Dustin

$ONDS WHY I’M BULLISH ON Q3 AND Q4 Look at the numbers: • Q2 revenue grew 67% sequentially. • 85% organic year-over-year revenue growth. • 33% organic sequential backlog growth. • $757M pro forma backlog. • $270M+ in additional orders since June 30. • $240M+ in Army LUS orders. • $140M combat engineering vehicle program entering Q4 deliveries. Additional catalysts: • $6M+ Air Force contract. • $4.8M Navy ISR contract. • $395M NASA program ceiling. • $500M FEMA counter-drone funding opportunity. • NFL and FIFA counter-drone deployments. 2026 revenue guidance: $525–550M. Management says successful Q4 execution could put ONDS at a $1 BILLION annualized revenue run rate exiting 2026. This isn’t one contract or one opportunity. Revenue growth, organic backlog growth, new orders, and multiple programs entering delivery are all pointing in the same direction. That’s why I believe the guidance is achievable and why I’m increasingly bullish heading into November 12.

Hey @grok, Tomorrow you wake up with $0, no job, no contacts, and you need to make $10,000 online in 30 days. What's your exact strategy? No luck. Just execution.

$IREN Just do a deal with Microsoft for the rest of Childress for $35B, get enough upfront to cover the build and nail these shorts once and for all🤔

$KEEL Ben did a fireside chat in October. I did listen and wasn't that impressed. Need some concrete information on their sites. That's exactly what i don't want to hear on earnings. Should be an Intresting earnings call. Hopefully he is more upfront about their plans and timelines this quarter. Last call was the worst one I've ever heard. They basically said the same stuff with zero updates. However, I do believe much of earnings could be talking about their signed Moses Lake lease?? We shall see. And if Moses Lake economics are good, they will easily replicate that to PA sites very soon.

1/6 $SPCX: the rockets and satellites behind orbital AI compute. 2/6 $VST: nuclear + gas power in the middle of Texas' data center boom. 3/6 $VRT: AI chips run hot. Vertiv keeps them alive. 4/6 $MU: the only American maker of HBM memory. Every AI GPU needs it. 5/6 $ANET: the network fabric connecting AI clusters. 6/6 $CEG: the largest nuclear fleet in America. If you find this information helpful, please like, follow, and share.

1. $APLD (Applied Digital): Q1 FY27 revenue $341.9M (+322%), already bigger than a full year of the old mining business. 1.41 GW leased across five campuses (~$36B base-term rent, up to ~$86B with renewals). ChronoScale also locked a 50 MW Microsoft GB300 deployment and is targeting $1B ARR in 2027. 2. $NBIS (Nebius): Q2 revenue $582M (+454%), AI cloud ~$575M of that. End-June ARR $3.0B (+598%), guiding to $7–9B ARR by year-end 2026. GPU neocloud with real pricing power and customers prepaying the buildout; ~$40B contracted backlog (mostly Microsoft + Meta). 3. $CIFR (Cipher Digital): Just reported first HPC lease revenue. Barber Lake lease doubled to 20 years, contracted revenue lifted to ~$9.1B (+$5.2B AI-lab follow-on). Total contracted revenue now ~$16.6B across three campuses. Pure hyperscale HPC landlord, mining fading fast. 4. $WULF (TeraWulf): Q2 revenue $44.8M, HPC leases already 71% of sales. 102 MW live at Lake Mariner (Google-backed Fluidstack). Anthropic signed for 401 MW on a 20-year lease ($19B, up to ~$33B with extensions) at the Kentucky campus. 5. $KEEL (Keel Infrastructure): Fully exited U.S. mining. Moses Lake, Sharon, and Panther Creek under construction for hyperscalers/AI labs, first data-center revenue targeted for 2027. Strong liquidity (~$819M) and multiple tenants negotiating for each site. Early-stage pure play. 6. $IREN: FY2026 revenue $707M, AI cloud $129M (nearly 8x). $4B+ contracted AI ARR for 2026 capacity, ~$1B already live. Microsoft Horizon 1 delivered; Horizons 2–4 (50 MW GB200 each) due by year-end. Mining hardware out, GPU cloud in. If you agree! Please like, follow, and share.

HEY @grok, I have $100K to invest Analyze the entire U.S. stock market and tell me 3 stocks that could rise 1000% in the next 10 years. No meme stocks. Real business, real revenue.

$NBIS Money managers got cheap from Weak hands . BBIScselling compute at $40 to $50 million per MW idiots not $15 when they announced last quarter earnings. This short-term demand is real. Anthropic lost some money 3rd qrt because it paid $5B/MONTH for short term computing cost. Nebius has mostly short term contracts that are $30-50M/MW rather than $10-20M/MW that long term contracts average. Can’t wait for earnings on November 12!

$BYND any decent numbers and this goes back to its absolute floor of between$0.60 pre split (Big Geysers warrants) and $1.7 pre split (cost of shares awarded for notes in Oct 2025). $18 to $50 is the floor (which sounds ridiculous). Will take any number in that range. If the turnaround continues in the right direction, we should absolutely not be below $30. Sub $30 only makes sense if we are actively deteriorating. Just my opinion...

$KEEL I think the algorithms are waiting till after midterms to turn up. That's the only thing that makes sense. This is absolutely criminal at this point.

1. Alphabet ($GOOGL): 18.5% of the portfolio 2. Palantir Technologies ($PLTR): 15.2% of the portfolio 3. Tesla ($TSLA): 13.7% of the portfolio 4. SoFi Technologies ($SOFI): 10.4% of the portfolio 5. Coinbase ($COIN): 7.3% of the portfolio If you find this information helpful, please like, follow, and share.

1. $SPCX (SpaceX): +7,923% 2. $NVDA (Nvidia): +168% 3. $PLTR (Palantir): +334% 4. $GOOGL (Alphabet): +30% 5. $AMD (AMD): +501% Based on expected 4-year net income growth, includes current fiscal year) Source: average analyst estimates (Bloomberg) If you find this information helpful, please like, follow, and share.