Drone company $DPRO has been consolidating all year. Revenue is growing and I'm bullish on their military revenue potential.
Earlier in the year they got a defense partnership with Global Ordnance, a U.S. defense prime contractor.
A lot of gap up days recently and potential
I'm seeing news Fervo Energy $FRVO was in the Wallstreet Journal today on the Google agreement. I did a deep-dive on Fervo months ago.
They have an agreement with hyperscaler Google-Alphabet for 3 GW already.
They also have deals with Shell for 31 MW for a 15 year deal and 320
As agentic AI continues to improve, fraud prevention, digital identity, and enterprise security are essential.
Cybersecurity is now an essential layer in the broader AI thematic.
SentinelOne's site in May says AI-powered phishing is forecasted to cross 42% of all global
Cronos Group $CRON post earnings follow through momentum continues. Cronos remains one of the best value stocks out there.
65% of the $1.27 bil market cap is in cash. The best balance sheet in the industry. $827 mil in cash. Net tangible asset value of $1.05 bil.
They hit last
Tempus AI $TEM has impressive relative strength today +9%. The revenue and earnings trend looks good. Q2 swung to a net profit. Technical bottom here on the chart.
I'm going to look over the last conference call transcript and 10-Q. I've been long an undersized position for
$PLUG's new CEO is a wizard. They continue to improve quarterly. They are still on the path to Q4 profitability.
-Gross margin improved to approximately breakeven about -0.9% vs -30.7% year over year (YOY)
-Operating expenses declined approximately 50% YOY
CEO Crespo says,
Defense ETFs $XAR and $ITA are near breakout levels. Defense spending and the emerging space industry will fuel this thematic for years to come. The technicals remain bullish. $MPTI is a favorite of mine.
Voyager Technologies $VOYG IPO'd a year ago. It's is a defense technology and space company in national security and space infrastructure.
Voyager does electronics and space technology for the U.S. and international space programs.
They work closely with NASA on building the
