$RKLB

@jasonl_capitalMay 27, 2026 · 12:19 PM

The space economy is projected to nearly triple from $630B to $1.8 trillion by 2035. Here are 10 companies building it across every layer of the value chain. 1. $RKLB - Rocket Lab Revenue up 63% YoY with a $2.2B backlog. 31 new Electron launch bookings plus a $190M DoD hypersonic test contract. Neutron (medium-lift) is the next catalyst - and the biggest execution bet in the space.

@mrmikeinvestingMay 27, 2026 · 12:14 PM

I’ve said this before, & I’ll say this again… You can literally create generational wealth simply by scrolling on X. In January of this year, I called that the space theme would be the next sector to squeeze. It indeed has, & as a result my followers captured: +173% on $RKLB +250% on $RDW +102% on $ASTS +170% on $PL The countless amount of DMs I’ve received about how my picks have changed lives is what truly makes all of this worth it. Many more to come…

@investmentguru_May 27, 2026 · 10:53 AM

$RKLB Aged well

@investmentguru_May 27, 2026 · 2:50 AM

The Space Sector The market is finally waking up to what’s coming. Today’s movers tell the story: 🛰️ $RDW 🛰️ $SIDU 🛰️ $FLY 🛰️ $YSS 🛰️ $ASTS 🛰️ $SPIR 🛰️ $LUNR 🛰️ $PL 🛰️ $SPCE 🛰️ $MDA This is not random momentum. This is capital rotating into the next major infrastructure cycle. What’s driving it? → SpaceX IPO narrative pulling attention into the entire ecosystem → Commercial launch demand accelerating → Satellite connectivity becoming critical infrastructure → Defense + AI + Space convergence → Institutions positioning early before broader retail participation When the dominant private company in a sector approaches public markets, the entire sector gets revalued. The SpaceX IPO could become the catalyst that re-prices every serious space name. $RKLB $ASTS $LUNR $RDW $SIDU $SPIR $PL $SATL These are not just momentum trades anymore. They are early infrastructure bets on: 🌍 Global connectivity 🛰️ Satellite networks 🚀 Launch systems 📡 Defense communications 🤖 Autonomous & AI-linked space platforms The rerating has started. Most people will notice after the big move is already gone. Not financial

@jasonl_capitalMay 27, 2026 · 12:34 AM

Stop buying stocks at full price. Sell a put instead. You collect premium upfront and either keep the cash or buy shares at a lower cost basis. This can be done on all your favorite stock: $MU $NVDA $ASTS $RKLB $TSLA If you get assigned, sell covered calls against those shares. More premium collected, more cost basis reduced. If your shares get called away, you sold at a profit and start the cycle again. Every step of the process pays you. That's the wheel strategy. Most people just buy and hope. This approach lets you generate income whether the stock goes up, down, or sideways. Comment "wheel" and I'll send you my free PDF playbook on the whole strategy.

@mrmikeinvestingMay 26, 2026 · 9:43 PM

The literal White House is telling you to prioritize these 5 sectors amongst your portfolio… 1. Space ~ $RKLB, $ASTS, $RDW, $PL 2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR 3. Rare Earths ~ $USAR, $UUUU, $MP 4. Energy/Nuclear ~ $TE, $EOSE, $OKLO, $OSS 5. Drones/Robotics ~ $ONDS, $TSLA, $NOK, $AVAV These names are going to be the next list of setups that’ll create generational wealth for many. Don’t miss these opportunities…

@kaizen_investorMay 26, 2026 · 2:21 PM

@Jkenn850 I own $PL, $RKLB and Filtronic

@investmentguru_May 26, 2026 · 12:45 AM

Overnight market strength is flowing directly into the future-tech sectors. Storage & Semiconductor names are moving higher across the board: $MU +5% $SNDK +3% $MRVL +3% $AMD +2% $INTC +2% $QCOM +2% $TSM +2% The AI infrastructure trade is alive and well. At the same time, quantum momentum continues building: ⚛️ $INFQ +5% ⚛️ $RGTI +4% And space stocks are catching another strong bid: 🚀 $ASTS +6% 🚀 $RKLB +2% This is exactly what strong markets do: Multiple future-facing sectors start participating together. Semis. Quantum. Space. AI infrastructure. Watch where the money is rotating. Small caps and disruptive tech continue to lead

@mrmikeinvestingMay 25, 2026 · 7:09 PM

Renowned billionaire Stanley Druckenmiller has long advocated: “You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.” Those 3 sectors to become the next “home runs” will be: 1. Space ~ $RKLB, $ASTS, $LUNR, $RDW 2. Neo-Cloud ~ $NBIS, $CRWV, $APLD, $IREN 3. Software ~ $NOW, $MSFT, $DDOG These stocks can easily be the next names to lead the markets. Don’t miss out…

@aleabitoredditMay 25, 2026 · 5:49 PM

I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids: $RKLB / $SPCX / $PL = Death Star $LASR / $SIVE = Laser Beams $TSLA / Unitree = Battle Droids https://t.co/C53qKjWrS8

@investmentguru_May 25, 2026 · 3:22 PM

PORTFOLIO holdings UPDATE — May 2026 $PLTR — AI operating system with government + commercial compounding. The original conviction hold. $CLS — Advanced packaging demand accelerating. Every AI chip cycle runs through here. $ONDS — IoT connectivity thesis validated. Small-cap patience rewarded. $NBIS — Neocloud identity forming in Europe. GPU cloud + AI services stack underappreciated. $HIMS — Consumer health disruption intact. GLP-1 tailwinds + DTC model building durable margins. $OKLO — Microreactor backlog growing. AI data center power demand makes this the logical baseload answer. $RKLB — Launch cadence strong. SpaceX IPO catalyst hasn’t even landed yet. $SOFI — Neobank evolving into a full financial platform. The flywheel is strengthening. $IONQ — Trapped-ion architecture holds its edge. Volatility is the cost of entry on this one. $AAOI — 800G to 1.6T upgrade cycle is the thesis. Hyperscaler capex flows directly here. $ABCL — AI-driven drug discovery still undervalued vs pure-play AI names. $MU — HBM ramp for AI training is the re-rating catalyst. Cyclical + secular tailwinds aligned. $AMZN — AWS AI layer compounding quietly. Margin expansion underway. $QS — Solid-state battery timeline extending but the TAM remains massive. High conviction, high patience. $GLXY — Institutional crypto infrastructure play. Regulatory clarity improving. $RDW — Quiet beneficiary of in-space manufacturing. Government contracts provide the floor. $META — Ad machine funding a long-term AI moat. Execution consistently underestimated. $SOUN — Voice AI expanding into enterprise. Execution needs to match the narrative. $PATH — Enterprise budget pressure real. Monitoring AI-native competition closely. $JOBY — eVTOL certification is the gating factor. This is a 2027+ story. $TSLA — Robotaxi and FSD are the real thesis now. Energy storage remains overlooked. $RR — Richtech Robotics bringing AI-powered service automation to hospitality and food service. Robotics adoption cycle still early. $PNG — Kraken Robotics underwater technology and defence sonar thesis building. Watching for contract catalysts to confirm the move. This portfolio is built around long-duration themes: ⚡ AI Infrastructure ☁️ NeoCloud 🚀 Space Economy ⚛️ Quantum 🔋 Energy Transition 🤖 Robotics 🧬 AI Healthcare Volatility is noise. Execution + patience is the edge. Not financial advice.

