$BBAI — FinTwit mentions on Surfaced

$BBAI — FinTwit mentions on Surfaced

Recent mentions

56 mentions

@crux_capital_Jun 11, 2026 · 3:59 AM

Today I bought 3 New Positions In my Physical AI Portfolio They were all software stocks (I know, shocking!) But it's nice to have some exposure to software these days. Even as I continue to add dips in my optics port. These companies I took positions in today are all involved in the data / simulation layer of the Physical AI theme My screen brought me to these companies: $INOD $U $BKSY $PL $TASK $NBIS $BSY $SVCO $BBAI $CAE Just to name a few for those of you on X. But I laid out the 3 specific companies / weightings / theses here: https://t.co/urH9Fq0uUT

@midascabalJun 4, 2026 · 6:07 PM

Top 10x Stocks for 2025 (according to subreddit r/WallStreetBets): Here you go: $RKLB ($28.67): 294 upvotes $RDDT ($178.40): 228 upvotes $BBAI ($4.44): 173 upvotes $RDW ($18.10): 172 upvotes $AMD ($125.60): 161 upvotes $LUNR ($22.08): 154 upvotes $ASTS ($24): 153 upvotes $MVST ($2.37): 143 upvotes $GSAT ($2.25): 117 upvotes $RCAT ($13.18): 112 upvotes $POET ($6.83): 99 upvotes $UBER ($64.80): 83 upvotes $ACHR ($11.38): 75 upvotes $NVDA ($145): 67 upvotes $HOOD ($41.31): 45 upvotes $GOOG ($193.25): 37 upvotes $NKE ($73.54): 36 upvotes $RIVN ($16.45): 28 upvotes $AVGO ($231.90): 27 upvotes $OKLO ($27.40): 26 upvotes $BA ($170.10): 19 upvotes $HUMA ($5.12): 18 upvotes $INTC ($20.55): 18 upvotes $RXRX ($7.79): 14 upvotes $SOUN ($20.62): 14 upvotes This list has already returned more than 50% last year. More than triple the S&P 500's return of 16.20% this year. If this helped you out, follow me for more.

@crux_capital_Jun 4, 2026 · 12:00 PM

When I talk about Physical AI I am talking about so much more than Humanoids. In fact, I am not even thinking about humanoids a majority of the time. Layer 1: Training and Model Development Companies like $NBIS $U $PL $BKSY $INOD $TASK etc. Layer 2: Simulation and Synthetic Data Companies like $BBAI $CAE $U $BSY $SVCO etc. There are 9 more layers. My goal with my Physical AI thematic coverage is: > Educate on all the layers > Introduce the best companies for each layer > Strategically invest + share weightings That's what coverage looks like on Substack. > In depth education > Unpacking the companies > A live portfolio as I build it out

@midascabalJun 3, 2026 · 11:53 PM

Top 25 Darkhorse Bets for 2026 (according to r/WallStreetBets): Here you go: $RKLB ($28.67): 294 upvotes $RDDT ($178.40): 228 upvotes $BBAI ($4.44): 173 upvotes $RDW ($18.10): 172 upvotes $AMD ($125.60): 161 upvotes $LUNR ($22.08): 154 upvotes $ASTS ($24): 153 upvotes $MVST ($2.37): 143 upvotes $GSAT ($2.25): 117 upvotes $RCAT ($13.18): 112 upvotes $POET ($6.83): 99 upvotes $UBER ($64.80): 83 upvotes $ACHR ($11.38): 75 upvotes $NVDA ($145): 67 upvotes $HOOD ($41.31): 45 upvotes $GOOG ($193.25): 37 upvotes $NKE ($73.54): 36 upvotes $RIVN ($16.45): 28 upvotes $AVGO ($231.90): 27 upvotes $OKLO ($27.40): 26 upvotes $BA ($170.10): 19 upvotes $HUMA ($5.12): 18 upvotes $INTC ($20.55): 18 upvotes $RXRX ($7.79): 14 upvotes $SOUN ($20.62): 14 upvotes This list has already returned 38.14%. More than double the S&P 500's return of 16.20% this year. Comment below which stocks you're in.

