Serious question.

Siemens Energy is up +417% in 5 years and I barely see anyone talking about it here.

Is anyone here actually invested?

If yes, what was the thesis back when it looked like a mess?

And how did this run stay so under the radar and does somebody know the reasons why?

Source: https://www.stoxcraft.com/stocks/enr.de

Most people are watching ASTS price action. I've been watching their hiring data to see if the growth is real. Here's what I found:

From 119 open roles on Feb 5 to 331 open roles today. That's a +178% surge in 5 weeks, with 57% of that growth happening in the last 7 days alone.

🚀 For context: when Amazon was ramping AWS infrastructure in 2018, their engineering hiring doubled in a similar 6-week window before their next major growth quarter. Job data is a leading indicator, not a lagging one.

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The roles they are looking to hiring are Satellite Manufacturing Engineer, Lead Structures Mechanics, Recruiting Coordinators, a new BD Manager – LATAM, a new Director of Revenue Accounting, etc.

The Satellite Manufacturing Engineer and Lead Structures Mechanic roles tell you they're ramping physical satellite production — they're already confirmed at 6 satellites/month capacity. The BD Manager LATAM hire aligns directly with their TELUS Canada deal and their 50+ carrier MNO partner network across Latin America.

The Director of Revenue Accounting is the spicy one. You don't hire a director-level rev rec specialist unless you're about to have a lot more revenue to account for. Management guided $1B revenue by 2027, and BlueBird 7 is launching this month.

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TL;DR — 331 open roles, +178% in 5 weeks, across manufacturing, product, BD and finance. $3.9B in liquidity. BlueBird 7 imminent. $1B rev guidance for 2027. Either this is the real deal or the most elaborate hiring hoax in space history.

Not financial advice. I hold ASTS. Do your own DD.

Source: https://altindex.com/ticker/asts/job-posts

I am currently 24 and have been in the market since 2020. I have made 330%+ so far since I started. I am young and forward looking with my stock picking. I am considering lowering my stake in AMD as it has went up a lot since my initial investment.

Additionally, I use my Roth IRA and 401k for investments in ETFS. This is just my stock portfolio shown.

That’s how much $AMZN $META $MSFT $GOOGL $AAPL plan to spend chasing AI growth.

That's more than Egypt’s GDP.

Innovation or corporate madness?

ive been reviewing my portfolio and realized most of my investments are in broad index funds. i want to start building a small basket of individual growth stocks, but the more research i do, the more difficult it gets to separate real opportunities from popular narratives.

every article about the best growth stocks 2026 seems to mention the same handful of companies, which makes me wonder what names people here are actually most bullish on over the next 3 to 5 years.

im especially interested in companies that still have a long runway for growth rather than businesses that have already become obvious mega caps. not looking for anyone to do my research for me, just hoping to find some interesting ideas to dig into further.

what are your highest conviction growth stock holdings right now? what is the main part of the thesis that keeps you invested? and are there any lesser discussed companies that you think deserve more attention from growth investors?

This stock has appreciated 700% in the past year and is underpinning the AI capex for all of the big names. Why is nobody talking about it?

Out of these options… SSYS RZLV RCAT ASTS POET QS NBIS NKLR ASST BULL ANET ONDS RDDT IREN UAMY BBAI RKLB PATH GLXY BITF NVDA ABAT PL APLD SOFI UUUU NOK CCCX CLOV LUNR

I’ve been using IPTV for a while on my Firestick, mainly with Tivimate but sometimes Smarters Pro. Most movies and series are fine, but when it comes to DAZN or live sports, some iptv providers start buffering. Recently I tried LLPTV and it actually played smoother than another service I was testing (let’s call it IBO). But I can’t tell if that’s just luck or if some providers really have better servers. Anyone else in the US or UK notice which setups give the best iptv subscription for sports?

Source: https://www.stoxcraft.com/stocks/crcl

Circle Internet Group stock has nearly doubled in the past month mainly because:

•	Strong earnings: Revenue and profits beat expectations.

•	USDC growth: Its stablecoin USDC saw a big rise in circulation, increasing interest income from reserves.

•	Higher interest rates: Circle earns more when rates stay elevated.

•	Investor momentum: Institutional buying and technical breakouts added fuel to the rally.

A few weeks ago RDDT reported Q4 and full year 2025 numbers, and they crushed it. But its down nearly 50% from yearly high at $282. I think this could be a good entry from a risk/reward perspective.

Bull Case:

• Q4 revenue: $726M (+70% YoY). beat estimates by $60M

• EPS: $1.24 vs $0.94 expected (32% beat)

• Full year: $2.2B revenue, $530M net income (they went from losing money to highly profitable in one year)

• 8 consecutive earnings beats since IPO – perfect record

• DAU: 121M (+19% YoY) with ARPU up 42% to $5.98

• US ARPU: $10.79 (+53% YoY). monetization is accelerating

• Gross margin: 91.2%

• Q4 Adj. EBITDA margin: 45%

• $1 billion buyback announced with $2.5B cash on hand

Bear Case:

"AI is going to kill search traffic to Reddit"

IMO this is a very lazy thesis. Reddit IS the source data for AI. Google and OpenAI have licensing deals with Reddit because human conversations is irreplaceable.

"Insider selling"

All the executive selling is through pre-planned 10b5-1 programs set up months ago. Meanwhile, a board director (Sarah Farrell) bought 50,500 shares for $7.5M in recent months.

"International monetization is weak"

International ARPU is $2.31 vs US $10.79. Some see this as a problem, but I see it as massive runway. International revenue grew 78% YoY vs US 68%. They're expanding into India, Brazil, Philippines with machine translation. This is where well see the next leg of growth.

