Stocks Surfer

@retail_mourinho $SHT did better, +60%

$SIVE is the best performing stock in Europe today

@AlmaCap114204 Great list! I'd add $SHT, especially after today

$LPK and $SIVE, European high beta names, ran very hard today. I think this is a tell for what's coming if sentiment on an Iran peace deal holds (no more war pls). Here are the high beta names I expect to run tomorrow (10-25%+ moves) with euphoria in the market for the AI boom. I will be adding to these: > $IQE: the epiwafer foundry sitting under the whole photonics ramp. VCSELs for 3D sensing, GaN for RF, and the epi layer everyone else builds their light-chips on. For comparison, look at LandMark Optoelectronics ($3081, Taiwan), a photonics epi foundry doing essentially the same job and plugged into the same 800G/1.6T datacom laser ramp: it turns over c.$70m, less revenue than IQE, yet trades at a c.$4bn cap, north of 50x sales. IQE does more revenue and sits on c.4-5x sales, despite arguably the broader platform as the only player at scale across both MOCVD and MBE. Same business, IQE bigger on the top line, roughly a seventh of the valuation, largely down to Taipei vs AIM. Reports Thursday, and a beat on the GaN/photonics ramp or guidance uplift is the catalyst. > $ASTS: finally ramping manufacturing and launch cadence, and on a tear since I called the bottom. Direct-to-cell, so a normal phone gets signal in the middle of nowhere with no new handset. Here's some napkin maths on the opportunity: partners cover c.3bn subs, if ASTS gets to 10% at $10/month on a 50/50 carrier split, you're at c.$18bn revenue on fat margins. That's before any TAM expansion or the defence revenue stacking on top. > $HYLN: KARNO just switched gas, hydrogen and diesel on one reactor with no hardware changes, cleared UL, and sits on c.750 cores of LOIs worth $400m+ plus a US Navy unit. The edge is the manufacturing / scalability: it's built on metal additive manufacturing (3D printing), so output scales with how many printers you run (or can buy), not turbine slots, grid interconnect or 5-year transformer queues. Its ceiling is capital, which the hyperscalers all have bags of to throw at HYLN. Closest comp is Bloom. This is a highly speculative pick so allocate accordingly. > $FLY: Landed Blue Ghost on first attempt, ramping Alpha (block 2), and the SciTec deal plus Northrop backing drags it onto the defence side of space. Alpha's now on the Kratos MACH-TB 2.0 hypersonics test team, and SciTec's missile-tracking software feeds the Golden Dome / hypersonic-threat side. Record Q1, Roth $60 PT. Still a c.$5-6bn name. > $RKLB: Electron cadence up c.20% into 2026, Neutron close to flying, Space Systems backlog doubling, record $200m+ quarter. Currently the US hypersonic test workhorse too: its HASTE suborbital rocket just landed a $190m MACH-TB 2.0 block buy (its largest contract ever) plus a $30m Anduril deal, together almost a third of the 70+ launch backlog. > $ALMU: One of their most exciting products is quantum-dot lasers for silicon photonics, the on-chip light source that's been the missing piece for co-packaged optics and AI interconnects. DARPA/Navy/NASA-backed. > $LWLG: pre-revenue, going after the optical interconnect bottleneck with electro-optic polymer modulators. Pure binary: gets designed in at scale or it doesn't. Now working with TSEM, which gives the story some teeth. PS. $IQE is probably my favourite for this week. PPS. Arsenal have won the Premier League and Spurs have survived relegation. Sometimes the winners are obvious and sometimes the losers are not. Be careful anon.

@Brownmoose I think $SHT could be next. Very small cap and very well positioned especially after today!

What will be the next $SIVE ?

@StockOptionCole You're right! I'd add $SMCI to this list

$DELL If you take 2023 low and 2024 high and measure the re-tracement (which nailed the dot) and extension targets... You get $412 as the next bull target in the next 1 year Computer Hardware stocks are the next Memory theme parabolic rally $HPQ $HPE $AMD $ARM $DELL I'm just the messenger

@fedex774 Completed first order with AI giant, probably $NVDA: marketscreener.com/news/sht-deliv…

@StocksSurfer Wooo impressive, why did it jump 60%?

The US stock market is closed, but europoors are having a ton of fun today: $LPK +19,7% $ALKAL +19% $P4O +15% $ALRIB +6,5% $M7U +6% $ACUVI +5% $SCE +4,7% $ICP1V +4,4% $CAMB +3,4% $GHH +2,8% $MRN +2,6%

@Thomas_james_1 Agree! I'd add $SMCI to this list

First I gave you $ARM Then I gave you $QCOM And I even gave you $DELL These 4 stocks (including $INTC ) will all continue higher over the next few weeks. Why? One quarter ago: AMD said CPU TAM could reach $60B by 2030, or 18% CAGR. One month ago: AMD doubled that number to $120B by 2030, or roughly 35% CAGR. Last week: Nvidia is doubling again at $200B CPU TAM by 2030, or roughly 50% CAGR. For reference; DRAM and NAND (memory) have just a ~40% and ~30% CAGR. If you’ve missed some of my previous calls, DON’T miss this one.

