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Nice visible gold rock sampling for AGX
Ongoing Ramp-Up At Nueva Recuperada, Demonstrating Growth Potential. Reiterating Echelon Top Pick for Q322
📈GME, BTC, TSLA, AMC, AGX, REV, GOLD!!!, AMZN, SQQQ!? 📈 ChatterQuant searched over 800k comments and 500m tweets on Reddit and Twitter to bring you the sentiment data for 6/20. Here is what people are talking about today.
American Green, Inc. (OTC:ERBB) Officially Acquires Vendweb - Supplier of Its AGX Facial Recognition and Over-21 Age Smart Vending Machine
$ERBB Market Analysis, Research Report out by Globe Small Cap Research
NexOptic ~ $NXOPF ~ More to be revealed.
The Vancouver Resource Investment Conference
This silver producer in Peru is looking to capitalize on the precious metal's soaring price
Mentions
Dang 157% gain in the past year. AGX seems slept on I haven’t seen anyone talk about it.
Argan inc AGX 5bil something cap
This thread explains why I don't come to Reddit for investment advice. I have plenty of ten baggers including APP, CLS, AGX, CRDO. My highest was CVNA at 2500%. You don't need a pipe dream. Just solid stocks in areas the market cares about.
Already happening, $FML did a casual 1350% in 6 months for instance. I bet on small silver juniors in the 100-200m cap region to do the same, AGX, SLVR, SVRS, SSV, SS1 have the potential to do so, obv risky.
Jensen fucked up again: >Whether you need the versatile power of Jetson AGX Orin™ (now 50% off), the performance of Jetson AGX Thor™ (20% off), or the compact capabilities of Orin Nano™ Super, there’s a Jetson ready to bring your AI and robotics projects to life.
The date November 28, 2025, features two key robotics events: a highly anticipated **"reveal of the season" teased by NVIDIA Robotics** and the final day of the **World Robot Olympiad (WRO)** competition. NVIDIA Robotics "Reveal of the Season" NVIDIA Robotics has been generating significant buzz on social media platforms like X (formerly Twitter), Instagram, and Facebook, teasing a major announcement or "reveal of the season" scheduled for Friday, November 28, 2025. * **Speculation:** The teaser features NVIDIA CEO Jensen Huang's dogs in a holiday-themed video, leading to widespread speculation about new consumer-focused robotics technology or potentially new components for existing systems, possibly related to their AI platforms like the Jetson AGX Thor or the Isaac GR00T foundation model. * **Context:** NVIDIA is a major player in the robotics and physical AI space, with its technology used by companies such as Tesla, Boston Dynamics, and Agility Robotics, so the reveal is expected to be a significant development for the industry. World Robot Olympiad (WRO) International Final 2025 The WRO International Final 2025 in Singapore concludes on November 28, 2025. * **Event Details:** The three-day global competition, which hosts nearly 600 teams, will announce the winners across various categories (RoboMission, RoboSports, Future Innovators, and Future Engineers) in the closing ceremony. * **Other Reveals:** The closing ceremony will also feature the reveal of the host country for the 2026 WRO International Final. Other Notable Events * **Hyundai and Kia Wearable Robot (Nov 28, 2024):** A year prior to the date in question, the [Hyundai Motor](https://www.hyundai.com/worldwide/en/newsroom/detail/hyundai-motor-and-kia-robotics-lab-confirms-%2527x-ble-shoulder%2527-wearable-robot-launch-plans-at-wearable-robot-tech-day-%2528summary%2529-0000000875) and Kia Robotics LAB confirmed launch plans for their 'X-ble Shoulder' wearable industrial robot, designed to assist with overhead work.
DE has been on a solid run. A lot of the engineering names have also been killing it. AGX, FIX, IESC, ECG, PRIM have been crushing it.
Just buy an amount of equities you could lose 50% today and still be ok. It is weird stocks like AGX do make it seem like someone behind the scenes (cough, large investments banks, etc) are running a treadmill where they only get the +10% ramps up - which in the case of AGX instead of +156% YTD it would be more like +200%.
