reddit · comparison · 0.85
Preparing for next Bullmarket, BTC, ETH, HYPE
2026-05-24T12:40:46+00:00
Hello guys, I started with Crypto end of 2017. My first Coin was ADA. It was a great run on Cardano because I made a good profit with it. Next great run was Sand from TheSandBox. I even played those games. Solana was a short ride with good profits too, but honestly. I never liked it, just used it for making money. But because of my Cardano Backround the Solana project was not what I was made for. But as we know never be to emotional, I still bought some SOL and also made here some money. But with the time i grow. And I realized. Even the best promises doesnt count, when delivery take to long or the project is more hype driven. Since than I focused on the big 2. BTC and ETH, just Infinity Rising (Rise) which I started to invest while my Cardano obsession (now its also on ETH and Base) is still inside my Porfolio as a low chance low Market Cap Cryptogame Jackpot. Since some weeks my Mind openede for Hyperliquid.... Its somehow ironic that while Bearmarket the Hype token has a hype. But its not coming from nowhere. Hype doesnt promise, hype doesnt made big advertisments (Compare to many other project) They just build a great Dex, with an real usage. Trading futures inside Cryptomarket 24/7? Wow, this is so easy to understand. And obviously people do it. They use it, and they do it a lot. According to google KI the profit of Hyperliquid was over 900$ Million in 2025... It seems I found my new obsession. As my title tells. I am preparing for Bullmarket. Following is my plan: 34% BTC 26% Hype 20% ETH 20% RISE Please dont judge me for RISE. I know from logical POW it is no compare to the other 3 projects. As I told, its my last connection to Cardano, and I realy like the team behind. But What do you think about my other 3 choices? Do you agree? Or is it from your POW a total mess? Without BTC no Crypto, thats why 34%. Hype is the next big HYPE, thats why 26%. ETH is used in many ways, most of us somehow work on or with it, thats why 20%. RISE is my personal lotto ticket. Thank you very much for all answers. submitted by /u/BriBumer [link] [comments]
reddit · primary_subject · 0.75
Will the SpaceX IPO cause the next Great Financial Crisis?
2026-05-23T18:27:12+00:00
Disclaimer: I am no expert when it comes to macro economical or market analysis or projections, I am currently studying Finance and watched Patrick Boyle´s recent video on the issues with the upcoming IPO. It is interesting how many rules that were put in place to protect investors and the market are being disregarded to allow special treatment for SpaceX(Elon) despite the company’s financials. If the company fails to meet its promises as Elon has many times in the past and the market corrects could it be enough to cause a crisis,and how so? I am trying to write on this so all points for or against this are appreciated. submitted by /u/_codingman [link] [comments]
reddit · primary_subject · 0.85
I got this in my algorithm, should i go full regard and buy ROBO ETFs? Is it a sign Robots are next after MU?
2026-05-23T12:32:57+00:00
I feel it in my bones, robots are next. First was AI , then quantom whatchamacall it, then semis then memory . It down to injecting all that into hardware which are robots. Any idea about other ETFs? One regard to another? submitted by /u/Own-Philosophy-5356 [link] [comments]
reddit · primary_subject · 0.85
$HPQ - COMPUTER / HARDWARE STOCKS ARE NEXT
2026-05-22T15:47:35+00:00
I read few weeks ago that computer / hardware stocks could be the next to pump. DELL alrdy had a massive run up so I went all in on $HPQ instead. Holding through earnings next week. AI PC upgrade cycle story. Lenovo just went +20% on their earnings last night. Evercore ISI said it believes "AI infrastructure and networking demand remain among the most durable areas of spend," supported by higher capital expenditure from hyperscalers and neoclouds alongside continued enterprise investment in campus networking refreshes and data center modernization. Cherry on top, they also make space printers apparently. What the fuck is a space printer? IDK. Sounds bullish though. submitted by /u/iTouchStuff [link] [comments]
reddit · primary_subject · 0.85
Next Semi Trade: $TTMI
2026-05-22T15:38:47+00:00
Going long on TTM Technologies ($TTMI) Nvidia put out their new Bill of Goods for the Blackwell and updated costs their next Vera Rubin GPU rack. You can see the breakdown of the various components in the article or table here. You will see the huge increases in cost really accrue to memory (all the memory names already ran up like 1000% this year, Micron, Sandisk, Seagate, Samsung). PCB (Printed Circuit Boards) is going to massively increase in the overall spend, up 233%. There is pretty much one PCB public company in the US (TTM Technologies). $TTMI All the other publicly traded PCB companies are out of Taiwan. This makes sense, as proximity to TSM where all the manufacturing takes place. If interested, the second photo is the other PCB Taiwan companies. I don’t spend too much time playing the Asian listed companies… $TTMI should be a huge winner as Nvidia’s Vera Rubin GPU ramps starting Q3 2026 submitted by /u/37366034 [link] [comments]
reddit · mention · 0.85
RWA perpetuals are becoming the next battleground in onchain derivatives and most people haven't noticed yet
2026-05-22T09:32:12+00:00
I've been thinking about where the next wave of TVL actually goes in the perp DEX space, and I keep coming back to the same question: who captures the liquidity when TradFi assets start trading onchain at scale? We spent the last two years watching perpetual DEXes fight over crypto-native assets BTC, ETH, SOL. That war is mostly priced in. The next one is about real-world assets: stock perps, pre-IPO markets, commodities, FX. And the infrastructure for that doesn't really exist yet at any meaningful depth. Why this matters structurally : TradFi has roughly $100T+ in equity market cap sitting behind brokers and intermediaries. The addressable market for onchain perpetuals on those assets isn't even 0.1% captured yet. The protocols that build the right primitives permissionless listing, deep liquidity, low fees before institutional flows arrive are going to own an enormous amount of that volume. The governance question is also underrated. Centralized listing decisions create bottlenecks. A protocol where the community votes on which assets get perpetual markets including things like SpaceX pre-IPO exposure or HK-listed equities is a fundamentally different product from a curated orderbook. It's DeFi-native in a way that most perp DEXes aren't. I've been looking at Lighter ($LIT) in this context. They raised $89M, sit in the top 3 perp DEX projects by fundamentals, and they're explicitly building into the RWA perp space stock perps, pre-IPO markets, community-governed listings. That combination is rare. Most perp DEXes are still playing the crypto-native game. For reference, I've been tracking this through Bitget's orderbook data on LIT their liquidity and the price up 50% and fee structure is one of the better setups for actually getting exposure to this early if you want to size in before it becomes a consensus trade. The timing also lines up with what's happening in the broader sector. HYPE has been seeing significant volume and price momentum when the leading perp DEX moves, it historically validates the narrative for the whole category and capital starts rotating into second-tier names with stronger upside relative to where they're priced. * The questions I'm sitting with: Is permissionless listing for RWA perps actually viable at scale, or does regulatory exposure make it a dead end before it gets traction? What's the real moat here is it liquidity depth, fee structure, governance design, or something else? Because the switching costs in perp DEX land are low and the competition is brutal. Is the RWA narrative genuinely a new primitive, or are we just repackaging the same problem with a TradFi wrapper? Curious what this sub thinks is the RWA perp thesis real infrastructure or just a narrative play? And which protocols do you think are best positioned to actually win this space long term? submitted by /u/Woodpecker5987 [link] [comments]
reddit · mention · 0.75
Rockstar games the next NVIDIA
2026-05-22T02:57:48+00:00
Rockstar Games could theoretically become the most valuable company in the world by transforming Grand Theft Auto VI (GTA 6) from a traditional video game into a massive, persistent digital economy that replaces social networks, streaming platforms, and financial infrastructure.While overtaking tech giants like Microsoft, Apple, or Nvidia (which are valued in the trillions) is highly improbable for a entertainment company, a specific sequence of hyper-growth events could trigger this unprecedented scale. Proprietary Cryptocurrency: Introducing a unified, Rockstar-controlled digital currency for in-game assets that players can trade for real-world fiat currency.Virtual Real Estate: Selling limited digital land, commercial storefronts, and advertising space to real-world brands (e.g., Nike, Visa) for billions in ad revenue.Digital Marketplace Taxation: Taking a standard 30% cut of all user-generated content, virtual mods, and peer-to-peer transactions within the ecosystem. The Final Equation: Total Gross Revenue: $295 billion USDOperating Costs (Servers, Staff, Marketing): -$35 billion USDNet Profit: $260 billion USDTech Multiplier (60x P/E): $60 billion × 60 = $3.6 Trillion Market Cap by 2027. submitted by /u/ServiceHelpful42096 [link] [comments]
