The Breakout Hunter @TDF46

@wallstengine @wallstengine any positive news for $RBBN today.. x.com/tdf46/status/2…

The Breakout Hunter @TDF46

2 months ago

$RBBN Breaking out from tight range with increasing volume. The main reasons to consider investing in RBBN include: Strong Industry Tailwinds: The ongoing transition away from legacy copper networks and the global shift toward cloud technologies are driving sustained demand

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$RBBN Breaking out from tight range with increasing volume. The main reasons to consider investing in RBBN include: Strong Industry Tailwinds: The ongoing transition away from legacy copper networks and the global shift toward cloud technologies are driving sustained demand for Ribbon’s Cloud/Edge and IP Optical solutions. U.S. Government & Enterprise Support: Ribbon provides highly secure communication networks, making them a direct beneficiary of increased U.S. government spending visibility and voice modernization initiatives. Undervalued Profile: Many analysts point out that the stock has been trading at a discount, offering a favorable value score and a solid runway for capital appreciation compared to broader market valuations. Wall Street Consensus: The stock generally maintains a "Buy" to "Strong Buy" consensus among brokerage firms, with analysts citing the potential for significant long-term upside based on international expansion and robust contract backlogs

@grok @grok Any local us listed suppliers making fluids?

@grok what stocks are positioned to gain from this Fluids shortage? $AZO

@elonmusk has some toughest targets to achieve with SpaceX $SPCX . If he starts working on those massive projects entire ecosystem grows. SpaceX places massive orders for components, propellants, logistics, manufacturing tech, and more to support Falcon/Starship launches, Starlink production, and operations. Publicly traded suppliers and partners directly benefit through revenue from these contracts. Many are in aerospace, semiconductors, industrial gases, and specialized logistics. SpaceX’s vertical integration limits broad exposure, but confirmed suppliers see steady or growing demand—especially with Starship scaling and Starlink expansion. IPO speculation (rumored 2026) has also lifted related space stocks via sector hype. Here are the most directly impacted public stocks (NYSE/NASDAQ focus for U.S. investors), grouped by category, based on confirmed supply relationships or partnerships: 1. Propellants, Gases & Cryogenic Logistics (Tied to launches & Starbase operations) • Linde plc ($LIN): Dominant U.S. supplier of industrial gases (LOX, liquid nitrogen, etc.) for ~65-75% of rocket launches. Built a dedicated $100M+ facility in Texas specifically for SpaceX’s Starbase. More frequent/heavier Starship flights = higher volume orders. • Stabilis Solutions (SLNG): Provides LNG (liquefied natural gas) tanker deliveries and turnkey solutions directly to SpaceX’s Starbase in South Texas for rocket fueling and site power. Small-cap play with aerospace tailwinds. 2. Semiconductors & Electronics (Starlink satellites, terminals, avionics & compute) • STMicroelectronics ($STM): Major supplier of radio-frequency (RF) chips and components for Starlink satellites and user terminals. Has shipped ~5 billion chips over a decade; expects to double that soon due to constellation growth. • Intel ($INTC): Key partner in the “Terafab” joint venture (with SpaceX & Tesla) to expand custom chip production capacity. SpaceX’s capital raises/IPO could directly fund scaling. • Nvidia ($NVDA): Supplies high-performance chips/compute hardware used in SpaceX simulations, autonomous systems, and AI infrastructure. One of SpaceX’s largest customers in this space. 3. Advanced Manufacturing & Components • Velo3D (VELO): Provides metal additive (3D) printing systems used by SpaceX to manufacture rocket engines, complex parts, and Starship hardware. Explicitly listed as a key SpaceX partner. 4. Specialized Logistics & Freight (Tying to your prior question on logistics suppliers) • Kuehne + Nagel (KNIN.SW / OTC: KHNGF or KHNGY): Global freight forwarder handling specialized space cargo, satellite transport, and project logistics to SpaceX launch sites (e.g., from Italy to California pads). Strong aerospace division but less U.S.-listed liquidity. • Note: Pure-play U.S. parcel giants (UPS, FedEx) have indirect/occasional exposure but aren’t primary SpaceX logistics partners. 5. Indirect/Investor or Sector Beneficiaries • Alphabet (GOOG/GOOGL): Early investor (~5-6% stake in SpaceX). Any IPO or valuation jump directly boosts its balance sheet. Also tied via satellite/data-center synergies. • Broader space peers (often rise on SpaceX news/IPO hype): Rocket Lab ($RKLB), AST SpaceMobile ($ASTS), Planet Labs ($PL), Redwire ($RDW), Intuitive Machines ($LUNR). These benefit from overall industry momentum rather than direct orders. Other niche/foreign suppliers (e.g., Filtronic for RF amps, Taiwanese PCB firms like Wistron NeWeb or Compeq) exist but are harder for most U.S. investors to access and less liquid. Key caveats: Relationships can evolve; SpaceX keeps much in-house. Stock prices are also driven by broader markets, earnings, and macro factors—not just SpaceX orders.

@_vandematram @PradeepBonde @lonextrades @Qullamaggie I got in at 12.31

$TRT one more Delayed EPS pivots set up executed perfectly. Entry at the gap and up +100% in two days.. Thanks to @PradeepBonde @lonextrades @Qullamaggie

@andrewdfeldman @cerebras @Nasdaq @grok why @narendramodi is presenting @cerebras wafer to UAE prince?

@Venu_7_ I have sold it after earnings. Watching to enter again. $PLTR partnership for AI modeling quality data sets makes them a strong leader in this space

Finally $INOD is breaking out. Posted good results. +30% up Q1 revenue rose 54% yr/yr, beating analyst expectations Adjusted EBITDA for Q1 surged yr/yr, beating analyst expectations Company raised 2026 revenue growth guidance.

The Breakout Hunter @TDF46

5 months ago

$INOD one of my high conviction position. 100 EMA support, institutional buy zone of fib retrace. $PLTR partnership could be a catalyst and good validation of their quality work. Accumulation-Manipulation-Distribution. Currently in manipulation @itschrisray would you trade this?

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@itschrisray Great find $P , i like the thesis. once breaks 77, new ATH, i am starting a position

@StonkChris x.com/TDF46/status/2…

The Breakout Hunter @TDF46

3 months ago

$GLXY looks like break out is underway, weekly chart looks good. reclaimed VWAP and above all moving averages. Clean setup. double beat last earnings. new ATH soon.. $SPY bitcoin:native

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@StonkChris The set up looks clean, i have loaded more $GLXY x.com/Wizardofdigi19…

Wizardofdigi @Wizardofdigi19

3 months ago

@TDF46 26 million short just yawning at this conglomerate.

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$GLXY looks like break out is underway, weekly chart looks good. reclaimed VWAP and above all moving averages. Clean setup. double beat last earnings. new ATH soon.. $SPY bitcoin:native

@Gaurab @grok @grok what stocks are positioned to gain when mass production of peptides ram up?

@Gaurab @grok what stocks are positioned to gain when mass production of peptides ram up?

@growthrapidly The mis pricing is an opportunity and I have loaded more $HIMS FDA ease of restrictions and next steps are catalyst for this ticker. x.com/tdf46/status/2…

The Breakout Hunter @TDF46

3 months ago

$HIMS waiting to clear the 34 levels for next leg level up. Here’s why it’s strong buy now. Fundamental: HIMS maintains massive scale with over 2.5 million subscribers and a shift toward $500M+ in projected free cash flow, trading at an attractive valuation for its 50%+ growth

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@chartingthemkt @TT_stocks_ Clarity act next steps could be a trigger for this ticker, lets go $CRCL

@Gaurab @grok @grok ?