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POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is facing intense investor backlash following the abrupt cancellation of a major contract with Marvell, which was triggered by the CFO's alleged violation of a confidentiality agreement. The community is sharply divided between those calling for immediate leadership changes to restore credibility and those attempting to buy the dip, citing the company's underlying photonics technology as a reason for long-term optimism.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as it hits new record highs, fueled by intense institutional demand and optimistic sentiment surrounding its dominance in the AI infrastructure cycle. Investors are actively debating the sustainability of its multi-trillion-dollar valuation, with bulls pointing to fundamental growth while skeptics monitor for potential signs of overheating.

High-Trend International Group is a holding company. It engages in shipping decarbonization and carbon asset management platforms. The company was founded in 2021 and is headquartered in Singapore.

High-Trend International Group. - Ordinary Shares - Class A

High-Trend International Group is trending as a momentum-driven play, with investors closely watching for signs of a short squeeze amid high volatility and active sentiment regarding potential price swings. The community is heavily focused on the stock's thin float and the influence of speculative trading patterns, frequently comparing its aggressive moves to previous market runners.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending amid investor excitement over potential merger activity and a significant acquisition plan involving European Lithium, which investors believe could consolidate control of its Greenland-based Tanbreez project. The community is focused on the strategic importance of the company's rare earth assets for U.S. and European defense supply chains, fueling a debate between long-term bulls anticipating a supply-side squeeze and short-term traders reacting to volatility and corporate structure updates.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is currently trending as a prominent infrastructure play in the AI hardware sector, with investors closely watching for earnings-driven volatility after the company's recent strategic collaborations, such as the AMD Helios platform partnership. The community is actively debating the company's valuation relative to its hyperscaler demand, with many focused on whether this quarter will trigger a major breakout or another round of consolidation as it navigates significant institutional interest.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as the community debates its progress in the eVTOL sector, specifically highlighting its recent demonstration flights in New York City and its ongoing collaboration with Toyota for manufacturing scale. Investors are actively discussing the company's long-term potential versus execution risks, with some closely monitoring the technical price action and options activity as catalysts for the stock's next move.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is currently under intense scrutiny from the community following the release of Phase 3 results for its CRISPR-based HAE therapy, which met primary and secondary endpoints but has sparked debate over efficacy compared to existing oral alternatives. Investors are actively discussing the stock's high short interest, the potential for a short squeeze, and concerns over future dilution via the company's ATM facility, leaving sentiment sharply divided between those betting on a long-term breakthrough and those wary of clinical and commercial risks.

Edesa Biotech, Inc. is a biopharmaceutical company, which focuses on acquisition, development, and commercialization of drug candidates for medical dermatology and respiratory diseases. Its clinical studies include EB05 for Acute Respiratory Distress Syndrome (ARDS), EB07 for systemic sclerosis (SSc), EB01 for chronic Allergic Contact Dermatitis (ACD), and EB06 for vitiligo. The company was founded by Pardeep Nijhawan on June 12, 2007 and is headquartered in Markham, Canada.

Edesa Biotech Inc

Edesa Biotech is experiencing intense volatility and volume-driven interest as investors monitor a tight effective float and speculate on potential buyout scenarios or strategic partnerships. The community remains deeply divided, with bullish participants pointing to recent institutional accumulation and clinical data, while others express skepticism regarding management's communication history and the potential for near-term equity dilution.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond is trending as investors react to a series of strategic acquisitions, including the purchase of tokens.com/ and plans to acquire F9 Brands, as the company pivots toward a comprehensive home services and retail ecosystem. While some in the community express optimism about the potential for a turnaround and synergy, others remain deeply skeptical, citing concerns over historical cash burn, dilution, and the sustainability of the company's new business model.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is currently trending as investors weigh the potential of a massive stock buyback and dividend hike against persistent concerns regarding smartphone market headwinds and loss of key modem business. The community is actively debating whether the stock represents a deep-value opportunity for AI-driven edge computing or if it remains a value trap due to structural revenue risks.

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Ondas Builds Multi-Domain Defense Platform Amid Demand Surge

Ondas scales autonomous defense deliveries, closes Mistral merger and World View buy, and ramps consolidation to build a multi-domain platform.

Ondas' Explosive Revenue Growth Meets Profitability Challenges

Ondas' 2025 revenue jumped 605% to $50.7M as autonomy platforms scaled-yet rising operating costs kept profitability out of reach.

Red Cat (NASDAQ:RCAT) Trading Down 5.9% - Here's What Happened

Red Cat (NASDAQ:RCAT) Shares Down 5.9% - Time to Sell...

