Nucmeadows1

[Kastriot @kastriooot8]

🚀 BIG NEWS for $LAES ❗️ SEALSQ Corp is taking cybersecurity to outer space! 🌌

• Starting Q4 2026, the first "Quantum Spatial Orbital Cloud" satellite will launch aboard a @SpaceX rocket. 🦅
• 🧠 The Goal: An unhackable quantum security network in Earth's orbit, powered by SEALSQ’s proprietary PQS chips & Post-Quantum Cryptography.
• 🎯 Up to 100 satellites planned by 2033. After 21 successful test satellites, commercial scaling is officially underway. Wall Street analysts remain highly bullish. 📈
• This is the future of cloud security. Long-term play! 💎🙌

$LAES Price Tatget: 30$ (1000% upside)‼️📈

#SEALSQ #LAES #SpaceX #QuantumComputing #CyberSecurity #SpaceTech

[InvestmentGuru @InvestmentGuru_]

5 Long-Term Growth Stocks Worth Watching on Pullbacks

$NOK
Quietly transforming into a high-margin technology business. AI and cloud demand is driving 20%+ growth in its Optical Networks segment, gross margins are expanding, and JPMorgan just raised their price target to $21. The market is starting to notice.

$BB
Forget the phone company. This is a pure software business with 76% gross margins. QNX is embedded in over 255 million vehicles and is now being positioned as the safety-certified backbone for robotics and Physical AI. FedRAMP re-certification keeps it locked into U.S. government critical infrastructure.

$SIVEF
Opportunity pipeline just hit ~$800M — up 77% in 5 months. Multiple product ramps in 2027 across AI datacenter lasers, automotive LiDAR, and SATCOM. CHIPS Act contract secured. US dual-listing in preparation. Northland named it a top 2026 pick in photonics coverage. This one is still flying under the radar for most investors.

$TE
High risk. High reward. TE doubled from $5 to $12 before pulling back hard into the $8s — classic momentum reset. Revenue is growing, they just acquired KORE Power for battery energy storage exposure, and the energy transition thesis is intact. Position sizing is everything here.

$POET
The $50M Lumilens purchase order (scalable to $500M over 5 years) validates the commercial thesis. 800G production ramp starting Q3 2026. Strategic partnership with $SIVEF to combine DFB lasers with the Optical Interposer platform for co-packaged optics. Down ~27% from its 52-week high — but the story is getting stronger, not weaker.

The question isn’t whether these sectors grow — AI infrastructure, photonics, energy transition, and Physical AI are all multi-decade themes.

The question is whether you’re positioned before the next leg up.

What’s on your buy watchlist right now? 👇

Not financial advice.

[Nucmeadows1 @nucmeadows]

@sunmoonbuffalo @mistressdivy I bought several hundred shares during COVID at $2-3/share and held it.

[LEAPTRADER @LEAPTRADER_]

$NOK just made a big move to bring smarter AI into phone and internet networks.

Imagine the massive web of cables, routers, and equipment that powers your phone calls, texts, and streaming videos. That’s run by big companies called telcos (think AT&T or Verizon).

Keeping these huge systems running smoothly is super complicated. Nokia just added a new kind of AI “agent” system to their main management software for IP networks. These AI agents are like helpful digital assistants that can:

✅ Look at live, up-to-date info about how the network is connected, what’s configured, and any recent changes

✅ Think through problems step-by-step

✅ Suggest or take safe fixes but only within strict rules set by the network operators, so nothing risky happens

On top of this, Nokia has other good momentum going: upgrading big 5G networks (like with Indosat), new security tools, and even a partnership with a satellite company (ICEYE) that could help with defense and intelligence tech.

[Patient Investor @PSInvestor]

𝗧𝗵𝗲 𝘀𝘁𝗿𝗲𝗲𝘁 𝗶𝘀 𝗿𝗲𝗹𝗮𝗯𝗲𝗹𝗶𝗻𝗴 $NOK 𝗳𝗿𝗼𝗺 𝘁𝗲𝗹𝗲𝗰𝗼𝗺 𝗹𝗮𝗴𝗴𝗮𝗿𝗱 𝘁𝗼 𝗔𝗜 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝗽𝗹𝗮𝘆.

