Jay

[BULL OF BRITAIN @BULLOFBRITAIN]

New names floating around with high volume and sentiment / mindshare with retard explanations at the end of each.

> $HYLN - their product KARNO generator is an alternate option instead of fuel cells in data centers
(fuel cell expensive and bad life span, generator not.)

> $025560 Mirae Corp - post packaging chip inspection tools into CXMT / sk hynix
(the machines that test memory chips after they're packaged)

> $HLIT - 95% market share in virtualized cable modem termination systems
(the software running cable internet upgrades for most of the industry)

> $SMTC - high speed signal integrity platform for 800G, 1.6T and 3.2T transmitters
(the chips that move faster data inside AI clusters)

> $SEDG - solar inverter maker, pivoting into AI data center power hardware
(sun make energy for stuff)

> $AMPG - only US maker of a 5G tower antenna , NVIDIA just picked it as the hardware for AI on cell tower.
(the box on top of cell towers that beams signal to thousands of phones at once in cities and stadiums)

[WallStreetNews @WallStreetMrkts]

JUST IN: smart money is accumulating $NEAR 👀

the deeper you look, the less this feels like another normal L1 play.

most of crypto is still competing over “fastest chain” narratives, but NEAR has been building around two important topics:

Privacy & AI

I’m bullish and they’ve been shipping products

→ NEAR Intents already process around $45M in daily organic flow
→ Over $18B in lifetime swap volume across 40+ chains
→ Confidential Intents pushing private execution
→ Infrastructure designed for AI agents to transact

source: DefiLlama

$NEAR ripped over 33% in the last 24 hours

@blknoiz06 said this during his stream:

‘’If AI agents become a real part of the internet economy, they’ll need permissionless rails to transact because traditional systems were never designed for autonomous software.’’

that’s the lane NEAR is positioning itself in

> the privacy integrations
> AI infrastructure
> cross chain coordination layer…

all connects when you zoom out

and the market is only just starting to connect the dots now

disclaimer: I was late to it, but finally copped a $NEAR bag last week and plan to hold for a while

[Markos @MarkosAAIG]

Let’s talk a bit about FuelCell. $FCEL

I’ll give credit to people who actually put work in it like @daniel_koss And of course @ThematicTrader . But besides that, I’m seeing accounts giving 20x, 30x upside targets and comparing it to Bloom.

So I decided to dive a little bit into the stock myself. And to be fair this story has so many holes. It was too long to do as an X thread, so I decided to make it a Substack article to really capture a more explanatory style. But let me give you a taste of some things I found.

Number one. A lot of people call FuelCell’s carbon capture a moat the thing that differentiates (for one) it from $BE . What they forget is that FuelCell signed a JDA with ExxonMobil that caps third-party deployments at 250,000 tons of CO2 per year. And this contract has been extended five times in five years with zero expansion of that cap. It expires December 31, 2026.

Management hasn’t shown any negotiation strength here. And Exxon has no incentive to loosen the constraint. When FuelCell gained commercial traction at Rotterdam, Exxon raised engineering rates by 15%. That’s the pattern you see across the amendments.

Then I see @ThematicTrader . He puts a lot of work in, and I fully respect that. And you can’t have everything right the first time. But who is considered to be doing the best DD on this stock by accounts like @CKCapitalxx and @babyfolio He says that FuelCell has been working to commercialize solid oxide fuel cells for 5+ years now. Same tech as BE. And they mentioned it multiple times as a growth lever in their 10-Ks.

That’s right. Management plays it really smart. In the 10-Q filed March 9, they stated in Item 7 of the liquidity section: “successfully advance the commercialization of its solid oxide and carbon capture platforms through partnerships with third parties.”

They need a partner. That’s okay. But how did they get to the point that they need a partner? Well, you have to dig down a little bit. In the other filings in November 2024, there was the first restructuring. In June 2025, the second restructuring. So in June 2025, FuelCell announces , and I quote “the cessation of the majority of development efforts with respect to our solid oxide technology.” End of project by FuelCell.

Then on the September 9 filing in 2025, they take a $64.5 million impairment. And this is written out by management as and I quote “prior investments in solid oxide technology, related goodwill and in-process research and development, intangible assets, property, plant, and equipment, and solid oxide inventory.”

Breakdown: $42 million property, plant, and equipment. $9 million inventory. $9.3 million in-process research and development. $4.1 million in goodwill
So management retired that project. And they are looking for a partner now in their current language. If you didn’t read the earlier filings, you think management is still on track and has been for the past decade for a solid oxide plan. Reality is they stopped funding it, and they’re looking now for a partner to set it up again.

You could ask yourself the question. If the tailwind is so strong and you look at the October $5 billion deal between Bloom and Brookfield why haven’t they found a partner yet? In these seven months.

These and many more I will cover in my Substack. I don’t have time to finish it tonight, but I will finish it tomorrow. We will zoom in. We talk production. We talk gross margins. We talk why the T5 deal could be just location-bound, in terms of the permit zone they’re in. We talk about T5 as a partnership with Brookfield, who invested in Bloom, so follow-up projects are not certain at all. We talk scaling risks. We talk management track record. Etcetera, etcetera.

There is a upside case to be made but the probability is multiple times smaller then being sketched. Would treat this as a highly speculative position maybe even a coin flip.

