user @filip_kern - Twitter Profile

user @filip_kern

6 months ago

@YodaStockInvest Eose

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filip_kern retweeted

KaizenInvestor

@Kaizen_Investor

6 months ago

Some key catalysts I'm looking forward to in 2026-2027. Q2 2026 - $POET: high-volume light source scaling. POET unveiled its next-generation Starlight and Blazar hybrid external light sources at the March 2026 OFC conference, heavily pushing forward their high-volume scaling for the AI connectivity market. - $IREN: Sweetwater 1 1.4GW facility energization. IREN is finalizing site works for the Sweetwater 1 bulk substation, with energization on track for April 2026 (Q2). - $KRKNF: Covelya Group $615M acquisition close The strategic acquisition of the UK-based Covelya Group rapidly expands their vertically integrated product suite to include navigation, positioning, and subsea communications. - $AEHR: ultra-high power FOX-XP shipments In March 2026 (Aehr's fiscal Q3), the company announced a follow-on order and a new major silicon photonics customer win for its FOX-XP systems, with shipments scheduled for its fiscal Q4 ending in May 2026. Q3 2026 - $CIFR: AWS AI hosting lease commencement Cipher secured a 15-year, 300MW lease with AWS for an AI/HPC campus, with initial rent commencement confirmed for August 2026 (Q3). - $OUST: Start SAFE LiDAR ACT Ouster should see the first positive signs of the SAFE LiDAR ACT in the Q3 results. Q4 2026 - $RKLB: Neutron maiden flight Rocket Lab is developing the Neutron rocket to provide a reusable, medium-lift alternative to SpaceX's Falcon 9 for constellation deployments. A successful maiden flight proves the vehicle's viability, opening up a lucrative pipeline of commercial and government launch contracts. - $ASTS: commercial service activation (block 2) The activation of its larger Block 2 BlueBird constellation enables the initiation of consistent commercial service for telecom partners globally. - $NBIS: 800MW to 1GW capacity operational In early 2026, Nebius significantly raised its contracted power guidance, officially targeting 800MW to 1GW of available connected capacity by year-end 2026. - $AAOI: 5,000 ELSFP units per month production Reaching a production run rate of 5,000 External Laser Small Form Factor Pluggable (ELSFP) units monthly proves their automated U.S. manufacturing can scale to meet co-packaged optics demand. The goal is 400,000 units by the end of 2027. - $FLY: Blue Ghost Mission 2 lunar launch Blue Ghost Mission 2 will deliver payloads to the far side of the moon while demonstrating the first on-orbit AI data processing via its Elytra spacecraft. - $RDW: SabreSat DARPA Otter VLEO demonstration The SabreSat Otter demonstration for DARPA will validate highly advanced air-breathing electric propulsion, allowing satellites to maneuver indefinitely in Very Low Earth Orbit (VLEO) by harvesting atmospheric air. Q1 2027 - $CRDO: Cardinal 1.6T DSP production ramp Credo launched its Cardinal 1.6T DSP family in March 2026. Industry analysts predict the major 1.6T transceiver upgrade cycle and corresponding production ramp will heavily take hold in 2027. - $PL: Pelican-4 edge AI revenue ramp Planet successfully demonstrated in-orbit AI object detection on its Pelican-4 satellite, supporting the planned ramp of its Planetary Intelligence edge AI revenue streams into 2027. Q2 2027 $VRT: Ironton liquid cooling expansion operational The expansion of its Ironton facility will massively boost production capacity for liquid cooling systems, a necessity for the booming deployment of high-density AI servers. Q3 2027 $SATL: NextGen Merlin constellation operational Satellogic unveiled its new Merlin constellation, explicitly targeting the first launch in October 2026 with full operational capacity scheduled for the first half of 2027. $BSKY: AROS country-scale mapping constellation launch The launch of the AROS constellation supplements their targeted site monitoring with country-scale broad area mapping, securing their position against retiring legacy competitor satellites. $LWLG: material volume production and licensing revenues During their recent early 2026 updates, LWLG management explicitly stated they are building infrastructure for long-term commercialization, with meaningful volume production and licensing revenues anticipated to begin in 2027.