I think I've figured out what's going on.
This was released today in the news:
http://www.telecomasia.net/content/china-launch-state-run-streaming-service
And I also found this on the TV2U website:
http://www.tv2u.com/news/tv2u-forms-strategic-alliance-to-tackle-piracy/
- So, this is concerning a deal with the CHINESE government (one of the largest potential clients in the world).
- the huge buying rush which was initiated yesterday and turned astronomical today was on the CHINESE stock exchange.
Would I be wrong to put 2 and 2 together?