June 12, 𝗝𝗣𝗠𝗼𝗿𝗴𝗮𝗻: Overweight, $21 PT (from $14, +50.0%)
June 11, 𝗖𝗙𝗥𝗔: $22 PT, new street high
June 11, 𝗡𝗼𝗿𝘁𝗵𝗹𝗮𝗻𝗱: Outperform, $20 PT (from $13, +53.8%)
June 11, 𝗕𝗮𝗻𝗸 𝗼𝗳 𝗔𝗺𝗲𝗿𝗶𝗰𝗮: EUR 14.40 PT (from EUR 11, +30.9%, Helsinki listing)

𝗙𝗼𝘂𝗿 𝗳𝗶𝗿𝗺𝘀 𝗶𝗻 𝘁𝘄𝗼 𝗱𝗮𝘆𝘀, 𝗮𝗹𝗹 𝗽𝗼𝗶𝗻𝘁𝗶𝗻𝗴 𝗮𝘁 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝘁𝗵𝗶𝗻𝗴: 𝗼𝗽𝘁𝗶𝗰𝗮𝗹.

[TipRanks @TipRanks]

⚡️Nokia $NOK price target raised to $21 from $14 at JPMorgan

JPMorgan analyst Sandeep Deshpande raised the firm's price target on Nokia to $21 from $14 and keeps an Overweight rating on the shares.

Nokia reported EUR 1B in AI and cloud orders in Q and suggested the orders were mostly optical related, the analyst tells investors in a research note.

The firm believes the company's "strong" product line-up will position it at the leading edge in the optical market. With Nokia's own indium phosphide fab capacity coupled with its own packaging capability, the company has positioned its optical business for significant order and sales growth into 2027 with orders likely to accelerate in 2026, contends JPMorgan.

[Marc Lehman @markflowchatter]

JP Morgan out +ve on Nokia $NOK , price target raised to $21 Mentions a undisclosed win at Google in the Data Center space.

The strong product line-up will position Nokia at the leading edge in the optical market. With Nokia’s own Indium Phosphide fab capacity coupled with its own packaging capability, Nokia has positioned its optical business for significant order & sales growth into 2027

New wins in Datacenter switching add another leg to Nokia's growth:
"We know from the company’s guidance that they won other hyperscaler/s as customers. Google $GOOGL has been talked of as a likely customer of Nokia’s switch products for over a year and they could be one of the new hyperscalers that the company has won business at. It is possible there are one or more other customers for the business"

[Rich Peter @peterli34923561]

$NOK --- In 2026, $NOK has completely reinvented itself as Wall Street’s red-hot “AI infrastructure rising star”, driven by explosive growth in its AI optical networking and data center communications infrastructure businesses.

In its previously released Q1 2026 earnings, Nokia unexpectedly jacked up its full-year net sales growth forecast for Network Infrastructure to 12%–14%. Most notably, it lifted full-year 2026 growth for its core optical and IP networking businesses straight to 18%–20%. Management also revealed that profitability is trending steadily toward the upper end of its previously guided €2.0–2.5 billion full-year operating profit target.

In June 2026, Nokia officially signed a massive nationwide contract with Indonesian telecom giant Indosat Ooredoo Hutchison. The deal will not only see Nokia deploy large-scale low-band and mid-band 5G modernization networks across Indonesia, but also includes the world’s first commercial pilot of its industry-leading “AI-integrated unified network architecture” before the end of 2026.

On the technology front, Nokia unveiled a revolutionary upgrade to its Network Services Platform (NSP), embedding a native Agentic AI framework designed to enable fully autonomous, “self-driving” operation for complex multi-vendor IP networks. The system is set to be fully commercially available by the end of 2026, and paired with its newly launched Deepfield Genome Shield network security tool, is expected to drive a significant uplift in its software segment gross margins.

[InvestmentGuru @InvestmentGuru_]

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.

[Path of Men @PathOfMen_]

Masturbating daily is the worst habit a young man can have. 3 seconds of pleasure in exchange for the day of low energy, brain fog, zero motivation and a nervous system running on empty. People treat it like it is harmless but your nervous system is not an unlimited resource. You drain it repeatedly and it shows up everywhere — in your mood, your drive, your confidence, your ability to focus. You are essentially borrowing from tomorrow to feel nothing much today. The interest rate on that loan is way too high.

[Path of Men @PathOfMen_]

Quitting porn will change your life. I promise.

[Mike Investing @MrMikeInvesting]

The AI bubble pop is coming…

Not this year, but in 2027 it’ll happen.

