Bing @mudroyale

As an $ALAB shareholder, I just want to mention a few things. ​Is it expensive on every metric? Yes. But the question is why it is priced at a premium. Current growth has been driven mostly by traditional PCIe copper. In H2 2026, ScorpioX retimers are meant to become the main product line, which will accelerate growth further from current numbers (we don't see it in the forward ratios yet). On top of that, because of the massive memory demand, Leo (CXL pooling) will become a second rocket ship to drive revenue forward. ​The market is pricing these two in for flawless execution, but I think there is room for a surprise. Also, look at the $PENG report: $ALAB is their strategic partner, and their products are inside $PENG products. ​So, is $ALAB expensive? Today, yes. But the Q2 and Q3 guidance might well prove to us that, in fact, it wasn't that expensive. ​Just some of my thoughts, NFA.

$ALAB Perfection 👀 Price down nearly 40% from highs and approaching the 0.5 fib. Support there is where I am interested. Wave 5 target: 154% 🚀

Echo Analysis @EchoAnalysis

2 weeks ago

$ALAB I warned you 👀 Price is now testing the 0.5 fib. I expect a relief bounce for Wave B before a final flush down to the 0.5 fib. Support at $300 is where I'm very interested. Wave 5 target: 154% 🚀

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@StockMKTNewz Bmnr lol

@FLORIN1948 @RealMattMoney What about $PL

Jeff Bezos Blue Origin is reportedly raising outside capital for the first time seeking $10B at a $130B pre-money valuation. This is very bullish for $RKLB which still trades around a $48B market cap as one of the few pure-play space infrastructure names.

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KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $AMD, $MU, $NBIS, $CIFR, $HIMS • Hold: $NVDA, $AVGO, $HOOD, $AEHR, $RKLB, $SOFI, $AAOI • Bearish: $TSLA, $PLTR, $ONDS, $OKLO, $ASTS, $IONQ, $OPEN, $IREN

Space sector mood… $ASTS / $RKLB / $PL / $RDW

Lee Kuan Yew was a genius

Trung Phan @TrungTPhan

a month ago

Lee Kuan Yew: “Air conditioning was a most important invention for us, perhaps one of the signal inventions of history. It changed the nature of civilization by making development possible in the tropics. Without air conditioning you can work only in the cool early-morning

