VSAT (Viasat, Inc.) is a global leader in satellite communications technology, providing end-to-end broadband solutions across the aviation, maritime, fixed broadband, government/defense SATCOM, and advanced technology sectors. With strong vertical integration capabilities and high-throughput satellite systems such as ViaSat-3, the company is a key supplier of satellite communications for the U.S. defense and commercial space sectors. Revenue: Q4 $1.17B, up 2% year-over-year; Full Year $4.64B, up 3% year-over-year, reaching a record high. Adjusted EBITDA: Q4 $370M (down 1% year-over-year); Full Year $1.55B, remaining at a high level. Net Income: Q4 $58.8M (compared to a loss of $246M in the prior-year period); full-year net loss narrowed significantly to $34M. Free Cash Flow: Q4 $24M; full-year nearly $600M (positive cash flow for five consecutive quarters). Backlog: A record $4.1B, up 15% year-over-year; full-year new contract awards totaled $4.93B. Other: Capital expenditures of $298M (up 20%, allocated to the ViaSat-3 system); net debt-to-EBITDA ratio improved to 3.1x; liquidity remains ample. Defense/Government Business (Core Growth Engine): Record new contract awards; projects such as PTSG are coming online, providing stable, high-value revenue. Mobile Business (Aviation/Maritime “Fuel”): Number of aircraft in service in the aviation sector up 10%; commercial aviation backlog reaches 1,000 aircraft; maritime NexusWave continues to expand, becoming a core driver of future volume growth. Operational Efficiency: Consistent positive free cash flow, optimized debt ratios, and significant cost control achievements support financial stability despite high capital expenditures, providing a solid foundation for the large-scale deployment of ViaSat-3. Short-term target price (weeks to months): $80–$95 Future fair value (12–24 months): $110–$130 #VSAT #Viasat #SatelliteCommunications #DefenseSat #ViaSat3 #SpaceTech #GovernmentSATCOM

Most people only start talking about a stock *after* it already exploded. Inside my private group, members get the full setup *before* the move happens. Today’s alert: $C *** Expected intraday volatility: 10%–40% Inside the group, I share: • Entry zones • Stop-loss levels •#Stocks #StockMarket #StockTrading #AIStocks #NVDA #Semiconductors #PLTR #FedWatch #SmallCaps

Most people only start talking about a stock *after* it already exploded. Inside my private group, members get the full setup *before* the move happens. Today’s alert: $C *** Expected intraday volatility: 10%–40% Inside the group, I share: • Entry zones • Stop-loss levels •#Stocks #StockMarket #StockTrading #AIStocks #NVDA #Semiconductors #PLTR #FedWatch #SmallCaps

$ALOY (REalloys Inc.) is a company focused on a vertically integrated supply chain for rare earth metals and permanent magnets in North America, covering the entire value chain from mining and recycling to oxide production, metallization, alloying, and magnet manufacturing. It primarily serves protected markets such as U.S. defense, electric vehicles (EVs), robotics, and critical infrastructure. Through innovative processes (such as hydrofluoric acid-free fluorination technology) and strategic partnerships, the company is accelerating its “mine-to-magnet” localization strategy. As an early-stage company, ALOY does not provide traditional quantitative revenue guidance; however, through a series of milestone achievements and partnership agreements, it has substantially reinforced and raised market expectations regarding its 2026–2027 production capacity, supply chain security, and commercialization path on multiple occasions. In every major announcement, the company’s management has demonstrated strong confidence, emphasizing the on-schedule advancement of the construction of the largest non-China heavy rare earth metallization facility. The company has secured key raw material supplies to ensure the establishment of critical production capacity before the 2027 U.S. defense-related compliance deadline. Q1 2026 results showed early-stage revenue slightly exceeding expectations, while financing and measures to address market concerns have further bolstered confidence in execution. Revenue: Approximately $0.71 million, exceeding analyst expectations ($0.60 million), with contributions from early-stage rare earth products and the platform becoming evident. Losses were primarily non-cash: The net loss of $106.7 million was mainly driven by one-time/non-cash items such as $81.8 million in stock-based compensation, while core operating cash burn remained under control. Balance Sheet Optimization: Through a $50M oversubscribed equity offering (net $46.8M), cash increased to approximately $50M, eliminating “going concern” concerns and providing a solid buffer for capacity expansion. Operational Progress: Full financing secured for the construction of the heavy rare earth metallization facility, successful validation of the HF-free innovative process, and the execution of multiple long-term offtake agreements demonstrate strong execution capabilities. Positive Catalysts Building on Each Other (Repeatedly Raising Expectations) Technology and Capacity Upgrades: Announced the construction of the largest heavy rare earth metallization facility outside of China (expected to commence production in early to mid-2027) and showcased an innovative HF-free process, significantly enhancing cost and environmental competitiveness. Supply Chain Secured: A 15-year offtake agreement with Critical Metals (covering 15% of Tanbreez’s output), an 80% supply guarantee through the SRC partnership, and an MOU with Ramaco, among others, have repeatedly expanded raw material security and strengthened the path to defense compliance by 2027. Government and Defense Endorsement: Advancing defense-grade material certification, securing DLA contract support, and appointing defense industry veterans to the advisory board, all of which align closely with U.S. supply chain localization policies. Capital Market Recognition: Inclusion in the Russell 3000 (effective June 29) and “Buy” ratings initiated by Needham and other institutions (target price $19–$35) continue to boost visibility and liquidity In every announcement, management has emphasized that the company is “progressing on schedule,” “far exceeding market expectations,” and that “the 2027 milestone is highly certain.” Successful fundraising coupled with the resolution of market concerns, the rapid implementation of offtake agreements, and the validation of innovative processes are highly consistent with previous guidance, demonstrating strong execution and strategic clarity. The company has rapidly transitioned from early-stage development to the capacity-building and commercial contract phases, and management’s confidence has been met with multiple rounds of positive market feedback. Overall Recommendation: We are positively bullish on ALOY’s strategic position in the restructuring of the domestic rare earth supply chain. Suitable for investors with a high risk tolerance, focusing on catalyst-driven upside. Build a small position and continuously monitor the progress of capacity deployment and government contracts. #ALOY #NVDA #ORCL #SMCI #TSLA #AAPL #MSFT

