Summary: Bullish on MTPLF; break above 20D EMA sets up test of 50D EMA, potential trend reversal.

We're now seeing $MTPLF #DN3 completely breaking through its 20D EMA.

Most interesting? It has been trapped under this since the beginning of July!

We're now beginning the next test of the 50D EMA. If this can be broken soon then it really could be reversal time finally.

A stock which now has my eyes fully peeled on it.


Summary: Bullish FLY: mispriced as a rocket company when 87% of revenue is defence software running U.S. Space Force infrastructure.

structural marker; pre-classified as canonical yfinance ticker

$FLY guided $420M–$450M revenue for 2026. 87% from defence software, not launches.

It runs the backbone of U.S. Space Force missile warning satellites.

It's priced like a rocket company.

Stop arguing about $RKLB vs $FLY. $FLY isn't a rocket company anymore.

Full breakdown coming tomorrow. 📒


Summary: Long OUST with a target of $76.

$OUST TO $76

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@usppdd has the vision ⚡⚡⚡


Summary: Bullish OUST: debt-free, $211M cash, GAAP profitable Q4, 52% revenue growth; lidar sector written off = contrarian opportunity.

I've been quietly mapping $OUST - and I don't think many retail investors have caught up yet.

Debt-free. $211M cash. GAAP profitable in Q4. 52% revenue growth in 2025.

The lidar space got written off. That might be the opportunity. 👇


Summary: Holding BTC and TE through drawdowns with conviction; expects wealth to accrue to patient holders by 2030.

A week like this one is why The Student Stacking Protocol exists.

Bitcoin dropped 30% in a week. Software stocks lost $830 billion. The S&P went negative for the year. Every group chat was asking: "should I sell everything?"

Here's what I actually did: nothing.

Not because I'm reckless. Because I planned for this.

The Protocol is built on three rules:

Stack assets you understand.

I hold $BTC because I've studied its 15-year pattern of violent drawdowns followed by new highs.

I hold $TE because I've read the 10-Ks, visited the thesis, and understand why American solar manufacturing has structural tailwinds that a short report can't undo.

Size positions so drawdowns don't force your hand.

If a 50% BTC drop makes you panic sell, your position is too large. Period. As a student, your biggest asset is time - not capital. Size accordingly.

Never check your portfolio more than once a day during a crash. Seriously. Your edge over institutions is that nobody is forcing you to act.

The hedge funds with leveraged positions got liquidated this week. You didn't. That's the advantage.

Weeks like this one are when wealth transfers from the impatient to the patient.

The question isn't whether your portfolio is red.

It's whether you'll still be holding in 2030.

Maybe you want to check my protocol out in my profile.


I hold $TE because I've read the 10-Ks, visited the thesis, and understand why American solar manufacturing has structural tailwinds that a short report can't undo


Summary: Long three sub-billion-cap Korean/German semis supply-chain names (KC Tech, Auros, LPKF) as irreplaceable picks under Samsung and Hynix that western investors are missing.

industry='Semiconductor Equipment & Materials'

nobody else is mapping the three micro companies that Samsung and SK Hynix cannot produce without.

western investors are buying the giants. they're missing the layer underneath.

🔬 KC Tech (KRX: 281820) - CMP equipment and slurries. Every memory chip Samsung and SK Hynix produce passes through this process. No KC Tech. No chip.

📐 Auros Technology (KOSDAQ: 322310) - semiconductor metrology and inspection. Measures what KC Tech finishes. The quality control layer the fabs depend on.

🔦 $LPK - glass substrate laser equipment. Samsung's mass production line is being built right now. LPKF's equipment is already installed at a Korean customer. CPO is next.

Three companies. Three different points in the same supply chain. All sub-billion market cap. All irreplaceable.

$IBKR opened the door to Korean stocks. Most people walked through it and bought Samsung.

The real trade is one layer deeper.


Auros Technology (KOSDAQ: 322310) - semiconductor metrology and inspection. Measures what KC Tech finishes. The quality control layer the fabs depend on.


Summary: Initiating long NVO; trimming CIFR to diversify.

First buy order in for $NVO now.

$CIFR position is trimmed to diversify.

More to come.


Summary: Long OSS: rugged edge AI for US military, $65M+ Navy contract, Army design wins, first profitable quarter, 45.6% margins, zero debt, $1B+ pipeline.

