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RDZN high breakout potential + strongly asymmetric setup
USS Michael Murphy (DDG-112) is seen sailing into the Persian Gulf. The ship showed up on AIS about 5 hours ago.
citrini’s huge balled analyst undercover trip through the strait
Trump’s Iran endgame is stalling as the Gulf keeps charging for risk
📌 $CETX — Short Squeeze Potential & Bullish Setup
Oil flotilla leaves Venezuela despite US blockade - how will this impact cost of goods in the short and long term?
CETX is looking to make a rebound, FACTS
$CETX 739k Float & pending aerospace and defense acquisition news
CETX - Cemtrex 739k Float & pending aerospace and defense acquisition news
$CETX 739k Float & pending aerospace and defense acquisition news
My top 4 finds with large asymmetric upside: AMPX, MDAI, ACON, RDZN
SIDU SIDUS SPACE ELEVATES DATA FUSION CAPABILITIES WITH AUTOMATIC IDENTIFICATION SYSTEM (AIS) COMMISSIONING
SIDU Sidus Space Elevates Data Fusion Capabilities with Automatic Identification System (AIS) Commissioning
Roadzen’s 🧩 DrivebuddyAI Awarded Patent for Real-Time Driver Drowsiness Detection — Crosses 1.8 Billion Kilometers of Real-World AI Driving Data
The 1st & only DD on RDZN [Roadzen ai]
Mentions
Dakar CFA. ECOWAS. SAHEL PRINT OUT I WILL BUILD THE WALL. JE PARLE FRANÇAIS. SHUKRAN. JO NSK. U/IMUSTBEGTHEQUESTION.
Print Dakar. Print. Je parle FRANÇAIS.
\> I'm trying to cover the components that are necessary for AI growth, \> Am I missing any big opportunities here that fit what I'm going for, Then look at ETFs rather than individual stocks. Take a look at AIS, DRAM, TCAI, EUV, FOTO, AIPO, CHAT, SMH, etc.
Look at the stocks held by the TCAI, AIPO, AIS and POW etfs. Look at the companies included and their competitors and you'll see all the infrastructure areas.
I invest in an array of individual stocks following the market trends (space, data, AI, quantum, etc) and mostly steering towards more established players (RKLB, ASTS, PL, NBIS, MU, APLD, QBTS, LUNR, APPL etc) leaving 20% for smaller caps/LATAM stocks or funds/riskier or options plays. I'm also in DRAM and AIS. no meme shit. I'm up 20% over the past 3 months, 60% over the past 2 years. which feels good for me.
A ship labelling itself "IRGC TOLL COLLECTOR" is visible on AIS operating near Bandar-e-Jask in the Strait of Hormuz beast mode
I bought a small position in AIS about a month ago and am up 40% so far. I hadn't heard of DRAM at that point, but I wouldn't have picked that as my play even if I had given how few tickers it holds and how heavily weighted the top 3 are. The AIS ETF I decided on holds most of the same things in DRAM, but at lower weights, to make room for other AI-related tickers - [https://stockanalysis.com/etf/compare/psi-vs-tcai-vs-pow-vs-aipo-vs-ais-vs-bai-vs-dram/](https://stockanalysis.com/etf/compare/psi-vs-tcai-vs-pow-vs-aipo-vs-ais-vs-bai-vs-dram/) \-
Here's a list of ones I'm currently invested in: AIS, WQTM, CIBR, PTF, FMTM, MARS, PSI, HUMN, KOID
Consider AIS it's the picks and shovels. Nvidia is just 3% and ranked 13th. Top 3 are sky hynyx, micron, vertiv
Yeah, I'm holding, but I'm rethinking that. I could put my money into other stocks and maybe some of these new ETFs like DRAM, NASA, and AIS. I think this one's run up well and is going to do well in the long run, but there are better movers at the moment. On the photonic side, I'm long LPKF, but only for a small position, because it's going to take a while before it runs. MUU and SOXL are my main plays.
That's a good point. What are your thoughts on AIS?
