Reddevil0224

13 posts

Reddevil0224

Reddevil0224

@reddevil0224

Katılım Ocak 2026
487 Takip Edilen16 Takipçiler
CK Capital
CK Capital@CKCapitalxx·
My favorite names in every sector right now. The full conviction list. Satellite & Space $ASTS $RKLB $OPTX AI Infrastructure $NBIS $PENG $HLIT Defense $EOS.AX $KRKNF $OPTX Humanoid Robotics $AMBA $OUST $VPG Memory & Semiconductors $MU $SNDK $MX Quantum Computing $INFQ $LAES $IONQ Data Center Power $CEG $BE $FCEL Fintech $HOOD $SOFI $COIN Optical Networking $ADTN $HLIT $LITE Different sectors. One theme tying them together. Real businesses, real catalysts, and valuations the market has not fully caught up to yet. This is where I am positioned for the next few years.
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CK Capital
CK Capital@CKCapitalxx·
What stock will 5x by end of year?
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eklb
eklb@joshdnelson2·
Do you guys think $eose will run like $BE did?
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CK Capital
CK Capital@CKCapitalxx·
Happy to add more under $16. $HLIT
CK Capital tweet media
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Menshaw | Hybrid Investing
Menshaw | Hybrid Investing@JackMenshaw·
$EOSE something is about to go down… Look at that consolidation between the 200 and 50…
Menshaw | Hybrid Investing tweet media
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The Analyst
The Analyst@MMatters22596·
$IONQ offers a very promising setup here. I expect a short-term correction into my target zone between $40 and $29. After that, my expectation is a sharp bullish move up to $100+ — as long as the red line at $25.89 holds. The entire quantum sector still feels somewhat under the radar, and that’s exactly what makes it so interesting. Recent results from IonQ once again showed strong momentum: - Revenue growth accelerated sharply (+340% YoY) - Full-year guidance was raised - Commercial traction continues improving Your thoughts on $IONQ?
The Analyst tweet media
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Reddevil0224
Reddevil0224@reddevil0224·
@joecarlsonshow I am seriously curious , did anyone in the market lose money since last year?
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Joseph Carlson
Joseph Carlson@joecarlsonshow·
It seems like the best investing strategy today is to just buy whatever went up the most yesterday.
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Evan
Evan@StockMKTNewz·
What's the #1 most UNDERVALUED stock in the market right now?
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Reddevil0224 retweetledi
Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
In 2 years, BE spiked 2100% from $10 to $220. Right now, Data centers is 7% of total US power demand and will increase 20% in a decade. Top 20 stocks with exact same set-up as BE: 1. FLNC (Fluence Energy) Grid-scale battery storage stabilizing renewable power for AI campuses. Buy zone: $11–$14 key support where buyers historically step in. 2. EOSE (Eos Energy) Long-duration zinc batteries providing 8–24hr AI data center backup. Buy zone: $5–$7 discounted near 52-week lows before AI contract momentum. 3. SMR (NuScale Power) Only NRC-certified small modular reactor for clean AI baseload power. Buy zone: $8–$11 strong demand floor before nuclear policy catalysts hit. 4. NNE (NANO Nuclear Energy) Portable microreactors delivering off-grid power directly to AI campuses. Buy zone: $18–$22 near 52-week low before DOE contracts accelerate. 5. UUUU (Energy Fuels) Domestic uranium and rare earth mining fueling America's AI-era reactors. Buy zone: $16–$19 consolidation zone before uranium supply squeeze reprices. 6. LTBR (Lightbridge) Advanced nuclear fuel rods boosting reactor output for AI power demand. Buy zone: $10–$13 proven technical support before commercial fuel contracts begin. 7. MIR (Mirion Technologies) Radiation detection systems keeping AI-era nuclear power plants operating safely. Buy zone: $14–$17 sitting near 52-week low; analysts target $28–$30. 8. IONQ (IonQ) Quantum computing platform optimizing AI workloads and energy efficiency. (my favorite) Buy zone: $33–$38 key support level it bounced hard from in March. 9. PLUG (Plug Power) Hydrogen fuel cells providing clean zero-emission backup for AI server farms. Buy zone: $1.50–$2.50 deep value after earnings turned positive in Q4. 10. SHLS (Shoals Technologies) Electrical balance-of-system hardware connecting solar farms to AI grids. Buy zone: $5–$7 oversold after selloff; analysts still targeting $9–$12. 11. ARRY (Array Technologies) Solar tracker systems maximizing cheap daytime energy feeding AI grid storage. Buy zone: $5–$7 off 75% from highs on temporary 2026 outlook miss. 12. NRGV (Energy Vault) Gravity and battery hybrid storage anchoring renewable-powered AI data centers. Buy zone: $2–$3.50 just turned EBITDA positive with AI data center deals. 13. STEM (Stem Inc) AI-driven software optimizing battery dispatch for data center grid participation. Buy zone: $7–$9 first-ever positive EBITDA gives floor ahead of re-rate. 14. CNP (CenterPoint Energy) Regulated utility expanding transmission capacity serving high-growth AI demand zones. Buy zone: $28–$32 strong base where dividend yield becomes highly attractive. 15. CLNE (Clean Energy Fuels) Renewable natural gas infrastructure offering low-carbon AI backup power fuel. Buy zone: $1.50–$2 near multi-year lows before LNG demand surge hits. 16. UEC (Uranium Energy Corp) In-situ uranium recovery supplying domestic nuclear fuel for AI-era reactors. Buy zone: $5–$7 low-cost producer positioned before domestic uranium mandate. 17. AROC (Archrock) Natural gas compression services enabling steady fuel supply for AI data centers. Buy zone: $20–$24 pullback into prior base before gas demand re-accelerates. 18. RUN (Sunrun) Distributed solar and storage forming virtual power plants for AI grid relief. Buy zone: $6–$8 washed out on rate fears; virtual grid narrative not priced in. 19. TPVG (TriplePoint Venture Growth) Venture lending to clean energy startups powering the AI infrastructure buildout. Buy zone: $3.50–$4 high yield entry before clean energy lending cycle turns. 20. PWR (Quanta Services) Electric grid construction contractor building the infrastructure every AI data center needs. Buy zone: $30–$35 multi-year support before $50B grid backlog fully reprices. Remember, these have 2000%–5000% potential just like OKLO. When it ran from $7 to $170. My favorite is IONQ first public quantum company to exceed $100M in annual revenue, guiding $225–$245M for 2026, with $3.3B in cash and zero debt. It's operating at a fundamentally different scale than the others, which is why it's already broken above $40. ♻️ RESHARE this post and share 1 comment, and I'll DM you my analysis for LITE, POET and LWLG.
Michael | Hypermarkets tweet media
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Roman Iospa
Roman Iospa@DevelopAll·
$OKLO and other nuclear should wake up and run....
Rapid Response 47@RapidResponse47