Haven't looked at the fundamentals at some of these names in a minute, you're spot on, PRIM isn't too bad at all! Yeah, it was wild, when I bought AGX, it basically doubled in like a month or two. Glad I never sold anything.
PRIM doesn’t look crazy expensive here. So bitter I missed AGX!
I've been investing in a lot of grid modernization and electrification plays for like over 2+3 years now now. There's a lot of great names, but you've missed the boat at this point with a lot of. Names like AGX, PRIM, FIX, IESC, PWR as a few of my longs.
Using nvda chips and architecture for level 4 autonomous driving NVIDIA: STELLANTIS, LUCID, MERCEDES-BENZ COLLABORATE ON LEVEL 4-READY AUTONOMOUS VEHICLES COMPATIBLE WITH DRIVE AGX HYPERION 10 FOR PASSENGER MOBILITY LUCID INTENDS TO DELIVER FIRST LEVEL 4 AUTONOMOUS EVS FOR CONSUMERS WITH NVIDIA LUCID GROUP: TO ACHIEVE L4, CO INTENDS TO LEVERAGE NVIDIA’S MULTISENSOR SUITE ARCHITECTURE, INCLUDING CAMERAS, RADAR, LIDAR LUCID GROUP: INTENDS TO INTEGRATE 2 NVIDIA DRIVE AGX THOR ACCELERATED COMPUTERS INTO ITS UPCOMING MIDSIZE LINEUP
There are already a ton of companies that have been doing well. Not to be rude, but you are about 2-3 years too late to the party for this. Look at companies like $FIX and $IESC have been killing it. Same with $EME. They deal with helping doing rewiring for factories and data centers. It's gotten a bit more expensive, but $NXT has been great. They deal with tracking and utility solar. A lot of investors lump utility with residential for solar. Utility has been killing it. $SHLS has been on a great run. There are also the companies that deal with the upgrades like $AGX, $PWR, $PRIM. Some HVAC have been doing well like $LMB.
Just from an increase in price it appears infrastructure names like EME and related companies have been one of the "biggest beneficiaries". Whether there are more gains ahead for EME, MTZ, AGX, and related companies of course is debatable.
Holding CLMB (10 bagger?), AGX, BBW, ODC (kitty litter)
Yes, many such as TSM, AGX and POWL. If you want my full portfolio you can find it in my newsletter beatingthetide.com
I’m a latina milf irl, buy AGX or APP.
**Investment Overview:** * **Company**: Wayve (UK-based autonomous vehicle AI) * **NVIDIA Commitment**: $500M (letter of intent signed) * **Valuation Impact**: Would bring Wayve's total funding to $1.8B * **Strategic Fit**: Extends NVIDIA's dominance in AI hardware into autonomous vehicles **Why This Matters for NVIDIA Investors:** 1. **Market Expansion**: Autonomous vehicles represent a massive TAM ($7 trillion mobility market) 2. **Hardware Integration**: Wayve already uses NVIDIA DRIVE AGX Thor platforms 3. **Competitive Moat**: Strengthens NVIDIA's position against Intel/Mobileye 4. **Geographic Strategy**: Significant investment in UK tech sector **The Wayve Advantage:** Unlike competitors, Wayve's AI doesn't need detailed maps - it adapts to new environments using "embodied AI." Think Tesla's approach but potentially more scalable.
AGX call options printing! Like clockwork.
Argan AGX is up 10 points today. Like clockwork!
CECO and NWPX are similar names to PRIM/AGX that I wish I stayed in. After the DeepSeek debacle I cut out some redundant names in the portfolio, so I forgot about them until recently. Maybe on a pullback. Thanks for the new name! I'm in the med-devices space right now, so it looks pretty interesting. I'll try to read about it over the weekend. Also, are you still big on the Aerospace names? I'm holding quite a few, but I was curious about ISSC since I'm pretty sure we both own(ed) that. I got back in at the lows in April, so I have a lot of breathing room. But there's a SeekingAlpha user, beach\_trader, that I like to drop-in on (they've made some good calls). There's a good back-and-forth conversation about recent earnings here: https://seekingalpha. com/news/4485363-innovative-solutions-and-support-gaap-eps-of-0\_14-revenue-of-24\_1m#scroll\_comments
I'm pretty sure I got AGX through you mentioning it a while ago! The chart for this and similar names is astounding when you zoom out.
