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[Infante Show @InfanteShow]

$CYCU — A Compelling Opportunity in Cybersecurity Cycurion has declared 2026 its Breakout Year, supported by strong momentum and a clear focus on shareholder value. • Approximately $112 million contracted backlog, providing excellent revenue visibility
• Recent multi-year contract (≈$1M in year one) with a Fortune 500 company supporting a major U.S. government agency
• Buy rating and $7.00 price target from Litchfield Hills Research
• Micro-cap valuation (~$7M market cap) with a substantial backlog and path to profitability The company is actively protecting shareholder interests through ongoing investigations into potential market activity. Having previously traded in the $5 range, $CYCU now presents an attractive entry point given its robust backlog, recurring revenue potential, and strategic positioning in high-demand AI-enhanced cybersecurity solutions.

[Infante Show @InfanteShow]

🛩️ $MRLN is quietly becoming one of the most interesting setups on the market right now.
✅ AI-powered autonomous flight military AND civilian
✅ $105M USSOCOM contract already in hand
✅ Partnerships with Northrop Grumman & GE Aerospace
✅ Named to Fast Company’s Most Innovative Companies 2026
✅ Only 4.9M share float with ~10% short interest

This isn’t AI hype. They have hundreds of real autonomous flight hours logged and a system that can fly a C-130J the same way it flies a cargo turboprop.
The short float is a coiled spring. The vision is massive. Early stages of a generational defense tech company.
#MRLN #AutonomousFlight #DefenseTech #Aerospace ��

[Infante Show @InfanteShow]

Bottom line:
Profitable BTC mining funds the base → long-term AI contracts, JVs, hyperscaler partnerships. Balance sheet ready to go. When the right partners lock in that power + massive GPU stack, the "BTC miner" label disappears overnight. #IREN

[Infante Show @InfanteShow]

$IREN isn't "just another" BTC miner anymore. It's quietly morphing into a legit energy-first AI infrastructure powerhouse. They're flipping renewable-powered data centers toward high-density AI/HPC instead of dumping cash into endless ASICs.

[Infante Show @InfanteShow]

Power pipeline is massive:
Operating/expanding to hundreds of MW now, but Sweetwater hub alone is 2GW+ in Texas (energization rolling out 2026+).
Multi-GW total secured across NA—exactly what hyperscalers crave: cheap, clean, scalable power ready for big AI workloads.

[Infante Show @InfanteShow]

$ONDS still feels early in its story. Ondas is building the backbone for nextgen industrial connectivity think autonomous drones, smart rail systems, and secure networks for critical infrastructure.

Near term, ONDS revenue is inflecting hard, guidance for 2026 (170M–180M) implies another major step‑up, and backlog plus defense/security demand support that ramp. Longer term, it rides big secular themes autonomous drones, unmanned systems, and industrial wireless while acquisitions like Roboteam expand its footprint in defense and security, giving it multiple ways to scale toward much higher revenue and eventual profitability if execution and capital management stay on track

Great Entry despite the recent surge. 🚀

[Logan @TrustThePump]

$SYK IT systems being taken down by Iranian hackers is a reminder that cyber warfare isn’t slowing down.

Every attack like this forces companies to ask the same question:

Are we next?

Cybersecurity spending is already accelerating, with global budgets expected to exceed $300B within the next few years.

Events like this only reinforce how critical protection has become for healthcare systems, infrastructure, and corporations.

$CRWD $PANW $ZS

[Infante Show @InfanteShow]

@TrustThePump Thank you !

[Infante Show @InfanteShow]

$NFLX Netflix remains the clear leader in streaming, with over 325 million paid subscribers. Avoided the Warner Bros. Discovery acquisition drama. Netflix avoided heavy debt and regulatory risks, keeping its balance sheet clean and focus on core growth intact.

The numbers tell a strong story: 2025 revenue hit around $45B (up ~16% YoY), operating margins expanded to ~29.5%, ad revenue surged >150% to over $1.5B, and free cash flow was solid at ~$9-10B range. For 2026, guidance calls for $50.7B–$51.7B revenue (12–14% growth), the stock trades at a forward P/E in the low 30s—below its historical average despite solid mid-teens EPS growth potential.

