Alphagenerator

Momentum investor, Investing strategy - to spot early on trending sectors & themes; US and Indian markets, Crypto; a CFA and CFO ; father of two ; NoFinAdvice

[SWING BLASTER 🥷🕉️🔱 @swing_blaster]

📊 Weekly Chart ne to Double Bottom bana diya lagta hai… 👀

Lekin chart review se pehle ek sawaal ❓

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Sabse pehle background color ko rate karo, phir main chart ka detailed review dunga. 🚀📈

#StockMarket #TechnicalAnalysis #ChartPattern #DoubleBottom #SwingTrading #Blacklinesetup #SWINGBLASTER

[Wall St Engine @wallstengine]

ByteDance is in talks to buy at least 50,000 Iluvatar CoreX AI chips this year for inference workloads.

It is also considering Baidu’s Kunlunxin chips.

If finalized, Iluvatar would become ByteDance’s third major domestic GPU supplier after Huawei and Cambricon, as Chinese AI chipmakers gain share under U.S. export controls.

Reuters previously reported Chinese GPU/AI chipmakers captured nearly 41% of China’s AI accelerator server market last year.

[Alphagenerator @AffluentInvest1]

$DVLT either a scam or an unsustainable business model.

[Alphagenerator @AffluentInvest1]

$GPRO global brand with millions in subscriber - it can be a prized asset for anyone looking to reach masses overnight. Many possible takers - Google, Sony, Garmin, Meta, Samsung, AAPL. A bidding war is coming. $GPRO can provide an outsized returns from here at $250M mcap.

[WOLF @WOLF_Financial]

JUST IN: GOPRO $GPRO IS EXPLORING A SALE OR MERGER

The board announced a formal review of strategic alternatives after receiving multiple unsolicited inquiries since April 13.

Q1 numbers show why:

- Revenue: $99M
- Gross Profit: $4.3M (4.3% gross margin)
- Operating Income: -$57.2M
- Net Income: -$80.8M
- EPS: -$0.50
- Adjusted EBITDA: -$49.8M

Net loss was nearly 19x quarterly gross profit.

The board is reviewing strategic alternatives, including a possible sale or merger.

[Serenity @aleabitoreddit]

Warning: The entire AI industry will likely be bottlenecked by two companies:

1. $AXTI ($700M)
2. $SMTOY ($31.7B)

Which both control 60–70%+ of the world's InP substrates.

Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers.

$AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra.

Without InP substrates, the supply chain falters.

After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics.

And two vendors could freeze the global InP substrate market covering nearly all of:

- Hyperscaler optics (TPU pods, etc)
- Optical transceivers (5g, data)
- LiDAR (robotaxis, drones, military)
-Optical Modules (interconnect clusters)
- Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.)

Since these companies make up majority of the market supply:

-AXTI (est. ~30–35%)
-Sumitomo (est.~30%)
- JX Nippon (est. 10-15%)

That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market")

Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile.

If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all.

InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.

[Alphagenerator @AffluentInvest1]

$GOPRO

[Joby Oommen @Agent_Joby]

VEO Insight: GoPro Defense — A Hypothetical Vision of What Could Be

What if GoPro's 22 years of imaging IP, AI processing, and stabilization expertise weren't just powering action cameras — but powering America's next generation of defense autonomy?

This is conceptual. Forward-looking. Not an existing business unit. But the strategic logic is too compelling to ignore.

@GoPro already builds: $GPRO
• The world's best miniaturized AI cameras (GP3, 5nm, onboard NPU)
• Imaging systems flight-proven on Artemis II in deep space
• A 22-year IP portfolio in optics and stabilization
• A globally trusted Western consumer brand
• Allied-nation manufacturing relationships

Now imagine that capability stack reimagined for defense.

🛰️ RECONNAISSANCE — Persistent ISR. See first. Know more. Act faster.
🎯 STRIKE & LOITERING — Precision. Autonomous. Mission decisive.
📦 SUPPLY & LOGISTICS — Deliver critical supplies. Extend reach. Save lives.
🛡️ COUNTER-UAS — Detect. Track. Defeat. Protect the force.
🚢 GROUND & MARITIME — Integrated autonomy above, on, and below the surface.

One AI sensor stack. Multi-domain interoperability. Mesh-networked operations. NATO and STANAG compliant pathways. Modular, open architecture that integrates with allied platforms instead of locking them in.

This isn't about replacing the defense primes. It's about being the trusted Western imaging and autonomy layer inside their platforms — the way Intel was inside everyone's PC, the way Qualcomm is inside everyone's phone.

#Anduril proved what defense startups with vision can do. #ShieldAI proved AI autonomy works. Skydio proved American sensor drones can scale. The category is wide open for a brand that combines all three with the consumer reach that funds R&D.

For investors: GPRO trades at ~$270M market cap. Down meaningfully from its all-time high near $10B. The Golden Dome program is $185B and growing. The Drone Dominance Program is funding 340,000 American drones by 2027. The $1.5T FY27 budget request is the largest in modern American history.

The window is open.

#GoPro C-Suite (and @OliverWyman): the brand exists. The IP exists. The latent demand for trusted Western drone hardware is enormous. The path forward is yours to define.

Multi-platform. Multi-mission. One AI sensor stack. This is just a starting point. The possibilities are endless.

Built for those who protect. Inspired by those we serve.

Think VEO. #veojoby

—
This post is a human-AI effort. Joby's "VEO" vision and IP. Claude AI's analysis (may contain inaccuracies). The visual concept is hypothetical and forward-looking — not an existing business unit. For conceptual and discussion purposes only. Not investment advice.