$AGX Q2 GAAP EPS of $2.50 beats by $0.86. Revenue of $237.74M (+4.7% Y/Y) misses by $6.23M. David Watson, President and Chief Executive Officer of Argan, commented, “We drove continued momentum in the second quarter of fiscal 2026, as reflected in consolidated revenue of $237.7 million, gross margin of 18.6%, significantly improved diluted earnings per share of $2.50 and substantially increased EBITDA of $36.2 million. Additionally, demand for our capabilities across all of our business segments remains strong, with record backlog of $2.0 billion. “We achieved a few project milestones in the quarter, reflecting excellent execution and solid progress within our project base. During the quarter, we completed our LNG project in Louisiana and achieved first fire at one of our Trumbull units, followed by first fire at the second Trumbull unit occurring in August. Several of our renewable projects advanced meaningfully this summer, as cooperative weather allowed us to make significant progress. Additionally, in July we announced that we entered into an engineering, procurement and construction services contract for the Platin Power Station located in Ireland. The facility will provide approximately 170 MW of generation capacity to the grid during periods of high demand and supply shortfall.
I wonder if NVDA will talk about Jetson AGX Thor robot chip tomorrow.
SANTA CLARA, Calit., Aug. 25, 2025 (GLOBE NEWSWIRE) -- NVIDIA today announced the general availability of the NVIDIA Jetson AGX Thor(TM) developer kit and production modules, powerful new robotics computers designed to power millions of robots across industries including manufacturing, logistics, transportation, healthcare, agriculture and retail. Early adopters include industry leaders Agility Robotics, Amazon Robotics, Boston Dynamics, Caterpillar, Figure, Hexagon, Medtronic and Meta, while 1X, John Deere, OpenAl and Physical Intelligence are evaluating Jetson Thor to advance their physical Al capabilities. "We've built Jetson Thor for the millions of developers working on robotic systems that interact with and increasingly shape the physical world," said Jensen Huang, founder and CEO of NVIDIA. "With unmatched performance and energy efficiency, and the ability to run multiple generative Al models at the edge, Jetson Thor is the ultimate supercomputer to drive the age of physical Al and general
Appreciate the reply. You are aware that although Nvidia sold their stake (which happened to be ATH) they are still incorporated with SoundHound in all their Nvidia DRIVE AGX chips in all new vehicles. I'm sure you were aware of that though..
There’s a distinction though. It’s the only one fully-certified by NVIDIA’s DRIVE AGX. Others are supported, not certified. Certification implies complete validation by NVIDIA—including performance testing, low-latency behavior, DriveWorks SDK support, OTA updating, and verified production readiness. Supported indicates that NVIDIA ALLOWS usage of the sensor (e.g. via plugins), but hasn’t granted full validation or ecosystem endorsement. Why this matters is that this $80 million company is receiving the spotlight. And as I do more research on the stock I see developments in other aspects of the company. It has a OEM deal which will be above $20 million. It’s introducing a new product called OPTIS, described as a “complete physical AI solution designed to address the future of smart transportation, safety, and security beyond automotive”
According to ChatGPT, these are the top-5 hidden S&P 500 stocks that could be strong setups for call options next week - Quanta Services (PWR) - Eaton Corporation (ETN) - Veeva Systems (VEEV) - Argan (AGX) - Chewy (CHWY) Believe it or not, calls!