@mrmikeinvestingMay 25, 2026 · 2:14 PM

This year I’ve already called out: $RKLB at $56 & is now up 148% $OSS at $7 & is now up 157% $AMD at $190 & is now up 152% If you’re looking for the next MASSIVE runner then look no further than these 3 stocks. $NOW at $100 & will be $180+ $IREN at $55 & will be $110+ $ASTS at $105 & will be $170+ Don’t miss your chance at the next round of generational setups. Save this for later…

@blackpanthercapMay 24, 2026 · 6:45 PM

I wrote a letter to my future self today. Sealed it. Wrote: “Open during the next bad week” on the envelope. Here’s what it says. “You hold $IREN, $NBIS, $CIFR, $ONDS, $RKLB, $AAOI, $PNG.V, $OUST. $IREN has 4.5GW of secured power and a $3.4B NVIDIA contract. $NBIS had a 684% Q1 revenue print and $1.92B ARR. $RKLB has a record $2.2B backlog and Anduril hypersonics. $ONDS full-year 2026 guidance raised to $390M. $CIFR signed its third hyperscaler. $OUST is qualified on NVIDIA DRIVE. $AAOI 1.6T AI data center transceivers. Expansion underway. $PNG.V Subsea battery + Covelya acquisition for scaled underwater robotics. You read the filings. The market hadn’t caught up. You held. You are not LOSING. You are EARLY.” I’m building a structure. Manifesting Italy. Not fun-dump-trading tickers. -BP Not financial advice.

@blackpanthercapMay 24, 2026 · 4:32 PM

I’ve gotten several request to do a post on how my portfolio setup is. New here? All content and analysis are free. 100% transparency on the path to $2M. So here’s a breakdown: 1. Short-term Portfolio. 173% YTD. 173% Max Period. (Started the ST-port this year.) I run my ST portfolio with 2-4 stocks. 4 is absolute maximum. Rn, 2. Goal is to double ASAP, take profit, deploy profit into a third position and expand the account. These position is basically short term <1 year. Ideally 1-6 months. But if the thesis develops correctly, position moved to LT if there is future potential. Portfolio consist of growth and beta stocks. Holdings: $ASTS $SIVE If I sell and rotate it’s because I doubled, risk is too high, thesis broke or better opportunities present itself. As of now, I’m up 25% on $ASTS and 156% on $SIVE. I expect to keep these positions. Trim at some point to start up a third position. 2. Long-term Portfolio. 65% YTD. 170% Max Period. I run my LT portfolio with 8-10 stocks. 10 is maximum. Rn, 8. Goal is to take profit from some runners, when I’m satisfied and start up the last two position. Long term portfolio is for positions I want to hold > +1 year. Portfolio consist of growth and beta stocks. Holdings: $IREN $NBIS $CIFR $RKLB $OUST $AAOI $ONDS $PNG.V If I sell and rotate it’s either because risk is too high, thesis broke or better opportunities present itself. Hope this somehow can answer some of the questions I’ve received. Otherwise feel free to ask in the comment section. -BP Please note: this is not financial advice.

@mrmikeinvestingMay 24, 2026 · 2:38 PM

Generational Wealth will be made over these next 6 months… If you’re looking to do such then you NEED to be invested in these 7 stocks: 1. Rocket Lab ~ $RKLB 2. AST SpaceMobile ~ $ASTS 3. ServiceNow ~ $ASTS 4. Iren ~ $IREN 5. Nebius ~ $NBIS 6. Nokia ~ $NOK 7. USA Rare Earth ~ $USAR Come back to this post at the end of 2026, & you’ll thank yourself that you listened…

@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 · 7:14 PM

THE MOON ECONOMY JUST SHIFTED PHASE $RKLB $LUNR $FLY $SpaceX

@mrmikeinvestingMay 22, 2026 · 11:28 PM

The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze… 1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR 2. AI Infrastructure ~ $CRWV, $NBIS, $IREN, $APLD 3. Quantum Computing ~ $IBM, $GFS, $QBTS, $RGTI 4. Rare Earths/Energy ~ $USAR, $UUUU, $OSS, $EOSE, $HYLN 5. Robotics ~ $NOK, $TSLA These are your next chances to make generational wealth, & you cannot miss it. Save this for later…

@investmentguru_May 22, 2026 · 7:36 PM

Space whoever added during those days. This is just getting started before SpaceX IPO. $RKLB $ASTS $PL $RDW $SATL $SIDU https://t.co/vfpB40yjry

@aleabitoredditMay 22, 2026 · 2:15 PM

@realstockfox Yep, I'm pretty sure $INTC, $RKLB, and $NBIS will be around in 2029... Don't need to keep entering new/different US positions, just let the ones you have compound over time.

@aleabitoredditMay 22, 2026 · 2:09 AM

@planetsidemarco Super cool you're working at $RKLB, one of my favorite companies. Hope you're having fun there!

@investmentguru_May 22, 2026 · 12:57 AM

$RKLB won a $90M U.S. Space Force contract to build two GEO satellites marking its first geostationary satellite production program. https://t.co/JmnIPP1IIH

@aleabitoredditMay 22, 2026 · 12:33 AM

$RKLB $90M US Space Force contract. Not much revenue, but implication/narratives go brrr with the US space buildup. Fun to see before the SpaceX IPO as well. https://t.co/jamx5EHans

@mrmikeinvestingMay 21, 2026 · 2:30 AM

If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks: 1. Iren ~ $IREN 2. Oklo Inc ~ $OKLO 3. Rocket Lab ~ $RKLB 4. ServiceNow ~ $NOW 5. CoreWeave ~ $CRWV 6. Nebius ~ $NBIS 7. USA Rare Earth ~ $USAR 8. Tesla ~ $TSLA All these names are on the brink of a euphoric breakout. Don’t miss your next life changing opportunity…

@investmentguru_May 21, 2026 · 1:52 AM

@RemoteNavigator @MambaHarveyInc $RKLB deserves a premium for execution quality and backlog, but $77B is pricing in the SpaceX-rival scenario as near-certainty. The $3B raise today suggests management agrees the stock is rich — they’re monetizing the valuation while they can. DYOR.

@investmentguru_May 21, 2026 · 1:33 AM

$RKLB 3 billion offering Companies that raise aggressively at peak valuations either become dominant or overleveraged. With Neutron, Golden Dome, Mynaric integration, and a $2.2B backlog — the thesis is intact, but the dilution ceiling is real. Dip buyers will likely step in.

@investmentguru_May 21, 2026 · 12:12 AM

Space sector can be completely repriced once SpaceX IPO hits the market. $RKLB $ASTS $RDW $SATL $LUNR $SIDU $PL $MDA $FLY

@aleabitoredditMay 20, 2026 · 11:41 AM

Majority of US capital as well as US investors can't access $SIVE right now. So if they get listed on NASDAQ, it's just a massive new inflow of capital. Especially if institutions want to buy the float. Historically with $HOOD, $RKLB, $NBIS and others, US institutions try and accumulate 50-70%. (Nebius started <38% on US listing) So hard to see it not being net-positive.

@blackpanthercapMay 20, 2026 · 6:00 AM

🇪🇺 🇺🇸 Mornings’ EU. While US sleeps, then let me remind you of this: I was at a investor meetup in the city last month. Twenty people in a room. Drinks. Pitches. Every name discussed was a Mag 7. Every chart shown was a household name. I sat. I listened. I drank my coffee. When someone asked what I was working on, I said I’d been studying neoclouds, photonics, and space. The room went quiet for a second. Then someone changed the subject back to the same names. I left at 9. In the car home I thought: the room I want to be in is not the room everybody is trying to get into. The room I want to be in has three people in it. They are reading the same filings I am. The crowd is the noise. The crowd is the late signal. X feels crowded sometimes, but when you go out in the real world you realize how many people haven’t even still dived into $AAOI $IREN $NBIS $RKLB $PL $ASTS I’d rather sit alone with the right thesis than crowded around the wrong one. -BP Note: This is not financial advice.

