Cryzon

#Bitcoin.

[TrendSpider @TrendSpider]

Space stocks are getting SMOKED today as the market awaits the SpaceX IPO listing $SPCX

🔴 $ASTS -11%
🔴 $LUNR -10%
🔴 $SATS -9%
🔴 $RKLB -8%
🔴 $PL -8%

[Bull Theory @BullTheoryio]

A man who earned $28 an hour at SpaceX is about to become a millionaire today because of the IPO.

But he is just 1 of 4,400 SpaceX employees becoming millionaires today.

SpaceX begins trading on Nasdaq today under the ticker SPCX, priced at $135 per share and valued at $1.77 trillion.

The offering raised $75 billion and drew more than $250 billion in investor demand, more than three times oversubscribed.

More than 4,400 current and former SpaceX employees are projected to become millionaires today. Around 400 of them will hold stakes worth over $100 million each.

To put that in context, the Google IPO in 2004 created roughly 1,000 millionaires. Facebook's 2012 listing produced a similar number. SpaceX is doing more than four times both of them in a single day.

And the majority of these people are not founders or executives.

They are engineers, welders, machinists, and launch technicians who took equity over cash and held it for years.

Juan Hernandez moved from Mexico and learned to weld for the money.

He joined SpaceX in 2015 earning $28 an hour. When he went full time, the company gave him $10,000 worth of stock. He held it, bought more through payroll deductions, and sold a small portion in 2020 to buy property in Texas.

His remaining shares are worth $880,000 today.

Trevor Hise joined as a launch engineer straight out of college in 2011. He spent 12 years accumulating shares through salary, bonuses, and reinvestment. He is 37 years old and walking away with more than $13.5 million.

Gavin Petit started in 2012 on an $80,000 base salary with a small initial grant priced at $13.80 per share. He took every bonus in stock.

He has already paid off his home in Denver from earlier tender offer windows and now holds a stake worth several million dollars.

J. André Lavoie, an engineer who received grants years ago, is sitting on more than $28 million. He is currently in Italy renovating a hotel.

Tom Mueller was SpaceX's first employee, hired in 2002 to build the engines that made all of this possible. He left in 2020 but kept his equity.

This week he said: "Elon always said that your salary is one thing, but it's the equity that's gonna be worth something. That day is here."

This is what SpaceX's compensation model actually looked like from the beginning. The company paid below market salaries and made up the difference in equity at every level of the organisation, not just at the top.

Stock options vested over four to six years. Workers could buy additional shares at a 15% discount through a company purchase plan.

Early option grants were priced below $2 per share. Even 2025 grants carried exercise prices between $37 and $42. At $135 today, those positions are sitting at 3x returns minimum.

The physical impact is already visible in Brownsville, Texas, one of the poorest cities in the United States, where more than 3,000 SpaceX employees work at Starbase.

Median home prices in the surrounding county have gone from $131,000 in 2014 to over $281,000 today.

More than 100 SpaceX employees pooled their combined holdings, estimated between $1 billion and $5 billion to negotiate institutional level wealth management fees as individual workers.

Today, SPCX opens and 4,400 people find out what years of holding actually pays.

[The Assembly @InTheAssembly]

There is one company quietly powering the first open-source AI-RAN prototype running on NVIDIA Aerial software.

Almost NOBODY is covering it.

Here it is:

[The Assembly @InTheAssembly]

ASTS AST SpaceMobile.

Building the space-based cellular network that works with regular phones.

Strong IP, spectrum deals, AT&T and Verizon partnerships. Backlog approaching $1B

BlueBird satellite launches ramping in 2026. Real Starlink competitor.

[Jack Prandelli @jackprandelli]

🇨🇳Sinopec, the biggest Chinese refiner, bought ZERO Saudi crude for a 2nd straight month.

Saudi July allocations to China: 12M barrels, 387k bpd. Record low.

Aramco even cut its July OSP by $6/bbl and buyers still didn't come back, because prices remain far above pre-war levels.

China's May imports hit a DECADE low.
Refiners are cutting runs at a loss.

China spent years buying cheap barrels and filling strategic + commercial tanks.

Now it's living off that stockpile instead of paying war prices.

While the US drains its SPR to supply the world, China drains its reserves to avoid the market entirely.

Same tool, opposite strategy.

Regular readers know the rule flexibility is a stock, not a flow.
China's buyer strike is the hidden force capping this rally but inventories run out.

