$JOBY $11c 5/22 lotto at 0.08
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.
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.
$JOBY Q1 2026 up 21% today 🟢 Revenue beat: $24.2M vs $20.2M est. 💰 Cash: $2.5B 🔴 Net loss improving sequentially → Blade acquisition driving passenger revenue → Manufacturing expansion underway in Ohio → Demo flights already happening in real-world corridors → Delta adding strategic support FAA certification is still the only milestone that truly matters. If certification lands in 2026, $JOBY could re-rate very fast. High risk. Massive potential. Not financial advice. DYOR.
$JOBY looks like it can turn positive today
In this market, you have two choices: Chase overextended names after the move… or build positions early in stocks still in the accumulation phase. I’d rather accumulate where risk/reward is still favorable: $QS $SOUN $JOBY $BB $SERV $CIFR $PATH $ABCL $NOK $SATL $SMR The biggest money is usually made by getting in before the crowd notices — not after the breakout headlines.
BREAKING: SuperMicroComputer, $SMCI, earnings: - EPS: $0.84, est: $0.62 - Revenue: $10.2 billion, est: $12.4 billion $JOBY earnings: - EPS: -$0.12, est: -$0.21 - Revenue: $24 million, est: $20 million $LCID: - EPS: -$2.82, est: -$2.3 - Revenue: $282 million, est: $358 million
10 high-risk innovation stocks with potential to outperform if the market rewards growth again. $SOUN — Voice AI momentum is building. Earnings this week will be key. If enterprise adoption keeps accelerating, this could be one of the stronger AI software names. $QS — Solid-state battery leader. Still pre-revenue driven, but every technical milestone matters. High upside if commercialization stays on track. $JOBY — eVTOL leader with FAA certification progress and commercial launch approaching. Execution is everything now. Big year ahead. $SERV — Autonomous last-mile delivery is a massive market. Earnings this week could define the next trend move. Speculative but strong theme. $PATH — Enterprise automation + AI integration. Not flashy, but profitable scaling in AI workflows can rerate this name fast. $SATL — Space/data intelligence play gaining defense traction. Government contracts can become a major growth driver here. $BB — Quiet turnaround story. QNX growth and Nvidia partnership are putting this back on the map. Momentum is real. $VLN — Connectivity chip story tied to automotive and industrial data infrastructure. Underrated semiconductor setup. $KOPN — AR/military optics exposure with AI and drone tailwinds. Small cap with asymmetric upside if contracts expand. $RUM — Building beyond media into cloud/GPU infrastructure. If execution improves, this can become more than just a platform stock. Position sizing matters — conviction without risk management is dangerous. High risk, high reward setup.
10 stocks setting up for a potential big move. $BB – Cybersecurity + IoT turnaround story, quietly rebuilding. $JOBY – eVTOL leader with FAA progress and commercial launch ahead. $QS – Solid-state battery disruption, massive upside if commercialization scales. $SOUN – Voice AI growth accelerating with enterprise adoption. $PATH – AI automation leader as enterprises cut costs and boost efficiency. $SATL – Satellite connectivity play in a rapidly expanding space economy. $ONDS – Defense + drone communication systems gaining traction. $OSS – Edge AI and high-performance computing infrastructure exposure. $EOSE – Energy storage demand rising as grid modernization accelerates. $KOPN – Microdisplay + defense optics, strong exposure to AR and military tech. Themes are lining up: AI, energy, aerospace, defense, and next-gen mobility. These names can move fast when momentum returns — keep them on watch.
6 High-Conviction Sectors for the Next Market Cycle The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention from investors looking ahead: AI Energy — Data centers are power-hungry and the grid isn’t ready. Companies bridging that gap stand to benefit enormously. Watching $CEG, $BE , $VRT, $GEV, $OKLO, and $NNE. Quantum Computing — Still early-stage and high-risk, but the commercial timeline is compressing faster than most expect. Key names: $IONQ, $RGTI, $QUBT, $INFQ , $XNDU . eVTOL — Urban air mobility has real regulatory momentum now. Certifications are coming. $JOBY, $ACHR, and $EVTL are the ones to track. Rare Earth & Critical Minerals — The overlooked bottleneck in every supply chain — AI hardware, EVs, and defense systems all depend on these materials. $MP, $USAR , $UAMY, $TMC , $NB Robotics — Physical AI is accelerating. The next compute deployment layer won’t just be in the cloud — it’ll walk, drive, and build. Watching $SERV , $TSLA, $ISRG, $RR, and $NVDA as the picks-and-shovels play. Space — Launch costs have collapsed. Satellite-based connectivity, Earth observation, and defense applications are scaling fast. $RKLB, $ASTS, $LUNR, $PL, and $RDW remain my core watchlist. Capital rotates toward constraint. These six sectors sit at the intersection of scarcity and exponential demand. Not financial advice.
