Reddit Posts
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
AGX has been moving around lately which makes strike selection tricky on covered calls. I usually look at the 30-delta range for weekly CCs when I'm not sure about direction, gives you some cushion if it runs. I use Days to Expiry to compare assignment probability side-by-side before I pick a strike. What's your cost basis on the shares?
Still blows me away how some names can move. Like last week ELA was up like 30% or 40% in a day and now AGX is up 40% today off their earnings. Wild.
A straddle could work, but remember it profits from volatility, not direction. With AGX’s predictable swings, a well-timed straddle might be riskier than sticking to covered calls.
Power stocks -- VRT, BE. Industrial AGX.
Holy F.... Missed out on the AGX moon. Didn't have enough cash for the insane options prices anyway...
AGX (NYSE: AGX) reported fiscal Q2 (ended July 31, 2025) record net income of $35.3M ($2.50/diluted share), nearly doubling the $18.2M ($1.31/diluted share) from the prior-year period. Consolidated EBITDA was $36.2M, up ~46% YoY, with an EBITDA margin of 15.2% (up 430 bps). Revenues increased 5% to $237.7M, primarily driven by a 13% increase in Power Industry Services. Project backlog reached a record $2.0B, a significant jump from $757M in FY2024. Cash, cash equivalents, and investments totaled $572.2M with no debt and net liquidity of $344.5M. Board maintained the quarterly dividend at $0.375 per share (subsequently raised to $0.50 in Q3); year-to-date capital returns to shareholders totaled $25.0M through dividends and share repurchases.
Haven’t seen the report yet, but market seems happy with AGX earning report.
tbh, AGX has had a wild ride lately, and you're right to be cautious. that P/E is pretty high, which makes me think a lot of the good news is baked in already. their backlog looks solid, but macro stuff like rates and energy demand can definitely shake things up. if you're looking to jump in, maybe wait for a dip? there's always the chance of a pullback with all the volatility in the market. personally, I'd keep an eye on those analyst targets too; if they start getting more bearish, that might be a sign. what do you think about the private placement news? could that impact sentiment?
GEV, AGX and VRT short puts have done well for me
$ARBE sitting at ATL. Nvidia GTC next Monday. Let’s see what we hear next week and how hard ARBE pumps. Nvidia already mentioned Arbe Robotics back in January: https://blogs.nvidia.com/blog/drive-partners-showcase-ces/ Arbe: Delivering next-generation, ultra-high-definition radar technology, integrating with NVIDIA DRIVE AGX to revolutionize radar-based free-space mapping with cutting-edge AI capabilities. The integration empowers manufacturers to incorporate radar data effortlessly into their perception systems, enhancing safety applications and autonomous driving.
These stocks have already ran, but I don’t see how the market has priced in 5-10 years of growth for them already. Room to run. Companies making natural gas combustion turbines. The issues with our electric grid at peak winter loads will only get worse as demand grows for data center electricity. These can bring 100 mW of power onto the grid in less than an hour. Lead times over 5 years in many cases to get one delivered. GEV, AGX, CAT, RYCEY, SIEGY
Argon AGX. I’ve held it for six years and have a 500% return. It’s still swings wildly so I make a little bit of money on call options. It buildspower plants.
AGX - I believe is the Canadian market and. AGXPF is American ticker of the same stock. Still very close in price
AGX - I believe is the Canadian market and. AGXPF is American ticker of the same stock. Still very close in price
What are you trading on? Wealthsimple has AGX but its currently trading at quite a bit higher.
SVRS KCP CGNT AGX HBM TGB Also bought some extras on friday: ANDC KDK
No one's talking about AGX 😂
Great day for AGX. What a wild ride for this company. Feel lucky that I was able to pick up shares for like 78 bucks.
I swapped my AGX shares (up 15% today alone) for IREN (up 9% today) and kinda kick myself but then remind myself that AGX has such low volume that the 2 players today buying up shares will probably dump it and crash it and leave everyone bag holding. IREN has finally as of this morning ditched the bitcoin farming moniker and are an AI Cloud company now. So they're mooning. Lost out on potential profits with AGX, but the super low volume so some asshole sells a few shares and it drops 5% was too much for me. Higher volume IREN in the same AI Energy industry seems less prone to 2 firms buying and pumping and then taking profits and leaving bag holders (of a solid company mind you) there with nobody willing to buy shares because of the low volume.
