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Unclestocknotes @Unclestocknotes · Jan 31

Vanguard增持：在 #CIFR、#WULF、#APLD、#MSTR、#PYPL、#NVTS、#ONDS、#ASTS、#RR、#CELH、#CRWV 等股票中分別持有5%至10%的部位。

Hardik Shah: Vanguard loads up: 5%–10% stakes across $CIFR, $WULF, $APLD, $MSTR $PYPL, $NVTS, $ONDS, $ASTS, $RR, $CELH, $CRWV

$APLD $ASTS $CELH $CIFR $CRWV $MSTR $NVTS $ONDS $PYPL $RR $WULF

Jimmy狐狸 @xmanreturn · Jan 29

$RR Richtech Robotics 刚宣布ATM，总融资额大概 ~$38.7M

股价暴跌～18%

公司前天官宣和微软合作，开发 Agentic AI，股价暴涨

公司借这个机会融资，可以理解

但今天又有报道，微软否认了有这么个合作，微软称 Richtech Robotics “仅仅是一个客户而已”，没有什么合作开发的事情

公司为了融资，耍了投资人？

如果是真的，要吃官司了

$RR

Black Panther Capital @BlackPantherCap · Jan 27

I recently added $RR, $RDW and $SATL to my watchlist.

$RR up 38% today.
$RDW up 30% today.
$SATL up 19% today.

My current watchlist:
$RR
$RDW
$SATL
$KOPN
$LPTH
$PATH
$LASR
$UMAC
$NUAI
$EOSE
$ZETA
$OPTX
$PGY
$RKLB
$PL

You can’t win them all. At this moment in mostly interested in entering robotics and space.

$EOSE $KOPN $LASR $LPTH $NUAI $OPTX $PATH $PGY $PL $RDW $RKLB $RR $SATL $UMAC $ZETA

Black Panther Capital @BlackPantherCap · Jan 25

👀 Most mentioned asymmetric investments at the moment:

Energy:
$TE
$BE
$EOSE

Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET

B2C SaaS Provider:
$SOFI
$HIMS
$OPEN

Datacenter:
$IREN
$NBIS
$CIFR
$NUAI
$WULF

Defense:
$ONDS
$KRKNF
$VOYG

Space:
$RKLB
$ASTS
$SATL
$RDW
$ASTI
$PL

Robotics
$RR

Note. This is not financial advice. Content is only for educational purposes.

Turn on notifications 🔔 for alerts on new posts.

$ASTI $ASTS $BE $CIFR $EOSE $HIMS $IREN $KRKNF $LAES $NBIS $NUAI $ONDS $OPEN $OSS $PATH $PL $POET $RDW $RKLB $RR $SATL $SOFI $TE $UMAC $VOYG $WULF $ZETA

RonnieV @TheRonnieVShow · Jan 25

2 more high-conviction themes to CRUSH the rest of 2026:

4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC

5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP

Which new themes are you stacking?

RonnieV: 3 Big Themes that will CRUSH 2026 all Year:

1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE

2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN

3. Defense / Aerospace

Black Panther Capital @BlackPantherCap · Jan 25

🔖 Bookmark this!

Simple way to start of your research:

1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analyze fundamentals.

Trending sectors with bottlenecks, tailwinds and great opportunities with asymmetric upside:

Energy:
$TE
$BE
$EOSE

Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET

Datacenter:
$IREN
$NBIS
$CIFR
$NUAI
$WULF

Defense:
$ONDS
$KRKNF

Space:
$RKLB
$ASTS
$SATL
$RDW
$ASTI
$PL

Robotics
$RR

Note. This is not financial advice. Content is only for educational purposes.

Turn on notifications 🔔 for alerts on new posts.

$ASTI $ASTS $BE $CIFR $EOSE $IREN $KRKNF $LAES $NBIS $NUAI $ONDS $OSS $PATH $PL $POET $RDW $RKLB $RR $SATL $TE $UMAC $WULF $ZETA

Black Panther Capital @BlackPantherCap · Jan 23

I’ve been asked a lot lately what I’m looking at right now.

So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”.

My goal for this portfolio is to convert $2,000 to $100,000 as fast as possible.

First entry $ASTI, stop loss hit at -5%.

Switched to $IBRX. Now up 50%.

Portfolio runs 1-3 high-conviction positions max. Strict stop loss. Fast profit taking on upside.

Early stage focus: 2X repeatedly and quickly.

Holdings right now:
$IBRX

Current Watchlist:
$BURU
$NUAI
$UMAC
$LASR
$ASTI
$RDW
$SATL
$VOYG
$AUR
$POET
$MBLY
$KOPN
$LPTH
$HIMS
$PATH
$OPEN
$RKLB
$PL
$RR

Hope you can use the list somehow.

Note. Not financial advice.

$ASTI $AUR $BURU $HIMS $IBRX $KOPN $LASR $LPTH $MBLY $NUAI $OPEN $PATH $PL $POET $RDW $RKLB $RR $SATL $UMAC $VOYG

Black Panther Capital @BlackPantherCap · Jan 20

11 SECTORS THAT WILL DEMAND BILLIONS IN CAPEX BY 2035:

Edge AI Autonomy:
$OSS

Defense Provider:
$KOPN
$LPTH

AI Hyperscale:
$IREN
$NBIS
$CIFR

Drone Defense:
$ONDS

Subsea Defense:
$KRKNF

Space Infrastructure:
$ASTS
$RKLB
$PL
$RDW
$SATL

Grid Resilience:
$TE
$EOSE

Tech
$ZETA
$HIMS
$SOFI
$VOYG

Robotics/Automation
$PATH
$RR
$AUR

Chips:
$AMD
$POET

Compute Memory:
$MU

Positioning for necessities. Still early.

Bookmark this for later.

Not financial advice.

$AMD $ASTS $AUR $CIFR $EOSE $HIMS $IREN $KOPN $KRKNF $LPTH $MU $NBIS $ONDS $OSS $PATH $PL $POET $RDW $RKLB $RR $SATL $SOFI $TE $VOYG $ZETA