Den Led @sinned2007

AT LEAST 1 of These 5 Players Will Be on Every Fantasy Playoff Team in 2026: 5. David Montgomery…

Exactly 2 years ago, ASTS was at $2 and ran to $120+ this year. It ran 6000%. Its revenue went from $500K to $71M. Here's 8 stocks that can run 2000%-5000% under $5: 1. SIDU (Sidus Space) Defense SHIELD contract + AI satellite data service scaling fast in 2026. 2. KULR (KULR Technology) Battery tech revenue grew 51% YoY; scaling to 50,000 packs monthly by mid-2026. 3. BBAI (BigBear AI) Defense AI platform pivoting to higher-margin model amid surging U.S. defense AI spending. 4. SOUN (SoundHound AI) Voice AI embedding into automotive and enterprise; analysts see 112% upside from current levels. (my favorite) 5. LAES (SEALSQ Corp) Post-quantum security hardware every government and bank must migrate this decade. 6. KITT (Nauticus Robotics) Subsea robotics + critical minerals with potential UAE and defense contract catalysts ahead. 7. MTEK (Maris-Tech) Edge computing video processor flying aboard LizzieSat-4 orbital mission later in 2026. 8. CATX (Perspective Therapeutics) Cancer therapy in late-stage trials; analysts project 458% upside with Strong Buy consensus. Remember, these have 2000%-5000% potential just like ASTS, my favorite is SOUN is clear financial leader of this group. $29.1M at 151% revenue growth with $246M cash and zero debt isn't even close to the others it's operating at a fundamentally different scale, which is also why it's already broken above $5 a little. ♻️RESHARE this post and share 1 comment, if you want our next SMALL CAPS list to add.

This is all happening because of one company.

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Really curious to see the answers here… What are 3-4 stocks that you believe are currently the most dislocated (ie undervalued) from where you think the fundamentals are going in the next 18-24 months? **feel free to explain why you think your picks are super undervalued including your thesis and any catalysts that could/should get the stock(s) moving higher… because Twitter (X) is still the best place to find new ideas!!!

Jonah Lupton @JonahLupton

8 months ago

Some of you know that I launched a hedge fund several months ago (early November). We run a long/short strategy, focused on owning the 20-40 growth stocks that we believe have the most upside over the next 2-3 years... this means they need to have great fundamentals, strong

72 130 912 3.3M 1K

I believe all of these stocks will create millionaires and I've added to every one of them: $AMZN at $219 - AWS, Trainium, robotics, Alexa+. The most diversified AI infrastructure play on the market. $PATH at $11 - Agentic AI automation. Partnerships with OpenAI, Google, and Nvidia at a fraction of its 2021 highs. $ZETA at $17 - AI marketing cloud with 18 straight beat-and-raise quarters and an OpenAI partnership powering its Athena agent. $NVDA at $183 - Guided $78 B for Q1. Every dollar spent on AI infrastructure flows through this company. $IBRX at $10 - ANKTIVA approved in 33 countries. 700% revenue growth. A real cancer immunotherapy product on the market. $SOFI at $19 - Just crossed $1 B in quarterly revenue. Banking, lending, crypto, investing, all in one platform. $ONDS at $10.50 - AI-powered drones, counter-drone systems, NATO contracts. $110 M revenue target for 2026. NFA DYOR

I'm only going to say this once. If you're under 35, this correction is a gift. $ZETA - $17 now. $50 stock. 18 straight beat-and-raise quarters. $PATH - $11 now. $30 stock. #1 agentic automation platform. $SOFI - $18 now. $40 stock. CEO just bought $1M in shares. $IREN - $40 now. $100 stock. $3.4B AI ARR target by end of year. $NVDA - $181 now. $300 stock. Just deployed $4B into optical infra. $AMZN - $205 now. $350 stock. AWS + ads + 240M Prime members. $RKLB - $67 now. $150 stock. Record revenue, $816M SDA contract. $ONDS - $12 now. $30 stock. Autonomous systems + defense wireless. $VG - $10 now. $20 stock. One of the largest LNG producers on earth. $TE - $6 now. $15 stock. U.S. solar supply chain at the right time. You have decades of compounding ahead of you. These are quality names at discounted prices with real catalysts. The people who built wealth didn't do it by buying all-time highs. They bought corrections.