You are welcome. Most of its recent performance is due to Samsung, SK Hynix, TSM, and LTM. I have some extra exposure to those in one of my new/recent smaller satellite holdings of AIS for extra AI/Memory exposure.
It's good to have layers of volatility by the time you retire especially because it really sucks selling QQQM compared to SPYM during a recession. Buy SPYM and/or QQQM from now on. Cheaper than SPY and QQQ. There are always better performing etfs. QQQM < SPMO < VGT < FMTM < SMH < AIS < DRAM < etc. The difficult part when performance chasing is knowing when too much is too much. You're not going to ruin yourself selling a little of SPY over time to put into QQQM but definitely plan out the taxes before selling. If a SPY share has a short term gain, don't sell it. If a SPY share has a long term gain, that's more reasonable. Taxless accounts are simply amazing for these kinds of rebalancing.
Buy DRAM NASA AIS PSI
AIS…unless you want to not make money
Might just full port my Roth into RKLB if I get stopped out on AIS/POW/DRAM overnight/on the open.
Now, maybe I'm regarded. Actually there's no maybe, I am. But this is the one stock I'm currently willing to hold buy and hold long term, without selling, that I really believe in. I do Boglehead/Ben Felix-style global total market and factor shit with 90% of my portfolio. Even the SOXL/KORU/DRAM/AIS I got going on in a side account is a temporary play that I think will exhaust itself by the end of 2028, if not sooner. But I've started building an RKLB position to I'm adding to when I can, and I'm going to keep doing it for the next 20 years when the opportunity presents itself. I only wish I'd started doing it when it was $20 instead of $70. (I've also got some NASA too, just so I've got a position in the rest of space, plus a Jan 2028 LUNR leap I'm hoping will print into a 5 or 10 bagger)
Preparation for one, yes but also just future US defense architecture. OPTT would be providing the maritime energy and sensor layers required to detect threats over open water. I think about, Patroling and ID of sea skimming cruise missiles, offshore power and relays for sensors and of course autonomous docking and charging. Why not provide that as a resource to other drones for defense? Most threats (smugglers, spy vessels, or semi submersibles) turn off their Automatic Identification System. With OPTT tech, when a vessel is visible on radar but isn't broadcasting an AIS signal, the system flags it as a "dark target" and automatically dispatches a drone for filming. Imagine how this can be used for active defense and patrol with or without munitions.
I chose AIS over DRAM about 3 weeks ago. I didn't like the top 3 weighting in DRAM, and I get exposure to the same 3 with lighter weights in AIS.
I started a tiny position in NASA today. I typically run a Core beta + Factor satellite portfolio, but I recently added some thematic plays with AIS and AIRR, so I decided to bring this into the mix to see how it goes.
Managed accounts withjpm are milking you but no cheese situation.ı was with them btw 2024 march to just before iran war.Their Jpm large cap growth and digital evolution are far behind voo qqq and broad tech xlk vgt.1.45 fee is killer .They literally more money on you.Today call jpm securities and liquididy your funds by wednesday you got money available then but core portfolio VTI QQQM AVUV AVDV EMXC and thematic AIS PSI DRAM TCAI SGRT FMTM AIPO .sit back and relaxxx.I did same and now up and happy ! In disclosure ,they literally say advisor is work for jpm intetests not you in legal way.İf your friend is a professional he ymderstands othwerwise screw him ! Your money your future.Best
AnOther Korea ETF with big SK Hynix and Samsung exposure, is $FKLR, which is almost the same as $EWY, just cheaper. They both hold about the same amount — a lot, over 40-percent of the fund. And an ETF that isn’t dirt cheap but has been totally worth it for me so far is $AIS. It owns all the right AI infrastructure names you want in an ETF but can’t find. It’s actively managed
But damn it's a good direction right now. I'm super overweight in stocks, pretty much all in tech, esp hardware. I was scared how much it was rallying, but finally bought in last month: MU +28.13% DRAM +6.55% SNDK +34.22% AMZN +0.52% (1 day) AIS +9.64% AVGO +1.31% GOOGL+12.68% BE +1.06% (1 day) RVI +32.50% These are ridiculous returns over 1 month. Risky? Kind of, but I just have trailing stop loss orders for above what I paid in that I adjust to a higher stop price as they keep climbing. My index funds are all below 3% for the same period of time.
