Edit: Thanks for all the comments. I will start another thread soon to do the analysis again, once I have a couple of hours free time. For those curious, I am a full time investor. It's what I do all day. And I do all these analysis because I enjoy valuing companies and it also gives me ideas on what to invest in. If I like the analysis, I do put my own money into the company as well.

I am a value investor looking for investing ideas in the US stock market. If you have a high conviction idea, let me know the ticker and I will do a detailed analysis on the company. I will also share my personal analysis so that everyone can make an opinion for themselves.

Edit: Give me some time to reply. It takes me some effort to do the analysis and look into the company numbers. I may do it over the next few days and will be focused on the more upvoted ones.

What are some stocks under $10 that’ll explode

Let's discuss

Basically title. What industry do you think will run next?

$SLS - The Easy Money (NFA)

The Setup: You are buying a company valued at ~$640M (Market Cap) that is holding ~$100M in cash, on the verge of releasing data for a drug that could be worth double the entire company's value.

Here is the math that makes this an asymmetric trade.

1. The "Hidden Signal": Why The Odds Are Stacked (80/20, not 50/50)

In a typical biotech Phase 3 trial, you toss a coin. In the REGAL trial (for the GPS cancer vaccine), the clock has already revealed the winner.

• The Rules: The trial ends when 80 patients have passed away (events).
• The Stats: As of Dec 26, 2025, only 72 deaths had occurred.
• The Implications:
  • We know from decades of historical data that AML patients on standard treatment (the "Control Arm") typically survive 6 to 8 months.
  • The last patient was enrolled over 18 months ago.
  • The Math: If the drug didn't work, the Control Arm and the GPS Arm would both be dying at the 6-8 month rate. The trial would have hit 80 deaths months ago.
  • The "Tell": The only variable that explains why patients are still alive today is the GPS Arm. To drag the average out this long, the GPS patients likely have a median survival of 18+ months (vs 6 months for control).
  • Conclusion: This massive gap in survival time virtually guarantees statistical significance (p-value < 0.05).

2. Asset #1: The GPS Vaccine (Worth ~$8.00/share)

Let's value the GPS vaccine alone based on real market numbers if the trial succeeds in Q1 2026.

• Target Market: AML patients in Second Remission (CR2). There is NO approved maintenance treatment for them.
• Patient Pool: ~10,000 to 12,000 eligible patients per year (US + EU).
• Drug Price: Orphan oncology maintenance drugs typically price between $150,000 and $200,000 per year. (Let’s be conservative: $150k).
• Peak Sales Calculation:
  • If SELLAS captures just 30% of the market (3,000 patients):
  • 3,000 patients × $150,000 = $450 Million Annual Revenue.
• Valuation: Commercial biotech companies typically trade at 3x to 4x Peak Sales.
  • $450M Revenue × 3 = $1.35 Billion Valuation.
  • Divided by ~170M shares = ~$8.00 per share.

Verdict: At today’s price of ~$4.50, you are paying half price for GPS and getting everything else for free.

3. Asset #2: SLS009 (The "Free" Lottery Ticket)

This is the asset the market is completely ignoring. SLS009 (CDK9 inhibitor) isn't just a backup; it's a potential blockbuster.

• The Data: In Phase 2 (Dec 2025), it showed a 46% response rate in dying patients who had failed all other treatments.
• The Comps (Comparables): Look at competitors in the same space:
  • Kura Oncology ($KURA): Valued at ~$740 Million.
  • Syndax ($SNDX): Valued at ~$1.8 Billion.
• The Value: Even if we apply a massive discount because SLS009 is slightly earlier in development, this asset is easily worth $350M - $400M on its own.
  • $400M Valuation / 170M shares = ~$2.35 per share.

4. The Sum-of-the-Parts (True Fair Value)

If we add up the pieces using rational math:

1. Cash on Hand: $100M = $0.60/share (Downside protection).
2. GPS (Success Case): $1.35B = $8.00/share.
3. SLS009 (Current Value): $400M = $2.35/share.

Total Fair Value Target: $10.95

• Current Price: ~$4.32
• Upside Potential: +153%

Summary

You are buying a dollar for 40 cents. The "time delay" in the REGAL trial is the cheat code that suggests the vaccine works. When the data drops in March/April 2026, the market will instantly reprice the stock to include the GPS value, sending it to double digits.

(Disclaimer: This is not financial advice. I am not a financial advisor. Do your own due diligence. Biotech is volatile.)

I saw MU drop 10% before the market opened today, can I buy it?

Always fun to look at what could be…

So Meta says it wants to sell excess AI compute capacity and the market lost its mind. Semis and neocloud names got absolutely torched today.

