$QS

@investmentguru_May 24, 2026 · 10:16 AM

THE THEMATIC WATCHLIST — 2025 EDITION Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇 AI → $GOOGL $PLTR $NVDA $COHR Chips → $TSM $ASML $AMD $MU $SNDK Space → $RKLB $ASTS $LUNR $RDW $PL Crypto → $COIN $BTC $ETH $SOL Energy → $GEV $CEG Drones → $ONDS Nuclear → $CCJ $OKLO $VST $SMR Defense → $KTOS $AVAV $AMTM Robotics → $SYM $TSLA $ISRG Batteries → $TE $EOSE $QS $FLNC Quantum → $QBTS $IONQ $RGTI $INFQ Healthcare → $NVO $UNH $HIMS Data Centres → $IREN $CIFR $NBIS $CRWV Critical Minerals → $TMQ $UUUU $CCJ The next decade won’t be won by picking one sector. It’ll be won by understanding how they connect. AI needs chips. Chips need power. Power needs nuclear. Nuclear needs uranium. Uranium needs miners. It’s all one trade — just different layers. Know the map. Size accordingly. Not financial advice.

@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.

@investmentguru_May 22, 2026 · 11:59 PM

$QS holders in this market. https://t.co/GMthpdsz8W

@investmentguru_May 22, 2026 · 12:19 AM

Some of my small caps are moving nicely today with 5%+ gains $QS $RR $ABCL $SERV This is why patience and buying strong conviction names on weakness matters. Small caps can move fast once momentum returns.

@investmentguru_May 20, 2026 · 10:57 AM

$QS

@investmentguru_May 18, 2026 · 11:39 AM

Energy- 7 layers AI Energy Bridge: Short-Term Stack (Before nuclear comes online ~2030+) Layer 1 — Solar Generation → $FSLR (First Solar) — domestic manufacturing moat → $ARRY (Array Technologies) — utility-scale trackers → $CSIQ / $JKS — cost-competitive module suppliers Other- $ENPH $SEDG $TE → ETF play: $TAN (Invesco Solar ETF) Layer 2 — Battery Storage → $EOSE (Eos Energy) — long-duration grid storage → $FLNC (Fluence Energy) — utility-scale BESS deployments → $QS (QuantumScape) — solid-state, longer horizon Layer 3 — Grid Modernization / Transmission → $ETN (Eaton) — switchgear, power mgmt → $PWR (Quanta Services) — grid buildout contractor → $GRID (First Trust Nasdaq Clean Edge Smart Grid ETF) — pure ETF play → $GEV (GE Vernova) — turbines + grid infra, breakout momentum Layer 4 — Natural Gas Bridge → The actual short-term baseload filler before nuclear → $LNG (Cheniere) — LNG export → $AR (Antero Resources) — nat gas supply → $TELL (Tellurian) — speculative LNG infra → Data centers are signing direct gas PPAs right now Layer 5 — Power Equipment / Transformers → Bottleneck hiding in plain sight — 2–3 year transformer lead times → $HUBB (Hubbell) — transformers, electrical components → $VRT (Vertiv) — data center power + cooling infra → $AMPS (Altus Power) — distributed solar + C&I Layer 6 — Demand Response / Energy Software → The “grid intelligence” layer — often overlooked → $GNRC (Generac) — backup power + grid services → $ITRI (Itron) — smart meters, grid edge data → $STEM (Stem Inc.) — AI-driven energy storage optimization Layer 7 — Nuclear → $CEG, $CCJ, $OKLO, $SMR, $NNE, $LTBR → 2028–2035 production window — position early, wait long Solar + Storage absorbs daytime peaks → Gas fills baseload gaps → Grid modernization moves electrons efficiently → Nuclear takes over as 24/7 firm power This is your “AI Power Capital Cycle” — each layer hands off to the next. Great multi-year content series. Not financial advice.

