ThiccTeddy

Experienced investor and equity analyst with 15+ years of market research, delivering thoughtful analysis and distinctive trading perspectives.

[ThiccTeddy @morganpoll]

$NBIS surging +12% this morning after announcing a $27B AI infrastructure agreement.

5-year structure:
$12B compute capacity for $NVDA
$15B for $META’s AI cloud operations
This is exactly why Nebius is my top neocloud AI infrastructure pick.
$180+ target this year.

[ThiccTeddy @morganpoll]

The SpaceX IPO narrative is starting to build again.

At a potential $1.75T valuation, the entire space sector could see renewed attention.

These 5 space stocks stand out:

$LUNR
$RKLB
$ASTS
$PL
$RDW
Watch how the story develops.

[ThiccTeddy @morganpoll]

Emotion destroys portfolios.
Preparation builds them.
Here’s part of my 2026 watchlist.
DM me if you want the full chart.
$ASTS
$IREN
$NBIS
$BITF
$HIMS
$ONDS
$RKLB
$OSCR

[ThiccTeddy @morganpoll]

While most people panic about drawdowns,
I’m building my 2026 stock list.
The full chart is ready.
Send me a message if you want it.

$OSCR
$BITF
$IREN
$ASTS
$NBIS
$RKLB
$HIMS
$ONDS

[theficouple @theficouple]

If you're under 40, please read this:

Millions of guys in their 20's & 30's right now think they can pick stocks.

They think they're the next Warren Buffett & they can beat the S&P 500.

...Please know 100% of them will fail miserably & wish they just index fund & chilled.

[The Long Investor @TheLongInvest]

$NIO

Up +11% today

But that EPS beat was ridiculous

$NIO has officially turned a corner and now profitable

[Yahoo Finance @YahooFinance]

AI is Jensen Huang's "five-layer cake." 🍰

https://t.co/BcPbA9FksS

[The God Particle @_Sgr_A_Star]

$IREN

This one snuck by me this past week.

On March 6th Paul Golding at Macquaire reiterated their 'Outperform' recommendation and raised their price target after the news of the ATM and GPU expansion:

$70 -> $77

They cited stronger revenue outlook, and they raised their EV/EBITDA multiple by 1x to 9x.

Macquarie uses a Sum-Of-The-Parts methodology of EBITDA, Bitcoin multiple (4x), and near tern and long term MW pipeline (they don't yet apply any value to Oklahoma).

[Stock Talk @stocktalkweekly]

PRESIDENT TRUMP:

- IRAN WAR WILL BE OVER SOON, BUT NOT THIS WEEK
- WANT TO KEEP STRAIT OF HORMUZ OPEN
- WAR WILL BE OVER WHEN IRAN HAS NO MORE WEAPONS CAPACITY
- WAIVING IRAN RELATED OIL SANCTIONS TO STABILIZE MARKETS
- KNEW OIL WOULD GO UP, BUT IT'S RISEN LESS THAN EXPECTED

[Evan @StockMKTNewz]

SpaceX reportedly wants to IPO on the NASDAQ

[Sam Badawi @Sam_Badawi]

$KRKNF Kraken Robotics sits at the intersection of subsea defense, offshore energy mapping, and autonomous underwater robotics, with projected 2025 revenue around $120-135M and exposure to a combined $16-26B addressable market.

Its core technologies include synthetic aperture sonar, subsea LiDAR mapping, and pressure tolerant batteries that power the next generation of autonomous underwater vehicles. As tensions rise around critical shipping lanes like the Strait of Hormuz, the importance of mine detection and subsea surveillance is coming back into focus across naval systems used by companies like $LMT and $RTX.

[SMX 🇺🇸 @iam_smx]

The next time you want to give up, remember that Elon Musk sat here after losing $100 million.

This photo shows Elon Musk right after his third rocket exploded. He had just lost $100 million of his own money. SpaceX was weeks from bankruptcy, Tesla was struggling, and he was sleeping on friends’ couches.

The media called him reckless, investors pulled back, and everyone told him to quit. But instead of giving up, Elon risked it all on one final launch. If it had failed, SpaceX would have been finished.

The launch succeeded, changing history.

Today, SpaceX is worth $800 billion and dominates the private space industry. Most people quit just before a breakthrough. Elon kept pushing when everything was against him

That’s the difference between success and almost success

[Serenity @aleabitoreddit]

Other interesting names aside from $KRKNF, $CODA, $EXA:

$OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers).

$MIND - Side-scan sonars for mines

$NORBT - Wideband Multibeam Sonars

$HII - REMUS 100, 300, and 600 for mine clearance operations.

$GD - Bluefin Robotics Knifefish UUV for buried mines in cluttered underwater

$BA - Archerfish, an autonomous, expendable mine neutralizer

$SAABF - Sea Wasp for navigate up to naval mines and IEDs and place explosive charges next to them

$TDY - Gavia AUV for minehunting, SeaBotix ROVs, and the high-end RESON sonars

$NSANY - Synthetic Aperture Sonar

$NOC - AN/AQS-24B/C for minehunting

[Nick Sortor @nicksortor]

🚨 HOLY CRAP! It seems Elon Musk has just sent a WARNING to John Thune over his REFUSAL to pass the SAVE America Act

@GuntherEagleman: “Does John Thune realize how bad he is f***ing up?”

@ElonMusk: “Not yet”

Thune’s career might be living on borrowed time 👀

[Rohan Paul @rohanpaul_ai]

🇨🇳 China's Shenzhen on a whole different level.
Coffee comes from robots, drones are everywhere doing deliveries, and robots are literally serving food on the street.
They are pushing for “low-altitude” drones logistics with 1,200+ takeoff/landing sites

[Wall St Engine @wallstengine]

$SERV Q4’25 EARNINGS HIGHLIGHTS

🔹 Revenue: $882K (Est. $765.5K) 🟢
🔹 EPS: -$0.34 (Est. -$0.44) 🟢
🔹 White Castle Partnership: Robot delivery now available on Uber Eats
🔹 Robots Deployed: 2,000+ across the U.S.
🔹 Restaurant Partners Supported: 3,600+
🔹 Reach: ~3 million people
🔹 White Castle Locations: Nearly 350 restaurants

Commentary:
🔸 “White Castle is a legendary brand that helped define convenient, fast meals, and we're thrilled to bring that legacy into the future.”
🔸 “an exciting new way to combine convenience, technology, and great taste together.”
🔸 “What our team accomplished last year is extraordinary. We went from operating in a single city to running the largest autonomous sidewalk fleet in the country, and we did it while delivering near-perfect reliability and surpassing our financial targets.”

[Enrich Trades @enrichtrades]

$IREN

Held this massive support zone yet again

Flipped the 9 today on the daily

Plenty of room to $45+

This exact setup has worked across multiple other growth names

[Shay Boloor @StockSavvyShay]

$GOOGL is deepening its Pentagon AI push with a new feature that lets civilian and military personnel build custom AI agents for unclassified work.

The bigger prize is eventual expansion into classified environments.

[Dave Data Guy | author of 2 stock investing books @DGretta_Author]

Towards the end of this month, I'm publishing an article detailing how I waited 6 months to buy $OUST stock and used AI for 30 seconds to calculate the Fib level to buy this stock. Take a FREE peek and Subscribe here:
https://t.co/AsVrrYsVXp

[XTrader猫姐美股交易 @maojietrading]

近期美股原油的完全反镜像关系（负相关）
$SPY $USO 5F chart；黄线为美股SPY，蓝线为原油