From Twitter “Following renewed Iranian attacks on vessels near the Strait of Hormuz and the United Arab Emirates (UAE), a significant automatic identification system (AIS) spoofing operation began shortly after 1500UTC yesterday.” So if you had a script looking to look at ships passing a point; that tradable data is probably corrupt now. FYI. It looks like competent spoofing so my guess is they want people to physically spot the ships to fire upon for more complicated command and control on the Iran side. https://x.com/sentdefender/status/2051476970215510287
Honestly just the same reason that AIS is so good for the AI/Memory/Compute Infrastructure side, POW is good for the Power Infrastructure side. They use the same "picks and shovels" approach and after researching their holdings and balances I'm impressed with the bucket they've put together. There's only \~3 holdings that overlap between AIS and POW so they compliment each other well. I also like that both funds aren't just overweight in the normal megacap players which we all own a ton of in a normal VOO type fund. AIS/POW are really hitting the "long tail" companies well I think.
This section of the article drew my attention of the tools that the commodity hedge funds utilize, in contrast to the typical retail traders: > You should not day-trade the weekly EIA report, because the pros you are trading against do not wait for the government to publish a PDF on Wednesday mornings. > Commodity hedge funds buy Synthetic Aperture Radar satellite data from firms like Ursa Space Systems, ICEYE, and Capella Space to scan storage tanks globally in real-time. Because the roofs of those tanks float on the oil, satellites bounce radar off the metal, and algorithms process the reflection to calculate the exact depth, even through clouds, fog, and darkness. They pay alternative data firms like Kayrros and Wood Mackenzie to monitor the infrared satellite signatures of global refineries, knowing the exact minute a coker goes offline. And they pay firms like Kpler and Vortexa to scrape AIS maritime transponder data of tankers, knowing exactly how much oil is on the water and where it is headed. > By the time you open the EIA report and calculate the 3-2-1 Crack Spread, a server in New Jersey has already read the data, executed the trade, and gone back to sleep.
can you tell me why you like POW? I love their sister fund AIS.
Thoughts on QQQ vs. AIS (more semi/memory/hardware) in this market?
The EIA-API gap is mostly survey methodology -- EIA is mandatory with broader facility coverage, API is voluntary with a smaller sample. They usually converge within a million barrels but weeks with big inventory swings widen it. The bigger distortion right now is SPR releases. DOE authorized 172M barrels starting in March and those barrels flow into Gulf Coast commercial storage -- they show up as a commercial build in the EIA headline, masking the underlying draw. A few people in this thread already flagged that. Then there's the physical market: Bloomberg reported at least two Iranian VLCCs -- Hero II and Hedy -- went AIS-dark and tried to move crude past the blockade line around April 20, part of a flotilla they described as carrying roughly 9M barrels. Whether the blockade catches them all or not, the headline inventory numbers are a poor proxy for what's actually happening to available supply. That's the disconnect you've been pointing at.
https://news.usni.org/category/fleet-tracker This is the best way to see status of the Carrier Strike Groups and Amphibious Readiness Groups without using AIS (ship tracking, which they probably don’t have) or disclosing classified information.
#TLDR --- **Ticker:** USO / CL (Crude Oil) **Direction:** Up **Prognosis:** Buy USO Calls / Go Long Oil **Catalyst:** High-stakes geopolitical hide-and-seek **Iranian Navy Status:** Blown up; currently managing blockades with civilian rowboats **Summary:** The U.S. is flying a massive, continuous military supply train into the Middle East while effectively choking off the Strait of Hormuz. Iran has been trying to smuggle oil out by turning off ship transponders (AIS) and hugging the coastlines of Iran and Pakistan, but the U.S. has figured out their routes and is actively seizing their ghost ships in international waters. Less oil is making it out of the Persian Gulf than the world realizes, leading to a shortage that the market is currently under-pricing.
