Hammad

$DDOG $TSLA $MELI $CRWD $SNOW $ZS $GOOG

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

SpaceX is now valued at $1.75 trillion. Still private. Still pre-IPO.

For the same money, you could buy the entire publicly-traded aerospace industry. All of it.

GE Aerospace. RTX. Boeing. Airbus. Safran. Honeywell. Rolls-Royce. Lockheed Martin. TransDigm. Northrop Grumman. BAE Systems. Howmet.

Twelve of the most dominant aerospace and defense businesses on the planet. Summed market cap: $1.74 trillion.

SpaceX alone: $1.75 trillion.

One private company. No disclosed earnings. No public track record. No IPO base. And a tech-IPO history that says a 50%+ drawdown in year one is the norm, not the exception.

Versus twelve proven, cash-generating, oligopolistic machines. Decades of recurring aftermarket revenue. Real dividends. Moats so deep there hasn't been a new commercial engine entrant in 50 years.

I know which side of that trade I'm on.

SpaceX is a genuinely remarkable company. The reusable rockets are real. The launch dominance is real. But "remarkable company" and "good investment at $1.75 trillion before it has even priced its IPO" are completely different statements.

Meanwhile the boring side of aerospace keeps quietly compounding:

– GE Aerospace: the engine aftermarket annuity, decades of service revenue per engine
– Safran: #1 worldwide in narrowbody engines, landing gear, and interiors
– TransDigm: the proprietary-parts compounder run like a private equity machine
– HEICO: the family-run FAA-parts business, roughly 22% a year for 35 years
– And in three weeks, the Honeywell Aerospace spin-off lands: $17 billion in revenue, an installed base on virtually every commercial and defense platform on earth, finally trading as a pure-play

The market is offering a clean choice.

One spectacular story about the future. Or the entire proven present that already prints cash, at the same price.

The future is thrilling.

The present pays you to wait.

[Earnings Whispers @eWhispers]

#earnings for the week of May 25, 2026

https://t.co/My2Eq16qS8

$MRVL $CRM $SNOW $DELL $PATH $ZS $MDB $COST $BBY $SQM $PLAB $ESLT $ADSK $S $HRL $SNPS $BOX $HPQ $DKS $PONY $API $ESTC $P $AZO $OKTA $OOMA $BNS $BRZE $SKY $CRGO $AMSC $CPRI $PDD $NCNO $BBWI $MOD $ANF $NTAP $BURL $QFIN $CM $NTNX $DY $HEI $WB $SVM $GAP $JOYY $KSS $XPEV

[Hammad @Hammad626]

@2147gp @HyperTechInvest @tristanfinazzo https://t.co/qDELL0q0wO

[Adam Levitan @adamlevitan]

When I check my Fidelity account for the 69420th time each day.

[Earnings Whispers @eWhispers]

#earnings for the week of May 18, 2026

https://t.co/My2Eq16qS8

$NVDA $ELF $ADI $NIO $INTU $BIDU $DECK $HD $BULL $WMT $DE $VFC $VRT $KEYS $ZIM $ZM $TTWO $TGT $CAVA $AGYS $TOL $WDAY $LOW $ARCO $TOYO $URBN $WMS $AS $HAS $CPRT $GDS $SBLK $NDSN $FATN $STEP $RL $AAP $ECC $NRXP $TJX $LSPD $BJ $HLNE $BAH $AUNA $DAVA $RERE $CCIF $YMM $CGEN

[Earnings Whispers @eWhispers]

#earnings for the week of May 11, 2026

https://t.co/My2Eq16qS8

$HIMS $NBIS $CRCL $ASTS $ONDS $QBTS $NU $FIG $PLUG $CEG $RGTI $AMAT $B $OKLO $BN $MNDY $ENVX $MARA $CSCO $BW $BABA $KOPN $MOS $KLAR $UMAC $KRMN $ACHR $USAR $AG $MVST $CLSK $VG $GPRO $CGBD $XGN $AQST $CRON $ITRG $FSK $DDD $ASM $ELMD $DT $SE $EOSE $VFF $ONON $ALCO $CPRX $QUBT

[ProblemSniper @ProblemSniper]

Bookmark this. 👇🏼

[Shay Boloor @StockSavvyShay]

$MU is shipping the world’s first 245TB data center SSD giving AI data centers much more storage in far less space.

