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חברת Amprius Technologies-AMPX
מחיר מניה: $12.5 | שווי שוק: $1.6B
אני רואה מחיר מניה של $45+ בשנה וחצי הקרובות- מחיר המייצג תשואה של 260%.
אשמח לשמוע פידבק/חוסר דיוק או אם התפספס משהו!
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Eden Steve
755 posts
Eden Steve
@Ed54209323
משקיע מוקדם ולטווח ארוך: $PLTR $CIFR $AMPX $PENG 🐧 Interested in unique investments
Katılım Mayıs 2019
1.4K Takip Edilen263 Takipçiler
Eden Steve retweetledi
A good meeting with the CEO of Palantir Technologies, Alex Karp. Step by step, we are developing cooperation with the American defense sector. Palantir is a renowned global company with strong potential, and there certainly are areas where we can be useful to one another, strengthening the defense of Ukraine, America, and our partners. We discussed areas of technological development – both in the context of combat operations and civilian needs. We agreed that our teams will stay in touch.
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@CKCapitalxx Yes wasn't easy to buy though, was afraid it might drop lower- that's when i knew to pull the trigger
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Easiest buy of my life. Up almost 20% in a couple days on this.
Missed EPS by 2 cents and we dropped 30%.
Did anyone else add $AMPX with me?
CK Capital@CKCapitalxx
$AMPX down 27% after earnings and this looks like a complete overreaction. I took advantage and added a position here as I think we see a turnaround in no time. Record revenue of $28.5 million. Up 153% year over year. Beat estimates by 11%. Gross profit up 343% year over year. Net loss improved 46% from a year ago. Full year 2026 guidance raised to at least $130 million. The stock got destroyed because EPS missed by 2 cents. A $0.04 loss versus a $0.02 estimate. 2 cents. The revenue is compounding. The losses are shrinking. Gross margins expanded to 20% and would have been 22% excluding one time Colorado expenses that will not recur. The business is moving in the right direction on every metric that matters. This is a company supplying silicon anode batteries with 2x the energy density of standard lithium-ion to Pentagon drone programs. NDAA compliant. Nokia Drone Networks customer. $130 million in 2026 guidance just raised after a 153% revenue growth quarter. The market sold 27% of the market cap because of a 2 cent EPS miss on a company growing revenue 153% year over year. Added a nice position here. This looks like a quick turnaround. $AMPX
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Eden Steve retweetledi
Cipher Digital Provides First Quarter 2026 Business Update
- Development Timeline on Track at Barber Lake and Black Pearl Data Centers
- Signed Third AI Data Center Campus Lease with Investment-Grade Hyperscale Tenant
- Secured $200 Million Revolving Credit Facility Supported by a Syndicate of Leading Global Financial Institutions
Read the full press release here: investors.cipherdigital.com/news-releases/…
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Eden Steve retweetledi
Eden Steve retweetledi
Okay, now you guys are just showing off.
Palantir@PalantirTech
Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations. Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%. We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.
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Eden Steve retweetledi
Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations.
Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%.
We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.
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Eden Steve retweetledi
$AMPX when something goes from trading chaotic to orderly, thats called character change you best pay attention. Compared this circled area to how it trades now. Pair that with the weekly JUST breaking out post IPO and this is how monsters are born. A favorite to explode this yr
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Eden Steve retweetledi
Thank you @AnnBerry_NYC from @brewmarkets for taking the time to sit down with Amprius CEO Tom Stepien!
Watch the full interview linked below.🔋
youtube.com/watch?v=9OUr2D…
$AMPX #drones #tech #defense #innovation #stocks
YouTube
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Tune into Brew Markets tomorrow for an in-depth conversation with Amprius CEO Tom Stepien.
We break down:
• $AMPX stock up 800% in 12 months. Revenue 3x'd. What's actually driving it?
• Why Amprius walked away from owning manufacturing. And why that was the right call.
• NDAA compliance and the race to build a US-friendly battery supply chain.
A great conversation -- and a Brew Markets analogy to top it all off!
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Eden Steve retweetledi
"You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs."
— Stanley Druckenmiller
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Eden Steve retweetledi
@Ed54209323 עדן אחי, ראיתי את Cifr בביו יצא לך לשבת על הערכת שווי, יש לך מחיר יעד לCifr ?
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Eden Steve retweetledi
Because we get asked a lot.
The Technological Republic, in brief.
1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation.
2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible.
3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public.
4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software.
5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed.
6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost.
7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way.
8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive.
9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret.
10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed.
11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice.
12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin.
13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet.
14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war.
15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia.
16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn.
17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives.
18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within.
19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all.
20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim.
21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful.
22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what?
Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska
techrepublicbook.com
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Eden Steve retweetledi
In case you missed it...📺
Amprius CEO Tom Stepien spoke with Kelly Evans on @CNBC's The Exchange yesterday!🔋
Watch the full interview in the link below:
cnbc.com/video/2026/04/…
$AMPX #defensetech #defensespending
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@Ed54209323 @carpassio @noamimavalue @dan_zafrir @gilileoB @MevinimCalcala @CTOIpyi990y7GKp @traderjoe666 @galitay @aleabitoreddit מושקע גם, ממליץ ומחזק כל מילה!
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אני עוקב אחרי ההנפקה של $AVEX (חברת AEVEX) בימים האחרונים, ואני חייב להגיד שיש פה משהו שונה. בתוך כל הרעש של הסקטור ההגנתי, נדיר לראות חברה שמגיעה לשוק הציבורי כשהיא כבר מבושלת כל כך מבחינה מבצעית. זה לא סטארטאפ של מצגות זה משהו אחר.
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Eden Steve retweetledi
@carpassio @noamimavalue @dan_zafrir @gilileoB @MevinimCalcala @CTOIpyi990y7GKp @traderjoe666 @galitay @aleabitoreddit לא מבין למה לקחת סיכון (גם אם תצליח לפגוע) ולהשקיע בתחום כל כך רווי בתחרות במקום בסוללות לרחפנים שם אין בכלל- ממליץ לקרוא על $AMPX
x.com/Ed54209323/sta…
Eden Steve@Ed54209323
שותפות עתידית עם אמזון? חברת Amprius Technologies-AMPX מחיר מניה: $12.5 | שווי שוק: $1.6B אני רואה מחיר מניה של $45+ בשנה וחצי הקרובות- מחיר המייצג תשואה של 260%. אשמח לשמוע פידבק/חוסר דיוק או אם התפספס משהו!
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