@stocktalkweekly @KrisPatel99 What’s your favorite right now?
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Mangofreshhh
26 posts
@stocktalkweekly ...
I was thinking about your robotics call when I saw this...
Jon Najarian@jonnajarian
Consensus or Explore?
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@Venu_7_ Thanks for all you do V! Your research is second to none
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@Mangofreshhhhh Love the CEO too.
really like the long term upside here with AI datacenter and grid demand.
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One name that I haven’t talked much about publicly is Forgent Power Solutions $FPS - one of our Grid Infrastructure positions.
Recently initiated a 5% position shared with X subscribers and Discord community around April 27th, and the stock is up around +22% since then.
Everyone talks about GPUs and AI compute, but very few talk about the electrical infrastructure needed to actually power datacenters.
$FPS builds critical parts of the data center powertrain:
- switchgear
- transformers
- E-Houses
- low-voltage distribution systems
Basically, power has to move from the utility grid all the way to the server rack - and $FPS sits right in the middle of that chain.
A few things that stood out to me:
- One of the few U.S. companies building the full data center powertrain
- 80%+ of business tied to AI datacenters + grid infrastructure
- Backlog doubled YoY with strong bookings growth
- AI bottleneck is slowly shifting from chips to power
Very underrated AI infrastructure play.
Venu@Venu_7_
AI infrastructure has 3 layers: - Compute - Data movement - Power Everyone understood compute first. Then the market started pricing optics/networking. The next major bottleneck? Grid infrastructure. Names + thesis below 🧵
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@Sam_Badawi Love the $FPS pick Sam. Just watched Gary Niederpruem on Silicon Angle and it sounds like they are in prime position to capitalize on this new environment with any type of energy being agnostic to any type of energy. Interesting, interesting, interesting 👀
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MY TOP ENERGY PICK: Hint it's not one of these | $OKLO $SMR $NNE x.com/i/broadcasts/1…
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$ASTS Anyone with half a brain dgaf about this past quarter’s revenue/eps.
It’s all about use cases, the constellation buildout and modeling 2-3 years out, and they’re on track if not ahead of schedule.
We close green today.
Kevin Chen@Defiantclient2
$ASTS: My updated summary of @AST_SpaceMobile post-Q1 2026 update 👇 PROVEN TECHNOLOGY + Broadband D2D technology, protected by approximately 3,900 patents and patent-pending claims + Demonstrated peak data rate of 98.9 Mbps over international waters + Proven spectral efficiency of at least 3 bits/Hz, with Block 2 BlueBird satellites expected to achieve ~200 Mbps downlink per beam + Proven seamless satellite-to-satellite handover + Actively working on ~10 distinct non-communications use cases, each in various stages of maturity and each having potential to grow into government contracts worth "hundreds of millions" of annual revenue each + Actively demonstrating low band radar applications to the US government, supporting the needs of Golden Dome PARTNERSHIPS + Multiple 5 to 10 year commercial definitive agreements and/or equity investments with major key MNOs around the world: AT&T, FirstNet, Verizon, Vodafone, STC Group, Bell, and Telus + Nearly 60 memorandums of understanding and/or agreements with global MNOs that are on a path to commercial definitive agreements + European joint venture with Vodafone: Satellite Connect Europe, which has partnerships with Orange, Telefonica, Axian Telecom, VodafoneThree UK, Vodafone Ireland, Romania, and Ukraine, CK Hutchison Group, Sunrise, and Taiwan Mobile + Prime Contractor to the US government/military + Teaming agreement with Fairwinds for communications applications for the US government/military REGULATORY/SPECTRUM + Full FCC commercial approval for 248 BlueBird satellites, which includes access to a total of up to 53x53 MHz low band MNO spectrum in the US + 1,150 MHz low and mid-band tunable MNO spectrum globally + 80 year access to Ligado's 45 MHz of MSS L-band in North America + Pending requests with the FCC for up to 45 MHz of MSS S-band internationally CONTRACTS/REVENUE BACKLOG + Over $1.2B of contracted commercial revenue backlog + Rapidly growing government revenue backlog with over 10 government contracts + Anticipates 150M to 200M revenue in 2026 with upside potential + Anticipates ~1B revenue in 2027 with upside potential MANUFACTURING AND LAUNCH + 6 commercial BlueBird satellites in orbit + Next 3 BlueBirds (BB8-10) scheduled to launch in mid-June on a SpaceX Falcon 9 vehicle + Guiding for approximately 45 BlueBirds in orbit by year-end + Multi launch contracts with SpaceX, Blue Origin, and an undisclosed medium/heavy lift vehicle on standby (in advanced discussions with ULA for Vulcan?) + Up to BB33 in advanced stages of assembly, with microns completed to BB33 + Phased arrays completed to BB28 + Manufacturing pace supports a launch cadence of every 1 to 2 months on average + Over 500,000 sqft of manufacturing at full production + Investments completed to enable a production capacity of 6 satellites per month with room to grow to 10 or 12 per month via automation and facility expansions + Dedicated micron production facility in Texas is now fully operational, with capacity to support over 10 satellites’ worth of microns per month + Over 2,000 global workforce CASH/LIQUIDITY + Robust ~3.5B cash/liquidity on current balance sheet, fully funded for ~100 BlueBird satellites + Reiterated no plans for more convertible notes in 2026
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@Mangofreshhhhh Crazy prediction. $ASTS Closes over $95 today.
