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[Contingent Traders @ContingentTr]

Long Term Plays Are Printing 📈👀

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RDDT - $159.38, Reddit, Inc.

20 years of real human conversation across every topic. How does AI learn from this? This isn’t just a discussion forum. Every AI company is paying to license their data. EPS and Revenue growing QoQ and YoY.

Reddit (NYSE: RDDT) partners with major technology, AI, and enterprise data firms to monetize its vast content repository and enhance platform capabilities. These key strategic alliances—along with advertising and institutional ownership networks—define the company’s ecosystem.

AI & Enterprise Data Partnerships

Google: A major multi-year content licensing agreement allowing Google to use Reddit data for Gemini AI models and integrating Reddit into Google Search.
OpenAI: A partnership to bring Reddit content to ChatGPT and future OpenAI products.
Meltwater: An official data partnership providing enterprise access to Reddit APIs for competitive benchmarking and consumer sentiment tracking.
Nectar Social & Emplifi: Integrations that give enterprise brands access to Reddit’s Data API for real-time consumer insights and community trends.

Advertising & Marketing Partnerships

Pacvue: Integrations for enterprise brands to plan, activate, and optimize campaigns across Reddit audiences.
Integral Ad Science (IAS): A partnership expanding brand safety and ad-verification solutions on the platform.
PulsePoint: A healthcare-focused partnership targeting professional marketing campaigns.

Major Institutional Partners (Shareholders)

Reddit’s stock and shareholder base includes steady long-term financial institutions such as the Vanguard Group, BlackRock, and growth-focused institutional investors like Fidelity.

Wall Street analysts hold a consensus “Moderate Buy” rating for Reddit (RDDT) with an average 12-month price target of $224.92. Forecasts range widely from a low of $120.00 to a high of $300.00. This average target represents an upside of approximately 46% from recent trading levels.

Evercore ISI: $300.00
Truist: $265.00
Goldman Sachs: $200.00
Wells Fargo: $176.00

Key Growth Drivers

Analysts projecting higher valuations generally cite Reddit’s ongoing expansion into international markets, expanding margins, and the monetization of its data as a key AI training asset. Conversely, lower targets reflect concerns regarding broader macroeconomic pressures on ad-dependent stocks and potential shifts in online traffic patterns.

Analysts forecast Reddit (NYSE: RDDT) to achieve an average annual revenue growth of approximately 22% to 33% over the next three to five years. This trajectory is driven by massive year-over-year gains in advertising monetization and expanding data-licensing agreements, with near-term Q2 2026 revenue guidance projected between $715 and $725.

Revenue Growth Outlook

Short-Term Guidance: For Q2 2026, Reddit expects revenue to land between $715 and $725.
3-5 Year Consensus: Wall Street estimates suggest Reddit’s revenue could grow at an average rate of roughly 22% per year, with some multi-year compound annual growth rate (CAGR) projections estimating up to 33.15%.
Long-term Estimates: Analysts project that, if current expansion rates hold, annual revenues could reach approximately $5.83 by 2029.

Key Drivers of Growth

Advertising & Ad-Tech: Currently making up the vast majority of income, ad revenue is expected to surge by over 60% year-over-year. Enhanced targeting features, B2B data partnerships, and native integrations—such as a partnership with Shopify—are driving higher revenue-per-user metrics.
Data Licensing & AI: Reddit continues to monetize its vast trove of human conversation data by licensing its API to AI developers. Dynamic pricing models for enterprise data are playing a significant role in diversifying the top line.

[Contingent Traders @ContingentTr]

$AMTM - $24, Amentum Holdings, Inc.

The Nuclear and National Infrastructure Backbone

Role in the Sector: Picks-and-shovels provider to nuclear, defense, and space programs.

What do they do?

Amentum is the under the radar linchpin that keeps US military, space, and nuclear agencies functioning. The don’t manufacture planes, tanks, or reactors; they provide the advanced engineering, operations, maintenance, and technical solutions that make everything work.

The company employs about 50,000 people in 70 countries across all seven continents focusing on solving clients most complex challenges in science, security, and sustainability.

Amentum manages approximately 90% of the U.S nuclear infrastructure for the department of energy, giving it expertise that positions it to capture massive growth as nuclear expands to power AI data centers.