What do you think about TCAI? That's what I've paired with AIS.
AIS + POW is the best full exposure “picks and shovels” AI plays that I’ve found. Especially since people are already over exposed to Nvidia through just about any broad market ETF.
[AIS info from Marinetraffic.com](https://www.marinetraffic.com/en/ais/details/ships/shipid:657791) Here's a link to the ship. It's a 5000 TEU container ship. It was not transiting the straight (at least not yet) It went from making 18 knots to drifting before AIS was shut off about 9 hours ago.
The AIS for the ship did show it tried to break through, then stopped and turned around. Agenda free tv on yt has it on screen.
AIS data, port data, rig count and production data, storage data, watching bombs drop live on tv when dummies are also on tv saying there’s a ceasefire but there isn’t. Not rocket science.
Yeah good question. Soft-touch Treasury means they don't directly buy or sell oil futures on CME to manipulate price. They instead lean on sanctions enforcement where Iranian barrels hit the market. Specifically: Iran exports via shadow fleet (ships with false flags, spoofed AIS). When the US threatens enforcement against banks or carriers that touch those barrels, the settlement path gets harder. Chinese and Russian buyers who were paying in dollars have to switch to ruble or yuan clearing, which adds friction, adds cost, and reduces the actual volume that can move. So Iranian supply to the market goes DOWN even without a physical blockade. That shows up in the oil price as a supply-side pressure that looks organic (less Iranian crude in the global market means higher price). But it isn't Treasury trading futures directly, which means the CFTC positioning reports don't flag it and the public can't point at a Treasury line item. Two reasons they'd prefer this: (1) legal (direct futures intervention has the unclear-legality question Bessent dodged), (2) deniable (they can say "we're just enforcing existing sanctions" rather than "we're managing the oil market"). Downside from their perspective: slower than direct intervention. Upside: no paper trail, fits existing enforcement authority.
These posts never show any AIS data of tankers leaving the straights. 0/10
It is AIS and its literally like a RTS game UI. Theres even people whose job is to just watch this screens all day and decide where to send their ships to.
I was watching some of the AIS tracking sites late this afternoon and it sure didn’t look like it was open then.
About an hour ago you had no idea that AIS could be tricked man
I’ve discovered that some thought AIS is infallible for tracking ships lmao. So they’re going to obsess over tracking that and then wonder why they are still fooled
There are quite a few articles available about how nation states have fucked with AIS over the past few years. Chief among them: China, Russia and Iran.
All politicians are not credible, certainly not during times of war. All ships are required to have AIS enabled when at sea. That is, their location shows up on this map https://www.marinevesseltraffic.com/HORMUZ-STRAIT/ship-traffic-tracker 8 ships in the last 24hrs transited the strait. Used to be 138.
why is it currently turned around heading back north on AIS then?
"Today, we spotted a tanker on satellite imagery which departed Kharg Island while spoofing over AIS to show that she departed Saudi Arabia. " https://bsky.app/profile/tankertrackers.com/post/3mjfjdot2rc24 Iran is trying GPS spoofing to get out of the strait lmfao
No. That's what he said he'd do. CENTCOM then downgraded it to blockading Iranian ports. It's unclear if a blockade of Iranian ports is feasible, because the main target (China) isn't in a mood to have its ships interdicted and two US destroyers that 'crossed the Strait of Hormuz' Saturday (including the USS Michael Murphy) were forced to retreat and since seems to have turned off their AIS.
Funny how that doesn't look like what real time AIS maps look like. https://www.vesselfinder.com/ Gosh, how big is a ship on this scale? I'm guessing sub-pixel. While we're at it. Let's remember that Iran is tremendously dependent on shipping through the strait. A complete closure of the strait is going to hurt Iran far more than the rest of the world. It's interesting that the US didn't do this weeks ago. I suppose that they were counting on China to lean on Iran. That didn't seem to work.
