Zachary Bennett

@operdoor2 $FLY is the highest-conviction 10x moonshot in the entire space sector right now. Medium-lift reusable + Northrop de-risking + exploding backlog + AI/space/defense secular tailwinds = the exact recipe for a generational re-rating.

$OPEN WOW!!!!

@elonmusk $FLY is the highest-conviction 10x moonshot in the entire space sector right now. Medium-lift reusable + Northrop de-risking + exploding backlog + AI/space/defense secular tailwinds = the exact recipe for a generational re-rating.

SpaceXAI Colossus 2 now has 7 models in training: - Imagine V2 - 2 variants of 1T - 2 variants of 1.5T - 6T - 10T Some catching up to do.

@bovtokno $FLY is the highest-conviction 10x moonshot in the entire space sector right now. Medium-lift reusable + Northrop de-risking + exploding backlog + AI/space/defense secular tailwinds = the exact recipe for a generational re-rating.

ADDING $RKLB & $ASTS WILL BE OVER $150 IN 6 MONTHS

@StockOptimus @StocksOnSpaces $FLY is the highest-conviction 10x moonshot in the entire space sector right now. Medium-lift reusable + Northrop de-risking + exploding backlog + AI/space/defense secular tailwinds = the exact recipe for a generational re-rating.

@StocksOnSpaces With space IPO will SpaceX vacuum the industry with valuation or $RKLB and other space stocks get more play? Is it a good point to enter space today?

@Mattofctrades $FLY is the highest-conviction 10x moonshot in the entire space sector right now. Medium-lift reusable + Northrop de-risking + exploding backlog + AI/space/defense secular tailwinds = the exact recipe for a generational re-rating.

How 10x stocks are actually found: $AAOI $AXTI $RKLB $ASTS type names Step 1: Identify disruptive themes (Photonics, Space, Robotics, AI Infra, AI Energy, Defense) Step 2: Find the pressure point What has to work for the theme to grow? Step 3: Own the companies solving it Shortcut: Follow people who are already doing this daily. (Like me) What’s your top theme right now… and your #1 stock in it?

@danielisdizzy $FLY is the highest-conviction 10x moonshot in the entire space sector right now. Medium-lift reusable + Northrop de-risking + exploding backlog + AI/space/defense secular tailwinds = the exact recipe for a generational re-rating.

These stocks are generational wealth opportunities: • $CIFR at $14 • $AMZN at $207 • $ROOT at $43 • $META at $613 • $SOFI at $17 • $CRWV at $81 • $HIMS at $24 • $HOOD at $73 • $NBIS at $112 • $LMND at $55 • $PATH at $11 • $IREN at $41 • $OSCR at $13 • $NVO at $37 • $GRAB at $3

@JasonL_Capital $FLY is the highest-conviction 10x moonshot in the entire space sector right now. Medium-lift reusable + Northrop de-risking + exploding backlog + AI/space/defense secular tailwinds = the exact recipe for a generational re-rating.

The smart money is telling you where to invest. You just have to pay attention: AI Infrastructure: $NVDA Photonics: $COHR Data Centers: $IREN Cybersecurity: $PANW Defense/Drones: $ONDS Space: $RKLB Fintech: $HOOD Digital Banking: $SOFI Energy Storage: $TE Semiconductors: $SYNA AI Marketing: $ZETA Enterprise Automation: $PATH Biotech: $IBRX Telehealth: $HIMS Edge Computing: $OSS Cloud Computing: $NBIS Battery Technology: $AMPX E-Commerce/Cloud: $AMZN

@InvestmentGuru_ Klarna $KLAR at ~$15.70 is interesting: • $3.5B revenue • 118M active consumers (+28%) • Net cash $3.73B = $9.88/share • Headcount cut 49% while doubling revenue (AI!) It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5B with 30% growth

25‑stock list — one leader from each major sector/theme to watch for future growth $IREN – AI infrastructure $IONQ – quantum computing $RKLB – aerospace launch $ASTS – aerospace connectivity $NBIS – NeoCloud $SOFI – Fintech $EOSE – energy storage $ONDS – wireless and drone networks. $QS – Solid-state EV battery disruptor. $OKLO – nuclear energy SMR $HIMS – digital health platform. $OSCR – Tech-first health insurance $ZETA – AI-marketing data platform. $ADUR – chemical recycling tech $POET – photonics $CLPT – neuroscience healthcare $PATH – Enterprise automation and AI $JOBY – Electric air taxi pioneer. $MP – Critical rare-earth supply $KTOS – Autonomous defense $RR – Robotics automation play. $ABCL – AI antibody discovery engine. $GLXY – digital Fintech $TE – solar and battery $SOUN – Voice AI platform