I’m invested in INVZ too! Though I’d argue the opposite, LIDR is just getting started whereas INVZ has established its products. The “400%+” seems significant at first but look at LIDR’s market cap, it’s at a measly $80 million. Because the stock was beaten up by no confidence from markets and funding dilution. This NVIDIA FULL CERTIFICATION is also 1-day old news. I’m eagerly awaiting their July 31 earnings where they’re announcing not just big things about this partnership but also new products. It’s a turnaround story and it seemed crazy that despite many big companies fight for YEARS to get fully certified for NVIDIA’s AGX, this is the only one that’s gotten it. It seems less surprising when you look at the product: 1 Km range, and suitable for software development (which NVIDIA thrives on). I’m holding more in $LIDR than $INVZ until it reaches a market cap like $300mil. NVIDIA partnership just boosted its reputation and gave its amazing product the spotlight for automakers.
Not just that, it’s the only one that’s FULLY CERTIFIED for NVIDIA’s Drive AGX. Its range for LiDAR is a crazy 1KM, requires much less physical/technician maintenance, and none’s talking about it.
What is "Nvidia's drive AGX platform?" Why is this news relevant? Does it warrant paying one penny for what is clearly a bankrupt pink sheet? Look at the financials. They'd have to cure cancer to save this shit.
They announced they're fully integrated in Nvidia Drive AGX platform. They have a good chance now of getting into major auto manufacturers systems.
News dropped. The company's tech is being integrated into Nvidia's drive AGX platform.
This is what's going on. They just announced this morning a new formal partnership with NVIDIA, which selected AEye's Apollo Lidar system for integration into their DRIVE AGX platform. That's a key component to NVIDIA's autonomous vehicle ecosystem. AEye just got a golden ticket. [LINK TO THE ANNOUNCEMENT](https://www.aeye.ai/press-releases/apollo-now-fully-integrated-into-nvidias-autonomous-driving-platform-paving-the-way-for-significant-growth/)
Sorry the wait, as of now, this is more heaviest names: STRL, FIX, IESC, RLKB, AGX, NVDA, CW, JBL
Depends on how much they stoked piled before hand, supplier that is. It's a great question and not sure how it will impact some times. Will be interesting to see what happens when we start getting some reports soon. I think it will depend on the company and what they do. Stuff like PWR, they do more of the contracting work, same with AGX. However, they just might charge more depending if their costs go up, could case projects to be pushed out longer. There is also the flipside of in the BBB, they changed up some tax incentives, so companies might still choose to build and go forward with the higher costs because of the tax breaks. [https://deandorton.com/major-2025-tax-law-changes-what-the-one-big-beautiful-bill-means-for-you/](https://deandorton.com/major-2025-tax-law-changes-what-the-one-big-beautiful-bill-means-for-you/)
$INVZ $INVZW another LIDAR play partnered with $NVDA. 📈 *Innoviz and NVIDIA have partnered to develop and showcase advanced autonomous driving solutions. Innoviz, specializing in LiDAR technology, is leveraging NVIDIA's DRIVE AGX Orin platform to enhance its perception software's capabilities. This collaboration aims to enable automakers to scale from advanced driver-assistance systems (ADAS) to fully autonomous vehicles.
RKLB - my home speculative plays CRS/HWM - Aerospace names. There is a big back log of planes and jets. OPXS/EPS/MOG.A/TTMI - Defense Names FIX/IESC/STRL - AI/Data Center/Electrification plays AGX/NXT - Solar/Utility plays. These companies should have some good tail winds for the next 3-5 years.
Argan - AGX They build power plants. Last quarter revenue was up 22%, Net Income was up 186%. The backlog keeps growing.
I do this all the time to partially fund swing trades on stocks that are either breaking out or that I believe are going to break out. In many cases the call and put prices on a stock that is breaking out jump by a lot. For example, a couple of weeks ago AGX started breaking out, so I bought 150 shares at around $191.60, and sold a June 13 $185 call for $17.77. Then I also sold a 185 put for $5.64. AGX closed at $242.11 today, and if it continues for the next week the 100 shares will get called away and the put will expire worthless. This is totally fine by me. Some will say that I just took a bunch of money off the table, which is true. But for me in these cases the covered call/put portion of the position is done on margin and the 50 shares at $191 represents the amount of cash I’m willing to use on a momentum trade. My margin interest is low, a small portion of the put covered it. If everything goes to plan and the stock remains above $185 through next Friday the profits from the put and CC will be $1681, or looking at it another way, will have lowered my cost basis by $33.64/share. I’m getting ready to take profits on the other 50 shares next week. My intention is to sell enough shares to bring my cost basis from the current - $160 down to around $75, or possibly lower if it continues to rise, then hold them long term. I did something similar with crwv when it was $41, but went with at the money calls on 400 shares out of 650 shares purchased. They were obviously called away. At around $88 I sold one more call at $90 that was exercised early. Now I have $150 shares of crwv at a cost basis of less than zero.