reddit · primary_subject · 0.75
🚨 YOLO DD: THE NEXT BIG STOCK ISN’T IN SILICON VALLEY — IT’S IN SILICONE FACTORIES 🚨
2026-05-21T21:17:13+00:00
(Yes, you smooth‑brained apes, I said silicone, not the chips that make your GPU go brrrr) Listen up you beautiful financial disasters. While you’re all busy trying to 4D‑chess whether NVDA is going to $10,000 or straight to the centre of the Earth, the REAL play is happening where none of you are looking Silicone producers. Not AI, semiconductors, quantum computing, and not whatever Trump or Elon tweets at 3am. I’m talking Wacker Chemie, Dow, Shin‑Etsu, the companies that literally pump out the goop that holds civilisation together. Why? Because the Strait of Hormuz is doing its best impression of a clogged artery, when that chokepoint gets spicy, global supply chains start wheezing like a 70‑year‑old smoker running for the bus. Silicone needs raw materials. Raw materials need shipping. Shipping needs the Strait of Hormuz. The Strait of Hormuz currently needs Jesus. Result? Supply down. Prices up. Contractors crying. DIY dads entering their villain arc. NFA submitted by /u/SolidHit [link] [comments]
reddit · primary_subject · 0.75
My positions my next big bet
2026-05-21T07:15:55+00:00
has been looking more and more like its bout to pop. Before I start do your own due diligence and this is not financial advice. Also showing positions. Bull case is an enterprise AI SaaS play trading near cash value despite 80%+ margins, Fortune 500 traction, and real validation (Gartner/Google). If dilution slows and revenue rebounds, even a minimal SaaS valuation could mean a quick 2–3x. They also have to reach 1 dollar by September or they will get delisted and in the earnings call the company seemed very positive towards not being delisted. They also sit on a fat cash stack. 12m cash. They burn 2.2 m in cash per quarter. Dilution is unlikely as of right now as also the more they dilute the deal they have put themselves in causes them to lose more money. Do you own reaseach this guy did a great deep dive I’ll link his name. Risk side ongoing dilution from the Avondale deal is the biggest threat, plus Nasdaq compliance pressure, weak past revenue, and heavy competition—if these don’t improve, downside is real. submitted by /u/No-Tree564 [link] [comments]
reddit · primary_subject · 0.85
⚡️ Brain Gainz with NEXST (NXT) ⚡️
2026-05-21T06:06:14+00:00
Join our live community quiz for a chance to win rewards. ✨ Quiz goes live in the KuCoin Exchange Main Group 📅 9:00 AM on May 22, 2026 (UTC) 🎁 Reward Pool: Reveal Later. NEXST is an AI-driven entertainment infrastructure that turns the full spectrum of fan experiences into on-chain, verifiable value. Blending a proven Web2 model with VR, AI, games, and RWA collectable digital cards, we’re building a new paradigm of fan continuity—a unified digital economy for global engagement. New to KuCoin? Sign up for $11,000 newbie perks. 🌐 Follow KuCoin Official Global Communities to get the latest updates: Telegram Announcement | Telegram｜ Discord ｜ Reddit submitted by /u/DS_Soul [link] [comments]
reddit · mention · 0.85
Nexus (NEX) Listing Campaign — 11,666,666,666 NEX Giveaway
2026-05-20T15:01:27+00:00
🗓 Campaign Period: From 15:00 on May 20, 2026 to 15:00 on May 27, 2026 (UTC) 🔹 Activity 1: NEX GemSlot Carnival – Share 9,000,000,000 NEX 🔹 Activity 2: Learn & Earn – Share 2,666,666,666 NEX Click In For More Details Join KuCoin English Main and KuCoin Discord Community for the latest events! New to KuCoin? Sign up for $11,000 newbie perks ! , submitted by /u/DS_Soul [link] [comments]
reddit · primary_subject · 1.00
📢 New Listing: NEX Is Coming to KuCoin!
2026-05-20T07:37:08+00:00
Nexus (NEX) is a Layer 1 blockchain for verifiable finance, designed for high-frequency, AI-era financial infrastructure powered by a native zkVM. 📅 Trading Starts: 15:00 on May 20, 2026 (UTC) 💰 Deposits: Open Now (Network: ETH-ERC20) 🔁 Trading Pair: NEX/USDT More Details submitted by /u/DS_Soul [link] [comments]
reddit · primary_subject · 0.85
KuCoin Post AMA Activity — NEXST (NXT)
2026-05-20T04:07:07+00:00
KuCoin Post AMA Activity — NEXST (NXT) On May 15, 2026, #KuCoin hosted an AMA (Ask-Me-Anything) session with Kant in the KuCoin Exchange Group . Don't worry if you missed it. Read this recap and join the NEXST Post-AMA Quiz now for a chance to win 6,000 NXT! ⏰The gleam task will remain open for 4 days from publishing this AMA recap. Sign up on KuCoin and see what went down in our AMA submitted by /u/DS_Soul [link] [comments]
reddit · comparison · 0.85
CHWY [Chewy] is the Next LION [Lionsgate] and Here is Why...
2026-05-20T02:33:51+00:00
Here we go, again... after moving on from LION - I have picked my next 12-month forecast stock. Chewy. $CHWY - the only negative is it was founded by Ryan Cohen, the rest is a positive story. 80% recurring revenue, essentially no debt, net cash position, 12 billion in annual sales (80% of which are auto-ship) - expansion into pet care, etc. The stock dropped 10% today on news that the CEO said the 'consumers' are stretched. What are you going to do, let your pet die? Boil chicken that is about to expire to offset the cost of kibble? They still need food, treats, toys, medication & more! Chewy revenue is more recurring than buying hand made goods on $ETSY - and their selection is still way more robust than Amazon $AMZN and fairly priced. You really don't have other options in the current market, going to Petco is if you forgot to order a one-off item, and you're paying a premium for almost everything over Chewy. Gen Z loves their dogs over expansion of population with human legs - I don't see this company fairly valued and believe it should be a $14-18 billion E/V based purely on efficiencies they can create integration AI and pet care. Their active shopping base is huge. My position is 500 6-month contracts & 50,000 shares. I know this post is a bit sarcastic, but the point is, at its core, a bit unique compared to other 'discretionary' marketplaces - your pet is not discretionary. submitted by /u/HunterMichael92 [link] [comments]
reddit · comparison · 0.75
Nvidia's next earnings report on may 20 could send the stock soaring
2026-05-19T21:14:06+00:00
NVIDIA earnings this week feel bigger than just another report, it’s effectively a read on the entire AI trade, with NVDA acting as one of the main drivers of S&P 500 performance this year. There is also a political angle that keeps coming up in discussions, with reports of Donald Trump taking positions earlier this year, alongside broader policy attention on AI leadership and China chip export restrictions. It adds another layer to NVDA beyond just earnings and growth. Expectations are already very high, with revenue growth running above ~70% YoY on strong AI demand. The risk is that the bar has moved so high that even solid results may not be enough if guidance doesn’t clearly exceed expectations. Key themes heading into the print include continued AI infrastructure spending from major tech companies, questions around how long NVDA can maintain its dominance as competition increases, and geopolitical constraints around exports. I looked at a structured breakdown using Bitget GetAgent to help frame the setup, and the main takeaway was that this is more of a positioning driven event than a pure fundamentals story. The market is already leaning bullish, which creates a situation where strong results could extend momentum, but anything less than a clear beat could lead to a fast unwind due to crowded positioning. What are we actually trading here, the earnings, or just everyone’s expectations of what the earnings should be? submitted by /u/Omegacarlos1 [link] [comments]
reddit · comparison · 0.85
NextEra Energy to buy Dominion in deal that unites two key players in race to power AI data centers
2026-05-18T14:53:40+00:00
https://www.cnbc.com/2026/05/18/nextera-nee-dominion-energy-d-data-center-ai.html NextEra Energy will buy Dominion Energy in an all-stock deal valued at nearly $67 billion, uniting two leading players in the race to meet growing electricity demand from data centers that run artificial intelligence. Dominion is the utility responsible for powering the world’s largest data center market in northern Virginia. It has a market cap of more than $50 billion. NextEra is the biggest renewable energy developer in the U.S. with a portfolio of natural gas and nuclear generation as well. The Florida-headquartered power company is also the largest utility in the S&P 500 at a market cap of more than $190 billion. The deal will create the largest regulated electric utility in the world, the companies said Monday. It will have a market cap of $249 billion and an enterprise value of $420 billion, making it the third-largest company in the energy sector behind oil majors Exxon Mobil and Chevron. “Electricity demand is rising faster than it has in decades,” NextEra CEO John Ketchum said in a statement. “We are bringing NextEra Energy and Dominion Energy together because scale matters more than ever.” NextEra shareholders will own 74.5% of the company while Dominion investors will own 25.5%. They will operate under NextEra’s name and trade under its ticker symbol on the New York Stock Exchange. Ketchum told investors Monday that the company can become the “go-to partner for large load customers,” referring to the tech companies building huge data center projects. NextEra plans to construct more than 30 data center hubs across the U.S. to help meet the demand from AI. submitted by /u/WickedSensitiveCrew [link] [comments]
reddit · primary_subject · 0.85
$CC - The next bottle neck?
