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Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is drawing significant attention after a sector-wide drop, fueled by market concerns over Anthropic's new AI security tool, which many investors deem an overreaction. Despite reporting strong earnings and initiating a share buyback, the community remains divided on the stock's valuation, highlighting its potential in securing AI agents against persistent underperformance.

Fortuna Mining Corp. engages in the exploration, extraction and processing of precious and base metal in Latin America. It operates through the following segments: Minera Bateas S.A.C (Bateas), Compania Minera Cuzcatlan S.A. de C.V. (Cuzcatian), Mansfield Minera S.A. (Mansfield), and Corporate. The Beates segment operates the Caylloma silver, lead, and zinc mine. The Cuzcatlan segment handles the San Jose silver-gold mine. The Mansfield segment constructs the Lindero mine. The Corporate segment represents the corporate stewardship. The company was founded by Jorge Alberto Ganoza Durant, Simon T. P. Ridgway, and Mario David Szotlender on September 4, 1990 and is headquartered in Vancouver, Canada.

Fortuna Mining Corp.

Fortuna Silver Mines Inc.

Fortuna Silver Mines is trending as investors weigh its reported record free cash flow and strategic asset sales against persistent community frustration over its perceived undervaluation and lagging performance, despite a bullish precious metals environment.

Reactive Network is the first parallelized interoperability execution layer, utilising a new form of smart contract we call reactive smart contracts.   Reactive smart contracts are able to react to on-chain events autonomously and execute their own user defined logic to initiate new transactions. This allows a virtually limitless number of use cases to achieve fully decentralized on-chain automation.

Reactive Network

Reactive Network (REACT CRYPTO) is trending due to its pivotal integration as the first project on Ethereum's new EIL testnet and recent launches like automated stop orders for DEXes, positioning its reactive smart contracts as core infrastructure. The community is actively discussing its undervalued technological utility, anticipating substantial long-term growth as the project gains wider recognition in decentralized automation.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber is trending following its significant $865 million, 10-year AI data center agreement with Nscale Global, a deal that has ignited bullish calls for major revenue growth and a potential short squeeze. However, some in the community remain frustrated by previous delays in deal announcements and the stock's performance compared to peers in the booming AI infrastructure sector.

Pump.fun

PUMP (Pump.fun) is trending due to heightened activity on its platform, with some users speculating on boosts from Solana's fee-sharing model. Community sentiment is sharply polarized by recent news of a lawsuit, whistleblower allegations, and legal issues involving a former developer, prompting extensive debate on its legitimacy and future prospects.

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

KENDU CRYPTO is trending due to its exceptionally active and dedicated community, which is relentlessly building a "permissionless brand" through numerous real-world product initiatives and ongoing celebratory events. This strong conviction and resilience are driving significant momentum, showcasing the project's consistent expansion even amidst challenging market conditions.

Tower Semiconductor Ltd. engages in providing semiconductor solutions. It also offers technology and manufacturing platforms for integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It focuses on creating positive and sustainable impact on the world through long term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, integrated power management (BCD and 700V), and MEMS. Its designs enable a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. The company was founded in 1993 and is headquartered in Migdal Haemek, Israel.

Tower Semiconductor Ltd.

Tower Semiconductor is surging following its collaboration with NVIDIA to develop 1.6T silicon photonics optical modules for AI data centers, with the community highly bullish on its pivotal role in next-gen AI infrastructure. This news, coupled with strong earnings reports and expanded manufacturing capacity from a new Intel foundry agreement, has several analysts raising price targets and investors anticipating significant growth.

Leonardo DRS, Inc. engages in the provision of defense products and technologies. It develops and manufactures defense products for the U.S. military, intelligence agencies and allies around the world. Its broad technology portfolio focuses on advanced sensing, network computing, force protection, and electrical power and propulsion, as well as a range of key defense priorities. The company operates through the Advanced Sensors and Computing and Integrated Mission Systems segments. The Advanced Sensors and Computing segment have been aligned to push towards a more autonomous future. It consists of six business units, which include Airborne & Intelligence Systems, Daylight Solutions, DRS RADA Technologies, Electro-Optical & Infrared Systems, Land Electronics, and Naval Electronics. The Integrated Mission Systems segment consists of both a ground vehicle integrator and naval power and propulsion system provider. The company was founded by Leonard Newman and David E. Gross in 1969 and is headquartered in Arlington, VA.

Leonardo DRS Inc.