@investmentguru_May 16, 2026 · 1:28 PM

$QS

@investmentguru_May 14, 2026 · 10:59 AM

$QS $SOUN $SERV $DGXX $SLNH $RR $DARE $VLN $BB $SIVEF Worth keeping eyes on these stocks as many are starting to see improving momentum, sector rotation, or early accumulation patterns.

@investmentguru_May 13, 2026 · 10:57 PM

$QS

@investmentguru_May 13, 2026 · 4:23 PM

Many green in my portfolio today $QS $SOUN $MU $AAOI $VLN $NOK $RR $DGXX

@investmentguru_May 13, 2026 · 10:41 AM

Battery and energy storage could become one of the next big themes in the market as AI infrastructure, data centers and grid demand continue growing rapidly. The market is starting to realize that generating power is only part of the story, storing energy efficiently may become just as important. Short term momentum and long term opportunity both look interesting in this space IMO. Watching names like: $FCEL $BE $FLNC $QS $AMPX $EOSE $PLUG From hydrogen fuel cells, grid scale storage, solid state batteries to next generation energy systems, this sector could see increasing attention as the energy demand cycle accelerates. Feels like the market is slowly rotating toward companies connected to future power infrastructure and storage solutions.

@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 12, 2026 · 7:49 PM

$QS

@investmentguru_May 12, 2026 · 10:50 AM

WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition. SOLAR — The Lowest Cost Energy Ever Built → $FSLR — largest Western hemisphere PV manufacturer, $16.4B backlog, 53.7 GW contracted → $ENPH — microinverter leader, IQ Battery storage, 22,000+ certified installers globally → $SEDG — solar power optimization & residential storage → $JKS — JinkoSolar, 370 GW cumulative shipped, expanding into utility-scale storage → $CSIQ — Canadian Solar, global manufacturing + storage integration WIND — Backbone of Grid-Scale Renewables → $VWDRY — Vestas, global wind turbine leader → $GEV — GE Vernova, grid modernization + wind equipment supercycle → $ORSTED — offshore wind pure play → $SIEGY — Siemens Energy, onshore + offshore wind + grid ENERGY STORAGE — The Most Critical Layer → $EOSE — Eos Energy, zinc-based long duration storage, no lithium dependency → $FLNC — Fluence Energy, utility-scale BESS deployments globally → $STEM — AI-driven battery storage optimization platform → $BE — Bloom Energy, solid oxide fuel cells, AI data center power Utility-Scale Integrated: → $NEE — NextEra, largest battery storage developer in North America, 3.6 GW operational → $BEPC — Brookfield Renewable, 80 GWh battery storage in development pipeline → $AES — AES Corp, major BESS developer across Americas Lithium & Materials (Picks & Shovels): → $ALB — Albemarle, world’s largest lithium producer, vertically integrated → $SQM — Sociedad Química, Chilean lithium giant → $LAC — Lithium Americas, North American supply chain play → $LTHM — Livent, lithium for EV + grid storage Solid-State (Next Gen): → $QS — QuantumScape, solid-state lithium-metal batteries → $SLDP — Solid Power, solid-state EV battery development → Battery pack prices falling to $105/kWh in 2026 — making storage economically superior to fossil fuel peakers for the first time at scale  NUCLEAR — Always-On Baseload Bridge → $CEG — Constellation Energy, largest U.S. nuclear operator, AI data center offtake deals → $OKLO — next-gen microreactor, Sam Altman-backed → $SMR — NuScale Power, small modular reactor pioneer → $CCJ — Cameco, uranium supply chain kingpin → $UEC — Uranium Energy Corp, domestic U.S. uranium producer GRID & TRANSMISSION — The Bottleneck Nobody Talks About → Global energy transition investment hit a record $2.3T in 2025 — grid modernization is a core pillar  → $ETN — Eaton, electrical infrastructure & power management → $GEV — GE Vernova, grid equipment + turbines → $VRT — Vertiv, data center power & thermal management → $HUBB — Hubbell, electrical products & grid components → $PWR — Quanta Services, grid construction & EPC → $EMR — Emerson Electric, industrial automation + energy infrastructure → $ABB — ABB Ltd, power systems, grid-forming inverters, EV charging infrastructure HYDROGEN & FUEL CELLS — Longer Duration Optionality → $PLUG — Plug Power, green hydrogen + fuel cell systems → $BE — Bloom Energy, hydrogen-capable fuel cells → $FCEL — FuelCell Energy, stationary clean power generation THE CAPITAL CYCLE FRAMEWORK → Most existing grids were designed for centralized fossil fuel generation — not decentralized variable renewables. Integrating solar + wind creates new stability challenges that only storage + smart grid tech can solve  Stage 1 → Solar + Wind capacity floods in (already happening) Stage 2 → Storage becomes mandatory to stabilize the grid (NOW) Stage 3 → Transmission upgrades to carry renewable power (2026-2030) Stage 4 → Hydrogen + long-duration storage fill the remaining gaps (2028+) We are at the Stage 1→2 inflection point. High oil prices just pulled the timeline forward by 3 years. Not financial advice.

