StockAnalystPro

@jiahanjimliu @PSInvestor I like $KOPN for double the exposure to both $KOPN $FABC , still speculative play , high risk and high reward . Not a financial advice .

I’m monitoring $KOPN. I don’t have a write up for this one since @PSInvestor is my analyst for this and there’s no need for me to writeup when @PSInvestor has a great one.

Decision Desk HQ projects Steve Hilton wins the second of two spots in the CA Governor Top-Two Primary #DecisionMade: 8:37 PM EDT

@marketswithmay @SoFiIR CC : @LStaffordWebb @LizThomasStrat @anthonynoto @SoFiIR @DataDInvesting

$SOFI....@SoFiIR I think it's great that you plow a bunch of marketing into sports, but has it occurred to you that the ladies who - studies show clearly - make some of the biggest financial decisions don't watch/care about sports? Real Question: What are you doing about that?

@jiahanjimliu @ChairmansLedger I added $AMPG $MRLN 2 weeks ago, felt its interesting ideas.

@ChairmansLedger right on time once again. $MRLN last week, $AMPG this week. Concentrated effort and decisiveness says off.

$ASTS when the actual dates are announced for BB8 to BB10 with Falcon 9 then the FOMO starts. 👀

@ASTS_Investors Post next BB launch of $ASTS with SPACEX , Same analysts will rerate after 3 weeks from now , most easiest job in the industry is Fake analysts.

BARCLAYS MODELS 7 F9 LAUNCHES FOR 2026 As part of their update Barclays expect AST to have 28 satellites in orbit by the year end which means 7 F9 launches. Once commissioned, this should be enough to get AST OpEx break even. $ASTS

@wave3trades $ASTS : In Terms of Revenue streams @Starlink generates 25% of $44B ARR of 2026 for $SPCX . that might equate to close to $450B Valuation, $ASTS trades at $35B.👀

$ASTS I'm a firm believer that AST is going to rip after the SpaceX IPO this Friday for a few reasons 1) Starlink is worth almost a trillion of the $1.75T IPO valuation, this only proves how massive the satellite connectivity market is. 2) $ASTS offers a separate product than Starlink although most believe they are direct competitors. Starlink currently provides dish-based broadband while their D2D services are FAR behind AST's BB sat's 3) The IPO has been extremely hyped up. Everyone is trying to get a piece yet they'll only receive 5-10% allocation. What will they do with that extra cash left over? 4) The SpaceX IPO will introduce millions of investors to the satellite connectivity industry for the first time. Once investors begin researching the sector, ASTS is one of the first names they'll find. $1.75T market cap vs. a $40B market cap The gap will close nfa

@moninvestor Thanks for the shoutout @moninvestor .

$NUAI - A must-read if you're interested in learning more about this stock. I'm very bullish on it. It's currently my third-largest position.

@insiderinvests 🤣 $SOFI , let’s do 2nd IPO .

$SoFi needs to IPO again to get to $25

$AMPG had a wonderful run today .👀

@samelifeenjoyer Thanks for the additional note .

Good summarization on $NUAI. Make sure to read. I am just adding some extra color. 🙏 It is important to note $NUAI operates on a GP/LP model and does not capture full revenue. However, this allows flexibility in selecting world class partners that can fill the gaps needed. (EX: Stream/Apollo, Ramboll, ThunderHead Energy, EYP Facilities). Many of these were partnered with at the direction of the hyperscaler they are in talks with. Also, allows flexibility on capital required to fund projects by $NUAI. The modularization approach, ATOM, management is using should assist in reducing construction timelines and labor cost as parts are built off site and assembled onsite. We will see when we make it there. $APLD is a good comparison as the article notes, highlights potential on successful execution. Ted Warner helped structure, the current $NUAI CFO. May be a hot take but I believe demand is so high, in a worse case scenario, if the hyperscaler walked they would be able to find another tenant. This is what happened with $APLD. The tenant walked and they replaced in a short time frame. As always read and research team.🫡🔌💡‼️

@saylordocs if @Starlink is worth $14T, then what about $ASTS ?👀

Billionaire Ron Baron said this on CNBC: 1. Starlink will be worth up to $14 Trillion 2. SpaceX will be worth $10T - $30T or more 3. $1B IPO order 4. Would NOT bet on SpaceX-Tesla merger 5. Terafab saves big margins, 50X chips needed. Never bet against a guy who never gives up.

