al

Be yourself and other's will follow

[Shay Boloor @StockSavvyShay]

Anduril is turning into the $SPCX of defense by investing $3.7B in Arsenal 2 to expand submarine production by ~15%.

Its quickly becoming a full defense prime built for a world where whoever can produce autonomous systems fastest wins.

[Michael Sikand @michaelsikand]

Rebalanced my flagship fund today on @joinautopilot that's up 146% since Februrary.

The most controversial add has to be $APP at $280/share.

61% growth LTM and is trading at just 15x fwd earnings.

I'm hearing more marketers mention $APP as a place they want to spend lately.

[Joe Tippens Protocol @JoeTippens_]

HYDROGEN PEROXIDE: REMOVES TOXINS & GERMS AND KILLS CANCER AND TUMOR TISSUE TOO!

Hydrogen peroxide (H202) kills germs, viruses (not exist) and cancer cells just by rubbing it into your body

Normal cells love oxygen, but cancer cells do not, they like glucose (sugar).

Skunk Wash Formula
1 Quart 3% Hydrogen Peroxide
½ Cup Baking Soda (Sodium Bicarbonate)
1 teaspoon liquid soap..?

NITE BREED

My next post will still be even more important.

Turn on notifications.

If you still aren't following me, you'll realize later that it was a mistake.
Follow @JoeTippens_

[Shay Boloor @StockSavvyShay]

$VST up nearly 10% is the reaction I was looking for after the DoE announced up to $4.2B in financing to upgrade its nuclear plants in Pennsylvania and Ohio.

The plan preserves nearly 4 GW of existing generation while adding another 433 MW of capacity.

[Shay Boloor @StockSavvyShay]

$UBER is acquiring ezCater for $2.3B in cash adding 140,000 restaurant partners and more than $2.5B in annual gross bookings.

Uber moving deeper into enterprise food spend where $400+ average orders and high teens growth give Eats a more profitable demand pool.

[Shay Boloor @StockSavvyShay]

Here’s the full list behind $ONDS M&A spree over past few years.

Really interesting seeing how quickly it accelerated with Ondas spending ~$2B across 10 acquisitions in just eight months of 2026.

[Trade Whisperer @TradexWhisperer]

$MU This should NOT be possible.

Micron is about to make more profit than $AMZN $META $AMD & $TSLA combined.

Combined market cap? $7 Trillion.
Micron? $1.2T.

82% cheaper in valuation but more operating profit.

SCAs now extend into 2031. $DRAM supply gets even tighter in 2028.

[Michael Sikand @michaelsikand]

After $MU earnings, it's clear the market believes the cycle won't peak in 2027 but is too fearful of the macro to award memory the multiple to match.

The stock is roughly flat after hours even after management said the pace of price hikes has peaked.

While management says prices for memory will keep rising, they will do so at a "more moderate rate". Revenue and margins are still estimated to rise every quarter of 2027.

Memory stocks have always traded on rate of change, so it looks like the reaction reads as acceptance of a new framing around the industry.

That new framing? It's built on visibility we have never seen before in the sector.

Customers have signed $150B in long term contracts with price floors, and these deals are expected to make up over 35% of Micron's revenue through 2030. At those floor prices, Micron expects margins above any peak memory cycle before it.

That's absolutley insane so let me repeat. 1/3 of Micron's revenue through 2030 is visible to us as investors at huge margins. It is extremely rare to have this level of long-term visibility into a business, especially one built on booms and busts.

While this is extremely bullish, the stock isn't moving because the entire AI trade is interconnected and investors are struggling to assess long term viability.

This visibility depends on the buyers of the memory being able to meet their commitments. Currently the macro picture is very bleak. Surging yields and rate hikes could make it harder for AI companies to keep buying memory, more and more of which is being paid for with debt. The Fed just hiked in September and the 10 year Treasury yield is hitting its highest level in 20+ years.