Equinox Gold (EQX) for Mid-Tier Mining Borealis Gold (BOGO), Lahontan Gold (LG) and Talisker Resources (TSK) for Junior Near-Term Producers Tudor Gold (TUD) for developers Silver: Silver X (AGX) and Silver 47 (AGA) are my favourite junior plays
Respectfully disagree. >just a little different product (there is less players in 4D radar), but lidar is already adopted by automotive, 4D radars not yet really **Arbe is in defence.** With Sensrad for Sensrad's Hugin D1 [https://ir.arberobotics.com/news/press-releases/detail/152/sensrad-delivers-first-radar-series-powered-by-arbes](https://ir.arberobotics.com/news/press-releases/detail/152/sensrad-delivers-first-radar-series-powered-by-arbes) With US Army: [https://www.dataspeedinc.com/department-of-defense/](https://www.dataspeedinc.com/department-of-defense/) Gapwaves has raised 78M and allocated 20M to Sensrad for scaling Sensrad's Hugin D1 radar beyond automotive, and into defence, telecommunication and infrastructure. >**Broaden the customer base and industry presence** by expanding beyond the automotive sector to areas such as smart cities, telecommunications, transport, and other industrial applications, while supporting the continued scaling of Sensrad AB – approximately 20 percent. [https://www.gapwaves.com/investors/rightsissue-2025/](https://www.gapwaves.com/investors/rightsissue-2025/) >a lot of pros and cons, this is a high risk play I used to think this way but Arbe has a global product moat, strong Tier - 1 partners like HiRain Technology, Weifu High, Sensrad AB and Magna International, including a collaboration with Nvidia. Arbe's radar chipset is one of the very few that is compliant with Nvidia's AGX Hyperion 10 platform. >just a little different product (there is less players in 4D radar), but lidar is already adopted by automotive, 4D radars not yet really More OEMs are moving away from LiDAR. Volvo has dropped LiDAR (they're dropped Lumina $LAZR), Mobileye is moving towards developing a 4D radar chipset. The reason why LiDAR was commonly adopted was because it was seen as the solution but L3, L4, L5 has shown that LiDAR alone isn't feasible. LiDAR **marginally** beats 4D imaging radar under perfect weather condition but ties with 4D imaging radar + machine - learning. On the other hand, LiDAR fails spectacularly under less than perfect weather condition with the difference in false positives and false negatives performance being substantially behind 4D imaging radar. In the western hemisphere, there are 3 seasons that would adversely impact the performance of LiDAR; in the southern hemisphere where tropical thunderstorms are common, LiDAR would never stand a chance.
This year and you had more than one opportunity for many stocks like Irene, Credo, AGX, Comm, anything nuclear, anything data center, etc.. But Im with you on options. There are other ways to play options. Tasty Trade shows you great non 0DTE for beginners. Also, not just for beginner.
I’ve been invested in the builders and electrical plays for a while, prior to the openAI stuff. FIX was just added to the SP500 and their numbers are wild in term of growth. Same with IESC. STRL is a great builder name. Then even grid services names have been great, since the need to update the grid is a macro theme outside of AI. Stuff like PRIM, PWR, and AGX.
Was trying to decide whether I have enough money for a call on AGX or ULTA. Decided neither, cause too expensive AGX went down 10% and ULTA went up %4 after earnings. Phew and FML
Yeah I'm just gonna have to wait for the call to be over and read over the transcript. I mean, top line is solid with 20% growth on ARR which is good, but they have a profitability issue that I felt would have been turned around this quarter. I assume it also has to do with the light Q4 guide and CFO stepping down. I'm a bit shocked with AGX. Don't own the name, but bottom line numbers look good and gross margins expanded nearly 400 basis points. Solid company with big backlog and great balance sheet too. I guess it did run up well into earnings, but those numbers should at worst have it flat.
$AGX Q3 GAAP EPS of $2.17 beats by $0.37 * Revenue of $251.1M (-2.3% Y/Y) misses by $13.83M. * Selling, general and administrative expenses were $14.3 million and $14.0 million for the three months ended October 31, 2025 and 2024, respectively, and represented 5.7% and 5.4% of corresponding consolidated revenues, respectively. Other income, net, for the three months ended October 31, 2025 was $7.1 million, which primarily reflected investment income earned during the period. For the quarter ended October 31, 2025, Argan achieved net income of $30.7 million, or $2.17 per diluted share, compared to $28.0 million, or $2.00 per diluted share, for last year’s third quarter. EBITDA for the quarter ended October 31, 2025 increased to $40.3 million compared to $37.5 million for the same quarter of last year. Argan continues to generate significant cash flow and increased its total balance of cash, cash equivalents and investments during the quarter. The total balances were $726.8 million and $525.1 million as of October 31, 2025 and January 31, 2025, respectively. Balance sheet net liquidity was $377.3 million at October 31, 2025 and $301.4 million at January 31, 2025; furthermore, the Company had no debt.
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.