@investmentguru_Jun 3, 2026 · 1:30 PM

$JFB The Hidden XTEND AI Defense & Drone Autonomy Opportunity Here’s why investors are watching this story closely 👇 THE LEGACY BUSINESS JFB Construction Holdings is a Florida-based commercial and residential construction company. The company operates through three segments: Commercial Construction ~78% of 2024 revenue Residential Construction ~22% of 2024 revenue Real Estate Development The company has built: ✅ 5M+ square feet of commercial construction ✅ $300M+ luxury residential & equestrian projects ✅ 1,000+ multifamily units developed ✅ 26 active projects reported in the latest 10-K ✅ 100% referral and repeat-customer driven business For a company of this size, that customer retention rate stands out. FINANCIAL SNAPSHOT Recent operating performance has improved significantly. Q1 2026: • Revenue: $5.91M • Revenue growth: +93% • Gross profit: $1.46M+ • Gross profit growth: +66% Balance sheet: • Cash: ~$6.6M • Net cash: ~$5.87M • TTM Revenue: ~$21.7M The company also strengthened liquidity through: 💰 $43.9M PIPE financing 💰 ~$10.0M private placement 2025 full-year revenue increased roughly 32% versus 2024. But construction is no longer the main story. THE GAME-CHANGING CATALYST On February 17, 2026, JFB announced a definitive agreement to merge with XTEND in a transaction valued at approximately $1.5 billion. If completed: ➡️ Combined company becomes XTEND AI Robotics ➡️ Nasdaq ticker expected to become $XTND ➡️ XTEND shareholders own ~70% ➡️ JFB shareholders own ~30% ➡️ Expected closing: Mid-2026 This transaction completely changes the investment thesis. 🚁 WHAT IS XTEND? XTEND is a software-first autonomous systems company focused on defense, security, and robotics. Its core asset is: ⚙️ XOS (XTEND Operating System) A proprietary autonomy platform designed to enable human-guided autonomous operations across: • Aerial systems • Ground systems • Maritime systems Think of it as an operating system for autonomous defense robotics. 🌎 REAL-WORLD DEPLOYMENT XTEND isn’t just a concept. The company reports: ✅ 10,000+ systems deployed ✅ Operations in 30+ countries ✅ Combat validation in 5 active conflict zones ✅ NDAA-compliant technology stack This significantly reduces adoption barriers for Western defense customers. 💰 RECENT CONTRACT MOMENTUM European Defense Customer • $8.25M contract • Advanced autonomous drone systems • Deliveries throughout 2026 Israeli Ministry of Defense • ~$1.67M contract • Autonomous drone solutions • Deliveries expected during 2026 Management has indicated discussions are ongoing with defense customers globally. 🇺🇸 MASSIVE U.S. DEFENSE OPPORTUNITY One of the most important catalysts: XTEND was selected for Phase II of the U.S. Department of Defense Drone Dominance Program. The initiative is expected to support procurement of more than 200,000 drones by 2027. XTEND is scheduled to demonstrate XOS capabilities during U.S. military evaluations. If successful, the revenue opportunity could be many multiples larger than current contracts. 🔥 WHY THIS STORY MATTERS The market is currently valuing JFB at a fraction of the announced merger value. Today investors are buying: 🏗️ A functioning construction business PLUS An option on AI-powered defense autonomy The long-term opportunity isn’t commercial construction. It’s autonomous defense systems. It’s drone operating systems. It’s military robotics. It’s physical AI. If the merger closes successfully and XTEND wins meaningful defense contracts: • Revenue growth could accelerate dramatically • Institutional defense investors may enter • The market may begin comparing XTND with emerging defense autonomy names Potential peer group: $ONDS $RCAT $BBAI $PLTR $KTOS Not a financial advise . #advertisement Paid promotion @TheFlowShark Disclaimer: https://t.co/Eqni3fg6dP

@investmentguru_Jun 1, 2026 · 1:41 AM

Fifteen setups. Different risk profiles, different timelines, different catalysts. $BB — BlackBerry pivoted hard into cybersecurity and automotive software (QNX). The embedded OS angle in autonomous vehicles is a long-duration call option most ignore. $SOUN — SoundHound is pure-play voice AI at a time when agentic interfaces are going mainstream. Volatile, but the revenue trajectory is improving. $MX — Magnachip Semiconductor sits at the intersection of OLED display drivers and power management. Korea-listed, under-followed, and levered to the display upgrade cycle. $BBAI — is a defense-facing AI analytics name. With DoD AI spending ramping and Golden Dome catalysts in play, this is a high-beta beneficiary. $HIVE — HIVE Digital has quietly built out GPU compute infrastructure alongside its crypto mining ops. Dual revenue streams make this more interesting than it appears on the surface. $KEEL — Keeler is a small-cap with an asymmetric setup. Low institutional coverage means price discovery happens fast when catalysts arrive. $QS — QuantumScape is the solid-state battery moonshot. Binary outcome risk is real, but if the technology delivers, the upside is generational. Volkswagen backing provides credibility. $JOBY — Joby Aviation is the leading eVTOL name heading into commercialization. FAA certification progress + Delta partnership makes this the cleanest air taxi risk/reward in the space. $VIVO — Meridian Bioscience rebranded, but the core diagnostics business is steady. Healthcare names with stable cash flow offer defensive exposure in volatile tape. $TE — T1 Energy is a clean energy infrastructure play at the early stage. If the AI power demand thesis plays out, names like this get re-rated quickly. $VLN — Valens Semiconductor is the connectivity layer inside automotive and machine vision systems. MIPI A-PHY adoption is the catalyst to watch. Deeply undervalued relative to the tech. $SPCE — Virgin Galactic remains highly speculative. The Delta class vehicle program is the make-or-break moment. Small position, eyes wide open. $ABCL — AbCellera is biotech infrastructure — the picks-and-shovels play on drug discovery. Pipeline royalty streams could compound quietly over time. $ONDS — Ondas Holdings gives you drone infrastructure + railway automation in one vehicle. The FirstNet/FAA drone corridor opportunity is significantly underpriced by the market. $SIVEF — Sivers Semiconductors is my highest-conviction name on this list. Swedish InP photonics + 5G chip manufacturer sitting at the exact bottleneck of the AI optical interconnect buildout. 400%+ already and still not on most radars. That’s where asymmetric reward lives. Not financial advice. DYOR.