@johhnyWalkerAZ Klarna $KLAR at ~$15.70 is interesting: • $3.5B revenue • 118M active consumers (+28%) • Net cash $3.73B = $9.88/share • Headcount cut 49% while doubling revenue (AI!) It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5B with 30% growth

@Christo68098001 @patientinvestor Agreed 👍

@patientinvestor $KLAR is now a Buffet like company. It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5 billion market cap with 30% growth. It trades at a market cap below cash (cash & debt securities). it could 10x in the next 10y. Think its close to bottom.

Stocks with 20%+ ROIC trading below 20x earnings: 1. HP $HPQ ROIC: 35% PE: 6x 2. Adobe $ADBE ROIC: 50% PE: 10x 3. Booking Holdings $BKNG ROIC: 40% PE: 15x 4. Lululemon $LULU ROIC: 38% PE: 13x 5. Lowe's $LOW ROIC: 38% PE: 13x 6. Constellation Software $CSU ROIC: 20% PE: 16x

@urbnsteezus Klarna $KLAR at ~$15.70 is interesting: • $3.5B revenue • 118M active consumers (+28%) • Net cash $3.73B = $9.88/share • Headcount cut 49% while doubling revenue (AI!) It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5B with 30% growth

What happened to the #openarmy Idiots should have sold at $10

@StockChaser_ Klarna $KLAR at ~$15.70 is interesting: • $3.5B revenue • 118M active consumers (+28%) • Net cash $3.73B = $9.88/share • Headcount cut 49% while doubling revenue (AI!) It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5B with 30% growth

My top 3 companies by sector 👇 AI Infrastructure: $NBIS $IREN $CRWV AI Hardware: $AMD $NVDA $TSMC Optics: $AAOI $LITE $COHR Memory: $MU SK Hynix $SNDK Robotics: $KRKNF $PATH $SYM Healthcare: $NVO $HIMS $IBRX Financials: $SOFI $HOOD $NU Insurance: $UNH $OSCR $LMND Energy: $TE $OKLO $FLNC Crypto: $COIN $BMNR $ASST Rare Earths: $UUUU $MP $USAR Automotive: $NIO $XPEV $BYDDF Space: $ASTS $RKLB $RDW Quantum: $IONQ $RGTI $QBTS Dividend: $KO $SBUX $CME Honorable Mentions: $ZETA $ONDS Who do you think is missing? 👀

@ericjackson Klarna $KLAR at ~$15.70 is interesting: • $3.5B revenue • 118M active consumers (+28%) • Net cash $3.73B = $9.88/share • Headcount cut 49% while doubling revenue (AI!) It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5B with 30% growth

$CVNA dipped below $300 this week for the first time since November. The same thing happens every time: People say the magic is over. The real reason most investors never ride a winner? They can’t tolerate the volatility. Day 207.

@BMNRTracker Klarna $KLAR at ~$15.70 is interesting: • $3.5B revenue • 118M active consumers (+28%) • Net cash $3.73B = $9.88/share • Headcount cut 49% while doubling revenue (AI!) It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5B with 30% growth

$BMNR needs to buy 1.5 million $ETH to reach the 5% goal. $BMNR has $1.2 billion in cash. $SBET owns 869,154 $ETH and trades at a discount to their NAV (0.84 mNAV). $SBET current market cap is $1.6 billion. It currently costs $1.83 billion to buy 869,154 $ETH at the currently price ($2,115). I would not be shocked if $BMNR was raising all this cash to acquire $SBET. They could potentially get a $200 million discount (although they would likely have to pay more to buy them out). The main reason to do it though would be to take a competitor for liquidity off the market. $BMNR would likely trade at a higher volume with a higher mNAV if they didn’t have to compete with $SBET. Just thinking out loud. I would certainly approve of this move

@moninvestor Klarna $KLAR at ~$15.70 is interesting: • $3.5B revenue • 118M active consumers (+28%) • Net cash $3.73B = $9.88/share • Headcount cut 49% while doubling revenue (AI!) It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5B with 30% growth

my current portfolio. LONG-TERM: $HIMS, $IREN, $ONDS & $KRKNF MEDIUM-TERM: $OUST, $UAMY, $TE, $VELO & $OSS SHORT-TERM HOLD: $NUAI & $ALMU YTD: +11.10% S&P 500: -3.30%

