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π¨ Another Crazy Busy Week Coming π¨
π
EARNINGS THIS WEEK NOV 9β13
Here are the companies on my watchlist reporting this week π
Many that I own πͺ
I will be very active on those stocksπ
Also donβt miss my Weekly newsletter that is coming out every Sundays at 9am βGet Ready for the weekβ, notifications on π
π΅ MONDAY β NOV 9
$CEG Before Open βοΈ
$ABCL After Market Close
$HIMS After Market Close
$ZETA After Market Close
$RKLB After Market Close
$TTWO After Market Close
$MARA After Market Close
$TTD After Market Close
$OXY After Market Close
π΅ TUESDAY β NOV 10
$RGTI After Market Close
$CRWV After Market Close
$FLY After Market Close
$PBR After Market Close
$QBTS before open βοΈ
$MNDY before open βοΈ
$NRG open βοΈ
π΅ WEDNESDAY β NOV 11
β’ No confirmed earnings from my list.
π΅ THURSDAY β NOV 12
β’ $NBIS Before Open βοΈ
β’ $ABSI Before Open βοΈ
β’ $NU After Market Close
$AMAT After Market Close
$CSCO After Market Close
π΅ FRIDAY β NOV 13
β’ No confirmed earnings from my list.
Letβs see who delivers! π
#Earnings #Stocks #Investing #StockMarket
π $LPTH
4 BIG takeaways from the Q1 FY2027 earnings call!
1οΈβ£ Strong revenue growth: Revenue reached $20.8M, up 38% YoY. Assemblies and modules grew 76% and now represent 51% of total revenue.
2οΈβ£ Big improvement in margins:
Gross margin jumped to 41.4%, compared with 29.8% last year. Adjusted EBITDA was positive for the 5th consecutive quarter at $1.3M. Management expects higher-margin assemblies and cameras to continue driving improvement.
3οΈβ£ Record backlog:
Backlog reached $132.9M, up 54% YoY.
Approximately $110.8M is scheduled for delivery within the next 12 months. Management says these are firm, funded orders.
4οΈβ£ Defense and drone opportunity: A defense customer ordered more than 50,000 optical assemblies for drone cameras. Another customer placed an $11M follow-on order for infrared cameras. LightPath is also developing its Black Diamond glass technology to replace germanium in defense optics.
π‘ The bigger picture:
LightPath is moving toward higher-value products, including complete camera systems and optical assemblies. Its Black Diamond technology could become a major advantage as the U.S. defense industry reduces reliance on foreign-sourced germanium.
β οΈ One thing to watch:
Supply-chain delays caused revenue to come in slightly below managementβs expectations.
The company is increasing production but needs to deliver its backlog on time.
My take: I really like the direction. Revenue growth, 41.4% gross margins and a 54% increase in backlog are encouraging. The next challenge is execution: turning those orders into revenue and maintaining margins .
Follow me! Letβs learn, grow & win together. π€
#LPTH #Defense #Drones #Infrared #Technology #Stocks
$LWLG Lightwave Logic reported Q3 results
π Revenue: ~$38K (vs. ~$29K YoY) β
GAAP EPS: β$0.05 (vs. β$0.04 YoY) π° Net Loss: ~$7.2M (vs. ~$5.1M YoY) π R&D Expense: ~$4.3M (up from ~$2.9M) π₯ Foxconn demonstrated a Silicon-Organic Hybrid (SOH) optical transceiver using LWLGβs EO polymer technology β‘ Volume production timeline pushed to 2028 due to foundry and qualification delays
(Revenue is still almost entirely from development contracts / milestones. Company continues investing heavily in polymer development, device performance, foundry integration, and prototyping. Deferred revenue ~$100K as of quarter-end.)
