ale

[Jonathan Neman @JonnyNemo]

At sweetgreen we focus on sourcing the highest quality ingredients from farmers we know and trust and then making almost everything from scratch daily. We do this because it makes the food taste better and makes you feel good...

but as this new study shows, making real food without ultra-processed ingredients has other health benefits like lowering the risk of dementia.

Our new wrap is a great example. Most tortillas on the market are full of processed ingredients you can't pronounce. Ours has only 4 ingredients: Water, Flour, Olive Oil, Salt.

[greenglassfinance @grnglsfinance]

$SG is still undervalued at $1.09B market cap.

CAVA trades at $8B+.

$SG just launched Wraps nationwide — 40g+ protein, real ingredients, no seed oils, under $15. Biggest menu expansion in company history.

281 locations. Infinite Kitchen automation cutting labor costs. A loyal, health-conscious customer base that’s only growing.

$2.5B+ is the rational target. The wrap catalyst is just getting started.

[ale @alestock10]

@Pelicanwayre significant AR collections + $16.9M cash received post-quarter from NeoTensr.
You can call it “fraudulent” all you want, but real products were shipped and real cash was collected. Maybe update the thesis when the actual numbers don’t match the narrative.
$BZAI

[ale @alestock10]

@Pelicanwayre significant AR collections + $16.9M cash received post-quarter from NeoTensr.
You can call it “fraudulent” all you want, but real products were shipped and real cash was collected. Maybe update the thesis when the actual numbers don’t match the narrative.
$BZAI

[ale @alestock10]

@Pelicanwayre @PelicanWayResearch
$BZAI Blaize CEO Dinakar Munagala just confirmed on LinkedIn: shipped > $20M in products to NeoTensr in 2025, with >70% already paid.
Partnership expanded to up to $70M total potential value.
Next shipment of $11M expected in Q2.

[ale @alestock10]

@Pelicanwayre @PelicanWayResearch
$BZAI Blaize CEO Dinakar Munagala just confirmed on LinkedIn: shipped > $20M in products to NeoTensr in 2025, with >70% already paid.
Partnership expanded to up to $70M total potential value.
Next shipment of $11M expected in Q2.

[ale @alestock10]

@Pelicanwayre significant AR collections + $16.9M cash received post-quarter from NeoTensr.
You can call it “fraudulent” all you want, but real products were shipped and real cash was collected. Maybe update the thesis when the actual numbers don’t match the narrative.
$BZAI

[ale @alestock10]

@Shiningboy This cash is likely coming from NeoTensr. So it is probable that NeoTensr is a vehicle created in China for a specific project. It's fairly common in Chinese deals to keep the ultimate buyer or funding source opaque.

[ale @alestock10]

@Shiningboy This cash is likely coming from NeoTensr. So it is probable that NeoTensr is a vehicle created in China for a specific project. It's fairly common in Chinese deals to keep the ultimate buyer or funding source opaque.

[ale @alestock10]

@Shiningboy $BZAI did collect real cash in Q126 from the Q425 sales.
Accounts Receivable dropped from $33M to $16M during the quarter (that’s about $17M collected in cash).
On top of that, during 2Q26 they collected another $17M from Customer D.

[ale @alestock10]

@Shiningboy $BZAI did collect real cash in Q126 from the Q425 sales.
Accounts Receivable dropped from $33M to $16M during the quarter (that’s about $17M collected in cash).
On top of that, during 2Q26 they collected another $17M from Customer D.

[ale @alestock10]

@JonnyNemo 👏👏

[Jonathan Neman @JonnyNemo]

The food industry adds ingredients to cut costs. To extend shelf life. To make things easier to manufacture.

At Sweetgreen, we do the opposite. Our new Olive Oil Tortilla has 4 ingredients. We worked on that thing until it was exactly right. because if we're putting it on the menu, it should be worth it.

And that's how we think about everything we serve. Every green, every grain, every vegetable, every dressing. We obsess over this stuff. Real ingredients, never processed, nothing we can't explain or you can't pronounce. We don't do this because it looks good on a label, we do it because it tastes better and you feel it.

The journey starts way before the kitchen though. It starts in the soil, with farmers we know by name who care about the health of their land the same way we care about what ends up on your plate.

