d i v e r g e n t

I trade, read, suffer, joke, and occasionally get away with it.

$OUST guess life does imitate art.. First TP hit, onto the next target, $50 🤝

$JOBY long @ $11.40

market opens in less than an hour currently holding $TSLA $BB $OUST and $MSFT longs watchlist for the week: 1) $VELO 2) $JOBY 3) $ZBRA 4) $CLFD 5) $PATH 6) $BBAI look at my previous posts for charts and analysis LFG ⚡️

$CLFD | Long Thesis - designs, manufactures and distributes fiber optic products - around $600M market cap - strong backlog, active buybacks, good Q3 guidance - BEAD catalyst = $42.45B US broadband program - BEAD-funded connections recently went live, this means start of deploying. however, revenue impact is delayed + Q2 wasn’t a good quarter = bear case - huge rectangle base consolidation now breaking out with a price target of $80 narrative is strong with fiber optics and data centers, think of it as a really small and speculative play on $GLW I like the chart and the narrative a lot, no positions atm, will update later NFA / DYOR

@HunterAllen4 🤝🤝

@raichutokenized Indeed bro

this is called a re-rating and the good news is $BB is just warming up

$BBAI | Long Idea - "little $PLTR" with $2B market cap. sells AI/analytics software to gov-heavy customers - cleaner balance sheet than before - potential beneficiary from Pentagon $30B backlog - around %30 short interest - earning were a miss but the market doesn't seem to bother, that's a good sign of low expectations and a potential local bottom - 4 month-long inverse H&S with a price target of $6.40 first place to take profit would be around SMA200 ($5.30) - last Friday's wick/rejection is a bit concerning, I need to see a clear breakout before scaling into a long I know I said I wouldn't buy Palantir here but this is giving some speculative and explosive vibes, may work as a short-term trade NFA / DYOR

@HunterAllen4 ⚡️⚡️⚡️

MARKETS OPEN IN 20. every day is different. I will post unusual volume as I see it. I will give long thesis for potential 10x on small caps. We won’t miss another. Here’s another $DDD I give ideas on stocks that fly under the radar you won’t see me talking about the names 90% x are on. Be different. Be unique. Be you. Ideas are ideas. But finding another account working harder Good luck. 😤 Research 24/7 Scanning charts daily 500% runners & 10x longs I’m a real person DMs always open I’m shouting out legends every day who provide value I also just unfollowed 117 accounts who didn’t want rock with us. If you’re working hard and want to be seen and found on here. Follow and subscribe. I’m trying to find new hard workers and legends daily. Engaging with me means I’ll go straight to your account and do the same and if I like your content I make lists daily to do shouts. Plus. Alpha. Alpha. Alpha. More alpha Here’s some accounts you all should look into following @Edge_Bolt @LeifInvests @rotten_guts5 @WolfOfTrenchess @raichutokenized @DorisDi3 @wealthyfranklin @perspez @gpaisa7 @theFInvestor @enogrowth @kurrensy_trades @Dmytro_Lebid @Billerrr1 Let’s all bank fam. Subscribe for just 1$ The community I’m building here on x will be one to remember. Follow me. Follow the people I suggest to follow. Subscribe. 🏦 BANK. $DDD is shifting into a high-value manufacturing platform positioned across: • AI data center thermal systems • semiconductor capital equipment • aerospace & defense production • medical & dental manufacturing THE NUMBERS THAT MATTER • Revenue (Q1 2026): $95.5M (+1% YoY, +11% ex-divestitures) • Healthcare segment: $50.1M (+21% YoY) • Gross margin: ~35.9–36.1% (expanding YoY) • Adjusted EBITDA: + $2.1M (from -$23.9M last year) • Cash: ~$86.5M • Market cap: ~$350M–$500M range (micro-cap re-rating zone) WHY THIS STORY IS DIFFERENT NOW 1) AI DATA CENTER COOLING DEMAND IS EXPLODING AI racks are moving into: • 30–140kW+ per rack • liquid cooling becoming mandatory • thermal engineering becoming critical infrastructure DDD already works in: • semiconductor wafer-stage thermal control • precision fluid manifolds • vacuum/cleanroom-compatible metal parts • ultra-high accuracy cooling systems That directly translates to: • cold plates • heat exchangers • direct-to-chip liquid cooling hardware 2) SEMICONDUCTOR + PRECISION ENGINEERING MOAT DDD’s advantage is not “printing parts.” It’s precision thermal + fluid physics manufacturing. They already solve: • <4 mK thermal stability systems • microfluidic channel optimization • vibration reduction via monolithic metal design • complex copper and alloy geometries 3) DEFENSE + ONSHORE MANUFACTURING TAILWIND Exposure across: • aerospace & defense programs • U.S. Air Force initiatives • naval + advanced materials supply chains • America Makes ecosystem Trend tailwind: 👉 reshoring + secure domestic production Defense buyers prioritize: • reliability • qualification • supply chain security not lowest cost $DDD fits that model. 4) TURNAROUND METRICS ARE IMPROVING What changed vs prior cycle: • Operating losses sharply reduced • ~$55M cost cuts implemented • SG&A materially down • EBITDA inflection achieved • Healthcare now a core growth engine 5) MIX SHIFT = HIGHER QUALITY REVENUE Growth areas: • Dental + MedTech (+20%+) • Aerospace & defense (double-digit growth) • materials + recurring consumables This is a $350–500M micro-cap showing: • positive EBITDA inflection • expanding margins • AI infrastructure adjacency • defense + semicap exposure • healthcare growth engine If execution continues, the rerating case is not about “3D printing hype” — it’s about whether the market starts valuing it as critical thermal + precision manufacturing infrastructure for AI and defense. $VOO $HIVE $HYLN $VELO $HYFT $CELH $PLTR $HIMS $RDDT $AIB $FEMY $JOBY $TE $SIVE $ZS $MRVL $SNPS $SNOW $DELL $LAES

