Owner of Hidden Gems Research 💎Certified Substack Best Seller 🎉Co-Founder of The Zero Hour Group. Drone and Tech Sector Expert
Joined February 2024
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You can now find my interview segment on the official $ONDS website 😎.
So excited for the future of @Zero_Hour_Group and $ONDS going forward. We are building something special here.
What small cap defense companies do you want us to interview next?
The Zero Hour Group is excited to announce that our interview content is now available on the Official $ONDS website under Podcasts and TV! 👏
We are looking forward to future collaboration with @CeoOndas and @OndasHoldings to get the word out about Iron Drone, Optimus, and other autonomous platforms that have built their unique, next-gen system of systems.
Gold futures rose 2.86% to $4,052.90 and silver jumped 4.94% to $52.21 this morning, per TheStreet. Treasury yields and the dollar fell after the midterms. $GLD is on our radar. Does the bid last into the close?
$RIOT was up about 15% premarket after Q3. Riot signed a 15-year, $28B lease with an AI lab for its Corsicana campus, and Q3 revenue came in at $181.4M. Miners own the land and power AI labs want. Which miner signs next?
$NVTS jumped about 11% premarket after Q3. Revenue rose 38% to $14.0M, and management guided Q4 to $16.0M. Navitas pivoted to AI data center power, and you can see it in the sales. Can it keep this pace?
$PLTR grew Q3 revenue 96% to $2.31B. U.S. enterprise total contract value fell to $1.46B from a record $2.13B last quarter, per TechCrunch. Karp says customers sign shorter deals and expand them fast. Do you buy his read?
Zero Hour Today: Wallstreet's reaction to Democrats Sweeping Midterms, $ONDS News nitter.cf/i/broadcasts/2gqWlLzmL…
My top stock reversals of the week. Had some absolutely massive movers off shorting $RBRK and buying dips in $UBER and $NFLX open.substack.com/pub/hidden…
Betting markets give Democrats about a 94% chance at the House tonight, per Trefis. Golden Dome's 2026 money came mostly through the 2025 law. The 2027 ask needs another party-line bill. $RKLB is the most exposed space name. What happens to new money?
$AEHR is up about 21% in early trading. Q1 revenue tripled to a record $33.0M, up 200%, and the full-year forecast rose to $150M. Aehr makes machines that test chips. Which small chip supplier is next?
$LSCC is up about 12% in early trading after Q3 revenue rose 118% to a record $291M. Lattice expects Q4 growth near 130%. It makes programmable chips. Who else in chips is growing that fast?
Brookfield and Drax signed a deal for an AI data center of more than 1 GW at Drax's North Yorkshire power station, per Current Logic. Phase one is £2.5B for up to 100 MW from Q1 2028. Drax rose 8.2% in London. Is power the AI bottleneck?
WTI is up 2.1% to $98.51 premarket and Brent is up 1.7% to $106.50, per TheStreet. Reports say US forces struck an IRGC position on Qeshm Island after a missile was fired at a US aircraft. Oil fell Monday on talks hopes. Does $98 hold?
$PLTR is down about 8% premarket after a beat and a raise, per TheStreet. Revenue grew 96% to $2.31B and full-year guidance went up. Sellers point to slower new contract growth and the valuation. Is a great quarter already priced in?
Zero Hour Today: Midterms are here! Chips Rally, $PLTR and $AAPL Beat Earnings Yet Slide nitter.cf/i/broadcasts/2peAbYvoA…
Palantir Smashes Q3 2026 Earnings Despite Broader AI Macro Fears. Bullish For Other Defense Stocks? nitter.cf/i/broadcasts/2lgkeMeVz…
Come join us live in 3 hours for the Q3 2026 $PLTR Earnings Call at 4pm EST. We will be hosting the call here and on @Zero_Hour_Group YouTube, X, and Substack with analysis and discussion after it concludes.
See you soon!