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Those of you who doubted the Neoclouds such as Iren and Ciphr are about to be run over by a steamroller
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@Venu_7_ @Afro_Swings Is this a good entry now for $aehr being down 10%?
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@Afro_Swings Yeah $AEHR $AMPX are the names I would buy on weakness - very volatile
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$AMPX - Amprius, a small-cap leader showing strong accumulation since last earnings with clean technicals
Broke out of a cup and now forming a flag ahead of a multi-year base breakout near $26
Accumulation is clearly visible across timeframes
Venu@Venu_7_
$AMPX - Amprius makes ultra-high-energy silicon-anode lithium-ion batteries for drones, high-altitude aircraft. - Stock has been consolidating and forming a base between $7–$14. Just printed a strong close with 3x volume following earnings, aligning with the drone theme. - Q4 EPS −0.01 vs −0.04 expected and revenue $25.2M vs $22.9M - strong beat. - Revenue growth accelerating: Q4 +137% YoY, FY2025 +202% to $73M, guiding ≥$125M revenue in 2026 with first positive adjusted EBITDA. Potential Small-cap Leader, worth keeping on the radar if market conditions improve.
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Had a dream last night $IREN dropped a deal Tuesday morning. @danroberts0101 make my dreams come true 😂
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Hey @danroberts0101 lets get the PR team cooking! The lack of PR is worrisome as a shareholder.
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@aleabitoreddit Can you ever just take accountability for a bad call?
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$MRVL cancelled $POET purchase orders after the CFO went out and violated NDA when getting angry.
Ouch to Poet, down -46%, this is why I don’t like companies with single customer concentration risk.
On the bright side for $POET holders they do have $420m cash buffering downside risk and a few other customers (though Marvell was basically the entire Poet bull case story)
It does look like Marvell delayed their own timelines as well by doing this.
That being said, the packaging side is easier to design out for Marvell and they still need to source lasers.
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Mangofreshhh retweetledi
People ridicule $IREN b/c they haven’t closed any deals with hyperscalers outside their contract with Microsoft. This is what makes $IREN a really great investment right now. They have a 4GW+ pipeline to monetize as MWs are being priced higher. Have to be forward thinking.
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Mangofreshhh retweetledi
Going into next week, some thoughts…
If $IREN partners with @AnthropicAI in 🇺🇸 🇦🇺 , the analysts will begin to quantify the share of secured power before rerating $IREN as the off balance sheet financing arm of the most important company in the world that enables @AnthropicAI to scale faster and with more delivery certainty than any other infrastructure provider.
The market cap of $IREN currently sits at just under $20b or 2% of @AnthropicAI valuation. This will change.
Then consider delivery of Horizon 1-4 to $MSFT as well the any subsequent projects in 🇨🇦 🇺🇸 🇦🇺 that emphasize $IREN as a strategic partner that optimizes time to compute while increasingly growing its portfolio of completed data centers with supporting cash flows from high quality tenants that can be used as assets to ♻️ invested capital into the next data center.
The patience required to hold $IREN cannot be understated but when you ignore the day to day volatility you begin to realize that the front loaded infrastructure investments funded by 🏧 and convertible notes serve a greater purpose. In a world of delays and regulatory friction, the data center is the asset.
Volume the past two trading days exceeded 100m shares without any announcement. Institutions are knowingly buying the 👸 in the 50s
Do you think they are here for 60,70? I don’t think so.
If you made it this far, the time for show and tell is almost here.
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