@MilkRoadAI @Midnight_Captl : You are spot on $GLW

Most people have never heard of Corning and they should start paying attention (Save this). Amazon just signed a multibillion dollar, multiyear agreement with Corning to supply optical fiber, cable, and connectivity solutions for its US data center buildout. To understand what Corning actually does, you need to understand what happens inside a data center at a physical level. Every AI chip, every GPU in a Nvidia rack, every TPU in a Google cluster, every processor in an Amazon data center needs to communicate with every other chip at extraordinary speeds. That communication happens through fiber optic cables, which transmit data as pulses of light through strands of glass thinner than a human hair. Without fiber, the chips are isolated islands and with fiber, they become one unified computing system. Corning invented this technology and has been refining it for 175 years. And the hyperscalers have suddenly realized they need more of it than the world can currently produce. What Amazon announced today is the third mega deal Corning has signed with a hyperscaler in the past six months. In January, Meta committed up to $6 billion through 2030 for fiber optic cables for its AI data centers, a deal so large that Corning's stock jumped 16% in a single day. Nvidia followed with an investment of up to $3.2 billion in Corning as part of a separate optical fiber arrangement. Now Amazon has added a multibillion dollar contract on top of both. Corning CEO Wendell Weeks said at the time of the Meta deal that hyperscalers would become Corning's biggest customers in 2026 and every week that passes, that forecast looks more accurate. The numbers in Corning's business confirm the structural shift is real. Optical Communications revenue hit $1.85 billion in Q1 2026, up 36% year over year, as hyperscalers and data center operators raced to expand their networks. Total Q1 revenue reached $4.14 billion, up from $3.45 billion a year earlier and the company has already signed two new hyperscaler deals just this quarter alone. The Amazon deal will create 1,000 new manufacturing jobs at Corning's North Carolina facilities and hundreds of additional construction jobs to expand its plants. Amazon has pledged to invest $10 billion in North Carolina data centers, and the Corning agreement is the supply chain backbone behind that entire commitment. Milk Road remains extremely bullish on Corning, and it has been one of our core positions, come join Milk Road Pro to get our entire thesis. Link below

@shonohenry @litigious_dulce I own Common Stock shares and Retail warrants for over a year.

@StockAnalystPro @litigious_dulce How many shares of $NUAI do you own?

@patrickbetdavid @LewisHamilton @patrickbetdavid 🎯

Aren’t you worth half a billion dollars? Who’s stopping @LewisHamilton from giving away his wealth? Is it fair that you won 105 F1 races + 7 championships? Don’t you think one is enough? Why are you so greedy with victories? Be less competitive. 🤔

@MarkosAAIG Great Post @MarkosAAIG

Behind-the-meter (BTM) solutions - Geothermal (One to Watch) As most of you know, powering data centers is a hot topic. Power is a real constraint. Grid connection queues in the US have long lead times right now. And that's why hyperscalers and other companies are increasingly looking for BTM (behind-the-meter) solutions. So you build the power right on-site. Time to compute is still the leading factor here. You see Bloom Energy $BE making deals for example, 328 megawatts with Nebius $NBIS to deploy fast. When you look further into the trend, you've got different options. And together with nuclear, geothermal is a very durable one and one that's very overlooked by the market. Google signed a 115-megawatt deal with Fervo. Meta signed for 300 megawatts across Sage and XGS. Further the leading company in it, Fervo, IPO'd at around ten billion, and is currently trading at eleven billion. (See video by @fervoenergy below) Michael Terrell, Global Head of Advanced Energy at Google, stated that getting to 24/7 carbon-free will take "more than just wind, solar and storage." And the technology has seen some incredible leaps these past years. Next-gen enhanced geothermal, or EGS, uses the horizontal-drilling and fracking playbook that the shale industry spent two decades perfecting (See AAIG cost curve image below) It used to only work in certain places on Earth, but now, in theory, it works almost anywhere. So why is it overlooked? Because the share of US electricity generation it makes up today is negligible. Part of the market still sees it as a science project while real projects, with real results, are already being built. And when you dive deeper into the total addressable market, the IEA sees cumulative investment somewhere near one trillion by 2035, climbing toward 2.8 trillion by 2050. The bandwidth of estimates how many gigawatts of geothermal can actually come online varies a lot. And that's exactly what makes this a potentially very interesting opportunity, because the sector also has a bunch of inflection points. If they can reach them - which will bring more market adoption- it gives you access to a long-term, durable market with enormous potential to deliver a lot of gigawatts. We researched a part of this market, and the opportunity, and added a company to our Ones to Watch playbook. The base of this business is very solid and it has geothermal adoption on top that the market hasn't priced in. Very interesting market. Through our Substack, you can get access to the platform where we wrote it out in full a PDF on the opportunity, on what we see in it, and why it's interesting.

@sairahul1 They will have $44B ARR in 2026 with Ai leading deals of $26B/Year with Google and Anthropic