π¨π Global One SI - Prompt
$STCGF / $STCK π₯ If your strategy for the biggest IPO cycle in years is just to buy on day 1. Youβre guaranteed to be exit liquidity. That's where $STCK.TO / $STCGF comes in. The insiders holding SpaceX, OpenAI, and Shield AI got in at a fraction of theβ¦
$RKLB $ASTS $RDW $BSKY $LUNR $VOYG | PitchBook deems SpaceX $1.75 trillion IPO valuation justifiable if investors accept Musk amplified volatility.
Raising $50B for Starship and Starlink, the listing would carry a 100x P/S ratio, reflecting its dominant orbital infrastructure.
Raising $50B for Starship and Starlink, the listing would carry a 100x P/S ratio, reflecting its dominant orbital infrastructure.
π¨π Global One SI - Prompt
I'm only going to say this once. If you're under 35, this correction is a gift. $ZETA - $17 now. $50 stock. 18 straight beat-and-raise quarters. $PATH - $11 now. $30 stock. #1 agentic automation platform. $SOFI - $18 now. $40 stock. CEO just bought $1Mβ¦
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$IREN is building one of the largest AI data centers in the USA, with >4.5 GW secured power (Sweetwater 2 GW under way, Childress, new Oklahoma 1.6 GW).
Mag7 + AI labs (Anthropic, OpenAI) desperately need MW for GPU scalingπ€
Mag7 + AI labs (Anthropic, OpenAI) desperately need MW for GPU scalingπ€
These are my LARGEST stock holdings π₯
$IBRX
Anktiva is gaining strong commercial traction with massive revenue growth (hundreds of percent YoY) and fresh regulatory approvals in key markets like Saudi Arabia and the EU for bladder and lung cancer indications, positioning it as a leader in chemo-free immunotherapy with multiple near-term catalysts and asymmetric upside.
$INFQ
As a pure-play quantum tech company with real quantum advantage in sensing, timing, and antennas (backed by NASA contracts), itβs scaling toward 100 logical qubits by 2028 for commercial breakthroughs in materials science and computing, making it a high-conviction bet on the quantum revolution.
$ONDS
Focused on mission-critical wireless networks for drones, rail, and critical infrastructure, itβs well-positioned in the growing demand for reliable, private connectivity amid defense, energy, and autonomy trends.
$RKLB
Explosive revenue growth (36%+ in recent quarters), successful hypersonic tests, and progress toward the Neutron rocket make it a key player in the booming space economy, especially with increasing satellite launches and defense contracts.
$TE
Benefits from rising electricity demand, domestic supply chain incentives, and solar/renewable expansion, driving enhanced pricing power, long-term contracts, and reliable growth in the energy transition.
$LWLG
Its electro-optic polymer platform is advancing in high-speed data and photonics for AI/data centers, with positive technicals, design wins from major players, and strong momentum in next-gen optical interconnects, poised for breakout as AI infrastructure scales.
$IBRX
Anktiva is gaining strong commercial traction with massive revenue growth (hundreds of percent YoY) and fresh regulatory approvals in key markets like Saudi Arabia and the EU for bladder and lung cancer indications, positioning it as a leader in chemo-free immunotherapy with multiple near-term catalysts and asymmetric upside.
$INFQ
As a pure-play quantum tech company with real quantum advantage in sensing, timing, and antennas (backed by NASA contracts), itβs scaling toward 100 logical qubits by 2028 for commercial breakthroughs in materials science and computing, making it a high-conviction bet on the quantum revolution.
$ONDS
Focused on mission-critical wireless networks for drones, rail, and critical infrastructure, itβs well-positioned in the growing demand for reliable, private connectivity amid defense, energy, and autonomy trends.
$RKLB
Explosive revenue growth (36%+ in recent quarters), successful hypersonic tests, and progress toward the Neutron rocket make it a key player in the booming space economy, especially with increasing satellite launches and defense contracts.
$TE
Benefits from rising electricity demand, domestic supply chain incentives, and solar/renewable expansion, driving enhanced pricing power, long-term contracts, and reliable growth in the energy transition.
$LWLG
Its electro-optic polymer platform is advancing in high-speed data and photonics for AI/data centers, with positive technicals, design wins from major players, and strong momentum in next-gen optical interconnects, poised for breakout as AI infrastructure scales.