Key nuclear contracts and wins:

Sole program and project management partner for the UK’s new Sizewell C nuclear power station.
$207 million contracts from Dutch government to lead consortium focused on nuclear power development (January 2026).
Up to $743 million in UK Contracts from EDF for reactor fleet solutions and Hinkley Point C nuclear power plant.
$1.2 billion annual Canadian Nuclear Laboratories contract which also focuses on small modular reactor technology.
Operates the DOE’s Waste Isolation Pilot Plant in New Mexico for safe disposal of radioactive waste.

Small Modular reactor Exposure

With the Administration’s executive order accelerating SMR deployment, Amentum’s existing nuclear relationships position it perfectly:

Canadian Nuclear Laboratories (existing contract) is actively pursuing SMR technology.
NuScale Power is the only company with 2 NRC approvals for small modular reactors; Amentum could support their deployment.
Management specifically cities nuclear and SMRs as multi-year growth drivers on earnings calls.

Space: The Launch Pad for U.S. Ambition

Amentum makes U.S. space programs function:

Operate launch facilities at Kennedy Space Center handling operations, maintenance, and upgrades.
$4 billion space force contract covering operations and maintenance for Cape Canaveral and Vandenberg Space Force Bases.
Provides orbital trajectory design and analysis, launch vehicle software, space flight hardware design and testing.
Key support role in NASA’s Artemis program ($4+ Billion budget) to return to the Moon: Engineering, software development, system integration, testing, and technical services.

Defense: Boots on the Ground

Amentum handles the unglamorous but essential work:

$995 million IDIQ contracts with the U.S. Air Force.
Runs military bases worldwide-housing, utilities, airfield management, logistics.
Training military pilots; maintaining and repairing aircraft, vehicles, and drones.
Potential involvement in “Golden Dome” SHIELD initiative $150 billion missile defense program over 10 years.

Financial Strength

$47 billion backlog of future business-massive revenue visibility.
Book-to-bill ratio of 1.2x - booking $1.2 in future revenue for every $1 of current revenue.
Free cash flow: $500+ million in fiscal 2025.
FCF yield: ~8.3% at current prices-attractive for a growth company.
Net leverage falling: From 4.1x EBITDA at merger close to 3.2x today, targeting below 3x by end of next year.
Trading at ~11.8x forward cash flow - below sector peers and 30% below sector median P/CF multiple.
Forward P/E of ~11.7x versus sector median of 21x-significant discount.

[Contingent Traders @ContingentTr]

$LEU - $199.14, Centrus Energy Corp.

The U.S. will quadruple it’s nuclear capacity by 2050. Before uranium can power a single nuclear reactor there’s three steps: you have to convert it, enrich it, and build and manage the facilities that use it. One of only two domestic enrichment facilities in our country. For decades we’ve relied on Russia for this, not anymore.

Low-Enriched Uranium (LEU) is the traditional nuclear fuel that powers the vast majority of today’s commercial nuclear reactors. It is vital for the future because it serves as the bridging fuel for the global energy transition, ensuring grid reliability as power demand surges, while driving national security and energy independence.

Energy Security and Independence

Replacing Russian Imports: For decades, the global supply of enriched uranium was heavily reliant on Russia. With the U.S. and allied nations banning or phasing out Russian LEU, developing domestic and allied uranium enrichment capabilities is a top national security priority.
Government Support: Programs like the U.S. Department of Energy’s multi-billion-dollar initiatives aim to restore and expand domestic LEU production, ensuring Western power grids are not vulnerable to geopolitical leverage.

Meeting Surging Demand for Clean Energy

AI and Data Center Growth: As energy-hungry artificial intelligence (AI) data centers and tech-hyperscalers push electricity demand to new highs, reliable, uninterrupted, and carbon-free baseload power is required. Nuclear energy—and by extension, the LEU needed to fuel it—is considered the most viable solution.
Decarbonization Goals: Nuclear power emits zero greenhouse gases during operation, making LEU-fueled plants a cornerstone for countries striving to meet net-zero climate objectives.