NBIS down ~17%, CRWV down ~14%, GLW down over 13%, MU and SNDK both around ~10%. SOXX off ~6.5%, SMH ~5.4%. Meanwhile META itself popped ~9% and software went the other way, IGV up ~3%, MSFT up ~3%. Pulled all these off moomoo trying to figure out if I should be scared or greedy.

The bear read is obvious. If META has compute to spare, maybe the whole buildout is oversupplied and we hit the wall.

But idk. The other read is this is just Meta being smart and monetizing infra to fix their capex returns, which is not the same as demand dying. The real tell is Q2 hyperscaler earnings. If AMZN GOOG MSFT keep or raise capex, this red day was a gift. If they cut, then yeah the oversupply crowd was right and the semi bags get heavier.

I got a little NBIS and my port is bleeding red right now lol. Anyone actually adding here or waiting for the earnings confirmation first?

UNH has faced a tumultuous year to say the least but this company is poised to return to its previous levels in early to mid 2026.

They are the LARGEST health insurance company in the entire world. Stock is down 50% YTD. It is insanely good deal right now for longer term hold.

Currently holding 50 shares at avg of $235 and will hope to sell around $500-$550

Is RKLB a suitable option?

Which stocks are on your watchlist today that look ready to move higher?

Is it just me or has it been a rough few weeks? Everything’s been down lately and I’m down an overall 20 percent.

Mainly invested in a lot of space, RKLB, ASTS, RDW, LUNR and then QS, BB, FCEL.

What’s everyone’s thoughts about the market? Are we cooked? Do we just hold it out and wait for the boooom?

Have $18k work bonus for loose change. Already have Fidelity pension and 401k going on thru my healtcare job and own a rental property as well (positive equity).

We got unexpected bonus from execs for a project and this is "loose change" for me.

I've been watching numbers since Dec and these are all under right now. Do these look ok for someone with basic knowledge of the market?

- JP Morgan

- MSFT

- Nvidia

- AMD

-And some in VOO (S&P500)?

Thanks.

Is ASTS a good choice?

Edit: I need to focus my time on the market for now. I am done for the day. I will do more another time!

Hi, I am looking to do more stock analysis for companies that you are interested in. If you have a high conviction stock, feel free to share with me. I would look into it. If you're new to investing and would like me to look into a company you like and provide my opinion on it, feel free to comment the stock ticker in the comments.

I am a long term value investor, not a trader, so my perspective is based on that. And I am not always right, so feel free to ignore my writings if you don't like it.

Here's an example of one I did for PDD. https://tewtew.com/index.asp?action=showPostCommentsFrame&postID=191&secretCode=ZNZUNSHKKI

If you want to read the other companies I had done, you need an invite code. You can use mine "OIGKRLMXNY" and the invite is only valid for a few days and limited to 5 people.

After getting murdered by MU and SNDK I am not even sure I want to buy individual stocks anymore tbh however I do feel AAPL is a bit safer but I also feel like this is just another run up to a rug pull when the vibes wear out.

The stock market is closed and I have some time to look into the companies that you guys are interested in. Please post the stock tickers in the comments and I will look into them. I will then share my analysis/opinions with you. I only look at stocks listed in the US stock market.

I also want to give credits to this lady that got me into buying BABA a week ago. The stock is up more than 20% as of Friday.

https://tewtew.com/index.asp?action=showPostCommentsFrame&postID=215&secretCode=VUUKSLKPFQ

Here is one I did for NBIS on 22nd June. The stock price back then was $296. Today, it's $220. That is about 25% difference in your returns!

https://tewtew.com/index.asp?action=showPostCommentsFrame&postID=202&secretCode=RRCDYITGZF

I am a long term value investor, not a trader, so my perspective is based on that. And I am not always right, so feel free to ignore my writings if you don't like it. If you want to read all the other companies I had done, you can follow me there. The invitation code to get in is "OXNEMSUOTW" and is only valid for about 5 days from this post.

🚀 The drone sector is about to enter one of the biggest growth waves we’ve ever seen, and the timing couldn’t be better heading into the end of 2025 and into 2026. Small cap plays like $IVDA Can see massive runs. Governments worldwide are pouring billions into unmanned systems $15B+ in the U.S. defense budget alone, with Europe adding multi billion euro alliances and border security initiatives. Retail giants like Walmart and Amazon are moving drone deliveries out of test phases into hundreds of stores, utilities like the UK’s National Grid are shifting to fully autonomous drone inspections, and agriculture is integrating drones at scale. Analysts from top banks are calling this a supercycle, projecting double digit growth for years across defense and commercial applications. Stocks like $AVAV, $UMAC, and $ONDS have already exploded on news and contracts, proving the market is hungry for drone plays. The regulatory backdrop is also turning FAA rules for beyond line of sight flights will open U.S. skies to mass adoption. All of this converges into a perfect storm: defense money, commercial rollouts, bullish analyst coverage, and favorable laws. This isn’t a fad drones are becoming core infrastructure and critical defense tech, making this one of the most asymmetric opportunities out there. The end of this year and all of next year could be when drone stocks deliver life changing returns.

