Hunter Allen

Stock Screener| Gap Fill Setups | Volume Breakouts| low floater finder| Memes included! Real-time levels, pivots & high-probability moves. NFA. 📈🚀TN- Go Vols

[Hunter Allen @HunterAllen4]

The year is 2032.

You missed $SOFI under 20$
You missed $NOW under 100$
You missed $PLTR under 150$
You missed $HYLN under 4$
You missed $AIB under 2$
You missed $SE under 100$
You missed $CELH under 35$
You missed $MRAM under 30$
You missed $NRGV under 5$
You missed $IONQ under 45$
You missed $HIVE under 4$
You missed $VIVO under 5$
You missed $VELO under 25$
You missed $LTRX under 8$
You missed $INFQ under 14$
You missed $OKTA under 100$
You missed $MX under 6$
You missed $QXL under 5$
You missed $RDW under 15$
You missed $TGEN under 5$
You missed $DGXX under 8$
You missed $EOSE under 10$
You missed $LAES under 4$

And many more.

They all 5-10x and you realize.

You could have had them all from following and subscribing for just 1$ to support the grind to my account.

Have a great weekend fam.
I’m in the lab 24/7 finding opportunities
Hit that subscribe 1$ to support.

[Hunter Allen @HunterAllen4]

@notanotherquant Haha I’m out of it bro

[Hunter Allen @HunterAllen4]

@Jodie_Noraa You too fam 🔥

[Hunter Allen @HunterAllen4]

@Jodie_Noraa Haha you right

[Hunter Allen @HunterAllen4]

$NUAI

+5%

Come on fam let’s go higher!

Another AI infrastructure sleeper in plain sight.

3 month highs were tested today. After 6.30s hold we can start the double up.

Repost. Bookmark. Subscribe 1$

[Hunter Allen @HunterAllen4]

$NUAI

Don’t miss the next $IREN

Up 70% YTD. Up 555% past year.

AI infrastructure supercycle is accelerating. Power + compute + cooling = the bottleneck of the AI era.

THIS IS A POTENTIAL 20x AI DATA CENTER PIVOT IN EARLY STAGE FORM

150$ STOCK CHILLING UNDER 5$

~$460M market cap vs multi-billion AI infrastructure peers
438-acre Texas AI data center campus
~1.4GW gross capacity planned
~1GW critical IT load target
~8GW total broader pipeline including New Mexico expansion optionality

THIS IS WHERE THE STORY CHANGES

Legacy helium/natural gas company → vertically integrated AI hyperscaler infrastructure platform

Same exact category transition investors watched happen in:
$IREN $APLD $CRWV $CORZ $NBIS

Why this is getting attention:

• Behind-the-meter natural gas strategy avoids ERCOT bottlenecks
• 450MW+ dedicated turbine generation already advancing
• AI-optimized liquid cooling + high-density GPU rack support
• Faster deployment timelines than traditional grid-only hyperscalers
• Large contiguous powered land already secured

Recent catalysts:

~$140M combined financing secured in April 2026
• ~$115M equity raise completed
• Up to $290M Macquarie debt facility
• $5M Macquarie direct equity investment at premium pricing
• Legacy convertible debt fully removed

THAT IS MASSIVE VALIDATION

Macquarie doesn’t hand out infrastructure capital to random micro-caps.

Major partnerships forming:

• Stream Data Centers JV LOI
• Primary Digital Infrastructure partnership
• Thunderhead + TURBINE-X power agreements
• Energy Dome CO2 storage integration

This is becoming a full-stack “power + compute + cooling” AI platform.

PHASE SCALING IS THE IMPORTANT PART HERE:

PHASE 1
~200MW utility-powered deployment
Targeted energization beginning 2027
Potentially supports first hyperscaler deployment + initial recurring infrastructure revenue

PHASE 2
~450MW behind-the-meter gas-powered expansion
Dedicated turbine infrastructure
Faster scaling + lower transmission bottlenecks

PHASE 3+
Scaling toward full ~1GW+ AI campus buildout
Long-term multi-phase hyperscale expansion model

BROADER PIPELINE:
~8GW potential platform including New Mexico expansion opportunities

That’s the part the market may not fully understand yet.