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LASERS are in the AI future
πππ
Norway now has more than 2,000 underwater AI laser robots shooting lice off its salmon
they're made by a company called Stingray, and they already guard more than 50 million salmon and trout 24/7
the reason is sea lice, tiny parasites that latch onto salmon and feed on them
as few as 11 can kill a small fish, and one pen can hold 150,000 salmon
the usual fix is pumping the fish out and blasting them with warm water or water jets to knock the lice off
but the handling is so rough that Norway's fish health report ranks it the top cause of death in full-grown farmed salmon
so instead, Stingray puts a robot inside the pen that hunts lice one at a time, all day:
> two cameras watch every salmon that swims past
> AI checks two frames to make sure it's really a louse
> then a green laser fires from up to 2 meters away
> the salmon's scales reflect the beam, so the fish swims off fine and the louse is dead
we now live in a world where AI lasers do pest control on your dinner lmao
$FLY 1.7B backlog
Youβre not bullish enough!!!
π $FLY
4 BIG takeaways from the Q3 2026 earnings call!
1οΈβ£ Explosive revenue growth: Revenue reached $110.7M, up 259% YoY. Gross profit was $25.3M, with a gross margin of approximately 23%.
2οΈβ£ Record backlog: Backlog reached $1.7B, up from $1.5B last quarter. New wins include a $94M Space Force contract and two European Alpha launch contracts.
3οΈβ£ Huge AST SpaceMobile opportunity: Firefly signed agreements worth more than $1.3B with AST SpaceMobile for rocket engines, licensed technology and engineering support. This could become a major growth driver.
4οΈβ£ More space opportunities: Firefly joined NASAβs $10B CLPS 2 initiative, won its first Mars-related contract worth $13M, and signed a partnership with Starcloud to demonstrate AI computing in lunar orbit.
π‘ The bigger picture:
Firefly is expanding beyond rocket launches into lunar landers, orbital vehicles, national security and space infrastructure. Its 2026 revenue guidance is $440Mβ$450M.
My take: I like the $1.7B backlog and the AST agreement. Firefly is building a much bigger business, but the challenge is turning these contracts into revenue while reducing cash burn.
Execution will be everything.
Follow me! Letβs learn, grow & win together. π€
#FLY #Space #Aerospace #Defense #Stocks
$LPTH (LightPath Technologies) just reported fiscal Q1 2027 results after the close. Revenue was a bit light vs. consensus, but margins expanded and backlog hit a new record.
π $LPTH LightPath Technologies reported Q1 FY27 results
π Revenue: $20.8M (+38% YoY) vs. ~$21β$22M expected β
GAAP EPS: β$0.02 (improved from β$0.07 YoY) π° Adjusted EBITDA: $1.3M (vs. $0.4M YoY) π Gross Margin: 41.4% (vs. 29.8% YoY) π₯ Record Backlog: $132.9M (+54% YoY; +20% QoQ) β‘ Assemblies & Modules: $10.5M (+76% YoY) β now 51% of revenue
(Strong defense demand continues, including drone/counter-UAS orders and BlackDiamond-related programs. China manufacturing divestiture completed. No formal numerical FY27 guidance provided.)
$FLY (Firefly Aerospace) just reported Q3 2026 results after the close. Solid beat.
π $FLY Firefly Aerospace delivered a strong Q3 beat!
π Revenue: $110.7M vs. ~$102.3M expected β
EPS: β$0.45 vs. ~β$0.53 expected π° Record backlog: $1.7B (up from $1.5B in Q2) π₯ Signed contracts valued at more than $1.3B with AST SpaceMobile (licensed IP, engine delivery, and engineering support) β‘ FY2026 revenue guidance: $440Mβ$450M
(Recent catalysts also include selection for NASAβs CLPS 2 lunar program and a multi-launch agreement with Synspective for up to 10 Alpha missions through 2030.)
$RGTI (Rigetti Computing) just reported Q3 2026 results after the close. Revenue came in light.
