module. The company was founded by Thomas J. Healy in 2015 and is headquartered in Cedar Park, TX.

Hyliion Holdings Corporation - Ordinary Shares - Class A

Hyliion Holdings Corp

Hyliion Holdings Corp. is trending as investors focus on its KARNO generator technology, which offers fuel flexibility and high efficiency, attracting interest from the U.S. military and potentially AI data centers. Discussions around naval trials, NASA engagement for space applications, and a large pipeline of non-binding letters of intent are fueling community excitement and speculation.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$SUI.X More and More so called &quot;CRYPTO GURUS&quot; Now Coming Out STRONG on SUI... Only a MATTER of Time before there is a HUGE Shift. No other Network / Ecosystem has the FIRE and COORDINATED ACTIVITY like SUI Network.  
They are ALL Separate, but The Founders / Co-Founders are TREATING the &quot;MISSION CRITICAL&quot; Infrastructure as if they are ALL part of the PARENT NETWORK. 
 
Why? They are LEAVING Nothing to Chance. 
 
This is NOT your Daddy&#39;s Old ETHEREUM, it is NOT even your UNCLE&#39;S Solana!  
 
(REST of the POST will be MULTI-POSTS in REPLIES to SELF) 
 
It is a MUST READ... 
 
The Best Half of the OLD Facebook LIBRA / DIEM Team knows what MISSION CRITICAL Infrastructure is ALL about.  
 
Think about the MASS Volume of Facebook Data and the BACK END ...  
 
💡 1. What the Facebook Libra/Diem Team Saw Firsthand — and Why That Vision is Valuable in Web3 
The ex-Libra/Diem builders (Mysten Labs / SUI team) witnessed:

Stubby Brown

Patty

Mighty Wookie

Murphwi1

….

Karen Abbott

Trading To Beat My Own ATH

Allie99999

$SUI.X $DEEP.X $NS.X $WAL.X 
SUI Network is NOT Just building a blockchain. ⚡💥 
 
They’re building the entire backend of the future internet, WEB3  — with Facebook-level performance, but crypto-native values. &quot;A Better CRYPTO Mouse Trap&quot; 🧀 
 
I will be PUBLISHING this as a COMPLETE Article, will RESHARE once complete. Stay Tuned! 📖🧾📘 
 
Follow Me on X at  https://x.com/SocialCheese 
 
https://SUI.io

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David Jamison

 More and More so called "CRYPTO GURUS" Now Coming Out STRONG on SUI... Only a MATTER of Time before there is a HUGE Shift. No other Network / Ecosystem has the FIRE and COORDINATED ACTIVITY like SUI Network.  
They are ALL Separate, but The Founders / Co-Founders are TREATING the "MISSION CRITICAL" Infrastructure as if they are ALL part of the PARENT NETWORK. 
 
Why? They are LEAVING Nothing to Chance. 
 
This is NOT your Daddy's Old ETHEREUM, it is NOT even your UNCLE'S Solana!  
 
(REST of the POST will be MULTI-POSTS in REPLIES to SELF) 
 
It is a MUST READ... 
 
The Best Half of the OLD Facebook LIBRA / DIEM Team knows what MISSION CRITICAL Infrastructure is ALL about.  
 
Think about the MASS Volume of Facebook Data and the BACK END ...  
 
💡 1. What the Facebook Libra/Diem Team Saw Firsthand — and Why That Vision is Valuable in Web3 
The ex-Libra/Diem builders (Mysten Labs / SUI team) witnessed:

Part 2. 
 
✅ Global Scale User Experience Needs 
FB had to manage billions of user interactions daily across multiple devices and jurisdictions. 
 
They built extremely low-latency, high-throughput systems — lessons directly influencing SUI’s parallel transaction processing and object-based architecture. 
 
✅ Onboarding &amp; Identity at Scale 
They ran Facebook Login across millions of third-party sites and apps. 
 
Saw OAuth&#39;s friction, account recovery problems, and UX drop-offs. 
 
This explains SUI’s Move-based identity primitives and support for gasless transactions, sponsored transactions, and smooth onboarding flows. 
 
✅ Data Sovereignty &amp; Global Regulation 
Internal debates over data localization, GDPR, user privacy, and cross-border compliance gave them firsthand understanding of the limitations of centralized control. 
 
This informs their push for self-custody, ZK compliance solutions, and user-owned data objects.

Part 2. 
 
✅ Global Scale User Experience Needs 
FB had to manage billions of user interactions daily across multiple devices and jurisdictions. 
 
They built extremely low-latency, high-throughput systems — lessons directly influencing SUI’s parallel transaction processing and object-based architecture. 
 
✅ Onboarding & Identity at Scale 
They ran Facebook Login across millions of third-party sites and apps. 
 
Saw OAuth's friction, account recovery problems, and UX drop-offs. 
 
This explains SUI’s Move-based identity primitives and support for gasless transactions, sponsored transactions, and smooth onboarding flows. 
 
✅ Data Sovereignty & Global Regulation 
Internal debates over data localization, GDPR, user privacy, and cross-border compliance gave them firsthand understanding of the limitations of centralized control. 
 
This informs their push for self-custody, ZK compliance solutions, and user-owned data objects.

Part 3.  
✅ UI/UX Design Patterns 
Facebook built interfaces that billions of non-technical users understand intuitively. 
 
They understand how to abstract complexity — and that’s baked into SUI’s dev-friendly SDKs, wallet experiences, and modular app architecture. 
 
✅ Scaling Infrastructure 
Their backend had to: 
 
Handle massive read/write loads 
 
Support real-time messaging, media, comments, ad tracking 
 
Optimize storage and sync latency 
 
This influenced SUI’s storage-focused architecture, ability to update on-chain data via dynamic objects, and off-chain compute integrations like Walrus. 
 