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I spent 2 hours of my Saturday reviewing hundreds of charts. These are the 48 setups that stood out and what you should focus on this week. The indices are stuck in a range. Semiconductors continue to lead. Software is quietly improving. And $MU earnings may decide what happens next. $SMH is sitting near all-time highs. $MU reports Wednesday. $HOOD continues to be one of the strongest charts on the board. Here’s the watchlist from the recording: $SPX: FOMC created volatility, but price ultimately went nowhere. The market is trapped between 7400 and 7532. Above 7532 opens a trend move higher. Below 7400 opens downside. Until then, this is a range-bound market looking for direction. $QQQ: Sitting right below all-time highs. Holding gains well. Above 724 could trigger another leg higher. $IWM: Looking strong. Higher low remains intact and the 9-day has reclaimed the 20-day. Trend remains bullish. $SMH: One of the strongest areas of the market. Trading near all-time highs ahead of $MU earnings. $BTC: Large bear flag remains in place. Still not showing enough strength. $GDX: Pulling back below the 200-day. Hands off for now. $VIX: Closed near the lows despite FOMC volatility. No major fear in the market right now. $DXY: Holding above 100. Worth watching as a stronger dollar can pressure equities. $NVDA: Reclaimed the 50-day and bounced nicely. Still choppy, but semis continue to support it. $AMD: Holding near all-time highs. One of the stronger semiconductor charts heading into $MU earnings. $MSFT: Still in a strong downtrend. No setup for now. $AAPL: Clear bear flag. Below 295 could open a downside trade. $GOOGL: Failed breakdown and now attempting to recover. Above 372 becomes interesting. $META: Still trapped in a strong downtrend below 600. Harder chart. $AMZN: Barely holding the 200-day. No clean setup. $TSLA: Reclaimed 400 and continues to stabilize. Watching 415-416 closely. $SPCX: Still trading around its IPO range. Holding the IPO high remains constructive. Above 225 could trigger a larger move. $MU: The most important earnings report of the week. Could determine the next move for semiconductors and AI-related names. $SNDK: One of the strongest charts in the market. Continues to grind higher with remarkable consistency. $FCEL: Huge momentum move. Watching 25 closely. $BE: Explosive strength. Watching a backtest of 323 or continuation above 330. $PENG: Strong semiconductor momentum. Watching 69-70. $ALAB: One of the strongest AI infrastructure names. Above 420 keeps momentum intact. HIMS: Reclaimed the 20-day. Watching 35 hold. $INTC: Strong reaction to the Apple chip headline. Above 135-136 becomes interesting. $MRVL: Failed breakout during OPEX. Watching 321-323. $TXN: Strong semiconductor chart. Watching continuation above 323. $TSM: Trend remains extremely strong. Watching above 465. $QCOM: Rangebound but improving. Watching 230. GEV: Back above 1100. Watching 1125 for a test of highs. SN: Quiet breakout. Watching continuation above 140-142. $RDDT: Improving, but still needs to reclaim the 200-day around 187. $SMTC: One of the cleaner consolidation patterns. Watching above 173. $ARM: Strong recovery. Above 445 could trigger another leg higher. ADI: Looking constructive. Above 440 opens new highs. $AVGO: Trying to recover. Watching 415 closely. OKTA: Hammer candle. Above 120 becomes interesting. HNGE: Slow but steady uptrend. One of the cleaner charts out there. MRNA: Strong week. Holding 60 keeps momentum intact. FLR: One of the better industrial charts. Worth watching if rotation continues. $CAT: Continues making new highs. Industrial strength remains impressive. $HOOD: One of my favorite charts right now. Above 110-111 could trigger another powerful move. XYZ: Quietly building. Watching 75-76. $NBIS: Still one of my favorite software names. Above 300 could trigger a significant breakout. $PANW: Software continues improving. 300 remains the key level. $NFLX: Interesting risk/reward setup near 75 support. $CRWD: Nice recovery. Above 700 opens 722 and potentially a gap fill higher. $SNOW: Failed gap fill and turned higher. Holding 230 keeps the setup intact. $DDOG: Another software name starting to improve. $DELL: Needs to hold 400. Otherwise, hands off. Overall theme: The market is consolidating after FOMC and OPEX. Semiconductors remain the leadership group, but $MU earnings on Wednesday could change everything. Software is quietly improving, while many of the Magnificent 7 names continue to lag. MU, SNDK, HOOD, NBIS, SMTC, ALAB, and CRWD are some of my favorite charts going into next week. If you like this, then like it ❤️

$PL now almost down 50% after announcing a (at that time) 10% atm. On a short-term technical level, the announcement was awfully chosen. Together with the capital outflow to SpaceX, algo’s put their sights on Planet to pull the stock down. But we have been at these levels before not even 3 months ago and as I explained in my deep-dive, the fundamentals and projects of Planet have never been stronger. It’s no time to panic here, look at how long IREN took to get back to normal levels after their ATM. The market is scared of the word and this brings opportunities imo. When I bought Planet at $4, the stock was down 35% one month later. Drawbacks happen with these high volatility stocks. Am I loading more at the moment? Not yet, I can afford to be really patient here. I’m in the stock since $4 and Planet has grown to my highest allocation, portfoliowise it would not be a great decision make my allocation even higher. If the market punishes Planet even more, I’m sure that I’ll concentrate my portfolio even more around $PL.

KaizenInvestor @Kaizen_Investor

4 months ago

$PL down almost 10% today as they announced the redemption of Public Warrants over the weekend. Planet will redeem all of its outstanding public warrants. Holders will be able to activate their warrants until the end of April. This will create a short-term pressure on the

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This is so insane. Never have been more bullish on $PL they’re truly building something amazing. Don’t let short term price action dictate decisions.

Planet @planet

a month ago

A first for hyperspectral remote sensing: researchers successfully detected ammonia using shortwave infrared imaging spectroscopy with data from our Tanager-1 satellite. Read more about this technology developed with @carbonmapper and @NASAJPL. planet.com/pulse/seeing-b…

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@planet Q1 earnings recap! Record revenue, third consecutive quarter achieving Rule of 40 and most of all, 42% YoY growth, which every HHGTTG listener knows is the answer to life, the universe, and everything 📖👽! Check it! investors.planet.com/news/news-deta…

