Top 8 Deals in the Market Right Now:

1. ‎$ASTS — Market Cap $34B Direct Satellite Connection for the device to 3.2B subscribers. The commercial service starts this year.
Destination 2030: $500b+

2. ‎$NBIS — Market Cap $25B Deal $27B with $META Deal $19.4B with $MSFT Investment $2B from $NVDA All racks sold out.
Destination 2030: $300b+

3. ‎$KRKNF — Market Cap $1.8B The sole supplier for ‎$ANDI Anduril and Ghost Shark and HII REMUS and Rheinmetall. 8 subsystems in each structure, and in the end they end up on NASDAQ.
Destination 2030: $15B+

4. ‎$EOS.AX — Approximate Market Cap ~$1.2B USD First 100kW laser export in the world. Their clients include ‎$US Army and ‎$NOC Northrop Grumman with unconditional backlogs A$459M Gross margin 63%
Destination 2030: $10B+

5. ‎$AAOI — Market Cap $7B. Growing 130% year-over-year. Directed at $1B revenue in 2026. Hyperscaler orders ‎$124M within weeks. They have a competitive trench with an internal InP laser.
Destination 2030: $50B+

6. ‎$COHR — Market Cap $40B Strategic investment $2B from ‎$NVDA . As part of S&P 500 CPO switches sold through 2027, a Silicon photonics foundry for the next generation of AI.
Destination 2030: $250b+

7. ‎$LITE — Market Cap $59B Investment $2B from ‎$NVDA . Revenues are up 85%+ YoY next quarter. Optical switch circuits are sold out.
Destination 2030: $350b+

8. ‎$BE — Market Cap $38B Oracle and Brookfield ‎$5B with ‎$AEP positioning. Backlog $20B Guidance 2026 revenues $3.1-3.3B they execute within 6-9 months versus the network 2-4 years. 30% ITC starts from now.
Destination 2030: $400b+

Have confidence and be patient

Each of these has a story that accumulates over years, and it’s trading right now at only a small fraction of what it will reach—God willing.

This is not investment advice.
$NVDA $LAC $BRKB
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