777777s

[Justin Banks @RealJGBanks]

IF YOU MISSED $RKLB

Here is where space money rotates next:

Launch
$ASTS - satellite-to-phone
$RDW - space infrastructure
$LUNR - lunar missions
$FLY - launch systems
$MDA - satellites + robotics

Satellite Communications
$IRDM - global satellite network
$GSAT - satellite connectivity
$VSAT - broadband + defense comms
$SATS - satellite + wireless spectrum

Space Data
$PL - Earth imaging
$BKSY - defense geospatial data
$SPIR - maritime + weather tracking

Defense
$LMT - missile + space systems
$NOC - defense + orbital systems
$KTOS - drones + tactical space

Battery
$KULR - battery + thermal tech

[Value Investing Edge @StonkValue]

These stocks has major potential to dominate entire market in the long run-

1. $NBIS - AI Cloud Infrastructure Lead

2. $BE- AI Data Center Power Lead

3. $STX- AI Data Storage Lead

4. $IREN - AI Data Center Lead

5. $CIFR - HPC Data Center Lead

6. $ALAB - AI Connectivity Semiconductor Lead

7. $FLY - Responsive Space Launch Lead

8. $RKLB - Small Satellite Launch Lead

9. $SATL - Earth Observation Satellite Lead

10. $PL - Daily Earth Imaging Lead

11. $ONDS - Aerial Intelligence, Autonomous Drone Defense Lead

12. $OSS - Rugged Edge Computing Lead

13. $PLTR - Defense AI Analytics Lead

14. $AAOI - Optical Transceiver Lead

15. $LWLG - Electro-Optic Polymer Lead

16. $AXTI - Semiconductor Materials Lead

17. $LITE - Photonic Components Lead

18. $MRVL - Silicon Photonics Lead

19. $CRDO - High-Speed Connectivity Lead

20. $LPTH - Precision Optics Lead

21. $AMPX - Silicon Anode Battery Lead

22. $TE - Solar PV Module Lead

23. $EOSE - Zinc Battery Storage Lead

24. $LMND - AI Insurance Platform Lead

25. $IONQ - Trapped-Ion Quantum Lead

Have patience and diversify your portfolio.

Bookmark this post for research!

[Gordon @GordonAlway]

ข้อมูลโภชนาการของเนื้อสุกต่างๆ ต่อ 100 กรัม

เนื้อไก่

อกไก่ โปรตีน 31g พลังงาน 165 kcal สัดส่วน 18.8g โปรตีน/100 kcal

สะโพกไก่ (ไม่ติดหนัง) โปรตีน 26g พลังงาน 185 kcal สัดส่วน 14.1g โปรตีน/100 kcal

[Shay Boloor @StockSavvyShay]

2026 SPACE ECONOMY WATCHLIST

A SpaceX IPO in 2026 would put the entire $1.8T space economy under the brightest spotlight it has ever had because once the anchor of the sector goes public every layer of the ecosystem gets pulled into the narrative.

Here’s the ecosystem:
• Moon Builders | $LUNR
• Space Metals Foundries | $USAR, $ATI
• Space Data Miners | $SPIR, $BKSY, $PL
• Earth-to-Orbit Network | $T, $TMUS, $VZ
• Space Hardware Guild | $HON, $LHX, $RDW
• Space Internet Providers | $VSAT, $IRDM, $SATS
• Eyes & Ears of Orbit | $BWXT, $TDY, $ST, $AME
• Space Engines | $RKLB, $FLY, SpaceX, Blue Origin
• Orbital Real Estate Developers | $ASTS, $PL, $NOC, $BA, Starlink
• Defense Space Commanders | $NOC, $LMT, $BA, $LHX, $PLTR

[Lin @Speculator_io]

The Space Economy:

Launch Services Providers
$RKLB Rocket Lab

Space Infrastructure and Services
$RDW Redwire Space
$LUNR Intuitive Machines
$MNTS Momentus
$LLAP Terran Orbital
$SIDU Sidus Space

Space Tourism
$SPCE Virgin Galactic

Satellite Communications
$ASTS AST SpaceMobile
$GSAT Globalstar
$SATS EchoStar
$IRDM Iridium Communications
$ETL Eutelsat Communications
$SESG SES S.A.
$VSAT Viasat