@kaizen_investorMay 19, 2026 · 7:37 PM

$FTC finishes on a new ath today, up another 10%. The trend is clear. Almost 100% return within the first month of buying. With SpaceX IPO lurking, I expect the bullish space trend to continue. $RKLB just posted very bullish earnings, other space names like $PL still have to report. Space will continue to dominate the charts. Not financial advice, always do your own research

@blackpanthercapMay 19, 2026 · 6:50 PM

I just shipped the new Blackbox Market Health. Since yesterday I’ve been building a Market Health that tries to give a more complete picture than traditional breadth indicators. It now shows verdicts across 4 timeframes: > 1D, 5D, 14D, 1M. Using a composite of 9 factors, with full visibility into what’s driving each score. Every verdict card shows the exact contribution of each factor (Price Action, VIX, Breadth, Fear & Greed, Macro, etc.) with colored bars. Clear “How the Market Verdict Works” section explaining the methodology and different data sources per timeframe. Historical 14D Score chart overlaid on SPY with bull/bear zones and performance context Unlike classic market breadth tools (McClellan Oscillator, A/D Line, % above moving averages), which mainly measure participation, this system layers in: > Momentum + volatility regime > Full sentiment breakdown > Macro fundamentals (weight on longer timeframes) > Cross-asset signals (Bonds, Yields, DXY) It’s designed to answer “What is the overall quality and context of the market right now?” rather than just “Is breadth good?” I even had @grok review the full updated setup. Rating: 9/10 Grok’s take: The visible factor contributions + historical score chart makes it one of the stronger market health composites they’ve analyzed. "It’s very close to institutional-grade explainability." Still iterating. Open to feedback. -BP Please note: This is not financial advice. $IREN $NBIS $ASTS $RKLB $CIFR $AAOI $ONDS

@jasonl_capitalMay 18, 2026 · 10:04 PM

I generate thousands of dollars each week buying and selling options Here's the entire framework: ➡️ Hold a base portfolio of high conviction names - $NVDA $AMZN $NBIS $IREN $RKLB $HOOD $MP ➡️ Sell 30 DTE cash-secured puts at 0.20 delta on stocks I'd want to own at the strike ➡️ Close every sold option at 50% profit ➡️ Buy LEAPs only when IV is low, price is at support, and conviction is high ➡️ Sell covered calls when shares I own are sideways or overbought ➡️ DCA into the base portfolio every month regardless of price How I decide which strategy to use: High IV + income goal = sell CSPs Low IV + high conviction = buy LEAPs Own shares + sideways market = sell covered calls

@blackpanthercapMay 18, 2026 · 5:17 PM

a friend told me he sold everything today because he was “too stressed watching the market every day.” i asked what he will do with the cash. he said he was going to put it back in “when things calmed down.” here’s what he doesn’t know: the feeling of “things calming down” is the feeling of prices being higher. he’s going to buy back in at higher prices than he sold because that’s when it will feel safe. the stress is not a sign that you own the wrong things. it’s a sign that you’re checking the price more than the thesis. the thesis doesn’t update daily. the price does. you’re measuring the wrong thing. sit tight. sit calm. relax. breath. we are still early. my dad haven’t even heard of $ASTS. there’s so much room for growth here. zoom out. onwards, and upwards friends. -BP $IREN $NBIS $AAOI $OUST $RKLB $ONDS

@investmentguru_May 18, 2026 · 11:14 AM

$RKLB $ASTS $RDW $PL $LUNR $SATL $SIDU $DXYZ $FLY $MDA $NASA $SATS Space is one of my favorite sectors to concentrate on and accumulate before the expected SpaceX IPO event in June. This sector is still early, volatile and underfollowed, but the long-term potential is massive as capital starts rotating into satellites, defense, communications, launch systems and space infrastructure. The next decade could create some of the biggest winners from this sector alone. Not a financial advice

@aleabitoredditMay 17, 2026 · 1:56 PM

I'm 100% sure if I met all you "photonic memory" experts in real life. 498 out of 500 of you couldn't explain CXL memory pooling or KV cache infrastructure and what $PENG actually does to derive revenue off that. This is why I'm seeing all these random $RKLB, $HIMS, or non technical AI experts on my timeline now. Backseat commenting completely wrong things about M7U MOCVD capex and $TSEM that aren't related. Or conflating every single term like an $SMCI integrator with photonics IP. Then just pitching buzzwords every under every one of my posts.

@mrmikeinvestingMay 16, 2026 · 11:19 PM

If your looking to make generational wealth in 2026, then buy & hold these 8 names… 1. ServiceNow ~ $NOW 2. Nebius ~ $NBIS 3. Iren ~ $IREN 4. Rocket Lab ~ $RKLB 5. AST SpaceMobile ~ $ASTS 6. Microsoft ~ $MSFT 7. Ondas ~ $ONDS 8. One Stop Sys ~ $OSS Come back to this post in 7 months, & you’ll thank yourself that you listened. Don’t miss out…

@mrmikeinvestingMay 16, 2026 · 4:45 PM

SpaceX $SPCX is officially set to go public on June 12. This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector. These are the critical sectors amongst the space theme: Satellite Communication & Operations $ASTS ~ AST SpaceMobile $PL ~ Planet Labs $GSAT ~ Globalstar $SPIR ~ Spire Global $AMZN ~ Amazon $VSAT ~ Viasat Spacecraft & launch systems $RDW ~ Redwire $RKLB ~ RocketLab $LMT ~ Lockheed Martin $KTOS ~ Kratos Defense $FLY ~ Firefly Aerospace $LUNR ~ Intuitive Machines Specialty Materials $CRS ~ Carpenter Technology $ATI ~ ATI Inc $MTRN ~ Materion $GLW ~ Corning $PKE ~ Park Aerospace Propulsion Systems & Fuel $LIN ~ Linde $APD ~ Air products & Chem $NEU ~ NewMarket Electronics & Semis $NVDA ~ Nvidia $AVGO ~ Broadcom $COHR ~ Coherent $LITE ~ Lumentum

@investmentguru_May 16, 2026 · 2:58 PM

SpaceX $SPCX IPO — June 12. Biggest IPO in history. Know your map. 🛸 Launch → $RKLB $FLY 🛰️ Imaging → $PL $SATL $BKSY $SPIR $HAWK $GSAT 📡 Satellite Comms → $ASTS $IRDM $VSAT $SATS $TSAT $ETL $GILT $SIDU 🏗️ Infrastructure → $LUNR $RDW $MDA $VOYG 🔩 Components → $KRMN $TDY $APH $HEI $ATRO $DCO $VELO $RBC $AME $PH $GHM ⚙️ Materials → $CRS $MTRN $HXL $ATI $GLW $PKE 🛡️ Aerospace & Defense → $LMT $RTX $NOC $KTOS $LHX $BA $AIR $HO The rising tide lifts all rockets. Not financial advice.

@investmentguru_May 15, 2026 · 7:11 PM

Space sector just changed overnight. Reports say SpaceX has chosen Nasdaq Composite for its IPO, with pricing expected as early as June 11 and trading potentially starting June 12 under ticker “SPCX.” If true, this could become one of the biggest market events of the decade. Watch the entire space ecosystem closely: $RKLB $ASTS $SATL $RDW $LUNR $SPIR $PL This could trigger a major rerating across space, satellite, launch, defense, and infrastructure names similar to what AI semis experienced over the last 2 years. Also keep eyes on DXYZ as speculative money may continue flowing there due to private market exposure themes. Space isn’t a meme anymore. It’s becoming a real institutional sector.

@blackpanthercapMay 15, 2026 · 9:59 AM

@elonnotificati2 Well. Not really. Worked out fine for $NBIS and $RKLB right?

@mrmikeinvestingMay 15, 2026 · 1:44 AM

If you missed $INTC at $32. Missed $SNDK at $183. Or even Missed $RKLB at $37. Then buy these 4 stocks, &amp; thank me later: 1. Nebius ~ $NBIS 2. Iren ~ $IREN 3. CoreWeave ~ $CRWV 4. Cipher ~ $CIFR These Neo-Cloud names will be the next to 10x. Millionaires will be made… https://t.co/DZOJCqZ4nf

@investmentguru_May 15, 2026 · 12:13 AM

$RKLB $ASTS $LUNR $RDW $SATL $SIDU $PL $FLY The space sector still feels like it’s in the early stages of a broader repricing cycle. As the market continues to look ahead to a potential SpaceX IPO timeline, expectations around the entire ecosystem are gradually shifting. What we’re seeing now looks similar to early semiconductor-style rotation phases — where the underlying theme starts leading before fundamentals fully catch up in pricing. Names across launch, satellite infrastructure, and space-enabled services are beginning to move with more consistency, and if the SpaceX catalyst moves closer, this entire basket could see a meaningful re-rating as capital starts pricing in the next phase of growth rather than just current numbers.