$RGTI Rigetti Computing reported Q3 results
π Revenue: $1.4M (β28% YoY) vs. ~$3.5M expected β
Non-GAAP EPS: β$0.06 vs. ~β$0.05 expected π° Cash & Investments: $497.1M (no debt) π Operating Loss: $33.2M π₯ Achieved 99.5% median two-qubit gate fidelity on Cepheus-1-108Q system β‘ Secured definitive agreement for up to $100M in CHIPS Act R&D funding from the U.S. Department of Commerce
(FY2026 revenue outlook ~$20M, contingent on Q4 recognition of the C-DAC India system order. GAAP net loss improved sharply due in part to a non-cash warrant revaluation gain.)
$CRWV (CoreWeave) just reported Q3 2026 results after the close.
π $CRWV CoreWeave delivered a strong Q3 beat & raise!
π Revenue: $3.66B (+168% YoY) vs. ~$3.54B expected β
Adjusted EPS: β$1.27 vs. ~β$1.55 expected π° Adjusted Operating Income: $379M (double-digit margin, ahead of plan) π GAAP Operating Income: $207M π₯ Full-year 2026 revenue guidance RAISED to $13.00Bβ$13.30B β‘ Revenue backlog: $132.5B; contracted power >4.6 GW
(Sequential revenue jumped more than $1B. Adjusted operating margins hit double digits a quarter early. Capex guidance lifted to $37β$39B; interest expense remains elevated.)
Hey @grok if we need data centers so much which specific sectors will benefit from this need ?
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$CRWV investors
Here the link to catch the earnings this afternoon π
Call at 5pm ET
investors.coreweave.com
$LPTH investors
Here the link to catch the earnings this afternoon π
Call at 5pm ET
br.advfn.com/noticias/ACCESSβ¦
$AXTI
Daily chart π
Teal line and now we have an opportunity for a double bottom reversal .
Letβs see if momentum build back .
Bullish divergence didnβt play out which is bearish and why we got the drop.
Fundamentals π
Strong growth, improving margins and a growing backlog.
Thatβs what I like about $AXTI
If it was closer to his weekly 200MA it will be a buy opportunity for me.
For now Iβm waiting for confirmation.
Follow me β together, we win! π
$COHR $AAOI $LITE $MTSI $IPGP $WOLF $ENTG $CAMT $FORM $VECO
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$EOSE basing
Daily chart π
Sideway creating a base and pressure .
Follow me β together, we win! π
$QS $SLDP $MVST $AMPX $FLNC $STEM $PLUG $BE $FCEL $BLDP
$JD
Daily chart π
Rejected at the 200MA and this is normal and now a retest of the 50MA will be healthy.
Follow me β together, we win! π
$BABA $PDD $VIPS $TCEHY $NTES $BIDU $MELI $SE $AMZN $CPNG
$HITI
Daily chart π
The close of the day is very important.
As you can see β¦
Reversal signal doing his things and a retest of the 200MA is the most likely.
Even a swipe under to grab more liquidity.
Between my teal lines is the reversal zone for me.
Follow me β together, we win! π
$MSOS $CURLF $GTBIF $CRLBF $CGC $ACB $TLRY $OGI $SNDL $VFF
$HITI
Daily chart π
Beautiful stage 2 break out, letβs close the day above this support.
Bearish divergence didnβt play out ==> very bullish.
Volume on point today πͺ
Rotation ==> Cannabis is gaining momentum π
Follow me β together, we win! π
$MSOS $CURLF $GTBIF $CRLBF $CGC $ACB $TLRY $OGI $SNDL $VFF
$MARA
Daily chart π
We reclaimed an important support today, some resistance here with the 20MA, letβs see if we can break it in the next days.
RSI doing higher highs/ higher lows very constructive and look at the selling volume ==> declining nicely.
Iβm very optimistic on this one .
We might have found our bottom.
Follow me β together, we win! π
$RIOT $CLSK $CIFR $HUT $BTBT $CORZ $WULF $IREN $BITF $BTDR
















