Ak
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Exactly 2 years ago, ASTS was at $2 and ran to $120+ this year.
It ran 6000%. Its revenue went from $500K to $71M.
Here's 8 stocks that can run 2000%-5000% under $5:
1. SIDU (Sidus Space)
Defense SHIELD contract + AI satellite data service scaling fast in 2026.
2. KULR (KULR Technology)
Battery tech revenue grew 51% YoY; scaling to 50,000 packs monthly by mid-2026.
3. BBAI (BigBear AI)
Defense AI platform pivoting to higher-margin model amid surging U.S. defense AI spending.
4. SOUN (SoundHound AI)
Voice AI embedding into automotive and enterprise; analysts see 112% upside from current levels. (my favorite)
5. LAES (SEALSQ Corp)
Post-quantum security hardware every government and bank must migrate this decade.
6. KITT (Nauticus Robotics)
Subsea robotics + critical minerals with potential UAE and defense contract catalysts ahead.
7. MTEK (Maris-Tech)
Edge computing video processor flying aboard LizzieSat-4 orbital mission later in 2026.
8. CATX (Perspective Therapeutics)
Cancer therapy in late-stage trials; analysts project 458% upside with Strong Buy consensus.
Remember, these have 2000%-5000% potential just like ASTS, my favorite is SOUN is clear financial leader of this group. $29.1M at 151% revenue growth with $246M cash and zero debt isn't even close to the others it's operating at a fundamentally different scale, which is also why it's already broken above $5 a little.
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@abflipse @borremans56870 cool heeft ook mijn intresse ! succes daar.
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JUST IN: Disney World brings back its “Ladies and gentlemen, boys and girls” greeting after dropping it in 2021.
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@thefutballboy_1 Oliver Kahn talking about entitlement after his Bayern side just needed a red card and two late goals to scrape through? 15 UCL titles don't come from crying about refs, they came from winning when it matters. Cry more legend. The UCL belongs to Madrid.
HalaMadrid
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Ak retweetledi
🗣️🎙️| Oliver Khan on Real Madrid players attitude:
“Things need to be done to stop this. They can’t keep getting away with it. It always end in chaos whenever things don’t go their way, they act like every correct refereeing decision should favor them.
And tonight was no different. They did the same thing against us last season, and here we are again this season. It’s unacceptable, and it has to be stopped. Honestly, it says a lot about how they’ve managed to win 15 UCL titles.”
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Ak retweetledi
The July 23-24 FDA meeting on peptides could end up being the beginning of a much bigger shift for $HIMS.
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@straightahead31 @geertwilderspvv Dat denk ik ook. Voor mij nooit meer PVV als ze dit nu in deze fase naar de klote helpen en de wet gaat stranden, alleen vanwege een lullig toevoeginkje waarmee je wel brede steun had kunnen krijgen voor de totale wet in de EK.
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Terecht dat de Eerste Kamerfractie #PVV voor de wetten van Faber stemt want die maken het asielbeleid strenger. Maar verder kan dit waardeloze kabinet naar onze steun fluiten. Ze zitten opnieuw de strafbaarheid van illegaliteit te downplayen, ze willen botte dwang toepassen bij de asielopvang, ze weigeren een asielstop en grensbewaking in te voeren en de partij van de premier - D66 - stemt zelf tegen alle wetten en dat is ongekend.
Dit kabinet kan de rambam krijgen.
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Je zet 64 miljoen documenten in een kluis. Dan komt er een schandaal en heel veel (écht heel veel) onderzoek.
En niemand die dan zegt “he wacht, er is nog een kluis!” Niemand?
Ongeloofwaardig en als waar: dóódeng dat er zo gezwegen wordt.
NU.nl@NUnl
Belastingdienst vindt bestanden die niet zijn onderzocht in toeslagenschandaal ift.tt/2Fsorfw
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Ak retweetledi
🚨 In 1968, a mathematician was fired from the NSA's codebreaking unit for opposing the Vietnam War.
He had zero finance experience. Zero Wall Street connections.
He started a hedge fund in a strip mall.
