Neon68

$ATOM been focusing on this after the Highest Volume Ever

We have some big names next week: 👇 $IREN $PLTR $AMD $MSTR $UBER $SHOP $PYPL $ARM $COHR $MCD

@UncleAlpha007 @Raunav410657 $CGEH? is this the symbol?

$CGEH is the next $BE $GEV. No company is better positioned for $NVDA 800V architecture and no other company has the capacity now. Awesome substack write up by @Raunav410657 (might be a Monarch Investment professional). Deeply undervalued on current financial profile and if they get a 50MW+ DC customer, this has the makings 10x(+). x.com/rubicon59/stat…

@GoldmanSpacs_ $CGEH? is this the symbol? cant find it

$CGEH Long term port

5 Stocks Totally @aleabitoreddit Taste 🔥 If you know me, you know I hunt for under-the-radar names with serious asymmetric upside. Here are the five I’d happily hold for the next few years - all flying way below most investors’ radar but sitting in massive secular tailwinds: $FIPP – Frontier IP / 2D Photonics Deep-tech investor with a 9.1% stake in 2D Photonics (graphene-based photonic chips). Just scored €211M EU-backed funding to solve AI data bottlenecks with ultra-high-speed, low-power optical I/O, game-changing for datacenters and HPC. $MRAM – Everspin Technologies The world’s leading maker of MRAM - ultra-reliable, radiation-hard, non-volatile memory that never forgets data. Perfect for data centers, automotive, aerospace and mission-critical systems. $FTI – Filtronic Specialist in high-performance RF, microwave and mmWave components & subsystems. Powers space, aerospace/defense, 5G/6G telecom and SATCOM infrastructure - flying under the radar but critical for next-gen comms. $AOSL – Alpha and Omega Semiconductor High-performance power semiconductors (MOSFETs, SiC, GaN, power ICs) quietly winning big in AI servers, data centers, EVs and industrial applications. $SVCO – Silvaco Group Essential TCAD, EDA software and silicon IP that chip designers and foundries use to simulate and build next-gen chips - from photonics and power devices to automotive and 5G/6G.

$MXL with one of the craziest charts in the entire market +333% over the past four weeks +125% since reporting earnings since Thursday 😂 Highest daily and weekly close ever today.

$AMBQ is a recent small-cap edge AI IPO One of my followers mentioned the name in my comment section. Haven't done any DD yet But it seems like the sort of thing that could work in current environment haha Will dig deeper into it this weekend

$PENG ... in the right group...

$IREN CALL FLOW INSANE: BIG BOYS KNOW SOMETHING. ✅

*CEREBRAS SYSTEMS IS SAID TO TARGET UP TO $4 BILLION IN US IPO Chipmaker $CBRS is starting their formal IPO marketing on Monday – looking to raise $4B at a $40B valuation. OpenAI-backed chipmaker has been called the “Nvidia Killer” by the media. This should be a pretty crazy IPO

