Yesterday I dropped the full $RKLB pre-earnings breakdown. If you missed it, here's the 60-second version: → Revenue expected ~$177M (beat last Q) → 69% EPS beat potential → $1.3B in SDA defense contracts → Neutron timeline update coming → HASTE hypersonic mission

$NVDA just posted $68B in revenue. $78B guidance. AI infrastructure spend is accelerating. But nobody on FinX is connecting the dots to where the NEXT wave of AI dollars flows. Trump just announced a $1 TRILLION defense budget. Space Force funding up 40%. "Golden Dome"

$EOSE TANKING 💀💀 Not one I’ve paid much attention to, but I know there was a lot of bulls on FinX. Double miss by far. Absolutely being massacred right now. Will be interesting to hear the earnings call.

Why is $QBTS up despite a double miss?

$RKLB reports Q4 earnings TONIGHT after close. The bull case in 5 numbers: 1. Revenue expected $178M - 34% YoY growth 2. Prediction markets pricing 82% beat probability 3. $1.3B in SDA defense contracts secured 4. 21 Electron launches last year - record 5. Stock at $70 vs

$RKLB just reported Q4 earnings. They didn’t just beat — they set RECORDS across the board. The numbers: 1.Q4 Revenue: $180M — RECORD quarter (beat the $178M estimate) 2.Full Year Revenue: $602M — RECORD annual revenue 3.Annual Growth: 38% YoY 4.Backlog: $1.85B — up 73% from

$RKLB just reported. ✅ Record Q4 revenue: $180M (beat) ✅ Full year: $602M (+38% YoY) ✅ Backlog: $1.85B (+73% YoY) ✅ Q1 guide: $185-200M (massive) ✅ $816M SDA prime contract secured ❌ Neutron delayed to Q4 2026 (tank test failure) ❌ GAAP margin guide steps back to

There's a biotech stock up 372% this year that everyone on FinX is calling the next big thing. $9.8 BILLION market cap. $113 million in revenue. Negative free cash flow of $342 million. And insiders just sold $1 million in shares. Days before an 18% crash. Tomorrow I'm

ALL OF MY FAVOURITES ARE DUMPING? I don’t care, buy more if you truly believe. $NBIS - AI CLOUD $ONDS - DRONE TECH $RKLB - SPACE $PL - SATELLITE IMAGERY $TE - DOMESTIC US SOLAR $IREN - AI DATACENTERS Fundamentals the same? YEP IM STILL BULLISH

This weekend: Saturday AM → My full $IBRX deep dive drops. Insiders selling. $342M cash burn. 87x price-to-sales. I'm breaking it all down - bull AND bear case. Sunday → Full portfolio update after $RKLB earnings. February was the month everything got tested: → $RKLB

I did call it👀👀 $TE

Good morning. Today I'm publishing the post that's going to make a lot of people very angry. $IBRX - the bull case, the bear case, and what insiders are doing while retail piles in. Dropping in 2 hours. ☕

$IBRX deep dive for everyone just waking up: The drug (ANKTIVA) → Legit. FDA approved. EU approved. 700% revenue growth. The stock → $10B market cap on $113M revenue. 113x price-to-sales. $351M net loss. My take → Real drug. Strong stock. Insiders know it. Full

People keep asking: if not $IBRX, then what? Here's what I own instead of a biotech right now: $RKLB — $602M revenue. $1.85B backlog. 38% growth. 21 consecutive successful launches. Down 30% from highs. Adding. $ONDS — Defense autonomy. Revenue target: $170-180M in 2026. Up

February is done. Here's exactly what happened in my watchlist : $RKLB — Record earnings. $180M Q4 revenue, $1.85B backlog, $816M SDA contract. Neutron delayed to Q4 2026. Stock down 21% from January highs. $ONDS — Up YTD. Defense autonomy play. $170-180M revenue target for

March Week 1. Here's what I'm watching: 📅 Monday — ISM Manufacturing PMI The first read on whether factories are expanding or contracting. Defense spending momentum means this matters for $ONDS and $OSS. 📅 Wednesday — ISM Services PMI + Broadcom earnings Broadcom ($AVGO)

Something I want to say about my $IBRX deep dive yesterday. The strongest bull argument I heard: ANKTIVA's revenue trajectory ($7.6M → $38.3M in four quarters) is one of the fastest drug ramps in biotech history. If they maintain that curve, today's valuation starts to make