Shenvar

@CKCapitalxx @retail_mourinho truly up there, but you too @CKCapitalxx. Just opened an Interactive Brokers Account and as soon as I get verified, i will transfer 5000$ and try and trade it to 60.000 until next summer to get an m4. We got this right?

What a goat RM is.

@vmdrsrs @aleabitoreddit im probably too dumb to create such a bot

@Tacotraders3sz @aleabitoreddit Just copytrade him with a bot. I made $9k copytrading him today lol.

YTD: 4502.45%.

@retail_mourinho @IM_Research_ Ne, waren Buffet war langweilig und hat 70 Jahre gebraucht.

@IM_Research_ Deutscher Warren Buffet

I already tripled my portfolio this year New YTD: +215% I achieved this mainly through margins and hit €500k for the first time, a huge step closer to my 2030 goal of €1 million. As of today, I’m off margins and have trimmed some $ASTS. These are my 5 favorite long-term stocks: $ASTS $NBIS $ONDS $RKLB $KRKNF Join me on my journey out of the cubicle. -RM

@AlmaCap114204 ight man so you would say its a buy today, even if you dont have a position yet

$FLY, up c.100% since I tweeted about it early April and still criminally cheap compared to $RKLB on a revenue multiple and from a growth perspective - I expect the stock to more than double from here by year end and to do the same again in 2027 when Eclipse ramps up. I did a long series of tweets setting out everything to know about FLY, which I've listed below for you anon: > Business Overview: 1) x.com/AlmaCap114204/… > SciTec / Golden Dome: x.com/AlmaCap114204/… > RKLB comparison: 1)x.com/AlmaCap114204/… 2)x.com/AlmaCap114204/… > Eclipse vs Neutron: x.com/AlmaCap114204/… > Eclipse Northrop partnership: x.com/AlmaCap114204/… > Lunar landers / lunar business: 1)x.com/AlmaCap114204/… 2)x.com/AlmaCap114204/… 3)x.com/AlmaCap114204/… 4) Artemis / NASA programs: x.com/AlmaCap114204/… 5)Ocula: x.com/AlmaCap114204/… 6) Confirmed lander missions and expected pipeline: x.com/AlmaCap114204/… > Engine programs / interesting hires: 1)x.com/AlmaCap114204/… 2)x.com/AlmaCap114204/… 3)x.com/AlmaCap114204/… 4)x.com/AlmaCap114204/… > Thoughts on dilution: x.com/AlmaCap114204/… I will share my thoughts as the business develops and as Block 2 comes so make sure to follow.

@PhotonBull @retail_mourinho @ChairmansLedger what is their moat

@Tacotraders3sz @retail_mourinho @ChairmansLedger it is fueling rapid growth

GENERATIONAL BOTTOM CALL BY @retail_mourinho Him and @ChairmansLedger have been pounding the table on $ONDS recently I believe the run is just starting Make sure to follow them and ride along

@MaximInvestiert Bin auf den Ragebait reingefallen von der Benachrichtigung, als ich die Kommentare gesehen habe bin ich beruhigt worden

Mir sind Autos zwar nicht so wichtig, aber der neue Ferrari Luce würde schon gut fetzten oder was meint ihr ? Optisch schon nice das Ding 😊

@ChairmansLedger idk man, heavy dillution, huuuge short interest, big competition, no real moat currently… :(

$ONDS is a pure execution story now. The demand signal for autonomous systems, counter-drone, and defense-grade communications is not the question. The question is whether management can turn that demand into repeatable revenue without constantly needing the market for oxygen. I’ve seen this market from the inside. They can. Right market. Right mission. Right timing.

@retail_mourinho whats your average for this stock? Doing my DD today.

$ONDS up 4% today at the European Stock Exchange 🔥

@aleabitoreddit what are we buying tomorrow boss, wanna get a new car next summer

Eh... I had higher hopes so far with $IQE than 3x+. There's still time though.

@ChairmansLedger @EjTomero this helps a lot. thanks man

@EjTomero Congrats on that entry. I can’t answer this question for you. All I can say is that my cost is $10 and I own 110k shares. Do with that as you will.