@investmentguru_May 29, 2026 · 11:23 AM

Congrats whoever added this $BB $QS $SOUN $VLN $FLNC $SIDU $BBAI $KULR $KITT $LAES The macro selloff didn’t break these businesses — it discounted them. Not financial advice

@investmentguru_May 28, 2026 · 2:24 PM

5 Stocks — Buying Opportunities In This Market. $QS | $SOUN | $SERV | $RR | $BBAI

@investmentguru_May 28, 2026 · 10:31 AM

$SNOW’s monster quarter just sent a signal across EVERY sector of the market Here’s the full sector-by-sector breakdown of what it means and what to watch DATA INFRASTRUCTURE — Direct Read-Through If enterprises are accelerating AI spend, the data layer wins first. $MDB — unstructured data, AI-native workloads $DDOG — observability for AI pipelines $ESTC — search + AI retrieval layer $DBX — enterprise file + data management NRR of 126% tells you customers aren’t churning — they’re expanding. That’s the whole sector. CLOUD HYPERSCALERS — $6B AWS Deal Says It All $AMZN — $SNOW’s $6B anchor validates AWS enterprise AI dominance $MSFT — Azure + Fabric + Copilot all benefit from same enterprise AI cycle $GOOGL — BigQuery + Vertex AI competing for same wallet Hyperscaler capex isn’t waste. It’s being monetized NOW. AI INFRASTRUCTURE & NETWORKING — Second-Order Winner Enterprise AI adoption = more compute = more data movement = more silicon demand $MRVL — data center networking, custom silicon $CRDO — high-speed connectivity, 800G transition $NVDA — inference demand accelerating as enterprise AI goes live $ALAB — switching fabric for AI clusters ENTERPRISE AI SOFTWARE — Rising Tide $SNOW called this an “inflection point.” That language matters. $PLTR — AI platform for enterprise + government $AI — enterprise AI applications layer $BBAI — defense + enterprise AI decisioning $SOUN — voice AI entering enterprise workflows AGENTIC AI — The Natoma Acquisition Signal $SNOW acquiring Natoma for AI agent infrastructure is a MAJOR tell. Enterprises are moving from AI copilots → AI agents → autonomous workflows $PLTR — AIP agents already deployed in enterprises $PATH — RPA + AI automation, direct agentic overlap $MSFT — Copilot agents embedded in Office + Azure The agentic layer is the next enterprise software supercycle. DATA SECURITY & GOVERNANCE — Non-Negotiable Layer More enterprise AI = more sensitive data in motion = more security spend $PANW — AI-powered security platform $CRWD — endpoint + cloud security $ZS — zero trust for enterprise AI data flows $NET — edge security + AI gateway THE SINGLE BIGGEST TAKEAWAY: Enterprise AI is no longer in pilot mode. It’s in PRODUCTION. Revenue is inflecting. Retention is expanding. Pipelines are filling. $SNOW’s RPO of $9.21B (+38% YoY) is forward-looking proof. Enterprises are COMMITTING capital to AI — not experimenting with it. The plays that sit closest to where enterprise data lives and moves will compound the hardest from here. Watch $MRVL $CRDO $PLTR $DDOG into their next prints. $SNOW just told you what the demand environment looks like. Not financial advice.

@frenchie_May 25, 2026 · 7:01 AM

Pour clôturer ma mise en avant des profils français en stockpicking, je voulais vous parler de @LysandreBL Il a une connaissance dingue des actions françaises et des marchés émergents. Dès que j’ai un doute sur un sous-jacent, c’est souvent vers lui que je me tourne Il a un profil assez traditionnel, mais avec une vraie capacité à capter très tôt les narratifs en vogue, ce qui est rarissime pour un gestionnaire Il s’était positionné early sur $BBAI, $CAT, et il suit aussi de près ce qu’on fait en photonique. C’est aussi l’une des premières personnes à m’avoir accueilli sur X, et on fera un live ensemble cette semaine. Merci l’ami