Earth Observation and Imaging
$PL Planet Labs
$BKSY BlackSky Technology
$SPIR Spire Global
$SATL Satellogic

Aerospace and Defense Companies
$RTX Raytheon Technologies
$LMT Lockheed Martin
$LHX L3Harris Technologies
$NOC Northrop Grumman
$KTOS Kratos
$BA Boeing
$AIR Airbus
$HO Thales Group
$MDA MDA Space

Space-related Component Manufacturers
$HEI Heico
$MDA MDA Space
$KULR KULR Technology

Space-focused Investment Trusts and ETFs
$SSIT Seraphim Space Investment Trust
$ARKX ARK Space Exploration and Innovation ETF
$UFO Procure Space ETF
$DXYZ Destiny Tech100
$ROKT Final Frontiers ETF
$JEDI Space Innovators ETF

[Shay Boloor @StockSavvyShay]

PRESIDENT TRUMP WEIGHING A ROBOTICS EXECUTIVE ORDER FOR 2026

Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year.

How robotics is quietly getting built out across the economy:

1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robots sense and act.

2. $AVAV, $ONDS, $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT, $RTX & $GD

3. $TSLA, $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing.

4. $GOOGL, $AMZN & $MSFT supply the AI data layer that connects every machine, while $ROK & $ZBRA provide the controls, scanners & mobile robots that keep factory lines/warehouses moving.

5. $MBLY, $LIDR, $LAZR & $INVZ supply the perception stack that lets robots see & navigate the world.

6. $ISRG, $PRCT, $SYK & $MDT bring surgical robotics that are reshaping operating rooms.

7. $RR, $OII, & $FARO push robotics into underwater, field & customer-facing service roles.

8. $AMZN deploys hundreds of thousands of warehouse robots to move & pick goods, while $SYM & $SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.

[Daniel Romero @HyperTechInvest]

Best Stocks by Industry to Invest in the Future

1. Data Center Operators / Neocloud

$IREN | Iren
$CLSK | CleanSpark
$NBIS | Nebius Group
$WULF | TeraWulf
$AMKR | Amkor Technology
$HUT | Hut 8
$VRT | Vertiv Holdings
$CIFR | Cipher Mining
$BITF | Bitfarms
$APLD | Applied Digital

A Thread 🧵

[Hyper Shark! @HyperSharkk]

ตอนนี้ผมกำลังเขียนบทความเรื่อง Blackwell Economics อยู่...

อยากเล่าให้ฟังว่าการมาของ GPU Blackwell มันไม่ได้กระทบแค่บริษัทท��่ขายชิป แต่��ันเปลี่ยนทุกอย่างตั้งแต่ Power Source → Converter → Distribution → Cooling

ผมสงสัยว่า “ถ้า Blackwell มันแรงขึ้น 2 เท่า ไฟมันต้องแรงขึ้นแค่ไหน?” พอศึกษาไปเรื่อยๆ ก็เริ่มเห็นภาพว่าพลังงานที่วิ่งจาก microreactor หรือ grid ต้องผ่าน converter 800V, ผ่าน busbar, ผ่านระบบระบายความร้อน ก่อนจะไปถึง GPU แต่ละตัว

และสิ่งที่ผมเห็นคือ บริษัทที่อยู่ “Layer ใต้ๆ GPU” กำลังกลายเป็นผู้ชนะเงียบๆ ไม่ว่าจะเป็น บริษัทที่ทำธุรกิจควบคุมการไหลของไฟแรงดันสูง, ระบบ cooling สำหรับยุค 800V, โครงสร้างพื้นฐาน data center หรือแม้แต่แบตเก็บพลังงานไว้รอจ่ายเวลาระบบพีค

นี้แหละคือเหตุผลที่ผมตั้ง���ื่อบทความว่า “Blackwell Economics” เพราะมันคือการเจาะลึกลงไปใน “เศรษฐศาสตร์ของไฟฟ้า” ในยุคที่พลังงานกลายเป็นเชื้อเพลิงของ Ai ซึ่งพูดได้เลยว่ามันคือสมองก้อนใหญ่ๆ ของโลก