2026-05-18T11:58:12+00:00
Hey all, As i was trying to figure out what is the next bottle next as MU. I came across $CC. They have unique solution to the cooling problem in AI data centers. "Thermal & Specialized Solutions (TSS): This is the segment driving the AI-cooling hype. They produce advanced refrigerants and thermal management fluids (like the Opteon™ brand). These highly engineered fluids are critical for two-phase immersion cooling, a technology used to prevent next-generation AI data centers and supercomputers from overheating. " The next GEN of NVDA chips will need alot of cooling so this could be the solution. Thoughts? submitted by /u/ZealousidealGoose193 [link] [comments]
reddit · primary_subject · 0.85
The Next Big Sector!
2026-05-16T11:30:41+00:00
The last 5 years or so have been dominated by 5 sectors: - AI - Space - Robotics - Nuclear - Quantum With companies like NVDIA, RKLB, SYM, OKLO and IONQ stealing the show, I think it’s time to look into new sectors to find the next BIG names. I would love to hear everyone’s opinion on what the next big sector will be, and what stock will dominate that sector. Here are a few of my favorite new sectors that I have been researching lately: - Synthetic Biology - Neuromorphic computing - Advanced materials - spatial computing / extended reality - EVTOL If you have any promising stocks from these 5 sectors I’d be interested in hearing about them and learning about why you think they are promising. The more I research stocks, the more excited I get about the future. Would love to hear about stocks from new, cutting edge sectors, that get you excited! submitted by /u/DoU92 [link] [comments]
reddit · mention · 0.85
Solana seeker and next phone
2026-05-16T10:51:48+00:00
Hello everybody, I would like to buy the next Solana phone but I have some doubts about phone quality, how broad the App Store is and what new features brings (apart from airdrops). To who has the seeker: would you recommend me this phone? and what upgrades the next phone will need to increase use cases and reach more people? Thanks to everybody submitted by /u/Alexsep770- [link] [comments]
reddit · primary_subject · 0.75
Someone just paid $9m to sit next to legendary stock market investor Stephen Curry. Also, some guy called Warren Buffett will be there.
2026-05-15T19:37:30+00:00
submitted by /u/VegitoBlue69 [link] [comments]
reddit · mention · 0.85
CNBC: Traders now see next Fed interest rate move as a hike following inflation surge
2026-05-15T18:02:24+00:00
Traders are suddenly pricing in a possible rate hike at the next Fed meeting after the inflation print, which is a pretty sharp flip from the “rate cuts soon” narrative just a short time ago (CNBC: https://www.cnbc.com/2026/05/15/traders-now-see-next-fed-interest-rate-move-as-a-hike-following-inflation-surge.html ). NASDAQ was down almost 2% at the lows and then just slowly clawed its way back like the macro story didn’t really matter that much in the end. what I think people are saying we all know it is going back up again so why even sell at this point or nothing matters anymore submitted by /u/Excellent_Cost170 [link] [comments]
reddit · comparison · 0.85
FRMI will be the next APLD
2026-05-15T15:10:18+00:00
There is one thing the AI buildout cannot scale without. Not chips. Not capital. Not data. POWER. ERCOT just told Texas lawmakers that AI-driven peak demand could quadruple by 2032. Utility interconnection queues are five-year backlogs. Hyperscalers need firm redundant power years before any utility can deliver it. There is exactly one publicly traded company sitting on 7,500 acres in Texas with a 6 GW Clean Air Permit (the second-largest of its kind in U.S. history), $1.4B of installed infrastructure, $785M of fresh financing, and a permitting path for 4.4 GW of advanced nuclear on top. It should be trading at a premium. Instead, seven months after its $21 IPO, the stock is down 73%. Because here's what the market saw in the last six months: Tenant: gone. Earnings: missed. CEO: fired for cause. Founder: suing the company. It makes sense why investors ditched this stock post-IPO. But there are some huge reasons to get back in. The assets at this company actually GREW by $441M during the same quarter the stock collapsed. The new institutional team that just took over is the most all-star roster I've seen step into a turnaround in years. A public-market peer just ran this exact playbook and returned 736% in twelve months. The ticker is FRMI. Here's the full thesis. What FRMI Actually Is Fermi Inc. (FRMI) is building the largest private power grid in America. The flagship asset is Project Matador. 7,500 acres in the Texas Panhandle on a 99-year ground lease with Texas Tech. At full build-out, the campus is designed to deliver up to 17 GW of integrated power: combined-cycle natural gas, advanced nuclear (Westinghouse AP1000), solar, and battery storage. Up to 15 million square feet of AI-ready powered shells colocated on top. The business model is simple. Rent indexed to GW of reserved power. Per management, a SINGLE signed gigawatt = roughly $1B in annual NOI. The setup we hit in the hook is the entire reason this company exists. Here's how Chairman Marius Haas framed it on this morning's earnings call: Fermi builds a private grid behind-the-meter, sticks AI-ready powered shells on top, and leases the whole thing out by the gigawatt. Months to energize, not years. Haas's own words: Fermi was "purpose-built to relieve that constraint." So Why Is The Stock at $5? Three credibility hits in five months. October 2025: IPO at $21. Stock rips to $36.99 within weeks. Bullish. December: The only disclosed anchor tenant terminates their $150M Advance in Aid of Construction Agreement. Stock drops 33% in a single session. March: Q4 earnings confirm no signed cornerstone tenant. Strategy pivot from single-anchor to multi-tenant mid-call. $486M FY25 GAAP loss. Class-action lawsuit follows. April: The Board fires the founder/CEO Toby Neugebauer FOR CAUSE. The CFO transitions out (he's now back on the Board). Neugebauer, who controls roughly 40% of the float with affiliates, immediately sues the company for wrongful termination and publicly demands a sale. That's the headline reel. Stock cratered from $36.99 to $5.72. 73% off IPO. 85% off highs. That's the bear case. It’s real, it’s ugly, and it’s well-documented. But everything has completely changed the last couple of months. I’ll tie this back in later on when we talk about the new management and their 90-day plan to secure a hyperscaler tenant. READ that AGAIN. They have a 90-day plan to secure a hyperscaler tenant. The clock is ticking. Here's Something that Nobody Talks About: APLD Already Ran This Playbook Applied Digital (APLD) is the proof. If you haven't been paying attention to APLD, here's the short version: the stock is up 736% in the past twelve months. Market cap is north of $13B, and the market now treats it as a contracted-revenue infrastructure bet. Here's the part that matters for FRMI: 18 months ago, APLD looked EXACTLY like FRMI looks today. Heavy capex story. No signed hyperscaler tenant. Balance sheet that the market viewed as inadequate to the ambition. Endless skepticism. Then three things happened. Each one is a template that FRMI can replicate. ONE. The first investment-grade lease (2024). CoreWeave signed a 400 MW lease at APLD's Polaris Forge 1 campus in North Dakota. Roughly $11B of contracted lease revenue over 15.5 years. That single contract took APLD from a speculative microcap to an institutional infrastructure REIT in the market's mind. The stock 5x'd from pre-announcement levels within months. TWO. The institutional capital partnership (2025). Macquarie Asset Management committed up to $5B of preferred equity, structured at roughly $2.25M per MW of leased capacity. Macquarie called the relationship a potential unlock of $25B of total data center capital. That partnership made the entire AI campus business model financeable at scale without continuous equity dilution. THREE. The multi-tenant validation (2026). Two MORE investment-grade hyperscalers signed: 200 MW at Polaris Forge 2 ($5B contracted) and 300 MW at Delta Forge 1 ($7.5B contracted). Total contracted lease revenue is now over . More than 50% is backed by investment-grade counterparties. APLD then issued a $2.15B high-yield bond against those contracts. The public debt markets accepted the cash flows as bankable. So, the playbook isn't speculative anymore. It is documented and proven. The per-MW pricing, the contract tenor, the financing architecture, the operating model. ALL of it has cleared at scale. Per-MW contracted lease value is roughly $25M per MW of IT load. That number matters. We'll come back to it. This is what FRMI is about to run. Same product. Same buyer pool. Same regulatory tailwind. Same financing template. And the buyers know it. Per Co-President Anna Bofa on this morning's call: The only real difference between FRMI and APLD-mid-2024 is that FRMI is starting from a much bigger asset. FRMI Is APLD But Bigger Same trade. Bigger base. Let me walk through it. Same product: 15-year power-capacity leases to investment-grade hyperscalers, structured as REIT-like rent streams. Same buyer pool: Microsoft, Meta, Amazon, Google, plus the neo-clouds (CoreWeave, Lambda, Crusoe) and the frontier-compute operators (OpenAI, Anthropic, xAI). Same regulatory tailwind: behind-the-meter permitting unlock. Trump admin EPA reforms in 2025 specifically targeted data center air permitting. Fermi's 6 GW TCEQ permit is the SECOND-LARGEST power-generation air permit ever granted in the United States. Same emerging financing structure: APLD has Macquarie at $5B preferred. Fermi has MUFG's $500M infrastructure facility as the first piece of the same architecture. Building out the broader programmatic capital