The bull thesis:

AI demand is exploding
Compute shortages are real
Power availability is becoming the largest bottleneck in technology

And $NUAI controls:
• Land
• Power
• Cooling
• Infrastructure pipeline
• Faster deployment capability

That combination is extremely rare right now.

Big differentiator:

Most AI data center projects are waiting YEARS for grid interconnection.

$NUAI’s behind-the-meter strategy potentially cuts deployment timelines dramatically.

That matters when hyperscalers are racing for compute capacity.

Near-term setup:

• $5 major breakout resistance
• Multi-month base forming
• Institutional discovery phase still early
• AI infrastructure rotation heating up

If execution continues:

THIS COULD RE-RATE FAST

Especially if:
• Hyperscaler agreement finalizes
• Phase 1 construction accelerates
• Power deployment milestones continue
• Anchor tenant announcements arrive

Bull case numbers get wild quickly if they successfully execute Phase 1 alone.

The market still largely views this as a speculative micro-cap.

That’s the opportunity.

In a world starving for:
• AI compute
• Power
• Cooling
• Land
• Fast deployment

$NUAI is positioning directly in the center of the bottleneck.

HIGH RISK. VERY EARLY.

But this is exactly how some of the biggest AI infrastructure winners started.

$NVDA $AMD $SMCI $ANET $VST $VOO $SPY $CEG $IREN $CORZ $CRWV $NBIS $APLD $SMR $OKLO $JD $CEG $NVTS $RKLB $TSM $COHR

DONT MISS THIS GIANT

[Hunter Allen @HunterAllen4]

@InvestifyDaily Exactly bro

[Hunter Allen @HunterAllen4]

$AVGO earnings today.

Everyone watches the $2T giant.

Gimme 500$ Full send. Bullish af

Three under-the-radar names 👇

🔹 $SKYT
🔹 $AMBA
🔹 $CEVA

All under $5B market caps.

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$SKYT

SkyWater Technology is one of the few U.S.-based pure-play semiconductor foundries.

🇺🇸 Domestic manufacturing
⚛️ Quantum computing exposure
🛡️ Defense & aerospace contracts
📦 Advanced packaging expansion

2025 revenue grew 29% to a record $442M.

The acquisition of Fab 25 in Texas dramatically increased manufacturing capacity and positions the company to benefit from semiconductor reshoring and CHIPS Act initiatives.

The upcoming $IonQ acquisition also highlights the strategic value of SKYT’s manufacturing capabilities for next-generation quantum technologies.

Notable projects and partnerships:

🔬 Working with $QTBS D-Wave on superconducting quantum technologies and fabrication.

🔬 Partnered with Silicon Quantum Computing (SQC) to advance scalable quantum hardware development.

🔬 Collaborating with QuamCore on next-generation superconducting logic and quantum architectures.

🔬 Expanding advanced packaging operations in Florida focused on heterogeneous integration and next-generation chip packaging.

🔬 Long-term supply agreements tied to Infineon’s Fab 25 operations provide recurring manufacturing demand.

🔬 Trusted Category 1A accreditation supports defense and aerospace semiconductor opportunities where secure domestic production is critical.

$AMBA

Ambarella may be one of the purest edge AI semiconductor plays in the market.

🤖 Edge AI processors
🚗 Autonomous driving & ADAS
📹 Computer vision
🚁 Drones & robotics

Fiscal 2026 revenue grew 37% to a record $390.7M.

More than 80% of revenue now comes from AI-focused products.

The company has over 370 active AI projects and partnerships across automotive, security, robotics, and industrial markets.

Many investors know $NVDA

Notable projects and partnerships:

🚗 Strategic partnership with Continental to develop advanced driver-assistance and autonomous driving platforms.

🚗 Automotive deployments with companies including Audi and Leapmotor.