@investmentguru_May 23, 2026 · 12:00 PM

5 Stocks — Buying Opportunities In This Market. $QS | $SOUN | $SERV | $RR | $BBAI $QS The solid-state battery moonshot — and it’s actually executing now → 2025 was a landmark year: Cobra process baselined, QSE-5 cells shipped, Eagle Line equipment installed, and first customer billings recorded → Q1 2026: shipped cells to an automotive JDA partner for testing — successfully completed a technology evaluation with another Top-10 global OEM, moving into joint development → Murata and Corning both investing in QS-proprietary hardware to produce the ceramic separator — ecosystem partners putting skin in the game → Capital-light licensing model means QS doesn’t need to build the gigafactories — partners do → PowerCo (Volkswagen’s battery arm) + two additional Top-10 OEM JDAs = serious commercial validation $SOUN The voice AI platform that keeps beating and guiding higher → Q1 revenue up 52% YoY to $44.2M, beating expectations — core automotive and IoT AI vertical up 88% excluding acquisitions → $216M cash, zero debt — clean balance sheet to fund growth → New 7-figure global vehicle deployment with a major Japanese OEM; voice AI integrated into Walmart’s ONN TV brand → 2026 guidance reaffirmed at $225M–$260M; 2027 guide of $350M–$400M — that’s a potential doubling in 2 years → Acquiring LivePerson — adding conversational AI and enterprise capabilities → Strong Buy consensus, average analyst price target $13.30 — implying 55%+ upside from current levels $SERV Physical AI going from concept to cash — faster than expected → Q1 revenue $3.0M — up 238% sequentially and 578% YoY — scaled ahead of plan → 2,000 robots deployed across 20 cities, footprint now spans 44 cities across 14 states including healthcare → Fleet revenue nearly $2M — ~10x increase YoY; software services nearly 1/3 of total revenue with ~half now recurring → Acquired Diligent Robotics — entering hospital robotics, a massive new vertical → 2026 revenue guidance reaffirmed at $26M; $197.4M in liquidity — well-funded to execute → Uber partnership remains the distribution backbone — embedded into the world’s largest delivery network $BBAI Defense AI — the government is buying and the backlog is building → Q1 revenue $34.4M — gross margins expanded from 21.3% to 34.0% YoY, driven by higher-margin GenAI platforms from Ask Sage acquisition → Backlog up 14% sequentially to $281.9M — including a $53M sole-source prime classified national security award → ~$75M in total Q1 wins across national security and trade & travel — more than 2x quarterly revenue in new bookings → $431.5M in cash and investments — convertible notes largely settled, cleaning up the balance sheet → Full-year 2026 revenue guidance affirmed: $135M–$165M → EPS loss narrowing quarter-by-quarter — trajectory is improving → 5-year $165M U.S. Army modernization award + subcontract on a $2.4B FAA IT program — sticky, long-duration government revenue $RR Physical AI for hospitality and healthcare — stacking catalysts fast → Reorganized into three strategic pillars: Commercial, Industrial, and Data Services — plus launched Dex, a next-generation humanoid robot → Partnering with SoundHound to integrate agentic voice AI into its robots, starting with hospitality beverage-service — $SOUN + $RR convergence is a real catalyst → Listing service robots and data services on Microsoft Azure Marketplace — cloud distribution unlocking enterprise reach → Taking ADAM noodle-making robot and Matradee Plus delivery robot to the 2026 National Restaurant Association Show — where big chains actually place orders → Q2 FY2026 revenue expected ~$2.0M — 70%+ growth YoY; RaaS recurring revenue growing 31% YoY → ~$272M cash on balance sheet, essentially zero debt, current ratio above 30 — the runway is enormous → Next earnings report due May 26, 2026 — near-term catalyst incoming Not financial advice.

@itsmichaelluuMay 15, 2026 · 11:24 AM

10%-20% SPY crash starts right now says Tom Lee. Here's 10 stocks I'd add under $10: 1. $POET — Current: ~$19 | Buy Zone: $8–$9 Marvell deal noise fades; $50M Lumilens deal holds the floor here. 2. $FLNC — Current: ~$20 | Buy Zone: $9–$10 $5.5B backlog provides hard support; secondary priced at $21 confirms institutional floor. 3. $EOSE — Current: ~$8.28 | Buy Zone: $4.00–$5.00 52-week low of $3.69 sets base; AI data center JV narrative holds above $6. 4. $LWLG — Current: ~$14.95 | Buy Zone: $6–$7 Post-earnings flush plus supply overhang clears; $6–$7 is prior breakout zone. 5. $ONDS — Current: ~$11 | Buy Zone: $7–$8 $390M guidance raise + Palantir partnership means analysts see $20 so $7 is gift territory. 6. $RXT — Current: ~$7 | Buy Zone: $2–$3 52-week low near $0.39 means downside floored; AMD MOU re-rates the story at $4. 7. $CIFR — Current: ~$22 | Buy Zone: $12–$14 AWS and Google HPC contracts de-risk at this level; prior consolidation base held $12. 8. $BBAI — Current: ~$4.35 | Buy Zone: $3.00–$3.50 52-week low $3.01; Pentagon backlog growing this is where smart money accumulates. 9. $CLSK — Current: ~$13.54 | Buy Zone: $8–$9 Fib 0.618 reclaim zone; bottomed at $8 in March $9 is high-conviction add. 10. $SOUN — Current: ~$8.41 | Buy Zone: $6.00–$7.00 52% revenue growth ignored at post-earnings flush $5–$6 is the historical support zone. ♻️ RESHARE this post and make 1 comment. I'll DM you 3 favorites to add for 1000% winner.

@investmentguru_May 13, 2026 · 10:33 AM

15 stocks where I see early positioning opportunities across different sectors for long term growth: $QS $VLN $EOSE $SIVEF $JOBY $SATL $SOUN $SERV $BBAI $PLUG $ABCL $BB $FABC $RR $KRKNF This basket covers next generation batteries, energy storage, photonics, eVTOL, space, AI software, robotics, defense AI, hydrogen, cybersecurity and deep value turnaround plays. Not every stock will work immediately, and some may take years to fully play out, but that’s how asymmetric investing works. Early bets require patience, conviction and risk management. Big money is usually made by identifying future themes before they become crowded trades. For me, this is about building positions slowly, surviving volatility and giving disruptive sectors time to mature. Patience pays in the long term IMO.

