@KawzInvests

everyone’s fixated on humanoids but thats not where the real scale is. millions of robots coming that dont look human at all, factory arms, warehouse movers, all the practical stuff. those scale way faster than humanoids ever will. $BB

Interesting...

The defense trade just reignited... Last night, $AVAV had a monster quarter, beating revenue by 15% and EPS by 24%. WSJ also put out an article last night titled "America Needs More Weapons. JPMorgan Wants to Add Its Firepower." Jamie Dimon is reportedly pushing JPMorgan more aggressively toward its existing $10B investment plan, targeting companies tied to U.S. national security and economic resilience. This is arguably the most important wall street figure giving a nod to the defense long. We're calling the bottom on defense stocks now, you can read our article breaking down our research thesis and picks in the comments or in bio.

BOOM $SKHY

$PENG has been experiencing a strong rally ahead of earnings July 7. Some recent catalysts have been: > Became an invitation-only NVIDIA AI Factory Specialized Partner. Validates $PENG as one of the few NVIDIA AI factory execution partners globally. > Brought Korea's Haein sovereign AI cluster live in 2 months (1,000+ B200 Blackwell GPUs, 50+ miles of fiber) > Launched the industry's first production-ready CXL KV Cache Server first customer was a Tier 1 financial institution > Won Dell Technologies Americas AI Partner of the Year > Guidance reaffirmed at the HIGH END of full-year range ($1.67B revenue, $2.30 EPS) > Stifel raised PT from $24 → $66 (+175%) Some future catalysts to watch: > Q3 earnings July 7 first print under new CEO thesis framing > New sovereign AI contracts Middle East, Southeast Asia, and Europe all building national AI infrastructure > Photonic Memory Appliance in development $PENG is building a photonic memory appliance with Marvell that would combine photonic interconnects with their existing CXL KV cache stack, a next-gen inference memory architecture no competitor has publicly announced > CDW distribution ramp unlocking SMB and mid-market demand at scale > Index/ETF inclusion at ~$3.6B market cap and +247% YTD, the stock is now large enough to force passive buying $PENG $NVDA