@kaizen_investorMay 14, 2026 · 8:44 PM

@UntappedAlpha Last month? $RKLB, $WOLF, SK Hynix and Filtronic

@blackpanthercapMay 14, 2026 · 6:41 PM

$ONDS is up 31% today. Here’s my next bet trading at a discount right now: Most people on X missed $ONDS today. Not because they didn’t know about it. Because they SOLD it. I watched people unload 50% of their position the night before earnings. Fear of a bad print. Fear of volatility. Fear of being wrong. And I get it. Protecting capital is wise. If you genuinely fear the outcome, reducing risk is the right call. But here’s what I also saw: The investors who held through horrible $RKLB $NBIS $ONDS $IREN $CIFR chop without flinching? They all had one thing in common. They knew exactly what they owned. They didn’t need the price to tell them if they were right. They already knew from the filing. From the contract list. From the thesis they built months ago. That’s the edge nobody talks about. Not the scanner. Not the chart pattern. The ability to stay calm when everyone else is making emotional decisions. That calmness is not personality. It is PREPARATION. The best investors I’ve met on here have sat through the hardest chops of the past year without panic selling. Not because they’re fearless. Because they did the work before the red day came. Which brings me to my next bet. I’m long $PENG. GPU race dominates headlines. Post-purchase deployment does not. $PENG owns the last mile: full-stack AI infrastructure for enterprises lacking internal teams. > OriginAI: pre-validated GPU clusters + ICE ClusterWare orchestration, built on 3.3B+ GPU runtime hours. > 30+ years memory expertise via CXL MemoryAI KV cache server. > Up to 11TB expandable memory for inference, breaking GPU memory wall. > End-to-end: hardware, software, memory, deployment, management/turnkey production scaling. > 8–9 analysts: Strong Buy/Buy > 76% > FY26 revenue guidance raised to 12% growth. > Trades 16x forward PE (sector 23x). > Hyperscaler build-out priced in. Deployment layer underneath is not. -BP Not financial advice. Do your own research.

@kaizen_investorMay 14, 2026 · 5:04 PM

$PL surging to a 52-week high. Wedbush's Dan Ives raised his price target from $40 to $50 while maintaining an Outperform rating. Planet is surfing on an excellent $RKLB quarter and some new contracts. Planet announced a 7-figure, 2-year deal with the Czech government for AI-powered agriculture monitoring across 25,000 farms. They also released first-light imagery from its latest Pelican satellite launch including imagery from Sweden's first sovereign military satellite.

@blackpanthercapMay 14, 2026 · 4:47 PM

🚨THE BEARS HAVE BEEN WRONG ABOUT THE SAME THING FOR THREE YEARS. And they’re about to be wrong again. Morgan Stanley just raised their S&P 500 target to 8,300. Year-end 2026 target: 8,000. Twelve-month target: 8,300. Over 12% upside from current levels around 7,400. But here’s the line that matters most: “Our bullish index view is an earnings story, not a multiple expansion one.” Read that again. EARNINGS. > 83.2% of S&P 500 companies beat Q1 estimates. > Morgan Stanley projects $339 EPS for 2026. That’s 23% growth, followed by $380 in 2027 and $429 in 2028. A compounding earnings machine. Not a bubble. Now let me show you what the bears keep getting wrong. There’s a clip making the rounds right now. A guy pulls up two charts side by side. > Left chart: The dot-com era. Price ripping higher. Earnings flatlined. Pure narrative. Pure multiple expansion. Pure speculation. > Right chart: Right now, 2023-2026. Earnings are LEADING price. AI and semiconductors are driving actual profits. Price is still CATCHING UP to the gray line. His point? We’re not in a bubble. We’re in the middle of an earnings cycle that hasn’t fully repriced yet. He’s right. $MU, $SNDK, SK Hynix and Samsung, 75% of the $DRAM market are proof. These are companies printing money faster than analysts can revise targets upward. > The memory supercycle isn’t priced in. > The AI infrastructure buildout isn’t priced in. The earnings are real and the multiples are still compressing INTO the growth. The dot-com bubble was speculation in search of earnings. This is earnings in search of a price that can catch up. There’s a massive difference. So where does the money go? $SPY and $QQQ as a passive bet + into the infrastructure that’s CAUSING the earnings surge. Here’s where I’m positioned: → $IREN → $NBIS → $CIFR → $AAOI → $SIVE → $RKLB → $OUST → $PENG → $ONDS → $KRKNF Every single one of these names sits inside the structural AI buildout that’s driving the future earnings Morgan Stanley just upgraded their entire index outlook for. HERE’S THE MACRO SETUP Morgan Stanley explicitly ties their revised outlook to AI adoption enhancing operating leverage across the S&P 500 and a rolling earnings recovery that continues to progress. This isn’t a macro call. This is a capital allocation call. The earnings cycle is real. The infrastructure buildout is real. The defense spending acceleration is real. $QQQ and $SPY tell you the tide is coming in. The names above tell you which boats rise the most. The dot-com bubble was price without earnings. This is earnings without price. The gray line hasn’t been touched yet. We’re mid-cycle. Act accordingly. Still long. Still adding. Still building. -BP Please remember: This is not financial advice. Do your own research. I hold positions in many of the names mentioned.

@blackpanthercapMay 14, 2026 · 8:44 AM

$NVDA x US x China agreement. My thesis is; this is probably in exchange for Iran peace. If I expect market to fly, and my strategy will be to take some profit, before a dip. Lets go $IREN $NBIS $AAOI $OUST $PENG $CIFR $RKLB -BP Not financial advice.

@mrmikeinvestingMay 13, 2026 · 10:49 PM

Over the last few weeks generational wealth has been made for many. Some of my most notable callouts include: $NBIS at $68 &amp; ran to $217+ $RKLB at $37 &amp; ran to $127+ $CIFR at $10 &amp; ran to $22+ $CRWV at $67 &amp; ran to $138+ $GOOGL at $270 &amp; ran to $403+ All posted here on X… https://t.co/ESBf3E6Gpw

@blackpanthercapMay 13, 2026 · 6:52 PM

🤯WOW! I actually think this might be my best day across both my portfolios. Long-term: 10% $NBIS $AAOI $OUST $CIFR $RKLB $IREN $PNG.V $ONDS Short-term: 20% $PENG $SIVE Here’s the screenshot. You know what that means 😂 Sorry. -BP Not financial advice, https://t.co/vmXlC7QAFR

