Robert Michael Jones

Breaks down basic financial statements and investing psychology to help beginners build resilient, long-term portfolios

[Robert Michael Jones @hamzik53911]

AeroVironment ($AVAV) Secures $405 Million Laser Defense Contract
AeroVironment has just announced a major international contract worth $405 million for its LOCUST X3 high-energy laser weapon system. Following the news, the company’s stock price rose by approximately 2.7% in early trading.
This deal comes just two days after AeroVironment secured another contract valued at $315 million.
In the span of a single week, the company has accumulated $720 million in new orders—a clear sign that laser weapon technology is rapidly transitioning from the testing phase to actual deployment.

[Robert Michael Jones @hamzik53911]

Vistra ($VST) has just released its third-quarter earnings, with results significantly exceeding expectations!
Earnings Per Share (EPS): $3.23 (up 84.6% year-over-year)
Adjusted EBITDA: A record high of $2.38 billion (up 50.4% year-over-year)
Revenue: $6.35 billion (up 27.7% year-over-year; slightly below the $7.11 billion expectation)
Strong electricity prices and retail margins fueled this surge in performance. Building on this momentum, Vistra has raised its median earnings guidance for 2026 and announced a new $1.5 billion share repurchase program.

[Robert Michael Jones @hamzik53911]

$SLS Following the submission of new institutional ownership filings to the U.S. Securities and Exchange Commission (SEC), SELLAS Life Sciences Group (SLS) stock climbed roughly 1% during after-hours trading on Tuesday, November 10, 2026. Although State Street reported a passive 5.1% stake, the standout figures came from Victory Capital and several other institutional investors, highlighting how these funds repositioned their portfolios in the third quarter ahead of pivotal clinical trial readouts

[Robert Michael Jones @hamzik53911]

$PLTR Palantir (NASDAQ: PLTR) reported third-quarter 2026 results that far exceeded expectations, with U.S. commercial revenue surpassing government revenue for the first time.
Palantir Technologies delivered an exceptionally strong third-quarter performance, marked by record revenue growth. Driven by a surge in demand from enterprises for its Artificial Intelligence Platform (AIP) and "Sovereign AI" deployments, the company raised its full-year outlook. However, there has been a notable slowdown in the growth rate of new contract bookings.

[Robert Michael Jones @hamzik53911]

@JacobZaba Yes

[Robert Michael Jones @hamzik53911]

$ASTS AST SpaceMobile just reported its Q3 2026 results, and it’s a classic tug-of-war between explosive top-line momentum and near-term execution costs:
Surging Revenue: Top-line revenue skyrocketed 187.1%, proving that commercial demand and rollout momentum are accelerating rapidly.
Earnings Miss: Bottom-line profits missed Wall Street estimates as operating expenses climbed higher than anticipated.
The Reason Behind the Costs: Management is spending aggressively to fund accelerated satellite manufacturing and constellation expansion—a necessary investment to build out its global space-based cellular broadband network, even if it pressures short-term margins.
The Big Takeaway:
For long-term bulls, a 187.1% revenue surge confirms the business is scaling fast, and heavy CapEx right now is simply the price of building orbital infrastructure. For cautious traders, rising expenses and wider-than-expected losses mean profitability is still a waiting game.
Are you buying the dip for the long-term satellite rollout, or waiting for costs to stabilize? Let’s hear your thoughts on ASTS!

[Robert Michael Jones @hamzik53911]

$SHOP is catching a lot of eyes on Zacks lately! 🔥
Before placing your bets on Shopify, take a look at the core growth drivers and earnings estimates shaping its next move. Are you buying the momentum or staying cautious?

[Robert Michael Jones @hamzik53911]

$GEV $VRT $BE AI power stocks pulled back 10% to 24% over the past week, yet the long-term fundamentals remain massive!
Despite the sector sell-off, GE Vernova just reported a record $197B backlog and raised its 2026 revenue guidance. Buying opportunity or more volatility ahead?

