Nicholas

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[Nicholas @GameplanWallSt]

BOOOOM!

$MU Hit $900 today!

$TSSI back in the game??

Make sure to follow, like and subscribe !

[Nicholas @GameplanWallSt]

$BBAI pulled back to $4.20 yesterday.

52-week range: $3.01 to $9.39.

It's sitting in the lower half of that range right now.

Here's what you need to hold in your head simultaneously.

The risk: → Q1 EPS missed by 50% → Class-action lawsuit still active → Financial restatements going back to 2021 → Short interest: 25.2% of float

The catalyst: → xClibre POC validation: July 1 — 22 days away → Counter-drone market: $6.64B today, $20.31B by 2030 → Panama cargo security deployment: live → Backlog: $281.9M up 14% → Cash: $431.5M — no dilution risk → 3 analysts. Avg target: $5.33 — 27% above current price

$3.50 is the floor to watch.

Break it — bears win.

Hold it and July 1 validates — shorts cover.

22 days. 👀

[Nicholas @GameplanWallSt]

$TE has one number that matters right now.

$46.4 million.

That's how much unrestricted cash T1 Energy had at the end of Q1.

They need significantly more than that to complete G2_Austin.

That's exactly why the Q2 financing package is so critical.

Management said comprehensive financing would close in Q2. Q2 ends June 30.

If the financing closes — construction accelerates, Q4 production stays on track, the bull thesis holds.

If it slips — the cash position becomes a problem.

The stock is in the $9 range. Still well above its $1.09 52-week low.

But watch the June 30 deadline closely.

That press release is the one that matters most this month.

[Nicholas @GameplanWallSt]

$SOFI just launched SoFi Coach.

An AI-powered financial planning chat built alongside SoFi's team of certified financial planners.

Available first to SoFi Plus members.

Rolling out broadly now.

It gives personalized guidance on spending, saving, debt paydown, and investing — inside the same app where members bank, borrow, and invest.

This is the third major product launch in six weeks.

SoFiUSD stablecoin — May 27.
PrimaryBid UK acquisition — announced.

SoFi Coach AI tool — this week.The company is not standing still.

Revenue: $1.09B in Q1. Up 29%+ over three years.

Next earnings: August 4.

[Nicholas @GameplanWallSt]

The thing that separates $TSSI from every other AI stock on this list.

No drama.

No short sellers. No lawsuits. No reverse splits. No dilution risk.

Just a company in Georgetown, Texas physically building the AI economy.

2025 revenue: $245.7 M. Up 66%.

Q1 2026 systems integration revenue: up 88% YoY.

Q1 EPS: $0.08 vs $0.04 expected. 100% beat.

CapEx: $17M going into next-gen AI racks right now.
Partner: $Dell Technologies.

Analyst: Needham. Strong Buy. $16 target.

Every headline is about who's building AI software.

$TSSI is who's building the rooms the software runs in.

~$11. 45% upside to analyst target.

The boring trade is often the right trade.

[Nicholas @GameplanWallSt]

Four stocks. Which one has the biggest June catalyst?

☀️ $TE — G2_Austin financing due this month. Q2 deadline.
💳 $SOFI — Full SoFiUSD rollout hitting this week. Tokenized deposits live.
🔵 $BBAI — xClibre AI POC validation July 1. Panama deployment proving commercial viability.
🔧 $TSSI — No specific June catalyst but quietly compounding. Earnings next quarter.

Drop your pick 👇

[Nicholas @GameplanWallSt]

$BBAI update that matters right now.

The stock has held the $4.00 level for weeks and pushed toward $5.

That slow, steady climb is called accumulation.
It means someone is buying. Not panic selling.

Here's what's coming:

→ xClibre AI POC validation: July 1 — 29 days away → Panama deployment: already live and expanding → 2026 revenue guidance: $135M–$165M affirmed → Backlog: $281.9M, up 14% → Cash: $431.5M — zero dilution risk near-term

The risk hasn't changed: lawsuit, restatements, 25% short interest.

But the chart is telling a different story from the headlines.

$5 held. $5.50 is the next level to watch.

[Nicholas @GameplanWallSt]

$TE faces its most important milestone of the year this month.

G2_Austin — the 2.1 GW solar cell facility in Austin, Texas — needs comprehensive financing to close.
Management said Q2.

Q2 ends June 30.

That means sometime in the next 28 days — T1 Energy either secures the financing or doesn't.

If financing closes → construction accelerates → Q4 first production is on track → the bull thesis is confirmed.

