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$CODX Co-Diagnostics Develops Ebola Assay Strategy Following Recent Global Outbreak Alert. $1.70+ could provide nice trade opportunities if market continues to flow the Ebola themed stocks.

$CODX Been a nice ride here from my initial post last Tuesday. 🔥 Told you guys that so long as $1.70 holds, you'll be able to find nice opportunities here. We closed at $5.38 highs on Friday for a nice 216% move here so far. If you asked me, 216% within a week doesn't sound too bad... right? 💰 Just today alone, we're hearing from WHO chief that the Ebola epidemic is outpacing response efforts. Why? Because there's a delay in detecting Ebola cases. This also means that responders ​are now "playing catch-up". That is essentially what $CODX Ebola Assay Strategy tackles. As per the CEO words; "We are pleased to report that we have completed the assay development strategy for BDBV, and should a situation arise requiring the assay, we expect we would be well positioned to execute the strategy and rapidly make the test available." The only thing that invalidates this setup is when the Ebola outbreak settles down because then the thesis is broken and there is no reason for $CODX to be up anymore. But as of now, that's not the case. And when there's demand constraint, you have asymmetrical setups targeting the core problems on watch for more. Room to $6.00 and more now if we don't lose $3.00 and Ebola outbreaks continues to stay rampant.

$BLDP $4.12 - huge player in the AI Data center and Robot theme. Let me explain: They have a partnership with $VRT since 2024. They cleared proof-of-concept testing at Vertiv's facility in Delaware, Ohio, and has been validated globally (including sites in Denmark and Italy). It is designed to scale seamlessly from 200kW to multiple megawatts, targeting the high-density power demands driven by AI. They are now out of the R&D/testing phase and actively marketing the prefabricated power modules to hyperscalers and colocation data center operators. And now in commercial deployment stage! Ballard proved its utility in tech infrastructure by collaborating with Caterpillar $CAT and Microsoft $MSFT . They successfully ran a multi-day, 1.5 MW hydrogen fuel cell backup test at a Microsoft data center, demonstrating that PEM (proton-exchange membrane) fuel cells can safely handle severe, uninterrupted 48-hour data center workloads. Robots / automation: 🤖 Ballard’s fuel cells are regularly integrated into heavy warehouse robotics, automated guided vehicles (AGVs), and fuel-cell forklift fleets. Hydrogen-fueled automated units can refuel in minutes, allowing robotic fleets to achieve near 100% continuous uptime.