[Robert Michael Jones @hamzik53911]

$LMT More rockets, faster!
Lockheed Martin just hit a major GMLRS production milestone in Camden, Arkansas, successfully ramping up manufacturing speed and output to meet surging defense demand.

[Robert Michael Jones @hamzik53911]

$AMFN While TTU’s slow testing timeline is frustrating, independent verification from a reputable institution is vital. TTU’s facilities are in high demand, so we have to be patient while $AMFN pushes forward on a faster schedule.
That’s why $AMFN launched a parallel independent evaluation on-site—to build immediate credibility with institutional investors, partners, and customers while TTU runs its course.

[Robert Michael Jones @hamzik53911]

Capricor Therapeutics ($CAPR) Gains Momentum Ahead of Q3 Results—With a Pivotal FDA Catalyst Days Away
Shares of Capricor Therapeutics are ticking higher ahead of its third-quarter financial release. While consensus estimates call for $10.4 million in revenue and a net loss of $0.42 per share, investors are far more focused on two key factors:
Cash Runway: Updates on the company's balance sheet (which stood at $237.9M at the end of Q2) to support commercialization and ongoing trials.
November 22 FDA Decision: The upcoming regulatory verdict for Deramiocel, Capricor's lead cell therapy for Duchenne muscular dystrophy (DMD).
Fresh off an American Heart Association research award for its HOPE-3 cardiac data and strong backing from 28 physician-scientists, $CAPR enters a high-stakes two-week stretch.

[Robert Michael Jones @hamzik53911]

Canaan Inc. ($CAN) announces a new share buyback program. 👀
The company has initiated a $20 million share repurchase program, which is part of a larger $100 million board-authorized plan running for 12 months starting November 6, 2026. [1]
Highlights from CEO Nangeng Zhang:
Management views $CAN stock as undervalued given its core business and growth outlook. [1]
The company highlights progress in its compute and energy infrastructure shift, including its 1 GW Duval County project (ERCOT Batch Zero) and a 1 GW pipeline in Zapata County, Texas. [1]
Purchases will utilize existing cash and available liquidity, with flexibility to scale up. [1]

[Robert Michael Jones @hamzik53911]

$ONDS just landed a purchase order under its "Digital Bat" program to develop and produce next-gen, low-cost tactical attack drones.
Management sees potential demand scaling into the "tens of thousands of systems."
To handle that kind of volume, $ONDS plans to leverage manufacturing infrastructure from its pending acquisition of ARAN Defense (announced in August):
Airobotics will spearhead development, autonomous tech, mission software, and system integration.
ARAN Defense is set to provide industrialization and manufacturing muscle once the deal closes, making Digital Bat one of the first major programs to benefit from the integration.

[Robert Michael Jones @hamzik53911]

$EOSE is shaping up to be an intriguing setup.With roughly 39% of its float sold short and the supply of borrowable shares fluctuating sharply, the stock just posted a 7.76% gain. If buyers keep stepping in and push the price past major resistance levels, short sellers may face mounting pressure.Definitely one to watch right now. 👀

[Robert Michael Jones @hamzik53911]

$IREN 1H pre-market update:

Closed 21.41 yesterday
Pre currently 21.09
Sharp sell-off mid-week → strong bounce → now consolidating right around the yellow pre line.
Structure is cleaner after the flush, but no clear breakout yet. Waiting for direction. $IREN

[Robert Michael Jones @hamzik53911]

AST SpaceMobile ($ASTS) and Rakuten are teaming up to launch a direct-to-cell satellite network in Japan 🇯🇵Backed by up to ~$1 billion in Japanese government funding over roughly three years, the new joint venture—named Rakuten AST—aims to roll out services by the end of March 2029.Under the deal, Rakuten will hold a 51% majority stake, while AST holds 49% and provides the satellites that beam connectivity straight to standard smartphones.