Market seems happy with $AGX earnings.
AGX better shoot up tomorrow. One of the best earnings call I’ve listened to
Anyone else holding AGX? Beat EPS by good margin today
$AGX Argan Reports Q1 EPS $1.60 vs. 58c last year Reports Q1 revenue $193.7M vs. $157.7M last year. David Watson, CEO, said, "Our first quarter results reflect a strong start to fiscal 2026, with consolidated revenue growth of 23% to $193.7 million, gross margin of 19.0%, significantly enhanced diluted earnings per share of $1.60, and EBITDA of $30.3 million. During the first quarter, we also received full notice to proceed for the Sandow Lakes Power Station, a 1.2 GW ultra-efficient combined-cycle natural gas-fired plant in Lee County, Texas, which increased our backlog to a record $1.9 billion as of April 30, 2025. In addition to our record backlog, our project pipeline is robust, reflecting the energy industry's urgent response to the growing strain on our power grids related to the building of data centers, the onshoring of complex manufacturing, and an increasing amount of EV charging activity. These activities require a constant supply of high-quality, reliable energy. For the first time in decades, energy demand is rising, coinciding with the end of the operational lives for a significant portion of the aging natural gas energy facilities capable of providing reliable, 24/7 power. After several years of underinvestment, there is an immediate need for the development of new energy resources, and Argan's energy-agnostic capabilities and proven track record of success position us well as we compete for the construction of large and complex power generating facilities. While we are excited about the number of opportunities we are seeing, we remain disciplined in our pursuit of profitable growth and committed to driving the best outcomes for the projects we take on. Argan is well positioned with the capabilities, financial flexibility, industry relationships and longstanding customer base to strengthen our leadership role as a partner of choice for the buildout of energy infrastructure." Not sure about the QoQ stuff, I think some of it did miss. Also not sure if I'm a fan of the company ignoring that and just using the YoY.
Crazy how strong $RDW has been of late. Really wish I would have bought some of that a while ago. Rad company. Excited for $AGX earnings after the bell, I have a long position.
Investing from canada here 😅 Trying to play with PRECIOUS METAL. Found this stock...AGX used to be $40 some decades ago. Now its only 0.16/share. Is this a good buy?
AGX falls into that category. Tempting to buy but it’s a tough market now
for the record i did tell everyone about AGX puts
Sheesh that's impressive. I've been slowly adding LMB as it trends down post earnings. Crazy to see AGX up like 40% since 2 weeks ago
AGX is bright green today off their earnings report.
AGX is up 30% as of now. That’s pretty exciting.
$AGX * Record Q4 EPS of $2.22, up 149% year-over-year * Q4 revenue growth of 41% to $232.5 million * Power industry services revenue grew 65% to $196.9 million with 21.3% gross margin * Backlog more than doubled to $1.4 billion from $0.6 billion * Strong balance sheet with $525.1 million cash/investments and zero debt * FY2025 net income increased 164% to $85.5 million For the full fiscal year, Argan achieved **revenue growth of 52.5%** to $874.2 million, while net income increased **164%** to $85.5 million. The company's execution efficiency is evident in both its gross margin improvement (16.1% vs 14.1%) and SG&A leverage, which declined as a percentage of revenue to 6.0% from 7.7%. The backlog expansion to $1.4 billion, up from $0.6 billion in the power industry segment alone, provides substantial revenue visibility. Post-quarter, Argan secured an additional 1.2 GW natural gas plant contract in Texas, further strengthening future earnings potential. The company's financial position is exceptionally strong with $525.1 million in cash and investments (approximately $37 per share) and zero debt. The power industry services segment, contributing 79.3% of consolidated revenues, shows particularly robust momentum with 66.5% annual growth. Argan's strategic positioning at the intersection of conventional and renewable energy infrastructure places it ideally to benefit from the accelerating energy transition, grid modernization initiatives, and increased power demand from data centers and manufacturing reshoring.