LOL. You literally prove my point. Not only is the NAVY prepared they recently upgraded. And how do you think they launch unmanned ships? And why would you assume all then ships in the area have AID on? If you look into it you will see this one ship turned on AIS on purpose right as they got to the strait. lol.
if they wanted to signal that crossing was safe they'd just do it with AIS on
search for ppl tracking by satellite not AIS. heres the first one i found, 29/31 tankers sanctioned [https://x.com/TankerTrackers/status/2040475834981535771](https://x.com/TankerTrackers/status/2040475834981535771)
Here is the brutal truth for the guys still buying calls: Citrini Research sent an analyst into the Strait of Hormuz with $15,000 in cash and Cuban cigars. The Strait is not closed. Ships are turning off their AIS transponders to pass through an Iranian checkpoint, meaning satellite-based maritime tracking is systematically undercounting Persian Gulf oil throughput. Any commodity quant strategy currently feeding on AIS-derived flow data is working with a biased input. The Citrini report has already been credited with moving the oil price. This is the exact failure mode that quantitative models are vulnerable to in high-disruption environments. A data source that was reliable under normal conditions becomes directionally incorrect when the underlying behavior changes. The firms that identified the AIS blind spot first got the edge. The ones that did not are still running models on incomplete data. You are welcome WSB! By the way I sold my HIMS / HIMZ position at $200k gain ($27 share price) and plan to reenter it soon. Looks super attractive at $19! Looking forward to the next lambo 😉
The strait is open and has been open throughout this entire shitshow. Traffic is down and ships are being cautious but “ the strait is closed” is just an inflammatory headline. I mean bravo for using an AIS screenshot but ships are still moving in and out.
Where is the AIS information on these ships? And what ships are appearing to take places for the delivery?
Look at the AIS maps, see how much movement is actually happening
It's illegal to turn off a ship's AIS per SOLAS regulations. I guess they are doing it for security reasons but it's generally not allowed and country's coast guard organization do impose fines on ships for doing this
You can easily and legally turn off your AIS on ships so that doesn’t tell too much tbh.
Highly recommend you educate yourself on manual observation vs official AIS data, ghost ships, “lanes” of sailing.
a lot of ships turn their AIS off when transiting so that there is no signal - the Marine Traffic sites dont help here but you can use synthetic aperture radar satellites to monitor the Strait - no need to go in region. Bellingcat has a pretty good write-up on that for Crimea during the early part of the Russo-Ukrainian War
This kind of on-the-ground intel definitely shifts the narrative from the usual AIS-based models everyone’s using. Our platform digs into those less obvious data points like chokepoint flows and real-time legislative shifts to give a clearer picture of supply risks.
maybe a little higher due to the quantity that are turning off their AIS tracking, per Citrini it's the trend change that feeds incremental buy & sell decisions, based on my experience. looks ahead, etc etc
Also, vessels are turning their AIS back on once passing through strait and actual analysts are counting the difference of ships in the gulf that appear to get a count.
Problem is there are people that are actively tracking AIS data, and not many are getting through, unless they are completely spoofing the system by putting their transponders are anchored fishing boats and sneaking through in the night
You're telling me that they can spoof AIS transponders? This is the first I'm hearing of this...
Brother - most of the trackers online have the non-AIS ships factored in lol. This is a nothingburger
1. It is already increasingly open and there have been agreements made. For example with Pakistan and Oman. 2. If you think you can measure strait traffic with AIS tracking think that one through. As if a ship captain is going to broadcast position to every terrorist with a mobile phone? Lol. 3. Why on earth would you take anything the Iran regime says as having credibility? These are the same clowns who said they sunk the Lincoln 7 times.
