G

“AI & Blockchain Developer | Trading Coding & Building | Web3 & AI Enthusiast | XMR & Solana

[G @RunningInDaCity]

Building Through The Boredom Stay Rooted In The Plan

[Miru @Miru100x]

Markets crashed today. What did I do?

I was at the beach, buying the dip and adding to great companies I believe in.

Then I closed the app, put the portfolio away, and enjoyed the rest of my day.

Investing is a long game. Buy quality, stay patient, and let time do the heavy lifting.

Now back to enjoying my holiday with my girl. ☀️ 🇪🇸

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk's SpaceX signs $920,000,000 per month deal with Google to provide AI computing power.

[Elon Musk @elonmusk]

Yes

[Miru @Miru100x]

Red days aren’t scary they’re buying opportunities for the stocks you actually believe in long-term.

Panic sellers create discounts for prepared investors.

For me, those are the high-conviction names I’ve spent the most time studying and still see massive upside in:
$IREN • $ONDS • $AAOI • $PENG • $NBIS • $IONQ

[Jeremy @Jeremybtc]

BITCOIN IS NOW DOWN OVER 50% FROM IT'S ALL TIME HIGHS

[Elon Musk @elonmusk]

29 more Starlink satellites.

Over 10,000 in orbit now.

[Miru @Miru100x]

I started buying $ONDS because I saw a high-conviction opportunity in one of the fastest-growing sectors today: defense, autonomy, and AI-driven unmanned systems.

With geopolitical tensions rising, defense budgets expanding, and governments investing heavily in drones, counter-UAS, ISR, and critical infrastructure security, Ondas stood out as a company positioned at the center of several powerful long-term trends.

Rather than trying to time the perfect entry, I began averaging in during pullbacks to build a position in what I believe could become a leader in next-generation autonomous systems.

The investment thesis is straightforward: Ondas operates across autonomous drones, counter-drone technology, intelligence and surveillance platforms, and private wireless networks, addressing a market opportunity estimated at well over $100 billion.
The company has also demonstrated impressive execution, turning a compelling story into measurable business momentum.

That momentum has accelerated dramatically. Q1 2026 revenue reached a record $50.1 million, representing more than 1,000% year-over-year growth. Backlog expanded to approximately $457 million, providing significant visibility into future revenue. Management also raised full-year 2026 guidance to at least $390 million, implying roughly 670-700% growth compared to 2025 revenue of around $50 million. New contract wins continue to arrive, including more than $30 million in orders announced during May, along with U.S. Navy and high-altitude platform-related awards.

Strategic acquisitions have further strengthened the story. The additions of Omnisys, World View, Mistral, and 4M Defense significantly expand Ondas’ capabilities across software, ISR, autonomy, and defense technologies. Omnisys brings battle-tested AI battlefield software with attractive margin potential. World View adds stratospheric balloon technology for persistent ISR missions. Together, these acquisitions broaden the company’s reach across multiple defense and security markets while creating opportunities for future cross-selling and integration.

Looking out five years, the upside could be substantial if management successfully executes. Converting backlog, integrating acquisitions effectively, and sustaining 30-50%+ annual growth could make a path toward $1 billion or more in annual revenue by 2030-2031 achievable.

As the software portion of the business grows, margins could expand meaningfully, creating a pathway toward positive EBITDA and earnings. Current analyst sentiment remains constructive, with a Strong Buy consensus and price targets generally ranging from $19 to $23+, representing significant upside from recent trading levels around $11-$13. More aggressive bull cases envision multi-bagger returns if Ondas establishes itself as a dominant player in autonomy and defense technology.

Several macro tailwinds support the thesis. Global defense spending continues to rise, commercial drone adoption is expanding, regulatory developments are gradually opening new markets, and the company has access to capital that can support additional acquisitions and scaling efforts.

Of course, the opportunity comes with meaningful risks. Share dilution remains possible as the company pursues acquisitions and growth initiatives. Integration challenges could emerge as the business absorbs multiple acquisitions.

Competition intense, profitability is still developing, and the stock remains highly volatile. This is a high-beta growth investment, so position sizing and risk management matter.

Bottom line: For investors with a higher risk tolerance who are bullish on the long-term growth of AI, autonomy, and defense technology, I believe $ONDS has the potential to be a multi-year winner. Dollar-cost averaging has allowed me to stay disciplined through volatility while maintaining exposure to what I see as a long-term opportunity.

Not financial advice.

[Ash Crypto @AshCrypto]

BREAKING: Michael Saylor's Strategy unrealized loss on BTC holdings has hit $10.98 BILLION, its HIGHEST ever.

Strategy started buying BTC at $12K, and now the price is at $62K, but still the company is down 17% on its Bitcoin position.

[Crypto Rover @cryptorover]

CRAZY: 🩸 THIS $BTC CRASH JUST LIQUIDATED MORE TRADERS THAN 10/10.

Last week's red candle on aggregated liquidations is bigger than October 10th.

When the worst event in crypto history becomes the SECOND worst in 8 months.

Something is breaking.

[Miru @Miru100x]

Down 4.7% in the last 24h but I just Bought more $AAOI $INTC $NBIS
And Some $ONDS
This isn’t some short-term gamble chasing quick flips.

This portfolio is built for the long term through the dips, volatility, and noise.

Loading up while others panic

[Keith D @inneroperator]

The third largest bank in the world just revealed that Chainlink’s CCIP is the future of finance. But what does that really mean?