partnership is one of the five explicit items on Fermi's near-term plan. Now where they DIVERGE. Pipeline: APLD's ceiling is 4 GW of data center critical IT load. Fermi's permitted pipeline is 11 GW of gas plus a planned 4.4 GW of AP1000 nuclear. That is roughly 4x the pipeline. Vertical integration: APLD plays in ONE slice of the value chain. They lease the shell. They don't own the power generation. Fermi plays in all three: they generate the electricity, they deliver it behind-the-meter (no transmission losses, no utility markup), and they operate the shell. Every dollar of generation margin that would otherwise go to Constellation, Vistra, or NRG flows to Fermi's P&L instead. Per-MW NOI: roughly 40-60% higher than APLD because of that integration. Speed: this is the one management is leaning on hardest, and they have the receipts. Co-President Jacobo Ortiz Blanes on this morning's call: Market cap: APLD $13B & FRMI $3.65B APLD is the certainty. FRMI is the optionality. The market is currently paying 3.5x more for the certainty than the optionality. And we haven't even talked about the nuclear yet. The Nuclear Kicker Of FRMI's 17 GW planned campus, 4.4 GW is Westinghouse AP1000 advanced nuclear. APLD has zero nuclear exposure. Not in the asset base, not in the pipeline, not in the model. None. This matters a lot. Let me show you why. Nuclear capacity factor: 90-95%. Natural gas capacity factor: 50-60%. Each nameplate MW of nuclear produces nearly 2x the actual electricity of a gas MW over the year. Nuclear marginal cost once built: $5-15 per MWh. Hyperscalers are paying $80-100+ per MWh for clean firm power. The Microsoft / Constellation Three Mile Island restart deal is the public benchmark for those prices. Per-MW gross margin on nuclear: roughly $0.6-0.8M per year. That is 2-3x the margin on gas. Asset life: 40-60 years on nuclear, against 7-15 year data center equipment refresh cycles. The nuclear plant outlives multiple generations of tenant hardware. And the licensing path is materially clearer than people realize. From this morning's call, per Co-President Bofa: Translation: front-end engineering by one of the world's largest EPC contractors, reactor vessel forging dies already in preparation at one of the only firms on Earth that builds them, and a regulatory fast-track that no other private company has. Now the math. A 4.4 GW captive nuclear fleet, leased at Constellation-style economics, is by itself worth more than APLD's ENTIRE current $13B enterprise value. That optionality is embedded in FRMI's $3.65B market cap at zero. The market is paying you nothing for the single largest piece of long-term value in the company. This is exactly the kind of thing that doesn't show up in a quick screen. It is exactly the kind of thing that re-rates an entire equity story the day a contract gets signed. The Team (This Is The Whole Thesis) Now the most important section in this entire write-up. The APLD chart proves the trade works. The Fermi assets are real. The macro is in place. The near-term catalyst window is publicly committed. None of that matters if the team can't execute. If they sign tenants, you'll be reading about FRMI the same way people are talking about APLD right now. If they don't, the activist sale case takes over and at best you get a sale process at some premium. Either path works from this entry point. But the upside case lives or dies on this group. That is why the April reset matters. Not because they swapped one CEO for another. Because they took the company from a founder-led startup to an institutional public-company operating team in a single Board meeting. And the new team is PRECISION CAST for the work in front of them. Let me walk through it. Marius Haas, Chairman. Former President and Chief Commercial Officer of Dell EMC. A $90B+ revenue commercial sales engine. He spent a decade selling into the EXACT customer profile that Project Matador needs as tenants: Fortune 500 and federal. He also led ops through the Dell take-private LBO and the $67B EMC integration, so he knows what it looks like to run a large industrial business under capital and time pressure. This guy doesn't sit on the Board of a $3B company for fun. He owns the permanent CEO search. And the CEO search is already running. Per Haas on this morning's call: Anna Bofa, Co-President. Google to early Dropbox to early Pinterest to Global Head of Product Programs at Meta to Co-founder of Crate AI. That resume tells you ONE thing very clearly: she has working relationships inside the hyperscaler product orgs that decide WHERE compute capacity gets sited. The single most important deal Fermi needs to close in the near term is a binding hyperscaler tenant. She owns that interface. Jacobo Ortiz Blanes, Co-President. Former COO of Fermi since inception. He's the institutional memory carrier and the day-to-day operational owner. The construction milestone list (11+ miles of perimeter fencing, 5 miles of high-pressure gas pipeline, 7 miles of water distribution, 86 MW of Xcel power brought on site, Siemens SGT-800 gensets in customs, GE 6B Frame turbines refurbishing in Houston, F-class 1.1 GW combined-cycle scheduled for Q3) is what he is delivering quarter over quarter. Larry Kellerman, Head of Power. 40+ years in power. Former Partner at Goldman Sachs, where he built the firm's on-balance-sheet power generation business and led the Cogentrix Energy acquisition. Former CEO of Atlantic Power & Utilities AND Quantum Utility Generation. Founding President of Citizens Power. Architect of Fermi's 17 GW power plan from day one. He owns first power, the pending 5 GW air permit, and the infrastructure partnerships. Rob Masson, Interim CFO. Career public-company CFO at Hypertherm, Latham, Noble Supply. 13 years at Raytheon in operational finance before that. Naval aviator, Naval Academy, Harvard MBA. He owns working capital, project finance, and audit-ready reporting through the buildout. Mesut Uzman, Head of Nuclear. 6+ years at the Emirates Nuclear Energy Corporation. One of the few teams on Earth with actual hands-on AP1000-era new-build experience. He owns the 4.4 GW nuclear leg, which as we just walked through is the largest piece of long-term value in the entire equity story. Rick Perry, Co-Founder and Director. Former U.S. Energy Secretary. Former Governor of Texas. He kept his Board seat through the reset. He owns the political and regulatory channel into the Nuclear Regulatory Commission, TCEQ, ERCOT, DOE, and the Trump-administration energy team. The Nuclear Regulatory Commission NEPA pilot designation and the DOE Office of Energy Dominance financing track that management referenced on the call are early public proof points of how much that channel is worth. That's seven unambiguous owners. Seven individually credible track records that map directly onto the work that has to be done. It is the difference between a founder-led venture project and an institutional public-company operating team. It is the bridge between APLD's $13B certainty and FRMI's $3.65B optionality. Every single one of these people saw the same balance sheet, the same litigation, the same 40% activist block, the same broken share-price chart. They took the job anyway. That tells you something. If they execute, this name does not stay at current prices for long. The 90-Day Clock Chairman Haas closed today's call by laying out the management priorities in plain language. Five items. Each one is individually a stock-moving catalyst: Attracting premier tenants who recognize the unique value of the platform. Building the best private power grid on the planet, in close collaboration with suppliers and partners. Ensuring sufficient capital to support liquidity needs. Accelerating strategic partnerships in both power and data centers. Investing in the people and talent pipeline, including key leadership additions. I read this as a 90-day catalyst window. Why? Because the commercial momentum is already there, and the team is publicly committing to delivering inside it. Per Co-President Bofa: And this one, which I think is the single most important quote from the entire call for the catalyst case: Remember what happened to APLD after the CoreWeave lease in 2024. Within months, the stock 5x'd from pre-announcement levels. That single print took APLD from speculative microcap to institutional REIT in the market's eyes. That same kind of print is what Fermi management is publicly working toward. The team that Marius Haas and Anna Bofa now lead was specifically reconstituted to close exactly that gap. If they sign one tenant, FRMI is APLD-mid-2024 with a bigger asset and a deeper pipeline. If they sign two, it is a different conversation entirely. The window matters. Hyperscaler agreements at this scale, once they get close, are pre-announced as the share price moves. You don't get to wait for the actual print. The asymmetry compresses fast. The Math One more number that should be permanently lodged in your head. APLD's realized contracted lease value is approximately $25M per MW of IT load. Use that as your peg. A single 1 GW lease at FRMI on those economics = roughly $25 BILLION of contracted backlog. For perspective: that is comparable to APLD's ENTIRE current $23B+ contracted portfolio. Built over three landmark hyperscaler deals across 2024-2026. FRMI prints that in one signing event. From a $3.65B starting market cap. The market reaction would not be subtle. It would not be slow. It would not be polite. And that is just from a single gigawatt. FRMI is built to lease 11 GW of gas plus 4.4 GW of nuclear on top. This is what asymmetric setup actually means. The Risks (Real Ones) I'm not pretending this is risk-free. The bear case is real. No tenant signed yet. Until that happens, this is still pre-revenue and dependent on continued capital access. The