Plays well with stocks

Not financial advice! Always do DD. Trading is a psychological game - don't lose against yourself. TOB 🔥
#daytrading #scalping #momentum #SmallCaps #PreMarket

[Plays well with stocks @PlaysWithStocks]

@LF94Trades weird

[Plays well with stocks @PlaysWithStocks]

@LF94Trades @LastManTrading agree with @LF94Trades, NASDAQ corporate actions shows as tomorrow. I don't see a CERT either yet.

[Plays well with stocks @PlaysWithStocks]

@LF94Trades @LastManTrading Odd that Webull doesn't show any orders. Marketwatch says volume of 51.

[Plays well with stocks @PlaysWithStocks]

@LF94Trades NASDAQ updated the effective date to June 10

[Plays well with stocks @PlaysWithStocks]

$WHK (NYSE) priced, IPO today
7.7mln shares at $26 (upsized)
underwriters: Raymond James/Stifel/J.P. Morgan/Capital One Securities/Stephens

WhiteHawk Minerals Corp. is a natural gas mineral and royalty firm with $67.60M in TTM revenue and $615.3% revenue growth YoY.
#ipo

[Plays well with stocks @PlaysWithStocks]

$INHD T12 halt at 17:18 yesterday

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r/s today
$OPAD 1:10, FF 3.7mln

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$NOTV delisting June 10
(chapter 11)

[Plays well with stocks @PlaysWithStocks]

r/s today
$CDLX 1:10, FF 4.88mln
$FEMY 1:20, FF 2.93mln
$HUBC 1:20, FF 3.33mln
$KIDZ 1:10, FF 1.08mln

[Plays well with stocks @PlaysWithStocks]

@Beppels1 Deine besten Calls kommen immer aus Spanien! Habt mega Spaß 🍹😎🙌

[NoiseToAlpha @noisetoalpha]

$SPCX $SPACEX $TSLA $NVDA $GOOGL $MSFT $AMZN $ORCL

Morgan Stanley’s SpaceX projections are almost impossible to ignore.

Reported forecast:

2028 revenue: ~$160B
2030 revenue: ~$330B
2040 revenue: $3.4T

2040 adjusted EBITDA:

$2.7T+

That is not an aerospace model.

That is a platform monopoly model.

For context, SpaceX reportedly generated $18.7B of revenue in 2025 and posted a $4.9B loss.

So the IPO pitch is asking investors to value the company on what it could become, not what it is today.

The biggest swing factor is AI.

Morgan Stanley reportedly sees SpaceX AI revenue reaching ~$190B by 2030.

Goldman reportedly sees that number closer to $322B.

That is why the valuation math is so aggressive.

SpaceX becomes the most vertically integrated infrastructure company in the world.

Launch + satellites + connectivity + compute + AI inside one platform.

[Plays well with stocks @PlaysWithStocks]

$WHK (NYSE)
IPO got postponed to a later date (not determined yet), in case anyone was wondering

[Plays well with stocks @PlaysWithStocks]

r/s today
$CETX 1:10, FF 1.11mln
$SMSI 1:5, FF 3.77mln

[Plays well with stocks @PlaysWithStocks]

$INIO priced, IPO today
90mln shares at $27 (upsized)
INNIO N.V. is a gas engine manufacturer with $2.81B in TTM revenue and 22.1% revenue growth YoY.

$SSMR priced, IPO today
20mln shares at $13.5
Sunshine Silver Mining & Refining Company is a development-stage mining company with $460,603 in TTM revenue and 421.8% revenue growth YoY.

$LFTO priced IPO today
19mln shares at $23
Liftoff Mobile, Inc. is a mobile app marketing provider with $633.77M in TTM revenue and 9.6% revenue growth YoY.
#ipo

[Plays well with stocks @PlaysWithStocks]

$QNT priced, IPO today
28mln shares at $60 (upsized)

Quantinuum Inc. develops quantum computers, quantum software, cybersecurity solutions, and advanced quantum applications.

• 5% of shares reserved through a directed share program
• U.S. government committed up to $100M investment, contingent on post-IPO milestones
• Honeywell to retain ~55% ownership after investing over $2B

$17.08M in TTM revenue and 34.6% revenue growth YoY.

