To The Moon

Is CPSH a Good Investment? CPS Technologies shows strong momentum as a growth play in AI infrastructure, EVs, and defense—evidenced by record revenues, major contracts, and facility expansion positioning it for 2026 upside. If AI data center buildouts (e.g., Nvidia demand) and gov't funding accelerate, it could deliver 50%+ returns, making it appealing for aggressive, risk-tolerant investors (e.g., 5–10% portfolio allocation). However, it's not a "safe" or broad-market bet: Limited analyst coverage, post-earnings pullback, dilution risks, and overvaluation flags suggest high downside (20–30% near-term). Volatility suits traders over long-term holders; WalletInvestor's bearish forecast highlights potential regression.  Recommendation: Moderate Buy for short-term (3–6 months) if it hold

Executive Summary : Google or Microsoft? Why  Buy Both - Theme: The “battle of AI business models” pits Google’s vertically-integrated strategy (chip → model → product → ads) against Microsoft’s ecosystem-and-partnership model (OpenAI + Azure + enterprise integration). Both firms are seeing strong AI tailwinds — but their monetisation pathways and ROI timing differ. Google’s ROI strength: The vertical stack yields compounding returns once infrastructure is amortised — lower long-term unit cost per AI operation. Monetisation spreads across multiple consumer products (Search, Ads, YouTube), giving diversified upside once AI enhances ad precision and user retention. However, short-term ROI is diluted by large capital outlays in chips and data-centres. Microsoft’s ROI strength: Immediate

What Berkshire (or its managers) presumably like 1. Stable subscription-based business Sirius XM has a large base of recurring revenue from subscriptions (satellite radio plus Pandora streaming) rather than one-time sales. Analysts note that over 70-75% of their revenue is subscription based. For a value investor who likes predictability, that’s a plus. 2. Attractive valuation and “margin of safety” The stock was trading at a relatively low multiple (for a business with stable cash flows) when Berkshire began significantly ramping up the position. For example, one write-up noted the shares were trading at about 8× earnings at that time. Value investors like Buffett often say: buy when others are fearful. 3. Large stakeholder position / potential influence / capital return Berkshire holds ~

Positive signal Secured $15.5 million contract — a confirmed order, not just a memorandum of understanding. Customer is a “longstanding multinational semiconductor manufacturer”, implying strong client trust and recurring business. 16.5% year-over-year growth in orders shows demand momentum for CPS's technology (advanced power-module components). Applications in high-speed rail and energy/grid infrastructure point to stable, government-backed industries with long-term funding.  For a cautious investor: This contract strengthens CPS's revenue visibility for the next 12 months, reducing near-term risk and validating their niche technology's demand.

If you’re considering buying ProKidney Corp. (ticker PROK) for the long term, one compelling reason is: > Potential of its lead therapy to address a large unmet medical need. ProKidney is developing a cell-therapy platform (namely REACT / “renal autologous cell therapy”) aimed at treating chronic kidney disease (CKD) in diabetic patients, a market with few disease-modifying options. Because CKD affects many people and presents serious complications (e.g., kidney failure, dialysis), if REACT succeeds in later-stage trials and gets regulatory approval, the company could have a strong growth opportunity. Cautious: The company is still in clinical stage (no commercial product yet), so there is significant risk of trial failure or regulatory setbacks. Analysts are mixed: some bullish (high u

The technology world is becoming even more interconnected — this time as Nvidia Corp. plans to take a billion-dollar stake in Nokia Corp. The equity investment comes alongside a new strategic partnership between the chip maker and the Finnish maker of networking infrastructure, moves that the companies say could generate “significant value” for both players. Here are the key details: Nokia's board resolved to issue 166,389,351 new shares to Nvidia at a price of US$6.01 per share. After the transaction, Nvidia would hold approximately 2.90 % of Nokia’s total shares. The investment is tied to a strategic partnership between the two companies focused on networking for the AI era — in particular 5G/6G RAN (radio access network) software and data-centre networking solutions. 

Interesting : One year ago: $OKLO $9/share, $0 in revenue. Today: $OKLO $175/share, still $0 in revenue. True? Yes, broadly true, though with caveats. What the data says - Oklo currently reports zero revenue. Historical revenue is also zero, i.e. Oklo has been “pre‐revenue” historically. The company is unprofitable, with operating losses and net losses. There is reporting that Oklo doesn’t expect to generate revenue until the future (e.g. 2027 or so). The stock has risen dramatically, fueled not by revenue growth but investor expectations, narrative, funding, and future potential. But, Zero revenue now doesn’t mean zero value — investors may be pricing in future growth, regulatory changes, contracts, or strategic positioning. In actual fact, They haven’t yet operationalized a commercial Au

Interesting : One year ago: $OKLO $9/share, $0 in revenue. Today: $OKLO $175/share, still $0 in revenue. True? Yes, broadly true, though with caveats. What the data says - Oklo currently reports zero revenue. Historical revenue is also zero, i.e. Oklo has been “pre‐revenue” historically. The company is unprofitable, with operating losses and net losses. There is reporting that Oklo doesn’t expect to generate revenue until the future (e.g. 2027 or so). The stock has risen dramatically, fueled not by revenue growth but investor expectations, narrative, funding, and future potential. But, Zero revenue now doesn’t mean zero value — investors may be pricing in future growth, regulatory changes, contracts, or strategic positioning. In actual fact, They haven’t yet operationalized a commercial Au

If that partnership works and leads to defense / federal contracts, it could drive future revenue growand margin expansion. Being early means you capture more of the upside if execution is good. decide to enter, here's how you might approach it to mitigate risk: Staggered entry / dollar cost averaging Don't put all capital in at once. Buy in tranches (e.g. over a few weeks or months) as more data comes in. Set a target / stop threshold If the stock drops significantly (say 20-30% below your entry) without signs of recovery, consider cutting position. Watch key data / catalysts Quarterly earnings, especially Q2 2025 and onwards Updates on contracts, government awards Execution / deployment news from the Tsecond partnership Any further restatements, control issues, or surprises in financials

Yes — there is a recent confirmed purchase by Cathie Wood's ARK Invest of DraftKings (DKNG). Here are the details: They acquired 511,049 shares of DraftKings. Retail Investors Might Be Missing Cathie Wood's moves often look contrarian in the short term but are tied to macro innovation themes that she believes will converge later. DraftKings (DKNG) isnt  just a betting platform — she sees it as part of a “prediction market” revolution. Here's what may not be obvious to retail investors: AI-Driven Prediction Models: DraftKings is increasingly using AI and machine learning for odds-making, fraud detection, and personalized betting — which aligns with ARK’s “AI in consumer platforms” theme. Data Asset Play: DraftKings holds massive user behavior data (sports, spending, timing, sentiment)