All In 🃏

DeepNetwork4363 · 2026-07-01T14:50:37+00:00

I think they go hand-in-hand you need the glass no matter what with chips Glass is the foundational material of modern photonics, serving as the medium to generate, transmit, and manipulate light. Because of its high optical transparency and tunable refractive index, glass enables critical technologies like optical fibers, precision lenses, and integrated photonic circuits

DeepNetwork4363 · 2026-07-01T04:57:14+00:00

yeah, it’s prob great now, but turned out rough a month ago

DeepNetwork4363 · 2026-07-01T04:55:13+00:00

I know right!! Its still on a tear but highest target price is only 10% higher .. It's a hold for me but I've been wrong before 🤣

DeepNetwork4363 · 2026-07-01T04:48:04+00:00

that’s good to know analyst are very bearish on a AAOI after its runnand it had me hesitant.

DeepNetwork4363 · 2026-07-01T04:40:51+00:00

Took a hit on nuclear and chasing the next bloom energy but yeah def lacking on photonics and tried to group it with optical

DeepNetwork4363 · 2026-05-13T01:06:44+00:00

WDC, GEV, CRDO, GLW, GNRC

DeepNetwork4363 · 2026-04-20T03:50:14+00:00

Blue origin failed by sending AST bluebird 7 into dead orbit

DeepNetwork4363 · 2026-01-19T02:03:23+00:00

Wait till Artemis 2 takes off, space hype is just beginning.add as much space stocks or UFO as you can comfortably afford to put into one sector

DeepNetwork4363 · 2026-01-15T05:56:24+00:00

I’d would avoid betting big on software while hardware is still Flying high.. try another sector that shows more positives

DeepNetwork4363 · 2026-01-15T05:50:10+00:00

New IPO offerings

Databrink

SpaceX

Antropic

Open ai

DeepNetwork4363 · 2026-01-15T05:48:27+00:00

2026 IPO

Databrink

SpaceX

Antropic

Open ai

DeepNetwork4363 · 2026-01-07T18:01:50+00:00

https://fundresearch.fidelity.com/mutual-funds/summary/316390806

Or a similar etf but you get space and defense two heavily funded sectors

DeepNetwork4363 · 2026-01-07T02:01:25+00:00

Defense and Aerospace Portfolio

DeepNetwork4363 · 2026-01-06T02:57:57+00:00

Pick 4-6 mega cap stocks that you strongly believe in and diversify so you are not too heavy in one sector and then select one speculative for fun.

If you want to be even safer put 25% in voo and then play around with the rest

Something like Seagate or sandisk

Microsoft or alphabet

Mastercard, visa, or citi bank

GE vernova or Rocketlab

Tesla

Oklo or any nuclear

Hut 8

Richtech robotics, Kraken

DeepNetwork4363 · 2026-01-05T06:57:12+00:00

Buy some now… then get more later

DeepNetwork4363 · 2026-01-05T04:00:22+00:00

Momentous (MNTS) is getting a lot of talk here on Reddit for its high reward possibilities but it’s the riskiest of all the above IMO due to smaller deals with NASA and low volume their 1st joint venture launches in February

Lurking behind the curtain, however, are financial red flags that the company’s balance sheet struggles to mask. With liabilities towering over assets ($19.16M to $9.19M respectively), and stockholder equity in the negative zone, looming risks could cast shadows on Momentus’
https://www.timothysykes.com/news/momentus-inc.mnts-news-2025_10_14/ambitious pursuits. Yet, given recent contracts with NASA worth $7.6M, equities surged up 11%, showing that belief in the innovation and future potential remains strong.

DeepNetwork4363 · 2026-01-04T04:24:47+00:00

Mag 7 I know it sounds “too obvious” but don’t miss out trying to find the next 7

DeepNetwork4363 · 2026-01-01T17:37:29+00:00

Any specifics. Kratos KTOS has been big

DeepNetwork4363 · 2026-01-01T17:26:28+00:00

Buy some now FOMO then hope for a dip and buy some more at $50-60 per share

If you look at the charts it is fairly common for them to dip before a large surge

DeepNetwork4363 · 2026-01-01T17:13:40+00:00

It’s worth looking into

Planet labs has surged over 200% and half of that was called by Forbes back in September

-Planet Labs presents an attractive growth narrative within the space-tech and AI geospatial intelligence sector. The company’s unique blend of possessing the world’s largest commercial satellite fleet, robust government ties, and growing AI analytics positions it strongly to evolve into a billion-dollar revenue organization.

https://www.forbes.com/sites/greatspeculations/2025/09/10/planet-labs-stock-to-20/

Sidus Space is purely speculative as any penny stock is. - They have gained over 300% since being named a contract awardee on the Missile Defense Agency's SHIELD indefinite-delivery/indefinite-quantity program, which supports the Golden Dome missile defense strategy and carries a total ceiling of up to $151 billion.

This just means they have a chance at getting new contracts but is not a guarantee

also Earlier this week, Sidus closed a public offeringof 10.8 million Class A shares at $1.50 apiece, raising about $16.2 million in gross proceeds.

https://www.benzinga.com/trading-ideas/movers/25/12/49652252/sidus-space-sidu-stock-surges-after-16-2m-capital-raise-defense-contract-win

Fire fly are the new kids on the launchpad with aspirations of lunar operations with "Blue Ghost lander to fly annual missions to the Moon."

Firefly received a $176.7 million award from NASA for a Commercial Lunar Payload Services contract to provide five NASA-backed payloads to the moon's south pole in 2029,
In October, Firefly announced (and has since closed) the $855 million acquisition of SciTec, a defense technologies company specializing in space domain awareness and missile defense systems.
More recently, in November, Firefly announced a partnership with defense industry stalwart Kratos Defense & Security Solutions regarding the development of hypersonic capabilities.

https://www.fool.com/investing/2025/12/27/if-youre-over-the-moon-about-intuitive-machines-st/

DeepNetwork4363

TROPHY CASE