📹 Major long-term relationship with Hanwha that could exceed $800M over the life of the agreement across AI-powered security systems.

🤖 Expanding adoption of its newest CV7 and CV75 edge AI processors across robotics, industrial automation, and smart city infrastructure.

🚁 Growing presence in drones, machine vision, and physical AI applications where low-power edge inference is becoming increasingly important.

📱 Developer Zone ecosystem gives customers low-code tools to accelerate deployment of AI vision applications across industries.

$CEVA

CEVA is the picks-and-shovels play.

Instead of manufacturing chips, it licenses the intellectual property that powers them.

🧠 AI processing IP
📶 Wireless connectivity IP
🚗 Automotive systems
📱 IoT devices

Q1 licensing revenue hit the highest level in three years.

Gross margins remain near 90%.

Notable projects and partnerships:

🚗 CEVA AI technology is being integrated into Renesas automotive platforms, including systems supporting future vehicle intelligence and ADAS functions.

🚗 Partnered with NXP on software-defined vehicle platforms and real-time automotive processing solutions.

🧠 NeuPro-Nano and SensPro AI architectures target edge AI inference, sensor fusion, computer vision, and physical AI workloads.

📶 Strong momentum in Wi-Fi, Bluetooth, UWB, and 5G connectivity IP as connected devices continue expanding globally.

📱 MediaTek uses CEVA technology in advanced audio and mobile platforms.

📷 Novatek utilizes CEVA AI vision technology in camera and imaging applications.

🚘 BOS Semiconductors selected CEVA technology for advanced automotive and ADAS chip development.

Three different ways to play the same long-term semiconductor trend.

[Hunter Allen @HunterAllen4]

@PeterCarli28957 🔥🔥 killing these as always

[Hunter Allen @HunterAllen4]

@PeterCarli28957 lol you and I both know $HYLN is legit

[Hunter Allen @HunterAllen4]

@EmmanuelSimond BOOM RESEARCH HAHA

[Hunter Allen @HunterAllen4]

$BCHT

was up 12% today on roughly 3x average volume.

This one continues to be one of the most mispriced infrastructure and environmental technology stories in the market.

Yesterday’s settlement and licensing agreement with Berkshire Hathaway Energy and PacifiCorp was a massive development that the market still doesn’t appear to fully understand.

Repost. Bookmark. Subscribe 1$

$BCHT is a cleantech company focused on specialty activated carbon technologies for mercury emissions capture and water purification.

The biggest news is that $BCHT finalized a settlement and licensing agreement with Berkshire Hathaway Energy and PacifiCorp, two of the largest utility operators in America.

These companies collectively own and operate dozens of coal-fired generating units across the United States.

What makes this important is that Birchtech has previously established approximately a $1 per ton baseline royalty framework in prior licensing settlements.

⚡ Seven years of patent enforcement.

⚡ Roughly $37 million already collected through settlements and licensing agreements since 2020.

⚡ Multiple former defendants converted into recurring customers.

⚡ Stronger recurring revenue model replacing one-time litigation proceeds.

Even more important, this settlement has nothing to do with the separate Delaware litigation.

The Iowa settlement resolves issues with Berkshire Hathaway Energy and PacifiCorp.

The Delaware case remains active and resulted in a final judgment of approximately $78.4 million awarded to Birchtech after a federal jury unanimously found willful infringement. Post-judgment interest continues accruing daily.

That means investors now have:

💰 Existing operating business.

💰 New licensing agreements.

💰 Potential long-term supply contracts.

💰 Continued collection efforts on a separate $78.4 million judgment.

Another major development is the complete resolution of all Inter Partes Review (IPR) proceedings.

The air business itself continues to improve.

Q1 2026 revenue increased 32% year-over-year to $4.2 million.

Gross profit reached $1.4 million.

Net losses narrowed.

The company finished the quarter with approximately $14.7 million in cash and no debt.

But the real hidden catalyst may be the water business.