.@SecretaryWright: "We definitely want energy from everywhere we can get it. We're driving nuclear forward in the Trump Administration—but in the last 20 years, the world spent $10T on [green energy]. It hasn't made it to 3% of global energy, and it's just driven up prices."

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MrBujok
MrBujok@BujokMr·
My predictions for the next 2 months: 1. 2/13: $SPY closes Friday $666 2. 2/16: Strikes on Iran 3. 2/24-2/27: Assasination attempt on Trump or an attack on a US aircraft carrier 4. 3/3: US Congress Declares War on Iran 5. 3/6: Gold $5850 Silver $300 6. 3/11: US Supreme Court Tariff decision ruled unconstitutional 7. 3/11-3/16: Stock Market Crash, Black Friday/Black Monday. 7. 3/18: Emergency Interest Rate Cuts to <1%, QE officially launched. Bookmark this
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Emmanuel Macron
Emmanuel Macron@EmmanuelMacron·
Une Syrie unie et stable passe par l’intégration des Forces démocratiques syriennes en son sein et non par la guerre contre celles et ceux qui ont combattu Daech à nos côtés. L'offensive des autorités syriennes doit cesser immédiatement. La France et l'Europe ne pourront pas soutenir la poursuite d’une telle approche. Un accord global est possible. Le décret présidentiel sur les droits kurdes acté hier est un pas qui va dans la bonne direction. Nous poursuivrons nos efforts pour appuyer ce processus de négociation en soutien à l’unité et à l'intégrité de la Syrie. C'est le message d'un pays ami de la Syrie et du peuple syrien.
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