@investmentguru_May 9, 2026 · 1:55 PM

20 Stocks That Could Be the Next Market Leaders $JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near. $QS — Solid-state battery game-changer. Eagle Line now operational. First ecosystem partner billings recorded. VW-backed. $900M+ cash runway through 2029. $SERV — Autonomous sidewalk delivery. Uber Eats + DoorDash partnerships. Physical AI playing out in real time. $SATL — Satellogic. Sub-meter satellite imagery. Defense, agriculture, intelligence. Geopolitical tailwinds are massive. $VLN — High-speed connectivity chips for automotive ADAS and camera systems. $SOUN — SoundHound AI. Voice AI before it’s mainstream. Automotive + hospitality deployments accelerating. $NOK — Nokia. 5G infrastructure + optical networking exposure. Massively undervalued relative to peers. $BB — BlackBerry. IoT security + government contracts. The silent cybersecurity play nobody’s watching. $POET — Optical interposer platform for AI data centers. POET’s platform could be the backbone of next-gen interconnects. $LWLG — Lightwave Logic. Electro-optic polymer tech hitting 400G+ speeds. Fortune 500 customer at Stage 3. IP licensing model unlocking. $OPEN — Opendoor. Real estate tech beaten down. Rate cut cycle = massive re-rating catalyst. $RUM — Rumble. Free speech platform with growing creator economy + cloud infrastructure. Political tailwinds turbocharging user growth. $ONDS — Ondas Holdings. Drones for defense + railroads. Government contracts stacking up quietly. $ABCL — AbCellera. AI-driven antibody discovery. Royalty model means high-margin revenue from partner pipelines. $RR — AI-powered service robots for hospitality, food & beverage, healthcare. $TMQ — Trilogy Metals. Copper + cobalt. Critical minerals for the AI/EV infrastructure buildout. $EOSE — Eos Energy. Iron-air long-duration batteries for grid storage. AI data centers need this. $SMR — NuScale Power. Only NRC-approved SMR design. DOE loans incoming. 6 GW pipeline across TVA territory. $TE — Advanced American solar and battery manufacturing $BBAI — AI analytics for defense and intelligence. DoD spending = durable revenue floor. These names span eVTOL, photonics, solid-state batteries, robotics, defense AI, energy, and beyond. Most are early. All carry risk. But the ones that execute? They don’t just go up — they redefine their sectors. Not financial advice.

@investmentguru_Apr 30, 2026 · 11:12 AM

10 stocks at a serious buying opportunity right now- $BB — QNX royalty backlog hits $950M, new automotive wins, guiding $100M operating cash flow FY27 $QS — Eagle Line live, $970M cash runway through 2029, earnings April 22 with 20% short float $SOUN — Just posted a 200%+ EPS beat, voice AI expanding fast, next earnings May 7 $VLN — 7 straight quarters of growth, 62% gross margins, zero debt, 4 ADAS design wins locked in $FLNC — Fluence Energy, grid-scale battery storage leader riding the AI power demand wave $SIDU — Sidus Space, small-cap space data & satellite play at deep discount levels $BBAI — defense-grade AI analytics with growing government contract pipeline $KULR — Thermal management tech for batteries, EVs & space — NASA-validated, scaling fast $KITT — Nauticus Robotics, autonomous underwater vehicles for defense & offshore energy $LAES — SEALSQ Corp, quantum-resistant semiconductors & cybersecurity chips for the post-quantum era The macro selloff didn’t break these businesses — it discounted them. Not financial advice

@acinvestorblogApr 28, 2026 · 9:31 PM

$BBAI Nice volume on the breakout. https://t.co/s1FDwcfMqN

@bmsinvestsApr 23, 2026 · 8:44 PM

@ElHakeeminho @itschrisray $ONDS $SRFM $SOFI $GRAB $BBAI

@bmsinvestsApr 23, 2026 · 8:43 PM

@MasoodA88897740 @itschrisray $ONDS $SRFM $BBAI $MVST $SOFI $GRAB

@bmsinvestsApr 23, 2026 · 8:42 PM

@financefraz Currently $ONDS and small amount of $SRFM $UAMY Previously $BBAI $MVST $SOFI $GRAB

@investmentguru_Apr 22, 2026 · 1:14 AM

10 stocks at a serious buying opportunity right now- $BB — QNX royalty backlog hits $950M, new automotive wins, guiding $100M operating cash flow FY27 $QS — Eagle Line live, $970M cash runway through 2029, earnings April 22 with 20% short float $SOUN — Just posted a 200%+ EPS beat, voice AI expanding fast, next earnings May 7 $VLN — 7 straight quarters of growth, 62% gross margins, zero debt, 4 ADAS design wins locked in $FLNC — Fluence Energy, grid-scale battery storage leader riding the AI power demand wave $SIDU — Sidus Space, small-cap space data & satellite play at deep discount levels $BBAI — https://t.co/Y0xPQI98FT, defense-grade AI analytics with growing government contract pipeline $KULR — Thermal management tech for batteries, EVs & space — NASA-validated, scaling fast $KITT — Nauticus Robotics, autonomous underwater vehicles for defense & offshore energy $LAES — SEALSQ Corp, quantum-resistant semiconductors & cybersecurity chips for the post-quantum era The macro selloff didn’t break these businesses — it discounted them. Not financial advice