[Miru @Miru100x]

If you’ve been holding $INTC through the quieter stretches like myself but still find yourself in the green, there’s a certain satisfaction in watching the pieces come together

The stock has climbed dramatically this year from the deep lows, reflecting a turnaround that’s been quietly building momentum. Not hype — just steady progress making itself felt. My kind of setup.

The foundation isn’t random.
Recent quarters have shown meaningful strength in Data Center and AI, now forming a substantial part of the business. Foundry interest is gaining real traction with strategic partners and advanced packaging opportunities, supported by CHIPS Act backing and the push for stronger U.S. chip manufacturing. It’s all layering in thoughtfully.

New leadership has brought a focused emphasis on execution, 18A process advancements, and ensuring CPUs remain vital in the evolving AI landscape. It feels centered, less about frantic catch-up and more about rediscovering balance.

I noted this potential last year when sentiment was far more skeptical — seeing it age well now brings that quiet sense of conviction.

Today’s movement up adds to that positive rhythm, with shares moving higher in early trading as the market responds to ongoing AI tailwinds and signs of continued execution.

Looking ahead, the path for growth feels grounded in several meaningful developments. The 18A node is ramping effectively, with Panther Lake already in production and shipping — delivering strong AI PC capabilities and setting the stage for improved margins and volumes through the second half of this year and into 2027.

Foundry external engagements are deepening, AI inference workloads are aligning well with Intel’s strengths, and broader AI PC adoption plus data center recovery provide solid tailwinds. In this AI and geopolitics-shaped environment, America’s semiconductor champion carries real strategic depth.

From earlier depressed levels, there remains room for margin expansion and earnings power as milestones are met with care.

This is one that rewards steady conviction and a multi-year view over short-term noise.

Of course, I keep perspective — the competitive landscape is intense, capital requirements are significant, and clean execution will be key. cycles can always bring tests. No guarantees, simply one path that resonates.Not advice just sharing my observations DYOR.

[Crypto Rover @cryptorover]

WARNING TO $BTC BULLS 🩸

There's a massive liquidity cluster sitting around
$55,000-$65,000.

The market will eventually go take it out.

[Miru @Miru100x]

The quantum computing space is seeing explosive momentum this month, with several key names delivering outsized gains.

• $INFQ (Infleqtion): +55.92% → $19.35

• $IONQ: +55.91% → $72.03

• $QBTS (D-Wave Quantum): +51.83% → $31.11

We’re witnessing strong bullish price action, heavy volume, and clear breakouts on the 1-month chart.

Quantum tech continues to attract serious institutional interest as commercialization timelines accelerate.

[Jeremy @Jeremybtc]

Blackrock just deposited 4,500 $BTC worth $312.49 MILLION and 17,511 $ETH worth $34.57 MILLION into Coinbase

This is the second day in a row they've moved a huge portion of funds to an exchange

More selling incoming

[🇬🇧 Tom - Investor £130k @2147mill]

Holy shit they’re short $SIVE 🤣

[Whale Insider @WhaleInsider]

JUST IN: $BTC falls below $69,000.

[G @RunningInDaCity]

@Miru100x Ready for it ☝🏽

[Miru @Miru100x]

Jensen Huang may have just highlighted one of the most important AI infrastructure companies that many investors still overlook: $MRVL.

At Computex 2026, $Nvidia CEO shared the stage with Marvell CEO Matt Murphy and praised Marvell’s growing role in powering the AI era.

Why does that matter?

Because AI isn’t only about GPUs anymore.

As AI clusters scale to hundreds of thousands of accelerators, the biggest challenge becomes moving data quickly, efficiently, and reliably between them.

That’s where $Marvell comes in.

The company sits at the heart of AI infrastructure through:

• High-speed Ethernet networking

• Optical interconnects and silicon photonics

• Custom AI ASICs for hyperscalers

• Advanced DSP technology powering next-generation connectivity

GPUs may be the engines of AI, but networking is increasingly the highway system. The faster AI expands, the more valuable that highway becomes.

The numbers are starting to reflect it:

• Data center now represents roughly 76% of revenue

• AI custom silicon has already reached a $1.5B+ annual run rate

• Management is targeting more than $10B in custom AI revenue by FY2029

• Strong exposure to 800G and 1.6T networking upgrades

The bull case is straightforward:

If AI infrastructure spending remains elevated for years and Marvell continues winning custom silicon and networking share, revenue could potentially more than double over the next five years.

That would place Marvell among the biggest beneficiaries of the AI infrastructure buildout alongside Nvidia and other leading semiconductor players.

The risks are equally real:

• Rich valuation

• Dependence on a small number of hyperscale customers

• Execution risk on new product ramps

• Intense competition from networking and custom silicon rivals

Still, the investment story is evolving from “AI chip company” to “critical AI infrastructure provider.”

That distinction could matter a lot over the next decade.

The AI gold rush needs shovels.

Marvell is helping build the roads.

As for me, I’m not chasing a 20%+ spike. If the stock pulls back and the fundamentals remain intact,

I’ll be looking to gradually DCA into a position. I’ll likely cap it at around 5% of my portfolio, keeping risk management front and center.

Great companies aren’t always great buys at every price. Patience often creates the best opportunities.

[Jeremy @Jeremybtc]

$LAB is now sitting above $20 with a ~$6.3B market cap

A random useless token where insiders hold 95% of the supply casually running to billions

Then we wonder why people think crypto is a scam