Most people only start talking about a stock *after* it already exploded. Inside my private group, members get the full setup *before* the move happens. Today’s alert: $C *** Expected intraday volatility: 10%–40% Inside the group, I share: • Entry zones • Stop-loss levels •#Stocks #StockMarket #StockTrading #AIStocks #NVDA #Semiconductors #PLTR #FedWatch #SmallCaps

$STAK Inc. is a China-based holding company (listed on Nasdaq) primarily engaged in the R&D, manufacturing, and sales of specialized oilfield production and maintenance equipment. Its core products include oilfield vehicles—such as oil pump trucks, workover rigs, fracturing trucks, cleaning/wax-removal trucks, and boiler trucks—as well as specialized equipment and components for well servicing, fracturing, cleaning, pumping, and steam generation. While its legacy business focuses on the oil and gas sector, the company has recently expanded into new areas, including new energy vehicle (NEV) products, and has most recently pivoted toward distributed power solutions for AI data centers. $STAK debuted on Nasdaq around February 2025 with an IPO price of approximately $4. It is classified as a micro-cap stock, with a public float of roughly 19.2 million shares and a market capitalization in the $95 million to $100 million range. The company operates via a holding structure with primary manufacturing bases in China and plans to establish a U.S. subsidiary to capture North American market opportunities. The primary catalyst for the recent surge is the combination of business transformation and the AI ​​theme: the company announced plans to develop modular gas-fired power generation systems—capable of delivering up to 1.4 MW per container—specifically for AI data centers and other high-energy-consumption applications through a proposed U.S. subsidiary (in which it holds a 60% stake). This MOU has attracted significant market attention, tapping into the trending topic of power shortages for AI computing infrastructure. Accelerated expansion of the NEV business, with growth in product portfolios and intellectual property. A rebound in traditional demand for oilfield equipment, coupled with signals of a localization strategy in the U.S. Strategic advantage through business diversification: expanding from traditional oilfield equipment into NEVs and AI power solutions to capture opportunities in multiple long-term growth sectors. Alignment with the "AI Energy" theme: modular, rapidly deployable gas-fired power systems directly address the explosive power demand of AI data centers. Policy and geographic advantages: plans to establish operations in the U.S. (incorporated in Delaware, operating in Texas) position the company to benefit from North American investments in energy and data center infrastructure. Low base, high elasticity: given its micro-cap status, any substantial orders or progress could trigger a significant market revaluation. Technical expertise: established manufacturing experience in specialized vehicles and energy equipment provides a foundation for expanding into distributed power systems. STAK is one of the most active small-cap stocks of 2026, exhibiting extreme volatility and explosive growth potential: Year-to-date (YTD) gains exceed 1,185%–1,316%, vastly outperforming the broader market. Gains over the past year: Approximately 188%–208%. Recent performance: Multiple double-digit gains occurred between June 8 and 9 (with intraday swings peaking between 17% and 50%); the stock hit a high of $8.30, with a 52-week range of $0.29–$8.80. Trading volume has surged recently, often accompanied by trading halts. The stock price has staged a massive rally—multiplying dozens of times—from its early-year low (around $0.29), a classic example of explosive movement driven by "low-priced stock status" combined with "thematic catalysts." Positive future outlook: The power supply gap for AI data centers continues to widen; if the U.S. subsidiary successfully launches operations and secures necessary permits (such as from the EPA), the company is poised to enter a high-growth market. In the medium to long term, a three-pronged growth strategy—oilfield services, new energy, and AI-related power solutions—is expected to drive revenue expansion and improved profitability. Policy support for domestic energy solutions will provide further tailwinds. Short-term target price: $9–$13 #STAK #NUVL #ALHC #INHD #MARA #GLXY

$TYOYY 13.88% Many members of my team have already implemented my latest investment strategy and have achieved remarkable results. Missed out this time? Don't worry. Please visit my profile, add me on WhatsApp, and send me a message. I will then invite you to join my exclusive group. In this group, I share carefully curated stock investment recommendations every day—each backed by clear, sound logic. If you are looking to sharpen your decision-making skills and stay ahead of the curve in the market, this is the perfect place to start your journey. #POET #Stock #StockMarket #StockTrading #AIStocks #NVDA #AVGO #PLTR #FedWatch #RiskOn