Multiple recent defense contract awards, notably for missile defense, naval systems, and ground force modernization, are driving discussion for Leonardo DRS. The community highlights the company's robust backlog and strong alignment within a sustained global defense spending cycle, viewing it as an undervalued leader poised for further growth.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

BROKE CRYPTO is trending as its developer commits to a major pivot from a memecoin to a business focused on AI services, including a deepfake and document verification truth engine, and is pursuing accelerator funding. Despite recent price drops and team departures, the community is actively discussing this strategic shift as a unique 'rebuild' opportunity, encouraging accumulation during the current undervalued state, further bolstered by recent token burns.

SiriusXM Holdings, Inc. engages in the provision of audio entertainment. It operates through the Sirius XM and Pandora and Off-Platform segments. The Sirius XM segment features a wide range of content, including, music, sports, entertainment, comedy, talk and news channels, podcasts and infotainment services, all available in the United States on a subscription fee basis. The Pandora and Off-Platform segment generates a majority of its revenues from third parties advertising on the Pandora ad-supported service and other platforms. The company was founded on May 17, 1990, and is headquartered in New York, NY.

Sirius XM Holdings Inc.

Sirius XM Holdings Inc

Sirius XM Holdings is generating significant conversation following its Q4 earnings beat and reaffirmed guidance, which underscores strong free cash flow and ongoing share repurchases amidst a dynamic audio market. While institutional accumulation and an attractive dividend appeal to value investors, the community remains divided over subscriber trends and intense competition from streaming services, fueling a battle between long-term confidence and short-term skepticism.

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U.S. Commerce Secretary Howard Lutnick said on Wednesday that the Trump administration has struck trade deals with Thailand and Cambodia, days after the countries agreed to a truce following deadly clashes due to a border dispute.In an interview with Fox News’s Sean Hannity, Lutnick said, “And you know what we did today? We made trade deals with Cambodia and Thailand.” However, he did not divulge any details before the interview ended.Both Thailand and Cambodia were slated to face a tariff rate of 36% from Friday, which would have dealt a blow to the trade-reliant countries as the U.S. is their largest destination for exported goods. Neighbors Indonesia and the Philippines have already secured lower rates of 19%, while Vietnam has agreed to 20% tariffs on its goods.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/THD">iShares MSCI Thailand ETF</a> (THD) was in the ‘neutral’ territory at the time of writing. At the same time, traders were ‘bullish’ about iShares MSCI Emerging Markets Asia ETF (EEMA).U.S. President Donald Trump has thus far utilized trade as a potent tool to mitigate global conflicts. He had threatened to pull out of trade discussions with both countries unless they agreed to a ceasefire after fatal clashes claimed the lives of dozens.According to a Bloomberg News <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-31/us-made-trade-deals-with-thailand-cambodia-lutnick-says">report</a>, Sun Chanthol, the Cambodian Deputy Prime Minister leading the trade talks, stated that he was unaware of any new agreement. Thailand reportedly expects the final levy to be between 18% and 20%, similar to its regional neighbors.The U.S. goods trade deficit with Thailand reached $45.6 billion in 2024, and $12.1 billion with Cambodia, which has a smaller economy than its neighbor. Thailand and Cambodia have already offered concessions to sweeten the tariff blow.Other countries are also rushing to ink a deal with the U.S. ahead of the Aug. 1 deadline. South Korea agreed to a 15% tariff rate, while the White House levied 25% tariffs on India and threatened a penalty for the country’s oil imports from Russia.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/china-factory-activity-slips-despite-trade-us-truce-is-the-dragon-losing-its-fire/chohDrgR5Cv">China Factory Activity Slips Despite Trade US Truce — Is The Dragon Losing Its Fire?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Howard Lutnick listens as U.S. President Donald Trump delivers remarks before Lutnick is sworn in as Commerce Secretary in the Oval Office at the White House on February 21, 2025.

Lutnick Says US Struck Trade Deals With Thailand, Cambodia Following Ceasefire — But Details Unclear

Both Southeast Asian countries were slated to face a tariff rate of 36% from Friday.

