Black Monday confirmed

Bought $MRLN at $7 sold at $8.30, felt like a genius but now feeling like I may have pulled the trigger to early. Interested to see how it unfolds tomorrow. Short interest is high, could follow through

1. Physical ai/robotics expected to grow exponentially. 2. CMOS/CIS is at MINIMUM 10x cheaper than LiDAR and in most use cases more than capable. 3. $SONY makes up over 40% of the CMOS/CIS market and has highest gross revenue and profits margins.

$RXRX is about to catch fire here

People are overrating LiDAR and $OUST use case and underestimating CMOS and $SONY use case. LiDAR is too costly and power hungry to be sensible for most applications.

If there’s one stock that has the potential to pull a 20-30x in the robotics sector it’s gotta be $MCRP. Under $100m market cap. Praised and partnered with $NVDA plus other high profile companies like $OUST. High risk high reward but looks good from these levels

$ATII/Forge Nano positioned for this

Forge Nano/ $ATII recently announced the opening of an office in Taiwan for AI driven photonics and manufacturing. With $NVDA pumping these kind of numbers into the ecosystem and $ATII targeted mc of only $1.2-$1.6B… seems like the perfect recipe for a parabolic come up.

$ASTS closes the day up 9.99%. 999 is an angel number signifying the end of one cycle and beginning another. I predict that the next cycle brings us to new highs.

Battery stocks about to catch a bid? $QS $AMPX

Just had a friend who’s never invested in his 34 years of life text me and say he’s selling his truck, trailer and RV to invest in $SPCX with the hope of turning his $20k into $200k within a year. 😂

With robotics/humanoids theme in the near future I don’t see how $QS isn’t on everyone’s radar for a battery play beyond EV. SSB are much safer and less prone to overheat than lithium ion batteries. Saftey will be a major concern as the line between humans and robots are blurred

I think $SONY is a sleeper for the robotics theme. Physical AI joint venture with $TSM to develop next gen image sensors. Sony has decades of experience in this field and has remained relatively flat for the last 25 years. Giving strong $INTC vibes

$NKE bottom confirmed

$RKLB awesome reaction to earnings and imo a preview what is coming for $ASTS on Tuesday. You have record short interest in ASTS (65M shares short , 26%-33% depending on float) as hedge funds listen to failed consultant Tim Farroff. Compare this to RKLB short interest of 5.5%. Shorts have actually bought into the bears' narrative that once Blue Origin was grounded that ASTS is stuck. The narrative is SpaceX won't launch ASTS since they are the main competitor in D2D, ASTS sats won't fit into a falcon 9 faring, production is having severe bottlenecks that aren't resolving, Rakuten dumped a little over half their position because they see problems, Amazon entered the D2D space, etc. To quote Elon after reading Tim Farroff, "Pretty much everything is wrong in this article." $ASTS is setup for what could be one of the greatest short squeezes we've seen since the summer of 2024. *NFA

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$QS: Q1 Biz update summary - Eagle Line fully installed and operational: producing initial QSE-5 cells, with AI models integrated into the line driving measurable improvements in cell quality and reliability - Q2 ramp planned: QSE-5 production scaling to support customer programs across automotive and other applications - First ecosystem customer billings ever recorded: Murata and Corning are investing in QS-proprietary hardware, which is now generating actual cash - Shipped cells to a JDA automotive OEM partner for testing: two active JDAs with Top-10 global OEMs - Completed technology evaluation with a third Top-10 global OEM: passed competitive benchmarking vs. other solid-state approaches; now moving into joint development - APositioning solid-state battery for in-rack energy storage in 800V DC data center architecture; explicit callout of compute density advantage - Added Dr. Ross Niebergall (L3Harris/Raytheon vet) to the board and Dr. Mark Maybury (former USAF Chief Scientist, now Lockheed Martin VP) to the advisory board - Graphite-free architecture = defense supply chain angle. No China-sourced graphite, which is a real differentiator for DoD procurement - $904.7M liquidity — strong runway, no dilution needed near-term - Adj. EBITDA loss of $63.2M — in line with guidance; burn improving YoY ($64.6M in Q1 2025) - Customer billings of $11M — mix of development fees and ecosystem partner payments

He has risen. All hail Jesus Christ, King of kings. Happy Easter ✝️

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After the recent price drop in $NTDOY it seems like a no brainer at these levels. They are starting to finally expand their IPs beyond gaming, with the Mario movie releasing this year, Zelda next year and the opening of two theme parks I don’t see how it doesn’t climb back to ATH