@blackpanthercapMay 13, 2026 · 3:33 PM

PORTFOLIO UPDATE If you followed me this year, your short-term portfolio is up 125%. Your long-term book is up 55%. I don’t use options, calls, leap, short e.g. The $SPX has spent most of 2026 trying to figure out what it is. We have not. WHY I SHOW UP EVERY DAY 1st January I had 1,207 followers. Today we are approaching 23,000. No subscription. No paid community. No X payout. No product. Just showing up every day and doing the work. I made a pact with my daughter to show up every single day. To show her what consistency actually builds. Not in theory. In real time, with a number she can watch move. I have a good job. I don’t need to monetize this. What I need is to show her what happens when you commit to something and don’t quit. By EOY, I want her to see 50K on that number. I’m still far from it. I also know how FAST that can change when the content connects and the market moves. So I keep going. @Sandeman52 is someone I think about here. He built something real without noise. That’s the benchmark. I’m here for the stocks, the connection, and the game. Everything else is secondary. LONG-TERM PORTFOLIO Eight positions. All structural. Sold $AMPX today with 30% profit. Added to my positions in $KRKNF, $OUST and $ONDS $RKLB: +83% | 18.51% of port. $NBIS +142% | 17.09% of port. $IREN +55% | 13.61% of port. $AAOI +113% | 12.11% of port. $OUST +39% | 11.60% of port. $CIFR +42% | 10.41% of port. $KRKNF -17% | 9.14% of port. $ONDS -1% | 7.52% of port. SHORT-TERM PORTFOLIO: $PENG +10% | 66.1% of port. $SIVE +98% | 33.9% of port. HOW I SEE THE REST OF 2026 Three forces are running the tape: 1. The AI tsunami is still in the first inning. Only 1% of companies consider themselves mature AI users. Over 92% plan to increase AI investment. McKinsey estimates cumulative US data center spending alone will reach $5 trillion by 2030. That capital is already committed. The infrastructure phase is being priced. The productivity phase hasn’t arrived yet. The application phase is after that. I don’t see a dot-com bubble. The dot-com companies burned cash on speculation. The companies in this cycle have real revenue, real backlog, and real physical constraints that large capital cannot route around. 2. Political trade has replaced free trade. This is the structural shift most retail investors are still underweighting. Real technology, real projects, real contracts. Political decision in Washington and repriced overnight. That is the new operating environment. Capital allocation now has a new first-order variable: political geography. Which government wants this to succeed? The US-UAE AI Acceleration Partnership, $1.4 trillion committed, sovereign wealth choosing the US as the headquarters of the next industrial era, is the clearest current signal. Political trade creates volatility in names exposed to the wrong jurisdiction. It creates structural advantage for names embedded in the right one. 3. The economy is shifting from consumption-driven to production-driven. The post-WWII consumer economy ran for 80 years on demand expansion. What is building now is a production expansion cycle, driven by onshoring, defense spending, AI infrastructure, and energy security. The companies that build, enable, or supply that production cycle are not being valued for what they are today. They are being valued for what the production economy needs them to be in 2028 and beyond. That is what this portfolio is built on. MY POSITIONING FROM HERE I expect more volatile than consensus expects. Full of buying opportunities for anything with hard assets and contracted revenue. Adding on dips. Not selling on headlines. The three forces above are not quarterly variables. They are decade-long structural shifts. Volatility between now and December is the mechanism that creates the next entry points or DCA opportunities. YTD +55% long-term. +125% short-term. And the cycle has barely started. -BP Note: This is not financial advice. I hold positions in all tickers mentioned.

@investmentguru_May 13, 2026 · 10:38 AM

Space sector still feels early IMO, especially if we eventually get a potential SpaceX IPO event in coming months. I think $RKLB will continue to lead the sector, followed by names like $ASTS, $LUNR, $PL and $FLY as interest keeps building around commercial space, satellite connectivity and defense related infrastructure. Smaller names like $RDW, $SATL and $SIDU could also see increasing attention as money rotates deeper into the sector. Feels similar to early EV and AI phases where the entire ecosystem eventually started moving together once broader market attention arrived.

@blackpanthercapMay 13, 2026 · 9:30 AM

PM looks insane! 🤯 Its only a couple of days since I posted my thesis on $PENG and took a position. $PENG is smashing +20% in PM 🟢 And Wall Street is about to wake up. Credit for $PENG goes to @pennycheck. Happy to share the ride with other first movers; @FinnStockinger @michaelsikand @CKCapitalxx Others: $AAOI above $200 now. 7% up in PM 🟢 $SIVE showing strength with 13% 🟢 $RKLB taking off with 7% 🟢 $NBIS hammering 4% 🟢 $OUST taking on 5% 🟢 I’m working on a extensive portfolio update. Tag along. Follow. Stay tuned. Onwards, -BP Reminder: This is not financial advice.

@blackpanthercapMay 12, 2026 · 6:33 PM

Cathie Wood sold $RKLB overnight. Here’s why I’m reading this move completely differently from the market. ARK rotated out of Rocket Lab and into Kratos, Tempus AI, and biotech names. The stated reason was SpaceX IPO anticipation, Wood said demand is “voracious” and warned the listing could create a major supply-demand imbalance. That logic makes sense for ARK. They want liquidity to rotate into SpaceX when it lists. Selling $RKLB to fund that is a reasonable portfolio decision. It is NOT a statement about Rocket Lab’s fundamentals. And right now, those fundamentals are the BEST they have ever been. May 7, 2026: > $RKLB reports Q1 revenue of $200.3M; a 63.5% year-over-year increase. Their largest-ever quarter. > Backlog surpassed $2B. > They signed the company’s largest multi-launch contract in history, five Neutron rockets and three Electron rockets for a confidential customer with launches baselined through 2026–2029. > Craig-Hallum upgraded from Hold to Buy. TD Cowen raised to $120. > Stifel raised to $110. > Citizens raised to $95. > Clear Street raised to $98. Five separate analyst upgrades or target raises in four days. That’s not a company that is about to be disrupted by a SpaceX IPO. The logic that SpaceX’s listing hurts Rocket Lab misunderstands the market structure. SpaceX and Rocket Lab compete in some overlapping areas, but the contracts $RKLB is winning are often specifically because SpaceX is unavailable, too expensive, or too operationally inflexible for the mission profile. Small dedicated launch; Electron’s market, has no SpaceX alternative. The SpaceX IPO, when it comes, will raise the profile of the entire commercial space sector. Rocket Lab benefits from that awareness more than it is threatened by that competition. ARK’s sale is a liquidity move disguised as a thesis call. The market read it wrong this morning. I’m STILL long $RKLB. BofA Securities still has a $120 target. The backlog is real. The trajectory is intact. The people selling today will want this position back at higher prices. -BP Please note this is not financial advice.

@blackpanthercapMay 12, 2026 · 4:56 PM

Let me remind you of this today: There’s no bubble. Stop whining and being a 🐱. We are going higher when retail 🐱 is out. $IREN is a $200 stock. $NBIS is a $400 stock. $CIFR is a $100 stock. $AAOI is a $600 stock. $RKLB is a $500 stock. $OUST is a $100 stock. $PENG is a $150 stock. Stop worrying. Breath. Relax. Imagine where we are in 2030. Long term mindset. Don’t let them shake you out. That’s how strong markets, stay strong. -BP Reminder: This is not financial advice.

@blackpanthercapMay 12, 2026 · 1:17 PM

Higher, higher, HIGHER! 😎 Let’s go bulls! Sadle up $IREN $NBIS $AAOI $PENG $OUST $RKLB. -BP Not financial advice.

@aleabitoredditMay 12, 2026 · 12:53 PM

All right chat. I need some more ideas on the early $RKLB equivalent for humanoid exposure. 10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA. What’s your best ideas?

@mrmikeinvestingMay 12, 2026 · 2:32 AM

If you’re looking to create generational wealth in 2026 then you must have these 8 stocks in your portfolio… 1. Rocket Lab ~ $RKLB 2. Nebius ~ $NBIS 3. Tesla ~ $TSLA 4. Nokia ~ $NOK 5. ServiceNow ~ $NOW 6. Qualcomm ~ $QCOM 7. CoreWeave ~ $CRWV 8. Ondas ~ $ONDS Don’t miss your chance on these setups before they’re long gone. Save this for later…

@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 · 1:58 PM

Space $RKLB $SATL $RDW $ASTS $LUNR All looks good today

@blackpanthercapMay 11, 2026 · 1:53 PM

this market is so f.. strong. from red to green. every major AI infrastructure deal in 2026 will look cheap in 2028. I’m not even optimistic. that’s just how this infrastructure cycles end. $SIVE smashing 6% up. $NBIS smashing 10% up. $AAOI smashing 12% up. $RKLB smashing 5% up. $AMPX re-gaining 5%. -BP Not financial advice.

