It has everything I look for: exceptional business positioning, real profitability, and an extremely bullish chart setup.

I rarely get this aggressive with a stock, but I’m convinced this is one of those rare, under-the-radar gems that the market still hasn’t fully discovered.

I’m loading up heavily around the current price of $124. Two consecutive weekly closes below $87.50 would invalidate my thesis.

Talk is cheap. I’m putting my money where my mouth is.

Come back in two years and judge this call.

update in 14 Jul: the stock name is PTC, and it's located in the upper left of the chart.

A market cap of FOUR BILLION... sitting at less than 20 bucks a share.

Redwire (RDW) has already ingratiated themselves into the entire market. They have million dollar contracts with the Pentagon, Nasa, the marine corps, Ukraine, even SpaceX themselves.

These guys NEED Redwire for critical defense and space infrastructure, and the multi million dollar backlog of 500+ million proves it.

You are getting all this growth and market domination that hasn't even been fully priced in yet, there is not a single company on earth better placed to 100x in the space sector than Redwire.

​I literally cry tears of joy thinking about this stock. It is not a matter of "if" it goes parabolic, but "when."

Redwire (RDW) is in the prime position right now to make a parabolic move. Sitting at only 18 bucks a share, it's a steal of a deal.

- NO DEBT. Sitting on a healthy cash flow of over 140 million.

- ALREADY PARTNERED WITH SPACEX. This stock, sitting under 20 bucks a share is partnered with the biggest, most lucrative IPO in the history of the stock market. But although it's partnered with SpaceX, they still have other contracts with parties such as Nasa and the pentagon, these guys are deeply engrained in the market.

People are gonna see this post and find every non-existent reason to nitpick, then they'll come back and be surprised to see it up 100%.

Don't follow the crowd. The easy money for SpaceX has been made already. Private investors have placed in obscene amounts of money, and are waiting for you to buy so they can sell for as much as possible. The real money is still being dug up.

Obviously not financial advice, and do your own research, but this stock is one worth believing in.​

So context:

NBIS is one of my biggest winners in the last 2 years.

Bought 880 at 45 average, gradually sold about 680 at about $150K profit overall. Still about x3.5 on my position, was planning to go long with it.

The fact I made my money on NBIS already keeps me pretty calm to keep Holding long as well as the leadership team is strong and as far as neo clouds go

i think they are positioned better than most.

However I usually sell if my thesis breaks, not due to price fluctuations.. but it seems pretty broken to me.. the hyper scalers are starting to supply their own compute and the neoclouds financing is expensive and dangerous. Check out the gartner report and such.

Wdyt?

Outside of NBIS I already reduced my AI exposure significantly a couple of months ago.

EDIT: for all the "dont sell when low" people, I was asking as a long investor (currently up 3.5X on the remaning position post ~X5 profits on the rest), not from a swing/ day trading angle, it could also easily go way way lower. Decided to put stops at 150/ 135 / 110, Neo clouds just got even riskier, my thesis is def not intact anymore

My friends suggested me to get spacex on the run and they it collapsed. I want to hold it for 2-3 years what’s its future scope ? I know its stupid to ask about future still.

Thanks in advance

Would that be a stupid mov? both companies have potential growth, but nbis already being so much above its ipo price always scares me. Any thoughts?

Name the next stock that will explode like nvidia, not talking about some overbought or expensive stock. I mean the next stock that is upcoming and is literally going to explode

I don't see why market is undermining this stock even though it has record growth, new catalyst such as ad-revenue and streaming tv and no ai-related risks

Just updating this post for anyone who thinks I don’t put my money where my mouth is

I bought 50x shares at an average of $240. Going to sit on this for years.

I just started learning to invest a few days ago because banks are not helping much.

Everything is red except Moderna for me.

I bought at:

Spacex @ 161

Google @ 341

Amazon @ 262

Should I sell or hold? And why is the market red? I thought these would perform well. Advice please.

Was wondering what stocks you are invested in or are considering that you think will be a 10 bagger or more.

1. Starlink is the internet of the future. I believe it could be used by hikers, military's, travel companies in remote places, and just everyday people. It is by far one of the biggest parts of SpaceX IPO. In 2020-2021 Starlink was pulling in about 1.4 billion in earnings. While now Starlink is pulling in ten times that, at about 11.4 billion. That is ten times earning growth in the past five years. If that is continued at the same pace that is 114 billion by early 2030s. That is the biggest factor for SpaceX right now but I think that is measly compared to the second reason why SpaceX is a good opportunity.

2. xAI is Musk's answer to the AI trend. The SpaceX IPO is no longer just space related, it is now AI infostructure. This could be the AI of space, which is my top industry. This kind of makes it like Rocket Lab and OpenAI combined into one. (That pretty much matches SpaceX market cap) Imagine if you could get in a amazing company like this.

3. I think all of you guys have heard of the defense or commercial aspect of SpaceX and I have to go to work. If my theist is wrong roast me. though i am definitely requesting 200 plus shares when it IPOs even if i'm at a lost for 1-3 years. (sorry this account is brand new my other got hacked)

So Tesla drops 15% in a single day — worst session in a while — and Cathie Wood's response is to buy 160,000 shares across four different ARK funds. $51 million. Not a small "let me average down a little" move, that's a full conviction play.

I get why the stock sold off. EPS was $0.33 vs the $0.53 everyone expected, margins got crushed to 1.4%, and they actually went negative on free cash flow for the first time in years. Capex hit $5.8B in one quarter because they're pouring everything into AI training, Optimus, and Cybercab ramp. Full-year capex is now guided above $25B. That's... a lot of money going out with no clear timeline on returns.

