350 Capital

I need my $1-$2 stocks to hit $3.50, so that I can payoff that gosh darn Lockness Monster!

[350 Capital @captainkingjon]

@Bruce_Power Darlington

[Wall St Engine @wallstengine]

$AMZN announced a multibillion-dollar agreement with $GLW to supply optical fiber, cable, and connectivity solutions for Amazon’s U.S. data center infrastructure.

The deal will create 1,000 advanced manufacturing jobs at Corning’s North Carolina facilities and support hundreds of construction jobs.

Amazon says the agreement strengthens the U.S. fiber optics supply chain as AI data center demand expands.

[Danny Naz @ThePupOfWallSt]

$CBRS: Wall Street Is Starting To Pay Attention

Cerebras Systems woke up to a wave of analyst initiations today, and the message was consistent across the board:

The opportunity in AI inference is bigger than most investors realize.

Key takeaways:

• TD Cowen initiated Buy, PT $275
• UBS initiated Buy, PT $300
• Morgan Stanley initiated Overweight, PT $250
• Mizuho initiated Outperform, PT $300
• Barclays initiated Overweight, PT $280

What's catching everyone's attention?

Cerebras isn't trying to compete head-on in the traditional GPU race.

Instead, they're betting on their Wafer Scale Engine, the world's largest compute chip, designed to deliver faster, lower-latency AI inference for next-generation AI workloads.

Several firms highlighted:

• Strong commercial momentum
• OpenAI and AWS relationships
• Growing demand for inference infrastructure
• A differentiated hardware + software stack
• Massive exposure to the AI spending cycle

The first phase of the AI boom was about training models.

The next phase may be about deploying them at scale.

If that happens, inference becomes one of the most important battlegrounds in AI, and that's exactly where Cerebras is positioning itself.

Wall Street just placed five votes of confidence on that thesis in a single morning.

Now the market gets to decide if they're right.

[Wall St Engine @wallstengine]

UBS Initiates Coverage on $CBRS with Buy Rating, PT $300

Analyst comments: "The Cerebras Wafer-Scale Engine ("WSE") is the world's largest compute chip and offers a performance advantage over GPUs on a subset of fast inference applications that address a premium segment of the inference market. Importantly, CBRS has shown strong commercial momentum, with broad engagement as the only supplier currently shipping to OpenAI under a pre-payment, a growing inference collaboration with Amazon, and a number of additional potential engagements. Our PT is based on what we think is a conservative set of assumptions around the OpenAI rollout, with Amazon adding optionality in out years. Because we see CBRS eventually evolving into more of a hardware supplier, our $300 PT is based on 10x EV/Sales applied to C29 $11B sales, with our multiple driven by key hardware comps like NVDA, AMD, AVGO, MRVL, etc., and discounted back 18 months."

Analyst: Timothy Arcuri

[350 Capital @captainkingjon]

@Gubloinvestor I love it

[350 Capital @captainkingjon]

@Triple_Fkn_P @EvanLuthra Same here

[Gublo @Gubloinvestor]

$MRVL price target 😀

Analysts: $233

Jensen huang: $1000

[Gublo @Gubloinvestor]

@TrendSpider i told subscribers to buy at $990. i know $lly will do well this year

[350 Capital @captainkingjon]

Dip in September for midterms though.
Every time Kamala lead in the 2024 polls, the market tanked.
When the Epstein documents came out in 2025 December, the market dipped.
There will be tons of those moments this fall. It’s the dems last chance.
Plus the dems jumped on this “cancelling the data centres” trend. If they lead, it will hurt the data centres momentum.

[350 Capital @captainkingjon]

@Gubloinvestor Nope, S&P inclusion eventually. Sofi does more revenue than Robinhood

[RetiredLife @RetiredLifeNC]

@Gubloinvestor It’s not as dead as Hood at $8-$6 and not quite as dead as Palantir at $8-$6; not AMD $70s dead or Intel $18 dead; but more like Google dead at $149…😂

[350 Capital @captainkingjon]

$BMNU unfortunately, & 2 yr leaps on $BMNR with it. I’m refusing to admit defeat after this crypto winter is over.
& I hate crypto.
It was also the only thing I saw as a discount.
Buffet said buy something you plan to hold for 5 years.
Cyclically crypto runs for 3 years after a crypto winter dip. & I never bet against Tom Lee.
CNBC tried to retire Tom as an analyst just bc Bitcoin dipped in 2018’s crypto winter.
Boy were they wrong. Don’t be CNBC, be a reverse Cramer.
Did we give up on Tesla when it fell 75% in 2022, to $130 in 2024, or 50% during tariffs?
Or Nvidia when it fell in 2021 after a China ban.
Robinhood uses Ethereum’s platform. The Trumps own Eth. They’ll be tokenizing up to $42 trillion in assets eventually.

[350 Capital @captainkingjon]

@wallstengine Is it bc Morgan Stanley is under writing the ipo?

[Wall St Engine @wallstengine]

Apex Space raised $200M+ at a $2.3B valuation, nearly doubling its prior valuation, per Bloomberg.

The company builds satellite buses used for power, communications, and payload support. Apex plans to expand its Los Angeles manufacturing facility as demand rises from commercial satellite operators and government programs.

Apex is also working with Northrop Grumman on space-based interceptor prototypes for the Golden Dome missile defense program.

[Wall St Engine @wallstengine]

Morgan Stanley reportedly projects SpaceX revenue could reach $3.4 trillion by 2040, with adjusted EBITDA topping $2.7 trillion, per WSJ.

The bank also sees revenue near $160 billion in 2028.

SpaceX posted $18.7B in 2025 revenue and is targeting a $1.77 trillion IPO valuation.

[Wall St Engine @wallstengine]

SpaceX’s revenue projections are wild:

Goldman and Evercore model SpaceX AI revenue rising from $3.2B in 2025 to ~$322B-$331B by 2030.

Evercore sees AI revenue reaching $755B by 2031, with total SpaceX revenue topping $1T that year.

The forecasts rely on SpaceX becoming more of an AI infrastructure and compute company, while connectivity/Starlink also scales to $140B+ by 2030.

Rocket revenue is modeled at only ~$8B in 2030.

[350 Capital @captainkingjon]

@Gubloinvestor Google wants to diversify from Broadcom. I love it

[Wall St Engine @wallstengine]

$NVTS showcased its 800V-to-6V DC-DC power delivery board at NVIDIA’s AI Factory MGX ecosystem event during Computex.

The board uses 16 GaNFast FETs and targets 97.5% peak efficiency, 1 MHz switching, and 2100 W/in³ power density.

Navitas says the design removes the need for a traditional 48V intermediate bus converter inside compute server trays, helping enable smaller and denser AI server power systems.

[Wall St Engine @wallstengine]

Leverage Shares is looking to launch the 2x Long SpaceX Daily ETF under ticker $SPCH before the IPO even starts trading.

Important disclaimer: Read the prospectus carefully. Leveraged ETFs carry significant risks and are designed for short-term trading, not long-term holding.