WeLikeCars

MAGA & 2A & MAHA SUPPORTER #IFBAP

[Daniel @danielisdizzy]

$NBIS market cap: $70B
$CRWV market cap: $68B

Meanwhile:

• Expected end-2026 revenue run rate
$CRWV: $18-19B
$NBIS: $7-9B

• Backlog
$CRWV: $99.4B
$NBIS: ~$45B

• Expected connected power by end of 2026
$CRWV: ~1.7 GW
$NBIS: 800MW-1GW

Both have deep partnerships with $NVDA.

$NVDA owns:
• 11.5% of $CRWV
• 8.3% of $NBIS

1Y return:

$NBIS: +660%
$CRWV: +5%

There is no reason why $NBIS should trade at a higher market cap than $CRWV today.

Buy the laggard.

[Elon Musk @elonmusk]

Problems in Paris

[Lin @Speculator_io]

Trump has been telling you what to buy for months:

• AI: $DELL $MU $SNDK $WDC
• chips: $INTC $AMD $NVDA $TSMC $ARM
• space: $RKLB $PL $ASTS
• crypto: $HOOD $CRCL $PURR
• energy: $BE $GEV $FCEL $TE
• drones: $UMAC $ONDS $AVEX
• nuclear: $XE $CCJ $OKLO $UUUU
• robotics: $OUST $AEVA
• quantum: $IONQ $QBTS $RGTI $INFQ
• batteries: $FLNC $AMPX $KULR
• healthcare: $OSCR $CLOV
• photonics: $AXTI $AAOI $LITE $CRDO
• rare earths: $USAR $CRML $TMC
• manufacturing: $STRL $CDNL
• critical minerals: $TMQ $MP $LAC

Don't overcomplicate it.

Never miss the leading stocks again:
https://t.co/elrxrmAnFt

[WeLikeCars @WeLikeCar]

@CKCapitalxx seems very pump n dump

Because $NASA is an actively managed fund, its managers do not blindly or "automatically" replicate

the portfolio managers use that liquidity to choose exactly which of their existing positions to scale up based on their conviction tiers

[WeLikeCars @WeLikeCar]

@MichaelJayYT every single one has ran up a ton already

[Lin @Speculator_io]

What Makes Nvidia Racks So Expensive

GPU: $TSM $ARM $INTC $KLAC $LRCX $ASML $KEYS $ASX $AMKR $CAMT $PDFS
Memory: $MU $SNDK $WDC
Networking: $COHR $GLW $FN $LITE $APH $CRDO $ALAB $CSCO $AVGO $AAOI $SIVEF
Cooling + Power: $VRT $ETN $FLEX $STM $ADI $MPWR $NVTS $ON
Others: $DELL $JBL $HPE $SMCI

[Futurist | 10x Disruptive Stocks @futurist_lens]

The biggest robotics winners won’t all be humanoid companies.

They’ll be the infrastructure behind them.

Bookmark this.

Vision → $OUST $CGNX
Force / Motion → $VPG $AME
Edge AI → $AMBA $CEVA
Humanoid Semis → $NVDA $AMD
Motion Control → $ROK $PH
Power Semis → $NVTS $MPWR
Platforms → $TSLA

Robotics is the theme.

These are the layers behind it.

Thank yourself in 2030.

[a16z @a16z]

Software now comprises ~35% of distressed loans

More charts: https://t.co/2IoX6EtHav

[Futurist | 10x Disruptive Stocks @futurist_lens]

Here's the pattern nobody talks about:

2010 -> Compute was scarce. Cloud won.
$AMZN $MSFT

2015 -> Phones and data exploded. Platforms won
$META $GOOG

2020+ -> AI compute was the bottleneck. Chip makers won
$NVDA $AMD

Bookmark.

Now, The bottleneck moved to :

• Photonics → $AAOI $AXTI $AEHR $LITE
• Space → $RKLB $ASTS $LUNR $PL
• AI Inference → $AMD $ARM $INTC $RMBS
• Power Semis → $VICR $NVTS $MPWR $ON
• AI Infra → $NBIS $VRT $IREN
• Energy → $CEG $VST $NEE
• Robotics → $VPG $SYM $OUST
• Defense → $ONDS $KTOS $AVEX

This is where capital is flowing next.