ตอนนี้ผมเขียนไปได้ครึ่งทางแล้ว เดี๋ยวบทความเต็มจะอธิบายให้เห็นเลยว่า เงินมันไหลยังไงในยุค 800V AI Factory ใครคือผู้เล่นที่ได้ประโยชน์จริงๆ จากพลังงานที่เลี้ยงสมองของโลก

ใครที่ชอบบทความแนวๆ connect the dots ลึกแต่เข้าใจง่ายๆ เตรียมอ่านตอนเต็มได้เลยครับ กำลังจะลงใน Ko-fi เร็วๆ นี้ครับ

[Shay Boloor @StockSavvyShay]

WATCH THESE KEY FIB LEVELS ON THIS PULLBACK

AI Utility
• $IREN -- $42
• $CIFR -- $12
• $GLXY -- $33
• $WULF -- $9
• $CRWV -- $128

AI Hardware
• $NVDA -- $154
• $TSM -- $241
• $ASML -- $875
• $ARM -- $144
• $AMD -- $178

AI Connectivity
• $AVGO -- $284
• $ALAB -- $180
• $CRDO -- $120
• $MRVL -- $78
• $ANET -- $122

Space Economy
• $RKLB -- $46
• $ASTS -- $63
• $RDW -- $7
• $LUNR -- $10
• $PL -- $11

Nuclear Energy
• $OKLO -- $94
• $CCJ -- $69
• $BWXT -- $156
• $CEG -- $301
• $VRT -- $126

AI Infrastructure
• $MSFT -- $475
• $AMZN -- $211
• $GOOGL -- $212
• $DOCN -- $34
• $NBIS -- $89

Cybersecurity
• $CRWD -- $433
• $PANW -- $190
• $ZS -- $260
• $NET -- $175
• $RBRK -- $77

AI Applications
• $SNOW -- $200
• $PLTR -- $133
• $MDB -- $282
• $DDOG -- $136
• $NOW -- $1000

Quantum Computing
• $IONQ -- $55
• $RGTI -- $30
• $QBTS -- $25
• $CCCX -- $17
• $ARQQ -- $39

Robotics
• $TSLA -- $383
• $ISRG -- $425
• $SYM -- $50
• $PRCT -- $33
• $RR -- $5

[Shay Boloor @StockSavvyShay]

MY TOP 10 DCA PLAN IF THIS PULLBACK IS REAL

1. $ONDS the drone connectivity layer
2. $OKLO nuclear power for the AI edge
3. $TSLA energy + robotics optionality
4. $AMD the next leg of the compute cycle
5. $MELI LATAM’s digital economy engine
6. $EOSE storage built for nonstop compute
7. $IREN building compute at industrial scale
8. $GOOGL runs the full stack of the AI economy
9. $NBIS the GPU utility w/ hyperscaler contracts
10. $HOOD turning retail attention into profit streams

[Shay Boloor @StockSavvyShay]

10 MONOPOLIES SHAPING THE FUTURE

1. $GOOGL owns search
2. $TSM is the AI factory
3. $TSLA leads real-world AI
4. $ASML is the AI kingmaker
5. $NVDA powers AI compute
6. $AMZN built global logistics
7. $AXON runs public safety tech
8. $PLTR is AI’s operating system
9. $META dominates social media
10. $MSFT runs enterprise software

[Shay Boloor @StockSavvyShay]

8 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS

1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robots sense and act.

2. $AVAV, $ONDS, $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT, $RTX & $GD

3. $TSLA, $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing.

4. $GOOGL, $AMZN & $MSFT supply the AI data layer that connects every machine, while $ROK & $ZBRA provide the controls, scanners & mobile robots that keep factory lines/warehouses moving.

5. $MBLY, $LIDR, $LAZR & $INVZ supply the perception stack that lets robots see & navigate the world.

6. $ISRG, $PRCT, $SYK & $MDT bring surgical robotics that are reshaping operating rooms.

7. $RR, $OII, & $FARO push robotics into underwater, field & customer-facing service roles.

8. $AMZN deploys hundreds of thousands of warehouse robots to move & pick goods, while $SYM & $SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.