Jensen literally told you where to invest. This is his 5-Layer AI Cake: Layer 1: Energy $BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ Layer 2: Chips $NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR $WDC Layer 3: Infrastructure $NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL Layer 4: Models $GOOGL $META $AMZN $TSLA Layer 5: Applications $NOW $PLTR $DOCN $SNOW $NET $FSLY $INOD

Lin @Speculator_io

5 months ago

𝗧𝗵𝗲 𝗙𝗶𝘃𝗲 𝗟𝗮𝘆𝗲𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗜 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 Layer 1: Energy $UEC $BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $LEU $CEG Layer 2: Chips $NVDA $TSM $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR Layer 3: Infrastructure

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$SOFI 🚨BREAKING NEWS🚨 SOFI JUST DROPPED A NUKE ON FINANCE 🔥 They launched SoFiUSD (SOFID) — America’s FIRST stablecoin issued by a real nationally chartered, OCC-regulated U.S. bank — now live inside the app for 15 MILLION members! 📈 Fully 1:1 backed by cash at the Fed, running on Ethereum+ Solana for instant 24/7 global payments. This is the regulated bridge TradFi has been begging for. The stablecoin wars are OVER. $SOFI just became the everything-app powerhouse of the future. Parabolic run incoming 🚀

The U.S. government is literally telling you where money is going next: DRONES. IF you missed out on the other Trump picks like $INTC and $DELL this your chance. Trump is pursuing funding deals to boost domestic drone production. Pure-Play Drone / Autonomy Names $AVAV - military drones $KTOS - autonomous warfare systems $RCAT - Teal defense drones $ONDS - drone autonomy + networks $DPRO - FPV drone systems $UMAC - U.S. drone supply chain $SWMR - drone swarm technology $PDYN - AI drone software $AVEX - defense drone contractor Counter-Drone / Defense Tech $DRSHF - anti-drone defense $LHX - ISR + drone warfare systems Major Defense Exposure $NOC - military UAV programs $LMT - autonomous defense systems $TXT - unmanned aircraft systems $GD - defense systems exposure $BA - UAV + aerospace programs

THE SUPER CYCLE PHASES Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC Next money rotates into the next layers: Memory:
$MU $WDC $STX $SNDK Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL Now it’s hitting Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P Next Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA Networking:
$ANET $AVGO $MRVL $CSCO Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO Space:
$ASTS $RKLB $LUNR $PL Defense / Drones:
$KTOS $AVAV $ONDS $LMT Robotics / Autonomy:
$TSLA $PATH $SYM $SERV

📣 We’ve had a remarkable start to 2026. We delivered a record $1.1 billion in adjusted net revenue in Q1 and added more products and members than any quarter in history as people choose $SOFI for major financial decisions and all the days in between. Full results here: investors.sofi.com/news/news-deta…

$PL shipped three more Pelican satellites to Vandenberg ahead of a SpaceX rideshare launch, expanding the constellation and boosting revisit rates. The satellites deliver 50 cm imagery and use $NVDA powered onboard AI with Gen 2 planned for 2026.

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Josip Rupena @JRupena

4 months ago

$PL has shipped three Pelican satellites to Vandenberg ahead of a SpaceX rideshare launch, expanding its next-gen Earth observation constellation with onboard AI processing.

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KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Space • $RKLB -- $67 • $ASTS -- $87 • $PL -- $24 • $BKSY -- $23 Photonics • $AAOI -- $83 • $LITE -- $504 • $COHR -- $203 • $CIEN -- $278 Drones • $ONDS -- $10 • $UMAC -- $12 • $AVAV -- $223 • $KTOS -- $75 Nuclear • $OKLO -- $50 • $UUUU -- $13 • $GEV -- $649 • $LEU -- $168 AI Utility • $IREN -- $33 • $NBIS -- $94 • $CIFR -- $11 • $CRWV -- $69 AI Inference • $NET -- $195 • $DOCN -- $63 • $FSLY -- $19 • $OSS -- $8 AI Power • $VST -- $140 • $BE -- $118 • $CEG -- $257 • $VRT -- $192 AI Hardware • $NVDA -- $164 • $TSM -- $292 • $ASML -- $1,177 • $AMD -- $194 AI Applications • $PLTR -- $120 • $SNOW -- $155 • $MDB -- $238 • $ZETA -- $16 Physical AI • $TSLA -- $323 • $AMZN -- $199 • $GOOGL -- $269 • $ISRG -- $466 AI Security • $MSFT -- $381 • $CRWD -- $401 • $PANW -- $161 • $RBRK -- $46