FWS_Dev
713 posts
Eos Energy & Cerberus just sunk to a new low In the highest demand market for AI infrastructure ever, Eos had to invent a new customer, Frontier Power USA, 1 week before they missed EPS 1 major problem-🔋heads are smart enough to see through this BS
Eos Energy & Cerberus just sunk to a new low In the highest demand market for AI infrastructure ever, Eos had to invent a new customer, Frontier Power USA, 1 week before they missed EPS 1 major problem-🔋heads are smart enough to see through this BS
All right chat. I need some more ideas on the early $RKLB equivalent for humanoid exposure. 10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA. What’s your best ideas?
I guess, post earnings when $ARM touched $268... $ARM is now #18 on the individual stock list that I went long on that hit 100%-1000%+ YTD? I've lost count TBH. Some others like $LPK and $SIMO and $HPS.A are getting really close now. But feels like I'm one of the few ones out there on X with actual receipts of all the returns + original thesis post.
What is Kyivstar? Ukraine's dominant telecom operator. 47% market share. 22.5 million mobile subscribers. 1.2 million fixed broadband customers. First and only pure-play Ukrainian company listed on NASDAQ. IPO'd in August 2025 through a SPAC.
@wallstengine $KYIV by far most positively + directly impacted equity here
Agreed high-level directionally, $FLNC compelling at $3B valuation post-earnings after taking a closer look. Very rare to see a US energy player that small get 2 direct Hyperscaler deals... The $5.6B+ backlog derisks the company growth, not including new hyperscalers backlog like $GOOGL or $MSFT. The hyperscaler deals were framework agreements, which are likely to convert "soon" Q3 this year, and aren't included in numbers. Once that's released it's major positive catalyst, similar to qualification -> volume ramp in semi players. Citi Analyst: "The possibility of a hyperscaler order will likely overshadow everything else in the quarter. We expect a positive reaction to the announcement" I'm going to go ahead and guess they'll likely rerated once they announce their hyperscaler orders maybe anytime in the next 3 months so I jumped on the boat as a short term catalyst trade. (not just 1 but 2) Also, if they hit ~$288M net income off gross-margin expansion ($6B revenue, 13.0% gross margins) from their software segment expansion, ~11.6x fwd p/e for 2027. The current stock price is -50% Feb's prices despite hyperscalers + backlog de-risking the company looks like a great entry point to me (NFA).
Closed $FSLY ahead of earnings tonight for a nice quickie trade, went way higher than I expected due to yesterday's pop where I took some tranches off. Since I am exiting the probability of it being +30% tomm on earnings has now increased. You are welcome.
.@Jason_Lil_Kim says lunar expansion, AI integration and defense demand are driving growth, with collaboration across companies shaping the future of the space economy $FLY $RKLB $SPCE $LMT $NOC $RTX $PLTR $NVDA cnbc.com/video/2026/05/…
Will take a tranche off of Sep 26 and common at $16.88ish if it gets there $LPTH Because I have 'dot dot dot' and that's a lot of dots and I want to free up some capital; almost all acquired $13.80-$14.20 I will still be at 'dot dot dot' after. I have about 12 tranches here vs my normal 3-5 ;)