10 stocks to buy and hold for the next 10 years: 1/ IREN Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy. As the CEO says, the industry is growing so rapidly, "They can't meet the demand". - 3GW Contracted Power - $9.7B $MSFT Contract - Next Hyperscaler deal is inevitable

How stock market bubbles work:

$ONDS ~ DEEP DIVE 🧵 - Ondas Holdings is directly involved within the drone industry which is a rapidly expanding market. - The drone sector is oftentimes overlooked despite how it will change the course of how society operates in the future. - 2026 Price Target ~ $30+ (+233%)

As popular as it may seem here on X, many people still ask me what my $ONDS thesis is. So here it is. My comprehensive thesis for Ondas Inc. 👇 Ondas is one of my favorite kinds of companies. It's a business that owns other businesses - a company with multiple diverse revenue streams and product offerings that are separate from one another but all exist nicely under the same umbrella. Their largest focus at the moment is Ondas Autonomous Systems (OAS). This is their "drone" segment of the business that most investors know them for. Unlike companies like $KTOS, Ondas focuses on the "lower skies" market. This means that while Kratos makes autonomous fighter jets and things of the sort, Ondas is making small unmanned aircraft systems (sUAS or just UAS) that operate at lower altitudes & speeds. These UAS platforms mainly serve two different types of demand. One is autonomous observation and inspection which is currently fulfulled by Ondas's Optimus 1-EX drone. The other is counter-UAS (C-UAS) services which is performed by their Iron Drone Raider (and another system I'll get into shortly). Aside from the UAS platforms, Ondas also has an extensive product catalog of Unmanned Ground Vehicles (UGV). These are primarily for military applications such as inspecting & defusing bombs, detecting & removing landmines, scouting the path ahead in a conflict zone, carrying supplies or injured soldiers over rough terrain, and a multitude of other scenarios. Ondas has come to build this product catalog through a series of acquisitions. The leadership at the company has developed extensive relationships with entrepreneurs and soldiers in both Israel and Ukraine. This has allowed them to build out a C-suite, Board of Directors, and acquisition portfolio that is quietly becoming one of the most complete end-to-end, field tested, and experienced companies in the entire drone industry. In my mind, the "cherry on top" that makes Ondas different than other drone companies like $UMAC, $RCAT, and $DPRO, is their C-UAS technology. I've already mentioned Iron Dron Raider, but another acquision of a company, Sentrycs, has strengthened their C-UAS offerings even further. While Iron Dron Raider is a hard-kill C-UAS platform that intercepts unauthorized drones and takes them down with a ballistic net, the Sentrycs system is a soft-kill C-UAS platform that forces unauthorized drones to land by leveraging Cyber Over RF technology. It effectively monitors an established airspace, identifies unauthorized drones, forces them to land or disconnect from their controller, and does all this completely autonomously. This tech is state-of-the-art and other drone companies don't have it. The reason this is so important for Ondas to have is that counter-UAS tech is in higher demand than almost any other drone technology right now. Governments and large organizations are realizing just how exposed their critical infrastucture is to hostile actions from small unauthorized aerial drones. Airports, power plants, prisons, border crossings, stadiums, hospitals, and many other critical locations are completely exposed. We're already seeing huge numbers of flight cancellations in Europe from small drones flying over airports and into unauthorized airspace. C-UAS solutions are a burning need that these customers are desperate to get their hands on ASAP. And Ondas is starting to answer this demand. They've recently received two separate C-UAS orders for $8.2M each from two major Euorpean airports. Orders like these are expected to start coming in more and more in 2026 and beyond. Aside from airports, FEMA has just awarded the 11 host states of the 2026 FIFA World Cup with $250M to spend on C-UAS solutions to protect their stadiums from unauthorized drones during the matches. Another $250M in C-UAS funding is expected to be awarded for this effort as well, for a total of $500M. It's up to the host states to determine how they'd like to spend it, but Ondas is a leading U.S. company in this field with C-UAS solutions that are safe to use in dense urban settings and whose methods of unauthorized drone mitigation pose no threat to civilains. Ondas's acquisition strategy by itself is another reason I'm so bullish on the company. They've stated at their Q3 2025 earnings call that they're in advanced talks with 7 other companies (now only 6 after their acquisition of Roboteam) with each adding tens of millions of annual revenue to their balance sheet if/when acquired. Including the companies they're in advanced talks with, there are more than 20 in various stages of their M&A pipeline with a combined $500M annual revenue potential in 2026. Ondas is guiding for $110M in 2026 full-year revenue, but I believe it will be significantly more than this (closer to $200M+ in my opinion). Ondas is a fundamentally different company than it was a year ago. Their rapid acquisition strategy, paired with a suite of products in a market that's suddenly flush with demand for them, creates the perfect opportunity for Ondas to repeatedly outpace their revenue guide each quarter. Analysts from Oppenheimer and Stifel have both put out reports that outline a path for Ondas to do $1 billion in revenue by 2030. Putting a 30x multiple on that gets you to about $75 per share - roughly 7x today's share price. I think that even this might be conservative. There are many other things about Ondas that make me very bullish, but the above is the majority of my thesis. I'll take a more rapid-fire approach to cover the other items below: Ondas Networks: an entirely separate arm of the company that creates network solutions for freight rail. A system they developed has just been adopted as the new gold standard for front-of-train/end-of-train communication for one of the Untited States' largest railway associations and is due to be purchased and implemented for a significant number of trains in the coming months/years. Ondas Capital: a third arm of the business tasked with placing strategic investments into the drone supply chain that will enhance partnerships & scalability of OAS while generating a monetary return in the years to come. Manufacturing Partnerships: Instead of spending tens or hundreds of millions standing up factories that take years to build, Ondas has been signing partnership deals with leading manufacturers in Europe and the U.S. that will build and scale their drones for them. Two of these partners are Heidelberg and Kitron. Product R&D Lifecycle: Unlike rockets, fighter jets, therapeutics, etc. small unmanned drones can be developed and iterated on rapidly and at significantly lower cost. Ondas works with those on the frontlines to rapidly develop useful products that offer real value to their customers. They can spin up new, validated products in months, not years. Total Addressable Market: While some think "the drone market" is small, or not particularly valuable, I strongly disagree - at least when it comes to Ondas. Autonomous drones for commerical and military applications are safer and cheaper than using humans, and the counter-UAS space esssentially spans every industry. Removing landmines alone is a mulit-billion dollar opportunity as well. Hopefully this thesis opens your eyes to a great opportuniuty in the market. I'm sure I've left some stuff out, but I'm happy to fill in any holes in the comments. As always, please don't consider this direct financial advice. Instead, use this as a starting place to do your own research into $ONDS.