My take on $ONDS: This is a patience test now. The pieces are there. Autonomous systems. C-UAS. Defense communications. Software. Acquisitions. Backlog. Mission fit. But the market still wants a clean story before it pays a clean multiple. That is where most investors struggle. They want the reward of being early without the discomfort of waiting while it still looks messy. $ONDS does not need everyone to understand it today. It needs management to execute long enough that eventually they have no choice.

@saso_equity @CKCapitalxx thats risky af mate, wishing you luck

@CKCapitalxx Amazing picks. Personally I have more than half my port in $HLIT and $PENG.

Four of the most asymmetrical setups in the market right now. Four completely different sectors. All deeply undervalued. $HLIT — The only software platform that virtualizes the entire cable access network. Greater than 95% market share. Every major US cable operator already a customer. DOCSIS 4.0 is a mandatory decade long upgrade cycle and there is no alternative to cOS. $582 million in backlog. Revenue up 43% last quarter. The market has not re-rated this as the software monopoly it actually is. $PENG — NASA. US Air Force. US Navy. Lockheed Martin. Boeing as customers. $NVDA, $AMD, and SK Hynix as partners. The AMD CTO and Nokia’s optical networking president both sitting on the board. $MRVL photonic memory partnership completely unpriced. A defense grade AI infrastructure company trading at 15x earnings. $DRAM — The first and only pure play memory ETF ever created. Nine companies. Every single one wins from the same structural shortage that does not end until 2029 at the earliest. AI training needs HBM. AI inference needs DRAM. AI storage needs NAND. The silent bottleneck of the entire AI revolution and there is now one ticker that owns nothing but the companies sitting at that bottleneck. $ASTS — Every major US carrier signed. 3.3 billion addressable subscribers. Batch launches starting mid-June. SpaceX IPO coming in June repricing the entire space sector. Monthly launches confirmed through year end. Government and defense revenue completely unpriced. The most scalable subscription infrastructure business ever built. Four different sectors. One theme. All of them undervalued relative to what they are actually building. $HLIT $PENG $DRAM $ASTS

@retail_mourinho Did you hold the old Shares, or is a new position now? What average price did you buy in on friday Boss?

The last time I added $ONDS aggressively, it went from $5 to $15 within 2 months. On Friday, I bought 10,000 shares again and expect a run to $15-20 soon. -RM

@BryzonX @nipsofposeidon you still think its worth getting into this stock on Monday, tomorrow? Did my research for the whole weekend and im into it, but afraid of buying at a top.