Most investors still think of Birchtech as a mercury emissions company.

The company recently launched SEA-IX™, a nuclear-grade ion exchange resin platform targeting nuclear facilities, coal utilities, industrial operators and municipal water systems.

The addressable North American market is estimated around $220 million annually.

The company secured roughly $1 million in initial orders almost immediately following launch.

Birchtech is also targeting the rapidly expanding PFAS remediation market.

Highlights include:

💧 SEA-IX™ nuclear-grade ion exchange resins.

💧 PFAS and PFOS water treatment solutions.

💧 Granular activated carbon products.

💧 Utility pilot programs.

💧 Partnership with Civil & Environmental Consultants (CEC).

Management has repeatedly stated that the long-term water opportunity could ultimately be much larger than the current air business.

The strategy is straightforward:

Use the established air business and licensing revenues to fund expansion into the larger water treatment market.

That creates exposure to multiple infrastructure themes:

⚡ Grid reliability.

⚡ Utility modernization.

⚡ Coal emissions compliance.

⚡ Nuclear water treatment.

⚡ PFAS remediation.

⚡ Municipal water infrastructure.

⚡ AI-driven power demand growth.

Another overlooked catalyst is the company’s existing stock repurchase authorization.

Tomorrow, June 4th, CEO Richard MacPherson will present at the Noble Capital Markets Emerging Growth Virtual Equity Conference where investors should gain additional insight into licensing momentum, water segment expansion, and the company’s overall growth strategy.

$BCHT $RAIN $TYGO $SHLS $TE $BE $HYLN $FCEL $ADUR $LODE $AVGO
$MU $AMD $EOSE

[Hunter Allen @HunterAllen4]

@investing_note What on earth did you post bro

[Hunter Allen @HunterAllen4]

@Dboybruh 55k coming bro

[Hunter Allen @HunterAllen4]

@Dboybruh It’s primed if we can hold the line bro

[Hunter Allen @HunterAllen4]

$QMCO

Up another 27% today and we’re in buckle up zone.

If we hold those wicks today in after hours on a market red day.

Gimme 25/30$
Repost. Bookmark. Subscribe 1$

Let’s find more breakouts x fam

[Hunter Allen @HunterAllen4]

$QMCO

Up 17% and close to breaking 1y resistance

I fully believe this can be A re rate to not take lightly.

15x from here 150$ stock

Repost. Bookmark. Subscribe for $1.

✅ Eliminated all debt
✅ Raised $100M in fresh capital
✅ Positive net cash position expected
✅ Preliminary Q4 revenue beat guidance
✅ 97% less power per TB vs HDDs for archival storage
✅ AI infrastructure exposure without AI-chip valuations
✅ Backed by Oaktree Capital, Two Seas Capital, and Dialectic

Every AI model, every inference engine, every autonomous system, every surveillance network, every media workflow, and every enterprise knowledge base generates massive amounts of unstructured data.

That’s where Quantum Corporation comes in.

Quantum isn’t a quantum computing company despite the name.

It is a data storage and data orchestration company focused on one of the fastest-growing segments of the digital economy: unstructured data.

The company estimates it has helped customers manage more than 84 exabytes of data globally.

Key products include:

🚀 Myriad All-Flash Storage
🚀 StorNext
🚀 ActiveScale Object Storage
🚀 CatDV AI Asset Management
🚀 DXi Backup Appliances
🚀 Scalar Tape Libraries
🚀 Quantum-as-a-Service

The AI angle goes much deeper than many investors realize.

Quantum’s Myriad platform supports $NVDA GPUDirect Storage, enabling faster movement of data between storage and GPU environments.

The tape angle is what really stands out.

Most investors hear “tape storage” and think outdated technology.

The reality is almost the opposite.

As AI workloads explode, power consumption has become one of the biggest constraints facing data centers.

Quantum’s Scalar tape systems can consume up to 97% less power per terabyte than traditional HDD storage because tape consumes virtually no energy when data is at rest.

