Jude | Growth Investor

Market Analyst & Investor | NFA

[Jude | Growth Investor @JudesMarket]

Tell me it’s luck one more time.

$AAOI +52.8% in 9 days.
$NOW +35.5% in 14 days.
$MSFT +19.8% in 8 days.
$GRRR +7.1% in 1 day.

4 calls in 14 days.

You will find a lot of people on here calling 20 stocks a day, and only shouting about winners.

Real analysis, real research, real conviction.

4/4 🎯

[Jude | Growth Investor @JudesMarket]

We keep riding THE WAVE!

If just 1 person listened to me when I was talking about this stock 3 months ago. That means more to me than any money I’ve made.

I really hope some of you were able to get on this with us.

Well done people. We did it. You can’t ask for more than this.

Onto the next. Hold. Research, look into new stocks, ask me questions, I will update on what I do.

Congratulations everyone, can’t complain about a Sunday night pump.

[Jude | Growth Investor @JudesMarket]

200 followers! 🥳

Thank you all very much for being a part of this community and following along.

We will only continue to grow from here.

I am always researching new stocks to share with you guys, I don’t share 20 a day like some people on here. I share a few each month, that I really believe in.

Thanks for sticking around, we are 200 strong now.

[Jude | Growth Investor @JudesMarket]

@crearden21 I certainly did! Hope you did too! 🤝

[Jude | Growth Investor @JudesMarket]

We are officially part of the 100% club! 🥳

What a time to be alive.

[Jude | Growth Investor @JudesMarket]

$NAUT at $0.88, what a time to be alive.

Soon… 👇

[Jude | Growth Investor @JudesMarket]

$NAUT isn’t slowing down!

We held onto this through tough periods, ups and downs, and a very long flat.

There is nothing I love more than seeing my research and hard work pay off, plus the comments from people that saw me talking about $NAUT months ago.

Congrats all!

[Jude | Growth Investor @JudesMarket]

@EchoAnalysis Thoughts on $SIDU? Back at entry.

[Jude | Growth Investor @JudesMarket]

@Brandoncor7079 Life got real busy, never let go of my $NAUT tho! 😂 I’m back!

[Jude | Growth Investor @JudesMarket]

I told you all about $NAUT 3 months ago, I really hope you listened.

If you did, you’ve made a lot of money.

But don’t get caught up in the short term, this is a long term play. We are in this for the future of this company, not just a Buy Rate spike.

Up or down from here, we hold.

My average is $0.95 and this is my biggest holding, what’s your average?

[Jude | Growth Investor @JudesMarket]

It always makes me laugh how these X accounts (you know who you are) start shouting about a stock after it’s moved 30% in a day.

Congratulations to all of my followers, we’ve spoke about $NAUT since $0.88, we got here months ago.

Don’t be fooled by these fake geniuses.

[Jude | Growth Investor @JudesMarket]

It always makes me laugh how these X accounts (you know who you are) start shouting about a stock after it’s moved 30% in a day.

Congratulations to all of my followers, we’ve spoke about $NAUT since $0.88, we got here months ago.

Don’t be fooled by these fake geniuses.

[Jude | Growth Investor @JudesMarket]

Ladies & gentlemen, you’re welcome.

[Jude | Growth Investor @JudesMarket]

$NAUT at $0.88, what a time to be alive.

Soon… 👇

[Jude | Growth Investor @JudesMarket]

$NAUT at $0.88, what a time to be alive.

Soon… 👇

[Jude | Growth Investor @JudesMarket]

@EchoAnalysis Very well deserved!

[Jude | Growth Investor @JudesMarket]

@EchoAnalysis Will you say when you buy?

[Jude | Growth Investor @JudesMarket]

$NAUT remains my biggest holding.

Congrats followers, we made big bucks today.

I’m holding, be prepared for a drop back to $0.85

[Jude | Growth Investor @JudesMarket]

$NAUT jumping today on fresh coverage, Leerink Partners initiated at Outperform with a $4 price target, implying huge upside from here.

Worth keeping perspective though: this is an analyst opinion, not new company news, and Guggenheim set that same $4 target back in February without it holding.

Good sentiment boost, doesn't change the underlying thesis, still watching execution on the proteoform pivot over the next few quarters, same as before.

[Jude | Growth Investor @JudesMarket]

$NAUT jumping today on fresh coverage, Leerink Partners initiated at Outperform with a $4 price target, implying huge upside from here.

Worth keeping perspective though: this is an analyst opinion, not new company news, and Guggenheim set that same $4 target back in February without it holding.

Good sentiment boost, doesn't change the underlying thesis, still watching execution on the proteoform pivot over the next few quarters, same as before.

[Jude | Growth Investor @JudesMarket]

@ThearjunSharmaa 🎯

[Jude | Growth Investor @JudesMarket]

$LUNR EARNINGS SUMMARY

A real miss on the headline numbers, but the details tell a story, and the stock actually rose on it.

Revenue: $206.2M vs ~$216-224M expected, a miss, though still nearly 4x YoY growth from $50.3M.

EPS: -$0.29 vs -$0.09/-$0.10 expected, a real miss too, net loss widened to $62.8M from $38.2M a year ago.

Here’s why the stock still climbed 2.85% despite two misses: bookings were massive at $920M for the quarter, plus another $300M already added quarter-to-date.

Backlog jumped to $1.76-1.8B, up from just $213M at the end of 2025. Full-year guidance held at $900M-$1B.

They also picked up a sixth NASA CLPS mission and closed acquisitions of Goonhilly Earth Station and COMSAT, expanding their ground communications infrastructure.

This is a name where near-term numbers keep missing (three of the last four quarters now) but the pipeline keeps getting bigger regardless, management’s framing this as evolving into a “next-generation space prime,” and the backlog math is starting to back that claim up even when the quarterly print doesn’t.

Cash position worth watching though, down to $367M from $582.6M at year end, real burn happening alongside the growth.

[Jude | Growth Investor @JudesMarket]

$LUNR reports today, before market open.

Here’s what to watch.

Consensus: -$0.07 to -$0.09 EPS (a real improvement from last year’s -$0.11), revenue expected to surge 330-336% YoY to around $216-219M.

Worth flagging upfront: LUNR has missed estimates in three of its last four quarters, with an average miss of over 70% a genuinely hard name to model, similar to what we saw with $ASTS.

Zacks’ own model doesn’t conclusively predict a beat this time either.

What actually matters more than the number: backlog sits above $1.1B after the Lanteris acquisition and new NASA CLPS awards, with management guiding 60-65% of that converting to revenue this year.

Cash position and burn rate are the other thread to watch, $232M cash at Q1-end against $64.6M in negative free cash flow that quarter.

Wall Street’s still broadly bullish, 8 Strong Buys, average target implying over 140% upside from current levels.

[Jude | Growth Investor @JudesMarket]

These days are yet to come for $NAUT.

[Jude | Growth Investor @JudesMarket]

@TW_trades_ Actually, you say it very often.

[Jude | Growth Investor @JudesMarket]

Day 23 posting $NAUT every day until $50.

Current price: $0.90 🛍️