$TE: 🚨☀️ ROTH CAPITAL REITERATES T1 ENERGY AS 2026 TOP PICK AND $10 PRICE TARGET TE: Another Misleading Short Report; Buy the Dip On 5/19, "Fuzzy Panda Research" released a short report accusing TE of noncompliance with FEOC and accounting fraud, among others. The stock was down as much as ~11% intraday, but closed down ~2% (TAN -3%). We see this weakness as a buying opportunity as we believe TE is currently FEOC-compliant, fully transparent, and a model for what the Trump administration may want in a domestic manufacturer that is transferring advanced technology & capacity to the US. TE is one of our 2026 top picks, and we reiterate our Buy rating and $10 PT. ✅Overall thoughts. It is difficult to write a report with "10 Parts" and have every part be misleading and/or false, but today's short report on TE managed to do exactly that. The entire thesis hinges on the view that the licensing agreement between Evervolt (private) and TE is not FEOC-compliant. The report cherrypicks connections, alleges sham transactions without any legal grounding under the statute/guidance, and simplistically assumes any ties to China trip FEOC rules. The report also references checks from former TE employees and former DOC officials, who appear clearly biased against TE. We believe there is a good chance that the Trump administration views TE as a model of a company building out a fully domestic supply chain and transferring advanced technology back to the US. Trading at ~8x 2027 EBITDA, we are buyers on today's weakness. ✅The report wrongly asserts that Evervolt's Chinese ties make TE's license agreement non-FEOC compliant, but does not explain how any of those ties demonstrate effective control over TE. The report argues that Evervolt and its principal Tan Chin Piaw maintain deep longstanding ties to Trina Solar through distributor relationships, shared offices, prior antidumping listings, and other associations that render the IP transfer a sham transaction. These historical business relationships are typical across the solar sector and do not establish the effective control or ownership required to trigger FEOC disqualification after restructuring. Evervolt is an industrial conglomerate based in Singapore that completed a bonafide purchase of Trina's US IP through an auction process that we believe had multiple bidders. TE did extensive due diligence before entering into the license agreement, and the agreement specifically excludes IP from specified foreign entities and imposes strict limits on future transfers (see here). ✅The report fundamentally misunderstands the sales-agent relationship with Trina as well as assumes automatic wrongdoing due to bill-and-hold accounting. Trina acts as a sales agent for TE in the majority of its deals since it has been selling Trina branded modules with a Trina warranty, and this helps TE build out its US sales channel. This relationship does not trip any FEOC effective control rules, and the amount of business TE does with Trina is expected to decline as the G2 facility ramps. Bill-and-hold practices are explicitly disclosed by TE, satisfy GAAP requirements including customer-directed segregation, and undergo standard audit scrutiny. ✅The report incorrectly asserts that Evervolt’s paid-in capital of <$800k proves the Trina IP transfer was not a bona fide sale at fair market value, implying a sham transaction that leaves TE exposed to FEOC status. This argument rests on a fundamental misunderstanding of accounting concepts. Paid-in capital is merely a historical equity account that records the amount shareholders originally contributed when shares were issued. It has no direct relationship to an entity’s current cash resources, borrowing capacity, fair market value of assets, or ability to complete an acquisition. Legitimate IP holding companies routinely operate with low stated capital while executing substantial transactions through debt financing, investor contributions, seller financing, or other mechanisms. The report provides no evidence of the actual purchase price, valuation methodology, or deal terms. ✅The drone footage interpretation directly contradicts TE's Q1'26 earnings disclosure, which confirmed construction was proceeding on schedule with concrete works commenced in April 2026 and structural steel erection set to begin in May 2026. The drone footage captured in early May may have documented the site during a normal construction gap between civil completion and steel erection, a period when any large industrial build legitimately appears inactive from the air. There is nothing inconsistent between the footage and management's account of the construction timeline. The 12–18 month delay estimate is entirely the report's own projection, attributed to unnamed experts with no identified credentials, no disclosed methodology, and no apparent access to the construction schedule or engineering documents. On 5/8, TE posted on X photos of foundation work being done (see here ), and on 5/19, posted another update of the steel skeleton being erected (see here ). ✅The container weight analysis presented in the report has significant analytical limitations as container weights fluctuate substantially based on packing density, pallet configuration, void fill, load efficiency, and declared tare weights. Industrial sealants, glass products with variable packaging, and wood pallets in dense configurations can produce weight ranges that overlap with solar cell shipments without any fraud involved contrary to the report's speculative assessment. CBP has the physical capability and legal authority to inspect, open, and weigh containers at any US port of entry, and given the scrutiny TE has already attracted from both federal agencies and Congress, any systematic pattern of weight anomalies would be a straightforward enforcement target. The report cites no detained shipments, no CBP hold orders, no UFLPA withhold notices, and no formal customs violation against TE, a meaningful absence given the scale and duration of the alleged conduct. ✅We believe recognizing accrued 45X tax credits as a non-cash offset to COGS is standard GAAP treatment for US solar manufacturers, not evidence of accounting fraud. Under the government grant model, consistent with IAS 20 and the principles codified in FASB's ASU 2025-10 (see page 20 here ), manufacturers recognize credits in the period the eligible components are produced and sold, once the conditions for receipt are reasonably assured. Every US solar manufacturer in our coverage universe with 45X exposure books credits this way, and this is the accepted method by major accounting and law firms. Moreover, TE noted during its Q1'26 earnings call that its tax equity monetization involves additional procedural steps vs. prior years, and tax equity partners are awaiting further Treasury guidance before closing. This is a timing and market condition issue, not evidence the underlying credits are fraudulently recognized. TE's outside auditors reviewed and signed off on the Q1'26 financial statements without a qualified opinion, a meaningful procedural check that the report entirely ignores. ✅The report's inference that the DOJ investigation encompasses broader FEOC or Chinese ownership fraud is entirely speculative and unsupported by the actual disclosure language. The DOJ grand jury subpoenas relate specifically to stock sales in H2'23 by an individual associated with TE and the company attributed the questionable trades to a personal loan arrangement that it believes was structured under its insider-trading policy. Grand jury subpoenas in insider-trading investigations are routine and often result in no charges. The report presents the subpoenas as independent validation of its FEOC short thesis, a significant logical leap that the actual disclosure language does not support.

still better catch rate than jerry jeudy

$QUCY Quantum Cyber N.V. Secures Exclusive Autonomous Drone Platform as Trump Administration Seeks $55 Billion for Drone Warfare. Gave nice accumulation entries at $0.62 earlier and we got a beautiful move! $0.62 -> $0.887 so far. 🔥 With this amount of volume being traded on the day, 371 million shares, definitely worth a watch for the rest of the day. Current structure to remain bullish needs to stay above $0.70/0.62 area. $0.93+ for further expansion! Trade around these levels provided. 🚀

Buy ze Rare Earth/Nuclear/Uranium dip