@investmentguru_May 11, 2026 · 11:47 PM

One of the strong sector today $EOSE $QS $FLNC $FCEL $SES

@investmentguru_May 11, 2026 · 11:21 PM

Lots of runners in my portfolio today $NBIS $TSLA $QS $MU $AAOI $RKLB $DGXX $KEEL and many more. When you stay patient with high conviction names, the market eventually rewards you. Great day in the market. 📈

@investmentguru_May 11, 2026 · 2:40 AM

My framework: Grid-scale infrastructure: $FLNC / $NRGV / $STEM Long-duration storage: $EOSE Next-gen EV battery disruption: $QS / $AMPX / $SES The big picture: AI growth needs power. Power needs stability. Stability needs storage. Energy storage may become one of the biggest infrastructure trades of this decade. Watch the capital flows early.

@investmentguru_May 10, 2026 · 12:16 PM

EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital. It’s electrons. Here’s the full breakdown NUCLEAR — The Baseload Beast → Only energy source delivering 24/7 carbon-free power at hyperscaler scale → Microsoft, Google, Amazon signing direct nuclear PPAs — unprecedented → Legacy fleet life extensions: cheapest, fastest path to zero-carbon baseload → SMR wave building: factory-built, faster deploy, co-locatable with data centers → Uranium supply chain revival underway — enrichment is the chokepoint Tickers: $CEG $VST $OKLO $SMR $CCJ $LEU $LTBR GRID — The Invisible Backbone → US grid built in the 1950s–70s. Not designed for 300MW data center campuses → 2,600 GW stuck in interconnection queues — more than entire installed US capacity → Large power transformers: 2–3 year lead times, barely made domestically → FERC Order 1920 mandated long-term transmission planning for first time ever → Grid hardware demand is a decade-long supercycle, not a trade Tickers: $ETN $GEV $PWR SOLAR — The Cost Curve Winner → ~99% cost decline since 1976 — cheapest new electricity in history → Constraint has shifted: no longer cost, it’s permitting + interconnection + storage → Solar + BESS is now the standard utility build → IRA credits extending economics through the 2030s → $FSLR only major US-based module manufacturer — direct IRA beneficiary Tickers: $FSLR $ENPH $ARRY $TE BATTERY STORAGE — The Enabler Layer → Renewables without storage are weather-dependent. Storage makes them dispatchable → LFP BESS: $1,200/kWh (2010) → ~$100/kWh (2024) → ~$60/kWh projected (2030) → 4-hour duration now standard. Long-duration (100hr+) is the unsolved problem → Iron-air, flow batteries, green hydrogen all competing for the long-duration crown → V2G sleeper thesis: 300M EVs by 2035 = massive distributed grid storage network $FLNC $EOSE $QS $BE RENEWABLES — Wind, Hydro & Geothermal → Offshore wind: world-class US East Coast resource, but capex + financing challenged → Pumped hydro still 95% of ALL global grid storage — massively underappreciated → Enhanced Geothermal Systems (EGS): Fervo Energy proved commercial scale — dark horse → Geothermal = 24/7 baseload, zero emissions, geography no longer a hard limit $PLUG AI IS THE MEGA-DRIVER → 1 ChatGPT query ≈ 10× the electricity of a Google search → Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023 → The wave thesis plays out in layers: W1 → Semiconductors ($NVDA $AMD) — well known ✅ W2 → Memory ($MU $SNDK) — catching up ✅ W3 → Photonics ($COHR $AAOI $FN $CRDO) — mid-innings 🔄 W4 → ⚡ Energy ($CEG $VST $OKLO $ETN $GEV) — early innings. We are HERE 🎯 W5 → Robotics/Physical AI — next wave 🔜 RISKS TO WATCH → IRA rollback attempts — policy is the #1 overhang → Permitting timelines remain brutal (10–15 years for transmission lines) → Nuclear cost overruns — historical pattern, balance sheet quality matters → Rate sensitivity — these are long-cycle capex-heavy businesses → Supply chain concentration (China dominates solar, battery manufacturing) Not financial advice.