entire thesis ultimately rests on a binding lease being signed. Capex per MW is roughly 2x APLD's. Vertical integration captures more margin per MW but costs more capital per MW. Total project cost per integrated MW runs $15-25M against $8-12M for data-center-only. A full 17 GW buildout will require $50-100B of cumulative capex over a decade. Time-to-first-revenue is 2-3x longer. APLD energized its first 100 MW within 12-14 months of groundbreaking. Fermi's first 2.2 GW of gas is arriving on site now, but the nuclear leg is a multi-year endeavor. Hyperscaler patience matters. Governance overhang. Neugebauer's 40% block and his wrongful-termination lawsuit are a live dispute. Sale-process forcing risk is real. That said, the Board has been firm. Haas on the call: 'A forced sale at this moment is not in the best interest of the long-term shareholders, especially with anchor tenant negotiations advancing and our financing structure intact...we're not going to be stampeded into a short-sighted decision.' Single-site concentration. FRMI's asset is one campus. APLD has three sites in two states. A single missed milestone at Project Matador affects the entire asset. On the flip side, Texas Tech publicly reaffirmed its support on today's call, so the ground-lease overhang from Q4 has been materially de-risked. Industry inexperience. No one on the current operating team has previously run a data center business. Hyperscaler customer relationships are being built from scratch through Bofa and Haas's networks. APLD has three years of operating-execution track record that FRMI does not. None of those break the asset. None of them break the playbook. APLD has already proved the playbook works. The real question is whether this specific team can execute it. That is the trade. And I think the team is good enough to clear it. Why I'm Positioning Now Let me bring it all together. APLD ran this playbook and returned 736% over twelve months. The trade is publicly proven. The buyer pool is hungry. The contract template is standardized. The financing architecture is documented. FRMI is selling the same product, into the same buyers, with a bigger and more vertically integrated asset, on more aggressive permits, at a fraction of APLD's market cap. The April reset was the unlock. The post-IPO implosion was a credibility crisis, not an asset crisis. The new team maps directly onto the catalysts. The catalyst window has been publicly committed. And per Co-President Jacobo Ortiz Blanes today, the operational side is ready: The only missing piece is one signed lease. When that print comes, the asymmetry compresses immediately. You don't get to wait. You don't get to think about it. You don't get to read the press release and then back up the truck at $9. You position before the catalysts, not after. I'd rather be a few weeks too early than one day too late. I'm long FRMI. Sizing accordingly. Have a great day. submitted by /u/fixthesystem55 [link] [comments]
reddit · mention · 0.75
Could Bitcoin Correct Before the Next Big Rally?
2026-05-13T19:06:20+00:00
So at the moment BTC is being rejected at a large resistance trendline, and we are hovering just underneath the important $84k S/R zone. We have seen a significant recovery from the Feb lows and we are now in a level of congestion where sellers are beginning to come into the market. As long as BTC is underneath this red resistance trendline and $84k area, I think a short-term pullback/consolidation from here is on the cards. Although if we manage to breakthrough this resistance zone and flip the $84k level support, that could lead to a potential new rally towards new ATH's. Key level to keep an eye on for now, as rejection could cool the market in the short term, although a breakthrough would be bullish for all of crypto. submitted by /u/UniChartz [link] [comments]
reddit · primary_subject · 0.85
KuCoin AMA With NEXST
2026-05-13T10:58:46+00:00
Join the KuCoin AMA With NEXST , 15,000 NXT to Give Away! ⏰ Date: 10:00 AM on May 15, 2026 (UTC) 📍 AMA Venue 🎉 Pre-AMA Campaign: 5,250 NXT (70 winners) Participate in tasks on Gleam ! 🗣 Free-ask Section (Main Group): 375 NXT (5 winners) Send your questions during the AMA for a chance to win. 🗣 Community Voice: 375 NXT (5 winners) Drop your questions in KuCoin Exchange or KuCoin Discord Community and fill out this form . 🔥 React King: 1,500 NXT (20 winners) React to messages during the AMA session and compete for rewards. 🤑 Flash Mini-Games: 1,500 NXT (20 winners) Stay tuned for exciting mini-games and surprise rewards after the AMA session. 📝 Post-AMA Quiz: 6,000 NXT (80 winners) A recap will be published after the event. Read it and answer the quiz questions correctly to win. Sign up on KuCoin to receive the rewards. #KuCoinAMA_NXT submitted by /u/DS_Soul [link] [comments]
reddit · mention · 0.85
NEXO has been quietly holding structure while BTC grinds higher. Worth watching.
2026-05-12T12:39:47+00:00
Most people aren't paying attention to NEXO right now because BTC is getting all the headlines. But the daily chart has been telling an interesting story. After the brutal flush to the $0.65 area in February with massive volume, price snapped back hard and has been building structure ever since. The $0.803 horizontal support level that everyone was worried about got tested, held, and is now sitting well below current price. Right now NEXO is oscillating between the mid and upper Bollinger Band at $0.906 and $0.926 respectively. Price is at $0.915, RSI neutral around 53-54. It's range-bound but range-bound at the high end of the recent recovery, not at the lows. That's a different picture from three months ago. Key levels are at $0.90, then $0.88 mid-BB, then $0.87. Resistance at around $0.93, then $0.96. The setup I'm watching is whether price can break and hold above $0.93 with conviction. If BTC continues grinding higher toward 84K, NEXO tends to follow with a lag. Alts that have been building structure quietly during BTC's rally tend to move fast once BTC stabilizes. I've been accumulating at these levels and holding on Nexo. The fundamentals haven't, price has just been compressing. Is anyone else building a position here for any other alts or waiting for BTC to confirm first? submitted by /u/Fit-Poet6736 [link] [comments]
reddit · primary_subject · 0.85
$LUR momentum is accelerating - and Lumera Health is entering its next phase. Don't miss out. - LURhub + LumaNodes™ Ecosystem
2026-05-12T06:24:15+00:00
LUR is being positioned as a next-generation healthcare utility asset powering a growing ecosystem of real-world healthcare infrastructure, AI services, validator participation, rewards, and enterprise software. At the core of the ecosystem is a powerful shift: a healthcare-focused digital asset designed not simply for speculation, but for real utility across products, services, infrastructure, and network participation. And now the ecosystem is expanding rapidly. 🚀 LOCK™ Medical Wallet Beta Release arrives May 28, 2026 on the App Store & Google Play. A next-generation self-custodial medical wallet powered by Lumera Arc™ infrastructure featuring: - patient-owned medical records - AI-powered insights curated across your full health history - instant secure sharing with granular consent controls - blockchain-verified audit trails - native LUR integration for rewards, access, ecosystem participation, and healthcare utility Beyond MVP, it’s becoming a real healthcare operating layer. $LUR is now live for early ecosystem participants as Lumera expands the world's first certified healthcare data infrastructure layer (HDIL). Built for the providers, builders, and patients shaping the future of healthcare. Join the movement powering the most vital industry on earth and the #1 healthcare-focused token. 🔥 LURhub + LumaNodes™ Ecosystem LUR was engineered as the operational utility layer powering the broader Lumera ecosystem. The token is designed to support: - healthcare ecosystem rewards - validator participation - AI-powered infrastructure access - enterprise healthcare software - patient incentives - secure network operations - and accepted payments across Lumera products and services LURhub unlocks: - ecosystem rewards - full token platform services - vesting and lock tracking - LUR Legion community PROMOS - community status levels LumaNodes™ introduce the validator infrastructure layer behind the network: - simple deployment - infrastructure participation - validator rewards - long-term ecosystem alignment The network is designed with a limited validator structure and long-duration ecosystem architecture. 📈 Ecosystem Momentum - Strong TGE launch performance - CoinMarketCap verified circulating supply - CertiK audited + KYC verified - Chainforce audited tokenomics - Expanding exchange presence - Growing healthcare + Web3 visibility - Multiple live products and infrastructure deployments - Certfied/validated/Patent-pending tech 🏥 Why Lumera Is Different Lumera combines: - healthcare infrastructure - AI - enterprise SaaS - identity trust systems - and blockchain validation architecture into one unified ecosystem. The platform includes: - LOCK™ Medical Wallet - LUUM™ Productivity Suite - TRACE™ Engine - Lumera Arc™ Infrastructure - LumaNodes™ validator network This is healthcare infrastructure built for real-world deployment — not simply a token attached to an idea. 🔗 Ecosystem Links (Join and Follow us) LBANK: https://www .lbank .com/trade/lur_usdt/ Website: https://lumerahealth .ai/ X: https://x.com/LURbyLumera CoinMarketCap: https://coinmarketcap .com/currencies/lumera-health/ Telegram: @Lumeraofficial Healthcare infrastructure is evolving. Lumera is building the trust, identity, AI, payment, and utility layer powering what comes next. submitted by /u/Sicknvell [link] [comments]
reddit · primary_subject · 0.85
How can someone find the next sndk?