Analysts' average around $114–$115, implying 18–20%+ upside from here, with some higher calls out to $150+.The recent pullback (down ~28% from 2025 peaks) feels overdone given the moat in scale, data-driven hits, pricing power, and ad tier acceleration.

#Stocks #NFLX

[Infante Show @InfanteShow]

@BigBetsTony The earth is flat

[Infante Show @InfanteShow]

$LPG Dorian LPG – leading owner/operator of modern VLGCs (very large gas carriers) that ship LPG (propane/butane) worldwide.

Strait of Hormuz tensions rerouting Middle East LPG exports, driving massive US export surge + longer voyages boosting VLGC ton-miles and rates.

Q3 revenues +49% YoY to $120M, TCE ~$50k/day, new dual-fuel VLGC incoming, ~9%+ dividend yield, trading <5x EPS around $34 with $37-38+ targets.

Strong undervalued play in a tightening market.

$stockpick $Stocks

[Infante Show @InfanteShow]

$RCAT (Red Cat Holdings): Their Black Widow and Teal systems are NDAA-compliant, fully U.S.-made, Blue UAS-listed, and proven winners—including a $35M U.S. Army Short Range Reconnaissance contract.They're locked into the DoD's drone surge, with recent Asia-Pacific orders, partnerships expanding into AI/counter-drone and maritime domains, and explosive revenue growth fueling the pipeline. With Chinese rivals like DJI sidelined by bans, more major defense contracts look imminent.

With tensions escalating in the Middle East—U.S.-Israel strikes on Iran triggering retaliatory missile and drone barrages—drones are reshaping modern warfare. Low-cost, swarming UAS are dominating battlefields, echoing Ukraine and now hitting the region hard.

The U.S. is accelerating to catch up through the Pentagon's Drone Dominance Program, targeting massive deployment of domestically-produced small UAS (hundreds of thousands by late decade) to counter cheap threats, with initial orders for 30,000+ one-way attack drones already rolling out as part of a $1B+ push.

Stock's up significantly YTD on conflict-driven demand (recent highs near $18-19, now trading around $14 amid volatility), but still undervalued—analysts target $20+ (some as high as $25) as the $40B+ drone market explodes.
#Stockpick

[Infante Show @InfanteShow]

He takes full workload by week 6.

[Scott Smith @ScottSBucs]

Todd Bowles says rookie RB Bucky Irving has earned more snaps going forward.

[Infante Show @InfanteShow]

The red rocket 🚀

[Infante Show @InfanteShow]

My Week 3 Hot Takes: 🔥🔥

The Cowboys are going to beat the brakes off the phony Ravens. Lamar Jackson, the worst MVP of all time. Ravens are allergic to feeding Derrick Henry the ball. Expect a vintage Cowboys blowout game.

Expect a W from the Panthers as the RED Rocket Gingerbread Man himself, Andy Dalton, returns! Bryce Young? The only thing he should be thinking about is getting traded to the Dolphins. ✌️

The Return of New York Football! Babyface Daniel Jones flies down to Cleveland, sends Deshaun Watson back to his favorite massage parlors, and drops a career game and Malik Nabers will show why he's the best wide receiver in his draft class.

#NFL #nflfantasy #CowboysNation #NYGiants

[Infante Show @InfanteShow]

@calem_hurt 😅

[Infante Show @InfanteShow]

My Week 3 Hot Takes: 🔥🔥

The Cowboys are going to beat the brakes off the phony Ravens. Lamar Jackson, the worst MVP of all time. Ravens are allergic to feeding Derrick Henry the ball. Expect a vintage Cowboys blowout game.

Expect a W from the Panthers as the RED Rocket Gingerbread Man himself, Andy Dalton, returns! Bryce Young? The only thing he should be thinking about is getting traded to the Dolphins. ✌️

The Return of New York Football! Babyface Daniel Jones flies down to Cleveland, sends Deshaun Watson back to his favorite massage parlors, and drops a career game and Malik Nabers will show why he's the best wide receiver in his draft class.

#NFL #nflfantasy #CowboysNation #NYGiants