[Michael Holt @HoltInsights]

If you hold any of the following stocks:
$DOCN $MU $RACE

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[Robert Michael Jones @hamzik53911]

SpaceX ($SPCX) Stock Jumps ~6% on $24B Texas AI Data Center & Power Plant Plans! 🚀⚡️
STARBASE, Texas — SpaceX (NASDAQ: SPCX) saw its stock climb about 6% after revealing plans to build a massive $24 billion AI supercomputer hub and its own power plant in Starbase, Texas.
Instead of waiting years to hook up to the public electric grid, SpaceX is building its own power supply right next door to fuel its rapidly growing AI business.
The Quick Breakdown:
• 🤖 Giant AI Hub: A 444-acre supercomputing center near Brownsville to run heavy AI tasks for major tech clients like Google and Anthropic.
• ⚡️ Off-Grid Power: An on-site natural gas plant with 35 turbines generating 748 megawatts of electricity—enough to power hundreds of thousands of homes.
• 📈 Hot Momentum: Investors are cheering the move right after SpaceX posted a 161% jump in Q3 revenue following its merger with xAI.
• 🗓️ What’s Next: Local Starbase leaders vote on tax deals on December 9, 2026, though incoming Texas Governor Gina Hinojosa has promised stricter rules for new data centers.
By owning the rockets, the AI computers, and the power plant, SpaceX is going all-in on controlling its own infrastructure.
What do you think—is building private power plants the future for Big Tech? 👇
#SpaceX #SPCX #AI #TechNews #StockMarket #Investing #ElonMusk

[Robert Michael Jones @hamzik53911]

$AMD Shares Surge Over 10% After Securing Key Processor Role in Google’s Next-Gen AI Chip System
SANTA CLARA, Calif. — November 9, 2026 — Advanced Micro Devices (NASDAQ: AMD) saw its stock rally more than 10% on Monday following the announcement that its fifth-generation EPYC server processors will power Google’s newly unveiled TPU 8tx artificial intelligence computing system. The landmark partnership positions AMD at the center of hyperscale AI infrastructure growth while intensifying competitive pressure on industry rival Nvidia (NASDAQ: NVDA).
Scheduled for commercial deployment in 2027, Google’s TPU 8tx pairs its eighth-generation custom Tensor Processing Units with AMD’s fifth-generation EPYC central processing units (CPUs).
• Confidential Computing: While Google transitioned several of its flagship TPU systems to its proprietary Arm-based Axion CPUs earlier in 2026, it selected AMD to deliver hardware-level confidential computing. This security architecture keeps sensitive enterprise data and proprietary AI models encrypted at the chip level even during active processing—a critical requirement for regulated sectors such as banking, healthcare, and government.
• AI Workload Optimization: Engineered specifically for AI inference, model fine-tuning, and agentic AI applications, AMD’s host processors manage data preparation and orchestration alongside Google's specialized accelerators.
• Undisclosed Terms: Neither company disclosed the financial terms or projected shipment volumes of the multi-year agreement.
The news sparked significant divergence across semiconductor equities during Monday’s trading session:
• AMD (AMD): Shares jumped over 10%, supported by both the Google design win and a concurrent upgrade from Oppenheimer to Outperform with a $600 price target. The deal validates AMD's strategy of capturing data center CPU spend across rival AI ecosystems, with over 10 major cloud providers and AI labs now pairing EPYC processors with custom or third-party accelerators.
• Alphabet (GOOGL): Shares gained roughly 3% as the tech giant introduced both the TPU 8tx and TPU 8i Max, marking its fourth TPU release of 2026. According to Bloomberg Intelligence, Google’s TPU business is projected to scale from approximately $12 billion in 2026 to over $135 billion by 2028, driven by a roughly 30% price-for-performance advantage over competing GPU clusters.
• Nvidia (NVDA): Shares declined between 6% and 8%, touching their lowest levels since March, as investors weighed accelerating custom silicon adoption by hyperscalers alongside ongoing corporate governance headlines surrounding the company.

[Ricky @Rickyhititfirst]

If you hold any of the following stocks:
$TE $IREN $CRML

We invite you to join our WhatsApp group for stock investors.
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We share daily, real-time stock news and market trends. Connect with other investors and grow together.