2026-05-10T23:01:24+00:00
This isn’t about nvidia who is the father of ai chip money printer. I’m talking about the side stories like lite and sndk Without being a troll can someone come up with a way to find other such side stories ? Literally writing this thinking of using chatgpt in research mode but I don’t have the full version A smart guy said you there is a path to follow It’s hardware software then distribution and application The next layer is going to be networks. I’m skeptical though since we have huge throughput via fiber already. Any thoughts on the next 10x or 50x? submitted by /u/goldtank123 [link] [comments]
reddit · primary_subject · 0.75
run through these questions before next week
2026-05-10T21:24:47+00:00
the best investors are able to eliminate bias from their process. Is it a bubble because you were not long? Or are you not long because its a bubble? “This market is being irrational and will end poorly”. Is that because you see others winning? Maybe you are winning too but others are winning more so it must end poorly? “the war will cause a global recession”. When else did you hear this? Tarrifs? Covid? Ukraine? “its already gone up a lot, its due for a pullback”. Take a second to review past market winners that went up 10x and then 10x again over a multi year period. Its not about where it came from, but where its going to go. Are posts where someone says something remotely positive about stocks getting more negative feedback or vice versa? IF THIS POST PISSES YOU OFF, ITS MORE IMPORTANT THAT YOU TAKE A SECOND TO REFLECT ON YOUR BIAS. I DONT MAKE THE RULES! submitted by /u/proctu [link] [comments]
reddit · primary_subject · 0.85
SNDK less gamma squeeze incoming now => next target $ 1749
2026-05-10T12:09:44+00:00
next target $ 1749" title="SNDK less gamma squeeze incoming now => next target $ 1749" /> submitted by /u/BottleInevitable7278 [link] [comments]
reddit · mention · 0.85
So if you missed the big Intel and AMD run, what’s your next move? What are you buying or are you holding?
2026-05-09T20:40:05+00:00
So if you missed the big Intel and AMD run, what’s your next move? What are you buying or holding? Last week was a wild run up of AMD, which I didn’t expect the stock results. Intel saw some positive movement. DRAM which has been getting mentioned quite a bit has been on a run. It seems as if a lot of the obvious plays are already to the moon. Is there more room to grow, or will we see a downturn? Economy is hit or mess depending on who you ask. Hot for AI, yet Whirlpool (WHR) says the are experiencing a recession level decline. Are you buying into strength? Waiting on the sidelines or rotating in a different sector all together. submitted by /u/acap0 [link] [comments]
reddit · primary_subject · 0.85
WDC will run higher next!!! FU Money!
2026-05-09T13:29:47+00:00
I have been totally blown away that I managed to hit these memory stocks like they are the fucking lottery ticket I have always dreamed could happen. I was looking at my plays and the dates and how they have ran one after another and definitely think Wdc will run up higher next. I had planned to buy 100 more shares of MU but this week it totally blew its wad so I just put more money into etfs. For those without big money these etfs are printing machines. EWY, SNDU has been great for me and now I'm in Stxx and will buy into Dram and WDCX Monday. MUU is up way too much for me which is why I was considering more MU. Point is regards buy the etfs for the same exposure. Smci took money from me with their bullshit but when they bottomed their etf -Smcx dropped to 6, I bought a 1000 shares and its making me my money back. They say don't hold etfs but I am holding and don't care because I am making a million this year no matter what! Not financial advice just throwing it out that those who can't afford to buy stocks at 1500 a share can still make some big money because these guys are way far from finished. I see Sndk to 2000 and split next earnings. MU to a 1000 and hopefully split and WDC to 750. submitted by /u/StrawberryOk8459 [link] [comments]
reddit · primary_subject · 0.75
Is MRVL the next MU?
2026-05-08T15:44:16+00:00
I got in MU at ~$100 last May and the stock was just flat for awhile. So I sold it for a small profit then fortunately, I was reasonable enough to get back in at 180. I did the same with MRVL at 80, sold when it was just sitting there doing nothing. When it went 40% up, I got back in (dumb, but still within reasons), so if you bought this stock, what are your thesis and convictions? I did some research and it sounds pretty convincing to me. But I'm not a tech person so I'm hoping someone can tell me what your thoughts on this one? I have a small portion and am practicing more patience this time. submitted by /u/mindtwistingdonut [link] [comments]
reddit · primary_subject · 0.75
Will u be buying Cerebras when it ipo next week?
2026-05-08T12:55:16+00:00
Cerebras Systems (CBRS) is set to go public on the Nasdaq around May 14, 2026 , aiming to raise up to $3.5 billion at a valuation of approximately $26–$40 billion. The AI chipmaker is offering 28 million shares priced between $115–$125, driven by massive demand for its wafer-scale engines. AI chipmaker Cerebras has signed a deal with OpenAI to deliver 750 megawatts of computing power through 2028, according to a blog post Wednesday by the maker of ChatGPT. The arrangement is worth over $10 billion, according to people close to the company. https://www.cnbc.com/amp/2026/01/14/cerebras-scores-openai-deal-worth-over-10-billion.html In january The Information reported that OpenAI has agreed to spend more than US$20 billion over three years on servers powered by Cerebras chips, exceeding an earlier deal. The move comes as it seeks more computing power for AI inference. Cerebras is an AI chip startup based in Sunnyvale, California. The arrangement could give OpenAI warrants for a minority stake that may rise to 10% if spending reaches US$30 billion. OpenAI has also agreed to provide about US$1 billion to help fund data centers, the report said. They sold 10% stake for 30b of business and 1b upfront by what I can see submitted by /u/According_Pickle954 [link] [comments]
reddit · primary_subject · 0.85
Harmonic Drive Systems/Robotics: The Next Big Thing?
2026-05-08T09:27:33+00:00
I believe that, with the help of AI, robotics will become a major focus in the future. Both humanoid robots (a new trend) and industrial, household, and service robots could be the next big thing. Unfortunately, of course, it’s hard to know which developer will ultimately prevail (there are many small-cap companies), which is why I’ve been keeping an eye on Harmonic Drive Systems for some time now. They’re an established company that manufactures drive solutions for all of the sectors mentioned above. They’re involved in everything from medicine to aerospace to automation. The stock price has been climbing steeply for the past six months, which is why I couldn’t wait any longer and decided to buy yesterday. What do you think of the company? submitted by /u/CrayonConnaisseur [link] [comments]
reddit · primary_subject · 0.85
Yesterday SILEX Microsystems IPOed and did a 115% first day - is this the next Sivers Semiconductors?
