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$SPCX had a HUGE BEAT & RAISE Q3 earnings • Revenue: $14.58B, +161% YoY, vs $12.72B expected • GAAP diluted EPS: $0.35 vs $0.10 expected • Net income: $4.40B, vs $1.05B loss • Operating income: $2.79B • Adjusted EBITDA: $8.81B, +306% YoY • Capex: $19.59B, including $16.44B for AI Business Breakdown • AI: $7.56B revenue, +830% YoY, with $431M operating profit • Connectivity: $5.25B revenue, +69% YoY, with $2.37B operating profit • Space: $1.77B revenue, +6% YoY, with a $7M operating loss AI became the largest revenue segment while Starlink remained the main operating profit engine Guidance • Q1 2027 revenue: $33–37B, vs $22B expected • Reaffirmed $100B annualized revenue target exiting 2026 • Compute capacity targeted at 2.5-3 GW by year-end • Q4 capex: $35–40B • Backlog: $63B, with $42B expected to convert into revenue within 12 months Management says that new compute deployments currently generate payback in under a year Important updates • Starlink reached 13.6M subscribers (+1.6M during Q3) with monthly ARPU increased to $69 from $66 in Q2 • Starship Flight 14 deployed 26 V3 satellites, adding 10x the downlink capacity of a Falcon 9 Starlink launch • Next Starship flight is targeted for November, with an attempt to catch both the booster and ship As for the BIG strategic commentary • Management targets weekly flights during 1H 2027 • Starlink Mobile surpassed 22M monthly users, +37% QoQ. Mobile V2 satellite deployment is planned for 2027 • SpaceX is targeting approximately 13 GW of compute capacity by the end of 2027 • Terafab targets a functional test chip in May-June 2027 and volume production during 2H 2028 This was a big surprise with Elon Musk breaking all expectations and giving more aggressive guidance and commentary to look forward to

$ZETA's take on the $CRM planned acquisition of Braze: "Salesforce and Braze will spend the next two years integrating. Zeta will spend them extending its lead" They believe that the deal could create a window over the next 1–2 years: • Customer uncertainty → Doubts about the product roadmap could push companies to consider other alternatives ($ZETA) • Execution → Integrating platforms takes engineering resources and management attention → $ZETA wants to use that time to advance AthenaOS and win customers • Data → Braze adds customer engagement capabilities to Salesforce → But it doesn’t replicate $ZETA's proprietary consumer intelligence If $ZETA turns more customer evaluations into wins, its position could improve If it fails to capitalize, they may end up facing a stronger Salesforce Which outcome do you expect for $ZETA?

If you had to hold $100K in one of these stocks for the next 10 years, which one would you choose? $ONDS $NBIS $NVDA $ZETA $OSCR

$HIMS This is getting very, very tight

Thoughts on $APP? A deep fundamental recap will be released today inside the group

$ONDS down 44% over the last 6 months $IREN down 43% over the last 6 months $RKLB down 43% over the last 6 months $TE down 49% over the last 6 months I believe all of these are at generational buying opportunities Although macro is something we always have to keep in mind NFA

$PLTR’s partnerships are expanding across marketing, defense and AI infrastructure $ZETA x $PLTR → Zeta’s Data Cloud being rebuilt on Foundry, connecting Athena with broader enterprise data → An additional sales channel into eligible Palantir customers → Management sees potential for $100M+ in annual revenue in coming years $ONDS x $PLTR → Regna AI: specialized sovereign AI for governments and enterprises → Built to support Ondas’s autonomous systems and serve external customers → A potential new AI business alongside its existing platforms $NBIS x $PLTR → Preferred sovereign AI infrastructure partner → Bringing Nebius compute and inference to eligible Palantir customers → An additional channel for enterprise computing demand For Palantir, these partnerships expand the applications and reach of its software But for the ZETA ONDS and NBIS, it strengthens their products, open new markets and generate additional revenue

Let me be very clear $ONDS sitting around the 0.618 fib level If support holds here, I believe this is one of the best setups in the entire market right now Wave 3 price target: $30 NFA

$KRKNF has revisited support after the market pullback Price is is now 65% from its highs, coinciding with the Covelya acquisition which is a sharp disconnect Kraken’s 2026 guidance, which includes only six months of Covelya: • 2026 revenue guidance: C290-320M, +184-213% YoY • AdjustedEBITDA: C65-75M, +163-204% YoY The acquisition brought 17% dilution, but those shares have already been issued Fundamentally and strategically, this is a great acquisition and demand is showing up across the expanded portfolio Combined 2026 product orders for Kraken and Covelya reached C$355M, spanning • Sonar • Navigation • Monitoring • Other subsea systems $KRKNF currently trades at 4.7-5.1x guided 2026 sales And this guidance only captures 6 months of Covelya's so H1'27 growth will also be strong We got a stronger revenue base and strategic positioning but weaker price Are you buying $KRKNF?

Man the bots in the comments are getting out of hand It’s getting very hard to respond to everyone @X do something

$ASST has found support at the 0.382 fib level, exactly where we expected Now let’s see if it holds above If it does, Wave 5 is next NFA

Which is the biggest opportunity in the market right now?

Rising wedge on the $SPY Be careful guys, always keep some cash available The bearish scenario plays out once it breaks below and retests from below NFA

$BIDU is currently down 37% since we warned you about the setup Right now I see it moving towards the support box, that’s where I want to see the bulls step in $BIDU has had a very tough few months. Let’s see if support holds NFA

Extreme Fear doesn’t scare me It excites me

Patience will pay off. Trust me That’s what we said on April 24th, 2025 $OSCR is currently at $31.94, a 167% move NFA