Capital flows to necessity.
Find the bottleneck.
Invest in what removes it.

Next Idea on: https://t.co/DGS6tWOxF9

[Lin @Speculator_io]

Uranium and nuclear energy is now a national security issue.

Small Modular & Micro Reactors
$XE X-energy
$GEV GE Vernova
$OKLO Oklo
$SMR NuScale
$NNE NANO Nuclear
$RYCEF Rolls-Royce
$BWXT BWX Technologies

Uranium Enrichers
$LEU Centrus Energy
$ASPI ASP Isotopes

Nuclear Fuel Technology
$LTBR Lightbridge
$XE X-energy

Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$URG Ur-Energy
$EU enCore Energy

Developers
$UUUU Energy Fuels
$NXE NextGen Energy
$DNN Denison Mines
$ISOU Iso Energy

Services and Equipment
$CW Curtiss-Wright
$MIR Mirion Technologies
$FLR Fluor
$BEPC Brookfield Renewables
$GEV GE Vernova
$BWXT BWX Technologies

Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group

Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF
$NUKZ Nuclear Renaissance/ETF

[Futurist | 10x Disruptive Stocks @futurist_lens]

Rare earths are the choke point.

Without them:
No AI
No EVs
No defense
No energy

Bookmark this.

Rare Earth ecosystem:

• Rare Earths → $MP $USAR $IDR
• Uranium → $CCJ $NXE $UEC $DNN $UUUU $LEU
• Lithium → $ALB $SQM $LAC $SGML $RIO
• Copper → $FCX $SCCO $TGB $HBM $ERO
• Graphite → $NVX $NMG $WWR
• Antimony → $UAMY $NVA
• Multi Minerals → $CRML $TMRC $UAMY

Supply is tight. Demand is locked in.

That’s where 10x begins.

[Elon Musk @elonmusk]

That is literally their plan

[Jason Luongo @JasonL_Capital]

$NVDA just told you exactly where to invest your money.

They just poured $4 billion dollars into photonics.

Here are 10 of the most important photonics companies you need to be aware of:

1. $LITE - Lumentum (Lasers)

The laser source that powers photonics interconnects. NVIDIA just invested $2B with a multibillion-dollar purchase commitment for advanced laser components. Building a new 240,000 sq ft InP laser fab in North Carolina. Added to the S&P 500. When NVIDIA writes a $2B check to secure your supply, the market is telling you something.

[Lin @Speculator_io]

Rare earths supply is still the #1 national security priority.

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀
$MP MP Materials
$IDR Idaho Strategic Resources
$USAR USA Rare Earth
$TMQ Trilogy Metals
$REEMF Rare Element Resources

𝗠𝘂𝗹𝘁𝗶-𝗠𝗶𝗻𝗲𝗿𝗮𝗹𝘀
$CRML Critical Metals Corp
$TMC TMC the metals company
$TMRC Texas Mineral Resources
$UAMY United States Antimony
$NB NioCorp Developments
$NUUU Energy Fuels
$AREC American Resources
$PPTA Perpetua Resources
$IPX IperionX

𝗖𝗼𝗽𝗽𝗲𝗿
$SCCO Southern Copper
$lE Ivanhoe Electric
$TMQ Trilogy Metals
$TGB Taseko Mines
$ERO Ero Copper
$HBM Hudbay Minerals
$FCX Freeport-McMoRan

𝗨𝗿𝗮𝗻𝗶𝘂𝗺
$LEU Centrus Energy
$UEC Uranium Energy
$UUUU Energy Fuels
$CCJ Cameco
$URG Ur-Energy
$DNN Denison Mines
$ISOU IsoEnergy.
$AEC Anfield Energy
$NXE NexGen Energy
$UROY Uranium Royalty
$EU enCore Energy