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

FTSE Russell published their preliminary index inclusions and deletions

- Bitmine is on this list for inclusion for large-cap Russell 1000
- $BMNR market cap above the minimum $5.7B for large-cap inclusion
- Many active managers only buy equities on the Russell 1000

Additionally, it is estimated 20-25% of the market cap of a stock is held by passive index funds/ETFs

[The Space Investor 🚀 @SpaceInvestor_]

A space ETF has crossed $1 billion in AUM

Congrats @TemaETFs team on $NASA. Despite only being around for less than 3 months, they gave investors what they wanted - SpaceX exposure - and beat the OG space ETF $UFO that’s been around for 7 years

$UFO: 4/11/2019
$NASA: 3/30/2026

[Felix Prehn 🐶 @felixprehn]

Stock 3: GH Research (GHRS)

The technology bet, built on one faster-acting psychedelic.

A standard session runs 6 to 8 hours, whereas GH's is ~30 minutes.

Clinics make money on volume, so the short session wins.

One drug, higher risk, but speed is their edge.

[Micro2Macr0 @Micro2Macr0]

$STRIVE Could 25X!

This Is the Next Strategy/Metaplanet MOMENT 🔥 $ASST $SATA

[Nutty @NuttyCLD]

Is the NextEra–Dominion merger the beginning of the end for onsite power?

NextEra and Dominion announced a merger to create the world’s largest regulated electric utility business.

https://t.co/0qovH9VxjO

In The Next Bloom Energy?, I wrote:

The two answers, grid upgrade and grid bypass, are not enemies. They are complements.

This merger is a major grid-side response to the AI power bottleneck.

But the timelines are still different.

Grid expansion and utility integration take years. AI infrastructure is being built on a much faster clock.

That is why onsite power still matters.

The more important question now is slightly different:

Will onsite power remain mostly a temporary bridge around grid bottlenecks, or will it stay as part of AI infrastructure even after the grid catches up?

[Bodoxstocks @bodoxstocks]

$ONDS that was seriously damn good 👊🏻

outstanding Space with @RADHardTech and @CeoOndas ⚡️

“…so I’ll tell you that there’s a tender, a counter drone tender which we think we’re going to be extremely competitive with. That is in the hundreds of millions of dollars and that’ll likely be a multi-year deployment…” 👀

Top-tier moderation, high quality Q&A, great conversation all around.

For everyone who missed it, definitely go give it a listen 👇🏼

[Bottleneck Investor 🦑 @BottleneckFindr]

Insane find! $FCEL

[Bilaal- BD investing @bdinvestingg]

This robot worked for 5 days straight; 24/7, no breaks & no failures. Physical AI is the next bottleneck

$OUST — Lidar sensors. The eyes of robots and autonomous vehicles.

$SYM — AI warehouse robots. Automates full pallet handling end-to-end.

$XPENG — Chinese EV pivot to physical AI. Robotaxis + humanoid robots by end-2026.

$BOTZ — ETF. Broad robotics/automation value chain. Holds Fanuc, ABB, Intuitive Surgical.

$HUMN — ETF. Pure-play humanoid robotics. Holds Tesla, Figure AI, Agility Robotics plays.

[Felix Prehn 🐶 @felixprehn]

If you missed Palantir at $20, Intel at $45 or Seagate at $95, you're not alone.

Each stock ran 500-700% in 12 months and most retail investors had no idea.

I went hunting for the next stock like these, and believe these 3 could go on a similar run:🧵

[Felix Prehn 🐶 @felixprehn]

Stock #3: MKS Instruments (MKSI)

Every country is spending hundreds of billions to build their own chip factories to stay ahead of the AI race.

MKS makes the tools inside every chip-making machine.

Institutions are already positioning into it.

[Felix Prehn 🐶 @felixprehn]

Bank of America's Just Gave a Dire Warning (Most Aren't Ready)

[Jorge A. @InvestWithJorge]

How Military Drones Are Made in 2026?

1. Design & Digital Engineering
AI-powered digital twins, aerodynamics simulation, and stealth optimization.
Tickers: $LMT · $BA · $RTX · $NOC

2. Airframe & Composite Structures
Lightweight carbon-fiber fuselages, wings, and stealth coatings built with automated layup.
Tickers: $LMT · $BA · $NOC · $KTOS

3. Propulsion & Power Systems
Turbofan/jet engines, hybrid-electric systems, and high-endurance fuel cells.
Tickers: $RTX · $BA · $LMT · $HON

4. Avionics, Sensors & AI Payloads
Radar, EO/IR cameras, SIGINT, autonomous AI flight computers, and weapons integration.
Tickers: $LMT · $RTX · $NOC · $KTOS

5. Final Assembly, Testing & Integration
Secure cleanroom assembly, flight testing, cybersecurity hardening, and delivery.
Tickers: $LMT · $BA · $NOC · $AVAV

Military drone production in 2026 is AI-accelerated precision manufacturing at scale — enabling swarms, loyal wingmen, and attritable systems that are reshaping modern warfare.

That’s why defense primes $LMT, $RTX, $NOC, $BA and agile innovators $KTOS, $AVAV are booming with rising global demand.

[Jay @makingimpact1]

@Ikimawhale @grok says the same thing too actually.

[Value Investing Edge @StonkValue]

Top 25 stocks with strongest earning cycle and it’s future revenue projections -

1. $ONDS | 1066%
2. $FLY| 44.7%
3. $AMPX | 189%
4. $NBIS | 547%
5. $AAOI |148%
6. $CIFR | 48%
7. $IREN | 54%
8. $IONQ | 428%
9. $SATL | 95%
10. $ALAB | 92%
11. $LITE | 65%
12. $LPTH | 120%
13. $CRDO | 201%
14. $PLTR | 85%
15. $QBTS | 86%
16. $IBRX | 400%
17. $SNDK | 251%
18. $TER | 87%
19. $WDC | 45%
20. $STX | 40%
21. $TEM | 75%
22. $RDDT | 69%
23. $BE | 130%
24. $NVDA | 78 %
25. $CRWV | 110%

Bookmark for research and invest in the best ones!