AI data centers are increasingly facing power availability limitations, cooling constraints, and rising operating costs.

Quantum’s Scalar i7 RAPTOR platform offers:

📈 Up to 60PB of native storage per rack
📈 Industry-leading storage density
📈 Up to 70% lower operating costs
📈 Less floor space requirements
📈 Significantly lower cooling demands
📈 Air-gapped cyber resilience advantages

Quantum’s hybrid architecture allows customers to keep frequently accessed data on flash while moving older data into highly efficient object and tape storage environments.

Revenue progression:

Q2 FY26: $62.7M
Q3 FY26: $74.6M
Q4 FY26 Preliminary: ~$77.5M

Tape sales reportedly doubled quarter-over-quarter.

Backlog expanded beyond $20M versus historical levels closer to $8M-$10M.

Adjusted EBITDA turned positive during recent periods.

Gross margins improved toward the 39% range as software and services become a larger component of the business.

The balance sheet transformation may be the biggest development of all.

That overhang has now been dramatically reduced.

Recent transactions included:

💰 $100M equity financing
💰 Conversion of more than $57M of secured convertible debt
💰 Extension of term loan maturities to 2028
💰 Elimination of the company’s debt position
💰 Expected positive net cash position

Just as important is who participated.

The financing was led by Oaktree Capital and Two Seas Capital.

Dialectic Capital voluntarily converted its secured notes into common equity and publicly highlighted the growing role of long-term, energy-efficient storage solutions in the AI era.

The partnership ecosystem is also growing.

Market cap sits around only $150M-$180M.

For comparison:

$WDC generates over $10B annually.

$STX generates over $10B annually.

$NTAP generates billions annually.

$DELL and $HPE operate at enormous scale.

$QMCO is tiny relative to those players.

But for investors searching for lesser-known AI infrastructure names, QMCO may be one of the more interesting picks-and-shovels opportunities in the market.

$IBM $HPE $DELL $MSFT $TSSI $SMCI $NVDA $GOOGL $IONQ $INFQ $QBTS $NOW $CRM $WDC $STX $NTAP $ASAN

[Hunter Allen @HunterAllen4]

$TWAV

[Hunter Allen @HunterAllen4]

🇬🇧 $JFB / Future $XTND

The XTEND story keeps getting bigger.

Following a recent £1.93M UK defense order, XTEND announced the launch of its localized XFAB manufacturing facility in Swindon.

This isn’t simply another office opening.

It’s a strategic move aimed at sovereign defense manufacturing for NATO-aligned customers.

Key highlights:

🏭 Planned investment of up to £20M
🏭 UK-based AI robotics production
🏭 Built using XTEND’s validated U.S. manufacturing model
🏭 Supports future British and NATO defense opportunities
🏭 Positions XTEND closer to end users and procurement programs

What investors should focus on:

XTEND already reports:

🚁 10,000+ systems deployed
🚁 Operations in 30+ countries
🚁 $70M+ contract backlog
🚁 $500M+ anticipated pipeline
🚁 Multiple U.S. DoD programs
🚁 Active contracts across Europe, Israel, Asia-Pacific, and the Middle East

The broader trend is clear.

Governments are increasing spending on:

🤖 AI Robotics
🚁 Autonomous Drones
🛡️ Counter-UAS Systems
⚔️ Modern Battlefield Technology

XTEND is positioning itself directly in the middle of all four.

If the merger closes, $JFB transforms from a construction company into XTEND AI Robotics ($XTND), giving investors exposure to one of the fastest-growing themes in global defense.

Definitely one to watch.

$JFB $XTND $PLTR $DPRO $SBUX $LMT $BBAI $NVDA $OSS $ONDS $DPRO $ZENA $PRZO $OUST $AVGO $MU

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Paid 200$ by @TheFlowShark
Disclaimer 🔗
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[Hunter Allen @HunterAllen4]

$JFB

Stock visuals 👀

🇬🇧 $JFB / Future $XTND

The UK expansion may be one of the most important developments investors are overlooking.