There are 4 main sectors your portfolio should be mainly focused upon for 2026… 1. AI & data centers ~ $NBIS, $IREN, $CIFR, $PATH, $ZETA These picks power the AI boom through automation upon large scale model training. 2. Space ~ $ASTS, $RKLB, $PL Building the next generation of satellite networks, launch systems, & space infrastructure. 3. Healthcare ~ $OSCR, $UNH, $NVO Leveraging technology, data, and innovation to improve outcomes, and modernize healthcare. 4. Robotics ~ $TSLA, $RR, $ONDS Driving automation across transportation, manufacturing, & defense through AI integration. By evenly distributing your portfolio amongst these picks you will undeniably outperform the markets.

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There are 5 main sectors that will dominate the markets in 2026 that you need to be invested in… Space ~ $ASTS, $RKLB Drones ~ $ONDS AI ~ $IREN, $NBIS, $ZETA Robotics ~ $TSLA, $PATH, $RR Healthcare ~ $OSCR, $UNH, $HIMS, $NVO These picks will create generational wealth…

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TOP 10 STOCK PICKS FOR 2026 🧵 1: Ondas Holdings ~ $ONDS The drone industry is an expanding market, and Ondas is directly involved with autonomous drones and private wireless networks. ONDS has a 580% YoY revenue growth with many new contracts. Price target ~ $30+ (+233%)

Top 100 Movies with Insane Plot Twists 🎬 1. The Sixth Sense (1999) 2. Fight Club (1999) 3. Se7en (1995) 4. The Usual Suspects (1995) 5. Oldboy (2003) 6. Shutter Island (2010) 7. Memento (2000) 8. Parasite (2019) 9. Gone Girl (2014) 10. The Prestige (2006) 11. Incendies (2010) 12. Primal Fear (1996) 13. Saw (2004) 14. Donnie Darko (2001) 15. The Others (2001) 16. Arrival (2016) 17. No Country for Old Men (2007) 18. Get Out (2017) 19. Atonement (2007) 20. Enemy (2013) 21. The Game (1997) 22. Identity (2003) 23. Black Swan (2010) 24. Vertigo (1958) 25. The Mist (2007) 26. Coherence (2013) 27. Mulholland Drive (2001) 28. Predestination (2014) 29. Hereditary (2018) 30. The Machinist (2004) 31. Ex Machina (2014) 32. Triangle (2009) 33. Gone Baby Gone (2007) 34. The Village (2004) 35. Dark City (1998) 36. Frailty (2001) 37. The Invitation (2015) 38. Arlington Road (1999) 39. Prisoners (2013) 40. Moon (2009) 41. The Handmaiden (2016) 42. Tinker Tailor Soldier Spy (2011) 43. The Wailing (2016) 44. Lucky Number Slevin (2006) 45. The Skin I Live In (2011) 46. Jacob’s Ladder (1990) 47. Perfect Blue (1997) 48. The Vanishing (1988) 49. Burning (2018) 50. Mystic River (2003) 51. The Crying Game (1992) 52. Cache (2005) 53. Angel Heart (1987) 54. Tenet (2020) 55. The Truman Show (1998) 56. The Lighthouse (2019) 57. Sorry to Bother You (2018) 58. Fallen (1998) 59. The Father (2020) 60. Saint Maud (2019) 61. Inception (2010) 62. Psycho (1960) 63. Blow Out (1981) 64. The Orphan (2009) 65. Under the Silver Lake (2018) 66. The Talented Mr. Ripley (1999) 67. The Killing of a Sacred Deer (2017) 68. The Gift (2015) 69. Abre los Ojos (1997) 70. Timecrimes (2007) 71. Memories of Murder (2003) 72. The Invisible Guest (2016) 73. Sleepaway Camp (1983) 74. A Simple Plan (1998) 75. The Otherside of the Door (2016) 76. Eyes Wide Shut (1999) 77. The Sting (1973) 78. The Departed (2006) 79. Unbreakable (2000) 80. Barbarian (2022) 81. Speak No Evil (2022) 82. The Cabin in the Woods (2012) 83. The House of the Devil (2009) 84. Matchstick Men (2003) 85. The Skeleton Key (2005) 86. Identity Theft (2002) 87. Source Code (2011) 88. The Last Seduction (1994) 89. The Silent Patient 90. Resolution (2012) 91. Upgrade (2018) 92. The Gift (2000) 93. The Perfect Host (2010) 94. Orphan: First Kill (2022) 95. Mother! (2017) 96. The Devil’s Advocate (1997) 97. The Blair Witch Project (1999) 98. Lake Mungo (2008) 99. The Night House (2020) 100. The Seventh Victim (1943)

