NetProphett

Stocks, Crypto, Sports Betting

[NetProphett @netprophett]

@MattGelb This guy?

[NetProphett @netprophett]

@Sammy_social @alpinestar17 @pudgypenguins It’s one of the few NFTs backed by a real consumer brand, massive community, and expanding ecosystem. The combination of brand recognition and momentum could send it far beyond today’s valuation IMO

[NetProphett @netprophett]

@ocregister This might be the worst article ever written 😂

[NetProphett @netprophett]

$LPTH has quietly gone from a forgotten microcap to a potential defense-tech rocket ship.

The market is finally realizing that infrared optics, missile systems, drones, and defense imaging aren’t temporary themes.

The question isn’t why $LPTH is up.

The question is whether Wall Street is still underestimating what’s coming next.

[NetProphett @netprophett]

$LPTH | Market Cap: $900M

Here’s why I think the market is underestimating it:

• LightPath operates in high-growth markets including defense, aerospace, infrared imaging, and industrial sensing—areas benefiting from increasing government and commercial investment.

• The company’s expertise in infrared optics and advanced imaging components gives it exposure to long-term trends like autonomous systems, AI-enabled sensors, and next-generation defense technologies.

• As a smaller company, even a handful of meaningful contract wins or successful product launches could have an outsized impact on revenue growth and investor sentiment.

• At roughly a $900M market cap, I think the market isn’t fully pricing in the potential upside if management executes and demand for electro-optical technologies continues to accelerate.

Headline Metric: 🛡️ Defense and aerospace have become one of LightPath’s fastest-growing end markets, helping drive record backlog and revenue opportunities.

Biggest risk: LightPath is a small-cap company with lumpy revenue, limited profitability, and execution risk. Delays in customer programs or contract timing could create significant volatility.

My thesis isn’t that LightPath is a sure thing—it’s that the upside could far outweigh the downside if the company capitalizes on the growing demand for advanced optical technologies.

[NetProphett @netprophett]

@pudgypenguins Pengu morning

[NetProphett @netprophett]

@Gunsberger Agreed. Can’t keep us investors waiting too long. Most will lose patience

[NetProphett @netprophett]

$IOVA is still one of the most misunderstood biotech stocks in the market.

• FDA-approved cell therapy already on the market
• Revenue growing rapidly ($71M in Q1, +45% YoY)
• FY2026 revenue guidance of $350 M-$370M
• Market cap only ~$2.1B after today

The stock ripped today, but the bigger question is:

If Iovance executes on commercialization and future indications, should this really be a $2.1B company?

[NetProphett @netprophett]

$IOVA | Market Cap: $1.8B

Here’s why I think the market is underestimating it:

• Iovance is the first company to bring an FDA-approved tumor-infiltrating lymphocyte (TIL) therapy to market, establishing a leadership position in a new class of personalized cancer treatments.

• The approval of Amtagvi gives the company a commercial product rather than just a clinical-stage pipeline, with opportunities to expand into additional cancer types and earlier lines of treatment.

• I believe TIL therapy has the potential to become an important treatment option for patients with solid tumors, one of the largest unmet needs in oncology.

• As manufacturing capacity expands and physician adoption grows, I think the market may be underestimating the long-term commercial opportunity for its cell therapy platform.

Headline Metric: 🏥 Amtagvi became the first FDA-approved TIL therapy for advanced melanoma, marking a significant milestone for both Iovance and the field of cell therapy.

Biggest risk: Commercial launches in biotech are rarely linear. Manufacturing complexity, physician adoption, reimbursement, and competition from other cancer therapies could all slow revenue growth. The company also remains dependent on successfully expanding beyond its initial indication.

My thesis isn’t that the launch will be perfect—it’s that if TIL therapy becomes a meaningful treatment for solid tumors, Iovance has a significant first-mover advantage that the market may not be fully appreciating.

[NetProphett @netprophett]

@Panthers_Pride Not a significant, singular reason. Probably just short covering, momentum, and best of all the market finally starting to price in the possibility that Amtagvi becomes a real commercial oncology franchise.