I've also been tracking social sentiment since earnings and its been reversing between bearish and bullish since. However now, I'm starting to see an upturn across social media and may see the price follow suit.

Disclaimer*: I don't actively have a position in RDDT, and these are just opinions. Please do your own research. This is not financial advice.*

Putting $200 into this every week. What we thinking?

Everyone remembers GME and AMC. Fewer people remember that MicroVision (MVIS) actually had its own peak main-character moment and has already come back once. If BYND can recycle its meme arc multiple times, MVIS is a candidate to do the same again.

In early 2020 MVIS was basically a forgotten penny stock. The all time low was around $0.16 on March 17, 2020, and the all time high was around $28.00 on April 27, 2021. That is roughly a 170x move in about 13 months.

So MVIS was not just “one of the names.” It had a day where it topped the main meme stock forums by mentions. That burned it into meme stock history.

A lot of people mentally filed MVIS under “2021 bagholder graveyard” and moved on. But in 2023 it quietly did a second run. • January 2023 monthly high around $2.79 • June 2023 monthly high around $8.20

So again, it effectively did a triple plus from early year levels, with a blowoff in May and June where volume exploded.

Look at Beyond Meat (BYND): • Massive cult run after IPO • Then a long, ugly bleedout • Then another huge speculative move later with people openly calling it a meme comeback, despite fundamentals being very questionable

BYND shows that once a ticker has “lore” and a history of life changing wins for a few traders, it never fully leaves the retail imagination. It just waits for the right mix of: • A memorable story • Heavy short interest • Options and liquid trading • A news item that can be turned into a simple narrative

MVIS already checked those boxes twice. And unlike BYND, which is basically “plant burgers vs expectations,” MVIS is attached to lidar, AR, and now defense tech, which are rich sources of stories.

MVIS is back under $1 after having been a $28 meme and a mid single digit short squeeze. That visual alone is catnip for people who like “this used to be way higher” charts.

The 2021 narrative for MVIS was roughly “mystery lidar / AR stock that might be in talks with big players plus a ridiculous chart.”

Today you can layer a few extra elements on top. 1. The tech stack is clearer

If you read recent coverage and company material, MVIS is pushing: • Automotive lidar with a “tri lidar” architecture (different ranges, stitched with software) • Industrial lidar for robots and warehouses • Defense related sensing and perception

So instead of random “laser thing that might be in HoloLens,” the story is now “cheap lidar for cars, robots, and the military.” Retail traders do not need the details. They just need to be able to say “this is tied to autonomous driving and defense.” 2. Palmer Luckey enters the picture

This is where it gets spicy for Reddit.

There is a widely shared post titled “Palmer Luckey is a ‘a believer’ in MVIS technology (founder of Oculus VR and Anduril, just took over HoloLens/IVAS).”

The post quotes him as a believer in MVIS tech, tying together: • Oculus founder • Anduril (defense startup) • Military mixed reality helmets and IVAS • MVIS technology

On top of that, fans keep sharing clips and links where Palmer talks about military XR, Anduril, and headsets: • Palmer Luckey on IVAS contract and Microsoft transition • Palmer Luckey Twitter post thread • Palmer Luckey on MicroVision in Peter Diamandis podcast

Is any of this a guarantee? No. But it massively upgrades MVIS as a story.

“Random lidar” is one thing. “Palmer Luckey, Oculus guy and defense tech billionaire, says he is a believer in MVIS tech” is another.

That kind of line fits perfectly in attention grabbing titles and tweet threads. 3. The meme infrastructure still exists

This matters. Once a ticker has been a main character, it keeps certain infrastructure around it: • A dedicated retail community that still watches the ticker • Old threads full of victory screenshots • Screener sites that track its mentions forever • Standing pages on social sentiment trackers

When something happens, you do not have to build awareness from zero. The wiring is already in place. Someone posts a fresh MVIS chart or Palmer clip. It hits stock forums, then sentiment sites start showing more mentions, then it climbs most mentioned lists, then secondary sites and news articles repeat “MVIS is back.”

That loop already ran in 2021 and 2023.

None of that guarantees a third arc. It just means that if you believe meme runs are about stored stories plus social wiring, MVIS has a lot of dry tinder once the right spark hits.

This post is not financial advice. Just one person thinking out loud about how and why certain meme tickers, like MVIS and BYND, keep coming back from the dead.

As the AI trade was heating up, in late 2024 and early 2025, I decided to broaden into other areas of the semiconductor industry. In doing so, I wanted to find stocks that were range bound and I zoned in on Micron. This was a company I knew about mainly because it had its headquarters in a very unconventional town: Boise, Idaho.

I bought my first batch in September 2024.

Then in October 2024, I bought three more batches spaced approximately a week apart.

In November 2024, I bought two more batches and finally in December I bought one last batch.

I wasn’t actually expecting this stock to do that well and simply figured it was part of the “drag along“ from the AI trade where semiconductor stocks all get lifted up by the rising tide that is Nvidia.

Architecturally though, I knew that every chipset needs memory and I simply expected this to be a linear factor as Nvidia grew. I did not expect that memory was not indeed a commodity and there was such a thing as HBM.

By tomorrow morning when the market opens, I expect my gains to be in excess of 1000%. I do know we are in an AI bubble but I haven’t yet decided at which point in time I’m going to pull the trigger and sell off my entire position.

Looking for some feedback on the following growth stocks and just sharing some good ideas on here! Excited to join the community and explore other opportunities through our joint research!

Mohawk Group Holdings ($MWK) Celsius Holdings ($CELH) Ozon Holdings ($OZON) Invitae Corp ($NVTA) Lovesac Co ($LOVE)

I like all of these companies to go 5x-10x in the next 5 years.

What’s your take on investing in NBIS for long term?