When Beijing must return to a supply-short market, that re-entry bid is the next leg higher.

The question is when, not if.

💡China's energy administration just met Aramco's downstream chief in Beijing.

Saudi needs its biggest customer back and China needs secure barrels.
Someone blinks first.

[Autopilot @joinautopilot]

Breaking: China's rare earth export controls are causing prices to go parabolic

Yttrium is up +14,000% since April 2025 and Terbium is up +400%. Both are used in jet engines, defense systems, and EV motors

The U.S. imports 100% of its terbium from China

4 stocks worth watching:

• MP Materials $MP
*America's only fully integrated rare earth producer. Just started separating terbium and dysprosium at Mountain Pass

• Energy Fuels $UUUU
*Produced the first U.S. terbium oxide in decades in March 2026 at its Utah mill

• USA Rare Earth $USAR
*Just locked in $1,600,000,000 in U.S. government funding to mine terbium, yttrium, and dysprosium in Texas

• NioCorp Developments $NB
*Building North America's largest scandium mine in Nebraska

[Ren @ren_stocks]

$AMPG is one of the most interesting small cap setups I have looked at in a while.

The business is a different category from most micro-caps.

48% gross margins in Q1 2026. On $5.35M revenue up 49% YoY. Zero debt. $18.4M cash. First and only US company with O-RAN certified 64T64R Massive MIMO radio. NVIDIA AI-RAN demo hardware at Northeastern University. Cryogenic LNA supplier to two Fortune 50 quantum computing customers. $118M in signed LOIs, $20M+ in firm backlog. $50M full year 2026 guidance, up from $25M in 2025.

The valuation. At $5 per share and $130M market cap, AMPG trades at 2.6x 2026 revenue guidance. Plain RF parts companies trade at 0.5-2x. AI and quantum growth companies trade at 5-10x. The market is pricing this as a parts company. If the H2 revenue converts and the narrative re-rates, the multiple expansion alone is the return.

The comparison. $LUMN just locked in $13B in AI connectivity contracts with Microsoft, Anthropic, and AWS. That demand flows downstream into signal integrity infrastructure.

AMPG is the only US company making the low-noise amplifiers at the quality level that defense primes, quantum labs, and AI-RAN systems require.

Here is the thing the market has not priced yet.

On the Q1 earnings call, the CEO said:

“We will probably – it’s more likely that they’ll go straight to POs, no LOIs. We’ll be announcing those in the next quarter or so in a relatively short period of time actually because these discussions are ongoing and we’re just finalizing all these.”

New customers are bypassing the LOI stage entirely and going straight to purchase orders.

LOIs are for customers who need to validate your technology before committing. POs are for customers who have already seen the technology deployed and working in someone else’s network and just want to buy.

The COO also confirmed on the same call that Q2 will be “definitely much higher” than Q1. And the CEO said margins will expand further because the upfront customer acquisition investment is behind them.

The bear case. Single customer is roughly 50% of revenue. Material weaknesses in financial reporting flagged by auditors. Revenue is back-half loaded so Q2 could look quiet. The $78M international LOI is still converting slowly.

The mechanical problem - dilution

AMPG has two tranches of rights outstanding from their recent capital raises.

Series A Rights: 4,498,204 shares hitting the float on July 18, 2026 at $5.00. That is 18% more shares appearing on a single date.

Series B Rights: another 4,498,204 shares on November 20, 2026 at $6.00. That is another 15% dilution from the post-Series A base.

Combined: 8,996,408 new shares over five months. Share count goes from 25.2M today to 34.2M by November. That is 1.36x your current share count, or roughly 36% more shares in total.

Add in options and the equity plan and you are looking at a fully diluted count of roughly 38.9M shares. That is 1.55x today, or 54% dilution from current.

The one honest offset: if all rights are exercised AMPG collects roughly $49.5M in fresh cash. For a company burning roughly $1.5M per quarter that is significant runway.

The dilution comes with cash.

But the July 18 date is the one to watch. If the stock is above $5, those 4.5M Series A shares land simultaneously.

How I am thinking about sizing it. This is a small position, high upside, high execution risk.

The dilution events are known dates.

The thesis is real.

The margin structure is better than most names at this stage.

High risk, high reward. Expect volatility around key dates.

[Serenity @aleabitoreddit]

$AAOI is one of the names I keep averaging up on since $28.

Just from random shower thoughts… I feel like it’s just imminent to double or triple if they execute?