[NetProphett @netprophett]

$BOT gives public investors early access to potentially category-defining robotics companies before they go public, and when physical AI becomes the next major technology platform, the stock will benefit from both asset appreciation and investor enthusiasm for the theme.

[NetProphett @netprophett]

$BOT | Market Cap: $600M

Here’s why I think the market is underestimating it:

• RoboStrategy gives public market investors exposure to a curated portfolio of leading private robotics and physical AI companies—an asset class that has historically been difficult to access without venture capital.

• Rather than betting on a single robotics winner, the company offers diversified exposure to multiple private and public companies building autonomous robots, humanoids, and AI-powered automation.

• The long-term demand for robotics is being driven by labor shortages, AI advances, manufacturing automation, and logistics, creating a powerful secular growth tailwind.

• At roughly a $600M market cap, I believe the market may be underestimating the value of owning a public vehicle with access to high-profile private robotics companies.

Headline Metric: 🤖 RoboStrategy’s portfolio includes leading private robotics companies such as Figure AI, Apptronik, and DYNA Robotics, giving investors exposure that is typically reserved for venture capital funds.

Biggest risk: The company’s performance depends on the valuations and execution of its underlying portfolio companies, many of which are private and early stage. Robotics commercialization could also take longer than investors expect, leading to significant volatility.

My thesis isn’t that every robotics company will become the next NVIDIA—it’s that robotics and physical AI could be one of the defining technology trends of the next decade, and RoboStrategy offers a differentiated way to invest in that theme.

[NetProphett @netprophett]

Shhhhhh 🤫 BlackBerry isn’t a smartphone company anymore.

The market may be missing one of the most important infrastructure plays in Physical AI.

Why?

• QNX is already embedded in 275M+ vehicles.
• It’s used where software failure isn’t an option: autonomous driving, robotics, medical devices, aerospace, and defense.
• As AI moves from chatbots into robots and self-driving machines, every one of those systems needs a safe, real-time operating system.
• Nvidia builds the AI brain. QNX helps safely control the machine.
• BlackBerry also has nearly $1B in future QNX royalty backlog, providing long-term revenue visibility.

Everyone is focused on Generative AI.

BlackBerry is quietly positioning itself for Physical AI.

If QNX becomes the operating system powering autonomous vehicles, robots, and industrial automation, the market may eventually view $BB very differently.

[NetProphett @netprophett]

$BB | Market Cap: $7.1B

Here’s why I think the market is underestimating it:

• BlackBerry has successfully transformed from a smartphone company into a software business focused on cybersecurity and embedded automotive software.

• Its QNX operating system powers mission-critical systems in vehicles, making it a key player as cars become increasingly software-defined and autonomous.

• The company is streamlining operations and focusing on higher-margin software businesses, which I believe positions it for improved profitability over time.

• BlackBerry’s exposure to both cybersecurity and automotive software gives it access to two long-term secular growth markets.

Headline Metric: 🚗 BlackBerry’s QNX software is embedded in more than 255 million vehicles worldwide, making it one of the most widely deployed automotive operating systems in the industry.

Biggest risk: Growth has been inconsistent, and the turnaround is still a work in progress. BlackBerry faces intense competition in both cybersecurity and automotive software, and investors will need to see sustained revenue growth and margin expansion to justify a higher valuation.

My thesis isn’t that BlackBerry is going back to its smartphone days—it’s that the market may be overlooking the value of its automotive software leadership and the potential for a successful software turnaround.

[NetProphett @netprophett]

$VELO is very attractive to me at these prices especially with short interest at or near all time highs.

Velo3D has been evolving from a struggling 3D-printing company into a defense manufacturing platform. With 48% revenue growth, improving margins, new defense contracts, tripled production capacity, and management targeting positive EBITDA in H2, the next few quarters could fundamentally change how the market values the business.

This is one of my top 5 favorite stocks that I think will outperform long term.

[NetProphett @netprophett]

$VELO | Market Cap: $500M

Here’s why I think the market is underestimating it:

• Velo3D specializes in advanced metal 3D printing for mission-critical aerospace, defense, energy, and space applications—markets where performance matters more than cost.

• The company recently announced a major expansion that will more than triple its production capacity, positioning it to meet growing demand from defense and aerospace customers.