@michaelsikandApr 22, 2026 · 12:05 AM

AI ARSENAL: $46B The brain wiring every sensor to every shooter. Maven scaling to the whole force. $OSS, rugged AI servers for combat $BBAI, battlefield decision AI $MRCY, AI processors for weapons $INOD, AI training data for defense https://t.co/I69FBarwR9

@investmentguru_Apr 1, 2026 · 10:51 AM

High Risk / High Reward Stocks Under $5 $RR → Robotics $PLUG → Clean Energy (Hydrogen) $INDI → Semiconductors (Auto AI) $SIVEF → Photonics / 5G $VLN → Semiconductors $SIDU → Space Technology $LASE → Photonics / Industrials $ZENA → Drones & Defense AI $BITF → AI infrastructure $OPEN → 🏠PropTech / Real Estate T $BULL → Financial Services / Fintech $EOSE → Energy Storage $MVST → EV Batteries / 🔋 storage $DFLI → Energy Storage (Solid-State) $ABCL → Biotech (Antibody Discovey $PRME → Biotech (Gene Editing) $TE → Energy solar $BTQ → Quantum Computing $EVTL → eVTOL / Electric Aviation $RXRX → AI Drug Discovery / Biotech $GRAB → Super App / Fintech $BBAI → Defense AI $BTG → Gold Mining $DGXX → AI Infrastructure $BCYC → 🧬 Biotech Not financial advice. DYOR.

@pelositrackerMar 6, 2026 · 6:10 PM

And just like that, BigBearAI $BBAI is up 6% today To those Autopiloting the Notable Politicians Portfolio, shake my damn hand 🤝 https://t.co/8rM2VGEzI5

@pelositrackerMar 5, 2026 · 6:17 PM

New Notable Politician Trade Alert ✍️ Lisa McClain bought another $65K of BigBearAI $BBAI BigBearAI sells “AI decision intelligence” to government & defense companies struggling with large data sets to help them make better decisions Notably, McClain sits on the House Armed Services Committee Also, McClain is buying the dip here She originally bought ~$50K of $BBAI back on 8/7/25 However she's down 42% since that first buy

@investmentguru_Mar 5, 2026 · 5:43 PM

@pelositrackerMar 4, 2026 · 4:41 PM

Breaking: The Notable Politician Portfolio on Autopilot just made 2 new trades The strategy tracks the "most suspicious" trades made by congress including big buys, conflicts of interest, & more 1. BUY - Raytheon $RTX "Markwayne Mullin (R) recently bought in Dec 2025 while sitting on the Senate Armed Services committee, suspicious with escalation in Iran" 2. BUY - Carpenter Technology $CRS "Another Markwayne Mullin (R) buy focused on defense that he bought last week while sitting on the Senate Armed Services committee" Full portfolio breakdown now includes: $BITB - Bitwise Bitcoin ETF $IDXX - Idexx Laboratories Inc $PLTR - Palantir $TEM - Tempus AI, Inc. Class A Common Stock $LHX - L3Harris Technologies, Inc. $SCHO - Cash $GPGI - GPGI, Inc. $IBP - INSTALLED BUILDING PRODUCTS, INC. $CRS - Carpenter Technology Corp $RTX - RTX Corporation $TSCO - Tractor Supply Co $BBAI - BigBear. ai $SSYS - Stratasys Inc $GENI - Genius Sports Limited

@kaizen_investorMar 2, 2026 · 10:23 PM

$BBAI just closed 2025 with its strongest financial foundation yet, but the market's 4% dip reflects a work in progress narrative. The company successfully wiped out nearly all its debt through a massive conversion effort and now sits on a substantial $462M cash pile. This war chest is being used for aggressive expansion, including recent acquisitions like Ask Sage and a push into the Middle East. However, revenue fell short this quarter due to lower volume in Army programs, and large impairment charges show that some older government contracts aren't yielding what was expected. In short: the balance sheet is finally healthy, giving them the freedom to pivot toward specialized AI products, but they must now prove they can grow consistently.

@bmsinvestsMar 2, 2026 · 1:57 PM

$ONDS 🚨 FULL LIST OF ALL OF WORLD VIEW PARTNERS AND CUSTOMERS • NASA - Multiple flights via the Flight Opportunities Program (e.g., Z-Class flights with radiation detection experiments like ARMAS in 2018); contracts such as with Ames Research Center. • NOAA (National Oceanic and Atmospheric Administration) - Stratollite missions, including POPS particle size distribution measurements and broader stratosphere studies. • U.S. DoD - Various units; high-altitude ISR, communications, and multi-domain operations; aligns with priorities for integrated deterrence and joint force readiness. • U.S. Air Force - Explicitly named as a current/past customer for ISR and related capabilities. • U.S. Army - Demand noted for high-altitude ISR capabilities. • U.S. Navy (specifically U.S. Navy SOUTHCOM / Fourth Fleet) - Exclusive high-altitude balloon provider for UNITAS 2025 (multinational maritime exercise); provided persistent maritime domain awareness and “Single Pane of Glass” ISR in the Atlantic (September 2025). • UK Ministry of Defence (MOD) - Demonstrated capabilities via Project Aether (in partnership with SNC). • US Department of Homeland Security (DHS) - Targeted for multi-domain ISR solutions (via recent partnerships). • SMX, Orb Aerospace, and $BBAI - Collaboration for UNITAS 2025 ISR demonstration; integrated persistent stratospheric platforms (Gryphon-class Stratollite carrying Orb and $BBAI payloads) with advanced sensing, resilient comms mesh, and AI-driven analytics ($BBAI Arcas™ and ConductorOS™) for a unified “Single Pane of Glass” operational view. • Infleqtion $INFQ - Partnership for quantum application testing using World View’s stratospheric balloon systems and Infleqtion’s compact quantum technology. • Scepter, Inc. (climate tech/commercial) - Methane-detection balloon missions in Texas’ Permian Basin (launches starting 2022–2023; one test evaluated technology on behalf of ExxonMobil).