If financing is delayed → the timeline slips → short sellers come back.

The stock is at $10.56. The 52-week high is $11.43.
Everything about $TE right now is pointing toward that financing announcement.

Watch June closely.

[Nicholas @GameplanWallSt]

$SOFI is about to do something this week that nobody's talking about.

Full SoFiUSD availability hits early June — that's now.
When users update their SoFi app in the next few days — all 15 million members get access to:
→ Buy, sell, hold, and convert SoFiUSD inside the banking app
→ Tokenized deposits that earn interest with FDIC insurance
→ 24/7 cross-border transfers
→ Integration with Bullish, an institutional crypto exchange

This is not a crypto side project.

This is a federally chartered US national bank rolling blockchain payments into its core product for 15 million customers.

Citi kept a Buy rating. Stephens kept Buy. CEO owns $1.8M of his own stock.

$20 is the key resistance level to watch.

Break it on volume — the chart turns bullish.

[Nicholas @GameplanWallSt]

Welcome to June.

Here's where your four watchlist stocks stand heading into the new month.

$TE — ~$10.56. Up 117% in May. G2_Austin financing targeting Q2 close — that means this month. Next earnings Aug 7.

$BBAI — ~$5.04. Up 31.9% in May. Panama deployment live. xClibre AI POC validation July 1. Cash: $431.5 M.

$SOFI — ~$18.22. Full SoFiUSD rollout expected this week. Tokenized deposits and Bullish exchange integration coming. 2026 guidance: $4.655B revenue, $1.6B EBITDA.

$TSSI — ~$11. Quietly building. 66% revenue growth. Dell orders growing. $16 analyst target.

June has catalysts for all four.

Let's go. 🎯

[Nicholas @GameplanWallSt]

$BBAI. 24 days until July 1.

xClibre is BigBear. ai's computer vision platform built for counter-drone warfare.

The counter-UAS market today: $6.64 billion.
By 2030: $20.31 billion.

July 1 is the proof-of-concept validation date.
If xClibre works in real-world conditions — the door opens for full DoD deployment and follow-on contracts.

Current setup:

→ Backlog: $281.9M, up 14% → 2026 revenue guidance affirmed: $135M–$165M → Cash: $431.5M — no dilution risk → Panama deployment already live → Short interest: 25.2% of float

25% of the float is short.

If July 1 validates — those shorts cover fast.
24 days. 👀

[Nicholas @GameplanWallSt]

Nobody's fully explained why the KORE Power deal actually matters for $TE.

Here's the simple version.

T1 Energy makes solar panels. They generate electricity during the day.

KORE Power makes battery energy storage systems. They store that electricity.

Put them together and you have a complete 24/7 power solution.

AI data centers need power around the clock — not just when the sun shines.

With KORE Power, T1 NRI (the rebrand) can sell solar generation AND storage as one integrated product.

$32M acquisition. KORE projected to add $15–$20M in EBITDA by 2027.

The company isn't getting distracted from its thesis.

It's completing it.

[Nicholas @GameplanWallSt]

$TE pulled back hard after a 117% run in May.

That's what stocks do after parabolic moves.

Here's what didn't change:

→ Q1 revenue beat analysts by 86% — $177.65M vs $95.46M expected

→ G2_Austin solar cell factory on track for Q4 production

→ KORE Power acquisition announced June 3 — battery storage added to the product

→ Northland initiated Outperform the same day

→ Q2 revenue consensus: $201.2M

→ Next earnings: Aug 7 → 52-week range: ~$1 to $12.49

Stocks that run 1,000%+ always pull back.

The question is whether the story changed.

For $TE — it didn't.

[Nicholas @GameplanWallSt]

Welcome to June.

Here's where your four watchlist stocks stand heading into the new month.

$TE — ~$10.56. Up 117% in May. G2_Austin financing targeting Q2 close — that means this month. Next earnings Aug 7.

$BBAI — ~$5.04. Up 31.9% in May. Panama deployment live. xClibre AI POC validation July 1. Cash: $431.5 M.

$SOFI — ~$18.22. Full SoFiUSD rollout expected this week. Tokenized deposits and Bullish exchange integration coming. 2026 guidance: $4.655B revenue, $1.6B EBITDA.

$TSSI — ~$11. Quietly building. 66% revenue growth. Dell orders growing. $16 analyst target.

June has catalysts for all four.

Let's go. 🎯

[Nicholas @GameplanWallSt]

@MasterBJones $mu is still cheap!

[Nicholas @GameplanWallSt]

May is over. Here's what these four stocks did this month.

