$ONDS Shorts will be spewing all types of fud and trash to try and scare and shake everyone out. They want to play the mind game with weak hands. Know what you own!
$SLNH my expectations for tomorrow is not a deal. I want to get a feel of how they are running this company, and what they have to say for the future. It's a small marketcap that could easily 5-10x once the right traction comes in.
We are talking less than 200m marketcap for a company that owns 200+ energized compute.
Keep in mind $NBIS is getting 50M x MW. Sure Soluna might not get high of a figure like the big dog but it will still be pretty impressive and I'm sure this company is not worth less than 1B
$WEN $11 will just be a buyout offer… Even if it’s $10.50-$10.75 , that doesn’t account for the trapped short sellers,, 40% short… It will squeeze to $13-$15 before fading back to the buyout offer…
$ONDS Forget the price action and earnings for a minute, Israel literally just asked the company to design their next-gen attack drone platform.
Here is what the CEO Eric Brock about it, “This strategic award represents an important validation of the defense technology platform we are building at Ondas and our growing ability to serve as a prime contractor for complex, next-generation defense programs.” Where the fuck do you think this company is gonna be at in 5 years?
$ONDS Shorts are covering so they have available shares for $10.30+. That will be where they take their next big stand. Bulls will have to meet supply with demand there! Get ready, kiddies! It’s game time!
$SMCI Forget the hype for a second. Look at the math.
FY26 revenue: $40.0B — +82% YoY
Q4 revenue: $12.7B — +121% YoY
FY27 guidance: $72B+ — ~80% growth
Q1 FY27 guide: $15–16B
That isn’t a company searching for demand. That’s a company trying to execute fast enough to keep up with it.
Here’s the hypothetical bull case: if SMCI delivers anywhere near $72B+ while improving margins, today’s valuation could look ridiculously cheap in hindsight.
At that point, $70–$80 isn’t a fantasy, it becomes a valuation debate.
Wall Street can question execution. It can question margins. But it can’t pretend $40B → $72B+ isn’t massive growth.
The numbers now have to do the talking. 🐂🔥
$NVDA $AMD $CRWV $NBIS
$SMCI - 70 billion guidance and the market cap is only what, 24 billion … thats not all, OBV hit the roof today with 165 mil volume so for starters, lets wait until we hit a 100 billion market cap before making the next assessment … and through all the SMCI turmoil since the past split, I've seen marriages shattered, high school reunions canceled, dogs and cats left their homes, Trump stealing a lot more money than anticipated, many AA meetings missed, but after seeing all that shit, it was worth holding onto to all my SMCI shares … cheers