@StonkValue StonkValue

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-07-03.

StonkValue is pushing a high-beta growth book concentrated in drones, defense, space, physical AI, and select AI infrastructure names. The distinctive read is that ONDS, OUST, RKLB, FLY, SATL, and NBIS are early-cycle compounders tied to multi-year infrastructure build-outs, while SPCX and SIDU are treated as avoid-or-don't-chase names. Late-week activity shifted toward explicit adds and must-buy calls in NBIS, OUST, AAOI, WYFI, TE, and HOOD, with some caution surfacing on AAOI after a one-day move.

The author stays concentrated in speculative growth baskets, especially drones and defense, space infrastructure, physical AI, and AI infrastructure. The clearest late-week intensification is NBIS, where he explicitly says he is adding, followed by a must-buy style 2026 growth list that includes NBIS, AAOI, OUST, WYFI, TE, and HOOD. There is no clean flip, but AAOI carries a caveat after the bullish call, and SPCX/SIDU remain the main cautionary names.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.