Kraken Robotics (KRKNF) is evolving into a layered role in the defense and energy sectors—a story that is as compelling as it is unique. Founded by former Naval officer Karl Kenny, the company has pivoted into a multirole player in the defense industry. The transition is from hardware to software to AI-enabled technology and mapping of the ocean—from drones to subsea batteries to sea mining, and much more. Kraken Robotics is here to stay and play. RaaS (Robotics as a Service) is how it defines itself in terms of a company and offering. Not only that, but they have multiple partnerships across the defense sector and even hold contracts with a handful of navies and companies, which will contractually provide significant revenue and deal flow. The main key indicator for me that Kraken Robotics is comparable to Palantir is not about the application today, but the future. If we look back, Palantir had a similar outlook in 2018–2020. It’s about the future—a future where autonomy runs the world, efficiencies beat and deter others, and stealth isn’t above anymore, it’s below. Speaking in terms of Palantir, the same goes for Kraken in how it is defined—not by one product, not by just hardware or software. They’ve single-handedly created a supply chain, one that is needed in the industrial base for America and Canada. They control a supply chain for batteries, sensors, AI mapping, tow drones, and much more. On top of this, they’re expanding manufacturing capabilities to further ensure they become an industrial supplier. Kraken Robotics is niche—so was Palantir. But fast forward to 2026, where we live in a much quicker world, a world that is changing before our eyes, where applications and companies rely on technology that was once niche and undervalued. Kraken is evolving, not as a niche supplier or product, but as a whole. It is a strategic industrial supplier for western militaries who will become dependent on undersea capabilities and communications.read more
Just uploaded a new deep dive on Voyager Technologies. If you're interested in the future of space, defense, and AI infrastructure, this is one company worth understanding. https://youtu.be/J2VfwvT_30A?si=4FXzcauwKfSav7kF
Bought @372 on Feb 24, and sold @481 on March 4. Bought @368 on Mar 30, and sold @452 on April 15. Today bought @332 after solid Q report with -20% drop, and looking for @500 to sell.
I wish I could remember who mentioned this company a while ago. It randomly hit my radar again, as I was cleaning up my watchlist. Progressive Planet Solutions $PLAN is a small, but profitable company, that seems to be welll run. They have a profitable core business of processing minerals into useable stuff like absorbents, kitty litter and other things. They also have a pretty cool cement replacement product, called PozGlass, that they're confident can push into the cement market... and the upside is massive! With Coal plants being a dying breed, the fly ash that we use in cement today, is getting harder to come by and more expensive. This trend likely will only get worse. PozGlass seemingly can fill that gap. Management has been buying back shares and for a micro cap, its charts look fantastic. I'm doing a deeper dive on these guys and my finger is on the trigger to pick up a small position. Has anyone else in the Blossom-Verse notice this one? If so, drop your thoughts below! read more
Ok, so I'm not trying to pump this stock. I only own 50 shares, so I would have to be the most delusional human, if I thought it would amount to anything. I actually bought this by accident, but then I took a look at the company and thought, "What the hell? Why not let $80 ride? I won't lose any sleep over that." But, there's definitely been a shift. The most recent numbers show clear improvement on many fronts and the insider buying has gone from just the CEO gobbling up shares, to four other insiders. Any thoughts, my Blossom compatriots?
Tomorrow is a big day for Applied Digital $APLD as the company reports earnings. I’m hoping to see stronger results than last quarter, continued improvements in cash flow, and another step closer to profitability. From what we’ve seen so far, the company’s major projects appear to be progressing well, and I’m excited to hear management’s updates. If the execution continues and the market responds positively, I wouldn’t be surprised to see APLD make a strong rebound toward the high $30s over the coming weeks. What are your expectations? Bullish, bearish, or waiting to see the numbers first?
Those of you aware of my chunky $RKLB position may be interested to learn where I reallocated the proceeds of my one trim. Half of the answer is $KLAR It shares many of the hallmarks of a future compounder: Huge sales growth, founder led, heavy on the tech, and a hyper-aggressive expansion plan. It is also relatively unprofitable, for the time being. However, the fact is that we're on the hunt for future compounders to try and beat the market. You can't do that unless you seek out the 10X growth stocks before they 10X, which is when the perceived risk is at its highest. We're looking for ugly ducklings that have the potential to turn into portfolio growth beasts. $KLAR fits the bill. It is down heavily since it's IPO, which is understandable since you had 20 years of early employees and investors eager to cash out. With that said, we are now well above all-time lows and it seems like the market is finally waking up to $KLAR's long term potential. It is founder led since 2005, so despite the fact that the risk of credit losses is real, I am confident that management is in this game for the long haul. Recent momentum also shows that Klarna's actual customers (retail partners) continue to put faith in Klarna. I've highlighted a few in the graphic below, but the biggest recent name is Apple, who I doubt would become a partner with Klarna unless they were confident in their ability to persist long term. Another point in favor of Klarna, relative to its competitors, is the geographic diversity of its revenue. It's US business is growing at a breakneck pace, which is awesome, but the company was actually founded in Sweden. It operates across Europe, North America, and several other regions. With all this in mind, remember that you invest at your own risk. One of Klarna's biggest competitors, $SEZL, didn't impress in their recent earnings and was down 33% overnight. If you can't stomach a single day swing that large then you should steer clear as this is a very volatile niche. For me, however, it is a bet that I am willing to take. Let's hope that I can hit another compounding machine similar to $RKLB... If not, you can all laugh at me as I lose money. read more
Our team has published a research note on iFabric Corp. IFA reported Q2 financials that were mixed compared to our estimates, with revenue of $9.6M (+65% YoY), compared to our estimate of $8.1M. $IFA 🔍 Read the report here: https://cutt.ly/Oya6GyLN 📩 Subscribe here: https://cutt.ly/Je64fK2b 📰 Disclosure: Disseminated on Behalf of iFabric
Our team has published a research note on Rubicon Organics™. ROMJ reported Q2 results that exceeded our expectations, with revenue of $18.5M (+23% YoY, +35% QoQ) vs. our estimate of $16.8M. Adjusted EBITDA was $1.1M for the quarter vs. our expected $0.2M, and the Company returned to positive net income of $0.4M. $ROMJ 🔍 Read the report here: https://cutt.ly/jyaJC7FQ 📩 Subscribe here: https://cutt.ly/Je64fK2b 📰 Disclosure: Disseminated on Behalf of Rubicon Organics
Our team has published a research note on Organto Foods. Organto reported solid Q2 financials, with revenue coming in at $27.7M (+61% YoY) vs. our estimate of $28.9M and EBITDA of $0.4M vs. our estimate of $0.3M. $OGO 🔍 Read the report here: https://cutt.ly/ryaS61YE 📩 Subscribe here: https://cutt.ly/Je64fK2b 📰 Disclosure: Disseminated on Behalf of Organto Foods
Bbcq has its vote for a merger with Pasqal on the 24 th I just bought 250 shares I believe it could do somthing similar to Gfuz which on my old account that I sadly lost 😭 I called out but lmk what you guys think would love to hear some opinions