@investmentguru_May 10, 2026 · 1:29 AM

ENERGY STORAGE IS BECOMING THE NEXT MAJOR INFRASTRUCTURE TRADE AI data centers are creating an energy demand shock. Renewables are scaling. Grids are aging. That creates one unavoidable need: 🔋 STORAGE. This isn’t a short-term theme. It’s a multi-year secular buildout. Here’s how I’m viewing the sector: $EOSE Zinc-based long-duration storage (4–16hr+) → Non-lithium, non-flammable → Massive pipeline ($22B+) → High upside if execution improves Risk: dilution + scaling credibility $FLNC Utility-scale battery storage leader → $5B+ backlog → Hyperscaler/data center penetration growing → Strong institutional backing Risk: margins still need improvement $QS Solid-state battery moonshot → Pilot line now operational → Licensing model emerging → Strong cash runway Risk: commercialization still years away Other names worth watching: $NRGV Own-and-operate storage model Recurring energy revenue could rerate the story $AMPX Silicon-anode batteries High-density cells for aerospace/defense $STEM Software layer for energy storage Less hardware risk, more recurring software model $SES AI + battery chemistry One of the most interesting speculative intersections My framework: Grid-scale infrastructure: $FLNC / $NRGV / $STEM Long-duration storage: $EOSE Next-gen EV battery disruption: $QS / $AMPX / $SES The big picture: AI growth needs power. Power needs stability. Stability needs storage. Energy storage may become one of the biggest infrastructure trades of this decade. Watch the capital flows early. Not financial advice.

@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_May 7, 2026 · 11:00 AM

10 stocks with better setup. $QS – solid-state battery beat, defense pivot $BB – QNX royalty backlog, EV & naval wins $DGXX – $1.1B Cerebras AI data center deal $KEEL – infrastructure watch $SLNH – Renewable AI compute, $SERV – pure-play delivery robot stock $SATL – sovereign defense contracts, Merlin constellation $SOUN – agentic voice AI entering robotics $FABC – MicroLED optical interconnects, 2 major chipmaker NDAs $EOSE – zinc battery + AI power demand Batteries. Robots. Space. Photonics. AI infra. The next wave is loading Not financial advice.

@investmentguru_May 7, 2026 · 12:15 AM

Great day for this small cap $QS $SOUN $JOBY $BB $SERV $OSS $ABCL $DGXX $SATL $SMR

@investmentguru_May 6, 2026 · 10:43 AM

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.

@investmentguru_May 5, 2026 · 10:45 AM

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.

@investmentguru_May 2, 2026 · 7:09 PM

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.

@investmentguru_May 2, 2026 · 12:53 PM

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.