𝗟𝗶𝘁𝗵𝗶𝘂𝗺
$TSLA Tesla
$ALB Albemarle
$LAC Lithium Americas
$SGML Sigma Lithium
$IONR ioneer
$SQM SQM
$RIO Rio Tinto
$ATLX Atlas Lithium
$SLI Standard Lithium
$ABAT American Battery Tech

𝗚𝗿𝗮𝗽𝗵𝗶𝘁𝗲
$NVX NOVONIX
$NMG Nouveau Monde Graphite
$WWR Westwater Resources

𝗔𝗻𝘁𝗶𝗺𝗼𝗻𝘆
$NVA Nova Minerals
$UAMY United States Antimony
$USAS Americas Gold and Silver

𝗕𝗲𝗿𝘆𝗹𝗹𝗶𝘂𝗺
$MIRN Materion

[Tier2PowerGod @Tier2_Power_God]

@RealJGBanks Don't sleep on Satellogic @Satellogic $SATL

[24/7 Markets @CKalaleh77112]

@RealJGBanks $USAR United States Rare Earth Inc. $USAR is the ultimate defense stock; United States leader in critical rare earths used for US defense capabilities $USAR

[Lin @Speculator_io]

The Pentagon is planning to spend $75 billion on drones:

Military Drones
$ONDS Ondas
$AVEX Aevex
$KTOS Kratos
$SWMR Swarmer
$RCAT Red Cat
$AVAV AeroVironment
$AIRO AIRO
$PRZO ParaZero
$DRSHF DroneShield

Commercial Drones
$UMAC Unusual Machines
$DPRO Draganfly
$FLT Volatus Aerospace
$PAOTF Parrot

Drone Sensors
$TDY Teledyne
$HON Honeywell

Drone Software
$PDYN Palladyne
$ZENA ZenaTech

Drone Delivery
$AMZN Amazon

eVTOL
$ACHR Archer
$JOBY Joby
$EH EHang
$EVTL Vertical Aerospace

Industrial Aerospace and Defense
$LMT Lockheed Martin
$NOC Northrop Grumman
$BA Boeing
$RTX Raytheon
$LHX L3Harris
$HO Thales
$LDO Leonardo
$TXT Textron
$EADSY Airbus

Agriculture
$TRMB Trimble
$UAVS AgEagle

[Elon Musk @elonmusk]

That’s a lot of illegal immigrants

[Esther & Michael @SuperLuckeee]

Exactly 2 years ago, ASTS was at $2 and ran to $120+ this year.

It ran 6000%. Its revenue went from $500K to $71M.

Here's 8 stocks that can run 2000%-5000% under $5:

1. SIDU (Sidus Space)
Defense SHIELD contract + AI satellite data service scaling fast in 2026.

2. KULR (KULR Technology)
Battery tech revenue grew 51% YoY; scaling to 50,000 packs monthly by mid-2026.

3. BBAI (BigBear AI)
Defense AI platform pivoting to higher-margin model amid surging U.S. defense AI spending.

4. SOUN (SoundHound AI)
Voice AI embedding into automotive and enterprise; analysts see 112% upside from current levels. (my favorite)

5. LAES (SEALSQ Corp)
Post-quantum security hardware every government and bank must migrate this decade.

6. KITT (Nauticus Robotics)
Subsea robotics + critical minerals with potential UAE and defense contract catalysts ahead.

7. MTEK (Maris-Tech)
Edge computing video processor flying aboard LizzieSat-4 orbital mission later in 2026.

8. CATX (Perspective Therapeutics)
Cancer therapy in late-stage trials; analysts project 458% upside with Strong Buy consensus.

Remember, these have 2000%-5000% potential just like ASTS, my favorite is SOUN is clear financial leader of this group. $29.1M at 151% revenue growth with $246M cash and zero debt isn't even close to the others it's operating at a fundamentally different scale, which is also why it's already broken above $5 a little.

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[Elon Musk @elonmusk]

There are now more anti-White and anti-Asian laws in South Africa than anti-Black laws under Apartheid.

Racism is wrong no matter who it is against.