There’s just too much demand for 800g/1.6T optical transceivers…

Then this company is targeting the largest capacity in the US, with extreme vertical integration.

I think something to keep in mind is sovereign DCs / T2 AI DCs which increase the demand for 800g as hyperscalers upgrade to 1.6T.

So demand for 800g can actually keep increasing…

Then there’s the analyst rumors of $AAOI conversations with $AMD / $NVDA. Which is kinda expected given everyone is getting their capacity allocated way into 2028.

Nvidia always starts first and causes bottlenecks for everyone else as seen with EML, so not surprising if another hyperscaler learned their lesson this time?

Also, everyone seems to be modeling lower ASP at scale. But if this ends up a major bottleneck H1 next year as expected…

Could see unexpected price hikes + margin expansion across the board from $AAOI, $LITE, and others not really modeled in.

[Michael | Hypermarkets @itsmichaelluu]

When $SPY crashes 10%-20% this summer, everything will be on sale.

Add these 16 stocks for the reversal of a lifetime:

1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating

2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story

3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact

4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area

5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY

6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff

7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart

8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building

9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact

10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips

11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact

12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level

13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind

14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation

15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever

16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst

Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.

♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

[The Assembly @InTheAssembly]

While everyone gets ready for the Anthropic IPO, the real asymmetric upside in AI is sitting in 5 small-cap names almost nobody is covering.

Here they are:

[Cryzon @CryzonPT]

@asklivermore Hello. To have access to your Buy and Sell Signals can i just subscribe on X or do i also have to subscribe on website? I would like just one. Thank you.

[Esther & Michael @SuperLuckeee]

Price targets for each of Jensen Huang's favorite stocks (1 year from now)

$NOW → $300
$CRWD → $950-$1000
$PLTR → $220
$MSFT → $600
$TSM → $550+
$HPE → $100
$IREN → $80
$CRWV → $240
$ARM → $500
$DELL → $600

The best strategy is to get 6-12 months of expiry on call options.

[Equity investor @equitydd]

Semiconductor Value Chain is a complete end-to-end ecosystem, from IP architecture and chip design to foundries, equipment, packaging, memory, networking, systems, and hyperscale cloud deployment.

$ARM $SNPS $CDNS $NVDA $AMD $AVGO $QCOM $MRVL $TSM $SSNLF $TSEM $GFS $UMC $ASML $AMAT $LRCX $KLAC $ICHR $ASX $AMKR $AEHR $MU $EWY $MPWR $TXN $CRDO $ALAB $SMCI $DELL $AMZN $MSFT $GOOGL $SOXX $SMH

[Louis Raskin @louisraskin]

The next 5-10 years will RETIRE you.

MILLIONAIRES will be made from the AI super cycle build out.

Here’s how I and those following me will position:

2026–2027: AI Infrastructure Boom

Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN

2028–2030: The Power Bottleneck

It becomes a grid, power, copper, uranium, and domestic supply chain story.

Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO

2030+: The Application Layer

Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY

I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.

[StockWhale @thestockwhale]

Nuclear is one of the ONLY sectors in the world right NOW that can 30X your money.

And it's still so EARLY. If you WANT to be rich, buy nuclear every single chance you can get.

Here are the top nuclear stocks to buy this week:

1. NuScale Power $SMR
2. Oklo $OKLO
3. ASP Isotopes $ASPI
4. Terrestrial Energy $IMSR
5. GE Vernova $GEV
6. Vistra Corp. $VST
7. Cameco Corporation $CCJ
8. Nano Nuclear Energy $NNE
9. X-Energy $XE
10. BWX Technologies $BWXT
11. Lightbridge $LTBR
12. Centrus Energy $LEU

ETFs include $NUKZ, $URA, $NLR, and $XLU

All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Michael | Hypermarkets @itsmichaelluu]

$NOW can easily triple from $125 by Jan 2027.

Remember, token use is expected to 2800% in 5 years says $GS.

So these 24 stocks can still 10x-20x:

(COMPUTE / GPU)

1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.

2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.

3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.

(NETWORKING)

4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.

5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.

6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.

7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.

(MEMORY / STORAGE)

8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.

9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.

10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.

(POWER / COOLING)

11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density.

12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck.

13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy.

14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term.

(CLOUD PLATFORM)

15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin.

16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue.

17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin.

(ENTERPRISE AGENT LAYER)

18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily.

19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales.

20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver.

(AI INFRASTRUCTURE)

21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem.

