$ONDS Now making a bullish crossover on the 4H HMA, the more it holds $8 the most chances we have for more upside from here.
Currently up +14% on my shares and +$33,400 already. Stock looking already much better than a few days ago and can go even further once we see RSI rising above 50>
$TE wants to rebuild more of the U.S. clean energy supply chain onshore by starting with solar module manufacturing and expanding into battery storage through the $32M KORE Power acquisition.
T1 Energy is trying to position itself as a U.S.-based energy infrastructure supplier across both solar and storage.
Scott Bessent spent 20 years at Soros betting against governments that destroyed their own economies.
Now he IS the US government's economic policy.
56-min and you'll understand every major macro decision coming out of Washington in 2026
bookmark - the most interesting Treasury Secretary interview in a decade
Nuclear is one of the ONLY sectors in the world right NOW that can 30X your money.
And it's still so EARLY. If you WANT to be rich, buy nuclear every single chance you can get.
Here are the top nuclear stocks to buy this week:
1. NuScale Power $SMR
2. Oklo $OKLO
3. ASP Isotopes $ASPI
4. Terrestrial Energy $IMSR
5. GE Vernova $GEV
6. Vistra Corp. $VST
7. Cameco Corporation $CCJ
8. Nano Nuclear Energy $NNE
9. X-Energy $XE
10. BWX Technologies $BWXT
11. Lightbridge $LTBR
12. Centrus Energy $LEU
ETFs include $NUKZ, $URA, $NLR, and $XLU
All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.
4 STOCKS BUILDING THE FUTURE OF SPACE CONNECTIVITY
The SpaceX IPO in two weeks will force the market to focus on the real monetization layer of space which is connectivity where $ASTS, $AMZN, $SPCX & $IRDM generate actual recurring revenue from orbit:
1. AST SpaceMobile (D2D pure-play)
• Cleanest pure-play in space-based cellular broadband with MNO partnerships covering 3 billion subscribers including AT&T, Verizon, Vodafone & Rakuten plus large-aperture phased array technology that connects directly to standard smartphones.
2. Amazon (integrated satellite stack)
• Building one of the deepest satellite communications stacks through Amazon Leo with active constellation deployment, ~$12B $GSAT acquisition, $AAPL iPhone & Apple Watch Emergency SOS partnership transferred to Amazon Leo plus $20B+ of capex committed through 2027.
3. SpaceX (Starlink plus launch ownership)
• Vertically integrated broadband leader through Starlink with largest satellite constellation in history covering ~65% of all operational satellites in space, 10M+ subscribers, $11.4B in 2025 revenue (+50% YoY) plus full ownership of launch stack through Falcon 9 reusability.
4. Iridium (global LEO incumbent)
• Operates only truly global LEO satellite network covering the entire planet with 66 satellites & ~$918M in cumulative EMSS contracts with U.S. Space Force plus proprietary PNT services that serve as the most resilient alternative to GPS.
MY 3 FAVORITE STOCK OPPORTUNITIES RIGHT NOW
1. $MELI | MercadoLibre
MercadoLibre is the cleanest example of a stock that looks broken because the market wanted near-term EBIT while the business is clearly on fire underneath. Revenue grew 49% YoY to $8.8B, commerce grew 47%, fintech grew 51%, GMV grew 42% and Brazil items sold accelerated 56% yet the stock sold off because margins compressed as management chose to reinvest into free shipping, logistics, credit cards, 1P commerce and marketing instead of managing the quarter for the market.
I think the market is trying to paint MercadoLibre as this mature retailer trying to squeeze out another 50 bps of margin but really it's still building the $AMZN + $PYPL + $XYZ logistics layer for LatAm in a region where e-commerce, digital payments, credit, ads and primary banking adoption are still years behind the U.S.
2. $SOFI | SoFi
SoFi is a stock that looks broken because the market wanted the usual beat-and-raise while the business still delivered numbers that most fintechs would kill for. Revenue grew 41% YoY to $1.1B, EBITDA grew 62%, members grew 35% to 14.7M and loan originations grew 68% to $12.2B but the stock sold off because management only reiterated guidance, rate cut expectations have disappeared and the Tech Platform (Galileo) segment remains weak from the Chime offboarding.
My thesis is that SoFi is still building the all-in-one digital finance platform for the next generation. The core flywheel is intact because members are growing, deposits are scaling, lending demand remains strong and ~45% of new products are coming from existing members.
3. $META | Meta Platforms
Meta is a stock the market keeps treating like an AI capex problem while the actual business is becoming one of the clearest AI monetization engines in the world. Revenue grew 33% YoY to $56B, ad impressions grew 19%, ad pricing grew 12% and Q2 guidance came in stronger than expected but the stock sold off because Meta raised capex guidance by $10B and market immediately went back to the fear that Zuckerberg is overspending before the payoff shows up.
I think the payoff is already showing up since AI is improving Reels ranking, video engagement, ad targeting, conversion quality, business messaging and creative performance across Facebook, Instagram, WhatsApp and Reels. Meta is using AI to make the highest-margin advertising machine on the internet more relevant, more efficient and more valuable.
The common thread across all three is that the market is punishing near-term discomfort while the underlying businesses are getting stronger which is the exact kind of mismatch I like buying.
Back to back bangers Monday to Thursday
This Earnings Season has been a walk in the park compared to the previous one
Market appears to be allowing everything right now to get this as far as possible towards the mid terms
(Typically 1 month before the midterms the weakness comes)
We have already experienced a parabolic move since the 30th of March low but it could be euphoric next