@investmentguru_May 1, 2026 · 10:52 AM

In 10 months 8/10 gave big returns $AEHR +841% $ASTS +270% $RKLB +267% $OUST +200% $INDI +105% $AQST +94% $QS +79% $ABCL +66% $SOUN -19% ❌ $PCVX -16% ❌

@investmentguru_May 1, 2026 · 10:28 AM

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

@investmentguru_Apr 30, 2026 · 6:21 PM

Lots of small cap runners today. $BLN $SLNH $KOPN $KEEL $SERV $QS $BYND $SPIR $RUM $LWLG $ALMU

@investmentguru_Apr 30, 2026 · 4:12 PM

$SIVEF Congrats whoever is holding from $3 $SOUN $QS Still buying opportunity for long term

@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

@investmentguru_Apr 25, 2026 · 12:03 PM

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.

@investmentguru_Apr 24, 2026 · 11:13 AM

0DTE idea $AMD $MU $ON $QS $ARM

@investmentguru_Apr 24, 2026 · 1:18 AM

$QS went full rollercoaster today After posting a Q1 2026 earnings beat — loss of $0.16/share vs. $0.18 expected, narrowed from $0.21 a year ago  — the stock surged as much as 32% at the morning high before giving back nearly all those gains, closing up just ~1.4% , a classic “buy the rumor, sell the news” flush. The real story isn’t the loss — it’s the optionality expanding beyond EVs: management is now eyeing AI data centers, aerospace, and military as new markets for its solid-state battery tech, and added former U.S. Air Force Chief Scientist Dr. Mark Maybury to its Strategic Advisory Board . Meanwhile, the Eagle Line is installed and producing initial QSE-5 cells, with AI models integrated into the line to improve cell quality and reliability  — Q2 is when customer sample shipments ramp. With $904.7M in liquidity on the balance sheet , QS has plenty of runway to execute. Pre-revenue, high-risk, high-reward — but the TAM is quietly expanding from EVs to defense and AI infrastructure. Watch for customer design-in announcements as the real catalyst. Not financial advice.

@investmentguru_Apr 23, 2026 · 1:29 PM

$QS looks like play for the day

@investmentguru_Apr 23, 2026 · 10:32 AM

$QS on watch today. Let’s if it run to $10 plus https://t.co/AuQYuWbjUo

@investmentguru_Apr 23, 2026 · 10:18 AM

THE ENERGY MAP: Every Source, Every Play Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center supercycle has changed everything. Power is now the bottleneck. Access to electricity > land, labor, connectivity. Here’s how the landscape is shaping up NUCLEAR — Highest Conviction The renaissance is real. Record generation, 63 reactors under construction, SMRs gaining traction with hyperscaler demand. → AI + baseload = nuclear wins Plays: $CEG $CCJ $OKLO $SMR $NNE $LEU $DNN $LTBR BATTERY STORAGE — High Conviction The backbone of 24/7 clean energy. Explosive growth + massive pipeline into 2030. → Solar pairing + grid stability + data center demand Plays: $TSLA $FLNC $STEM $AMPS $KULR $QS $MVST $AMPX GRID INFRASTRUCTURE — The Real Winner - No matter who wins, the grid must scale. Massive capex cycle just starting. → AI load + EVs + electrification = multi-year demand Plays: $CEG $NEE $ETN $PWR $VRT $HUBB $VST $AES SOLAR — Selective Still scaling globally, but policy shifts create winners & losers. → Data center PPAs absorbing higher costs Plays: $FSLR $ARRY $ENPH $NEE $RUN GEOTHERMAL — Stealth Play Underrated baseload. EGS unlocking new regions. → 24/7 clean energy = perfect for hyperscalers Plays: $CEG $ORKA $NEE NAT GAS / LNG — Bridge Fuel Not going anywhere. Reliability matters. → AI demand + LNG exports = strong tailwind Plays: $LNG $AR $EQT $SLB $HAL WIND — Watchlist Onshore steady, offshore challenged (policy + cost). → Europe still bullish Plays: $GEV $NEE $CWEN $BEP HYDROGEN — Speculative High risk, long-term potential. 2026 is pivotal. → Industrial demand is the key Plays: $PLUG $BE $LIN HYDRO — Stable Compounder Reliable baseload + long-duration storage. → Quiet outperformer in volatile markets Plays: $BEP $CWEN $NEP THE MACRO FRAME This is no longer just a climate transition. It’s a national security + AI infrastructure race. Capital flow trend: Semis → Memory → Photonics → Power & Energy → Robotics We are entering the Power wave Position accordingly. The grid wins regardless. Not financial advice. Like and share

