IceBox

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IceBox

IceBox

@BoxIce22182

$GME Full Port

Katılım Mayıs 2024
814 Takip Edilen277 Takipçiler
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IceBox
IceBox@BoxIce22182·
$GME The most interesting chart in the market
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IceBox
IceBox@BoxIce22182·
$BEEM 👀
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TheUndefinedMystic
TheUndefinedMystic@pennycheck·
With all the drone stuff running on that insane $54B drone funding yesterday worth re-visiting Beam Global disclosed on their earnings call two weeks ago they are secretly a growing drone play here are the relevant quotes from the CEO on the call "We put batteries in more drones than I can talk about. Drone manufacturers are quite jealous of their proprietary information, and there are a couple of names I wish I could mention to you right now, but I'm not allowed to. We have confidentiality agreements with them. I just want you all on the call to understand it's more than one. It's many, and there are really specific reasons that we do it." "Most people, as you know, make batteries that are square or rectangles. Now, I have an engineering background. If I'm going to build a drone, I do not want to build it around somebody else's square or rectangle. Beam, we are able to make bespoke shaped batteries. We can fit energy storage into confined real estate spaces, and we're not slaves to squares and rectangles, and that's really important when you're making drones, particularly the higher up the value chain they are in terms of their missions that they've got to perform." "Ray Systems is a perfect example of this, an incredible device that travels silently underwater over great distances, almost impossible to detect. They can't just be putting a big lumpy rectangle or square in there. Our ability to give them energy density and bespoke shapes and real estate is really important." "We also prevent thermal runaway, which is the thing that you've all seen with the fires and those sorts of stuff. All of these things are incredibly valuable to drone operators. They want safety. They want length of life." "Even though our batteries are more expensive than off-the-shelf solutions that they can buy, they end up having a lower total cost of ownership because they last longer and the cost per stored energy is lower, and because they don't have to build their devices around shapes that they don't like." "In the Middle East, for example, if you think about some of the borders between Saudi, between Jordan and Syria, where there's a lot of drug trafficking and arms and terrorism and stuff like that, our ability to deploy BeamFly along those types of borders and create border patterns of drones that do not need to come back to an operator, centralized infrastructure to recharge, I believe there'll be tremendous value in that." "What you know about Ukraine, that drone operators sending drones out into contested environments, flying a mission, and then returning the drone to the operator, which means you can target the drone and the operator. Beam Flight removes that risk because the drone can recharge in a contested environment and carry on about its mission without returning to an operator." "A big part of it is our capabilities with our batteries. A big part of it is U.S., but there's also already significant international opportunities that we're executing on. We believe there are more coming in the pipeline. Then it's not just about the batteries, it's also about Beam Flight and that tremendous enabler."
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IceBox
IceBox@BoxIce22182·
$TSLA monthly chart looks interesting
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IceBox
IceBox@BoxIce22182·
@fREQUENCYCS Bro that m4s sound is soooooooooo good 😮‍💨😩🔥🔥🔥
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IceBox
IceBox@BoxIce22182·
$KO Feeling bubbly about this setup! 🥤 @TrendSpider
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Sean trades
Sean trades@SRxTrades·
Rare earths complex This was one of the strongest themes of 2025... Since then there hasn't been many eyes on it All the rare earth names are setting back up in massive bases Backed by the U.S. government and critical for the AI buildout My favorite setups: $UAMY $USAR $MP $NB
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X Market News🚨
X Market News🚨@xMarketNews·
JUST IN🚨 GAMESTOP IS SURGING AFTER HOURS $GME GAMESTOP IS UP OVER 7% ON THE DAY
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Evan
Evan@StockMKTNewz·
🇺🇸 TRUMP ADMINISTRATION IS EXPECTED TO MOVE TO RECLASSIFY MARIJUANA AS SOON AS TODAY Trump is expected to use an executive order to instruct federal agencies to reclassify weed as a less regulated Schedule III drug from a Schedule I
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StockChaser
StockChaser@StockChaser_·
4 stocks you should definitely have on your watchlist for the long term $ZETA $HIMS $OSCR $SOFI There are many more, what would you add?
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IceBox
IceBox@BoxIce22182·
$UAMY OYNW
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StockPursuit
StockPursuit@Stock_Pursuit·
I've been putting on more $PLUG and $FCEL monthly calls out to Sept on PLUG, July FCEL. Personally, I see some new data center power backup or primary power contracts soon on the horizon.
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The Value Trader
The Value Trader@TheValueTrade·
$NIO bulls.... Golden Cross coming... Its our time.
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StockChaser
StockChaser@StockChaser_·
$NIO vs $XPEV Profitability: NIO’s Q4 2025 rebound was real: • 17.5% gross margin • 18.1% vehicle margin • Operating profit in the quarter XPeng printed: • 21.3% gross margin • Its first quarterly net profit On profitability trajectory, XPeng looks cleaner since NIO’s is significant but less proven Sales momentum: NIO delivered 326,028 vehicles in 2025 and hit a record 124,807 in Q4 XPeng’s 2025 growth was faster and its MONA M03/P7+ cycle looked like a sharper product-market-fit event However, this flipped in 2026 with NIO showing stronger sales growth with 47,979 deliveries YTD through February versus XPeng at 35,267 Xpeng won 2025 momentum but NIO opened 2026 better Product moat: NIO still has the stronger premium brand and a real ecosystem moat in battery swap/BaaS and service • NIO held 40% share in China’s BEV market above RMB300k • Its swap network had completed more than 78 million swaps XPeng’s edge is different, they have stronger software/ADAS adoption, a broader mass-market hit rate, and external validation via Volkswagen platform/E/E collaboration and joint sourcing Xpeng’s moat is more easily scalable while NIO’s moat is a key infrastructure differentiator Bottom line: $NIO → Strategic story $XPEV → Profitability story
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