Billy BagHolder

~Professional VFX artist trying to pay his mortgage off faster~
LONG: $TRT, $RDW

[Billy BagHolder @THEBillyBellend]

@EchoAnalysis Nice write up my man!
Thanks for posting this

[Echo Analysis @EchoAnalysis]

$RDW revenue was up 90% last quarter.

They're now winning new orders 50% faster than they're delivering them.

Fundamentals and technical breakdown 👇

[Billy BagHolder @THEBillyBellend]

@aleabitoreddit $TRT

[Billy BagHolder @THEBillyBellend]

@TorreGiorgio94 Congratulations mate.
Remember.. happy wife, happy life

[Billy BagHolder @THEBillyBellend]

@JonkooTrades

[The Trend Sage @JonkooTrades]

Remember the case file on $TRT's mystery AI GPU customer?

I rated $AMD the prime suspect at ~58%, based on timing and the Penang test footprint.

$AMD just confirmed the exact timing from the stage.

At Advancing AI on July 22-23, Lisa Su said it herself:

"Helios has officially entered mass production. Shipments starting at the end of the third quarter and ramping into 2027. Demand for the MI450 series is running above our expectations."

$MSFT is deploying it at scale on Azure.

Now line that up against $TRT's own order tape:

→ March: qualification-stage order, "shipments over the next two to three quarters"
→ May, June, July: three more follow-ons, ~$14.2M total
→ Helios: mass production now, shipping end of Q3, ramping into 2027

The qualification window and the ramp window line up almost to the month.

If the read is right, the real test is straightforward: $TRT's order tape should keep printing as Helios ramps through Q4.

Not financial advice. DYOR.

[Billy BagHolder @THEBillyBellend]

@TorreGiorgio94 What's the likely outcome here my man?
Hope they don't dilute. Especially at these levels

[Wall Street Memes @wallstmemes]

Leopold heading back to the casino after reloading $400M

[Space Investor @SpaceInvestor_D]

$RDW: FIRST LOOK, SOLID Q2 PRINT 🚀

Revenue crushed consensus by 9.3%. Gross margin rose from 26.6% in Q1 to a record 27.8%.

EBITDA improved hard: -$3.2M versus -$9.2M in Q1, despite $12.5M of R&D.

Demand stayed healthy: 1.42× book-to-bill and record backlog.

Defense Tech carried the quarter. It generated $61.9M of revenue, $14.1M of segment EBITDA and 2.35× book-to-bill.

The balance sheet was bought with dilution (ATMs).

Cash reached $557.7M, but Redwire raised $566.2M from common-stock issuance during H1. Shares outstanding climbed roughly 30% from year-end to 249.2M.

Guidance stays at $450M–$500M.

My read: BULLISH

EBITDA and backlog cleared the bar. The thesis is increasingly Defense Tech-led. Edge Autonomy is paying off.

We ride.

[Billy BagHolder @THEBillyBellend]

@kiantrades

[Prof @TheProfInvestor]

If I was starting fresh- I would print this immediately and back test on charts.

These 6 setups will change your trading & investing game.

Pick 3, and master them.

Thats it.

[Billy BagHolder @THEBillyBellend]

@EchoAnalysis TRT mate. Take a look

[The Trend Sage @JonkooTrades]

Who is $TRT their Mystery AI Customer?

The company won't tell investors - all they'll say is it's for a "next-generation AI GPU platform."

So I treated it like a detective case.

I matched the order timing, qualification language, production roadmaps, manufacturing footprint, and testing supply chain against every realistic candidate.

Most names don't survive the evidence. One does.
Here's the full case.

[Billy BagHolder @THEBillyBellend]

@TorreGiorgio94 Not the true shape matey.
The displacement values have been multiplied a lot so we can see the gravitational effects clearer.

[The Trend Sage @JonkooTrades]

$TRT just announced another $3.8M in AI GPU burn-in board orders.

That makes FOUR orders on the same next-generation AI GPU platform in five months:

→ March: ~$5.3M
→ May: ~$2.5M
→ June: ~$2.6M
→ Today: ~$3.8M

Total: ~$14.2M on ONE platform.

Put that number in context.

TRT's entire fiscal 2025 revenue was ~$36.5M.

So one AI GPU program has now booked roughly 40% of last year's FULL-YEAR revenue. In five months. And it keeps re-ordering.

That re-order pattern is the tell.

A customer places one qualification order to try you out. They place a FOURTH follow-on because the platform is ramping and you are designed in.

This is not a one-off win anymore. It is a production relationship compounding in real time.

And the CEO said the quiet part: they are aligning capacity and workforce across AI GPU, CPU and automotive, with the new 104,000 sqft Penang facility adding the room to serve it.

The capacity story and the order tape are now feeding each other.

Now the kicker.

The stock has been sitting near the bottom of its recent range, under a $100M market cap, while this order tape keeps printing.

And the FY26 10-K lands by late September, where all of this stacks into a published backlog number.

The market got bored at exactly the wrong time.

Not financial advice. DYOR.

[Alexa @alexa__meme]

Bitcoin since US-Iran war started:

[Billy BagHolder @THEBillyBellend]

@JonkooTrades @aleabitoreddit @ParadisLabs @pennycheck @KawzInvests @jukan05 @PhotonCap @damnang2 @cantonmeow @michaelsikand @Kaizen_Investor @ren_stocks @BULLOFBRITAIN @zephyr_z9 How come Hunter Allen isnt at the top of that list 🫣🤔

[Billy BagHolder @THEBillyBellend]

@ShortSeller @nikitabier @elonmusk Twitter is the worst.

[Billy BagHolder @THEBillyBellend]

Back in NBIS.

[Space Investor @SpaceInvestor_D]

Watching stock quotes all day is one of the worst habits an investor can develop.

It feeds your brain a constant stream of dopamine and trains you to crave action.

Train yourself to sit still.