2026-05-08T07:42:10+00:00
Sorry for the very long post, but there's a lot to be said from yesterdays IPO... The strongest bull case for Silex Microsystems is not that it is "another semiconductor company" - it is that it combines several of the exact ingredients that created the explosive rerating in Sivers Semiconductors, but arguably with stronger industrial fundamentals and higher barriers to entry. 1. Silex sits directly inside multiple megatrends at once Silex manufactures MEMS (Micro-Electro-Mechanical Systems), which are critical components in: AI infrastructure Sensors Autonomous vehicles Medical devices Industrial automation Advanced smartphones Defense and aerospace IoT and edge computing The company itself highlights AI, 5G, IoT, automation, and autonomous driving as structural growth drivers. That matters because the market increasingly rewards semiconductor companies exposed to “infrastructure bottlenecks” of the AI era. Sivers exploded because investors suddenly realized photonics and optical connectivity are becoming essential for AI datacenters. Silex has a similar positioning: instead of optical interconnects, it owns a key layer of advanced sensor and MEMS manufacturing capability. The market often massively rerates companies once investors realize: 2. Silex has one of the most valuable business models in semiconductors: the foundry model This is probably the single most important point. Silex is not mainly betting on one product. It is a pure-play MEMS foundry. That means customers design chips and Silex manufactures them. This is strategically similar to why: TSMC became one of the world’s most valuable semiconductor companies foundries often achieve stronger long-term defensibility than product-only chip companies The advantages are enormous: customers become deeply integrated switching costs are very high manufacturing know-how compounds over time IP protection and process quality create moats scale advantages increase over time capacity becomes scarce during industry booms Silex describes itself as: That is an extremely powerful positioning if true at scale. Sivers, meanwhile, is still largely valued on future expectations around photonics adoption and partnerships. Silex may eventually get a higher quality multiple because foundries often deserve structurally higher valuation durability than component vendors. 3. The barriers to entry are enormous A lot of investors underestimate this. Anyone can design a chip startup. Very few companies can: manufacture advanced MEMS reliably maintain yield quality protect customer IP scale production operate advanced semiconductor fabs in Europe Silex has spent roughly 25 years building this capability. This creates a classic asymmetric setup: if demand explodes, Silex already owns the infrastructure competitors cannot quickly replicate it That is exactly the kind of setup markets aggressively rerate once institutional investors discover it. 4. Europe desperately wants semiconductor sovereignty This is another major hidden tailwind. Europe has become strategically dependent on Asian semiconductor manufacturing. Companies with: advanced fabs European production specialized semiconductor processes have become geopolitically important. Silex has: Swedish manufacturing advanced semiconductor capability exposure to strategic industries This may eventually attract: government support strategic partnerships premium valuations acquisition interest from larger global semiconductor players The market increasingly values “strategic infrastructure” semiconductor assets. 5. The Sivers comparison is psychologically important This part matters more than many investors realize. Markets move on narratives. Sivers created a new mental model in Sweden: After Sivers ran over 1,500% in months, investors are now actively searching for: “the next Sivers” underfollowed semiconductor infrastructure companies AI-adjacent hardware plays companies with asymmetric upside narratives Silex fits that pattern extremely well: Swedish advanced semiconductors high-tech manufacturing global niche leadership AI exposure scarce asset misunderstood by general investors That narrative similarity alone can attract massive speculative capital. 6. The IPO reaction may signal institutional scarcity Silex’s debut was explosive: valuation jumped toward SEK 20 billion shares surged over 100% on debut That kind of move often indicates: institutions wanted larger allocations float may be tight demand exceeded supply investors perceive strategic scarcity value The exact same dynamic amplified Sivers. When a stock has: strong narrative low float institutional demand retail momentum AI connection moves can become nonlinear. 7. The strongest bull case: Silex could become “infrastructure for the infrastructure” This is the deepest long-term thesis. AI growth is not just about GPUs. AI scaling requires: sensors precision manufacturing MEMS edge devices robotics autonomous systems medical diagnostics industrial automation MEMS are becoming part of the physical-world interface layer for AI systems. If AI expands into robotics and autonomous hardware at scale, MEMS demand could structurally accelerate for years. That would potentially make Silex: That is exactly the kind of narrative that can drive huge reratings. But there are major risks too A balanced analysis is important. Silex could still fail to become “the next Sivers” because: the IPO valuation may already price in huge growth semiconductor cycles are volatile capacity expansion is expensive execution risk is real foundry margins can compress MEMS may not get the same hype premium photonics received market enthusiasm could cool quickly And importantly: Sivers itself has been criticized as partly narrative-driven and speculative. So investors should separate: industrial quality from short-term stock momentum. Final conclusion The reason many investors may start viewing Silex Microsystems as “the next Sivers Semiconductors” is because it combines: AI exposure semiconductor scarcity European strategic importance advanced manufacturing infrastructure positioning high barriers to entry strong growth trends limited listed peers strong narrative potential institutional ownership credibility from Bure and Creades But the truly important distinction is this: Sivers became a market phenomenon largely because investors suddenly realized photonics could become essential to AI datacenters. Silex could potentially become even more strategically important if MEMS manufacturing becomes a critical enabling layer for the next wave of: robotics autonomous systems industrial AI edge intelligence smart sensing infrastructure. That is the real long-term bull case. DISCLAIMER: THIS IS NOT INVESTING ADVICE - DO YOUR OWN RESEARCH - THIS IS JUST MY POINT OF VIEW. submitted by /u/rampante19 [link] [comments]
reddit · primary_subject · 0.85
Yesterday SILEX Microsystems IPO'd and did a 113% first day - is this the next Sivers Semiconductors and how does it compare?
2026-05-08T07:38:06+00:00
The strongest bull case for Silex Microsystems is not that it is "another semiconductor company" - it is that it combines several of the exact ingredients that created the explosive rerating in Sivers Semiconductors, but arguably with stronger industrial fundamentals and higher barriers to entry. The reason many investors may start viewing Silex Microsystems as “the next Sivers Semiconductors” is because it combines: AI exposure semiconductor scarcity European strategic importance advanced manufacturing infrastructure positioning high barriers to entry strong growth trends limited listed peers strong narrative potential institutional ownership credibility from Bure and Creades But the truly important distinction is this: Sivers became a market phenomenon largely because investors suddenly realized photonics could become essential to AI datacenters. Silex could potentially become even more strategically important if MEMS manufacturing becomes a critical enabling layer for the next wave of: robotics autonomous systems industrial AI edge intelligence smart sensing infrastructure. That is the real long-term bull case. DISCLAIMER: THIS IS NOT INVESTING ADVICE - DO YOUR OWN RESEARCH - THIS IS JUST MY POINT OF VIEW submitted by /u/rampante19 [link] [comments]
reddit · mention · 0.85
BTC Finally Breaks Multi-Month Channel Resistance — Is $86K Next?
2026-05-07T08:28:11+00:00
https://preview.redd.it/h3ax0naneozg1.png?width=1793&format=png&auto=webp&s=f03c1d2ff07959c90717583436c8970ae3eade3a https://coinmarketcap.com/currencies/bitcoin/ Bitcoin has finally pushed above the upper boundary of the ascending channel that has been respected for months on the daily timeframe. What stands out here is how many times this trendline acted as resistance before finally breaking. Instead of immediate rejection, BTC is now attempting to hold above the breakout zone around $80K-$81K, which is an important sign of strength. The structure still looks bullish overall, with higher lows continuing to form since February. If the breakout sustains, the next major resistance levels are around $86K, followed by the $89K-$94K region. The key thing to watch now is whether previous resistance successfully flips into support. That usually determines whether a breakout becomes a continuation move or a fakeout. NFA | DYOR submitted by /u/Least_Weird1228 [link] [comments]
reddit · primary_subject · 0.85
What is the next Sandisk?
2026-05-07T02:49:08+00:00
Anyone who has bought and held SNDK in the last months or years has made money! For some, it has been and continues to be a life changing investment. Let’s enjoy the profits ( for those taking profits in part of whole) and position for the next move. So what are your candidate stocks for similar future gain? For me, I think energy and drones will be the next big thing. My top candidate stocks are AMPX and DGXX respectively. Please share yours. submitted by /u/throwaway_11372 [link] [comments]
reddit · mention · 0.75
My god, has it been 5 years? Those poor bagholders. Earnings coming up next!
2026-05-07T00:32:56+00:00
submitted by /u/Your_Local_Tuba [link] [comments]
reddit · primary_subject · 0.85
$NNE nuclear’s revival and the next bottleneck AI play
2026-05-06T16:03:30+00:00
Got flamed in my previous post premarket. We up 20 over % right now on stocks. This is just the beginning. Momentum like LITE will come to play. All the more better if war goes on, this is essentially also a hedge on war TLDR: buy small modular reactor companies, they’ll be the next to moon $NNE $SMR $OKLO As more and more AI related plays are mooning, I was trying to find the next bottleneck in the AI pipeline. Yes energy is not a new bottleneck and nuclear alr had its run up. But look at the chart you grayons, nuclear is lower than its all time high and it is lagging behind other ai mooners like memory. Why is this the case you may ask? Well nuclear plays will only realise itself once the energy for these data centers are actually built, up until that point, hyperscalars and big tech will scramble because of their energy bottleneck. I give this 3-5 years before this actually starts happening. When that happens it will be too late as these nuclear plays will alr mooned sufficiently for u paper handed bitches to enter. Only those balls deep regards diamond handers will dare to join big tech and their plays. $SMR AND $ NNE is where it at. Why these two and not $OKLO? Frankly, IDK I see market cap and I prefer small caps that has asymmetric bets. Frankly $OKLO is also asymmetric given my conviction in nuclear, but Im too poor and this is all I can afford, so I’d rather have a more asymmetric play since the risk are all the same. Why nuclear? Specifically, these are small modular reactor companies. These will provide centralise energy to all the future ai data centers that will be built. Yes u can say that these centers might not eventually be built, but lets look at the facts… ur semis, chip manufacturers and mmr plays all mooned before these are even built. Big tech has alr started building their ai specialized data centers because of deep pockets. When these builds are midway through completion, the markets will leave you behind. Now what about space datacenters narrative. Look here palm beach pete, the bearer to entranve for space related stuff is alr so high and expensive, any development there is in the realms of experimentation. Investors and stakeholders are looking for immediate results, which directly translates to hyperscalars building datacenters traditionally first. Ofc these will be fueled by ur good old friend oil, but theres only so much oil in circulation and there are reasons why these nuclear companies alr have multi million dollar contracts with these SMR plays. Frankly speaking, I didnt do any research on this. All I did was understood that energy is an unresolved bottleneck and I saw that $NNE had some MOU with smci. Other than that, I only knew about $SMR and $OKLO doing small modular reactors so I just yoloed into the smallets caps where it matters For what its worth, stock only goes up and oil is limited. I dont understand small modular reactors and so do you… neither does big tech. Ok see you when this shit gives me my 10 bagger submitted by /u/wendys-member [link] [comments]
reddit · comparison · 0.85
$MBLY 100k Bet, INTC Own Them. Robotics Could Be Next 🤖 Musk & Jenson See the TAM far Greater than Ai/LLM.
