Pradeep Bhatia

US Army veteran, Option Seller Tqqq
Sharing Wealth, Wisdom, And Motivational Tips

[Pradeep Bhatia @pbhatia4]

The $SPCX IPO is going to be a madhouse.

So many ways to play the SpaceX IPO.

1️⃣ $GOOGL : Owns ~6% of SpaceX
2️⃣ $TSLA: Owns ~19 million shares (nearly $2B stake)

Why wait for the IPO when you can buy the companies that already own it? 🚀

[Pradeep Bhatia @pbhatia4]

NVIDIA ANNOUNCES DIVIDEND INCREASE OF 2,400% FROM $0.01 TO $0.25 WOW 🔥

$NVDA

[Pradeep Bhatia @pbhatia4]

NVIDIA
$NVDA
Q1 Earnings

Earnings Beat
Adj. EPS: $1.87 (beat $1.76 est.)
YoY: ↑ 139.74% (from $0.78)
Revenue Beat

Sales: $81.615B (beat $78.796B est.)
YoY: ↑ 85.23% (from $44.062B)

[Pradeep Bhatia @pbhatia4]

NVIDIA 1Q DATA CENTER REVENUE $75.2B, EST. $73.48B

NVIDIA 1Q REV. $81.62B, EST. $79.19B

$NVDA

[Pradeep Bhatia @pbhatia4]

INTUIT $INTU
JUST REPORTED Q3 EARNINGS AND ANNOUNCED A 17% WORKFORCE CUT

-Revenue: $8.56B vs $8.61B est 🔴
- Adj EPS: $12.80 vs $12.60 est 🟢
- Net income: $3.06B -
-Q4 revenue growth guided to 11-12%

[Pradeep Bhatia @pbhatia4]

$INTU
Q3 EARNINGS HIGHLIGHTS
🔹 Revenue: $8.6B (Est $8.54B) 📷; +10% YoY

[Pradeep Bhatia @pbhatia4]

Earnings tickers :
$NVDA
$ELF
$INTU
$ENS

[Pradeep Bhatia @pbhatia4]

$OKLO
𝐎𝐤𝐥𝐨: 𝐂𝐚𝐬𝐡 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐑𝐢𝐬𝐞𝐬 𝐭𝐨 $𝟐.𝟓𝐁 𝐀𝐬 𝐍𝐮𝐜𝐥𝐞𝐚𝐫 𝐄𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧 𝐂𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 📊
𝐑𝐞𝐬𝐮𝐥𝐭𝐬 • Adj. EPS: -$0.18 (Est. -$0.18) 📷•
Net loss: $33.1M •
Cash used in operating activities: $17.9M •

[Pradeep Bhatia @pbhatia4]

$OKLO
Oklo Publishes First Quarter 2026 Financial Results and Business Update

[Pradeep Bhatia @pbhatia4]

10. $PLTR | Palantir - 52.0%
11. $FPS | Forgent Power - 49.9%
12. $ALAB | Astera Labs - 47.7%
13. $AVGO | Broadcom - 46.8%
14. $AMD | AMD - 42.4%
15. $NVDA | Nvidia - 39.1%
16. $FTAI | FTAI Aviation - 38.3%
17. $RKLB | Rocket Lab - 37.8%
18. $RHM | Rheinmetall - 36.6%
19. $BESI |

[Pradeep Bhatia @pbhatia4]

1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CRDO | Credo Technologies - 96.6%
4. $CRWV | CoreWeave - 94.2%
5. $SNDK | SanDisk - 80.2%
6. $LITE | Lumentum - 70.2%
7. $HXSCL | SK hynix - 68.7%
8. $BE | Bloom Energy - 67.0%
9. $MU | Micron - 62.6%

[Pradeep Bhatia @pbhatia4]

$CRWV Q1 EARNINGS

• Revenue $2.08B vs Est. $1.97B
• EPS ($1.40) vs Est. ($0.92)
• EBITDA $1.16B vs Est. $1.14B
• Backlog: $99.4B
• Total Contracted Power: ~3.5

[Pradeep Bhatia @pbhatia4]

$AAOI
Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $151.1M (Est. $156.98M) 🔴
🔹 EPS: $(0.07) (Est. $(0.05)) 🔴

Q2 2026 Guide:
🔹 Revenue: $180M-$198M (Est. $192.6M) 🟡
🔹 EPS: $(0.03)-$0.03 (Est. $0.07) 🔴

[Pradeep Bhatia @pbhatia4]

$IREN DOUBLE BEAT

EPS $1.08 vs $0.15 estimate. Revenue $240M Vs $236.84M

[Pradeep Bhatia @pbhatia4]

@smartertrader Do you have promotion for disabled US Army veteran? I heard amazing things about you.

[Pradeep Bhatia @pbhatia4]

Growth Names to own for the next 5 years

AI
1 $NBIS
2 $IREN
3 $CIFR
4 $ALAB

Space
1 $FLY
2 $RKLB
3 $SATL
4 $PL

Defense
1 $ONDS
2 $OSS
3 $PLTR

Optics
1 $AAOI
2 $LWLG
3 $AXTI
4 $LITE
5 $MRVL
6 $CRDO
7 $LPTH

Energy
$AMPX
$TE
$EOSE

Fintech $LMND

Quantum $IONQ

[Pradeep Bhatia @pbhatia4]

Rare Earths ~ $USAR, $MP, $CEG

Space ~ $RKLB, $PL, $ASTS, $LUNR

Chips ~ $AMZN, $AMD, $GOOGL, $TSM

AI Infrastructure ~ $CRWV, $NBIS, $ADUR, $CIFR

Defense ~ $ONDS, $PLTR

[Pradeep Bhatia @pbhatia4]

4. FOUNDRIES

$TSM — Manufactures advanced AI + photonic chips at global scale
→ Current: ~$410 | PT: $500

$TSEM — Specialty analog + photonics foundry for optical chips
→ Current: ~$200 | PT: $240

[Pradeep Bhatia @pbhatia4]

price targets 1 year from now:

1. MATERIALS & WAFERS

$AXTI — Enables indium phosphide wafers for ultra-fast optical chips
→ Current: ~$76 | PT: $130

$WOLF — Silicon carbide boosts efficiency, reduces heat in AI systems
→ Current: ~$32 | PT: $44

[Pradeep Bhatia @pbhatia4]

3. LASERS

$LITE — Lasers + optical interconnects powering hyperscaler AI clusters
→ Current: ~$875 | PT: $1200

$LASR — Industrial + photonic lasers enabling chip manufacturing precision
→ Current: ~$76 | PT: $110

$SMTC Optical powersignal in AI system Current: ~$110 | $180

[Pradeep Bhatia @pbhatia4]

$AMAT — Deposition + etch tools build photonic integrated circuits
→ Current: ~$420 | PT: $520+

$LRCX — Precision wafer processing = yield + scale for AI hardware
→ Current: ~$280 | PT: $360