Micron says the drive can reduce storage racks by 82%, use far less power than hard drives and lower costs as AI workloads keep growing.

[amit @amitisinvesting]

$PLTR

PALANTIR Q1 2026 EARNINGS:

- Revenue of $1.63B, +85% YoY
- U.S. Revenue of $1.28B, +104% YoY
- GAAP Net Income of $871M, 53% margin
- Rule of 40 of 145%
- Increasing FY 26 guide from 61% to 71% growth

Palantir is redefining what it means to dominate in the age of AI.

[Ayômîde 🧢 @Haryormdey4u]

Doctor: There's only 50% chance the surgery will be successful.

Me: Then do it twice.

Doctor:

[Earnings Whispers @eWhispers]

#earnings for the week of May 4, 2026

https://t.co/My2Eq16qS8

$PLTR $AMD $SHOP $LITE $COHR $ANET $APP $AFRM $OXY $DVN $GILD $FN $MCK $DOCN $ALSN $CGNX $OUST $ADCT $VNOM $AEP $MPC $GCT $CVE $DVA $AEIS $ABNB $DD $WMB $BUD $EXPE $CF $PSTL $ICHR $DAVE $ADEA $PLOW $WBI $WPM $HSBC $HRTG $RPAY $LFUS $ECG $IPGP $SHC $MATX $NJR $ALGM $MAR $SARO

[Hammad @Hammad626]

@martinjlm @StockSavvyShay NVDA TSLA HOOD. she’s been buying HOOD dawg

[Hammad @Hammad626]

@antibearthesis sadly the market is made up of more than just one opinion lol

[Don Keith @RealDonKeith]

🚨Only Trump could make this happen.

Russia just dropped a bombshell: full return to the U.S. dollar for a huge energy, oil, gas, and minerals deal with Trump.

BRICS de-dollarization fantasy collapsing.

China is sweating.

[Daniel Lacalle @dlacalle_IA]

The US 🇺🇲 is now the world’s top energy superpower:
#1 Oil: 13.6 million barrels per day.
#1 Petroleum product exports: 7.2 mbpd
#1 Crude oil exports: 5.2 mbpd
#1 Liquids production: more than Saudi Arabia + Russia combined
#1 Natural gas: More than Russia + Iran + China combined
#1 Nuclear producer: about 30% of global nuclear generation

Global leader in renewable electricity generation, hydro and coal output.

Diversification and security are not ideology, it is logic.

[Benny Johnson @bennyjohnson]

America Is Now the World’s Top Energy Superpower — By a MASSIVE Margin

- Oil: 24 million barrels per day 🇺🇸
More than Saudi Arabia's 10.9 million and Russia's 10.5 million COMBINED

- Natural gas: 119 billion cubic feet per day 🇺🇸
More than Russia's 62 billion, Iran's 27 billion and China's 23 billion COMBINED

A prolonged closure of the Strait of Hormuz would hurt America's economy — but it would absolutely DESTROY Europe and Asia’s.

Europe depends far more heavily on the strait for its energy demands. Yet it is foolishly failing to help us.

This is what a weak and unreliable “ally” looks like.

Europe should get its act together before it’s too late.

We will not forget.

America’s energy dominance gives us tremendous strategic leverage.

[Hammad @Hammad626]

@davey_juice how do you feel about $ZETA

[Hammad @Hammad626]

@Go_Crene @Mr_Derivatives he never bought much back in 2022 crash. buffet waiting for a 50% correction that isn’t happening in this correction lol

[Earnings Whispers @eWhispers]

#earnings for the week of March 2, 2026

https://t.co/My2Eq16qS8

$AVGO $CRDO $CRWD $RIOT $BRK.B (Saturday) $RGTI $NCLH $BBAI $MRVL $VEEV $MDB $COST $XERS $PLUG $OKTA $CIEN $AMPX $AES $ASTS $TGT $ACHR $AES $ASTS $TGT $ACHR $GPRO $QUBT $BBY $OOMA $KR $SE $OUST $AEO $ANF $BULL $CRC $CGEN $DAVE $JD $LIF $DY $GTLB $IOT $AAON $ADT $LQDA $ASTH $QURE $SEE $ZYME

[Brian Stoffel @Brian_Stoffel_]

@PedroDCorreio That's misleading. When the denominator (MAU) shrinks, it boosts that percentage "artificially"

[Hammad @Hammad626]

@TravisHoium this aged well