My $OSS thesis in 60 seconds:

What: Rugged edge AI computing for U.S. military
Market cap: $258M
Share price: $10.54 (up 470% from lows)

Why now:

→ $10.5M Navy P-8A contract just landed yesterday
→ $65M+ lifetime Navy revenue contracted
→ Army combat vehicle design wins (Stryker, Bradley, Abrams)
→ First profitable quarter. 45.6% gross margins
→ Zero debt. ~$29M cash. $1B+ pipeline

Pinned on profile.


Summary: Expects NBIS to bounce to $85 today.

industry='Internet Content & Information'

$NBIS textbook bounce, $85 today? https://t.co/fS4LgHBpJV


Summary: SpaceX IPO liquidity rotation is dragging down listed space stocks RKLB, ASTS, PL, SATS, VELO.

$SPCX rumoured to open up 30%

Meanwhile space stocks are collapsing $RKLB $ASTS $PL $SATS $VELO

Looks like the liquidity rotation is coming fast…

BREAKING: The SpaceX, $SPCX, IPO is now receiving first indications as the Nasdaq window opens.

Details include:

1. First indications are coming in at $175/share

2. This implies a ~30% jump from the $135/share offer price

3. The IPO has drawn $350 billion in total demand,


Summary: Bullish on ONDS; wants more exposure.

$ONDS phenomenal performance.

Whether you're in for a quick trade or long-term investing, $ONDS is on an insane trajectory for 2026. https://t.co/rsZa1h4Ail


Summary: Long $P: market misprices it as hardware vendor; $3.7B RPO, 19% growth, hyperscaler ramp, earnings May 27 catalyst.

$P is up 8% pre-market today.

This isn't a storage company anymore. It's an AI data infrastructure platform - with $3.7B in RPO, 19% revenue growth guided for next year, and hyperscaler contracts ramping in H2.

The market is still pricing it like a hardware vendor.

$P earnings May 27. That's the catalyst.


Summary: Bullish OUST with $50 target; sees today's pre-market move as the start of a major run.

$OUST is up 7% in pre-market. The road to $50 begins now. https://t.co/15gJBN4pyz


Summary: Ongoing bull thesis on memory: MU as structural HBM play, SK Hynix dominant HBM supplier, SNDK benefiting from NAND repricing alongside broader memory upcycle.

in march i posted $MU as the most oversold stock on my watchlist. it's up 90% since.

but that's not the interesting part.

the march call wasn't a technical bounce play. the market was pricing $MU like DRAM was in structural decline. it wasn't. it was being compressed by the Iran selloff while HBM demand for AI inference was quietly repricing the entire memory curve.

this week confirmed it. SK Hynix +24%. $MU +25%. $DRAM +14.5%. that's a coordinated re-rate of the entire memory supply chain.

$SNDK just beat revenue estimates by 29%. NAND is repricing alongside HBM. the cycle is broader than most portfolios are positioned for.

HBM3E is now the bottleneck in every major AI cluster buildout. SK Hynix supplies ~50% of global HBM. $MU is the only western alternative scaling to meet it.

this isn't a memory upcycle. it's a structural shift in what memory is for.

$MU was the entry signal. the thesis is still running.


SK Hynix +24%... that's a coordinated re-rate of the entire memory supply chain

SK Hynix KOSPI 000660; dominant HBM/DRAM supplier


$SNDK just beat revenue estimates by 29%. NAND is repricing alongside HBM. the cycle is broader than most portfolios are positioned for.


Summary: LEU is an unpriced domestic enrichment monopoly; nuclear fuel repricing thesis extends to CCJ, UEC, with PLTR embedded in build-out.

$LEU has $2.3 billion in commercial backlog and a $900 million DOE HALEU award.

It holds $2 billion in cash. It is the only US-origin enrichment technology that is deployment-ready for both commercial and national security programmes.
Congress banned the Russian alternative.

The market is still pricing this as a broker-trader business. It is becoming a domestic enrichment monopoly.

One more detail buried in the shareholder letter: Palantir is embedded in the build-out. Early work has already identified $300 million in potential cost savings.

The chips got repriced. The power got repriced.

The fuel still hasn't. $LEU $PLTR $CCJ $UEC

Hyperscalers have locked in 10GW of nuclear capacity.

There is one licensed US producer of the fuel to run it.

The chips got repriced. The power got repriced.
The fuel hasn't.

$LEU is the bottleneck nobody has priced yet.

read below for the entire nuclear sector map 👇

$CCJ


Palantir is embedded in the build-out. Early work has already identified $300 million in potential cost savings.