[Plays well with stocks @PlaysWithStocks]

r/s today
$ICCM 1:30, FF 1.67mln
$WXM 1:10, FF 330k

[InvestmentGuru @InvestmentGuru_]

10 stocks to hold in this market.

$NOK

Nokia just booked €1B+ in AI orders in a single quarter.

⟶ Optical networking demand exploding
⟶ Nvidia invested $1B into them
⟶ AI & Cloud segment up 49% in Q1
⟶ Network Infrastructure guidance raised to 12–14% growth

140% YTD and analysts are still raising targets. The legacy telecom is now an AI infrastructure play.

$BB

BlackBerry just hit FedRAMP Class D — the U.S. government’s highest cloud security standard.

⟶ Secure comms for defense & federal
⟶ IoT software revenues building quietly
⟶ Stock up 100%+ off April lows
⟶ Chart momentum accelerating

Everyone wrote BB off. The turnaround didn’t care.

$TE

T1 Energy — domestic solar manufacturer — and smart money is loading up.

⟶ Renaissance Technologies +232%
⟶ Two Sigma +220%
⟶ BlackRock +42%
⟶ 45X manufacturing tax credits = structural tailwind
⟶ 100% of analysts: Strong Buy

Reshoring + energy demand = underrated setup.

$CIFR

Cipher Mining is dead. Cipher Digital is alive.

⟶ Renamed Feb 2026 — now a hyperscale AI data center operator
⟶ Raised $2B in secured notes to fund the buildout
⟶ Hyperscaler tenant contracts in pipeline
⟶ Morgan Stanley PT: $42.50

Bitcoin treasury + AI infrastructure. Best of both cycles.

$SMR

NuScale is sitting on $890M cash, zero long-term debt, and two binary catalysts ahead.

⟶ TVA 6 GW SMR deployment in progress
⟶ Romania RoPower go/no-go decision: mid-2026
⟶ Northland: Outperform
⟶ AI data centers need baseload nuclear

One contract announcement re-rates this overnight.

$QS

QuantumScape just went from lab to pilot line.

⟶ Eagle Line production facility now live
⟶ First-ever ecosystem partner billings in Q1
⟶ VW committed up to $131M in milestones
⟶ Expanding beyond EVs → robotics, defense, aviation

2026 is the proving year. Pre-revenue but post-lab.

$SIVEF

Sivers Semiconductors hit an all-time high this week.

⟶ 77% pipeline expansion YoY
⟶ Major LiDAR customer ramp: Q4 2026
⟶ Products spanning AI photonics, SATCOM, defense 5G
⟶ Northland: 2026 Top Pick in Photonics & Lasers

The Q1 revenue dip was defense budget delays — not demand. The ramp is coming.

$JOBY

Joby just flew the first-ever eVTOL point-to-point flights in New York City.

⟶ JFK → Manhattan heliport. Done.
⟶ First passengers expected in Dubai: 2026
⟶ White House eIPP program: 11 states approved
⟶ $2.5B cash on hand

The wait is almost over. Commercial operations are happening this year.

$SERV

Serve Robotics grew revenue 7x year-over-year.

⟶ $440K → $2.98M in 12 months
⟶ Nvidia-backed, Uber Eats-partnered
⟶ Level 4 autonomous delivery scaling across U.S. cities
⟶ Physical AI is no longer a concept — it’s on your street

Waymo for food delivery. Early innings.

$LWLG

Marvell just acquired Polariton Technologies — and LWLG’s polymers are inside the technology.

⟶ Perkinamine EO polymers = key material in plasmonic modulators
⟶ Marvell listed Plasmonics as critical at COMPUTEX 2026
⟶ SilTerra PDK rollout enabling commercial customer designs
⟶ The bridge from lab to fab is being built right now

If CPO is the theme — LWLG is the ingredient.

Not financial advice.

[Plays well with stocks @PlaysWithStocks]

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@brianburrows780 $RNAZ paid promo today

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r/s today
$PW 1:10, FF 310k
$SILO 1:15, FF 1.07mln