#Defense #GoldenDome #GPRO #cnbc #bloomberg @cnbc @BloombergLive @BloombergTV #wallstreetbets #WallStreet

[HolyGrailHov @iBuydipss]

$GPRO — 176% from lows on massive buy volume spike at the bottom. Your blue arrow says pullback to $1.06 then $6.50. Earnings May 11. New product cycle. Subscription growing. But analysts say $1.30 and there's 1 Sell, 0 Buys.
🐂 May 11 beat + turnaround confirmed = $1.95 → $2.70 near term 🐻 Miss or guide cut = $1.06 → $0.87, blue arrow invalidated ⚠️ 176% move off lows = this is a momentum trade, not a thesis trade yet 🟢 Record volume at the lows = smart accumulation, not retail FOMO 🟢 Nick Woodman still founder-led — skin in the game at these prices 🚩 PT $1.30 from MS = already overvalued by the only analyst covering it
#GPRO #GoPro #Earnings #MomentumTrade #hovdid

[Gab @GabGrowth]

$GRAB EARNINGS ARE OUT

Revenue: $955M v $920.24M est. 🟢
Adj. EBITDA: $154M v $141.87M est. 🟢
EPS: $0.04 v $0.02 🟢

On-Demand GMV: $6,131M (+24% YoY)
Group MTUs: 51.8M (+16% YoY)
Gross Loan Portfolio: $1,438M (+130% YoY)

[Kevin Xu @kevinxu]

NEW TRADE: ALL IN $HIMS

- earnings on Mon 5/11
- 1st earnings since lawsuit dropped
- currently at $26, down from high of $72
- 34% short, things could get a bit squeezy

i believe wall street has not priced in massive consumer demand for direct healthcare especially peptides (huberman is bullish, youtube/tikok videos are trending sharply up)

the winning game here is to own the customer, and no other brand (incl amazon) has the mindshare nor the global distribution network of $HIMS

only risk is peptide regulation, but that's still a bit away and in this admin, likely to rule favorably

alerted my subscribers here first (ty for the support)

as a reminder: this is my challenge account where i restarted with $35k to go all-in swing trading 1 stock at a time to $10M again.

now at $62k.

prev trade was $IREN and im still bullish on it. will likely swing back to it next week after $HIMS earnings so i dont miss any new deal announcements

i could see myself swinging back and forth between these two for a while.

do your own research too. i spent an hour researching $HIMS on @alpha_ai (new app, launching soon)

lets go!

[InvestmentGuru @InvestmentGuru_]

20 Stocks That Could Be the Next Market Leaders

$JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near.
$QS — Solid-state battery game-changer. Eagle Line now operational. First ecosystem partner billings recorded. VW-backed. $900M+ cash runway through 2029.
$SERV — Autonomous sidewalk delivery. Uber Eats + DoorDash partnerships. Physical AI playing out in real time.
$SATL — Satellogic. Sub-meter satellite imagery. Defense, agriculture, intelligence. Geopolitical tailwinds are massive.
$VLN — High-speed connectivity chips for automotive ADAS and camera systems.
$SOUN — SoundHound AI. Voice AI before it’s mainstream. Automotive + hospitality deployments accelerating.
$NOK — Nokia. 5G infrastructure + optical networking exposure. Massively undervalued relative to peers.
$BB — BlackBerry. IoT security + government contracts. The silent cybersecurity play nobody’s watching.
$POET — Optical interposer platform for AI data centers. POET’s platform could be the backbone of next-gen interconnects.
$LWLG — Lightwave Logic. Electro-optic polymer tech hitting 400G+ speeds. Fortune 500 customer at Stage 3. IP licensing model unlocking.
$OPEN — Opendoor. Real estate tech beaten down. Rate cut cycle = massive re-rating catalyst.
$RUM — Rumble. Free speech platform with growing creator economy + cloud infrastructure. Political tailwinds turbocharging user growth.
$ONDS — Ondas Holdings. Drones for defense + railroads. Government contracts stacking up quietly.
$ABCL — AbCellera. AI-driven antibody discovery. Royalty model means high-margin revenue from partner pipelines.
$RR — AI-powered service robots for hospitality, food & beverage, healthcare.
$TMQ — Trilogy Metals. Copper + cobalt. Critical minerals for the AI/EV infrastructure buildout.
$EOSE — Eos Energy. Iron-air long-duration batteries for grid storage. AI data centers need this.
$SMR — NuScale Power. Only NRC-approved SMR design. DOE loans incoming. 6 GW pipeline across TVA territory.
$TE — Advanced American solar and battery manufacturing
$BBAI — AI analytics for defense and intelligence. DoD spending = durable revenue floor.

These names span eVTOL, photonics, solid-state batteries, robotics, defense AI, energy, and beyond.
Most are early. All carry risk. But the ones that execute?
They don’t just go up — they redefine their sectors.
Not financial advice.

[Alphagenerator @AffluentInvest1]

@DeFiTracer Undollowing you. Clickbait farming

[Alphagenerator @AffluentInvest1]

@DeFiTracer JqzrEgMPF8KSrGnrWvTKA3cP1wy8WGkwFBPYtQNoBLV

[Borg @Borg_Cryptos]

The next 6 months are probably one of the biggest opportunities in your life if you want to be rich.

[Alphagenerator @AffluentInvest1]

@wallstreetbets Yes

[Alphagenerator @AffluentInvest1]

@Vismaya9999 Who is this idiot who continued filming the video rather than saving him.