@nipsofposeidon Yea 😂 I miss being slept on ngl Might make a burner soon

I have just went long Harmonic Inc. $HLIT Here’s my thesis: As you may know by now $NVDA recently invested in $NOK to upgrade telecommunication networks to run AI at the edge on cell towers They are using Nokia’s anyRAN software to turn their cell towers into mini data centers to monetize AI This method completely overhauls the need to physically rebuild all of the current physical infrastructure companies like T-mobile already have in place with just a simple software update Why does this matter for Harmonic? Well broadband/cable companies have been left in the dust for the longest due to their network infrastructure being stuck in the 90's where they aren't able to process the massive amounts of data that AI generates At GTC 2026, Comcast and Charter (the 2 biggest broadband companies) confirmed they are moving $NVDA RTX 6000 Blackwell GPUs out of distant data centers and into their local neighborhood hubs They are transforming their networks into a distributed AI Grid You can't just put an NVIDIA GPU in a hub and expect it to work with a 30 year old cable network Harmonic has a monopoly on what's called "vCMTS" which modernizes broadbands network infrastructure with a simple software upgrade just like NOK This means broadband companies like Charter & Comcast will finally be able to monetize AI in business and residential areas using $NVDA GPU's to do things like offer personalized commercials to individual customers using AI at the edge in real time Here is the huge opportunity for Harmonic.. As of 2026, broadband companies have gone into a state of emergency because they are unable to monetize AI like they want so they are going through a MASSIVE CAPEX cycle specifically for 'Network Evolution' Comcast and Charter are spending $22 billion combined over the next few years to build a "Smart Grid." with 2026 being the most aggressive as they aim for over 50% of their capex to be spent to speed up the process This is reflecting in Harmonics book as they now have a record $570M in backlog, up 77% YoY and recorded a 3.5 book to bill ratio in Q4 2025 ALONE 🤯 A $1.2B market cap with a $570M backlog which is probably at $600M+ now since this was announced months ago Underneath the hood you may notice that the numbers look horrendous, however this is because they just sold their old legacy video business to go all in their "Virtualization" high margin SaaS business which is now growing at 33% YoY at a 55% margin showing off some serious operating leverage The TAM for Cable Modem Termination Systems (CMTS) is estimated at $5.18 billion for 2026 with only 15%-20% of the entire global broadband infra virtualized giving them a HUGE runway for growth in the coming years Harmonic is currently only doing $450M in revenue. This means they have only captured less than 10% of their immediate SAM, despite having a monopoly.. However, I expect this to grow even faster because now there are actual government incentives behind this 1st) Starting May 8th, the FCC is starting an initiative called "Delete, Delete, Delete" which is a legal mandate for cable companies to stop wasting billions maintaining 30 year old copper wires & old hardware hubs This is freeing up tens of billions in maintenance CapEx being redirected to upgrading their network 2) The gov is currently handing out $42B in BEAD grants for rural high speed internet. To win these grants, operators have to deploy fast. You can’t build a physical hub in a month, but you can deploy Harmonic’s software in days essentially paying broadband to upgrade their network For the longest the biggest risk was their customer concentration risk but as of May 2026, rest of world revenue grew 33% YoY and now makes up 41% of their business Meaning they are no longer just a USA merchant, they are becoming the global standard for the AI Grid with Comcast & Charter leading the way for the rest of the world to follow suit Lastly, the chart looks absolutely stunning It is clearly inflecting as management is making it clear that they are no longer a boring video business, but a pure play global AI infrastructure enabler Now trading above all monthly moving averages which are starting to curl up and now breaking out of this massive bull flag I really like this name going forward and think the cat comes out of the bag in their next earnings NFA.

@LaurinDressel @Mole_141 @MaximInvestiert du kannst ja dort arbeiten, dein argument bzgl. des TAM ist trotzdem nicht wirklich gut. Valuation ist so hoch, weils bislang hauptsächlich Insti Kunden sind die bei IPO aufs dumb money, retail dumpen... die valuation ist nicht begründbar andernfalls

@Mole_141 @MaximInvestiert Glaube du weißt nicht ganz was Fomo ist und mit elon hat das nichts zu tun, der könnte mir nicht egaler sein. Ich studiere Luft und Raumfahrttechnik und arbeite parallel bei Airbus space and defence als junior r&d engineer. Habe also einen ziemlich konkreten plan von der thematik

😂😂😂

@christoph_boss @MaximInvestiert da ist nicht wirklich viel dumb money drin, da bislang hauptsächlich institutionen drin sind.. die dumpen das dann bei IPO.

@MaximInvestiert Das dumb money muss ja irgendwie noch mehr in den Markt gezogen werden ;) Ich werde auf gar keinen Fall diesem (maximal überbewerten) Hype hinterher rennen

@MrTinvests what broker are you using? Many of the US small caps can not be traded with my german brokers.

it is an honor; out of 20,000 of u visited my account in last month and 18,000 decided to follow me putting best foot forward, helping u, and that's just getting started doing for free, but if u want to help the cause share with ur network,, follow your risk, take the trade u like, and make millions

@MrTinvests I will join from now on. Your calls looking big sir

On this run - We made big profits on $rklb $optx $cohr $bksy $pl $asts $sats $ora $now $snow the challenge account is at $38k in 22 days- we are up 52%. new positions in and working I am the only one giving all free buys, sells everyday we're making $500-1000 daily. Getting rich together,

@MaximInvestiert Maxim denkst du der Space X Ipo wird Liquidität binden und viele andere Tech Werte runterziehen?

Heftige Margenausweitung bei Micron! 🚀 Die Margen sind fast wieder auf den historischen Rekord-Höhen von 2018.🧐