@investmentguru_Apr 22, 2026 · 8:33 PM

$QS after earnings https://t.co/T38LcjuJhZ

@investmentguru_Apr 22, 2026 · 8:32 PM

$QS just dropped a strong shareholder update — and the story is getting more interesting 👀 • Eagle Line is live → pilot production up and running, producing QSE-5 solid-state cells • AI integration in manufacturing → improving quality, reliability, and scaling efficiency • Volkswagen + multiple OEMs → moving into real-world field testing phase • New partnerships (Murata, Corning) → building global supply chain for mass production • Expansion beyond EVs → AI data centers, defense, aerospace, grid storage Big picture: This is no longer just R&D — it’s transitioning toward commercialization + real production scaling Financials still show expected burn: • ~$100M quarterly net loss • ~$900M liquidity (strong runway) • Customer billings starting to come in Key takeaway: QuantumScape is positioning itself at the center of the next-gen battery revolution — EVs + AI infrastructure demand could be massive tailwinds. https://t.co/EzYZasyBVs

@investmentguru_Apr 22, 2026 · 10:56 AM

$QS watch today for updates

@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

@investmentguru_Apr 21, 2026 · 11:04 AM

$QS

@investmentguru_Apr 21, 2026 · 10:44 AM

5 Stocks With Serious Long-Term Potential $HIMS — Hims & Hers Health The GLP-1 narrative took a hit, but the platform is the real story. $2.7B–$2.9B in 2026 revenue guidance. Personalized medicine model with custom formulations that big pharma can’t easily replicate. Mental health and menopause being built as the next major growth pillars. The market is pricing this like a one-trick drug reseller. It’s not. $SOUN — SoundHound AI Down 70% from its highs. 59% revenue growth in Q4 2025. Operating losses shrinking from $257M to $42M year-over-year. Voice AI embedded in vehicles with Stellantis, Hyundai, and Honda. Agentic AI expanding into restaurants, retail, and telecom. The business is quietly maturing while the stock gets ignored. $BB — BlackBerry Still being priced like a dead phone company in 2026. QNX revenue up 20% in Q4 with a $950M royalty backlog. Embedded in 255 million vehicles globally across Mercedes-Benz, BMW, Volvo, and defense platforms. Revenue returned to growth. $100M in operating cash flow guided for FY2027. The rebrand never got the credit it deserved. $QS — QuantumScape This is a decade-long bet, not a quarterly trade. Solid-state batteries targeting double the energy density of lithium-ion with 12–15 minute fast charging. VW PowerCo committed $131M in milestone payments. Cash runway extended through 2029. B-sample cells shipped. Meaningful revenue expected by 2027. Small position, long conviction. $ONDS — Ondas Holdings Defense drone demand is accelerating and domestic suppliers are getting the call. Q3 revenue up 500% year-over-year. $23M backlog. 2026 revenue target of $110M. The “system-of-systems” drone model for defense and infrastructure is exactly what the current environment is looking for. These are not get-rich-quick plays. They are businesses with real catalysts, real backlogs, and real timelines that the market hasn’t fully priced in yet. Do your own research before making any investment decisions. This is not financial advice.

