CEO Andreas Schwer says BAE Systems plc has entered into a formal agreement to use its command and control module on all future counter drone systems.
$EOS.AX is currently in advanced negotiations with all GCC members for counter drone systems.
youtu.be/jCIA_g8-yBw?is=tu95…
$EOS.AX confirms that subsidiary MARSS signs £370 million contract for nationwide counter-drone defence of Kuwait.
A$700M contract gets announced, and apparently it's Kuwait.
I imagine this will lead to more customers in the Middle East being signed up.
Jobs in the UK and greater integration with the Bundeswehr in Lithuania.
Stock still trading under A$10 👀
EOS.AX
Mother of God we just blasted through $64 and already up over 10% 🙌🥳🚀
I'm holding this is just the start, shorts have almost 7 days to cover and $ASTS is going global 🌍
At some point $ASTS will stop consolidating, it's going to test your patience but when you hold and it starts to break out—it's going to be worth it 😉
ALT $ASTS this is what a stock looks like before a massive breakout 🥳🙌🚀
At some point $ASTS will stop consolidating, it's going to test your patience but when you hold and it starts to break out—it's going to be worth it 😉
ALT $ASTS this is what a stock looks like before a massive breakout 🥳🙌🚀
$ASTS is currently trading at $57
The sum is its parts are with more and even a takeover bid wouldn't be accepted at twice this valuation.
NFA
$GOOG is now a frontier model
Should hit May's ATH of $400 in October
lol
Even Canada and Australia want to join the EU, fucking pommies... iTs ToO EaRLy To cAll a ReFErenDum cause We STill HaZ PtSD FrOm tHe LaSt One 😭
Citadel derisk their portfolio after the stocks had gone up over 75% from where the bought it.
Cue another selloff, Ken Griffin announces today to clients that they have unwound more than 80% of the SA portfolio and after today's extended selloff they must have reached 100%
$CRDO trading at $208 today
MARKET CAP:
$CRDO $38.8B
$ALAB $61.5B
GAAP Net Income:
$CREDO $169.1M
$ALAB $80.3M
Non-GAAP Net Income:
$CRDO $226.7M
$ALAB $80.3M
The $57M difference is because $CRDO paid millions in stock to its engineers
$CRDO is seriously undervalued
$CRDO keeps selling off and I think it is one of the most misunderstood reactions in the market right now. Look at what this company actually proved and why the path from here is bigger than people realize.
What they just delivered:
Full year revenue: $1.34 billion. Up 205%.
Full year net income: $472 million. Up over 800%.
Q4 revenue: $437 million. Up 157% year over year. Gross margin: 68%.
Operating margin: 49.6%.
Cash on hand: $1.4 billion.
Those are software margins on hardware that sits inside the backbone of every AI cluster on earth.
What they guided for next:
Fiscal 2027 revenue growth: over 80%.
Optical products alone: more than $600 million.
That is acceleration on top of a year where revenue already tripled.
What the analysts did:
Roth raised target to $300. Jefferies raised to $270. 18 analysts. Strong Buy. Zero sells.
So what did Credo actually prove? That AI connectivity demand is real, durable, and accelerating. That they can scale revenue triple digits while expanding margins.
That the optical ramp is just beginning. And that they can do all of it profitably with a fortress balance sheet.
Now the path to $100 billion:
Today: $43 billion market cap.
Credo makes the high speed copper and optical interconnects that connect AI clusters at up to 1.6T.
As clusters scale from tens of thousands to hundreds of thousands of GPUs the connectivity dollars per cluster explode. The optical TAM alone is heading toward $154 billion by 2028.
Run it forward:
80% plus growth continuing.
Optical scaling from $600 million toward billions.
Revenue heading toward $4 to $5 billion within a few years.
At the multiple the market gives a profitable hypergrowth AI infrastructure leader, that is a clear path to $100 billion.
They are already a third of the way there and the fastest growing piece has barely started.
The selloff is just expectations resetting after a huge run. The business could not be executing better.
he is referring to your statement about AI agents talking about humans behind their backs and then setting up the church of Molt or whatever and becoming Crustafarians, he is saying it's just humans trolling.
it is quite hilarious though 😂