ah, well that would have been nice to know before I dropped 100k into AGX lol
pretty interested but confused by the ticker and what your showing as the ticker (AGX.L) is not the same Agronomics (AGNMF) which as of close was trading .08. What is AGX.L? I cant even find it, all I can find is AGX but thats for a company called Argan Inc. which is a power company. Maybe this is european company which if so, maybe thats the confusion.
# **TLDR** --- **Ticker:** AGX.L (Agronomics) **Direction:** Up **Prognosis:** Buy the dip! Strong buy signal, potentially huge gains ahead. **Reasoning:** Food tech is the next big thing. Agronomics is a well-funded ETF in this sector, already hitting bottom and showing a strong bullish reversal pattern. Government backing & lack of reliance on debt make it resilient to market downturns. **Meme Potential:** "AI is dead, long live lab-grown steak!"
Anyone looking at AGX here? Starting to look pretty enticing…
I've been eyeing AGX! CECO and COHR also (after it lost all its earnings gains). But at this point I can't be adding to any of these infrastructure, electrical, etc names until after NVDAs earnings. Can't throw anything more in when it might dump hard again.
Same lol. I have a few of the environmental names, like this and AGX. Will be interesting to see what happens tomorrow. FIX report last week with great earnings. Opened the day at like +8% and then I think went red by the end of day.
I still have PRIM, AGX, and PWR, but those are environmental/grid play compared to purely the electrical stuff. I swing in and out of POWL, thinking of getting back in, it's gotten pretty cheap. Just recently sold out of LMB, great company, but I was up like 300% and just afraid that the first quarter for a lot of industrials can be kind of slow. I still really like the company, but wanted to allocate capital else where.
I'm a bit iffy on this spend after Deepseek. Not sure about how aggressively that AI spend will be in data centers in 2025. I think AI is moving back to software solutions versus just throwing chips at it. I have made some good gains on CLS, CRDO, POWL, STRL, AGX and will keep maintaining positions in the arms race, but realistically they aren't going to keep building data centers at this rate forever, the hardware will get more powerful and the software will get more efficient.
Does that mean AGX, GEV and PRIM will be back to ATH shortly? That'd be good.
AI hyperscalers all moving today. CLS, CRDO, AGX, MOD, POWL.
AGX, over correction based on the deepseek news, but msft and meta are committed to capex which is good for AGX
Well it's not really a quick recovery. A modest uptick after a gargantuan drop. And construction and infrastructure companies like AGX, POWL, MOD, STRL, CLS, CRDO because some or all of their business is in data centers. Some of these companies have a small minority of their business in AI data centers but got lumped into the carnage. I added to all because earnings are coming up but nervous about all these positions.
Interesting times…NVIDIA really wants to enter into to the electric vehicle market. They can (and should) push their own autonomous driving solution with AGX Drive.
Anyone else here in AGX? What a great company. 58% eps beat. Q3 revenue up 60% YoY, EBITDA up 40%. Industrials and construction have had some real gems this year. Company is growing at breakneck speed.