@investmentguru_May 11, 2026 · 12:27 AM

Overnight Market Movers Optical communications heating up: $LITE +7% after joining the Nasdaq-100 effective May 18 — AI data center bandwidth trade remains strong. Memory stocks continue higher: $DRAM +6% $MU +4% $SNDK +2% HBM + AI infrastructure demand still driving the memory supercycle. Crypto-linked names rally: $CRCL +5% $MSTR +3% Bitcoin strength continues lifting the digital asset ecosystem. Space momentum stays explosive: $RKLB +4% overnight after a massive +34% move previously. Space remains one of the strongest thematic trades in the market. Oil spikes sharply: WTI crude +2.9% to $98.35 Brent +3.1% to $104.47 Markets reacting after Trump rejected Iran’s proposal, reigniting geopolitical supply concerns. The market rotation is becoming very clear: AI infrastructure • Memory • Optical networking • Space • Crypto • Energy

@investmentguru_May 10, 2026 · 8:25 PM

5 Small Caps with Large Cap Potential 1. $RKLB — Rocket Lab The clearest space infrastructure compounder. Q1 2026 revenue hit a record $200.35M, up 63.5% YoY, with a $2.2B backlog driven by major defense contract wins.  The quarter marked a strategic inflection — expanded U.S. national security missions, the Mynaric acquisition for optical comms, and hypersonics/medium-lift pipeline visibility.  Neutron medium-lift rocket is the next re-rating catalyst. 2. $CRDO — Credo Technology The AI connectivity pure-play. Revenue surged 272% YoY to $268M last quarter, with EPS beating by 850% vs. the prior year. The company now expects ~170% fiscal 2026 revenue growth, led by hyperscale AI cluster buildouts.  Expanding from copper AECs into optical DSPs and ZeroFlap Optics — exactly the photonics layer you’ve been tracking. 3. $NBIS — Nebius Group Europe’s answer to CoreWeave. Q3 revenue growth of 355%, a $17.4B GPU-as-a-Service contract with Microsoft, and a $3B deal with Meta have driven massive momentum — with management noting capacity is completely sold out.  Fair value estimates were recently raised from $70 to $85 by analysts.  Full-stack AI cloud with room to run. 4. $PLTR — Palantir (borderline mid-cap now, but not large-cap yet) Already in my portfolio. Q1 2026 revenue grew 85% — the fastest since its 2020 IPO — with full-year guidance raised to $7.65–7.66B, implying 71% annual growth.  Currently at sub-$350B market cap with analysts predicting a path to $1 trillion by 2030.  Still has significant room ahead. 5. $OKLO — Oklo The nuclear power wildcard for the AI energy demand thesis. Small modular reactors are a decade-long infrastructure buildout — the market is pricing in near-zero now, but if even one commercial reactor comes online on schedule, the re-rating would be violent. High execution risk, massive TAM. The pattern across all 5: real revenue + accelerating growth + a structural secular tailwind (AI infra, space, nuclear energy). That’s what turns small caps into large caps — not hype alone. Not financial advice.

@blackpanthercapMay 10, 2026 · 4:57 PM

I did the calculation last week. Not the sexy version. The boring version. What does patience actually cost? What does it return? The typical retail investor makes 3-4 moves per quarter driven by news and price action. Each one has a spread. Each one has timing risk. Most are emotional. The patient investor makes one move; entry and holds the thesis. Here's what patience looks like in the portfolio right now: $IREN Entered $19-30 range. Now well above. NVIDIA $3.4B contract signed. $3.1B ARR under contract. $RKLB Entered $65-70 range. Now ~$177. Just posted record $200M quarterly revenue. $NBIS Entered $80-85 range. Now ~$148. Up 110% YTD. $44B+ backlog. $AAOI Entered $88-92 range. Now ~$149. Revenue guided >$1.1B for 2026. $AMPX Entered $12-13 range. Even after a 29% drop this week, still far from entry. $OUST Entered at $20 range. Even after recent drop and updated analyst PT. Well above. None of these returns came from trading. They came from building a thesis, buying in the entry zone, and not moving. The calculation is simple: Patience is the edge most retail investors have access to and almost none of them use. It is not a personality trait. It is a learnable discipline. -BP Not financial advice. Do your own due diligence.

@kaizen_investorMay 10, 2026 · 3:29 PM

I have some new followers asking about my porftolio. I always give a monthly update on my portfolio but as I had the question a lot last week, I share it again. I have 15% cash but I left it out of the portfolio here: 1. $PL - 16% (average cost: $4 -> +876%) 2. $RKLB - 10.1% (average cost: $20 -> +427%) 3. $FLNC - 7.9% (average cost: $17.53 -> +37.82%) 4. $PLTR - 7.8% (average cost: $30.6 -> +429%) 5. $IREN - 6.7% (average cost: $42.12 -> +45.3%) 6. $ASM.AS - 6.5% (average cost: €279 -> +215%) 7. SK Hynix - 6.3% (average cost: €487 -> +118.7%) 8. $GOOGL - 6.3% (average cost: $132 -> +200.7%) 9. $FTC - 6.0% (average cost: £2.33 -> +63.09%) 10. $AMPX - 5.9% (average cost: $10.43 -> +60.11%) 11. $MVRL - 5.6% (average cost: $88.66 -> +91.70%) 12. $OUST - 5.3% (average cost: $19.06 -> +31.43%) 13. $WOLF - 4.8% (average cost: $36 -> +29.44%) 14. $HIMS - 4.7% (average cost: $37.6 -> -24.81%) Feel free to ask some questions about the portfolio. I can also make a thread about my investment thesis of these stocks.

@blackpanthercapMay 10, 2026 · 2:37 PM

Most investors LIKE to think they have rules. Very few actually have. What most investors have is a 'mental note.' But very few have rules, that they actually follow when market and emotions meet. Last night I vibe-coded this for myself... Today I got a step closer when I added the investing journal. Another thing most investor like to think they have, but don't. Anyhow. Here's the results and the demo I use for $RKLB $IREN $NBIS during testing. Extremly simple. Very usefull. What I like the most is the 'Connection Board' or research board to connect the dots. You can add link for articles, research e.g. (Picture 4) What needs to be done to be fully functional: 1. I want it to be able to run a analyzing based on my thesis. So when done my thesis and research > AI double checks it. 2. I want to pull latest 4 earnings (most important numbers) + analyst consensus. 3. Add a macro + news section, maybe. Anyhow. Amazing what you can vibe-code nowadays. If anyone has any tips or ideas, please DM me. I'm having troubles with 1, 2 and 3. LMAO. -BP

@blackpanthercapMay 9, 2026 · 7:58 PM

My wife's dad from UK is here during the weekend. He asked me at dinner tonight what I invest in. I listed them. All nine. $IREN. $NBIS. $CIFR. $ONDS. $RKLB. $AAOI. $AMPX. $PNG.V. $OUST. He waited for a name he recognised. Never came. "None of the big ones?" he said. I said no. He looked at me the way people look at someone who ordered something unusual off the menu. I didn't explain. I used to explain. I stopped. Because by the time you can explain it at a dinner table, the ENTRY window is usually closed. $IREN is signing $3.4B AI cloud contracts with NVIDIA. $RKLB just posted record revenue and backlog. $NBIS is up 110% year-to-date with $50B+ contracted. $AAOI is capacity-constrained through mid-2027. Nobody at that dinner table was talking about any of this. That is not a criticism of them. That is the whole point. -BP Not financial advice. Do your own research.

@blackpanthercapMay 9, 2026 · 3:17 PM

I’ll only say this once: The next 1 to 4 years will determine whether you build generational wealth or spend the rest of your life watching other people live the life you could have had. NEW infrastructure is being built *right now.* AI, Robotics, Automations. Its all HERE. This is not a drill. This is not hype. This is THE window of a lifetime. The physical backbone of the next economy; power, compute, orbit, optical networking is being funded, contracted, and locked in right now. The capital is moving. The deals are being signed. The positions are being taken. The only question is whether your name is on any of them. You want to know what this moment looks like from the other side? It looks like 2010 and you didn’t buy $AMZN. It looks like 2013 and you didn’t buy $TSLA. It looks like 1995 and you watched the internet happen to other people. THIS is that moment. Right now. Today. And it will not wait for you to get comfortable. So here’s what you need to do. Wake up. Handle your 9-5. Run. Lift. Eat clean. Be present for your kids. Be there for your wife. Every hour left after that? >You research< Not scroll. Not watch. Not casually browse. You study like your family’s financial future depends on it. Because it does. Be obsessive. Think deeply about it. Or follow people who think deeply about it. Study what the world needs to build next, and which companies sit at those bottlenecks. But don’t sleepwalk through the most important investing window of your generation. $IREN $NBIS $CIFR $AAOI $RKLB These are positions in the infrastructure of the next 20 years. The kind you hold while everyone around you panics. The kind you look back on in 10 years and can’t believe you had the chance to buy. Most people will miss this. Not because the information wasn’t available. Not because it was too complicated. Because they didn’t take it seriously enough. Don’t be that person. The window is open. It won’t be open forever. -BP Reminder: this is not financial advice.