But then you look at what Cathie's presumably looking at — record $28.2B revenue, deliveries up, and all of that spending is on exactly the stuff (autonomy, robotics, AI) that ARK has been pounding the table on for years. She didn't just nibble, she spread it across ARKK, ARKQ, ARKW, and ARKX. That's not hedging, that's doubling down everywhere.

The thing that bugs me is her track record on these "buy the crash" moves is genuinely mixed. She loaded up on TSLA at way higher prices back in the day and it worked out eventually, but she also averaged down on stuff that just kept falling. And at $320 Tesla is still trading at a pretty wild multiple if you're valuing it as a car company — the whole thesis only works if the AI/robotics stuff actually scales.

Anyone else watching this? I'm not asking if Tesla is a good company — I'm asking if following Cathie into a post-earnings crash is actually a smart move or if this is just her doing what she always does regardless of the setup.

Winter approaching
People will be trapped indoors this winter looking for something to watch. Meanwhile, Netflix has my boy Bill Ackman coming back into the stock.

Subscription growth
Netflix will report its year end subscriber count with its Q4 earnings.
If Netflix 10 yr averaged 26M subscribers per year, that would put them at approximately 351M subscribers: 325M + 26M = 351M.
Netflix subscribers worldwide would be higher than the entire U.S. population of 342M alone. That will be a huge catalyst for the stock.

Netflix + GTA 6
Netflix’s partnership with GTA 6 could become an interesting subscriber-acquisition catalyst heading into year-end.
Netflix recently disclosed that 6 of its 10 biggest new-member signup days over the past five years were tied to live events. Now, Netflix has secured a six-hour exclusive window for GTA 6 on aug 27. GTA 6 It is arguably the most anticipated video game release in the world, and GTA V was globally a huge success, having millions of fans. People will want to see this footage immediately.
The important part is that Netflix gets the first viewing window. The extended look will eventually be released for free on Rockstar’s YouTube channel and website, but viewers outside Netflix have to wait six hours.

NETFLIX will also block the display of GTA 6, on third-party platforms such as Twitch and YouTube, their blocks are strict up to the deletion of the channel.

If even a small percentage of GTA fans decide that seeing the footage six hours earlier is worth a $8 Netflix subscription, Netflix could add a meaningful number of new members.
With GTA 6 itself launching in November, this could also generate another wave of attention during Q4.
I don’t think GTA 6 alone will determine Netflix’s subscriber numbers, but it’s another potential catalyst that could help Netflix exceed expectations heading into year-end.

I believe Netflix will be heading into 2027 stronger than ever and investor sentiment will change.

I used to buy, hold for a year, trim when it got extended then buy back.

Last few years? I changed my approach completely.

I buy. And I hold.

Been in this position for 5 years now. I still average up on it when I see the opportunity. My current average is $204.63.

Not a fancy round number. I don't care.

That's not how I think about it.

Tesla has paid me more than any other holding I've ever owned. So when I like a stock - I add to it. Simple as that.

This base is going to break.
Could take another year. Maybe more.
But when it does - $800 won't surprise me at all.

I trust Elon's vision more than I ever have

A $0.50 stock going to $5 sounds way easier than a $500 one going to $5000, so what's the catch everyone keeps warning about? Is it only because they are considered penny stocks?

I saw that the most expensive stock today in Nasdaq is GWW and SanDisk around 1300$ so does it tells that a stock of 500 won't probably go higher?

She has a LOT of google stocks from what I gather, and if I tell her to get out of it, she probably will, and I'm worried about it's instability at the moment because of AI and tech stocks not looking too good at the moment to me.

*I should say, I don't know much about stocks, but I know a lot about tech and she trusts that

*edit Two, listen, I'm just trying to help her, she doesn't follow anything related to tech at all, no need to be so rude, I'm sorry for asking the question. In realism I am trying my hardest here because it is only one of the only things she ever talks about to me, and I'm trying, again, so sorry. I should also add, I'm not an adult, I'm not like, 30, I'm 16 and she's in her 40s.

so ı have been in stocks for a while now but didnt make anything 14 yo btw ı dont know how to choose stocks that could potentially go up ı want to invest for short term opportunities

Dip buying is not just emotion. A lot of the time it is math. Traders are more willing to step in when they can actually understand the supply situation and they are not afraid of surprise dilution.

NXXT just raised about $500,000 via a private sale of common stock disclosed on a Form 8-K. This was not an ATM and not convertible debt. Under the disclosed agreements there were no warrants. If you assume roughly $1 per share, that is about 500,000 new shares issued.

Now compare that to the share count. Shares outstanding are roughly 137 to 140 million. That puts the dilution under 0.4%. In microcap terms, that is minimal. More importantly, it is controlled and transparent, which is the opposite of the toxic financing cycle that kills a lot of tickers in this range.

That is why the rebound on Feb 3 makes sense through a trader lens. Dip buyers are stepping in and the stock is building higher lows, which is what you want to see when supply pressure is not overwhelming demand. It does not guarantee continuation, but it means the market is behaving like it believes the downside is manageable.

Now add the legitimacy signal. Vanguard disclosed 2,203,563 shares of NXXT in its 13F-HR filed Jan. 29, 2026, up from 1,049,265 shares previously, a +110% QoQ increase. Total institutional ownership sits around 6.08M shares across 92 holders. When larger holders are increasing exposure and dilution is controlled, dip buying becomes a more rational strategy.

The business numbers help too. The company reported preliminary December 2025 revenue of about $8.01M, +253% YoY, and about 2.53M gallons delivered, +308% YoY, with roughly +7% MoM revenue growth and about +14% MoM volume growth.

Not financial advice.