5.1 美股标的观察 - AI 执行栈重估，Agentic AI 周期可以买什么？ 1、Bandwidth (Ticker: $BAND): AI Voice Agent 的底层通信网络 （1）业务定位 Bandwidth 是企业语音、短信、号码管理和 emergency calling 的通信 API / 网络基础设施公司；随着 AI agent 一旦从“聊天”进入“打电话、发短信、做客服、做验证”的执行阶段，底层 voice rail 和 communication orchestration 会成为真实用量入口。 （2）核心要点 BAND 的盈利大头来自 cloud communications usage，尤其是企业语音、全球语音计划、短信和 emergency services。它不是纯 SaaS，而是“通信流量 + 企业集成 + Maestro 编排软件”的混合模式。公司已经实现正 adjusted EBITDA 和自由现金流，不再是纯烧钱小票；仍有债务和可转债结构，但近年通过回购债券和股票回购，财务风险较此前下降。 BAND 最大优点是 owned-operated voice network 和企业级语音可靠性，尤其适合 AI voice agent、contact center、金融/医疗等需要稳定通话和合规通信的场景。竞品里 TWLO 更强在应用层和开发者生态，BAND 更像底层网络和语音执行层。 （3）事件驱动 Q1 财报后公司上调 2026 收入和 adjusted EBITDA 指引，同时 Salesforce 选择 Bandwidth 作为 Agentforce Contact Center 的关键 voice / messaging infrastructure partner；IDC 也将其列为 Communications Engagement Platforms Leader。 这些事件把 BAND 从传统 CPaaS 小票重新推向 AI contact center / AI voice infrastructure 叙事。 （4）TAM 估算 BAND 的 TAM 应围绕企业 cloud voice、AI contact center、CPaaS voice / messaging、RCS、emergency calling 和通信编排软件估算。中期看，若 AI voice agent 在金融、医疗、客服、保险、酒店和企业 SaaS 中量产，可服务 TAM 约 180–250 亿美元。BAND 2026 收入指引约 9 亿美元，若依靠语音网络和 Maestro 获得 6–8% 有效份额，中期收入能力约 11–20 亿美元；按 2.5–4x sales，对应中期市值约 30–80 亿美元。 终局看，如果 AI voice 成为 agentic workflow 的默认执行层，底层 voice / messaging / orchestration 市场可扩至 450–650 亿美元。BAND 若在大型企业和 CCaaS/UCaaS 生态中维持 5–7% 份额，终局收入潜力约 23–45 亿美元；若 EBITDA margin 稳定在 20%+，理论终局市值可参考 80–180 亿美元。 （5）市场观点 @anitaoh8 指出（x.com/anitaoh8/statu…），Band 是 AI-driven cloud communications 的受益标的，原交易区间在 22–27 美元，但财报后单日上涨 52%，旧买卖点已失效。该观点的核心在于把 BAND 定义为 Agentforce / AI contact center 背后的底层通信 API 受益方。 （6）交易思考 约 13 亿美元市值，暴涨后不追，首选等回踩 $31–33 建头仓，若回到 $28–30 可加仓，若价格持续突破并伴随放量站稳 $38 可追涨。 三、Twilio (Ticker: $TWLO): Agentic AI 的客户通信平台 （1）业务定位 Twilio 是企业短信、语音、邮件、验证、客服和客户数据 API 平台；市场开始关注 TWLO，是因为 AI agent 要真正替企业触达用户、做客服、发通知和完成身份验证，必须调用 TWLO 这类多渠道 communication + customer data 执行层。 （2）核心要点 TWLO 的盈利大头来自 usage-based communications，包括 messaging、voice、email、verification，以及围绕 Segment 的客户数据和营销自动化。它的收入随企业数字交互量增长，AI 时代的变化是，Voice AI、RCS、智能客服和个性化触达，可能把传统通信 API 重新定价为 customer engagement infrastructure。 公司已经完成盈利拐点。2025 年实现 GAAP 盈利，并产生接近 10 亿美元自由现金流；资产负债表较强，现金和有价证券充足，短期债务压力较低。相较 BAND，TWLO 最大优点是规模、开发者生态、多渠道 API、Segment 数据层和平台化能力，更适合承接“AI agent 需要理解客户并跨渠道触达客户”的叙事。 （3）事件驱动 Q1 2026 是本轮重估核心催化，公司收入增长重新加速、GAAP operating income 明显改善、DBNER 提升，并上调全年收入增长和自由现金流指引。 财报后股价大涨，市场开始把 TWLO 从“被 AI 替代的软件公司”重新定价为“agentic AI customer engagement infrastructure”。 （4）TAM 估算 TWLO 的 TAM 应围绕企业 messaging / voice / email / verification、AI contact center、RCS、customer data platform、journey automation 和 AI voice agent infrastructure 估算。中期看，若企业将客服、营销、身份验证和交易通知自动化，TWLO 可服务 TAM 约 900–1200 亿美元。公司 2026 revenue run-rate 已接近 58 亿美元，若凭借平台规模、Segment 数据层和 AI voice / RCS 产品提升至 7–9% 有效份额，中期收入能力约 63–108 亿美元；按 4–6x sales，对应中期市值约 350–650 亿美元。 终局看，如果 AI agent 成为企业 customer engagement 的默认入口，通信、身份、客服、营销和数据编排可形成统一 programmable engagement layer，TWLO 可服务市场可扩至 1800–2500 亿美元。若 TWLO 维持 8–11% 有效份额，终局收入潜力约 144–275 亿美元；若自由现金流率维持 20%+，理论终局市值可参考 800–1800 亿美元。 （5）市场观点 @alphaticaio 指出（x.com/alphaticaio/st…），TWLO Q1 证明此前 bullish 判断兑现，重点不是单纯 revenue beat，而是 GAAP operating income、non-GAAP EPS、DBNER 和收入/毛利增长同步改善，说明 turnaround 进入财务兑现阶段。 @LivyResearch 指出（x.com/LivyResearch/s…），Q1 可能是 TWLO AI transformation 的拐点，AI-driven voice / messaging、FCF buyback、SBC 下降和 2027 operating income 目标能见度提升，共同支持进一步 re-rate。 （6）交易思考 约 270 亿美元市值，若回补到 $155–160 可加仓；Q2 财报前后核心看 AI Voice、DBNER 和 FCF 指引是否继续上修。 $BAND $TWLO

$BAND stock surged 46% yesterday. Bandwidth reported Q1 2026 revenue of $209M, up 20% YoY, beating the $201.6M consensus. EPS of $0.38 beat the $0.29 forecast by 31%. Management positioned the company as “the mission-critical foundation for the AI-driven enterprise,” with customers deploying agentic AI into live production workflows via their Maestro platform. This is making me consider paying for @citrini sub… just maybe…

#earnings for the week of May 4, 2026 earningswhispers.com/calendar $PLTR $AMD $SHOP $LITE $COHR $ANET $APP $AFRM $OXY $DVN $GILD $FN $MCK $DOCN $ALSN $CGNX $OUST $ADCT $VNOM $AEP $MPC $GCT $CVE $DVA $AEIS $ABNB $DD $WMB $BUD $EXPE $CF $PSTL $ICHR $DAVE $ADEA $PLOW $WBI $WPM $HSBC $HRTG $RPAY $LFUS $ECG $IPGP $SHC $MATX $NJR $ALGM $MAR $SARO

$MXL is the bull!!

1974. Johan Cruyff brings Total Football to the world stage. Unforgettable number 14, Cruyff Turn that changed history, and the Netherlands who played football like an art. Even though the trophy did not return to Amsterdam, Cruyff is still the king in the hearts of millions of football lovers.

$AOSL is one of my favorite small-cap semis Power theme. Strong group that includes $STM $ON $VICR $POWI $ADI $MPWR (others I'm probably forgetting) Strong chart. Ripped on big volume. Tight flag. Looks sendy. Earnings next week though.

High frequency trading has transformed Wall Street into a universe of algorithms. No other firm captures this digital upheaval quite like Jane Street. Many are wondering what’s behind its unprecedented success youtu.be/6LkMI6uvqZY

$PURR anyone know how much of a scam this is? keep seeing it pop up looks like another treasury company so interesting with the BTC attempted move here

chinese friend just sent me this