The planned investment could reach £20M and follows the same production model XTEND has deployed in the United States.

Why this matters:

Governments across NATO increasingly want defense technologies manufactured domestically or within trusted allied nations.

Current Share Structure:

📊 ~15.33M shares outstanding

📊 Float estimated around 5.08M shares

📊 Insider ownership approximately 55-56%

📊 Institutional ownership approximately 5.4%

📊 Over half the company remains insider controlled

That means only a small percentage of total shares are actively available for trading, which can create significant volatility when news catalysts hit.

Short Interest:

📈 ~597,000-600,000 shares sold short

📈 Roughly 9-12% of the public float

📈 Days-to-cover approximately 2.3-2.4

📈 Short interest recently increased about 10%

Those numbers aren’t extreme by themselves, but on a float near 5M shares, positive merger or defense news can create outsized price reactions.

Merger Structure:

🔹 XTEND valued at approximately $1.5B

🔹 XTEND shareholders expected to own ~70%

🔹 JFB shareholders expected to own ~30%

🔹 Target closing remains mid-2026

🔹 $152M of committed capital previously disclosed

If completed, JFB becomes XTEND AI Robotics ($XTND), creating a publicly traded defense robotics company with exposure to AI, drones, autonomy, and military modernization.

Warrant & Capital Structure Details:

Many investors focus on warrants as pure dilution.

The other side of the story is the capital they can bring.

📊 Approximately 34M warrants outstanding

📊 Series C Preferred originally raised ~$43.9M

📊 Conversion price around $5.44

📊 Authorized common shares increased to 380M

Yes, dilution risk exists.

However, exercised warrants can also inject substantial cash into the company, helping fund:

🏭 Manufacturing expansion

🚁 Drone production

🌍 International growth

🛡️ Defense contract execution

🤖 Robotics platform development

That’s why investors should monitor both dilution and cash generation together.

Why the UK Expansion Matters:

The UK facility is not just another contract.

It’s infrastructure.

Management appears to be building a multinational defense robotics platform capable of serving allied nations directly from local manufacturing hubs.

The strategy increasingly looks larger than a single drone company.

Potential Long-Term Catalysts:

✅ XTEND merger closing

✅ S-4 effectiveness and final approvals

✅ Additional NATO contracts

✅ New UK defense awards

✅ Expansion of XFAB facilities

✅ Additional sovereign manufacturing partnerships

✅ Increased deployment of XOS autonomous systems

✅ Further military and government adoption

The combination of:

🤖 AI

🚁 Drones

🛡️ Defense

🌍 NATO expansion

🏭 Sovereign manufacturing

📊 ~5M share float

creates one of the more unique small-cap defense setups currently on the market.

$JFB $XTND $RCAT $ONDS $OSS $PLTR $NVDA $FABC $LMT $SBUX

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[Hunter Allen @HunterAllen4]

@Twills08

[Hunter Allen @HunterAllen4]

$NTSK

-20% after hours I said it in post it tanks on earnings FML.

Still love this one long fam

[Hunter Allen @HunterAllen4]

$NTSK

I really like this one pre-earnings today.

Netskope is an enabler/protector of AI adoption.

This is a mini $ZS. DONT MISS THIS -25% YTD DIP

Repost. Bookmark. Subscribe 1$

Up 3% on 2x volume.
Testing 4-month highs.
Cloud-based security SaaS.

I like this one long too. Just a ~$5B market cap.

Keep this in mind though.

Historically, the last two earnings reports resulted in selloffs despite strong operational results.

$130B+ cybersecurity TAM and enterprises are only getting deeper into AI, cloud, and remote infrastructure.

$ASAN $FIG $FATN $NOW $CRWD $ZS $NET $PANW

Netskope (NASDAQ: $NTSK) is a cloud-native cybersecurity company focused on securing users, applications, data, AI models, and enterprise networks through its Netskope One platform.

Think of it as one of the purest plays on the AI security and SASE (Secure Access Service Edge) trend.