$AGX * Revenue increased 57% YoY to $257.0 million in Q3 * Net income grew to $28.0 million from $5.5 million YoY * Gross margin improved to 17.2% from 11.7% * Project backlog increased 6% to $800 million * Cash position strengthened to $506.3 million * Power services segment revenue grew 75% to $212 million * Quarterly dividend increased by 25% to $0.375 per share David Watson, President and Chief Executive Officer of Argan, commented, “Our third quarter revenues and earnings, each the second highest in Company history, reflect strong execution across all of our businesses, which drove consolidated revenues growth of 57% to $257 million, gross margin of 17.2%, net income of $28.0 million, or $2.00 per diluted share, and EBITDA of $37.5 million. Our power industry services segment had a particularly strong quarter as evidenced by revenue growth of 75% to $212 million with gross margin of 18.3%, demonstrating our ability to drive enhanced profitability on our renewable as well as on our natural gas projects. “Our backlog of $0.8 billion at the close of the quarter increased 6% compared to backlog entering fiscal year 2025, and includes $478 million of renewable projects, reflecting the market appeal of our energy agnostic capabilities and our ability to diversify our backlog mix. The industry is seeing strong demand for natural gas projects and we believe that our expertise, well-established industry relationships and reputation for enabling efficient and on-budget project completion provide a competitive advantage as we pursue new opportunities. “As we move through the close of our fiscal year, we are encouraged by the strengthening pipeline of planned energy facilities as the industry prepares for the anticipated unprecedented growth in power demand driven by data centers, reshoring of manufacturing operations and increased EV charger utilization. We believe our successful track record as an effective partner in the construction of both traditional and renewable power facilities position us well to capitalize on the current and future need for high quality energy resources to support the power grid.”
Next week earnings for CRM, OKTA, AGX and IMMR the week after, any thoughts? OKTA has been finally mildly recovering from the mega drop last earnings...if that shit drops again I'm out. AGX been rocketing but strong earnings will send stock to $200, I wanna believe. Tech has been punished lately, CRM has been on a nice ride up but any sign of weakness I think is gonna send it tumbling.... considering just selling before earnings but long term it should be ok.
You're not understanding. I'm not a position trader. I'm a short-term swing trader. Do you even know what that is? I've already played BE several times for 32%, 12%, and 10%. And I will keep making short-term swings on her for months to come. I've also played XMTR, AGX, and AVPT. The difference with BE is that after researching her catalyst, I believe it is a great long-term catalyst. That's why I'm sharing my research. I already know 90% of the comments here will take shots at me because I didn't include my position or I'm sharing my play too late (I was banned last week from a lost BanBet) or I'm not convincing them enough. That's on purpose. Because the traders who need a sherpa to convince them are also the annoying ones who won't be able to make decisions on their own and will pester me constantly. Just like you're doing now, thinking your conviction on this play depends on my conviction. Now, imagine I come up with plays every other week, and I have dozens of people sending me messages like that. Do you understand why I purposefully keep a distance? That's why I rarely post DDs here. It's 9 people complaining for every one person that understands the play.
My 3rd grader could have come up with these suggestions. The fact that you’re not even talking about superconductors or energy infrastructure is a huge miss. EME, AGX, PLTR, AMSC all good plays
AGX. Increasing demand for power plant construction. Increasing revenue/earnings, no debt, cheap valuation at $1.7B
AGX. Increasing demand for power plant construction. Pristine balance sheet, no debt, increasing revenue/earnings.
AGX. Increasing demand for power plant construction. Pristine balance sheet, no debt, increasing revenue/earnings.
The fuk is $AGX and why will it not stop ripping?
AGX (Argan Inc). Construction company that builds power plants (gas, solar, others). Growing backlog and solid revenue/EPS growth. 1.5B valuation, current PE: 30, Forward PE 20s, no debt, pays a dividend.
A tech construction company like AGX or DY would have increased backlog for rebuilds, in addition to the growth of their underlying business.
Can you give me some more I information about AGX? I only see downside there. Is it a short play?
Market seems to be pretty happy with $AGX numbers from last night Revenues surged by 60.6% to $227 million, up from $141.3 million in Q2 2024. Net income increased to $18.2 million, or $1.31 per diluted share, compared to $12.8 million, or $0.94 per diluted share, in the prior year. EBITDA rose to $24.8 million from $17.9 million. The project backlog expanded to $1.0 billion, including $570 million in renewable projects. However, gross margin declined to 13.7% from 16.8% due to changes in the project mix. For the six months ended July 31, 2024, revenues grew by 57% to $384.7 million, and net income nearly doubled to $26.1 million, or $1.90 per diluted share. The company maintained strong liquidity with cash, equivalents, and investments at $484.7 million and no debt.