[Shay Boloor @StockSavvyShay]

MY TOP 10 SMALL-CAP NAMES BEHIND A 114% CAGR PORTFOLIO

1. $RKLB -- building the future of space logistics
2. $CLPT -- navigation platform for neurosurgeons
3. $JMIA -- scaling logistics across Africa
4. $ASTS -- bridging global connectivity from space
5. $IONQ -- push for a quantum network
6. $EOSE -- powering the grid with long-duration zinc storage
7. $VKTX -- oral/injectable GLP-1s for obesity & diabetes
8. $TMDX -- expanding organ care with fleet & network effect
9. $BEAM -- editing the future of genetic medicine
10. $NVTS -- powering AI data centers with GaN chips

[Shay Boloor @StockSavvyShay]

TOP 5 ACTIVE WATCHLIST FOR BOTH PORTFOLIOS

Growth
1. $GOOGL | Alphabet
2. $OKLO | Oklo
3. $IREN | IREN
4. $NBIS | Nebius
5. $ISRG | Intuitive Surgical

Small-Cap
1. $ONDS | Ondas
2. $RR | Richtech Robotics
3. $OSCR | Oscar
4. $CIFR | Cipher Mining
5. $PRCT | PROCEPT BioRobotics

[The Future Investors @ftr_investors]

Here are the 25 Quality Stocks estimated to grow revenue & EPS by 20%+ CAGR over the next 3 years 💎🚀

1. $NVDA | Nvidia - $4.34T
2. $AVGO | Broadcom - $1.58T
3. $TSM | TSMC - $1.46T
4. $ORCL | Oracle - $806B
5. $LLY | Eli Lilly - $650B
6. $PLTR | Palantir - $421B
7. $AMD | AMD - $259B
8. $APP | AppLovin - $227B
9. $SHOP | Shopify - $182B
10. $ANET | Arista Networks - $179B
11. $MELI | MercadoLibre - $125B
12. $DASH | DoorDash - $112B
13. $SE | Sea Limited - $109B
14. $RHM | Rheinmetall - $105B
15. $NU | Nu Holdings - $76B
16. $ADYEN | Adyen - $50B
17. $RDDT | Reddit - $45B
18. $SOFI | SoFi - $33.5B
19. $ALAB | Astera Labs - $32.9B
20. $CRDO | Credo Tech. - $24.7B
21. $DUOL | Duolingo - $15.0B
22. $CELH | Celsius Holdings - $14.0B
23. $ONON | On Holding - $13.9B
24. $HIMS | Hims & Hers - $13.2B
25. $BESI | BE Semiconductor - $11.3B

Source: @KoyfinCharts

Quality Criteria:
- EPS & Revenue next 3Y >20%
- Gross Margin >40%
- Net Margin >0%
- ROIC >0%
- Altman Z-Score >3
- Marketcap >$10B

We are invested in 10 of these quality stocks 💎

Which of these high-growth quality stocks are part of your portfolio? 🤩👇

[Justin Banks @RealJGBanks]

MY GROWTH WATCHLIST

HPC (High-Performance Computing / Crypto Infra)
$IREN – Bitcoin + AI Infrastructure
$CIFR – Data Centers & Mining
$WULF – Digital Mining Solutions
$MARA – Bitcoin Mining Giant

Robotics
$ISRG – Surgical Robotics
$SYM – Warehouse Automation
$ABB – Industrial Robotics
$ONDS – Drone & Aerial Robotics

Quantum Computers
$IONQ – Quantum Computing Leader
$RGTI – Superconducting Qubits
$QUBT – Quantum Algorithms & Software
$QBTS – Quantum Annealing Systems

Nuclear Reactors
$OKLO – Micro Nuclear Power
$SMR – Small Modular Reactors
$NNE – Next-Gen Nuclear Energy

Health
$OSCR – Digital Health Insurance
$HIMS – Telehealth & Wellness
$LMND – AI-Driven Insurance

Fintech
$HOOD – Retail Trading Platform
$SOFI – Fintech Bank & Loans
$NU – Latin America’s Digital Bank

Space
$RKLB – Full-Stack Space Solutions
$ASTS – Space Mobile Service

Battery & Storage
$ALB – Lithium Leader
$MVST – EV Battery Tech
$EOSE – Energy Storage Solutions

Real Estate Tech
$OPEN – Digital Home Transactions
$Z – Online Real Estate Marketplace
$RDFN – Tech-Driven Brokerage