Coursera (COUR) Misses Q1 Earnings Estimates

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A $550 Billion Opportunity: Drones-as-a-Service Emerges as Defense's Next Growth Engine

A $550 Billion Opportunity: Drones-as-a-Service Emerges as Defense's Next Growth Engine A $550 Billion Opportunity: Drones-as-a-Service Emerges as Defense's Next Growth Engine PR Newswire NEW YORK...

<ul class="summary-bullets"><li>Over $74 billion is allocated to drones, marking a record investment in unmanned systems.&nbsp;</li><li>The plan sets aside $18 billion to develop a layered missile defense network called the Golden Dome.&nbsp;</li><li>In March, Ondas’ Airobotics secured a $20 million order for an autonomous border security program.&nbsp;</li></ul>The U.S. defense landscape is undergoing a transformation as autonomous military technologies take center stage, triggering a sharp rally in drone-related stocks and marking a shift in how future conflicts may be fought.Shares of&nbsp;<a href="https://stocktwits.com/symbol/ONDS">Ondas Holdings</a> Inc. (ONDS),&nbsp;<a href="https://stocktwits.com/symbol/RCAT">Red Cat</a> Holdings Inc. (RCAT),&nbsp;<a href="https://stocktwits.com/symbol/AVAV">AeroVironment</a> Inc. (AVAV),&nbsp;<a href="https://stocktwits.com/symbol/KTOS">Kratos Defense</a> &amp; Security Solutions Inc. (KTOS), and&nbsp;<a href="https://stocktwits.com/symbol/DPRO">Draganfly</a> Inc. (DPRO) gained&nbsp;between 2%&nbsp;and 3% overnight, heading into Wednesday following the release of President Donald Trump’s fiscal 2027 military budget proposal.<h2 class="st-heading-2">Trump’s Historic Spending Shift</h2>The U.S. government has unveiled an expansive defense spending proposal, signaling a sweeping overhaul of military priorities with a sharp focus on modernization and next-generation warfare capabilities. The plan calls for $1.5 trillion in funding, representing a 42% increase over current levels.&nbsp;<blockquote>"We are delivering on President Trump's commitment to expand American military dominance for decades to come.”-Pete Hegseth, U.S. Secretary of War</blockquote>The proposal allocates $18 billion toward a new layered missile defense system known as the Golden Dome. This framework is expected to integrate space-based sensors and intercept technologies to counter emerging threats.&nbsp;Unmanned systems stand out as a major priority, with more than $74 billion dedicated to drone and counter-drone programs, marking the largest investment ever in the space.<h2 class="st-heading-2">Defense Market Winners Emerge</h2>AeroVironment, known for its loitering munitions, and Kratos Defense, a leader in jet-powered drones, are positioned as key suppliers. Meanwhile, Red Cat and Ondas are gaining traction for their swarm and counter-drone technologies. Draganfly is also emerging as a niche player in logistics and medical drone support.In March, Ondas’ subsidiary, Airobotics, received a $20 million purchase order as part of a broader national program to deploy autonomous border protection infrastructure. The agreement is expected to expand over time through additional development checkpoints, wider deployment efforts, and future procurement rounds.Similarly, Red Cat has won contracts for its Teal Drones and FlightWave units, focusing on short-range reconnaissance and edge surveillance, including a key Army SRR deal and an Edge 130 Blue award.&nbsp;In April, Kratos Defense secured another transaction agreement (OTA) worth up to $446.8 million to lead the ground systems work for the U.S. Space Force’s missile-warning satellite program in medium Earth orbit.So far this year, RCAT and ONDS stocks have surged 58% and 11%, respectively, while KTOS, AVAV, and DPRO have declined between 9% and 12%.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-calls-car-rally-dumb-luck-avis-stock-tracks-best-month-ever-as-short-squeeze-deepens-wall-street-chaos/cZBBWPaRI6C">Michael Burry Calls CAR Rally 'Dumb Luck' — Avis Stock Tracks Best Month Ever As Short Squeeze Deepens Wall Street Chaos</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A soldier holds a drone in the U.S. Army's 250th anniversary parade on Constitution Avenue, NW. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

ONDS, RCAT, AVAV, KTOS, DPRO: US Defense Budget Sparks Drone Stock Rally Overnight 

The U.S. has proposed a $1.5 trillion shift in the defense budget toward modernization and advanced warfare.

Equity

The U.S. has proposed a $1.5 trillion shift in the defense budget toward modernization and advanced warfare.


Red Cat (NASDAQ:RCAT) Stock Price Down 7.2%  - What's Next?

Red Cat (NASDAQ:RCAT) Shares Down 7.2% - Time to Sell...

Here's How Red Cat Holdings Manufacturing Milestones Drive Performance

RCAT's explosive revenue surge follows its U.S. Army win, but aggressive manufacturing scale-up leads to steep losses amid rapid expansion.

Red Cat (NASDAQ:RCAT) Trading Up 5.2% - Should You Buy?

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Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

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