u/srgp294

Ahora que Binance tiene que cesar operaciones (al menos temporalmente) en Europa, cuál creéis que es mejor broker para España? Bit2Me o Bitvavo?

The company is trading at a sky-high Price-to-Sales (P/S) ratio (around 45x) and remains unprofitable, but it has some fundamentals that are making me consider adding it as a speculative play in my portfolio.

Here is a quick summary of the key points for discussion:

They just delayed and adjusted their financial reports to comply with US regulations. The reason? They are preparing a dual listing to start trading on the New York NASDAQ, which would inject a massive amount of liquidity.

Top Management Team: The new CEO and the Chairman previously led divisions at the giant GlobalFoundries. The goal is clear: transition from being a prototyping engineering firm to mass-producing chips. The rest of the team consists of industry veterans and former founders, so they definitely have the experience and a proven track record.

"Secret" Fortune 100 Customers:
Apple (Consumer): They are developing micro-lasers for health sensors in wearables (estimated at 50M units/year).
Meta (AI): Their optical chips replace traditional copper wiring to connect Nvidia GPUs using light, eliminating bottlenecks in AI data centers.
Amazon Kuiper (Satellites): Million-dollar radiofrequency contracts for low Earth orbit (LEO) constellations.
The Nvidia bridge: They are the exclusive suppliers of laser light sources for Ayar Labs (a startup directly backed by Nvidia and Intel).

Does anyone here hold this in their portfolio or know it inside out?
Do you think it's worth getting in right now, or do the regulatory risks and steep valuation mean we should wait for a major correction?
Or do you think this is pure smoke and just a deliberate pump-and-dump?

Hola,

Quería preguntar cuál crees que es el mejor modelo de IA para vuestras inversiones. Que te ayude con el análisis fundamental y técnico. Para que te dé otro punto de vista y contrastar tus ideas.

He utilizado ChatGPT y Gemini, pero creo que ya están un poco desfasadas. He leído que Claude ahora mismo es la mejor en este ámbito.

Si las has utilizado, ¿cuál crees que es la mejor?

I wanted to consult you about a list of stocks I have on my radar. I am looking for aggressive growth profiles and I would like to know which of them you think has the best chance to hit a 10x in the medium or long term, and above all, what are your fundamental arguments.

- Ondas Inc. (ONDS) - $9.07
- Nebius Group NV (NBIS) - $214.96
- MP Materials Corp. (MP) - $64.42
- Iris Energy Ltd (IREN) - $56.81
- Nu Holdings Ltd (NU) - $12.72
- Quantum Computing Inc. (QUBT) - $12.34
- AeroVironment Inc. (AVAV) - $174.40
- Vistra Corp. (VST) - $156.27
- CRISPR Therapeutics AG (CRSP) - $50.34
- Tempus AI Inc. (TEM) - $46.19

To break the ice, I leave you my own analysis with the 3 companies on the list that I see with the greatest asymmetric potential to achieve that multiplication:

1. Quantum Computing Inc. (QUBT)
The thesis: Applied quantum computing. It is the typical "all or nothing" asset. If they manage to commercially scale their photonics-based quantum systems (which operate at room temperature, unlike the complex cooling systems of competitors like IBM), the addressable market is infinite.
Why a 10x: Its current market capitalization is relatively small compared to tech giants. Any massive government contract or key breakthrough in their hardware will multiply the stock out of pure FOMO and disruption.

2. Tempus AI (TEM)
The thesis: Artificial Intelligence applied to precision medicine (oncology, cardiology, etc.). They have one of the largest clinical and genomic data libraries in the world. Their revenue growth remains solid (around 36% year-over-year) and they are at the perfect intersection of two megatrends: AI and personalized healthcare.
Why a 10x: The business model is highly scalable. If they manage to position their algorithms as the global standard for pharmaceutical companies to develop drugs and doctors to diagnose, the current valuation will look ridiculous in a few years.

3. Nebius Group NV (NBIS)
The thesis: Pure infrastructure for the AI era. Essentially, they are building supercomputing clusters and cloud services optimized specifically for artificial intelligence workloads with next-generation GPUs.
Why a 10x: The world has a massive bottleneck with the computing power to train AI models. Although it trades at demanding multiples after its recent rises, if they manage to consolidate themselves as the reference independent infrastructure provider in Europe and key markets, they have a brutal runway ahead.

I also have ASTS on my radar. The problem is that I feel like the best buying opportunities have slipped away from me after the recent vertical rises. Right now I'm waiting on the sidelines to see if it makes a healthy correction to enter with force.
I see it difficult in the short term because of the momentum it has, but I have the theory that maybe with the SpaceX IPO the space market could move and give an entry window to those of us who stayed out.

I wanted to consult you about a list of stocks I have on my radar. I am looking for aggressive growth profiles and I would like to know which of them you think has the best chance to hit a 10x in the medium or long term, and above all, what are your fundamental arguments.

- Ondas Inc. (ONDS) - $9.07
- Nebius Group NV (NBIS) - $214.96
- MP Materials Corp. (MP) - $64.42
- Iris Energy Ltd (IREN) - $56.81
- Nu Holdings Ltd (NU) - $12.72
- Quantum Computing Inc. (QUBT) - $12.34
- AeroVironment Inc. (AVAV) - $174.40
- Vistra Corp. (VST) - $156.27
- CRISPR Therapeutics AG (CRSP) - $50.34
- Tempus AI Inc. (TEM) - $46.19

To break the ice, I leave you my own analysis with the 3 companies on the list that I see with the greatest asymmetric potential to achieve that multiplication:

1. Quantum Computing Inc. (QUBT)
The thesis: Applied quantum computing. It is the typical "all or nothing" asset. If they manage to commercially scale their photonics-based quantum systems (which operate at room temperature, unlike the complex cooling systems of competitors like IBM), the addressable market is infinite.
Why a 10x: Its current market capitalization is relatively small compared to tech giants. Any massive government contract or key breakthrough in their hardware will multiply the stock out of pure FOMO and disruption.

2. Tempus AI (TEM)
The thesis: Artificial Intelligence applied to precision medicine (oncology, cardiology, etc.). They have one of the largest clinical and genomic data libraries in the world. Their revenue growth remains solid (around 36% year-over-year) and they are at the perfect intersection of two megatrends: AI and personalized healthcare.
Why a 10x: The business model is highly scalable. If they manage to position their algorithms as the global standard for pharmaceutical companies to develop drugs and doctors to diagnose, the current valuation will look ridiculous in a few years.

3. Nebius Group NV (NBIS)
The thesis: Pure infrastructure for the AI era. Essentially, they are building supercomputing clusters and cloud services optimized specifically for artificial intelligence workloads with next-generation GPUs.
Why a 10x: The world has a massive bottleneck with the computing power to train AI models. Although it trades at demanding multiples after its recent rises, if they manage to consolidate themselves as the reference independent infrastructure provider in Europe and key markets, they have a brutal runway ahead.

I also have ASTS on my radar. The problem is that I feel like the best buying opportunities have slipped away from me after the recent vertical rises. Right now I'm waiting on the sidelines to see if it makes a healthy correction to enter with force.
I see it difficult in the short term because of the momentum it has, but I have the theory that maybe with the SpaceX IPO the space market could move and give an entry window to those of us who stayed out.