• As additive manufacturing shifts from prototyping to full-scale production, Velo3D has an opportunity to become a key supplier for next-generation industrial manufacturing.

• At roughly a $500M market cap, I think the market isn’t fully pricing in the upside if management executes and production scales successfully. The company’s recent inclusion in the Russell 3000 and Russell Microcap Indexes could also increase visibility among institutional investors.

Headline Metric: 📋 Velo3D ended 2025 with a $31M backlog, providing visibility into future revenue as defense and aerospace demand grows.

Biggest risk: Velo3D is still in the early stages of its turnaround. Profitability remains uncertain, customer concentration is a risk, and the business must prove it can convert production capacity into sustained revenue growth. Recent short-seller criticism also highlights the execution risks investors should consider.

My thesis isn’t that Velo3D is a sure thing—it’s that the potential reward outweighs the risk if additive manufacturing adoption accelerates and the company delivers on its growth plans.

[NetProphett @netprophett]

@RFazio17 In a crypto bull market, I think it could 10x from here and hit 0.06. It’s one of the few meme coins backed by a real consumer brand, massive community, and expanding ecosystem. The combination of brand recognition and momentum could send it far beyond today’s valuation IMO

[NetProphett @netprophett]

$IOVA with a strong showing today, compared to the rest of the market, for a couple reasons I believe.

Momentum after a strong recovery. IOVA has been climbing since its May earnings report as investors have become more confident in the commercial launch of Amtagvi, its FDA-approved TIL therapy for advanced melanoma.

Bullish analyst outlook. Wall Street remains constructive on the company despite earlier execution concerns. Many analysts still rate the stock a Buy and see significant upside if Amtagvi sales continue to ramp.

High short interest. IOVA has historically had a large short position, so when the stock gains momentum it can accelerate through short covering, amplifying daily moves.

The next major catalyst is likely to be:

Q2 earnings (expected in early August), where investors will focus on:

Amtagvi sales growth
Number of authorized treatment centers
Gross margin improvements
Whether management reiterates or raises its 2026 revenue guidance of $350–370 million.

I’d say IOVA is still largely a commercial execution story. If quarterly Amtagvi adoption exceeds expectations, the stock could continue rerating higher. If treatment center expansion or patient starts disappoint, the stock could remain volatile.

[NetProphett @netprophett]

$IOVA | Market Cap: $1.8B

Here’s why I think the market is underestimating it:

• Iovance is the first company to bring an FDA-approved tumor-infiltrating lymphocyte (TIL) therapy to market, establishing a leadership position in a new class of personalized cancer treatments.

• The approval of Amtagvi gives the company a commercial product rather than just a clinical-stage pipeline, with opportunities to expand into additional cancer types and earlier lines of treatment.

• I believe TIL therapy has the potential to become an important treatment option for patients with solid tumors, one of the largest unmet needs in oncology.

• As manufacturing capacity expands and physician adoption grows, I think the market may be underestimating the long-term commercial opportunity for its cell therapy platform.

Headline Metric: 🏥 Amtagvi became the first FDA-approved TIL therapy for advanced melanoma, marking a significant milestone for both Iovance and the field of cell therapy.

Biggest risk: Commercial launches in biotech are rarely linear. Manufacturing complexity, physician adoption, reimbursement, and competition from other cancer therapies could all slow revenue growth. The company also remains dependent on successfully expanding beyond its initial indication.

My thesis isn’t that the launch will be perfect—it’s that if TIL therapy becomes a meaningful treatment for solid tumors, Iovance has a significant first-mover advantage that the market may not be fully appreciating.

[NetProphett @netprophett]

@RFazio17 Love both. But I’d have to go with PENGU right now, considering how beaten down the coin is.

[NetProphett @netprophett]

$SRAD remains at a steady grind up with some great catalysts that I believe are still not valued properly.

World Cup betting activity remains extremely strong. The knockout rounds are generating massive global betting volume, which is a positive backdrop for Sportradar since it supplies data, odds, integrity services, and technology to sportsbooks. The market is increasingly viewing the World Cup as a major revenue catalyst.

Momentum in prediction markets. Sportradar’s recently announced partnership with Kalshi continues to receive positive attention from investors, as it opens another avenue for sports data monetization.

