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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is a trending topic amidst a notable price drop, with much discussion attributing the movement to investors taking gains after a strong performance and the beginning of a new tax period. Community sentiment is polarized; many see this as a compelling buying opportunity, emphasizing the company's long-term AI potential, while others are quick to highlight its high valuation and anticipate further downside.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending due to its critical GaN and SiC power solutions for next-generation AI data centers, notably aligning with NVIDIA's 800VDC architecture. The community is buzzing about the stock's substantial short interest, fueling intense anticipation of a significant short squeeze and perceived market manipulation. Investors are closely monitoring recent strategic partnerships and potential breakthroughs in securing major contracts that could solidify its pivotal role in energy-efficient AI infrastructure.

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 (RDW) is seeing heightened investor attention driven by a significant recent contract win for docking systems and its strategic positioning within the expanding space and defense sectors. The community is actively discussing strong accumulation and the potential for a short squeeze, anticipating further momentum from upcoming large government contracts like the Golden Dome initiative. This bullish sentiment is further supported by a reiterated 'Buy' rating and recent institutional investments, signaling confidence in the company's growth trajectory amidst a heating 'new space race' narrative.

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 is trending due to the successful orbital deployment of its BlueBird 6 satellite and AT&T's confirmation of beta direct-to-device service in the first half of 2026. The community is highly bullish on ASTS, anticipating significant revenue and a potential short squeeze as the company moves towards commercialization and eliminating global dead zones. Investors see ASTS as a pivotal long-term play for generational wealth within the rapidly expanding space sector.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the community reacts to its reported record December and Q4 vehicle deliveries, with cumulative sales nearing one million. Many investors are actively discussing whether this strong sales performance will translate to profitability and a higher valuation, often framing current price action as significant market manipulation compared to sector peers.

Ondas Holdings, 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 Boston, MA.

Ondas Holdings Inc

Ondas Holdings is currently trending, driven by its strategic corporate rebranding, relocation to West Palm Beach, Florida, and recent $10 million in new orders for autonomous systems. The community is expressing strong bullish sentiment, often comparing its growth potential to Palantir and anticipating major contracts, particularly for counter-UAS technology in Florida's defense hub. This positions Ondas at the forefront of the accelerating multi-domain autonomy sector.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as the community eagerly discusses its proposed spin-off and Hong Kong listing of the AI chip unit, Kunlunxin, a move anticipated to unlock substantial value. This development, coupled with Baidu's advancements in autonomous driving and China's drive for semiconductor independence, positions the company for significant upside. Investors are closely monitoring its performance relative to other Chinese tech firms and its potential to break through current price levels.

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 is experiencing a significant surge, fueled by recent analyst upgrades and robust demand for its High-Bandwidth Memory (HBM) products, essential for the expanding AI sector. This momentum sparks intense debate among investors, with many anticipating a sustained "memory supercycle" and further appreciation, while a skeptical segment warns of an "AI bubble" and potential pullback following its substantial gains.

Polyrizon Ltd. is a development stage biotech company, which engages in the development of nasal hydrogels. It provides barriers from the interaction of biological assaults, including a new strain of coronavirus, influenza, allergens and other airborne pathogens with the nasal epithelial tissue. The company was founded by Tomer Izraeli in January 2005 and is headquartered in Raanana, Israel.

Polyrizon Ltd.

Polyrizon Ltd. Ordinary Shares

Polyrizon (PLRZ) is gaining significant attention following its advanced nasal spray candidates, PL-16 and PL-14, progressing through the FDA's pre-submission process for potential over-the-counter status. The community is actively discussing the stock's extremely low float and high cost-to-borrow, fueling speculation for a potential short squeeze amidst enthusiasm for solutions addressing seasonal allergies and respiratory viruses.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is a major talking point following reports of declining vehicle sales, fueling community debate over its market position amidst fierce EV competition. Bears highlight concerns about its high valuation and the ongoing struggles in its core automotive business. Conversely, bulls maintain conviction in the company's pivot towards future growth areas like AI, robotics, and robotaxis, viewing these as the primary value drivers.

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<ul class="summary-bullets"><li>CoreWeave joins the growing list of companies looking to capitalize on the Trump administration’s push for the use of AI by federal agencies.&nbsp;</li><li>The company said that the initiative was, in part, driven by the accelerating adoption of AI by federal agencies for training and inference.</li><li>CoreWeave added that it has already started investing in the teams, tools, and technologies that agencies require to meet these demands.</li></ul>CoreWeave (CRWV) announced on Tuesday that&nbsp;it is expanding its business into the U.S. federal market with ‘CoreWeave Federal’&nbsp;at Nvidia’s (NVDA) GTC CPU Technology Conference.The company said it plans to enter the federal market through a “deliberate approach” that adapts its industry-leading AI cloud platform to meet the U.S. government’s evolving cybersecurity standards and compliance requirements.&nbsp;<a href="http://stocktwits.com/symbol/CRWV">CRWV’s stock</a> gained 1.8% in afternoon trade, but retail sentiment on Stocktwits around the company remained in ‘bearish’ territory over the past day. The announcement comes as Core Scientific (CORZ) shareholders are being&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/van-eck-opposes-core-scientific-merger-with-core-weave-citing-ai-potential/cLG4mJxR3rO">urged</a> to vote against the company’s merger with CoreWeave, set for October 30.<h2 class="st-heading-2">CoreWeave’s Foray Into AI Government Contracts</h2>CoreWeave said its new product is going to focus on delivering secure, compliant, high-performance AI cloud&nbsp;servers to U.S. government agencies and their partners, such as the Defense Industrial Base. It added that this initiative was, in part, driven by the accelerating adoption of AI by federal agencies for training and inference.<blockquote>“America’s economic competitiveness and national security rely on the continued advancement of secure, high-performance AI infrastructure.”– Michael Intrator, Co-founder, Chairman, and Chief Executive Officer, CoreWeave</blockquote>The company stated that it has already started investing in the teams, tools, and technologies that agencies require to meet these demands, aligning its platform with FedRAMP and other authorizations.<h2 class="st-heading-2">Building On The U.S. Government’s Appetite For AI</h2>In July, the Trump administration released its ‘AI Action Plan’ as a follow-up to the President’s executive order in January to increase the use of AI across federal agencies. In addition to large companies like CoreWeave and Palantir capitalizing on the opportunity, smaller startups have also been roped into the push. The Department of Defense has awarded contracts worth up $200 million each to Anthropic, Google, OpenAI, and Elon Musk’s xAI.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nokia-shares-surge-after-nvidia-announces-1-billion-investment-for-3-stake/cLGjZdER3vb">Nokia Shares Surge After Nvidia Announces $1 Billion Investment For Nearly 3% Stake</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen on May 16, 2025 in Suqian, Jiangsu Province of China. 

CoreWeave Targets Government Contracts With New AI Cloud Offering

The company said that the initiative was, in part, driven by the accelerating adoption of AI by federal agencies for training and inference.

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