Mississippi Eubanks

@CalvinBennett67 @Alice_MiaX Yep!

@Alice_MiaX I honestly admire your discipline. When my buying power gets over $1000, I’m picking up something! Lol.

I don’t know what to buy…. Sitting on 42k… 🤔

@PhotonBull I missed it at $700. Kicking myself.

Turned out to be a great entry LOL Memory supercycle + Trump bullish + price targets going through the roof There were signs... $MU

@InFoTheLongTerm @OBPinvestments Let me know if there is.

@OBPinvestments $MU, $BE, $TE and $RKLB. Is there an ETF for that?

What's a stock you'd FULL PORT with zero fear?

@itsjcmerlo We keep adding 50 here and there. It looks good and I’m willing to put $$ where homework says. Facts don’t lie.

Simple math It’s the future… This will move and it will move with volume Play your game with the cards you are dealt $HLIT

@xemcoin I own both.

Would you rather own $HYLN or $TE over the next 3 years?

@TheStoicCapital @leopoldasch Look at $HYLN too.

$TE now at $10. I think this might just be @leopoldasch’ baby $BE.

@TheStoicCapital Just purchased another 180 shares.

$TE - that is all. You’re welcome.

@AlexandruB67106 @aleabitoreddit Just did my homework on this last night. I’m probably going 4-5% of my portfolio. $BE is good however everyone likes competition .

@aleabitoreddit HYLN for their Karno generator, US Navy just validated the concept and they expect around $50m from them alone this year, data centers need energy. Hyliion's KARNO generator natively produces high-voltage direct current (DC) electricity on-site.

All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade. Especially given $NVDA pushing shift to 800 VDC. Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world. What's your pick?

@JasonL_Capital Thank you for using plain english and not using $15 words.

Goldman Sachs just projected the AI optical networking market hitting $154B by 2028 - nearly 10x from today. As GPU clusters scale into multi-rack systems like NVIDIA's NVL576, the bottleneck shifts from compute to the fabric connecting it all. 10 companies across the photonics supply chain: 1. $MRVL - Marvell Technology Designs the optical DSPs and custom interconnect silicon that encode and decode data moving between GPUs at 800G and 1.6T speeds. Data center revenue hit $1.5B last quarter - 74% of total revenue - up 38% year over year. Record quarterly revenue of $2.075B.

@mistressdivy Was studying till 3a.m. this morning

Tell me you invest without telling me you invest.

@ant_trading1 @wealthyfranklin Those conviction stocks the worst.

@wealthyfranklin 10 feels like a lot, i usually like 3-5 but it’s hard cutting down when you feel a conviction towards some stuff

How many stocks do you own in your portfolio?

@tinamerritt123 @edgaralandough Greatest job I had is being a father

@edgaralandough Having kids is the reason why we are here. And everyone telling you otherwise is anti-human.

What is the harshest truth that every human must learn at some point in life?

@synncube111 @edgaralandough 100% hard lesson

@edgaralandough Not everyone will love you back the way you love them

@Dearme2_ God will shed you of the things in your life holding you back. Be thankful and find someone you can quietly help without them knowing. Everything will be okay!

To all men who survived rock bottom, what’s one piece of advice would you give a man who feels like giving up right now?

@extralovingcup @YodaStockInvest years

@YodaStockInvest $AUR

What’s the ONE stock GROWTH investors should not miss?

@YodaStockInvest Credo is a company that uses their patented connection to service semiconductors and microprocessors. They do business in EVERY datacenter. (elementary explanation)

@MEubanks72 what are they>

Someone’s favorite DataCenter stock says a lot… $NBIS $IREN $CRWV $CIFR what's yours?

@CKCapitalxx Thank you!

Opened a long position in $HLIT today. This is the most interesting monopoly setup I have seen in a long time. Every cable and internet provider in the world has the same problem. Physical hardware. Cable access boxes sitting in facilities and in homes. Each node costs thousands of dollars to deploy. Every 3 to 5 years that hardware becomes obsolete and has to be physically replaced. Trucks rolled. Technicians dispatched. Hardware swapped. Over and over forever. The capex never stops. For a large cable operator running millions of nodes that is a multi billion dollar recurring cost that never goes away. $HLIT built the solution and it is so obviously better that I genuinely do not see how this does not become the standard for the entire industry. Their cOS platform virtualizes the entire cable access network in software. The operator buys the platform once and runs it on standard off the shelf cloud hardware. No proprietary boxes. No truck rolls for upgrades. No hardware replacement cycles. Capacity scales with a software update. New features deploy remotely overnight. Maintenance becomes a predictable annual subscription instead of a massive unpredictable capital expenditure. The economics for every operator on earth are impossible to argue with. Buy expensive hardware every 3 to 5 years forever. Or buy software once and pay a fraction of that in annual maintenance. The answer is obvious. Every operator that runs the numbers converts. And once they convert they never leave because ripping out the software layer running your entire broadband network is not something any sane operator does. That is the monopoly. Not a monopoly imposed by regulation. A monopoly created by switching costs so high that once you are in the ecosystem you are in permanently. And the market they are going after is enormous. Every cable operator. Every internet service provider. Every telecom running broadband infrastructure globally. All of them facing the same hardware problem. All of them needing the same solution. The numbers are already showing the conversion is happening. Q1 2026 broadband revenue up 43% year over year. Beat guidance by nearly 20%. Operating profit up 115% year over year. 150 customers already on the platform serving 45.7 million cable modems. Rest of market bookings up 78% meaning this is expanding well beyond the initial tier one deployments. Backlog and deferred revenue sitting at $582 million up 87% year over year. Full year 2026 guidance raised to $475 to $495 million. Gross margins at 52% and expanding as the software mix grows. They just sold the video business for $145 million. Pure play broadband software company. One focus. Clean balance sheet. Now think about the ceiling. There are hundreds of cable and broadband operators globally who have not yet converted. Every single one of them is a future customer. The platform is cheaper. The economics are better. The switching costs lock them in permanently. There is no logical reason for any operator to choose hardware over this. If $HLIT captures even half the global broadband infrastructure market the revenue numbers look nothing like what they do today. 52% gross margins on a sticky recurring software business with a massive untapped global market and switching costs that make churn nearly impossible. This is one of those setups that in five years people will look back on and ask why it was not more obvious. Long $HLIT. Not financial advice. DYOR.

@DuncanHathaway @midascabal My sentiments too! It’s hard to find the companies today that will be essential for tomorrow’s space.

@midascabal Space industry is going to explode over the next 20 years. I was too young to buy in on hardware. I was too young to buy in software. I’m just in time to get in on the new frontier.

The SpaceX IPO is going to print generational WEALTH. However it’s not by investing in $SPCX. It’s by investing in space companies. Here are the 5 companies I’m watching:

@ayanjainhere @HeeraniPK @IREN_Ltd I stay confused

@HeeraniPK @IREN_Ltd I don’t understand this Still so confused Wtf🤨

IREN has acquired Awaken, a creative and media agency specializing in content strategy and brand development for high-growth companies. Senior members of the team will join IREN, including Founder and CEO Chris Parker, who will lead IREN's brand and marketing strategy. Daniel Roberts, Co-Founder and Co-CEO of IREN, commented: “As we expand across new geographies and customer segments, brand awareness and customer engagement become increasingly important. Chris and the Awaken team have been trusted partners to IREN for some time, and bringing those capabilities in-house was a natural next step as the platform continues to scale." Learn more: iren.gcs-web.com/static-files/d…