🧱 2. ALL of the Core Facebook Data Structures They Had to Store and Manage 
This is key to understanding why SUI is architected the way it is — and why Walrus might be the most undervalued infrastructure piece in the entire ecosystem: 
 
Facebook-style Data Types: 
User Profiles 
 
ID, name, avatar, contact info, permissions 
 
Relationships 
 
Friends, followers, groups, tags 
 
Media Assets 
 
(NEXT)

Part 4.  
 
Media Assets 
 
Photos, videos, thumbnails, reactions, live streams 
 
Event Logs / Notifications 
 
Activity streams, comment threads, like/react history 
 
Messaging 
 
Direct messages, encrypted chat, message queues 
 
Smart Feeds 
 
Personalized content delivery, ranking algorithms 
 
App Permissions 
 
Third-party app connections, tokens, OAuth scopes 
 
Ad Graphs &amp; Behavioral Data 
 
Pixels, conversion data, inferred interests, retargeting sets 
 
Business Pages &amp; Apps 
 
Sub-accounts, analytics dashboards, in-app admin layers 
 
Financial / Payments Data 
 
MetaPay, subscription records, digital purchases, KYC 
 
🦭 3. Why Walrus Protocol Will Be a Godsend in This Context 
Walrus is not just a decentralized storage play — it’s a modular off-chain compute + secure storage layer that’s positioned like Facebook’s internal data centers + CDNs + developer SDKs rolled into one.

Part 4.  
 
Media Assets 
 
Photos, videos, thumbnails, reactions, live streams 
 
Event Logs / Notifications 
 
Activity streams, comment threads, like/react history 
 
Messaging 
 
Direct messages, encrypted chat, message queues 
 
Smart Feeds 
 
Personalized content delivery, ranking algorithms 
 
App Permissions 
 
Third-party app connections, tokens, OAuth scopes 
 
Ad Graphs & Behavioral Data 
 
Pixels, conversion data, inferred interests, retargeting sets 
 
Business Pages & Apps 
 
Sub-accounts, analytics dashboards, in-app admin layers 
 
Financial / Payments Data 
 
MetaPay, subscription records, digital purchases, KYC 
 
🦭 3. Why Walrus Protocol Will Be a Godsend in This Context 
Walrus is not just a decentralized storage play — it’s a modular off-chain compute + secure storage layer that’s positioned like Facebook’s internal data centers + CDNs + developer SDKs rolled into one.

Part 5.  
 
🔓 Walrus Solves the Following: 
Storage of dynamic, mutable, complex off-chain data 
 
Think: encrypted messages, gameplay states, document edits, large files 
 
Edge compute 
 
Like Firebase Functions, with SUI triggers and low latency. 
 
Zero-trust access control 
 
Developers can create private/public read/write permissioning for any data stream or content type. 
 
Session-based data 
 
Web3 apps can finally have user sessions, cache states, and even run full collaborative real-time apps. 
 
This opens the door to: 
 
A Web3 version of Instagram DMs or WhatsApp 
 
Web3 gaming with real player states stored off-chain 
 
NFT-based apps with evolving metadata and content 
 
AI agents interacting with on-chain user identity + off-chain files 
 
Secure CRM dashboards, analytics, and internal ops systems for DAOs and protocols

Part 6. 
 
🧠 4. Why These Are In-House &amp; Not &quot;Do-Whatever&quot; Protocols 
SUI is building its own vertical stack — not unlike Apple or Meta: 
 
DeepBook = Native Order Book DEX Layer 
 
SuiNS = Naming and identity layer 
 
WAL (Walrus) = File storage, edge compute, backend-in-a-box 
 
zkLogin = Seamless onboarding with Web2 credentials (Google, Facebook, Twitch, etc.) 
 
🔁 This is ecosystem lock-in with purpose. You don’t want devs relying on IPFS, Firebase, or AWS to build Web3 dApps when you can keep them in the SUI stack — faster, safer, and SUI-native. 
 
🧰 5. Final Thoughts: SUI as the “Better Crypto Mouse Trap” 
Facebook failed with Libra because of compliance chokeholds and being a centralized player pretending to go decentralized. 
 
SUI is what Libra wanted to be — but open-source, community-owned, and backed by the right tech primitives: 
 
Parallel Execution (scalable) 
 
Object-Oriented Smart Contracts (intuitive, flexible) 
 
Native Storage &amp; Data Ownership 
 
Zero-friction Onboarding 
 
Firebase-like Infra (via Walrus)

Part 6. 
 
🧠 4. Why These Are In-House & Not "Do-Whatever" Protocols 
SUI is building its own vertical stack — not unlike Apple or Meta: 
 
DeepBook = Native Order Book DEX Layer 
 
SuiNS = Naming and identity layer 
 
WAL (Walrus) = File storage, edge compute, backend-in-a-box 
 
zkLogin = Seamless onboarding with Web2 credentials (Google, Facebook, Twitch, etc.) 
 
🔁 This is ecosystem lock-in with purpose. You don’t want devs relying on IPFS, Firebase, or AWS to build Web3 dApps when you can keep them in the SUI stack — faster, safer, and SUI-native. 
 
🧰 5. Final Thoughts: SUI as the “Better Crypto Mouse Trap” 
Facebook failed with Libra because of compliance chokeholds and being a centralized player pretending to go decentralized. 
 
SUI is what Libra wanted to be — but open-source, community-owned, and backed by the right tech primitives: 
 
Parallel Execution (scalable) 
 
Object-Oriented Smart Contracts (intuitive, flexible) 
 
Native Storage & Data Ownership 
 
Zero-friction Onboarding 
 
Firebase-like Infra (via Walrus)

@djamoney great read ... like the baby is doing