EOS Energy & Fluence 아이디어 (미국 ESS, 전력 인프라, AI 수요 테마) 1.투자 요약 - 공통 배경 AI 데이터센터와 전력 인프라 수요가 동시에 커지면서, 미국 안에서 에너지 저장 장치(ESS)를 빨리 깔아야 하는 압력이 높아지고 있다. 동시에 미국은 중국산 ESS·배터리에 관세, 보조금 제한 등을

$KTOS | 𝐊𝐫𝐚𝐭𝐨𝐬 𝐃𝐞𝐟𝐞𝐧𝐬𝐞 (KTOS): Raymond James raises 𝐏𝐓 𝐭𝐨 $𝟗𝟕 (from $80), keeps 𝐒𝐭𝐫𝐨𝐧𝐠 𝐁𝐮𝐲 — cites 𝐫𝐞𝐜𝐨𝐫𝐝 𝐛𝐚𝐜𝐤𝐥𝐨𝐠 𝐚𝐧𝐝 𝐦𝐮𝐥𝐭𝐢-𝐲𝐞𝐚𝐫 𝐠𝐫𝐨𝐰𝐭𝐡 𝐯𝐢𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐲 Analyst sees multi-year growth visibility supported by record

$GLW 코닝은 정말... 대단하다 globenewswire.com/news-release/2… Ensurge(OSE: ENSU)와 코닝(Corning Incorporated, NYSE: GLW)이 Ensurge의 전고체 마이크로 배터리를 공동 개발하기 위한 협약을 발표 코닝의 리본 세라믹(Ribbon Ceramic) 재료 및 공정 기술을 Ensurge의 전고체 마이크로 배터리 아키텍처와

$BROS: A Rebel Yell When Most Comps Have Gone To...

$AFRM Citi AFRM posted another all-around beat in FY1Q with strong profitability (4.23% RLTC) and GMV growth (42% Y/Y) that was driven by its 0% APR product, the Affirm card, and its expanding PSP partnerships. As a result, management raised FY26 GMV and operating margin

$EOSE this is really starting to look like $BE did a few months ago before they signed their first hyperscaler deal with $ORCL that setup a 500%+ move. I was long BE and still am but now with much less size. A lot of the money from BE proceeds has moved to EOSE and they are now

The 5 themes for AI in 2026-2028: -Power is the biggest bottleneck rn -Lots of changes are happening in cooling due to GPU TDP going up and Megawatt class racks -Shortages in PCB manufacturing for GPUs/ASICs -Optics is exploding as we go from 100MW to 1GW+ DCs

$ASTS: 🚨 ROTH CAPITAL PARTNERS UPGRADES AST SPACEMOBILE PRICE TARGET TO $82.50 FROM $56 AND REITERATES BUY RATING The firm says the company's Q3 report came with $1B of future revenue commitments, a fully funded constellation of up to 100 satellites, and construction and launch

$RKLB Rocket Lab USA Delivers Record Rev and GMs and Added 17 Electron Launch Contracts; Neutron Pushes to 1Q as Mgmt Prioritizes Mission Success

$ASTS: 🚨B RILEY REITERATES AST SPACEMOBILE $95 PRICE TARGET AND BUY RATING ASTS Surpasses $1B Committed Revenue Threshold, Eyes AI Engine to Allocate Power and Spectrum, Increasing Constellation Capacity Buy-rated AST SpaceMobile (ASTS, $95 PT) reported 3Q25 results,

What it feels like to report a Lemonade Car claim. Pick a recommended repair shop and get a tow dispatched in seconds.

GEN Z’S NEW CAREER PLAN: SERVE THE 0.01% Megayachts. Dog poop. NDAs. Welcome to Gen Z’s version of job security. Across New York, LA, Dubai, and the Hamptons, twenty-somethings are ditching spreadsheets for silver service - swapping cubicles for private jets and corporate

$ASTS: ROTH CAPITAL PARTNERS RAISES AST SPACEMOBILE PRICE TARGET TO $82.50 FROM $56, REITERATES BUY - $1 BILLION OF COMMITMENTS & FULLY FUNDED 3Q25 results were highlighted by $1B of future revenue commitments, a fully funded constellation of up to 100 satellites, and

$ASTS: DEUTSCHE BANK RAISES AST SPACEMOBILE PRICE TARGET TO $81 FROM $59, MAINTAINS BUY RATING "However, what's been overlooked is that SpaceX's willingness to pay $22B for spectrum is a testament to the size of the TAM both companies are targeting. Furthermore, an additional

$ASTS: Bank of America research reiterates $85 PT and Neutral Rating

I was told to write a thread on $ASTS AI orchestration. I could do that. Or I could write a thread of the threads already written on this subject and present an entire web of info? 🕸️🐈‍⬛ Yes SpaceMob saw this coming. 1/

$RBLX $3B in incremental high margin ad revenues in 2027. got it.

$HOOD Robinhood was involved in two fireside chats today. Steven Quirk @ Wolfe Wealth Symposium NEW ACCOUNTS Custodial and trust accounts will be delivered next year. Mutual funds, fixed income, and more account types (like corporate) will be delivered in 1.5 years. Related,

$ASTS Bloomberg Intelligence projects major upside from satellite-to-phone connectivity. By 2031, Verizon, AT&T & T-Mobile could generate over $4B in combined satellite revenue, assuming a $10 monthly fee for non-premium users.

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