$TE — Up 117%. The most explosive move of the month. G2_Austin next.

$BBAI — Up 31.9% in 30 days. Panama deployment live. xClibre AI July 1.

$SOFI — Launched the first US bank stablecoin. CEO bought $1.8M of his own stock.

$TSSI — Quietly compounding. 66% revenue growth. Dell orders growing. $16 analyst target.

June catalysts:
→ $BBAI: xClibre POC validation July 1

→ $SOFI: tokenized deposits and 24/7 cross-border transfers rolling out

→ $TE: G2_Austin financing targeted for Q2 close

→ $TSSI: next earnings and order volume update

See you in June. 🎯

[Nicholas @GameplanWallSt]

$SOFI — the thing most people missed this week.

The CEO bought his own stock.

Anthony Noto purchased approximately 16,000 shares on May 8 at roughly $15.73 per share.

In the last 12 months total — he's bought approximately $1.8 million of $SOFI stock with his own money.

CEOs who buy their own stock at scale are sending a message.

At the same time — SoFiUSD launched May 27. First US national bank stablecoin. 15 million members. Backed by reserves at the Federal Reserve.

Next phase: tokenized deposits that earn interest. 24/7 cross-border transfers. Mastercard settlement integration.

Next earnings: July 27.

BTIG Hold. Truist target cut to $17. Loan loss warnings on the table.

That's the tension.

CEO buying. Analyst caution. Historic product launch.

Know all three.

[Nicholas @GameplanWallSt]

$TE is up 117% in a single month.

Here's what drove it that nobody connected clearly.

The stock went from ~$4.80 to $11.43 in May.

Three things happened at the same time:

Q1 revenue came in at $177.65M. Analysts expected $95.46M. An 86% beat.

Roth Capital publicly demolished the Fuzzy Panda short report point by point. Called every claim false.

A hedge fund run by a former OpenAI researcher bought 10 million shares for $44 million.

The short seller attacked. An analyst and a major fund both stepped in on the same day.

The squeeze happened.

Now: G2_Austin first production is Q4 2026.

That's the next catalyst

If G2_Austin delivers on schedule — the short thesis collapses entirely.

[Nicholas @GameplanWallSt]

$BBAI honest update for today.

What's new and real:

→ Panama deployment live — $BBAI AI running inside Panama's largest logistics operator

→ $53M sole-source classified national security award in Q1

→ 2026 revenue guidance affirmed: $135M–$165M

→ Backlog: $281.9M, up 14%

→ Cash: $431.5M — no near-term dilution risk

→ Former US Customs commissioner just joined the company

→ xClibre AI POC validation July 1 — next major catalyst

What's still a risk:

→ New AI analyst this week flagging 19% downside
→ Class-action lawsuit still active
→ Financial restatements back to 2021
→ Q1 EPS missed by 50%
→ Short interest: 25.2% of float

Stock is ~$5.04. Up 31.9% in a month.

25% of the float is short.
July 1 is 30 days away.
Know the setup.

[Nicholas @GameplanWallSt]

$TSSI is the stock that just keeps compounding quietly.

TSS Inc. Georgetown, Texas.

No drama. No short sellers. No Twitter wars.

Just numbers:

2025 revenue: $245.7M — up 66% year over year

2025 earnings: up 153%

Q1 2026 systems integration: up 88% YoY

Q1 EPS beat: delivered $0.08 vs $0.04 expected — 100% beat

Full year EBITDA guidance: high end of $20–22M

CapEx: $17M being deployed for next-gen AI racks right now

Partnership: Dell Technologies, generating growing order volume

Analyst: Needham Strong Buy

Every Nvidia rack installed in every AI data center needs someone to physically build it, rack it, cable it, and maintain it.

$TSSI does that.

Revenue doubled in two years.

45% upside to analyst target.

The boring trade is often the right trade.

[Nicholas @GameplanWallSt]

$BBAI just deployed live AI in the Panama Canal.

Not a pilot. Not a press release. Live.

Panama Transshipment Group — the largest logistics operator in the country — is running BigBear. ai's cargo security platform right now.

The system uses biometric verification, chain-of-custody tracking, and real-time risk intelligence to monitor every driver, vehicle, container, and seal passing through.

Panama handles routes carrying 5–6% of global shipping traffic.

The former acting US Customs and Border Protection Commissioner just joined $BBAI as SVP of Homeland

Security Solutions.Stock up 31.9% in the past month

.xClibre AI POC validation: July 1.

The commercial expansion is happening.