Transition to Advanced Reactors

SMRs (Small Modular Reactors): Next-generation reactors and Small Modular Reactors (SMRs) are being developed to provide cheaper, faster-to-deploy atomic energy.
The Bridge to HALEU: While the next generation of reactors will primarily use High-Assay Low-Enriched Uranium (HALEU), existing commercial fleets and immediate near-term advanced reactor deployments will heavily rely on LEU as the industry scales up.

Supply Chain Resilience

Companies in the nuclear fuel supply chain, such as Centrus Energy, are scaling up domestic centrifuge production and adopting advanced manufacturing technologies to shorten project timelines and reduce costs. Secure access to LEU ensures that current commercial fleets can continue to operate seamlessly while advanced infrastructure is built.

Centrus Energy (NYSE: LEU) is projected to grow due to surging global demand for enriched uranium, critical expansions at its Piketon, Ohio facility, and its strategic position as the only licensed producer of High Assay Low-Enriched Uranium (HALEU) in the Western world.

Wall Street analysts project an average 12-month price target of $283.85 for Centrus Energy Corp (NYSE: LEU). The company’s future growth is highly tied to the nuclear energy sector and government policies. However, analysts predict a slight long-term revenue decline, with forecasts varying depending on future production capacity.

Average Target: $283.85

High Forecast: $409.50

Low Forecast: $196.95

[Contingent Traders @ContingentTr]

$INTU - $311.5, Intuit Inc.

TSX (CAD HEDGED) - $19.05

Going to accumulate some shares here and scale in as we’re extremely undervalued due to looming fears. This drop is driven by investor concerns about AI displacing core products (like TurboTax), a disappointing tax season with pricing pressures among DIY filers, mass corporate layoffs, and a general sell-off in the tech software sector. Despite recent downside, Intuit (NASDAQ: INTU) is projected to achieve 12% to 13% annual revenue growth and 13% to 15% earnings per share (EPS) growth. Analysts project long-term momentum driven by AI-native platform automation, increased mid-market enterprise adoption, and an expansive $180 billion Total Addressable Market (TAM).

Financial Forecast Summary

Revenue Projections: Projected to rise from approximately $21 billion in fiscal year 2026 to over $24.4 billion in fiscal 2027, with long-term forecasts targeting nearly $27 billion by fiscal 2028.
EPS Growth: Fiscal year 2026 GAAP diluted EPS is expected to fall between $15.49 and $15.69, with longer-term estimates expecting earnings to approach $28.00+ in the next few years.
Wall Street Targets: The consensus among 30+ analysts on Example Location Finder places the 12-month average price target for Example Location Finder near $507.23 to $514.58, representing a substantial upside from current levels.

Key Growth Drivers

AI & Automation: The company is transforming its offerings into intelligence systems. Virtual AI agents are automating assisted tax, payroll, and financial services, saving users up to 12 hours monthly and opening up opportunities for higher monetization.
Mid-Market Expansion: Deeper penetration of the mid-market via the Intuit Enterprise Suite is extending their core small-business offerings.
Ecosystem Attachment: The steady push toward bundling services (combining payroll and payments) increases the Average Revenue Per Customer (ARPC).

Intuit (INTU) has built an expansive partner ecosystem to enhance its core financial and tax platforms like QuickBooks, TurboTax, and Mailchimp. Their strategic alliances focus on Artificial Intelligence integration, financial technology, and supply chain management.

Key strategic partnerships include:

Anthropic (AI): A multi-year partnership integrating Claude capabilities into Intuit’s platform to build custom AI agents for mid-market businesses.
OpenAI (AI): Integrates Intuit’s financial technology expertise directly into ChatGPT to deliver personalized financial experiences.
Affirm (Fintech): Integrates “pay-over-time” solutions directly into QuickBooks invoices so businesses can get paid upfront while customers split costs.
Circle (Fintech): A strategic partnership utilizing stablecoins to innovate money movement for small and mid-market businesses.
Amazon (Tech): An expanded strategic collaboration built around cloud infrastructure and web services.

[Contingent Traders @ContingentTr]

$SHOP - $116.27, Shopify Inc.

TSX (CAD HEDGED) - $162.33

Replaced the need of physical stores. Powers 2 million business in over 175 countries. If you ever bought anything online you’d bought from this company. They handle the website, payments, and the shipments. AI is just going to make their company a lot more powerful.