S&P 500 is currently literally mirroring the dot-com bubble of 2000.

Expect $SPY to put a top in Q1 27’ & from there a total collapse.

Be prepared for what’s coming.

This will be my one & only warning…

[Lance Teren @LanceTeren]

WHICH QUANTUM COMPANY DOES THE MOST GOVERNMENT WORK?

I was curious to see the rankings as government/military work will be the biggest near term revenue for quantum and I believe main long term case as well. while deep diving with grok, here were the top 3.

1. $INFQ
-US Department of Defense (DoD)
-US Army, US Navy, DARPA, Missile -Defense Agency (SHIELD IDIQ)
-Department of War systems.
-US Department of Energy (DOE)
-ARPA-E
-Sandia National Laboratories
-Lawrence Berkeley National Laboratory
-Fermi National Accelerator Laboratory
-Argonne National Laboratory, National -Laboratory of the Rockies.
-NASA: Direct collaborations and systems (including quantum gravity sensor in space)
-US Department of Commerce: CHIPS programs
-UK Government: Royal Navy and broader engagements.

2. $IONQ
-US Department of Defense (DoD)
-Air Force Research Laboratory (AFRL) -DARPA, national security community.
-US Department of Energy (DOE): Oak -Ridge National Laboratory
-Applied Research Laboratory for Intelligence and Security
-US Department of Commerce: CHIPS-related ecosystem support

3. $IBM
-US Department of Commerce: CHIPS for quantum foundry
-US Department of Energy (DOE)
-DARPA: Quantum Benchmarking Initiative (QBI)
-NIST (Department of Commerce):
-Broader federal: Decades of R&D support across agencies, including DoD ecosystem ties via labs and initiatives.

$INFQ $IONQ $IBM

[Mike McClure Jr. @PastorMikeJr]

Choosing not to argue with people who are committed to misunderstanding you is self care.

[KingMaker$Enterprises @KingMakerIQ]

(Source: stickmaninvests)
📸

[Carlos Creus Moreira @CreusMoreira]

SEALSQ is focused on building the Quantum Super Highway, interconnecting the world’s leading post-quantum technology hubs and creating a secure ecosystem for the next generation of digital infrastructure. As part of this vision, SEALSQ is actively supporting as investor and technology provider the development of Quantix Edge Security’s €40 million Semiconductor Design, Personalization and Cybersecurity Center in Murcia, Spain, a strategic facility dedicated to post-quantum technologies, AI, cybersecurity, RISC-V systems, and secure semiconductors for critical sectors including defense, critical infrastructure, automotive, and IoT.

The Murcia center is expected to generate hundreds of highly qualified jobs and strengthen Europe’s technological sovereignty in semiconductors and cybersecurity. By connecting innovation hubs across Europe, the Middle East, Asia, and the Americas, the SEALSQ Quantum Super Highway is helping position Spain as one of the leading European pillars of the post-quantum revolution, accelerating the development of secure digital identities, trusted semiconductors, satellite communications, and quantum-resilient infrastructure.

From Murcia to the world, SEALSQ is building the foundations of a trusted post-quantum future. https://t.co/OKjNeHmVmg

[KingMaker$Enterprises @KingMakerIQ]

(Source: letstalkstocks_)
📸

[Value Investing Edge @StonkValue]

10 stocks with the strongest earnings cycle:

1. $ONDS | Ondas Holdings
2. $HPE | Hewlett Packard Enterprise
3. $BE | Bloom Energy
4. $NBIS | Nebius Group
5. $IONQ | Ionq Inc.
6. $CRDO | Credo Technology
7. $PLTR | Palantir Technologies
8. $IBRX | Immunitybio Inc.
9. $SNDK | SanDisk Corp.
10. $AMPX | Amprius Tech Inc.

[Mike Investing @MrMikeInvesting]

President Trump has literally been telling you to buy AI themed names…

These are the 5 layers of AI that you need to be invested in:

1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Compute~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Neo-Cloud ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models - $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications - $PLTR, $TSLA, $NOW, $SNOW, $CRM

The AI themes expansion over the next 6 months will be life changing for many.

Don’t miss out…

[Pastor West @Pastor__West]

during your prayers say “in Jesus’s name I rebuke every voice in my head that isn’t yours.”

Genuinely I could cry that’s so good. 🥹