2026-05-06T13:36:20+00:00
Elon Musk has been banging on the table about Robotics, Jensen Huang views robotics as the next massive growth Frontier after Ai, which will integrate into every industry. Jenson recent said "billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories." "Everything that moves will be robotic someday, and it will be soon." Musk has repeatedly called Optimus (and humanoid robotics) potentially "the biggest product ever," bigger than Tesla's vehicle business. There a three companies right now that are barely being discussed (We're only talking about the less known, obviously Tesla is one). $MBLY - Left for dead chip stock, current partnership and support from $INTC which is solely focused on Robotics, Humanoid Robotics and Autonomous Driving. Recently beat earnings, issued a share buyback and has sold over 200m chips. https://preview.redd.it/z9ho4hphsizg1.png?width=262&format=png&auto=webp&s=ec429a33b256b7d53038966f254f1283d658b98e Names like $AMD and $QCOM are not focused on the "eyes" of robotics, more so the "brains". As Robotics begin to pick up we'll likely see huge contracts emerging and these names becoming leaders of the next theme. Physical Ai. All the charts are setup In nice daily patterns with their first leg away from lows. Call options are cheap, the potential risk to reward here on what is said to be a larger TAM than Ai/LLM is a no brainer fat pitch. Worth a position IMO. submitted by /u/Stonkgang_ [link] [comments]
reddit · primary_subject · 0.75
I think Corsair will do really well on their next earnings report and just put all my savings on them. Is this the play?
2026-05-06T04:09:41+00:00
submitted by /u/AlexHoger [link] [comments]
reddit · primary_subject · 0.75
Market rally will keep going into next year, says Yardeni Research’s Ed Yardeni
2026-05-05T19:53:00+00:00
Ed Yardeni, president of Yardeni Research, projects the current market rally will persist into 2026 and 2027, driven by a "Roaring 2020s" scenario of strong corporate earnings, AI-driven productivity, and economic resilience. He anticipates the S&P 500 will continue to hit record highs, forecasting continued expansion as earnings grow. 2026 Outlook: Yardeni sees 2026 as another positive year for the market, with expectations of continued double-digit growth in earnings and potential double-digit returns for the S&P 500. Yardeni's analysis suggests that fears of a major market crash are less likely, as the "earnings hook" (rising analyst estimates) and technological productivity gains continue to drive the market forward. Ed Yardeni specifically identified Monday, March 30, 2026, as the market bottom for the year. submitted by /u/Guy_PCS [link] [comments]
reddit · mention · 0.85
27M, starting to invest for the next 20-25 years. Thinking of NBIS and RKLB.
2026-05-05T15:21:50+00:00
Recently got interested in investing and realised how much I have missed out on gains. I am turning 28 years old in the next few months, based in Europe and currently am in a situation for the next 2 years where I can invest around $1100-1500 per month using IBKR. I’ve already set up an emergency fund and saved up for an apartment. Low-risk investing is covered by my pension funds etc. so I am thinking of using the next 2 years as my most aggressive/risky years but also keeping in mind that the only individual stocks I’d pick would be stocks that I’d hold for at least 2 years and possibly even 20-25 years. I’ll be investing for the next 20-25 years or more and the approach I am currently thinking of consists of just the S&P500 and I am also thinking of putting around $1000 into both RKLB and NBIS and just let that sit for a while and see where it goes which begs the question whether that is worth it at all. I’m sitting on around $5000 to deploy immediately. What I am thinking is wait for a small dip in RKLB or NBIS and invest $1000 each and the rest to S&P500. After the initial lump sum the monthly amount of $1100-1500 all into S&P500 for the next 2 years. After the 2 years I’ll probably stop contributing to S&P500 and just let that sit for the remainder of the time (18 - 23 years) and start contributing to VWCE for those 18-23 years. What do you think? Any advice/thoughts appreciated. Feel free to start a discussion around any individual stock picks you’re thinking of today, especially any that you plan to hold for a long time. submitted by /u/ChronicIer [link] [comments]
reddit · primary_subject · 0.85
FIG YOLO - 1M Position, 25% Short Interest, May 4th 2026, Earnings Next Week
2026-05-04T20:12:59+00:00
Figma is too good of a product to still have 25% of the shares short, even after the move off the bottom. Earnings are next Thursday. I expect a beat and a reacceleration in revenue growth, driven by token sales from Figma Make. I think the market is underestimating this. They’re emerging as a meaningful token seller, a tier below players like Anthropic and OpenAi My Position is 50,185 shares at $16.82 submitted by /u/Diligent-Plane-2640 [link] [comments]
reddit · primary_subject · 0.75
GRPN: It's the next CAR
2026-05-04T15:09:20+00:00
Groupon is a company that has been around for a while. The person who runs the company is named Dusan Senkypl. He is a private equity operator who personally backed an $80 million rights offering at $11.30 a share about 17 months ago. He and his chief financial officer own 35% of the company's equity. The company has a things going for it that people are not paying attention to. They have a $250 million buyback plan. They also have a stake in a European payments business called SumUp which's worth around $170 million to Groupon. They have a lot of people betting against them with short interest at 53% of the free float. This is an interesting situation. The company's stock is trading at $17. It could be worth a lot more. The chief executive officer has targets for the stock price that go all the way up to $82. This is a setup like CAR. Options are still cheap. It's already starting to take off. My Position is in options going from 17 to 25 as they are around a buck submitted by /u/adoptedschitt [link] [comments]
reddit · primary_subject · 0.75
Xerox might be the next meme stock to runup
2026-05-02T17:43:50+00:00
TLDR: Xerox has a massive meme potential and you all know what that means As a gen X, I guarantee that we have all been there acting all regarded by the Xerox at some point in our lives, just like the boomers before us. This stock has nostalgic support form all generations, from boomers and all the way to alpha, though probably for different reasons. We all want it to succeed for the meme and for making us some money, as well as their effort to sell IP which some might find valuable right now and it contributes to improved margins. So far I have a tiny position in May $3, but I am looking to add more as the stock moves, and funnily enough there are not enough high strikes for this stonk currently available, since I would go as far up and out as I can to get the same cost. Here is to the stonk moving up and higher strikes being rolled out. https://preview.redd.it/c5ww8hg9mjyg1.png?width=749&format=png&auto=webp&s=92d9316e4ca865c3d70c7314a8a7fb11ec9e36eb submitted by /u/value1024 [link] [comments]
reddit · primary_subject · 0.85
Diginex nicht mehr gelistet bei TR?
2026-05-02T13:13:23+00:00
Moin, habe heute mal ins Depot geschaut und festgestellt, dass Diginex nicht mehr bei TR gelistet wird. Oder liegt das jetzt nur an dem Reverse Split und ist nächste Woche wieder gelistet? Ich gehe schon davon aus, dass das mein erster Totalverlust sein wird 🥲 submitted by /u/Formal-Cut6166 [link] [comments]
reddit · primary_subject · 0.75
IONQ earnings next week: growth story or quantum bubble?
2026-05-02T12:45:02+00:00
IONQ reports Q1 2026 earnings after market close on May 6. Quick facts: IONQ did $130M revenue in 2025, up 202% YoY. For Q1 2026, management guided $48M–$51M revenue. For full-year 2026, guidance is $225M–$245M. The company ended 2025 with about $3.3B in cash and investments. But it is still not profitable. So the question is simple: Is IONQ becoming the first real quantum growth story, or is the stock already pricing in too much future hype? submitted by /u/Willing_Somewhere356 [link] [comments]
reddit · comparison · 0.85
Google is going to add Apple 2025 financials in the next 2 years?
2026-05-02T11:35:48+00:00
On the earnings call Google shared they were going to recognize over 50% of their $462 billion dollar backlog in the next 24 months. That would make Google cloud operation have $310 billion of revenue in 2 years. The current margins for their cloud business is 33%. But increasing. The backlog for Google includes both cloud and chips so think a 40% margin is reasonable. That would give Google $124 billion of new earnings. Apple in 2025 made $117 billion or actually LESS than the size of Google's cloud business in 2 years. Why is nobody talking about this? What do I have wrong here? submitted by /u/bartturner [link] [comments]