XBEN

| High growth stock investor |

| Currently $ONDS $GLXY $ASTS |

[XBEN @xbenuk]

@Bobdog1922 Finally... Just needs to continue to update us on helios + hopefully new partner for the other 800mw

[XBEN @xbenuk]

@shane80941270 @UKsterlings Better late than never mate!

[XBEN @xbenuk]

@Ellis8772678531 About 15-20% and my biggest position atm

[XBEN @xbenuk]

@thestockmarkett Big W, little at a time adds up mate

[XBEN @xbenuk]

@Bobdog1922 Send it 🤷🏻‍♂️

[XBEN @xbenuk]

@datacentredanny Goat

[XBEN @xbenuk]

Smoked earnings $RDDT

[Wall St Engine @wallstengine]

$RDDT Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $663M (Est. $609M) 🟢; +69% YoY
🔹 EPS: $1.01 (Est. $1.09) 🔴; +677% YoY
🔹 DAUq: 126.8M (Est. 126.7M) 🟢; +17% YoY
🔹 ARPU: $5.23; +44% YoY

Q2 2026 Guide:
🔹 Revenue: $715M - $725M (Est. $714M) 🟢; +43% to +45% YoY
🔹 Adjusted EBITDA: $285M - $295M

Segment Performance:
🔹 U.S. Revenue: $526M; +67% YoY
🔹 International Revenue: $138M; +76% YoY
🔹 Advertising Revenue: $625M; +74% YoY
🔹 Other Revenue: $39M; +15% YoY

Other Metrics:
🔹 Adjusted EBITDA: $266M; +131% YoY
🔹 Adjusted EBITDA Margin: 40.1%
🔹 Total Fully Diluted Shares Outstanding: 206.4M; +0.2% YoY

Financials:
🔹 Gross Margin: 91.5%
🔹 Net Income: $204M
🔹 Net Margin: 30.7%
🔹 Adjusted EBITDA: $266M
🔹 Adjusted EBITDA Margin: 40.1%
🔹 Operating Cash Flow: $312M; +145% YoY
🔹 Free Cash Flow: $311M; +146% YoY
🔹 Cash, Cash Equivalents & Marketable Securities: $2.771B

Commentary:
🔸 “Reddit is a one-of-one business powered by deeply engaged communities and authentic human conversation.”

🔸 “That foundation is driving a rare combination of growth, profitability, and efficiency, and giving Reddit a unique advantage in the age of AI.”

[BMSInvests @BMSInvests]

$ONDS

Here it is..

The biggest piece of research I’ve ever done and the most amount of work I’ve ever put into one post.

The ENTIRE public staff directory of $ONDS and EVERY single one of its acquisitions.

Nearly 400 members of staff, their job titles and, most importantly, their career backgrounds.

The talent stacking from $ONDS the last 12 months has been insane. IDF, IAF, US Army, Elbit, Rafael, Raytheon..the list goes on and on.

I hope you enjoy reading through this insane list of talent, just as much as I enjoyed compiling it for you all.

This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated.

CC: @ive_m5 @itschrisray @bodoxstocks @YoYInvestor @CeoOndas

[Serenity @aleabitoreddit]

Wow, $RDDT just posted an absolute blowout quarter.

-> $663M revenue (69% growth Y/Y) vs. ~$608M consensus.
-> $1.01 EPS reported vs. $0.6 consensus (68.3% beat).
-> 91.5% gross margins.
-> Q1 GAAP net income was $204M. This is probably the most important figure for true profitability since it includes SBC.

Next quarter they projected, $715M to $725M revenue growth with $285 million to $295 million adjusted EBITDA.

Reddit looks like a literal, high growth money printer. (Disclosure: I do have Reddit positions.)

Expect a lot of chart volatility from short term option flows.

But fundamentally, if you look at Reddit earnings without the noise, Reddit money printer go brrr.

[Evan Trades @evan__trades]

“We believe it is a $100 stock” $GLXY

[XBEN @xbenuk]

@NicolasFlamelX Facts, was snapping it up at $17 recently

[XBEN @xbenuk]

@Jake__Wujastyk @CeoOndas Too many paper hands, HODL

[Chart Wave Investing @ChartWaveInvest]

$GLXY
Institutions taking advantage of price falling to the value area and weekly 200WMA

[Rich LoPresti @RichLoPresti]

I mean… did you listen to the $GLXY conference call. In a few short months, you’ll have a new tenant for 800+ mw of power at Helios … you really think they can’t find a longterm tenant? 👀👇🏼

[XBEN @xbenuk]

@Bobdog1922 Ofc it will, buy the dip

[Galaxian @khawar19884]

@Hedgeye The company $GLXY that delivered the datacenter on time, is fuked up while the ones delayed or cancelled are ripping higher.

[XBEN @xbenuk]

@Hedgeye $GLXY

[Galaxy @galaxyhq]

Helios Data Center Campus. West Texas.

✅Operational.

Stay tuned.

[XBEN @xbenuk]

@RealDrewFerrell @YoYInvestor 😭 always those little dweebs who come out when it's red 🤝 respect