@investmentguru_Apr 21, 2026 · 10:24 AM

When you see so many runners in the market, don’t try to chase everything — focus on a few high-conviction setups and size them properly. Spreading yourself too thin across too many trades only leads to confusion, missed entries/exits, and poor execution. Clarity and discipline beat overtrading every time. $BYND $BULL $HIMS $SOUN $SLNH $BB $QS $LWLG $SIVEF $POET $PLUG $BLNK $RR $ONDS $DGXX

@investmentguru_Apr 21, 2026 · 1:37 AM

$QS

@investmentguru_Apr 18, 2026 · 2:16 PM

20 Small Cap Stocks Across 20 Sectors — A 5-Year Framework $CIFR — AI Data Centers $BKSY — Space AI / Earth Intelligence $SOUN — Voice AI $RXRX — AI Drug Discovery $POET — Photonics $QS — Solid state battery $BTBT — Crypto + AI Infrastructure $SATL — Sovereign Satellites $SPIR — Space Data $KULR — Energy Storage $SERV — Delivery Robotics $ZETA — AI powered marketing $EVER — Insurtech $PATH — Enterprise automation $ABCL — AI drug discovery $GFAI — AI Security Robotics $ONDS — Defense Autonomy $AEYE — Accessibility SaaS $ADUR — Clean Tech $INFQ — Quantum Computing I will share short description and my favourite from this list later.

@investmentguru_Apr 18, 2026 · 3:33 AM

The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread - $RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ Read this

@investmentguru_Apr 17, 2026 · 2:55 PM

$QS watch here

@investmentguru_Apr 16, 2026 · 10:38 AM

Short Covering in Play — Watch These Names $BULL $SOUN $OPEN $HIMS $QS $RR $EOSE $GME High short interest + rising momentum = squeeze potential. If volume builds, these can move fast. DYOR

@investmentguru_Apr 16, 2026 · 1:18 AM

$BULL, $OPEN, $GME, $QS, and $EOSE all sit in that same setup zone where sentiment + positioning can flip quickly. When short interest is elevated and liquidity returns, even small catalysts can trigger outsized moves—especially in today’s high-beta environment where rotations are aggressive and fast.

@investmentguru_Apr 15, 2026 · 1:53 AM

10 Stocks to Watch in This Market (High Beta + Next-Gen Themes) Momentum is still rotating around AI infrastructure, quantum computing, energy, and retail risk-on trades. These are the names I’d keep on radar right now: $APLD — AI data center expansion + high beta infrastructure play $IREN — Bitcoin mining + AI compute pivot narrative $OKLO — next-gen nuclear energy tied to AI power demand $IONQ — leader in trapped-ion quantum computing $RGTI — quantum hardware race with strong speculative momentum $QBTS — pure quantum software/hardware hybrid exposure $HOOD — retail trading + crypto + options flow sensitivity $OPEN — turnaround / sentiment-driven housing tech name $BULL — leveraged sentiment play, extremely high volatility, retail trading $QS — solid-state battery story, long-duration EV upside

@investmentguru_Apr 14, 2026 · 10:21 AM

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.

@investmentguru_Apr 9, 2026 · 10:47 PM

The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread - $RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ

@investmentguru_Apr 9, 2026 · 11:08 AM

$QS and $TE best risk reward long term

@kaizen_investorMar 20, 2026 · 5:41 PM

Pre-revenue stocks YTD return $OKLO: -30% $NNE: -25% $ASTS: +6% $JOBY: -35% $ACHR: -28% $QS: -40% $LUNR: +3% $POET: -17% $NUVL: -5% Looks like investors are de-risking.

@apomplianoJan 19, 2026 · 2:48 PM

I believe humanoid robots are going to become pervasive in society. Investors are drastically underestimating how big this market, and the leading companies, will grow to. In order to position myself correctly, I asked @cfosilvia to generate a list of companies around the world that I could invest in to profit from this mispriced opportunity. She suggested: $TSLA $ISRG $ROK $NVDA $AMD $MRVL $ARM $CGNX $AMBA $LITE $6324. T (Japan) $PH $NOVT $QS $ALB $FLEX $JBL Silvia then analyzed my personal portfolio to see where I already had some exposure to humanoids, while also suggesting specific names or allocations that could compliment my current portfolio. I don't make any financial decisions without checking with Silvia first. You can try her free: https://t.co/bMI7hLeciU