@investmentguru_May 9, 2026 · 3:08 PM

10 long term bets $CRDO — Credo Technology | High-speed AEC interconnects powering AI data centers. Sticky design wins with hyperscalers. Underowned, undervalued. $MRVL — Marvell Technology | Custom AI silicon + data center networking. ASIC tailwinds from Amazon, Google, Microsoft. Long runway ahead. $MXL — MaxLinear | High-speed optical & broadband chips. optical networking demand is accelerating fast. $AAOI — Applied Optoelectronics | 400G/800G transceivers for hyperscalers. Pure-play on the AI optical boom. Small cap, big leverage. $AXTI — AXT Inc. | Makes the InP & GaAs substrates photonics runs on. The picks-and-shovels play nobody’s talking about. $INOD — Innodata | AI data services powering enterprise AI pipelines. Profitable, growing, and still flying under the radar. $RKLB — Rocket Lab | Full space stack — launch + spacecraft. The most execution-focused name in the entire space sector. $IREN — IREN Ltd. | Pivoting hard into AI cloud compute. Low-cost power + GPU infrastructure = serious optionality. $IONQ — IonQ | Trapped-ion quantum computing. Early innings, but government contracts + commercial deals are stacking up. $OKLO — Oklo | Micro-fission nuclear reactors purpose-built for the AI power crisis. Long-duration, asymmetric upside. Not financial advice.

@mrmikeinvestingMay 9, 2026 · 2:29 PM

The AI super cycle is currently in year 4 out of 15, meaning we are still very early on! Many who know & capture the next phase cycles will become millionaires. Phase 1 is officially done, & we are now onto Phase 2: PHASE 1 — FOUNDATION LAYER (2023–2026) $NVDA - AI GPU king powering training, inference, & hyperscale demand. $AMD - AI accelerator competitor rapidly scaling enterprise and cloud adoption. $MU - High bandwidth memory essential for AI servers & large scale compute. $LITE - Fiber optic connectivity and photonics infrastructure supporting AI bandwidth. $INTC - Domestic semiconductor and AI infrastructure turnaround play. PHASE 2 — INFRASTRUCTURE EXPANSION (2026–2027) $IREN - AI focused data center expansion securing scalable power for next-gen compute. $CRWV - Cloud and AI infrastructure platform positioned to benefit from hyperscale. $NBIS - AI infrastructure and compute exposure tied to next wave enterprise deployment growth. $OKLO - Advanced nuclear technology positioned to support long-duration AI energy demand. $MRVL - AI networking silicon connecting compute, memory, storage, and hyperscale infrastructure. PHASE 3 — THE PHYSICAL AI ECONOMY (2027–2029) $USAR - Strategic U.S. rare earth exposure tied to AI hardware and military supply chains. $MP - Domestic rare earth production critical for magnets, EVs, robotics, and defense systems. $RKLB - Launch infrastructure and satellite systems supporting AI driven space expansion. $ASTS - Space based connectivity enabling future autonomous and AI communication systems. $ONDS - Wireless defense and drone networking infrastructure supporting autonomous operation. PHASE 4 — AGI & SOFTWARE DOMINANCE (2030+) $IONQ - Quantum computing exposure potentially accelerating next-gen AI capabilities. $ORCL - Enterprise AI databases and cloud infrastructure deeply integrated into corporate systems. $AMZN - Cloud and AI infrastructure dominance through AWS and enterprise compute. $GOOGL - AI search, inference, cloud, and AGI infrastructure powerhouse. $MSFT - Enterprise AI ecosystem leader integrating AI across productivity, cloud, and software. The AI super cycle is not a 1 year trade. It’s a decade long infrastructure buildout. Save this to look back on later…

@investmentguru_May 9, 2026 · 12:03 AM

$ASTS $RKLB $LUNR $SIDU $SPIR $RDW $SATL $FLY Whoever got here

@kaizen_investorMay 8, 2026 · 7:08 PM

$RKLB now my newest 5-bagger. It’s just the beginning for these space companies. https://t.co/1foQH0w1Jh

@investmentguru_May 8, 2026 · 6:54 PM

$RKLB https://t.co/56Z48eZ9aS

@blackpanthercapMay 8, 2026 · 6:37 PM

the people who made money on $RKLB this week didn’t predict today. they built a position when the thesis was solid and the stock was uncomfortable. nobody announces their entries when it feels bad. they announce them after the move. that’s the part most retail investors never see: the weeks of sitting with a position that isn’t moving. the weeks of people on X calling the thesis dead. the weeks of second-guessing your own research. the scoreboard only shows the result. not what it cost to hold to the result. -BP

@kaizen_investorMay 8, 2026 · 6:10 PM

Do I still need to listen to the $RKLB earnings call? Or does the market speak for itself 😂 Almost +30% today 👏🏼 https://t.co/zin7t9Q9yD

@investmentguru_May 8, 2026 · 5:51 PM

$RKLB what a move so far, patience https://t.co/7xgz52Z2O2

@investmentguru_May 8, 2026 · 4:20 PM

Space sector playbook $RKLB $ASTS $LUNR $RDW

@investmentguru_May 8, 2026 · 4:18 PM

$RKLB

@investmentguru_May 8, 2026 · 2:31 PM

$RKLB leading the sector today

@mrmikeinvestingMay 8, 2026 · 2:27 AM

Rotation within the markets is silently happening… Money is flowing from Semis, Memory, & Photonics into: AI infrastructure ~ $IREN, $CRWV, $NBIS Rare earths ~ $USAR, $MP, $UUUU Space ~ $RKLB, $ASTS, $FLY These are the markets freshest themes that have 10X potential. Don’t miss out…

@investmentguru_May 8, 2026 · 1:55 AM

$RKLB is no longer just a launch company. It’s becoming the vertically integrated backbone of the commercial and defense space economy — launch + satellites + components + laser comms + robotics + hypersonics. The SpaceX of everything else. The read-through for the sector is bullish: $LUNR — lunar infrastructure spending is real and accelerating $ASTS — LEO connectivity demand confirmed by constellation momentum $SATL / $SPIR / $PL — Earth observation cadence increases with more launches $RDW — space manufacturing pipeline growing Government + commercial demand is not slowing. The space economy is in its infrastructure buildout phase — exactly where the biggest returns historically come from. $RKLB just showed the whole sector what execution looks like. Not financial advice.

@kaizen_investorMay 7, 2026 · 9:58 PM

For those wondering: I sold my $TMDX shares today. I used the cash to add to my $FLNC position, so my cash position pretty much remains the same: ~15%. I listened to the $AMPX earnings call today and will post my thoughts tomorrow morning. Two of my other positions: $IREN and $RKLB also reported earnings today. Will listen to those earning calls as well and share my thoughts. Not going to comment on those yet, as I haven’t been able to read through the whole earnings. Aftermarket looks great for both though, will keep you posted.

@jasonl_capitalMay 7, 2026 · 9:55 PM

@amitisinvesting Incredible partnership for $RKLB

@blackpanthercapMay 7, 2026 · 8:07 PM

$RKLB double beat. $IREN double beat. Easy.

@blackpanthercapMay 7, 2026 · 5:57 PM

Colleague at lunch today going on about how he finally bought $NVDA . Said it like he discovered fire. I nodded. Asked how it was going. He said he was up a bit, felt good about it. Asked what I own. I started to explain. Got one sentence into $IREN before his eyes glazed. Tried $ONDS. He asked if that was a pharma company. I mentioned $RKLB and he said “oh like Virgin Galactic?” I stopped explaining. Smiled. Said “yeah, something like that.” Here’s what I actually own: $IREN 4.5GW secured power. $9.7B Microsoft deal. The hyperscaler for hyperscalers. $NBIS $50B+ contracted backlog. Goldman at $205. NVIDIA invested $2B. $CIFR $AMZN + $GOOG colo. AWS capacity starts July. $ONDS Only FAA-certified autonomous drone company in the US. 605% revenue growth. $RKLB $1.85B backlog. The only real commercial SpaceX alternative. $AAOI $200M hyperscaler transceiver order. $1B+ 2026 revenue guidance. $AMPX Batteries. 2.5x Q1 revenue growth. $PNG.V Anduril supply chain. NATO naval modernization. $OUST Digital lidar. Autonomous infrastructure layer. He would not have known a single one. That is not a criticism. That is the SIGNAL. The names nobody recognizes at the lunch table are the names still in the entry window. -BP Not financial advice. Do your own research.

