$Planet Labs(PL.US)The contract was implemented as scheduled. Will the shares in hand be called away by the 25call at 1.30? 🤔
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一个在超市里的黄椒。 时不时分享点ai报告
黄椒Suggestions for you to follow
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$XPeng(XPEV.US) The flying car is coming to market!
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I have a document in hand, the battery series for AI glasses is ai1, but its specific code is ai2 50124102 608wh/ 225kg/l
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$Enovix(ENVX.US)Ran through it again yesterday, orders might even come earlier🤔?
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$Enovix(ENVX.US) found non-public documents today, plus a bit more
Enovix
USENVX
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Tears in my eyes, I always thought Longbridge never paid me for my articles, but today I found out they actually paid me three times, 50 each time😆
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I didn't pay much attention before, but the envx26 should be the 1000+wh/L ex2m on Honor in the second half of the year, with an electrolyte voltage of 4.5v+ 🤔. I had some doubts before, but now they're gone.
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Considering increasing holdings in XPeng on Monday🤔
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The US bombed Venezuela, you might want to consider keeping an eye on pl
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$Enovix(ENVX.US) is quite interesting. International logistics restricts battery capacity to 20Wh for Apple, Samsung, and domestic phones going overseas, but foldable screens naturally have dual batteries 🤔
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Start paying attention to intel and nio again🤔
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I saw many people's year-end sharing, thinking they've grown, and the returns are indeed very attractive, but I still think they look like gamblers. Am I too conservative? Or too timid?
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Redwire Corporation (NYSE: RDW) 深度全景研究报告：构建太空工业基础与多域防御体系的战略演进与投资价值评估
Release Date: December 22, 2025 Research Target: Redwire Corporation $Redwire(RDW.US) Industry Classification: Aerospace & Defense / Space Infrastructure / Unmanned Systems Technology Report Type: Institutional Deep Coverage / Comprehensive Investment Analysis 1. Executive Summary: Core Assets in the Industrialization Phase of the Space Economy As the global space industry transitions from early-stage exploration and experimentation to full-scale commercialization and industrialization, the demand for underlying infrastructure is growing exponentially. Against this grand industry backdrop...
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Repligen Corporation (RGEN)：生物工艺领域的创新引擎与投资价值深度研究报告
1. Executive Summary: Establishing Unique Alpha Returns in the Biopharmaceutical Supply Chain 1.1 Core Investment Thesis: From "Water Seller" to "Efficiency Architect" Against the backdrop of profound structural adjustments in the global biopharmaceutical industry, Repligen Corporation $Repligen(RGEN.US) has evolved from a traditional upstream consumables supplier to the core architect of the bioprocess efficiency revolution. This report aims to provide professional investors with a detailed analysis of Repligen's investment value and overall development...
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BWX Technologies, Inc. (BWXT) 深度投资价值与全景发展战略研究报告
1. Executive Summary: Strategic Assets at the Intersection of Nuclear Renaissance and Geopolitics In the dual macro context of reshaping the global geopolitical landscape and accelerating energy transition, BWX Technologies, Inc. (hereinafter referred to as "BWXT" or the "Company") is currently at the most critical strategic opportunity period in its corporate development history. As a leading enterprise with over a century and a half of industrial heritage, specializing in nuclear technology applications, BWXT is not only an indispensable part of the U.S. defense industrial base but also a global leader in nuclear medicine innovation and advanced commercial nuclear energy deployment...
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FY2026 National Defense Authorization Act (S. 1071): The New Global Market Order Under Capital Diversion and Technological Containment
Chapter 1 Executive Summary: Geopolitics and the Structural Fracture of Capital Markets On December 18, 2025, as U.S. President Donald Trump officially signed the S. 1071 bill, the "National Defense Authorization Act for Fiscal Year 2026" (NDAA FY2026), global capital markets and Sino-U.S. economic relations officially entered a new era of irreversible "structural divergence." While legally, this is merely an annual appropriations bill authorizing over $900 billion in defense spending, its substantive content and far-reaching implications...
AI报告-宏观
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$XIAOMI-W(01810.HK)@Turtle Investment, I've looked around and it seems everyone is quite optimistic about the 1260h list rumor. I wonder what StockPro thinks? Am I the only one deeply worried? Or am I overthinking it? 🧐
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Plan to re-track and observe in depth, focusing on twst
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Last Wednesday, I rebalanced from lunr to pl and made a 40% profit. In the past two days, I gradually rebalanced back from pl to lunr and made another 30% profit. These are the two most satisfying trades, completely consistent with my analysis 🥰🥰🥰
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$Intuitive Machines(LUNR.US) meets expectations, still a long way to go
Intuitive Machines
USLUNR
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$Intuitive Machines(LUNR.US) The executives are all old foxes
Intuitive Machines
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$Miniso(MNSO.US) Want to buy MINISO and follow Boss Ye for a trade, but every time I browse it's hard to hold back@大花卷