That fund averaged 66% annual returns for 30 years. The best investment record in human history.
Better than Buffett. Better than Soros. Better than every hedge fund that ever existed.
He never hired a single person from Wall Street. Only mathematicians, physicists, and codebreakers.
His name was Jim Simons. He died last year worth $31.4 billion.
I turned his methodology into 12 prompts.
Here are all 12:
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Ak retweetledi
2028: The Year the Lights Go Out for AI Clusters?
The AI industry has officially shifted from a "Compute Crunch" to a "Photonics Panic."
$LITE CEO Michael Hurlston just delivered a seismic warning: if current order rates for US hyperscalers persist for just two more quarters, their production capacity will be completely sold out through the end of 2028.
This isn't just a corporate milestone; it’s a structural ceiling for AI growth.
When the market leader closes its books for the next three years, the "Optical Nervous System" of AI becomes the most valuable commodity on Earth.
1⃣The Direct Capacity Alternatives (Primary Laser & Module Sources)
As hyperscalers scramble for slots that Lumentum can no longer provide, they are diverting billions to the only other firms with high-volume production lines:
➡️Applied Optoelectronics $AAOI:
The primary beneficiary of the spillover. Their strategic partnership with Microsoft and massive Texas-based manufacturing capacity makes them the immediate "Plan B" for 800G and 1.6T modules.
➡️Coherent $COHR:
Lumentum’s most formidable rival. They hold a massive share in EML (Electro-absorption Modulated Laser) technology.
With LITE full, Coherent becomes the default gatekeeper for high-end optical capacity.
2⃣The Foundry & OSAT Layer (Manufacturing & Advanced Packaging)
These firms provide the physical fabrication and specialized assembly services for the industry's biggest players:
➡️Tower Semiconductor $TSEM:
A crucial "Foundry" player. They specialize in Silicon Photonics (SiPh) fabrication, acting as the factory floor for fabless designers who need to integrate light onto silicon at scale.
➡️Fabrinet $FN:
The "Gold Standard" of optical contract manufacturing.
They physically assemble the complex modules for Nvidia, Cisco, and Lumentum.
A sold-out industry means Fabrinet’s high-precision lines are the most contested real estate in tech.
3⃣The "Intelligence" Layer (DSP & Architecture Control)
Hardware is useless without the silicon that manages the signals.
This layer dictates the efficiency of every photon:
➡️Marvell $MRVL & Broadcom $AVGO:
The duopoly in DSP (Digital Signal Processors). Every laser module requires their silicon to "talk" to the GPU.
Marvell’s TERA platform is the mandatory brain behind the 1.6T era.
➡️MACOM Technology $MTSI:
The pioneer of LPO (Linear Pluggable Optics). By removing the power-hungry DSP in specific short-reach links, MACOM offers a "power-saving" escape hatch for data centers hitting their electricity grid limits.
4⃣The Innovation Accelerators (Bridging the Supply Gap)
With traditional capacity blocked, these innovators are accelerating "Next-Gen" architectures to bypass the bottleneck:
➡️Sivers Semiconductors $SIVE:
A leader in external light sources (CW-WDM) for CPO (Co-Packaged Optics).
Sivers is essential for moving the laser from the pluggable module directly into the processor package - the holy grail of efficiency.
➡️Alumea $ALMU:
A specialist in high-efficiency silicon photonics engines, streamlining the transition to 1.6T and 3.2T speeds where traditional optics fail.
➡️POET Technologies $POET:
Their "Optical Interposer" is a motherboard for light, allowing for radical miniaturization and lower-cost assembly compared to traditional "active" optical alignment.
➡️Lightwave Logic $LWLG:
Developing proprietary electro-optic polymers. These materials modulate light at speeds (200G+ per lane) that standard inorganic crystals struggle to achieve.
5⃣The Transport Giants (DCI & Global Infrastructure)
Data must move between clusters and across continents. These firms control the "Inter-City" light:
➡️Ciena $CIEN: Their WaveLogic coherent optics are the global standard for long-haul Data Center Interconnect (DCI).