@mrmikeinvestingMay 7, 2026 · 2:23 AM

We are currently in a “once in a lifetime” AI super cycle… Phase 1 was: (already gone) Semiconductors ~ $NVDA, $AMD, $INTC, $ARM Phase 2 is: (passing by now) Memory ~ $MU, $SNDK, $WDC Photonics ~ $AAOI, $AEHR, $LITE, $MRVL The current phase is Neo Cloud/AI infrastructure: $IREN, $NBIS, $CRWV, $CIFR, $APLD Next wave (many will miss) Rare Earths ~ $USAR, $MP, $UUUU, $FCX Power & Cooling~ $VRT, $CEG, $OKLO, $OSS Finally it all concludes with these 3 sectors: Robotics ~ $TSLA, $PATH, $SERV Space ~ $RKLB, $ASTS, $PL, $LUNR Drones ~ $ONDS, $AVAV, $LMT Many will make generational wealth from this AI super cycle over the next 7 months. Save this to look back on later…

@investmentguru_May 6, 2026 · 11:51 PM

Space one of the strong sector today. $RKLB $ASTS $PL $FLY $LUNR https://t.co/RT0jDpf0Tp

@blackpanthercapMay 6, 2026 · 6:13 PM

My wife asked me why I keep a list of numbers in my phone. I told her: because the market needs to know where I expect to be. Not the other way around. Here's the scoreboard. $OUST: $28 → $42 (Oppenheimer, raised this week) $RKLB: $82 → $120 (Bank of America Securities) $CIFR: $17 → $25 avg (11 analysts, all Strong Buy) $PNG.V: C$7.45 → C$10.91 avg (13 analysts) $NBIS: $178 → $232 (TipRanks consensus) $IREN: $58 → $125 (Cantor Fitzgerald) $ONDS: $9.40 → $25 (HC Wainwright) These are not my numbers. These are the firms that read the filings, modeled the revenue, and put their NAME on the call. I'm just in POSITION while the market catches up. Screenshot this. -BP Note: This is not financial advice.

@investmentguru_May 6, 2026 · 2:33 PM

$ASTS $RKLB $LUNR $SIDU $SPIR $RDW $SATL $FLY all green today

@mrmikeinvestingMay 6, 2026 · 11:53 AM

The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted… Just a little over a month ago, I shared my top dip-buys to take. Since then: $CIFR +120.34% $IREN +90.26% $AMD +140.72% $CRWV +102.89% $FLY +155.56% $NBIS +167.63% $GOOGL +48.61% $RKLB +42.92% $AMZN +41.84% Lives were changed like promised. Incredible…

@investmentguru_May 6, 2026 · 1:39 AM

@_JoeChuck $RKLB $ASTS

@investmentguru_May 6, 2026 · 12:51 AM

The space sector continues to pull back — and this is where smart money starts paying attention, not panicking. These are the phases where positions are built early, while sentiment is weak and patience is rewarded. With the market preparing for one of the biggest future catalysts — SpaceX IPO — the entire sector could see renewed interest and capital rotation. $ASTS $RKLB $LUNR $SIDU $SPIR $RDW $SATL $FLY Weakness creates opportunity. Build the watchlist now — because when momentum returns, entries won’t be this cheap.

@mrmikeinvestingMay 4, 2026 · 11:05 PM

The White House alongside Congress have quiet literally been telling you what sectors to buy: Rare Earths ~ $USAR, $MP, $UUUU Neo-cloud ~ $NBIS, $CRWV, $IREN Memory ~ $MU, $SNDK Space ~ $RKLB, $PL, $ASTS Chips ~ $AMD, $NVDA, $TSM Don’t miss these life changing setups… https://t.co/3CCxPjWNuo

@blackpanthercapMay 4, 2026 · 4:53 PM

Nobody told the norm this: The best investments of the next 5 years won’t appear on CNBC. They won’t have celebrity endorsements. They’ll be in SEC filings. In DoD contract announcements. In hyperscaler earnings calls. In boring press releases nobody reads. On X by following the right people. $IREN. $ONDS. $AAOI. $RKLB. $NBIS. $CIFR. $AMPX. $PNG.V $OUST The information is public. Most people just don’t look. -BP Note: This is NOT financial advice.

@blackpanthercapMay 4, 2026 · 2:05 PM

Dear me in 2029, I hope you held $IREN when it was in the $40s. I hope you held $NBIS when it was around $90. I hope you held $CIFR when it was near $12. I hope you held $RKLB when it was in the $60s. I hope you held $AAOI when it was in the $80s. I hope you held $AMPX when it was under $12. I hope you held $PNG.V when it was around $7. I hope you held $OUST when it was around $20. I hope you held $ONDS when it was near $9. I hope you held $HIMS when it was at $25. Everyone around you thought you were crazy. You weren’t crazy. You were EARLY. There’s a difference. -BP Note: This is not financial advice.

@investmentguru_May 4, 2026 · 11:18 AM

Earnings watchlist for the week: 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD $ANET $LITE $ALAB $NVTS $NRGV $SU $WOLF 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 Pre-Market: $UBER $FLEX $SOLS $NRG $HUT After Hours: $ARM $COHR $UUUU $FSLY $SEZL $AOSL $APP $IONQ $SNAP 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 Pre-Market: $DAVE $HWM $VST $DDOG $BSKY After Hours: $NET $CRWV $RKLB $IREN $LASR $PDFS $OPEN 𝗙𝗿𝗶𝗱𝗮𝘆 Pre-Market: $WULF $UI

@investmentguru_May 3, 2026 · 11:35 AM

$NASA - ETF The one-ticker wrapper for the entire space economy thesis — including pre-IPO SpaceX exposure. NASA holds SpaceX via an SPV with the ETF actively managed to provide diversified access to satellite connectivity, launch infrastructure, defense space systems, and commercial exploration platforms. Top holdings include $ASTS (15.9%), $RKLB (15.2%), $PL (13.3%), $FLY (10.5%), and $LUNR (9.3%) — a concentrated, high-conviction portfolio of pure-play space names. The fund launched March 30, 2026 and is actively managed , not index-tracking — making it a conviction bet on the space economy thesis rather than passive exposure. For those who want the basket without managing 10+ individual names, $NASA is the play. Not financial advice.

@investmentguru_May 3, 2026 · 11:24 AM

$RKLB The undisputed backbone of the small-launch economy. RKLB posted record Q4 revenue of ~$180M, up 36% YoY, with backlog surging 73% to $1.85B. CEO Peter Beck cut his salary to $1 and forfeited RSUs — signaling full conviction in shareholder upside. RKLB completed two launches within 48 hours from separate sites , and filed a Neutron rocket launch permit for a July–December 2026 debut window — the biggest upcoming catalyst. Q1 2026 guidance calls for $185M–$200M in revenue, implying ~57% YoY growth at the midpoint. The FCC spectrum reform and SpaceX IPO halo are tailwinds — RKLB has the infrastructure to capitalize on both. Not financial advice.

@investmentguru_May 2, 2026 · 5:40 PM

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.

@blackpanthercapMay 2, 2026 · 4:34 PM

By 2028, one of these will be the sentence you regret: “I knew about $IREN and didn’t buy.” “I heard about $ONDS and said I’d wait.” “I researched $NBIS and got cold feet.” “I saw $AAOI and never pulled the trigger.” “I looked at $RKLB ans thought it was too expensive.” Regret is expensive. More expensive than conviction. -BP Note: This is NOT financial advice.