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"In a contested environment, success depends on the ability to move compute, storage, and analytics directly to the edge." Our latest blog explores how edge computing is reshaping mission architecture in cloud-denied environments—and what it takes to stay mission-ready anywhere. onestopsystems.com/blogs/one-stop… #EdgeComputing #DefenseTech #RuggedComputing #MilitaryTechnology #Aerospace #AIatTheEdge #ISR #SensorFusion #DataAtTheEdge #OSS #MissionReady #AutonomousSystems #DefenseInnovation

what type of pump and dump are the market makers doing with big tech today after earnings 😂 $META worst day since October 2025 $MSFT back to $400 $AMZN quickest $14 reversal I’ve ever seen $NVDA taken down below $200 looks like $GOOGL is the market’s favorite holding onto it’s +5% pretty crazy swing from yesterday

@TheRonnieVShow $ZETA ripping 🚀

zetachain:native looks primed going into earnings today.

$ZETA is clear for take off. 🚀

I strongly believe that memory is due for a rerating higher. $MU $DRAM $SNDK

@roundhill My version of a Phontonics/Optics ETF. 12% $LITE 12% $COHR 12% $AAOI 12% $GLW 12% $FN 12% $CIEN 12% $CRDO 10% $IPGP 4% $RBBN 2% $POET Restructure after 1 year if need be I forgot $VIAV Change $IPGP to 6% and add $VIAV at 4%

10 stocks under $10 I will be paying very close attention to: 1. $KOPN - $3.97 Kopin. MicroLED pioneer developing optical interconnect technology to replace copper wiring between GPUs in AI data centers. Just landed a $15M order from Fabric AI for the Neural I/o chip. Also won a $15.4M DoD contract for military AR displays and a $3.2M FPV drone optics deal. Defense + AI infrastructure in one company.

There really needs to be an ETF for Phontonics/Optics. I hope you're listening @roundhill.

This is so crazy it literally looks fake.

Is there a better built company in the world? $AMZN

$SOFI Cross-Sale Accelerates 🟢 - 14.7M Members +35% - 22.1M Products +39% Products keep growing faster than members!

$MU $DRAM Unbelievable $707,000,000,000. That is the projected 2027 operating profit of 3 memory companies. Apple + Microsoft + Google + Amazon + Meta + Tesla combined? ~$661 Billion. The Memory Trio beats the Magnificent 6. Not revenue. Operating profit. Let that sink in.

What does this tell you? $HOOD

$LMND Q1 earnings are in (my biggest position): Revenue: $258M +71% YoY (vs est. $252M) ✅ Topline IFP grew 32% YoY Car is growing at 60% YoY with $214M IFP Another raise on top and bottom line guidance✅ Positive Adj. EBITDA in Q4 ✅ Looks like a very, very, strong quarter on first impression. More to come throughout the day.

I first found $SANM when it came up in a high growth screen I do. Something along the lines of this: -> Expected revenue +30% -> NTM Sales multiple below 5x -> Expected EBITDA +30% -> NTM EBITDA multiple below 15x Safe to say the current $SANM numbers far exceed that. Revenue just came in at $4.01B (+102% YoY) whilst trading at 0.7x sales. Non-GAAP EPS came in at $3.16 (+125% YoY) which means Sanmina trades at 17.2x EPS if you annualize $3.16. But here's where it gets more exciting: Management said they expect $16B in revenue in FY27. That's a 40% CAGR in 2 years in revenue. The market is pricing in a lot of this now... but it's some great growth nonetheless. Here's the numbers on where I think $SANM can go from here over the next 18 months. $CLS trades at 43x NTM PE. $JBL at 25x NTM PE. $FLEX at 26x NTM PE. $SANM is growing more in line with $CLS but I think $CLS is overvalued here. ~30x NTM PE is completely feasible though. $16B in revenue in FY27 at 5% margins gives ~$14.65 EPS (ahead of current $12.18 estimates). 30x on that gives $439.50 share price (still 2x from today). That's a bullish case from here. Not a base case. Nevertheless, congrats to shareholders of $SANM... a nice +16% day.

$BE ABSOLUTELY CRUSHED THEIR Q1 EARNINGS • Revenue $751M vs Est. $540M • EPS $0.44 vs Est. $0.13 • Operating Income $130M vs Est. $41M • Gross Margin: 32% vs. Est. 29% FY26 Guidance • Revenue $3.6B vs Est. $3.2B • EPS $2.05 vs Est. $1.40 • Operating Income $675M vs Est. $470M • Gross Margin: 34% vs. Est. 31%

$HOOD ROBINHOOD Q1 2026 EARNINGS: - Revenue $1.07B +15% YoY - EPS $0.38 +3% YoY - Adjusted EBITDA $534M +14% YoY - Total Platform Assets $307B +39% YoY - Robinhood Gold Subscribers 4.3M +36% YoY - ARPU $157 +8% YoY Overall, it was a strong quarter but fell short of expectations due to lower take rates across all assets. Trading volumes were strong and are improving in April, but the take rates lowered which led to a double miss. I think the broader story so far in earnings has been around expectations vs reality and specifically if a company can decisively beat those expectations. The chip names, memory names, energy names, datacenter names are absolutely putting up beats of 50-100%, which was something Robinhood did last year. Without those types of beats, which fintech and software haven't been able to give, it's just much harder for the street to rotate into those positions. $HOOD -9%

$AMZN $GOOGL $META $MSFT earnings all tomorrow at once going to be one of the craziest days all of us will experience in 2026 all those trillions moving back and forth on revenue and eps beats or misses lol & most of our friends and family will just go about their lives and have no clue what’s happening at 4PM ET 😆

$AMZN AWS CEO pushed back on the idea that AI is killing software jobs by saying Amazon is hiring as many developers as ever. He said AI agents are “exploding” across every industry & moving faster than expected changing the developer job rather than eliminating it.

Roger Sweet, creator of “He-Man” and “Masters of the Universe,” has died after battling dementia, his wife says. He was 91.