Shopify (NYSE: SHOP) expects robust revenue growth in 2026, targeting a year-over-year increase in the high 20s for the upcoming quarter. Analysts forecast an annualized revenue growth rate of roughly 18% to 25% over the next 3 years, outpacing the broader North American IT sector.

Q1 2026 Financial Highlights & Drivers

Q1 Revenue: Reached $3.17 billion USD, marking a 34.3% year-over-year growth that beat Wall Street estimates.
GMV Growth: Gross Merchandise Volume surged to $101 billion USD, driven by a 35% jump in sales across the platform.
Enterprise Expansion: The number of merchants doing over $100 million in GMV nearly doubled, with major enterprise brand adoptions like Balmain, Mulberry, and LVMH.
Profitability: The company reported an adjusted operating income of $514 million USD with a healthy 15% free cash flow margin.

Short-Term & Long-Term Projections

Current Quarter: Management projects continued momentum with Q2 revenue growth guided in the high-20s percentage range.
Annualized Forecast: Sell-side analysts project an ongoing revenue compound annual growth rate (CAGR) of 18% over the next three years, compared to the broader IT industry’s 13% average.
Margin Expectations: The company aims to balance accelerating revenue with strategic operating investments, guiding operating expenses to sit between 35% and 36% of revenue in the near term.

[Contingent Traders @ContingentTr]

$SYM - $43, Symbotic Inc.

Walmart warehouses run on it! This company builds fully automated robotic systems. No human workers needed. Robots moving, sorting, and storing products faster and cheaper then any human workforce can, around the clock with no breaks. Walmart is their biggest customer and Walmart doesn’t partner with any company that can’t scale. Labor costs alone are inevitable. I believe we can see 100% here within a 2 year timeframe.

Wall Street analysts expect Symbotic Inc. to see significant revenue and earnings growth, with an average 12-month price target of approximately $65.00—representing an upside of over 50% from its recent trading levels. The company is projected to grow annual revenues by 19.5% and earnings per share by over 50%

Core Growth Drivers

Record Backlog: Symbotic is riding a massive wave of warehouse automation adoption, boasting a multibillion-dollar backlog from massive corporate clients.
Financial Projections: Over the next few years, analysts anticipate a compound annual growth rate (CAGR) for revenue to hover around 27%, with gross profits projected to expand by about 47% per year.
Profitability Turnaround: The company is exiting a phase of heavy capital investment into profitability, with expectations of robust annual earnings growth pushing towards 51% per year.

The bullish case for the company is centered on several key structural and financial advantages:

Massive Contracted Backlog: The company boasts an enormous project pipeline, giving it exceptional revenue visibility. This multi-billion-dollar order backlog serves as a sturdy foundation for sustained growth.
AI & Robotics Differentiation: Unlike legacy automation, the Symbotic platform uses sophisticated machine learning algorithms and LiDAR-equipped robots to orchestrate a highly efficient physical flow of goods. The operational scale it achieves provides continuous data that helps make the systems smarter over time.
Shift to Recurring Revenue: While selling and installing warehouse systems generates the bulk of current revenue, the company is growing its Software Maintenance and Operations Services, moving toward predictable, high-margin, recurring revenue streams.
Strategic Partnerships: The company has cemented strong relationships with massive retail and logistics operators like Walmart (which is also an investor) and is expanding its verticals into healthcare and apparel.

2030 Long-Term Outlook

Bottom Line Growth: Financial modeling for the company (including cash flow extrapolations) projects a significant ramp-up in free cash flow and per-share earnings by 2030, with some estimates pointing toward a bottom-line profit north of $2.00 per share.
Stock Price Projections: Retail and quantitative forecasting platforms (such as the Traders Union) project a wide long-term trading range for SYM by 2030, projecting potential averages between $100 and upwards of $200 per share based on the conversion of its multi-billion-dollar deployment backlog.
Key Growth Drivers: The company’s expansion beyond core retail (such as Walmart and Target) into new industry verticals will dictate whether it meets these high-end 2030 targets.

1-Year Analyst ConsensusAverage Target:

Median Target: $65.00
High Target: Up to $88.00

[Contingent Traders @ContingentTr]

$DXYZ win on the long term.

