To The Moon

$AST SpaceMobile, Inc.(ASTS)$  ATS: The Gateway to Modern Hiring • Automation Powerhouse: Applicant Tracking Systems (ATS) serve as the primary digital gatekeeper, used by 99% of Fortune 500 companies to collect, sort, and rank thousands of resumes. • AI Integration: In 2026, systems have moved beyond simple keyword matching to Natural Language Processing (NLP), which understands the context of your achievements rather than just scanning for titles. • Efficiency Gains: These platforms can reduce the hiring cycle by up to 60%, processing over 10,000 resumes per hour to surface top talent for human recruiters. • Format Matters: To pass the initial "bot" screening, resumes must be formatting-friendly, typically requiring text-based PDFs or Word

$AST SpaceMobile, Inc.(ASTS)$   ATS: The Gateway to Modern Hiring • Automation Powerhouse: Applicant Tracking Systems (ATS) serve as the primary digital gatekeeper, used by 99% of Fortune 500 companies to collect, sort, and rank thousands of resumes. • AI Integration: In 2026, systems have moved beyond simple keyword matching to Natural Language Processing (NLP), which understands the context of your achievements rather than just scanning for titles. • Efficiency Gains: These platforms can reduce the hiring cycle by up to 60%, processing over 10,000 resumes per hour to surface top talent for human recruiters. • Format Matters: To pass the initial "bot" screening, resumes must be formatting-friendly, typically re

jpm JPMorgan Chase (JPM) entered 2026 with significant momentum, reporting a standout **Q1 2026 net income of $16.5 billion** on $50.5 billion in managed revenue. This performance was bolstered by record-breaking growth in its Payments division and a 20% year-over-year surge in Markets revenue. Strategically, the bank has committed nearly **$20 billion to its 2026 technology budget**, with a $1.2 billion incremental increase specifically targeting the industrialization of **Generative AI** for customer service and software engineering. While the stock has seen recent volatility, trading around **$312** as of late April, the firm remains a dominant force, maintaining a #1 global ranking in investment banking fees and aggressively pivoting from a defensive market stance to a bullish outlook

The true value of business transformation lies not just in the adoption of emerging technologies, but in the seamless industrialization of these tools to drive tangible outcomes. By bridging the gap between innovative Generative AI frameworks and scalable cloud infrastructure, organizations can move beyond experimentation toward a future of sustained operational excellence. This shift requires a strategic balance of technical precision and human-centric leadership, ensuring that every digital milestone serves the broader objective of long-term growth and client empowerment."

Amazon is the strongest fundamental story of everything we’ve discussed. Trailing revenue of $717B, net income of $77.7B, 50% gross margins  — this is a genuinely diversified, profitable machine. AWS is growing at 24% year-over-year on a $142B annualized run rate, winning major enterprise deals across OpenAI, Visa, the US Air Force, BlackRock and others.  The advertising business is now at an $85B annualized run rate  — most people still underestimate how big that is. Earnings report on April 29 — not yet out. The one real risk to watch: Amazon’s Leo satellite program adds ~$1B in year-over-year costs in Q1 alone , and tariffs create uncertainty for its retail margins. Recommendation: Buy or hold with conviction. Of everything in this list, Amazon has the most durable, multi-engine bus

Amazon is the strongest fundamental story of everything we’ve discussed. Trailing revenue of $717B, net income of $77.7B, 50% gross margins  — this is a genuinely diversified, profitable machine. AWS is growing at 24% year-over-year on a $142B annualized run rate, winning major enterprise deals across OpenAI, Visa, the US Air Force, BlackRock and others.  The advertising business is now at an $85B annualized run rate  — most people still underestimate how big that is. Earnings report on April 29 — not yet out. The one real risk to watch: Amazon’s Leo satellite program adds ~$1B in year-over-year costs in Q1 alone , and tariffs create uncertainty for its retail margins. Recommendation: Buy or hold with conviction. Of everything in this list, Amazon has the most durable, multi-engine bus

AMD is the most interesting risk/reward of this entire list — a real business with real growth, but with specific landmines you need to understand. What the numbers actually show: • Q4 2025: revenue up 34% year-over-year to $10.3B, operating income up 101%, non-GAAP EPS of $1.53 vs $1.24 expected — a 23% beat.  • Q1 2026 guidance calls for ~$9.8B revenue, implying 32% year-over-year growth, with 55% gross margins.  • Long-term targets include over 60% annual data center growth, tens of billions in AI revenue by 2027, and EPS above $20 in the strategic timeframe.  The real risks — don’t ignore these: • AMD is forecasting zero additional China GPU revenue beyond $100M in Q1 due to export restrictions  — that’s a meaningful revenue hole given China was a significant market. • Semi-custom

JPMorgan (JPM) is a completely different animal from the three we just discussed — this is an actual profitable business, not a bet on future technology.​​​​​​​​​​​​​​​​ JPMorgan is the most straightforward story of everything we’ve discussed. Q1 2026: net income up 13% to $16.5B, revenue up 10% to $50.5B, record trading revenue — all beats.  This is a machine that actually works. The real risks worth knowing: Basel III regulatory changes would uniquely raise JPMorgan’s capital requirements compared to peers, which management flagged as a competitive disadvantage.  And Dimon is openly warning about weakening credit standards, stress in leveraged borrowers, and a potential tougher credit cycle ahead  — which is notable because he’s rarely alarmist without reason. Expenses also rose 14% y

Navitas (NVTS) — be very careful here. The technology is real — GaN and SiC power chips are genuinely important for AI data centers and EVs. The Nvidia collaboration gave the stock a massive credibility boost. But look at what’s actually happening underneath: full-year 2025 revenue declined 45% to just $45.9 million , and Q1 2026 guidance is only $8–8.5 million in revenue  — that’s a tiny company. The stock has more than doubled in under a month, going from ~$7.83 to over $17 , driven almost entirely by sentiment and the Nvidia name-drop. The Nvidia collaboration is non-exclusive — meaning Nvidia can work with any competing power supplier simultaneously.  Meanwhile, Wall Street’s consensus price target sits around $7  — less than half the current price. Do not chase this. If you don’t

Rocket Lab is a legitimate business with real revenue growth and a smarter model than most space companies, but at a $50B market cap with no profits, -38% operating margins, and a fresh $1B share dilution, you’re paying a premium price for a future that hasn’t arrived yet. The entire bull case hinges on Neutron launching successfully and competing with Falcon 9 — that’s a single high-stakes technical and commercial bet. If Neutron delivers, the stock could re-rate significantly. If it’s delayed or underperforms, the valuation has a long way to fall. Don’t buy at current levels. Wait for the May 7 earnings call, watch what they say about Neutron timelines and cash burn, and look for an entry closer to $60–65 where the risk/reward makes more sense. The space sector tailwind is real, but that