22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run.

23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster.

24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation.

$NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it.

♻️ RESHARE this post and write 1 comment, I'll DM you the best $NOW contract to buy and hold.

[InvestmentGuru @InvestmentGuru_]

The U.S. Drone Race Is Accelerating — And The Market Is Finally Paying Attention

Reports suggest the Trump administration is advancing financing talks with multiple drone companies as part of a major push to expand domestic drone manufacturing and reduce reliance on foreign supply chains.

The discussions may include both debt financing and direct equity investment — meaning the U.S. government could potentially take stakes in selected drone companies.

Names reportedly involved:
→ $UMAC
→ Performance Drone Works
→ Neros Technologies

The market reacted immediately:
📈 $UMAC +30% premarket
📈 $RCAT +15%
📈 $ONDS +8%

This move could mark the beginning of a much larger U.S. defense drone buildout cycle.

Key drone stocks now on watch:

Defense & Tactical Drone Leaders
→ $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition
→ $KTOS — Multi-domain autonomous systems across air, land, and sea
→ $NOC — Global Hawk and advanced unmanned combat aircraft exposure
→ $RCAT — Black Widow tactical drones + maritime autonomous systems

AI, Software & Components
→ $UMAC — “Drone-to-Cloud” infrastructure, simulation, GPU rendering
→ $PDYN — AI autonomy software for drone targeting/tracking
→ $SES — Lithium-metal batteries for drones and urban air mobility

Commercial, Security & Counter-Drone
→ $ONDS — Autonomous drone platforms + counter-drone systems
→ $DPRO — ISR, reconnaissance, industrial inspection drones
→ $PRZO — Drone safety + interception systems
→ $UAVS — Tactical mapping drones with Blue UAS certification

The bigger picture:
Modern warfare is shifting toward autonomous, lower-cost, AI-enabled systems. Drones are becoming as strategically important as cybersecurity, satellites, and AI infrastructure.

This may not be a short-term headline trade alone — it could become a multi-year defense and autonomy investment theme.

Watch the capital flows carefully.

[Lin @Speculator_io]

Memory now makes up more than 1/4 of the total cost of a GPU rack.

And there are only 3 HBM companies in the world:

- Micron
- SK Hynix
- Samsung

That's it.

These 3 companies sit in one of the most important layers of the AI supply chain.

The $3 trillion memory bottleneck.

[Sergey @SergeyCYW]

AI Needs Energy. From Uranium to Cooling: The Power Stack Behind AI

AI data centers are becoming one of the fastest-growing sources of electricity demand. Hyperscalers are now competing for firm, reliable, long-term energy supply.

The AI supply chain is moving beyond semiconductors.

It now includes utilities, grid equipment, batteries, cooling, on-site generation, and nuclear fuel.

The first layer is power generation. $CEG — Constellation Energy, $TLN — Talen Energy, $VST — Vistra, $NEE — NextEra Energy, and $ETR — Entergy own power assets that data centers need to run 24/7. Nuclear, natural gas, solar, and storage are becoming strategic resources as hyperscalers try to secure capacity before grid bottlenecks worsen.

The second layer is on-site power. $BE — Bloom Energy and $CAT — Caterpillar benefit from the “bring your own power” model, where data centers install fuel cells, turbines, or backup generators directly on campus to bypass long utility interconnection queues.

Then come the picks and shovels. $GEV — GE Vernova, $PWR — Quanta Services, $POWL — Powell Industries, $MTZ — MasTec, and $AMSC — American Superconductor provide turbines, switchgear, transmission lines, substations, grid services, and power quality systems needed to physically move electricity to AI facilities.

Storage and solar form another critical layer. $FLNC — Fluence Energy, $EOSE — Eos Energy, $GNRC — Generac, and $FSLR — First Solar help support renewable power, backup capacity, and grid stability so AI workloads can operate with fewer interruptions.

Inside the data center, power management and cooling become bottlenecks. $VRT — Vertiv, $ETN — Eaton, and $NVTS — Navitas Semiconductor support power conversion, backup systems, thermal management, and high-density rack infrastructure. As AI racks get denser, cooling is no longer a side issue.

Finally, nuclear fuel and advanced nuclear matter. $CCJ — Cameco, $LEU — Centrus Energy, $UEC — Uranium Energy, $BWXT — BWX Technologies, $OKLO — Oklo, and $SMR — NuScale Power sit upstream of the firm clean-power story.