I don't think Tegra is a great platform for inference, given the lack of bandwidth, performance, and VRAM. Something like AGX Xavier would've been better. It all depends on the actual workload, but I don't think there's a large scale workload lower than what AGX Xavier can handle.
Correction: training is extremely latency and bandwidth sensitive, because you want the all the chips to talk to each other, and maintain coherency through the computational phase. This is why companies are willing to drop hundreds of thousands of dollars on massive systems like DGX or HGX with NVLink. While it is true that NVDA can design a competitive inference chip (and they’ve already done that, with Jetson, AGX, A2, L4, etc), and some customers’ workloads absolutely require significantly more computational power than a typical ASIC, GPUs in general isn’t really the best for inference, especially considering performance / wh or performance / $. But again, since the barrier to entry for inference is so much lower, it’s far easier for companies to jump in, thus pushing margin low.
I’m not saying what I do, but the purchase of an NVIDIA Jetson AGX OrinTM came across my desk today. I’ve been picking up more Nvidia on the dips. I see this as a sign, and confirmation, to buy more and hold. Let’s go Nvidia!!
Sunrun-SUN. The US’s leading residential solar installer. They are coming out of their growth phase and will be looking to cut costs and debt and are moving into their profitability phase. Up 12% on that position. Argan-AGX. Construction company for power plants, communications infrastructure, and other utility oriented projects. Pays a dividend, and has a healthy chart. Slow growth, but a safe and healthy company. Up 1.94% on that one. CSI Compressco-CCLP. Manufactures and develops technology for compressing natural gas. Probably a growth opportunity with instability around foreign energy supplies. I see a lot of upside here, even though it’s already gained a lot in the past year. Babcock and Wilcox-BW. A dinosaur. Has their hands in a lot of pots in and around the energy sector. Beaten down big time. Close to its 52 week low. Insiders have been buying shares incrementally and they seem to have a turn around plan and are aggressively implementing cost cutting measures including selling off their solar sector, but these insider purchases could just be a defensive tactic to prop up the price and stave off delisting. If they develop a breakthrough in carbon capture it will definitely moonshot from its current value. High risk, high reward. Down 16.5% on this position.
AGX - SOC - Designed for Robotics JETSON - This is legit. I work on this. The virtual world is Omniverse - It is hosted in the Azure Cloud AI and Omniverse OVX (digital twin) They are giving a platform for A robotics building / warehouse and there will be some autonomous systems. This is wild, the NIMS and DGX Cloud you can virtualize a world that you can train your robots and hardware on. it's how you'll test the hardware running their autonomous robotic stack. You will have to have the digital twins. ​ https://preview.redd.it/77xtwkduw5pc1.png?width=1794&format=png&auto=webp&s=51071541e8fcc5c1e22b47f1825f3cdfeedf728e
love to hear it. This did quite well this past week. Managed to take some gains at 25% ish in short time. Still my largest holding amongst my miners. Spread that love to some of the others. AGX and AGMR on TSX is what I've bought this past week. Future of silver looks good.
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I have heard that the drilling is going well with #AGX. Since they have not published any drilling results recently, I believe we can expect good news here soon.
Good job … I’m up 5% also thanks to energy & value stocks like $PETS $HSCG $AGX
Anyone still excited about AGX here? I dont understand why the stock is performing so poorly. u/luke_the_dogewalker recommended it to me.
Just one question … I see some of those names have real high debt which to me makes it kind of risky when interest rates will increase , and also a couple of ETFs that use covered calls but expense ratio is 0.60 …. Wouldn’t be better using that strategy with companies that pay a good dividend but have low or no debt so dividends are secure ? I did something similar with part of my portfolio but using names like $PETS $PSXP $GHM $NVEC $MIXT $HCSG $AGX $NHI $PAHC …. I do agree with you on $TWO … it’s part of my strategy too
Anybody know what vehicles AGX Orion will be used in? I think the NIO ET7 still uses Xavier
I have about 50 positions, 5 were up, rest down. Those up were AGX, DAL, DIN, OBCI, and PFE. Down 0.75% on a day where the market was down 2% is not bad.