Brown Hole Capital

Fun fact. A civilization 2,000 light-years away pointing a powerful enough telescope at Earth right now would see the Roman Empire.

$INFQ Hashtag “special sauce” Best CEO face in quantum. Only Matthew Kinsella 🫡

@GrindeOptions The energy business is massively slept on. They have megapacks providing power to data centers in Hillsboro, Oregon. Very few report on this side of the business. We are in a massive energy bottleneck 🚀🚀

I think $TSLA is going to have one of their best earnings yet next month. They’ve been scaling production, expanding Robotaxi, increasing auto sales worldwide, bringing online more energy projects and producing the semi in Nevada. Also, they are scaling their services like supercharging, autobidder, insurance and FSD at a record rate. I’m excited to see here on the earnings call what has been happening behind the scenes at Tesla because a lot has been happening.

@GrindeOptions Ass

More money, more…

@optionscjp As I dedicated reply guy investor, I love posts like these. Love the upcoming timeline 💪🙌

$KRKNF Kraken Robotics is one of my favorite plays in the stock market right now, and should do really well heading into Anduril's eventual IPO. Here is a full catalyst list of every important date the company has upcoming over the next 6-12 months. • June 16–17 — Global Offshore Wind conference • June 24 — Annual shareholder meeting • Late June / end of Q2 — Expected closing of the $615M Covelya acquisition • At Covelya closing — Updated combined 2026 revenue + EBITDA guidance • At Covelya closing — $402.5M of subscription receipts convert into common shares • July 2026 — Anduril is expected to complete its U.S. Navy CAMP Dive-XL demonstration • Before July 7 — UK expected to publish its new defence investment plan • July 7–8 — NATO Summit; potential new maritime, autonomous systems + subsea security spending commitments • August 19–20 — DALO Industry Days in Denmark • Late August — Q2 earnings + first major update following the expected Covelya closing • H2 2026 — New battery manufacturing capacity ramp and delivery execution • H2 2026 — Potential new sonar, battery, KATFISH and defence contract announcements • Q4 2026 — EU smart-cable and submarine cable-security funding decisions • November — Q3 earnings + first fuller look at Covelya integration and combined financial performance • December 31 — Final acquisition financing backstop if the Covelya deal is somehow still not completed Ongoing narrative: • Covelya integration + synergy upside vs dilution/debt risk • NATO rearmament and critical underwater infrastructure spending • Anduril/Ghost Shark production exposure • Second-half weighted revenue creates major execution upside/risk • Kraken evolving from a small sonar supplier into a global subsea defence platform

Met a guy the other day that used to work sort of higher up for Anduril We got to talking about investing and I mentioned $KRKNF is one of my favorite Anduril proxy plays The head nod and smile spoke a thousand words I won’t be selling my shares anytime soon

@optionscjp $KRKNF

Names I think you should absolutely be loading the boat on right now $NVDA $NOK $QCOM $AMZN $META $PLTR $HIMS $KRKNF $ENPH $TE $XE $OKLO $IREN $CRWV

@grassosteve Our guy! Let's go Steve

$INFQ

@_FinalFortune @RJCcapital Still so early

this is my $RKLB average cost should I sell it all tmrw ?

@DeepValueBagger Congrats dude, that's an epic original bag. The fun part will be holding for the next 5 years

$RKLB entering the Nasdaq 100 gives me a bit goosebump. I published my infamous thesis on $RKLB in January 17, 2025 when $RKLB was $24. Many investors followed me and it built my early followings. My article was republished in Korean community and attracted a decent following oversea too. I rarely write a love letter "thesis" for a stock I feel so passionate about. Rocket Lab was literally valued $3B for 2nd most successful rocket company in the US (only 2 companies are successful in the US - i don't count Boeing's record). It was a generational buy to be able to become an equity owner of that company. It would take 10 years just get it right through immense R&D and spending, and most of those companies go bankrupt - not Rocket Lab. I started buying them since they were $7-$8 from Sept 2024. At one time, I owned more than 30,000 shares of $RKLB, nearly $4m value today. I recently trimmed a large chunk coming up to SpaceX, and hold more than 2000 $RKLB shares. For all of us who invested this long, I can say that we never expected the price move so fast, and it would make the Nasdaq 100 in only 2 short years. I'm still processing how surreal it is. Congrats everyone!

@infleqtion Keep up the good work team!

With family activities and live music from our own in-house band, “The Superpositions”, we celebrated everything we’ve accomplished so far this year at our annual Infleqtion picnic in Louisville, CO. We're so grateful for our talented, collaborative and dedicated team. Infleqtion is building something exciting, and we’re not slowing down. We’re growing and looking for great people to join us. Come be part of it! ow.ly/fAUf50ZaJJI

@Para_Capital beast

42,000 common shares and counting $KRKNF / $PNG.NE New deep dive for my krakheads. x.com/para_capital/s…

@kevinxu It will never be low enough for him. Classic

Update: friend who's been sitting on $2m in cash waiting for the crash still has $2m in cash Smart or dumb?

The only stock i'd honestly be excited to add down here that I currently own is $INFQ. Under $13 is good IMO. Near $10 is a gift. $ASTS under $90 would be tempting if I didnt have a full position. NFA of course

@RKLBMan Only a matter of time before INFQ goes mainstream

Added a bit of $INFQ and $OUST this morning. Full position in $OUST for now.

Nobody wants to hear it. This correction is needed. And healthy.

@LanceTeren Great day to buy, if you have conviction days like today should be celebrated.

$INFQ YES THIS SUCKS I hate the price action too, but you have to realize, does it even matter right now? It’s so early into quantum computing and if you’re invested you can’t worry about how it moves day to day, think in years not weeks. Theres a long horizon ahead.

@growthrapidly $INFQ

What stock do you think people will regret not buying today when they look back 2 years from now? 👀

Fantastic 5 min video about Quantum applications in space. This is one of the easiest pieces of content to digest about the technology. We are extremely early. Major Space applications to come. @miscomputate @QuantumBullHQ @jrouldz @wolfgangkasper @jonathankjones Infleqtion Quantum in Space: Why It Matters youtu.be/j9QqvfhPGZc?si… via @YouTube