Food that tastes good and makes you feel good isn't complicated. it just takes people who refuse to cut corners.

[Alex @Brazil201]

That new sweetgreen salad is pretty fire

[Arb Terminal @arb_terminal]

$SG full today

How do you feel about the stock at a 600M market cap?

[Hunter Allen @HunterAllen4]

🚨 $BZAI — A Small Cap AI Infrastructure Play Starting To Look VERY Interesting

Everyone remembers when $RKLB was sitting around $4–$5 in 2024…

Beaten down.
Ignored.
Still investing heavily in growth.

Then fundamentals + contracts caught up…

…and the stock eventually went parabolic.

Now I’m seeing similar early-stage characteristics forming with $BZAI 👀

Let’s start with the numbers.

📊 $BZAI Key Stats

• Market Cap: $124M
• Total Assets: $60M
• Revenue: $15M
• Gross Profit: $4M
• Gross Margin: 27%

📈 Growth Metrics

• Revenue Growth (Quarter): +1400%
• Revenue Growth: +655%
• Revenue Growth This Year: +2300%

Those are the kind of growth curves the market starts paying attention to quickly.

🧠 Innovation Spend

• R&D / Revenue: 280%

That level of R&D investment is exactly what you see in early-stage tech disruptors trying to win a massive emerging market.

Just look at how companies like
$NVDA, $PLTR, and $ASTS built dominance — massive innovation spending early before the revenue curves exploded.

💰 Balance Sheet

• Cash: $24M
• Debt: $3M
• Debt/Equity: 2.39

For a $124M market cap company, that’s a manageable balance sheet with runway to scale.

📊 Screener That Flagged $BZAI

• Stock Price: Under $10
• Market Cap: Under $3B
• Price Change 3Y: Under -50%
• Total Assets: Over $50M
• Revenue Growth (Q): Over 50%
• Revenue Growth: Over 50%
• Revenue Growth This Year: Over 50%
• Gross Margin: Over 5%
• R&D / Revenue: Over 5%
• Revenue: Over $10M
• Gross Profit: Over $1M
• Total Cash: Over $10M
• Total Debt: Under $5M

This screener is designed to find beaten-down hyper-growth companies before the market re-rates them.

Which brings us back to $RKLB…

📊 $RKLB Right Before Its Run (Q1 2024)

• Price: ~$4–$5
• Revenue: $92.8M (+69% YoY)
• Gross Profit: ~$24M
• Cash: ~$365M
• Backlog: $1B+
• Heavy R&D investment driving future launches

That’s when sentiment started shifting… and the stock eventually went vertical.

But here’s where $BZAI gets interesting…

Partnership momentum.

🤝 $BZAI Partnerships & Ecosystem

The company has been building partnerships across AI infrastructure, telecom, smart cities, and government tech:

• Collaboration with Nokia on hybrid edge AI + telecom infrastructure solutions across Asia-Pacific

• $120M revenue agreement with Starshine Computing Power Technology Limited to deploy AI infrastructure for smart cities and industrial systems

• Strategic partnership with Technology Control Company supporting Saudi Arabia’s digital transformation initiatives

• Collaboration with VSBLTY Groupe Technologies on AI-driven security and defense solutions

These kinds of partnerships are how AI infrastructure companies start building real adoption.

🌎 And the macro tailwind?

AI infrastructure is the fastest-growing tech sector in the world right now.

Driven by:

• $NVDA — AI chips
• $PLTR — AI software + defense
• $ASTS — next-gen connectivity

Now imagine a $124M small-cap building edge AI hardware inside that same cycle.

That’s the type of setup where asymmetric upside can happen fast.

Not saying $BZAI = the next $RKLB…

But the early ingredients are there:

📈 Explosive revenue growth
🧠 Massive R&D investment
🤝 Strategic partnerships
🤖 Positioned in the AI infrastructure boom
📊 Tiny market cap

@D3GSolutions @MysterTradez

And the market has barely started noticing.

👀 I’m watching $BZAI closely.

Sometimes the most explosive moves start when the fundamentals quietly turn first.

[ale @alestock10]

@themotleyfool $SG