The A-Letter

Space stocks are exploding on SpaceX IPO hype. But this trade may not stop with space. Drone stocks have shown strong correlation over the last months — and if this narrative keeps heating up, the next wave could hit: $ONDS $AVAV $KTOS $RCAT $UMAC $PDYN $LHX Space was first. Drones could be next.

What’s your top pick — and why? And which names do you think are still missing from this watchlist?

$VST Vistra combines existing nuclear and gas assets with major hyperscaler deals (including Meta). It already benefits from rising power prices and has immediate capacity to serve AI data centers. A high-conviction all-rounder that balances the speculative SMR plays with real earnings and strong momentum in the electricity-as-new-oil era.

"The amount of energy that we need for computing is probably 1,000x more than we currently have." ~Jensen Huang ( $NVDA CEO) He literally tells us that an ENERGY SHORTAGE is inevitable. That's why here are the Top 5 most revolutionary energy names for the next decade.

My top stock pick for every sector right now + 3 year price targets Fintech: - $SOFI | SoFi Technologies Target: $80 Data-center: - $NBIS | Nebius Group Target: $380 Photonics: - $AAOI | Applied Optoelectronics Target: $360 Software: - $ZETA | Zeta Global Holdings Target: $125 Defense: - $EOS.AX | Electro Optic Systems Target: $35 Health: - $OSCR | Oscar Health Target: $75 Space: - $RKLB | Rocket Lab corporation Target: $380 Energy: - $BE | Bloom Energy Target: $375 Robotics: - $XPEV | Xpeng Target: $130 Connectivity: - $CRDO | Credo Technology Group Target: $420 Insurance: - $PLMR | Palomar Holdings Target: $310 Cybersecurity: - $RBRK | Rubrik Target: $260 Quantum Computing: - $QBTS | D-Wave Quantum Target: $72 What are your picks?

BREAKING: The U.S. Government announces a $2 billion investment into quantum computing companies. 🟢 Signal Rating: Strong bullish Distribution of the funding: $IBM — $1 Billion $GFS — $375 Million $QBTS — $100 Million $RGTI — $100 Million $INFQ — $100 Million What this means: The last time the U.S. Government heavily supported strategic semiconductor companies like $INTC, $AMAT, and $WOLF — the entire sector experienced a massive revaluation afterward. Note: The remaining capital was distributed among several additional private quantum companies that are not publicly traded. This is a major confidence and support signal by the U.S. Government toward its domestic quantum computing industry. The quantum race is officially accelerating.

The 4 setups I'm watching right now. $AMZN - Bullflag into support, likely continuing the upwards pump soon. One of the best megacaps to own. $JD - Just broke out of a 1 year consolidation on strong earnings beat. Massive EPS growth ahead while being extremely cheap. $KTOS - Possibly bottoming out soon. Right on keysupport and breaking out of a falling wedge. This is exactly what you want to see before a bottom. $PLTR - The stock has been consolidating, meanwhile the business is exploding. When this stock breaks out to the upside, the next target is $250+ What other stocks are you eyeing right now?

$EOSE STRONG Q1 EARNINGS Revenue: $57M vs. Est. $54M 🟢 - EPS: $0.12 vs. Est. -$0.22 🟢 - Backlog: $645M FY26 Guidance - Revenue: $350M vs. Est. $304M 🟢 Earnings clearly beat expectations, however sales still declined QOQ. The Demand has always been massive, the bottleneck was production the entire time. $EOSE up 29% PM

$OSCR is now up over 107% since the april low. Since then it has outperformed: $NBIS | 102% $LITE | 65% $NVDA | 35% $IREN | 80% $CRWV | 60% $HIMS | 36% And many more tech stocks. The fact that people still haven't started talking about it on X again is incredibly bullish to me. The company is still extremely cheap from a fundamental view. - 60% revenue growth for 2026 - Turning GAAP profitable - Gaining big amounts of marketshare Still only trading at a 21.4x NTM P/E

🔴 $ASTS -10%: Revenue now depends on satellites. - Revenue missed hard: $14.7M vs. $39M expected - EPS loss: -$0.66 vs. -$0.24 expected - Guidance remains $150M–$200M, but with only 7 satellites in orbit vs. 45 targeted, $ASTS now has to deliver. The satellite ramp is the key driver for revenue growth and for whether $ASTS can realistically hit guidance. The story is not dead. But the burden of proof is higher.

$HIMS EARNINGS Revenue $608M vs Est. $618M🔴 EPS -$0.40 vs Est. $0.04🔴 EBITDA $44M vs Est. $46M🔴 FY26 Guidance Revenue $3.0B vs Est. $2.8B🟢 EBITDA $315M vs Est. $319🔴

BREAKING: $SOFI CEO JUST FILED TO BUY $250K OF $SOFI STOCK AT $15.73 He just recently bought for $1m at $17.88. His salary is $1m per year. This is a massive purchase, signaling high confidence by the one person who knows the company best.

BREAKING: $RKLB X ANDURIL contract Why it's so important for $RKLB: - Rocket Lab will perform three hypersonic test launches using its proven HASTE vehicle - Anduril is paying with its own internal funds (not government money) to accelerate its Mach 5+ hypersonic vehicle program Long-term affect on $RKLB: - Adds immediate $30M to backlog and near-term revenue - Validates HASTE as a go-to platform for fast, affordable hypersonic testing - a top U.S. defense priority - Builds a strategic relationship with Anduril, opening the door to repeat business and more defense contracts - Strengthens Rocket Lab’s position in the growing space-defense sector and diversifies revenue beyond commercial launches - Long-term tailwind: boosts credibility with DoD/industry customers, supports scaling operations, and is viewed positively by investors (especially alongside recent earnings)

BREAKING: $NBIS JUST RECEIVED NVIDIA Exemplar Cloud Validation – GB300 NVL72 What happened: Nebius has earned NVIDIA Exemplar Cloud status for its GB300 NVL72 training systems — one of the first providers worldwide and one of very few certified across multiple GPU generations. What it means for Nebius: This validates its European data centers as hyperscaler-grade for large-scale AI training. It strengthens Nebius’ position as a full-stack AI infrastructure leader with deep NVIDIA partnership (design, fleet, optimization, Physical AI Blueprint).

$SOFI Q1 EARNINGS - Revenue 1.1B vs Est. $1.05B 🟢 - EPS $0.12 vs Est. $0.12 🟢 - EBITDA $340.3M vs Est. $309.5M 🟢 FY 2026 GUIDANCE - Revenue $4.66B vs Est. $4.65B🟢 - EPS $0.6 vs Est. $0.59🟢 - EBITDA $1.6B vs Est. $1.6B🟢

@MMatters22596 $NOW is insanely undervalued

$NVDA CEO Jensen Huang is telling you exactly which stocks to buy. In 2025 he called: $CRWV at $40 $NBIS at $20 $TSM at $230 These have outperformed the market by an insane margin. For 2026 he called: $NOW $PLTR These platforms will be extremely important to actually integrate AI into real world applications. Mark my words: Over the next 5 years, $NOW will reach over $440 stock price. $PLTR will be over $400, making it a trillion dollar company.