➡️Nokia $NOK - Optical Networks (NOC):
They provide the high-capacity optical transport and carrier-grade routing that form the literal backbone of the global AI internet.
6⃣The Quality Gatekeepers (Testing & Validation)
In a world of scarcity, a single "dud" laser can take down a $10B cluster.
Yield is everything:
➡️Aehr Test Systems $AEHR:
The kings of wafer-level "burn-in."
Their FOX-XP systems test thousands of lasers simultaneously under extreme stress to ensure they don’t fail after installation.
➡️FormFactor $FORM:
They provide the ultra-precise "probes" and test systems that validate optical performance on the wafer before it is even cut into chips.
7⃣The Atomic Foundation (Raw Materials & Substrates)
The "Bottleneck of Bottlenecks."
No substrate = no laser.
Period.
➡️AXT Inc $AXTI:
A critical supplier of Indium Phosphide (InP) wafers—the physical medium required for the high-performance lasers that drive AI.
➡️IQE PLC $IQE:
The masters of Epitaxy. They "grow" the complex semiconductor layers on wafers atom-by-atom. IQE is the first point of failure in the global supply chain.
➡️Soitec $SOI.PA:
The dominant provider of SOI (Silicon-on-Insulator) wafers, the essential building block for the entire Silicon Photonics movement.
⬇️Executive Summary: The Photonics Supercycle
A situation where a market leader (Lumentum) sells out production nearly 3 years in advance happens once a decade. This means the speculative phase of AI has ended, and the phase of brutal infrastructural execution has begun.
Key Investor Takeaways:
▶️Seek "Available Capacity": If LITE is full, capital and orders will immediately flow to AAOI and COHR.
▶️Watch the Foundations: Without wafers from AXTI and processes from IQE, not a single additional laser can be built. These are the true "Gatekeepers."
▶️Bet on Quality: With such massive production scales, errors are inevitable. Testing companies like AEHR and FORM will benefit from every photon produced.
▶️Innovation is Mandatory: New architectures like LPO (MACOM) or CPO (Sivers/POET) are no longer just curiosities, they are the only way to prevent AI from "suffocating" due to energy and bandwidth limits.
⬇️Question to the Community:
Analyzing the current supply chain and the fact that optical infrastructure is becoming the new "AI bottleneck", which of these companies would you invest in today at their current market valuation?
Which one has the highest potential for a "re-rating" in the coming quarters?
Let us know in the comments by dropping the Ticker! 👇
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Antarctica’s iconic emperor penguin has been deemed an endangered species as the sea ice it depends on shrinks due to rising temperatures. Full story: bloom.bg/4tDkTlT
📷️: Philip Trathan
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Defensie bouwt samen met KPN en Thales een geheime cloud voor staatsgeheime gegevens.
Zo houden we controle, vergroten we digitale slagkracht en blijven we technologisch een stap voor.
defensie.nl/actueel/nieuws…
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Ak retweetledi
Wat is dat voor idioterie dat Engelse tweets nu automatisch vertaald worden naar Nederlands? Waar kan ik dat uitzetten?
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His rules were perfect.
I mean this literally.
Every rule serious traders use today,
Jesse Livermore wrote it first.
Cut losses fast.
Let winners run.
Never average down.
Never trade on emotion.
Sit on your hands more than you trade.
The market is never wrong. Opinions are.
Perfect rules.
He broke every single one of them.
Not because he didn't know them.
Because knowing and doing are two entirely different skills.
Most people have never learned that difference.
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Ak retweetledi
Peter Lynch turned $18M into $14B. His 6 rules for multi-bagger stocks selection:
1. Trailing P/E < 25
2. Forward P/E < 15
3. Debt/Equity < 35%
4. EPS Growth > 15%
5. PEG Ratio < 2
6. Market Cap > $5B
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@Ajaxshowtimecom Hele grote bek deze Garcia oo de dag dat hij Jong Ajax overnam maar maakt niks waar.
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García legt uit waarom hij Konadu in bracht voor Weghorst tegen FC Twente in plaats van Dolberg ajaxshowtime.com/hoofdnieuws/ga…
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