The company combines:

• Zero Trust Network Access (ZTNA)
• Secure Web Gateway (SWG)
• Cloud Access Security Broker (CASB)
• Data Loss Prevention (DLP)
• AI Security & Governance
• Secure Enterprise Networking

All through a unified cloud-native architecture.

The company operates through NewEdge, its private global cloud backbone spanning 100+ data centers and 80+ regions worldwide.

Key customers include large enterprises across:

• Financial Services
• Healthcare
• Government
• Retail
• Pharma
• Manufacturing

Over 30 Fortune 100 companies reportedly use Netskope solutions.

Recent Growth Metrics:

• FY26 Revenue: $709M (+32% YoY)
• ARR: $811M (+31% YoY)
• Net Revenue Retention: 116%
• Customers: 4,733 (+21% YoY)
• $100K+ ARR Customers: 1,531 (+24% YoY)
• 86% of ARR comes from large enterprise customers
• 53%+ of customers use 4 or more Netskope products

The company also achieved positive free cash flow for the first time in FY26 at $12.4M.

That’s important.

A lot of high-growth software names are still burning cash aggressively while Netskope is beginning to show operating leverage.

AI Security Opportunity 👇

This is where the story gets interesting.

As enterprises deploy ChatGPT, Claude, Gemini, Copilot, custom LLMs, and agentic AI workflows, security risks increase dramatically.

Netskope recently launched:

• AI Command Center
• AI Gateway
• AI Guardrails
• Agentic Broker
• AgentSkope
• AI Red Teaming tools

These products help enterprises:

• Monitor AI usage
• Prevent data leakage
• Detect prompt injection attacks
• Secure AI agents
• Govern employee AI activity
• Protect proprietary enterprise data

Netskope recently joined Anthropic’s Project Glasswing and gained access to the Mythos model, strengthening its AI-native security offerings.

Management also disclosed the company is approaching 300 patents globally.

More than 30 granted U.S. patents are specifically tied to AI and machine learning technologies including:

• Deep-learning image analysis
• Encrypted file classification
• AI-powered threat detection
• Real-time data protection

This gives Netskope one of the larger intellectual property portfolios in modern cybersecurity.

Upcoming Earnings Today:

Consensus:

• Revenue: ~$198M
• Non-GAAP EPS: ~($0.07)

Investors will be watching:

• ARR growth
• Enterprise customer additions
• Net retention
• AI Security adoption
• Margin expansion
• FY27 guidance

Management currently guides FY27 revenue to:

$870M-$876M

Which implies roughly 23%-26% annual growth.

Valuation:

• Market Cap: ~$5B
• P/S: ~7x
• Trading ~25% below IPO levels
• Shares down roughly 25% YTD

Compared to many cybersecurity peers, valuation has compressed significantly despite continued 30%+ ARR growth.

Analyst Targets:

• TD Cowen — $25
• Oppenheimer — $23
• BTIG — $22
• Mizuho — $20
• JPMorgan — $19
• KeyBanc — $17
• Citizens JMP — $17

For me, the biggest takeaway isn’t whether they beat by a penny.

Flying under the radar.
$DDOG $DOCU $AVGO $SNOW $TTD $CRM $U $MU $S $CRWD $AMD $ANET $TEAM $OKTA

Mini $ZS vibes.

[Hunter Allen @HunterAllen4]

@mdc556 Come on $IREN

[Hunter Allen @HunterAllen4]

@mdc556 Thanks bro!

[Hunter Allen @HunterAllen4]

It’s my sons 12th birthday today. Let’s gooooo x fam.

Waterpark in a bit

Middle name is Hylann

So go buy 12 shares of $HYLN the future of power to celebrate with us.

15x coming. 115$ stock chilling

DONT MISS THIS DIP.

$BE $TE $IMSR $EOSE $AAOI $NNE

More opportunities coming this week just busy today x fam. Thanks for supporting always!

[Hunter Allen @HunterAllen4]

@JManCapital 🔥🔥