[Contingent Traders @ContingentTr]

$QBTS

[Contingent Traders @ContingentTr]

$QBTS - $21.53, D-Wave Quantum Inc.

D-Wave Quantum Inc is considered important for the future of quantum computing because it is the only pure-play company specializing in both annealing and gate-model quantum systems, allowing it to deliver practical, commercial-scale applications today while developing universal systems for tomorrow.

Key Reasons for Future Potential:

- Commercial Maturity: Unlike competitors focused solely on R&D, D-Wave has over 100 revenue-generating customers. They are moving from proofs-of-concept (POCs) to multi-year commercial commitments in annealing quantum solutions.
- Commercial Adoption & Revenue: Bookings in early 2026 surpassed all of 2025, suggesting strong growth momentum. The company is expanding into defense and developing its next-gen Advantage2 system.
- Dual-Technology Approach: D-Wave is the only quantum firm running both annealing (practical for optimization problems) and gate-model systems, offering a unique, diversified, and practical product portfolio.
- Strong Analyst Sentiment: As of May 2026, 15 out of 17 analysts covering the stock maintained a “Buy” rating, with predictions of 85%+ upside from current levels.
- Strategic Partnerships: Collaborations with companies like Anduril Industries are crucial for building specialized quantum applications for the defense sector.

D-Wave Quantum (QBTS) is experiencing strong growth, with analysts forecasting a 61.1% revenue increase in 2026 and substantial share price upside. Driven by commercial adoption of its annealing quantum computers, high-growth revenue, and a 26.9% earnings growth rate, the company is seeing significant momentum, with average price targets suggesting a 78-83% potential increase.

Key Expected Growth Drivers & Metrics

- Revenue Growth: Projected to grow by 61.1% per annum, with 2025 revenue showing a 179% increase to $24.6M.
- Earnings Growth: Earnings are forecast to grow by 34.5% per annum.
- Price Targets: Analysts have set an average 12-month price target around $35–$37, representing a significant premium over current levels, with a high estimate of $47.25.
- Commercial Momentum: Strong growth in customer adoption of hybrid solvers and commercial annealers, particularly in logistics and optimization, driving recurring revenue.
- Technological Roadmap: Ongoing advancements in qubit count and coherence in annealing systems are directly feeding into increased revenue potential.

Key Partnership Highlights:

- Defense & Technology: Collaborating with Anduril and Davidson Technologies to develop quantum applications for U.S. air and missile defense.
- Government & Public Sector: Partnered with Carahsoft to bring annealing quantum solutions to government agencies, education, and healthcare.
- Commercial & Logistics: Working with Staque to build hybrid-quantum applications for autonomous agriculture vehicles.
- Marketing: Collaborating with Interpublic Group (IPG) on quantum-powered advertising optimization.
- Early Adopters & Research: Historically partnered with companies like BASF and institutions.

[Contingent Traders @ContingentTr]

$NBIS

[Contingent Traders @ContingentTr]

$RDW - $13.45 (COULD WAIT HERE) It's up 18% today.. meant to post this earlier just seeing soo much <a:firee:748922224311795875> everywhere.. would pick up shares here or the $15 C for Jan 2027. This is starting to gain social media hype but I'm looking at their progressive growth. I can see this hitting $22 this year.

[Contingent Traders @ContingentTr]

$IREN - CALL $65 STRIKE contracts $6 exp June 18 ---> $IREN shares are trading higher after the company announced a partnership with Nvidia to support the deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across its global data center pipeline. Also, Nvidia received a five-year right to purchase up to 40 million shares at $70 per share. Pick up shares, you could even buy a longer date higher strike. It wouldn't surprise me if this stock hits $100. Anything NVDA touches is gold and runs after

[Contingent Traders @ContingentTr]

$NVDA - CALL $300.0 STRIKE contracts exp Jan 15 2027 @ $16.75
BEST STOCK EVER* &lt; --- BUY BUY BUY BUY NEVER SELLLLLLL!

