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SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

The company is experiencing a significant rally following news of extended capital runway and an increased equity line of credit, which bulls interpret as a catalyst for a short squeeze given the high cost to borrow. Community chatter heavily references its history of extreme volatility and past triple-digit runs, with intense debate between those anticipating further upward movement and those warning of a collapse.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending following a significant stock drop driven by investor concerns over its record $200 billion capital expenditure guidance for 2026, primarily earmarked for AI and cloud infrastructure. The community is split, with many buying the dip and viewing the investment as a strategic long-term play in the AI arms race, while others remain cautious about immediate profitability.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is generating buzz with its expected first-ever adjusted operating profit for Q4 2025 and nearing 100 million battery swaps, driving investor discussions around a potential short squeeze and its perceived undervaluation amidst claims of market manipulation.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending following a strong earnings beat, successful closure of its consumer fiber business sale which significantly reduced debt, and robust free cash flow guidance. Community sentiment is largely bullish, driven by the company's accelerating pivot to AI-driven fiber infrastructure and increasing NaaS adoption, further bolstered by recent insider buying.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the Platform and Devices segments. The Platform segment includes digital advertising and related services including the demand-side platform and content distribution services such as subscription and transaction revenue shares, media and entertainment promotional spending, the sale of premium subscriptions, and the sale of branded channel buttons on remote controls. The Devices segment is involved in the sale of streaming players, audio products, smart home products, and accessories that are sold through retailers and distributors, as well as directly to customers through the company’s website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is a trending topic after receiving numerous analyst upgrades and positive commentary citing expanding platform ad revenue and market share, which is fueling speculation about its long-term potential and M&A opportunities, despite some community frustration over its volatile price action.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit ($RDDT) is trending after reporting impressive earnings and announcing a substantial share buyback program, leading many in the community to call it undervalued with significant upside potential, despite some market manipulation concerns and a few analysts lowering price targets.

Molina Healthcare, Inc. engages in the provision of health care services. It operates through the following segments: Medicaid, Medicare, Marketplace, and Other. The company was founded by C. David Molina in 1980 and is headquartered in Long Beach, CA.

Molina Healthcare Inc

Molina Healthcare is trending after a substantial quarterly loss and sharply reduced future earnings guidance, triggering a significant sell-off and fierce debate among investors over whether the stock is oversold or facing sustained challenges across its healthcare programs.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing a dramatic rebound from recent lows, igniting a community debate about whether this surge is a genuine reversal or a "dead cat bounce" driven by algorithmic buying and the perceived manipulation by market makers. Sentiment is split between those celebrating "roasted bears" and those wary of a potential "bull trap" ahead, especially with discussions around large institutional movements and AI-related spending in big tech.

Bill Holdings, Inc. engages in the provision of cloud-based software solutions. The firm simplifies, digitizes, and automates complex back-office financial operations for small and midsize businesses. Its software helps customers generate and process invoices, streamline approvals, send and receive payments, sync with their accounting systems and manage their cash. The company was founded by Rene Lacertea in April 2006 and is headquartered in San Jose, CA.

BILL Holdings Inc

Bill.com Holdings Inc

Amid swirling rumors of a potential buyout, Bill.com Holdings Inc. is a hot topic, with activist investors like Starboard, Elliott, and Barington Capital actively pushing for a sale. The community is speculating on acquisition prices, believing the fintech platform's recent earnings beats and market position warrant a significant premium.

Liberty Global Ltd. engages in the provision of communications services. It offers broadband, video, and mobile communication solutions. It operates through the following segments: Sunrise, Telenet, VM Ireland, and Central and Other. The company was founded on July 27, 2022, and is headquartered in Hamilton, Bermuda.

Liberty Global Ltd - Ordinary Shares - Class B

Liberty Global plc - Ordinary Shares - Class B

Liberty Global's Class B shares are experiencing extreme volatility following a newly announced five-year AI partnership with Google Cloud, prompting a divided community discussion between those anticipating a massive short squeeze reminiscent of other recent Class B stock runs and those cautioning against a pump and dump.