Overall, if the memory trade is to make its next leg up towards a more structural multiple, the macro picture must improve primarily with de-escalation in Iran.

[Shay Boloor @StockSavvyShay]

My initial read on why $MU isn't more green is that Q4 was still heavily price driven with DRAM revenue up 27% while bits only grew mid single digits and NAND up 42% with ~30% pricing so the market is still treating these earnings like a peak that fades once supply catches up.

What changed this quarter is management gave us a lot more visibility into why that may not happen anytime soon with 75%+ of next year’s output already committed, SCAs stretching into 2031, margins rising after Q1 and meaningful new cleanroom capacity still not arriving until late 2028.

If Micron can sustain something around $200 of forward EPS and market eventually decide that setup deserves even 10x instead of 6x then you're suddenly looking at $2,000 stock without needing an aggressive multiple.

[StockWhale @thestockwhale]

The markets are red. That means it's time to buy and make another million together.

Here's exactly what to expect moving forward with the Magnificent 7 stocks:

1. $NVDA (Nvidia)
2. $TSLA (Tesla)
3. $GOOGL (Google)
4. $AAPL (Apple)
5. $META (Meta Platforms)
6. $AMZN (Amazon)
7. $MSFT (Microsoft)

All my buy and sell signals in Discord @ https://t.co/GaBnArA2UG.

[JacobsReGENEration(Jacobslink) @Jacobslink777]

Baking Soda Fasting 😎

Baking soda…salt and fasting..=bliss .

Salt every offering -Levi 2:13
Have goats milk -Proverbs 27:27

Herbs will heal you -Revelation 22:2
Start doing the 1/16th teaspoon of cayenne …1/2 a key lime ..some salt and coconut or olive oil in shot glass daily

Go to the pinned tweet for the Health Bible and salt /goats milk and everything needed to heal

[Shay Boloor @StockSavvyShay]

$ONDS launched Dronebuster REACH to stop drones at longer ranges with first system under contract with the U.S. Office of Naval Research.

It moves Ondas closer to a full detect to defeat system that can find, track and stop drones.

[amit @amitisinvesting]

THE US GOVERNMENT LAUNCHES AMERICA DOT GOV, A CUSTOM LARGE LANGUAGE MODEL BUILT TO ANSWER QUESTIONS FOR 40M DAILY USERS ACROSS 29,000 GOVERNMENT WEBSITES.

Yes, it's a chatbot, but to be honest...if the entire world is now engaging with LLMs, it was time for the US gov to transform how citizens access information.

It was also announced that the website will go beyond information and help you take action starting next year, exciting to see some new usecases for this technology in the public sector.

[Brad Freeman @StockMarketNerd]

$MU:

Not suddenly a structural darling with smooth growth from here on out.

Still a deeply cyclical company flawlessly taking advantage of their biggest cycle ever.

And still looks like there’s runway for some more memory bull fun.

[Shay Boloor @StockSavvyShay]

$IRDM STOCKHOLDERS APPROVE $RKLB ACQUISITION

[Michael Sikand @michaelsikand]

$ALAB vs. $CRDO

Which is your favorite copper pick?

[Michael Sikand @michaelsikand]

The next iPhone moment is coming.

The amount of new AI wearables we're about to see in the next year will be WILD and all will be $QCOM powered.

At $QCOM Snapdragon Summit, a Google exec just teased upcoming AI glasses running Snapdragon AR1.

[JEFE TRADES 🔪 @JEFETRADES]

BULLS ARE TAKING CONTROL?!⚠️

$QQQ Breaking into ATH here and looks just like $SPY from a month or 2 back... Semis like $MU are carrying this name back up as well.

Tech and Semis are ROARING, Massive Opportunities 👇

[The White House @WhiteHouse]

Buy in from ALL 50 states and saving BILLIONS for Medicaid! 🇺🇸

[🧬Maxpein🧬 @maximumpain333]

And people still think this is a conspiracy theory. 🤦🏾‍♀️