Equity

Several Asian economies are racing to strike last-minute trade deals with the U.S. ahead of an Aug. 1 deadline that could trigger steep new tariffs under President Donald Trump’s global tariff strategy.South KoreaSouth Korea’s top trade official said Monday that the country may reach an “agreement in principle” with the U.S. on tariffs before the Aug. 1 deadline, according to local media cited by&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/society-equity/south-korea-trade-envoy-may-be-able-strike-framework-deal-with-us-by-aug-1-2025-07-14/">Reuters</a>.&nbsp;Trade Minister Yeo Han-koo, following high-level talks in Washington last week, said “twenty days are not enough to come up with a perfect treaty that contains every detail,” and noted “considerable progress” on industrial cooperation.Yeo said that South Korea may need to make a “strategic judgment” on&nbsp;the agriculture and livestock sectors, suggesting that while “sensitive” areas may require protection, some aspects could be considered within the broader deal framework.&nbsp;He added that South Korea is working to avoid “unfair” U.S. tariffs on autos and steel that could damage industrial ties with its closest security ally.Trump said, “South Korea wants to make a deal right now,” without providing details.South Korea is hoping to avoid a 25% tariff set to begin Aug. 1, after a delayed start to negotiations following President Lee Jae-myung’s June 4 inauguration.&nbsp;According to Korea Customs Service data, South Korea recorded a $55.6 billion trade surplus with the U.S. in 2024, up 25% from the prior year due to rising car exports.ThailandIn Thailand, Finance Minister Pichai Chunhavajira said Monday the government is considering zero tariffs on more U.S. imports, according to&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/thailand-considering-offering-zero-tariffs-more-us-imports-finance-minister-says-2025-07-14/">Reuters</a>.&nbsp;He also said 200 billion baht ($6.1 billion) in soft loans would be made available to cushion the blow from U.S. tariffs.&nbsp;Thailand faces a 36% tariff from Washington if no agreement is reached before Aug.1.VietnamVietnamese Prime Minister Pham Minh Chinh said Friday that the U.S. and Vietnam have reached a consensus on a tariff deal framework, according to&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-13/vietnam-urges-us-business-group-to-help-in-tariff-talks-media">Bloomberg</a>, citing local media outlet The Investor.&nbsp;Chinh made the remarks during a meeting with the U.S.-ASEAN Business Council in Hanoi, which includes companies such as Apple, Boeing, and Amazon.Vietnam was&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-11/vietnam-surprised-by-trump-tariff-announcement-seeks-lower-rate">reportedly</a> surprised by Trump’s recent announcement of a 20% tariff deal, and the country is now supposedly seeking a lower rate.&nbsp;Chinh urged U.S. businesses to support a detailed agreement on product-level terms, oppose trade defense actions against Vietnamese goods, and press the U.S. to recognize Vietnam as a market economy.JapanMeanwhile, tensions have also emerged in U.S.-Japan trade relations.&nbsp;Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/rubio-says-no-drama-or-division-us-relations-with-japan-2025-07-11/">reported</a> Friday that the U.S. Secretary of State Marco Rubio downplayed concerns, saying there was “no drama or division,” despite Japanese Prime Minister Shigeru Ishiba stating Thursday that Japan needed to reduce dependence on the U.S. in areas like security, food, and energy.Trump announced a 25% tariff on Japanese imports last week.&nbsp;Japanese media previously reported the U.S. had asked Japan and other Asian allies to raise defense spending to 5% of GDP, which the Financial Times said led to Japan canceling a key bilateral defense and foreign ministers meeting.Rubio rejected claims of pressure, saying Washington merely encouraged Tokyo to invest in certain capabilities.He added that Japan's push for greater military autonomy was welcomed by the U.S. “Anyone looking for drama or division... shouldn’t be doing it,” Rubio said.&nbsp;A former Biden official told Reuters the relationship was strained, but said tensions could ease if a deal is reached by Aug. 1.On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a> and iShares&nbsp;<a href="https://stocktwits.com/symbol/EWJ">MSCI Japan ETF (EWJ)</a> both saw ‘high’ message volume, with sentiment rated ‘neutral’ for EWY and ‘bearish’ for EWJ.<a href="https://stocktwits.com/symbol/THD">iShares MSCI Thailand ETF (THD)</a> recorded ‘neutral’ sentiment with ‘extremely high’ message volume.&nbsp;<a href="https://stocktwits.com/symbol/VNM">VanEck Vietnam ETF (VNM)</a> showed ‘extremely bullish’ sentiment amid ‘extremely high’ message volume.Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> showed ‘bearish’ sentiment amid ‘low’ message volume.See also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oil-prices-edge-higher-as-trump-teases-russia-sanctions/ch8BjnnR5Nt">Oil Prices Edge Higher As Trump Teases Russia Sanctions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sentiment on Stocktwits for iShares MSCI South Korea ETF (EWY), iShares MSCI Japan ETF (EWJ), iShares MSCI Thailand ETF (THD), VanEck Vietnam ETF (VNM), SPDR S&P 500 ETF Trust (SPY) were mixed ahead of Trump's August 1 Deadline/ Photo credit: Getty Images

Asia Braces For Trump’s Tariffs: South Korea, Thailand, Vietnam, Japan Scramble Ahead Of August Deadline

Trump’s tariff push is drawing responses across Asia, with Vietnam pushing for revisions, Japan signaling strategic shifts, and South Korea and Thailand accelerating deal talks.

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