No new negative developments. After the April short-seller report and subsequent lawsuits, the stock has stabilized. With no fresh adverse headlines today, buyers appear willing to accumulate shares after the sharp decline earlier this year.

$SRAD is still trading well below its 52-week high of about $32, while Wall Street’s average price target remains around $21, implying meaningful upside if the company continues executing.

[NetProphett @netprophett]

$SRAD | Market Cap: $4.4B

Here’s why I think the market is underestimating it:

• Sportradar sits at the center of the rapidly growing global sports betting ecosystem, providing official data, integrity services, and technology to sportsbooks, leagues, and media companies.

• The company has long-term partnerships with many of the world’s biggest sports organizations, creating a strong competitive moat that’s difficult to replicate.

• As live betting continues to become a larger percentage of sportsbook handle, I believe demand for real-time data, pricing, and trading technology will continue to grow.

• Sportradar is already a profitable, cash-generating business, giving it the ability to invest in growth while returning capital to shareholders through share repurchases.

Headline Metric: 📊 Sportradar covered more than 1 million sporting events annually following its IMG ARENA acquisition while growing 2025 revenue 17% to a record €1.29B.

Biggest risk: Growth is tied to the health of the global sports betting industry and continued success in renewing exclusive league partnerships. Increased competition or changes in sports betting regulation could pressure margins over time.

My thesis isn’t that Sportradar is just another sports betting company—it’s that it’s becoming the infrastructure powering the industry. As sports betting expands globally, I believe the companies selling the “picks and shovels” may prove to be some of the biggest long-term winners.

[NetProphett @netprophett]

@Dansfera Agreed 🤝

[NetProphett @netprophett]

Great session for $RDDT with a 14% gain

A little bit of momentum rotation into growth stocks.

Strong fundamentals remain intact. Investors are still reacting positively to Reddit’s excellent Q1 results:
Revenue +69% year over year
Ad revenue +74%
126.8 million daily active users (+17%)
EPS of $1.01, well above expectations

Remains one of the biggest companies by Market Cap in my portfolio

[NetProphett @netprophett]

$RDDT | Market Cap: $33B

Here’s why I think the market is underestimating it:

• Reddit has one of the largest collections of user-generated content on the internet, creating a unique asset that’s increasingly valuable for AI training, search, and advertising.

• The company is still in the early stages of monetizing its user base through improved ad targeting, international expansion, premium products, and data licensing.

• Reddit has become a go-to destination for authentic product reviews, investing discussions, and niche communities—giving it a competitive advantage that’s difficult to replicate.

• As AI-driven search evolves, I believe Reddit is well positioned to benefit from both increased traffic and licensing opportunities, while continuing to grow its advertising business.

Headline Metric: 👥 Reddit reached more than 120 million daily active unique users in early 2026, highlighting the continued growth of one of the internet’s largest community platforms.

Biggest risk: Reddit’s valuation already reflects meaningful growth expectations. Slower user growth, weaker advertising demand, increased competition, or changes in how AI companies access user-generated content could pressure future returns.

My thesis isn’t that Reddit is just another social media company—it’s that the platform has evolved into one of the internet’s most valuable repositories of human knowledge and discussion, with multiple avenues to monetize that advantage over the next decade.

[NetProphett @netprophett]

Three themes I am bullish on that I think will outperform long term:

1. Physical AI: $BOT $MBLY $BB
2. Biotech AI: $ABCL $RXRX $TEM $IOVA
3. Space: $ASTS $VELO $ASTI

[NetProphett @netprophett]

Imagine being European right now.

You spend a month counting down to the World Cup.

Then a heatwave hits. You remember your country still thinks air conditioning is an unnecessary luxury.

So you’re watching the matches in a 400 sq ft apartment. One friend is sitting on the washing machine. Another is standing in the kitchen because there’s literally nowhere else to go.

Spain ties to Cape Verde (who?)
Then Germany eliminated by Paraguay.
The Netherlands eliminated by Morocco.
England ALMOST eliminated by DR Congo.

No A/C. No space. No football giants left (Except France) in the sport you have dominated for decades.