@Noamneo_ Could be, or maybe $SHT

What stock will open like that tomorrow? My bet is $SIVEF

@Million_Sancet It has a very small market cap and lots of potential. $SHT could easily do a move like $SIVE and $SMOL did in the last month

I bought $SHT when it was up 21%, now it's up 61% It seems like the market is realizing what we were saying A hardware giant, probably $NVDA, is placing orders And as we previously mentioned, it has received approval to receive even more orders Great move and validation

@DeepIceValue I prefer $JD but Tencent is also a good pick

If you dont count $PDD as China investment, $TCEHY is the best pick ahead of: $BABA $JD $BIDU $BYDDY $NIO

@TheWiseIC 🙋🏼‍♂️

Dov’e il mio 🇮🇹 famiglia su X?

@SlarkTrader Congrats man, you own a very huge position! Well done!

The ultimate $SHT Smart High Tech report I have been writing about this company the last 2 months. I have been buying since 2023 but didn’t size up until April 2026 and I now hold a heavy position AVG 18 SEK and own around 0.2% of the company Here is my full analysis from where we are today after just ripping 65% and closing at 40 SEK👇 $SHT is a pure play on solving one of AI’s hardest bottlenecks (cooling and thermal management) with a superior patented nanotechnology solution. Todays delivery to the world leading AI-customer (99% sure $NVDA) and Henkel partnership mark the transition from R&D/prototyping to commercial scaling In a time where AI demand more powerful chips running hotter than ever, companies that enable more compute per watt and reliable high-density operation will be highly rewarded. $SHT still has such a small MCAP of just €130MUSD which gives this play a crazy upside and growth opportunity. They have the technology, validation, and partnerships to become a critical supplier in the MULTI-billion dollar thermal management market. The AI boom is driving CRAZY demand for advanced cooling and the tail-wind for $SHT from the whole sector is explosive —> Global semiconductor industry projected to hit ~$975B in 2026, with AI chips alone approaching half of revenues —> Hyperscalers and AI leaders are pouring hundreds of billions into data centers, where thermal management is a bottleneck. —> $SHT recently completed its first delivery to the world’s largest AI hardware player, qualifying it for further orders in AI, data centers, and semiconductors This validation from $NVDA is a major de-risking event and opens doors to substantial follow-on business. Why would Henkel and $NVDA navigate $SHT and adjust their production line to fit their demands, for them to not take advantage of it? That doesn’t make sense. Everything is aproved and I am very confident large orders will flow in during the summer It’s crazy for me that @Serenity and her american soldiers haven’t found this gem. Sweden 🇸🇪 is a world leading tech and AI country and there is so many promising companies coming up such as $SIVE, $SMOL and not least the telecom giant $ERIC $SHT is the one with the highest upside in my opinion The risk will always be there with a small cap company but for an AI-investor with a little bit risk tolerance the risk:reward points heavily bullish here!!! This is in my opinion an amazing play in the AI gold rush and a completely hidden gem //Slark

Huge day for $SHT. The company just completed its first delivery to what it described as the world’s largest AI hardware player ($NVDA?). For a company with a market cap still under $100M the upside potential from here could be massive. This wasn’t just a random shipment. It officially qualifies $SHT as an approved supplier after extensive technical validation. I only had a small position, but I was waiting for a news like this and now I’d honestly like to add more over time. Congrats to everyone already holding a meaningful allocation. Source: marketscreener.com/news/sht-deliv…

@BottleneckFindr Looks very interesting and quite cheap, I'll do more research

Market is sleeping on Incap $ICP1V right now. So I took a sizeable position. This is a no-brainer to me. - Operating margins are 11 to 14 percent which is double what the typical EMS peers pull. - Price at 8.80 EUR implies a long term cash flow decay of 2.1 percent but revenue is projected to surge over 33 percent this year. - Their India hub is a beast for the China Plus One shift and gives them a low cost advantage that is hard to beat. - Trading at an 11x forward P/E while slower peers get 14x even though Incap has elite efficiency. Massive valuation gap here with a fat margin of safety. Credit: @fedex774

@Create_Profit Same reason as Nokia $NOK, they changed their business years ago

Can someone please explain to me how a company who made phones in the 1900s is up 109% this year? $BB

@FreedomFinLB Agree. They have the best ecosystem AI integration right now (maybe same with Gemini). Huge potential growth from subscriptions

Microsoft $MSFT Building their own AI 20M active CoPilot users out of a 430M+ Microsoft 365 user base Azure cloud services growing north of 40%+ Down 11% this year. Let's argue $19 EPS 2027 Forward P/E = ~22x I think there's deep value with $MSFT

@MZohaibKhan92 $MU 1st choice, $NVDA 2nd

Which stock is a better buy at current levels? And why? $NVDA $215 $AMD $468 $INTC $120 $MU $751

@FindleysFinance Totally understand. Not a stock I'd add in these times. Could be definitely more interesting in a bear market.

@StocksSurfer It will and has. Just not my style of investing. I like long term growth and durable cashflows. Maybe that is PayPal. But I'm not convinced.

To be honest, I still think $PYPL is what Buffett would refer to as a cigar butt. At today's price, the business IS cheap. But I think the market is right to question the company's future growth potential and cashflow durability.

@valerijatrades1 I totally understand you 😅 fortunately in Europe markets are opened tomorrow and we can also trade american stocks. But probably will be a boring day, useful just to rebalance something.

Really wish the markets were open tomorrow 😔. Does this make me an investing addict?

@StockOptionCole These 2 are very good, I own $NOK. I would absolutely add $SMCI to these 2.

The cheapest stocks right now that can go another 30-60%+ higher $HPE $NOK These 2 are GOLD right now. $HPE to $50 $NOK to $24