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

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

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)

🔹 Outlook Summary  The Deutsche Bank partnership is a strategic positive that enhances Bullish's reputation, institutional reach, and long-term growth path. Analysts see 50–70% potential upside over 2–3 years, if execution stays on track and crypto markets remain stable. Verdict: Structurally bullish — but performance-driven story. 🔹 Price Forecasts (based on various AI) Time Horizon Bull Base Bear Weighted Fair Price 12 months  ≈ $59-$75 24 months  ≈ $72–$100

About a year or two back, a lot of people were skeptical about Palantir (PLTR): Critics said it was too dependent on government contracts, had unclear profitability, and that its commercial business wasn’t scaling fast enough. Its stock went through a long period of underperformance, and many analysts outright dismissed it as “overhyped.” But in 2023–2024, Palantir turned things around with consistent profits, strong AI/data platforms (especially AIP), and new contracts that proved its tech had both government and commercial demand. Now it’s widely recognized as a serious player in AI and defense-tech. Now, BigBear.ai (BBAI) is facing very similar criticism today: People say it’s too small, too dependent on government contracts, not profitable, and competing against giants like Palantir. B

High Risk, highly speculative: Quick In & Out. Or don't even think of buying it if u hv a weak heart. At the current ~$0.40 level, JEM is only worth the risk if you’re treating it as a speculative short-term momentum trade and can afford to lose the capital. For most traders, it’s safer to wait for: a clear technical breakout on volume (confirmation buyers are stepping in), or a news catalyst (new contracts, partnerships, or financing). Otherwise, the risk (dilution, thin float, IPO hangover) is higher than the potential reward.

Next Palantir or not? Or equate Palantir to Bitcoin and BigBear to Etherium? The One & Two AI in the Defense industries? A Quick Summary of BigBearAi Background. Always Good to know(AGTK) what are you buying into. 1. McAleenan’s (Current CEO since Jan2025)past under Trump does give BigBear.ai a potential opening, especially in a Trump administration that wants to leverage AI / defense / homeland security tools, border security, etc. But this advantage is conditional on performance, alignment, and follow-through. 2. The company is under pressure: from expectations, from government contracting complexity, from financial losses. Recent upward surges in stock price seem more driven by expectations and speculation than solid execution. 3. Analysts are pulling back somewhat. While still

Investor Takeaways Why You Might Invest Speculative Upside: If tech succeeds, share price could double/triple in 2 years. Validation: Army’s Phase II selection = strong credibility signal. Momentum: Multiple government contracts in past year = positive trend. Optionality: Small bet could deliver big upside if scaled procurement follows. Why You Might Avoid Weak Financials: Limited cash runway, negative OCF, low margins. Small Contract: Too modest to transform fundamentals. High Risk of Dilution: Shareholders could be diluted if cash burn persists. Unfavorable Probabilities: Monte Carlo median outcome = no gain. Speculative Stock: Driven more by news headlines than fundamentals.

Sharing the Risk and Return of this Penny stock - *Reminder - High Risk* Monte-Carlo results (summary) Expected (mean) price ≈ US$6.49 (≈ 2.36× current price). Median price ≈ US$1.375 (≈ 0.5× current price). Probability price > current ≈ 40%. Expected total return ≈ +136% over ~1.75 years. Annualized expected return ≈ +63% / year (highly volatile and driven by tail outcomes). Key percentiles: 10th percentile ≈ $0.275 (severe downside). 25th percentile ≈ $0.275. 75th percentile ≈ $8.25. 90th percentile ≈ $27.50.

Will it be the 2nd Palantir? I don't know. I hope it will as I own a small lots and intent to hold it for long though it has already doubled.  Competitive Edge: BigBear.ai's focus on mission-ready AI solutions differentiates it from broader AI providers, giving it an edge in niche defense applications67. The company's backlog of $385 million in contracts further solidifies its growth trajectory8. Summary: BigBear.ai's Navy deal is a significant milestone that could enhance its market share in the defense AI sector. The collaboration highlights its technological capabilities and strategic alignment with defense priorities, likely driving future growth. However, execution and scalability will be key factors to monitor.

Wait and See! Not advisable to 'Chase' at this price and hope it goes higher and higher. If you fomo, can considered to buy in a small number first and observed. Do not all in. As of now,  it is likely in or near the “top of Base / low Bull” region in terms of risk/reward. Much of the upside in a Bull scenario is conditional on contract wins, execution, and stabilization. The stock currently looks more volatile than safe. If you buy now, you're somewhat betting that a Bull-type scenario unfolds. If not, downside is material. Footnote : Rep. Lisa C. McClain bought between US$15,001 and US$50,000 of BigBear.ai stock. Several big institutions hold (and many added) meaningful BBAI positions in Q2-2025, including Vanguard, BlackRock, and a few others who added millions of shares (wort

Buy Reason: Profitable small-cap with positive cash flow and potential upside if supply chain business grows and crypto strategy succeeds. Bull Case 12M Price: ~US$0.75–1.00 Reasons Not To Buy: Extremely small float and market cap → very high volatility and liquidity risk. Bear Case 12M Price: ~US$0.12–0.18