Autonomous
$PONY – Autonomous Driving Tech
$OUST – Lidar & Sensors

❤️ AND RT TO HELP OTHERS

[The Tech Investor @TheTechInvest]

12 Great Disrupters

1. $OSCR | Health Insurance

2. $HIMS | Health Care

3. $DUOL | Education

4. $IREN | Data Centers

5. $TMDX | MedTech

6. $INBIS | AI Infrastructure

7. $CIFR | Data Centers

8. $IONQ | Quantum Computing

9. $RKLB | Space Logistics

10. $ASTS | Satellite Connectivity

11. $OKLO | Nuclear

12. $TEM | MedTech

[Connor Bates @ConnorJBates_]

Momentum Sectors

Quantum Computing ~ $RGTI $IONQ $QBTS $RGTI $QUBT $QMCO

Power Generation ~ $OKLO $SMR $LEU $NNE $LTBR $NNE $UUUU $BWXT $BE $UEC

Real Estate ~ $OPEN $OPAD

Data Storage ~ $SNDK $MU $PSTG $WDC

Miners -> Energy ~ $IREN $CIFR $HUT $MARA $RIOT $GLXY $BITF $APLD $WULF

Robotics ~ $TSLA $SYM $RR

AI ~ $ORCL $NBIS $ALAB $CRDO $CLS $SOUN

China ~ $BABA $BIDU $VNET

Rare Earth ~ $MP

Battery ~ $SLDP $QS $ABAT $EOSE

[Justin Banks @RealJGBanks]

TOP 10 LEADERS OF EACH SMALL–MID CAP SECTOR

$NBIS – AI Compute Infrastructure
The “picks & shovels” of AI. Builds the backbone every model needs to run. Pure play on AI demand scaling up.

$OPEN – Reinventing Real Estate
Instant offers + faster closings. Digitizing the home buying/selling process in a trillion-dollar industry.

$OKLO – Micro Nuclear Power
Mini reactors that can power towns, industries, or data centers. Cheaper, cleaner, faster than mega plants.

$EOSE – Energy Storage Innovator
Building next-gen battery tech to back up renewables + nuclear. A critical piece for the grid as demand for clean power surges.

$IREN – HPC + AI Infrastructure
Started as a miner. Now using its massive energy + data centers to pivot into AI supercomputing. Land + power already secured.

$RKLB – Owning the Space Race
The “SpaceX of small caps.” Reliable small launches + spacecraft manufacturing = full satellite services stack.

$RR ��� Robotics & Automation Pioneer
Focused on real-world use cases like delivery + hospitality robots. Visible, practical automation you can see working today.

$S – Cybersecurity Challenger
AI-driven endpoint security taking share from giants. Fast growth + mid-cap size = room to run.

$AVAV – Drone Defense Leader
Military-grade drones (Switchblade, UAS) with real contracts. Pure play on rising defense + drone demand.

$HIMS – The Future of Wellness
From hair + ED → to weight loss + mental health. A direct-to-consumer telehealth empire with strong branding + subscriptions.

❤️ AND RT TO HELP OTHERS

[Lin @Speculator_io]

A List of Nuclear Stocks:

Small Modular & Micro Reactors
$OKLO Oklo
$SMR NuScale
$NNE NANO Nuclear
$GEV GE Vernova
$RYCEF Rolls-Royce
$BWXT BWX Technologies

Uranium Enrichers
$LEU Centrus Energy
$ASPI ASP Isotopes

Nuclear Fuel Technology
$LTBR Lightbridge

Services and Equipment
$CW Curtiss-Wright
$MIR Mirion Technologies
$FLR Fluor
$BEPC Brookfield Renewables
$BWXT BWX Technologies
$GEV GE Vernova
$ATRL AtkinsRealis (CN)
$ARE Aecon (CN)

Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group

Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$URG Ur-Energy
$EU enCore Energy
$EFR Energy Fuels (CN)

Developers
$UUUU Energy Fuels
$NXE NextGen Energy
$LITM Snow Lake
$DML Denison Mines (CN)
$ISO Iso Energy (CN)
$LAM Lamamide Resources (CN)

Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF
$NUKZ Nuclear Renaissance ETF