Portfolio Update — May 2, 2026 $PLTR +770.82% $CLS +651.53% $ONDS +426.29% $NBIS +307.04% $HIMS +258.82% $OKLO +202.32% $RKLB +170.77% $SOFI +142.97% $IONQ +142.02% $AAOI +104.43% $TSLA +73.50% $ABCL +55.79% $MU +52.72% $AMZN +48.89% $QS +48.22% $GLXY +37.05% $RDW +27.67% $META +24.47% $SOUN +20.76% $PNG +15.68% $RR -3.13% $PATH -4.04% $JOBY -13.05% 20/23 green 3 positions in progress — conviction intact $SOUN officially in the green Cash: 8.6% of portfolio 🙌 Not financial advice.
@_J0hnny17 Not at all $JOBY: 73/100 Joby Aviation’s management demonstrates elite engineering focus and has secured a formidable balance sheet, avoiding the terminal blunders of many lesser SPAC-era peers. However, a brutal assessment reveals a history of severely underestimating FAA certification timelines to appease early investors, compounded by a bloated share structure and heavy executive stock-based compensation despite generating functionally zero commercial revenue. They are a capable team executing a phenomenally difficult task, but their lack of capital discipline leaves retail shareholders footing a heavy bill. They basically mainly lose points because of dilution. $ASTS: 65/100 AST SpaceMobile’s management boasts unparalleled "skin in the game" and has successfully fortified their balance sheet with billions in liquidity, securing a true multi-year runway. However, their credibility is severely hampered by extreme share dilution, bloated stock-based compensation, and a persistent habit of issuing wildly optimistic satellite deployment timelines that they consistently fail to meet. They are a deeply committed, highly focused team that treats shareholder equity as an unlimited ATM to fund their aerospace ambitions. Same here, heavy dilution and some missed guidances.
My 10 small-cap names for 2026 —risk reward ideas I’m watching and building around: $SOUN — voice AI growth $CIFR — Bitcoin + AI infrastructure exposure $BB — turnaround + cybersecurity/IoT optionality $QS — next-gen battery bet $SERV — robotics automation theme $SATL — satellite connectivity growth $TE — solar and battery manufacturing growth play $KOPN — microdisplay/AR potential $ONDS — defense and drone tech angle $JOBY — eVTOL and future mobility play Small caps are where outsized returns can come from, but volatility is the price of admission. Build on red days, stay patient, and let the long-term themes play out. Not a financial advice
$JOBY The eVTOL story is maturing fast. Joby completed the first-ever point-to-point electric air taxi flights in NYC this week , and was selected for the White House-backed eVTOL Integration Pilot Program enabling early U.S. operations across 10 states. Needham and H.C. Wainwright both reiterated Buy with a street-high $18 PT ahead of Q1 earnings on May 5. The bull case is real — $1.4B+ in cash, low debt, and infrastructure deals stacking up. The bear case: deeply negative margins, heavy losses, and a Form 144 insider selling overhang that caps near-term upside. At - $8.93, this is a high-conviction speculative position — size accordingly, watch the May 5 earnings for FAA certification timeline clarity. Not financial advice.
This is remarkable! $JOBY
Portfolio Update — April 25, 2026 $PLTR +758.70% $CLS +642.59% $ONDS +443.81% $HIMS +298.95% $NBIS +283.43% $OKLO +206.23% $SOFI +173.08% $RKLB +172.65% $IONQ +126.51% $AAOI +80.27% $NVDA +75.20% $TSLA +66.38% $ABCL +47.72% $AMZN +47.02% $QS +46.40% $MU +39.84% $META +38.04% $RDW +33.56% $GLXY +27.42% $PNG +25.00% $SOUN +1.23% new position $RR -5.06% 🩸 $PATH -7.09% 🩸 $JOBY -19.70% 🩸 Cash: 8.7% of portfolio 21/24 green. 3 positions in progress — conviction intact. $GLXY & $SOUN flipped green. 🙌 Not financial advice. DYOR.
25 Growth Stocks Poised to Be Big Winners - $IREN – AI infrastructure backbone $IONQ – quantum computing leader $RKLB – next-gen aerospace launch $ASTS – space-based connectivity $NBIS – emerging NeoCloud play $SOFI – fintech disruptor $EOSE – long-duration energy storage $ONDS – wireless + drone networks $QS – solid-state EV battery innovator $OKLO – small modular nuclear energy $HIMS – digital health platform $OSCR – tech-first insurance model $ZETA – AI-driven marketing data $ADUR – chemical recycling tech $AAOI – photonics infrastructure $CLPT – neuroscience breakthrough $PATH – enterprise automation + AI $JOBY – electric air mobility pioneer $MP – critical rare-earth supply chain $KTOS – autonomous defense $RR – robotics + automation $ABCL – AI-powered drug discovery $GLXY – digital asset + fintech $TE – solar + battery ecosystem $SOUN – voice AI platform Theme is clear: AI • Energy • Aerospace • Automation • Infrastructure Capital is rotating into the future — and these are the companies building it. Stay early. Stay positioned.