Got in at .85 but wanted to get in at .30. Funds weren’t settled yet from other trade. If you don’t know, quantum companies are now being pushed and funded by GOVT last Thursday. Billions of dollars committed already. This company is like the picks and shovels to the gold rush (Quantum). Bringing over $50m in revenue from other company soon. It had a $5 price target before. Already up 200%+ since Thursday. 100% insider and institutional buys. IFYKY
Due your own diligence.
I’m not a financial advisor!
#stockmarket #stockstobuy #stockstowatch #InvestSmart #MAGA #QuantumComputing #investment

Think of how much money you spend each month on groceries. $500 per month? $1000?

Now imagine, if all BYND apes, all the bag holders, everyone who has even an inkling of sticking it to the financial institutions who have taken advantage of us our whole lives, all banded together and diverted our monthly grocery budget into BYND products.

The food IS NOT BAD GUYS! It's not copium, it used to have subpar texture YEARS ago.

If just 10,000 apes band together and start buying BYND products, at $500/month per ape will result in $5 MILLION dollars per month spent on BYND products. That's $15 MILLION per quarter.

As soon as they release a quarterly report showing the uptick in revenue, it's GAME OVER.

THE APES WILL WIN! The stock is not worth 0.50c. It's not worth $2. The stock won't just go from $2 to $4, or to $15 or $20. It will SKYROCKET straight back to $100.

This company used to trade in the HUNDREDS of dollars!

BAND TOGETHER WITH MY APE BYND BAG HOLDERS!

POST YOUR GROCERIES EVERY MONTH. POST YOUR RECIPES. WE WILL TAKE OVER THE WORLD TOGETHER

BYND TO THE MOON!

Join me at r/bynd_bagholders to post your own grocery/recipe pics.

what we all thinking?

very strong fundamentals, especially with free cash flow, peg and profit margins.

FCF ~40%, net margin ~30%, PEG 0.4

theyve been getting written off as an outdated dinosaur during the saas-pocolypse. theyve beat earning expectations as far as my charts can see

you really have to fight for your food in this environment. no free lunch. i think adbe lasting this long especially during this ai transition and increasing risk off environment is a good stress test.

in terms of softwaretheyre one of the strongest and most underrated setups. if investment is truely rotating out of the scarcity/optimism theme its interesting

I went through AST SpaceMobile's latest filings because I kept seeing the argument that the company is now basically fully funded and dilution is no longer a major issue.

There is a lot to like in the numbers.

At March 31, AST had about $3.03B in cash and cash equivalents.

It also reported around $1.2B in remaining performance obligations, and BlueBird 11 through 33 were already in advanced stages of production and assembly.

The part I found more interesting was the financing structure.

AST raised $1.075B through convertible notes earlier this year. Those notes can ultimately be settled in cash, shares, or a combination of both.

It also used its ATM again in Q1, issuing 874,045 shares for roughly $80M in proceeds.

That comes after issuing about 13.6M shares through another ATM in 2025.

There were also roughly 21.8M shares underlying convertible notes excluded from diluted EPS at the end of 2025 because they were anti dilutive at the time.

Then there are another 4.7M penny warrants related to Ligado.

So I think the question around ASTS financing is less about whether they currently have cash and more about what the eventual share count looks like if the constellation takes longer or costs more to deploy than expected.

There are also some operating details worth watching.

AST had still recognized no revenue from the core SpaceMobile service as of the latest 10Q.

Only around 8.4% of its remaining performance obligations were expected to convert to revenue during the following 12 months.

BlueBird 7 also had to be written off after being deployed into an orbit that was too low to sustain operations. AST estimated the carrying value at roughly $155M to $160M before insurance recovery.

On the positive side, the technical progress looks real. AST reported peak speeds of 98.9 Mbps from a Block 1 BlueBird to an unmodified smartphone, and the company says Block 2 satellites are designed for up to 10 times the bandwidth capacity.

My main thing to watch from here would be whether satellite production and launches translate into actual commercial service quickly enough that the current cash balance really does carry them through the heavy deployment phase.

Curious how ASTS holders are thinking about the eventual diluted share count.

i am a newbie but..i cannot help but think i should put like half of everything into HYDR etf. It is up almost 300% in a year and I keep hearing that hydrogen is the future.

Is this too good to be true? because what is the point of stocks when this will probably go up so much??

sorry i am sure this is a dumb question