40 companies expected to more than double their revenue in next 5 years: Affirm AMD AppLovin Arista Networks Arm Holdings AST SpaceMobile Astera Labs Beam Therapeutics Broadcom Cloudflare CoreWeave CrowdStrike Datadog DoorDash Dutch Bros GitLab Hims & Hers Intuitive Machines IonQ Lemonade MercadoLibre Nebius NU Holdings Nvidia Palantir Reddit Rigetti Rivian Roblox Rocket Lab SentinelOne ServiceNow Shopify Snowflake SoFi Spotify Symbotic Tesla Trade Desk Zscaler (based on avg analyst estimates)

Google isn’t “diversifying.” It’s telling you what it thinks the next decade looks like - quietly, with capital. Look at where the money’s actually going 👇 Not megacap tech. Not S&P 500 darlings. • Space - $ASTS, $PL Low-orbit satellites, real-time Earth data, global connectivity. This isn’t sci-fi anymore. It’s infrastructure. • Chips - $ARM The plumbing of modern computing. Phones, servers, AI workloads. You don’t see it, but everything runs through it. • Biotech - $MTSR, $RVMD, $TEM, $PRME AI + biology. Turning data into drugs. Long timelines, asymmetric payoffs. • Enterprise software - $FRSH, $GTLB, $PATH Automation, developers, efficiency. The boring stuff that compounds quietly. This isn’t a “trade.” It’s a map of where Google thinks growth comes from next. When Google starts placing bets like this, it’s worth paying attention. Because they don’t chase trends - they usually help create them.

I'm obsessed with cognitive biases. A "cognitive bias" is a systematic error in thinking that destroys decision-making. 11 most powerful (and dangerous) cognitive biases I've found: 🧵 1. Survivorship Bias:

MY 2026 PICKS ARE IN When I started the growth portfolio, I didn’t expect it to double in each of the first three years. I make a small set of high conviction picks each year where I focus on early disruptors & reratings the market is overlooking: 2023: $RKLB, $IONQ 2024: $AEHR, $EOSE 2025: $ASTS, $NVTS, $JMIA The 2026 picks are out. One is around a $400M market cap & the other around $4B. Any guesses?

Three women die together in an accident and go to heaven. When they arrive, St. Peter says, “We only have one rule here in heaven: Don't step on the ducks!” So they enter heaven, and sure enough, there are ducks all over the place. It is almost impossible not to step on a duck, and although they try their best to avoid them, the first woman accidentally steps on a duck. Along comes St. Peter with the ugliest man she ever saw. St. Peter chains them together and says, “Your punishment for stepping on a duck is to spend eternity chained to this ugly man!” The next day, the second woman accidentally steps on a duck, and along comes St. Peter, who without missing a beat, brings with him another extremely ugly man. He chains them together with the same admonishment as for the first woman. The third woman has observed all this and, not wanting to be chained for all eternity to an ugly man, is very, VERY careful where she steps. She manages to go months without stepping on any ducks, but one day St. Peter comes up to her with the most handsome man she has ever laid eyes on: Very tall, long eyelashes, muscular, and thin. St. Peter chains them together without saying a word. The happy woman says, “I wonder what I did to deserve being chained to you for all of eternity?” The guy says, “I don't know about you, but I stepped on a duck!”