@ParadisLabs Palantir and dependent analogy is referring to political environment, not retail hype I thought I should correct myself before being marked buy Palantir fans..

okay this is kinda my bottleneck 1st edition Charizard’s = buying $AAPL now, most expensive but def will keep going, least explosive Poncho Pikachu’s and Mario/Luigi Pikachu’s = scarcity and Japan promo, still has growth, better R/R tan Charizard imo, great cards and I think these are good for investment if you find a good deal Moonbreon = kinda like $PLTR, huge fanbase and hype, safe to say it’s the modern symbol of TCG. not as solid as Pikachu or Charizard, dependent on hype Modern chase cards like Buble Mew, 151 series cards (Charizard and evolutions are best) Gengar VMAX, these are like your $OUST $AAOI $SIVE etc. High beta, but they are cheaper, for now. this just sums it up, it’s def a rabbit hole.. Charizard 1st edition is too expensive imo, not worth the growth. So I think Poncho Pikachu’s and Mario Pikachu, Moonbreon, Charizard 151 ex199 and maybe buy Charmeleon and Charmander too as a set. Bubble Mew, and throw a Gengar VMAX. Van Gogh Pikachu as a bonus or Pikachu #227 Japanese Promo (it’s also great art imo and one of the best returns since 2024) and 30th Celebration Set is coming out later this year, def look at those chase cards too. All PSA10, as an investment always go PSA10 as price increases more than PSA9 or raw. That’s how I would start Pokemon TCG as an investment. Not sure 2026 is the best year to do it tho, it’s kinda like 2021 crypto atm. Also go raw hunting in Japan for less scarce and/or modern cards (mint condition) then try to get them graded as a 10 yourself, this is where the real ROI is.