@kaizen_investorMar 1, 2026 · 8:02 PM

Some interesting earnings next week, I’ll be looking at following earnings. Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR Tuesday: $SE, $ASM.AS, $CRWD, $GTLB Wednesday: $AVGO, $RGTI, $OKTA, $BULL Thursday: $AMPX, $JD, $MRVL, $IOT Which companies am I missing?

@acinvestorblogFeb 20, 2026 · 6:11 PM

$BBAI Weekly time frame. https://t.co/JWAoPY809J

@midascabalJan 24, 2026 · 9:19 PM

Top stocks I’m willing to hold for the future: The next Robinhood: $COIN The next Mag7: $MSTR The Next Palantir: $BBAI Modern healthcare delivery: $HIMS The Microstrategy of Ethereum: $BMNR The undervalued bitcoin miner: $HIVE Neocloud / Data Centre: $IREN Hyperscale data centers + AI adoption $CIFR Neocloud / Data Centre: $NBIS A portfolio built on the technologies shaping the next decade, not the last one. What other companies should I add?

@acinvestorblogJan 9, 2026 · 2:16 PM

$BBAI https://t.co/o5QTmtGjxh Partners with the Kraft Group and New England Patriots to Drive Digital Transformation Efficiencies

@alfchartsJan 8, 2026 · 8:45 PM

A big move looks just around the corner for $BBAI, with price and volatility contracting to extreme levels. https://t.co/EyLoEO4VGV

@midascabalJan 7, 2026 · 7:54 PM

Trump will not allow dividend buybacks for defence companies. $ONDS $PLTR $RCAT $BBAI https://t.co/QzRX7p0W2i

@acinvestorblogJan 7, 2026 · 2:20 PM

$BBAI i never trust in any downgrade following a serious breakout. I use the pullback as a buy opportunity. https://t.co/3sYgBtmAhF

@blackpanthercapJan 7, 2026 · 2:03 PM

What do you think? $BBAI = a potential mini $PLTR on steroids? Acquisition + defense tailwinds = moonshot?  Nobody is really talking about it yet…

@acinvestorblogJan 6, 2026 · 8:46 PM

$BBAI has that look https://t.co/jIL38QiITe

@blackpanthercapJan 6, 2026 · 7:44 PM

👀THE NEXT WAVE IN DEFENSE TECH: Venezuela instability accelerates demand for secure comms and drones. Watch these: - $ONDS for LATAM contracts - $PLTR for geopolitical analytics - $BBAI for acquisitions in surveillance - $LMT for legacy integration. Structural shift from traditional to AI-enabled systems creates multi-year tailwinds. Potential 3x upside in small caps if executions align with macro pressures.

@bmsinvestsJan 6, 2026 · 4:46 PM

@jaymbk14 Thanks man. Currently full port $ONDS but I’ve trimmed off just under half my position in the last month or so. I have a very small position in $KRKNF. Swung $SRFM twice now, once up to $7-8’s. Held $SOFI, $GRAB, $MVST & $BBAI too!

@midascabalJan 3, 2026 · 8:00 PM

US has captured Venezuela. Everyone is asking the same question: how do you profit off of this news? Here are 5 stocks that will benefit the most: $PLTR $ONDS $RCAT $BBAI $KTOS Which ones did I miss?

@midascabalJan 2, 2026 · 12:12 AM

5 stocks I’m willing to hold for the future (part 2): Neutral-atom quantum technology: $CCCX Neocloud / Data Centre: $IREN The Next Palantir: $BBAI Neocloud / Data Centre: $NBIS Hyperscale data centers + AI adoption $CIFR Advanced nuclear reactors: $OKLO A portfolio built on the technologies shaping the next decade, not the last one. - Midas

@dustinhuntwnDec 29, 2025 · 4:02 PM

$BBAI news PR out https://t.co/PIDZiQBW7U

@dustinhuntwnDec 26, 2025 · 9:50 AM

Institutional ownership is at all-time highs in these names: $AMC $BBAI $CLSK $BULL Smart money positioning is worth paying attention to. https://t.co/waCVBjzMIF

@bmsinvestsDec 26, 2025 · 8:10 AM

My top 10 stocks heading into 2026: 1) $ONDS 2) $NBIS 3) $KRKNF 4) $ASTS 5) $XTIA 6) $BBAI 7) $AMZN 8) $HIVE 9) $WYFI 10) $TMC / $UAMY Mix of undervalued and well-positioned for defence, AI and critical mineral tailwinds🚀

@investmentguru_Dec 16, 2025 · 11:49 AM

High Risk / High Reward Watchlist: $BITF $RR $EVTL $POET $BBAI $ABCL $RXRX $RDW $FUBO $TE For high-risk, high-reward opportunities, this is the part of my watchlist where asymmetric upside matters most. These names carry volatility, but also the potential for outsized returns if execution and market conditions align.