@StockSavvyShay @FuturumEquities Klarna $KLAR at ~$15.70 is interesting: • $3.5B revenue • 118M active consumers (+28%) • Net cash $3.73B = $9.88/share • Headcount cut 49% while doubling revenue (AI!) It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5B with 30% growth

HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +179% 2. $AAOI +178% 3. $BE +78% 4. $AEHR +77% 5. $LITE +69% 6. $WDC +58% 7. $MU +49% 8. $DOCN +43% 9. $NTLA +42% 10. $NVTS +41% 11. $OSS +40% 12. $CAVA +40% 13. $ENPH +38% 14. $TWST +36% 15. $NBIS +35%

@MrNeverSell Klarna $KLAR at ~$15.70 is interesting: • $3.5B revenue • 118M active consumers (+28%) • Net cash $3.73B = $9.88/share • Headcount cut 49% while doubling revenue (AI!) It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5B with 30% growth

All my future $SOC profits will be redistributed in: $OPEN Opendoor $LUMN Lumen $RKLB Rocket Lab $ACHR Archer They are next in line to get properly valued by the market.

4 个 AI 代理。4 种体育。 每个代理用自己的 机器学习模型 观看并分析各自的体育项目。 给每个代理 500 美元。一周后的结果： NERVE：网球（+540%） $500 → $3,200 PHANTOM：NBA（+486%） $500 → $2,928 FROST：冰球（+395%） $500 → $2,474 SIEGE：足球（+336%） $500 → $2,182 系统架构 Rust + Python 混合架构 Rust： Sportradar WebSocket → 解析（protobuf / JSON） → 数据过滤 → 通过 ZeroMQ 转发 Python： 4 个代理并行运行 每个代理使用自己的 ML 模型 普通人是在 ESPN 上看到比分，通常会有 5–15 秒延迟。 而我们 500ms 就能看到数据。 Sportradar 是一个 博彩公司使用的高级实时数据源， 费用 每月 $800–1000。 这就是优势。 每个代理的工作方式 NERVE — 网球（收益最高） 网球是 波动最大的运动之一。 一次 破发 就能让赔率市场 波动 15–20%。 模型： LSTM 神经网络 每一个 回合（point） 都会更新。 它能识别： 发球速度下降（体力下降） 连续双误（心理崩溃） 医疗暂停 胜率：62–68% PHANTOM — NBA（最准确） 模型： LightGBM 推理时间： 20ms 是四个模型中 最快的。 它能捕捉： 得分高潮（scoring runs） 核心球员第 5 次犯规 比赛中的伤病 Sportradar 直接连接 NBA 官方计分系统。 数据 500ms 内到达。 而 ESPN 需要 添加图形和回放，因此更慢。 胜率：68–72% FROST — 冰球 模型： Gradient Boosting + Monte Carlo 能识别： 守门员更换（替补守门员通常 弱 5–8%） 强打（Power Play） 空门战术 比赛最后 90 秒空门 时几乎接近 套利机会。 进球概率： 约 60% Sportradar 会 即时推送守门员下场信息， 而市场 来不及调整赔率。 胜率：65–70% SIEGE — 足球（最难） 足球有 3 种结果： 胜 平 负 平局占 约 25% 的比赛。 模型使用 实时 xG（预期进球）。 观众看到： 0-0 但 SIEGE 看到： xG 2.5 红牌情况： 市场通常 恐慌性下跌 20%。 但真实影响只有： 约 12% 胜率：58–64% 性能优化 所有模型使用： ONNX Runtime 速度比 sklearn： 快 3–5 倍 执行层 Rust 负责交易执行： EIP-712 签名 Polymarket CLOB Kelly 仓位控制 自动止损 执行延迟： < 50ms 成本 约： $3,880 / 月 一周结果 $2,000 → $10,784 他们唯一的优势就是： 交易速度比所有人都快。 Polymart+AI代理，把赌博彻底变成了一场AI竞赛

$KLAR is now a Buffet like company. It has nearly $10/share in just cash. It does $4 billion is revenues and trades at $5 billion market cap with over 30% growth. It trades at a market cap below cash (cash & debt securities). Think its close to bottom. I see 183-211%

Imagine $OPEN comes to Canada and @Drake sells his home with them and @ericjackson hands the keys over to the new owners. 🔑