[Contingent Traders @ContingentTr]

$META - CALL $640.0 STRIKE contracts exp June 18 2026 @ $19.5. Buy shares, can even buy a shorter date. We need a close above $620.87 which is the start of this MASSIVE gap. Dropped 9% on a 33% double beat. Making 0 sense. Easy money here. Long term I expect well over 1K

[Contingent Traders @ContingentTr]

$TSLA - CALL $460 STRIKE contracts $2.4 exp May 15 <--- higher risk.. as TSLA is on quite a breakout. I'm holding the calendar leap, and idea is to also hold a naked put/ shares. Love this breakout and holding long. Well overdo and I won't be selling. Forming a C w H intraday and not many major resistances ahead. $445.1 needs to break and 🚀 to $453.66, $458.25, $463 is the gap!

[Contingent Traders @ContingentTr]

Took profits on our $NVDA swing from May 8 📈
$7.30 → $17.05 | +133.6% | +$24,375 realized on 25 contracts

BOUGHT 25
$NVDA CALL $230.0 STRIKE contracts exp June 18 2026 @ $7.3

SOLD 25
$NVDA CALL $230.0 STRIKE contracts exp June 18 2026 @ $17.05

[Contingent Traders @ContingentTr]

Active swings update 📈

$TSLA Dec ’26 400C: +$43,032
$TSLA Jun ’26 450C: +$55,575
$NVDA Jun ’26 230C: +$12,865
$ORCL Jan ’28 200C: +$11,867
$QBTS Jan ’28 30C: -$5,824
$MSFT Dec ’28 500C: -$2,853
$IREN Jun ’26 65C: -$16,016
$IONQ Jan ’28 100C: -$5,947

Total unrealized PnL: +$92,699
Total market value: $426,833

[Contingent Traders @ContingentTr]

$KLAR - $13.74, Klarna Group

Added a 1K share position. Expecting about a 70% increase from this level. $57.26 was the high on this. My target is $20.

Klarna Group (KLAR) is experiencing strong growth, with revenue forecast to grow by approximately 16%–19% annually over the next 3 years. For Q1 2026, analysts expect revenues of approximately $944 million to $963 million, representing a year-over-year increase of around 34%.

Key Revenue Growth Metrics (as of May 2026):

Near-Term (Q1 2026): Revenue expected to be around $939M - $963M, showing a ~34% increase from the year-ago quarter.
Long-Term Forecast (3-Year Average): Projected to grow at 16%–19% per annum, significantly outpacing the Diversified Financial industry average of 5.8%–6.3%.
Past Performance (Full Year 2025): Revenue was $3.51B, a 25% increase from 2024.

Key Growth Drivers & Context:

Profitability Focus: While growing revenue, KLAR is also forecast to turn profitable over the next 3 years.
Market Position: As of early 2026, analysts suggest that KLAR’s rapid revenue expansion, particularly with high growth in Q1 2026 estimates, is intended to boost its market valuation.
Analyst Sentiment: 25 analysts have an average price target of $21.68 USD, indicating expected growth over the current price.

Major Strategic Partnerships (2026)

Elliott Investment Management: A $2bn facility supporting US expansion.
Blackhawk Network (BHN): Expanded to offer Klarna on https://t.co/yfKXsvipNS and BHN’s network of over 350 brands.
Minor Hotels: Partnership to bring flexible payment options to travellers across 13 European markets.
Coinbase: Partnership for crypto-related services and wallet integration.
Quay: New partnership announced in 2026.

Top Retail and Service Partners
Klarna is integrated into both online and in-store checkouts for top global brands:

Retail/Fashion: H&M, Nike, Saks, Macy’s.
Tech/Electronics: Google Store, Apple Pay (integration).
Travel/Hospitality: Expedia Group, Airbnb, Uber.
Home/Lifestyle: IKEA.
Marketplaces: Walmart.

Key Institutional Shareholders (Partners)
Significant institutional holders that function as strategic financial partners include:

Sequoia Capital: 15.97% holding.
Commonwealth Bank of Australia: 4.61% holding.
SoftBank Group Corp: 4.08% holding.
Silver Lake Group, L.L.C.
Dragoneer Investment Group, LLC.
Wellington Management Group, LLP.
Walmart Inc. (New major stakeholder)

[Contingent Traders @ContingentTr]

$BULL - $7.09, haven't added yet... but add this to your w/l.. reminds me of $HOOD before it went 💥