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$NXXT Impact of the Theoretical 20% V2G Arbitrage Revenue Share on NXXT’s Financials
Incorporating a 20% share of V2G arbitrage revenue into NXXT’s theoretical partnership with Amazon would dramatically enhance the company’s revenue streams and market valuation. Based on prior projections and real-world V2G earnings data, this revenue-sharing model would transform NXXT’s financial trajectory.

 
Baseline Revenue Without Arbitrage
As previously modeled, NXXT’s annual revenue from retrofitting Amazon’s robotics fulfillment centers and equipping new builds includes:

• Hardware sales: $450M (60,000 charging pads)
• Microgrid controllers: $500M (200 units)
• Service/maintenance: $90M
• Total: $1.04B/year
 
V2G Arbitrage Revenue Potential
Key Variables
1. Fleet Size: 750,000 robotic drive units (RDUs) across 400+ Amazon facilities (equivalent to EV fleet capacity)
2. Per-Vehicle Revenue:
o Conservative Estimate: $1,400–$2,600/year (CALSTART urban delivery vehicles [1][2])
o Optimistic Estimate: $9,000–$12,000/year (Australian FCAS markets [3][4])
3. NXXT’s Share: 20% of gross arbitrage revenue
Projections (at full adoption)
Scenario

Annual Arbitrage Revenue (Entire Fleet)

NXXT’s 20% Share

Conservative

$1.05B (750k RDUs × $1,400)

$210M

Moderate

$4.5B (750k RDUs × $6,000)

$900M

Optimistic

$9B (750k RDUs × $12,000)

$1.8B

 
 
Impact on NXXT’s Total Revenue
Scenario

Baseline Revenue

+ V2G Share

Total Revenue

Growth vs. Baseline

Conservative

$1.04B

$210M

$1.25B

+20%

Moderate

$1.04B

$900M

$1.94B

+87%

Optimistic

$1.04B

$1.8B

$2.84B

+173%

 
 
Strategic Implications
1. Market Valuation Multiplier
Assuming a 10x revenue multiple (typical for high-growth energy tech firms):

• Conservative: $12.5B valuation (+$2.1B from arbitrage share)
• Optimistic: $28.4B valuation (+$18B from arbitrage share)
2. Competitive Moats
• Regulatory Leverage: Dominance in FCAS markets (e.g., CAISO, NSW) would lock out rivals like WiTricity [5].
• Battery Health Management: NXXT’s AI-driven discharge optimization (max 80% depth-of-discharge) reduces degradation costs by 37% [6], preserving fleet owner margins.
3. Grid Service Expansion
• Frequency Regulation: At $40/MW-h (PJM markets [7]), 210MW virtual plant generates $8.4M/month; 20% = $1.68M/month for NXXT.
• Peak Shaving: In CAISO’s $0.72/kWh summer peaks [8], 1GWh daily discharge yields $518k/day; 20% = $103k/day for NXXT.
 
Risk Considerations
Factor

Mitigation Strategy

Revenue Volatility

Hedge via 3-year forward contracts with Amazon

Battery Warranty Claims

Cap discharge cycles at 1,200/year (vs. 2,000-cycle LiFePO4 lifespan [6])

Grid Interconnection

Partner with Tesla Virtual Power Plant platform for priority dispatch

 
 
Conclusion
A 20% theoretical V2G arbitrage share would elevate NXXT’s annual revenue by $210M–$1.8B, depending on regional energy market performance. This transforms the company from a hardware vendor to a grid services titan, with revenue diversification reducing reliance on one-time installations. In this optimistic scenario, NXXT’s total revenue could approach $3B annually, rivaling established energy storage firms by 2026. Critically, this model aligns NXXT’s incentives with Amazon’s decarbonization goals, creating a self-reinforcing ecosystem where increased EV adoption directly boosts NXXT’s recurring income. Of course this is only my speculation.

“I own shares of the Company and may buy or sell shares at any time without prior notice.  This statement is not a recommendation to buy or sell securities and reflects my personal investment decisions.”