$PL 0.39 Noisy

Notable posts

• @StockSavvyShay bullish 3480 eng

  THE FUTURE IS ON SALE RIGHT NOW Drawdown from highs: • $OKLO −76% • $NVTS −63% • $CRWV −60% • $ASTS −58% • $IONQ −57% • $PL −57% • $AAOI −56% • $RKLB −55% • $IREN −54% • $ONDS −53% • $TE −51% • $OUST −42% • $ARM −42% • $BE −39% • $NBIS −38%

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• @StockSavvyShay neutral 3410 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $51 • $NBIS $177 • $CIFR $17 • $CRWV $100 AI Power • $EOSE $7 • $BE $237 • $NVTS $22 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $408 • $ASML $1,618 • $MU $730 AI Applications • $PLTR $129 • $NOW $109 • $CRWD $598 • $SNOW $181 AI Connectivity • $AVGO $377 • $ALAB $305 • $CRDO $195 • $MRVL $236 Space • $RKLB $106 • $ASTS $89 • $PL $31 • $BKSY $32 Quantum • $IONQ $52 • $RGTI $15 • $QBTS $20 • $INFQ $13 Drones • $ONDS $10 • $AVAV $175 • $KTOS $52 • $UMAC $24 Nuclear • $OKLO $50 • $UUUU $12 • $GEV $906 • $LEU $151 Photonics • $AAOI $164 • $LITE $698 • $COHR $283 • $AEHR $76 CPU Bottleneck • $AMD $383 • $INTC $91 • $ARM $299 • $AMKR $57 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $394

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• @StockSavvyShay neutral 1430 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $31 • $NBIS $160 • $CIFR $17 • $CRWV $67 AI Power • $EOSE $3 • $BE $192 • $NVTS $8 • $VRT $245 AI Connectivity • $AVGO $368 • $ALAB $251 • $CRDO $183 • $MRVL $168 AI Hardware • $NVDA $190 • $TSM $377 • $ASML $1,713 • $MU $672 AI Applications • $PLTR $131 • $NOW $101 • $CRWD $196 • $SNOW $259 Physical AI • $TSLA $369 • $AMZN $245 • $GOOGL $335 • $VPG $84 Space • $RKLB $56 • $ASTS $47 • $PL $20 • $RDW $8 Quantum • $IONQ $26 • $RGTI $13 • $QBTS $16 • $INFQ $8 Drones • $ONDS $6 • $AVAV $99 • $KTOS $42 • $MRCY $92 Nuclear • $OKLO $33 • $UUUU $8 • $GEV $906 • $LEU $132 Photonics • $AAOI $87 • $LITE $636 • $COHR $311 • $AEHR $66 CPU Bottleneck • $AMD $467 • $INTC $88 • $ARM $242 • $AMKR $57

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• @StockSavvyShay neutral 1400 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $90 • $PL $32 • $RDW $12 Quantum • $IONQ $55 • $RGTI $19 • $QBTS $20 • $INFQ $13 Drones • $ONDS $9 • $AVAV $169 • $KTOS $52 • $MRCY $104 Nuclear • $OKLO $50 • $UUUU $15 • $GEV $906 • $LEU $182 Photonics • $AAOI $160 • $LITE $825 • $COHR $369 • $AEHR $110 CPU Bottleneck • $AMD $512 • $INTC $125 • $ARM $420 • $AMKR $83 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $397 AI Utilities • $IREN $56 • $NBIS $206 • $CIFR $17 • $CRWV $111 AI Power • $EOSE $7 • $BE $265 • $NVTS $24 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $437 • $ASML $1,732 • $MU $1,013 AI Applications • $PLTR $121 • $NOW $95 • $CRWD $624 • $SNOW $181 AI Connectivity • $AVGO $368 • $ALAB $372 • $CRDO $262 • $MRVL $292

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• @StockSavvyShay bullish 1299 eng

  HOW THE SPACE BIG 4 STACK UP 1. $SPCX (The Backbone of Orbit) • 3-year revenue CAGR 67% trading at 120x 2029 net income • Handles ~90% of global payload mass to orbit with 10.3M Starlink subscribers across 160+ countries 2. $RKLB (Vertically Integrated Defense Prime) • 3-year revenue CAGR 30% trading at 80x 2029 net income • Second-most-launched US rocket operator with 50+ successful Electron flights & $2.2B contracted backlog 3. $ASTS (Tower in the Sky) • 3-year revenue CAGR 156% trading at 11x 2029 net income • Nearly 60 MNO partners covering 3B+ subscribers targeting ~45 BlueBird satellites in orbit by EOY 4. $PL (Eyes From Above) • 3-year revenue CAGR 25% trading at 105x 2029 net income • Daily imaging of Earth's entire landmass with a $900M backlog & 116% net dollar retention

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• @StockSavvyShay bearish 1253 eng

  GROWTH STOCKS HAVE BEEN CRUSHED FROM RECENT HIGHS • $EOSE -82% • $OKLO -77% • $NVTS -66% • $ORCL -65% • $CRWV -61% • $IONQ -60% • $PL -60% • $HIMS -59% • $ASTS -58% • $TE -58% • $RKLB -57% • $AAOI -55% • $IREN -52% • $ONDS -44% • $SPCX -43% • $PLTR -41%

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• @StockSavvyShay mixed 1147 eng

  Right now the space names are in the hangover phase from the $SPCX halo effect where investors who chased the move are taking profits and rotating elsewhere. This has caused a major pullback across the whole bucket in the past month: • $RKLB -46% • $PL -50% • $ASTS -52% • $BKSY -53% • $RDW -59% • $FLY -59% • $LUNR -60% I think this is just the space trade moving from excitement-driven multiple expansion into a more selective phase. The hype trade is cooling off but the long-term theme is still intact and next leg will be led by the companies that can prove real execution beyond the SpaceX halo.

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• @StockSavvyShay neutral 1113 eng

  What $10,000 became over the last two years: • $SNDK $604,690 • $RKLB $247,990 • $BE $246,020 • $RGTI $236,090 • $AXTI $225,670 • $QBTS $224,130 • $AAOI $188,820 • $PL $158,090 • $ONDS $156,280 • $NBIS $142,550 • $EOSE $108,460 • $ASTS $92,390 • $MU $81,340

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