Bruh... Since 2004: - $SPY: +485% - 1999 Charizard #4 Holo: +41,700% Which cards are good investments? (I know nothing about Pokémon)

@__Con_ great post bro, thanks for the credit insane that we have flying taxis with vertical takeoff and vertical landing, Blade Runner vibes

Short-term trade idea; $JOBY I'm liking this setup a lot. It had a slight deviation below support, broke through that "resistance" once it fell below, and now retested it again as support. All while ending its ABC wave lower, and starting it's 1-2-3-4-5, going into its wave 3 higher now. This is a clear entry signal here: buy now and have a take profit at 16. That'd be a 50% gain. I could give a thesis, but I think @raichutokenized said it well below (so give that a read). I don't want to just copy and paste the stuff into this text. On that note: buy some for this swing trade.

$JOBY | Long Thesis - flying taxi stock but not a meme anymore - FAA confirmed aircraft flight, confirmed three of four major reviews for FAA certification - around $2.5B in cash and short-term investments - White House backed eVTOL Integration Pilot Program and Dubai launch both expected in 2026 - institutional backing includes Toyota and Yahoo as major shareholders - high valuation, high dilution (in Q1) and execution risk = bear case - great chart tbh, 4 month-long inverse H&S pattern with a price target of $15. breakout through the neckline would be a long trigger for me expensive, risky and still has a lot to prove in terms of commercial revenue. no positions atm but I think this is a strong setup, will update later NFA / DYOR

$PATH | Long Idea - enterprise automation company with $5.89B market cap - new pitch is AI agent automation - good financials, low revenue guidance for 2027. $1.7B cash flow, new $500M buyback authorization - earnings on May 28 Thursday. we need good ARR and guide, and a raise in FY2027 guide - 28.6% short interest, things could get interesting in both directions with the earnings - competition and slow growth = bear case - chart looks good for a potential double bottom, reclaiming SMA50 I don't like it as an earnings play, no positions for now but def on my watchlist NFA / DYOR

@HunterAllen4 thanks bro let’s get it ⚡️

@raichutokenized Looks good bro

$ZBRA | Long Idea - picks&shovels automation stock - solid Q1 with sales up double digits, improved margins, guidance raised and management expects $900M free cash flow this year, they also kept buying back the stock which is something I like - textbook Cup&Handle pattern with a price target of $295 - price got rejected from SMA200 and retested the neckline and bulls stepped in, that's a good sign - I wish I had researched this last week and bought around the retest. I might just long it tomorrow or wait for a small pullback around 2-3% to reduce risk NFA / DYOR

@raomtr4 @Osemka8 forming a lower low below the April 2025 low, it may hold and act as a local bottom too, who knows? just expecting one more low below 60K

@raichutokenized @Osemka8 How is flipping 2021 all time high into support on HTF is bearish htf structure?

Just a reminder: this $BTC channel was also viewed as a bear-flag in 2023

Almost every advancement that the church stood against: Galileo, Index Librorum Prohibitorum, Sylabbus of Errors, IVF for modern era has one thing in common. They are and were disruptive af despite the stance being right or wrong, all changed the way of life as people knew back in the day. I think they’re completely right on AI and transhumanism. Even social media and now LLMs changed psych and social norms a lot in the past 10 years. We can’t help it because it’s kind of our destiny to progress but transhumanism on a major scale would damage the world in an unrepairable way. I’m not talking about AI taking over jobs or AGI going full Ultron on us, it’s basically less human presence in every aspect of life, not just finance or factories. We’re already seeing it. It is both scary and magnificent at the same time. I’m not sure if we’ll be alive to see it but this new era of wild-transhumanism won’t end well in my opinion. I hope it does, but disruption always win. And I don’t mean doom scenarios, humanity is so powerful in terms of adaptiveness, we’ll make through. Just in a different way that I personally think I wouldn’t be happy to take part in.

:)

@Osemka8 yeah it doesn’t, but bearish patterns work more accurate on bearish HFT structure and vice versa just saying that the flag you’re comparing failed in a bullish HTF structure, which doesn’t exist today respect the idea, glad to exchange thoughts 🤝

It doesn't need to produce a market structure shift to play out as a rising accumulation channel and a bullish breakout. The environment is totally different to that flag you're pointing out in 1 and the underlying dynamics can't be compared. I've been on this for a long while. Feel free to browse my site :)