@dustinhuntwnDec 4, 2025 · 4:28 PM

$BBAI Needs to hit at least 8 and I'll sell. https://t.co/gwYHRq3NTy

@dustinhuntwnNov 28, 2025 · 2:47 AM

🚨 $BBAI expects more gov'tcontracts after O'Hare biometricslaunch, gen Al deal they published this on Turkey day? They must be prepping for the big announcement. https://t.co/oqNDlDjgu8

@pelositrackerNov 12, 2025 · 4:21 PM

Just in: Big Bear AI $BBAI is up another 17% today Stock is now up ~38% since we flagged it back in September https://t.co/PeeC1x624L ^Thats how to see the full performance, disclaimers, + positions of the notable politician portfolio 🫡 https://t.co/SHKPSqPVf9

@pelositrackerNov 11, 2025 · 3:08 PM

Just in: Remember Bigbear AI $BBAI It's the company we flagged Rep Lisa McClain for buying $50K because 1. Their CEO is Trump's former head of homeland security 2. Revenue comes from gov contracts It’s up 13% today after earnings and acquiring another smaller AI company https://t.co/nAzY0zmNrM

@pelositrackerOct 29, 2025 · 8:04 PM

Good thing we added $BBAI to our ‘Notable Trades’ Portfolio See the full performance + more positions here: https://t.co/PeeC1x624L Because if you can’t beat them, join them 🫡 https://t.co/PGLE9osB31

@pelositrackerOct 29, 2025 · 7:11 PM

Breaking 🚨 Turns out Rep. Lisa McClain owns another $50K of BigBearAI she 'forgot' to disclose!! Earlier this AM she violated the stock act by taking 109 days to disclose a $50K buy of $BBAI from 7/10 This is the same stock we flagged as "notable" a couple months ago when she bought because 1. The CEO of $BBAI is Trump's ex Secretary of Homeland Security 2. According to multiple sources, the majority of their revenue comes from Government Contracts 3. She's the first Politician to buy $BBAI After this new $50K buy, her stake now is worth up to $100K However, she is underwater on this most recent buy as the stock is down 6% since her buy on 7/9 Will continue keeping an eye from here

@pelositrackerOct 13, 2025 · 6:00 PM

Who go in on BigBearAI $BBAI being up another 20% today? If you missed it, this is why the 'Notable Politician Portfolio' exists on Autopilot https://t.co/oQ6nzJ48dv ^That's how to check it yourself 🫡 https://t.co/WPzQdsWYNO

@pelositrackerOct 10, 2025 · 4:13 PM

And this is why we track the politicians ✍️ Back on 9/15, we flagged Rep. Lisa McClain's suspicious $50K buy of BigBear AI Why was it notable? 1) The CEO of $BBAI is Trump's ex Secretary of Homeland Security 3) According to multiple sources, the majority of their revenue comes from Government Contracts 3) This was the first time a Politician ever bought $BBAI Well about a week after her filing, news broke that BBAI will be enhancing "Maritime Domain Awareness for the US Navy at UNITAS 2025" It's up another 10% today And since we flagged it, it's up 60%

@pelositrackerSep 23, 2025 · 3:01 PM

Who else got in ? Just one week ago we flagged Rep. Lisa McClain's $50K buy of BigBear AI 1) The CEO of $BBAI is Trump's ex Secretary of Homeland Security 3) According to multiple sources, the majority of their revenue comes from Government Contracts 3) This was the first time a Politician ever bought $BBAI News just broke they'll be enhancing "Maritime Domain Awareness for the US Navy at UNITAS 2025" They'll be "showcasing AI-powered capabilities that can improve coordination, decision-making, and threat detection in vast maritime operation zones where counter-narcotics, human trafficking, and arms smuggling are key concerns" Stock is up 58% since it was flagged

@pelositrackerSep 15, 2025 · 9:30 PM

Red Alert 🚨 Did some digging & turns out the CEO of $BBAI is Trump's ex Secretary of Homeland Security Bc of the shadiness, it's added to the Notable Political Portfolio If you're Autopiloting it, you'll buy tomorrow AM https://t.co/T3ifgljWmJ ^ See the other positions & connect your broker to trade alongside there Because if you can't beat them, join them 🫡

@pelositrackerSep 15, 2025 · 7:19 PM

Keep an eye on this one ✍️ Rep. Lisa McClain (R) just filed a $50K buy of Bigbear AI Why is it notable? 1) According to multiple sources, the majority of their revenue comes from Government Contracts 2) This is the first time a Politician ever bought $BBAI 3) $BBAI is down 25% since her buy meaning if you buy you'd get in at better price Doing more research now, but will continue to keep an eye from here