The real ability is to look what happens forward in time, called a crystal ball. March 23-29 is literally history compared to new developments. Analysts who are on the ground there are saying low double-digits % of pre-war flows, 10%-15%. This is before potential Iraqi oil. That's because Iran's dark fleet not tracked by AIS are fully moving through Hormuz, Kharg is full capacity, so that's at least already 10% of pre-war Hormuz oil flows.
flowing out of the strait according to people actually at the strait not through AIS shit which a ton of ships have turned off
“During entire March 2026, only 84 tankers have departed the Middle East region via the Strait of Hormuz. That's less than 3 tankers a day. #OOTT #IranWar #Tankers” Source: TankerTrackers.com They track all ships that were in the Persian Gulf on February 27th. And where those ships are now. Unless the ships turned off their AIS signal BEFORE the war, this method accounts for ships running dark.
Any word on the 20 Pakistani tankers that were promised to be released today? Did anything go through the strait or disappear from AIS and reappear on the other side?
"To the USA?" We live in China and and India? Which ships? Where is the AIS data of them after leaving the zone?
Might have AIS disabled, that is how in the past ships ran the strait
You don't have to wonder if the claims of ships getting through are real or not, you'd better believe it they did, theyd have AIS on, and you can watch them on marine tracking sites, it wait for aggregators to publish the daily transits. No surprise, the 8 ships last week didn't happen.
Some vessels are reportedly altering their AIS signals to display CHINA to avoid being attacked. They were turned back.
The what's going on with shipping guy on lubetube pulled the maritime traffic data and it's no 8 to 10 tankers. It's been 5 tankers and they go through Iran checkpoint and reportedly pay 1-2 million dollar toll.. Bright Gold, Panamanian flagged headed to China, Jag Vessent, Indian Flagged headed to India, Pine Gas, Indian Flagged headed to India. Lenore, flagged Curacao, turned off it's AIS near Fujara. Fifth Vessel Gas Lucky headed for Singapore
Not contradicting your sentiment, as you are correct. Keep in mind, we regularly shut our AIS off when transiting high risk waters. ie, you won't know from Marine traffic website when vessel actually start making the run again.
"real time" is a bit of a stretch with this public AIS data, but in general you're right. The strait is definitely not being in a default state again
https://www.theguardian.com/world/2026/mar/24/uk-offers-to-host-international-security-summit-on-reopening-strait-of-hormuz https://www.bbc.co.uk/news/articles/c78n6p09pzno And from the article you linked, but apparently didn’t read. “Our analysis indicates that about a third of these recent crossings were made by ships with connections to Iran. These include 14 vessels sailing under Iran's flag and others under sanctions due to suspected links to Tehran's oil trade. Nine other ships were owned by companies with addresses linked to China, while six listed India as their destination.” “In an attempt to evade detection, many ships appear to be deliberately switching off their tracking system - known as AIS (Automatic Identification System). "The vast majority of these [ships] have been crossing with their eyes off," says Dimitris Ampatzidis from Kpler.” We only know about the transit because of access to satellites the Iranians can’t use.
There is at least one American oil/fuel ship in the Persian gulf right now. Stena Imperative. Not sure what the other 4 are that are also trapped in the gulf. AIS and GPS has been goofy for the past few weeks.
What do you make of the tankers that have left Strait recently with AIS turned on? Not a solution to restoring supply because they’re not western countries, but still a resumption of some flow.
you can literally look at the AIS data right here [https://www.marinetraffic.com/en/ais/home/centerx:57.0/centery:25.6/zoom:8](https://www.marinetraffic.com/en/ais/home/centerx:57.0/centery:25.6/zoom:8)
Data sources: AIS tracking systems, maritime intelligence, energy market feeds thats what they claim
Unless they are following the ship, they are going to have a hard time knowing who is who given AIS is being jammed. The US and Israel have been bombing the hell out of the costal defense stations where the remote mines can be detonated. Let's assume what we see in the press, Reuters say the number of mines deployed today is between ten and a few dozen and they also report 16 have been destroyed by us forces so far. A few dozen mines in the strait even at a choke point is like a handful of pebbles in an Olympic swimming pool.
That or they're turning their AIS off, been watching that line of tankers to the south, individually disappearing as they reach Hormuz, one after the other.
Iran is letting "friendly' ships through. Many ships in the region are now identify as Chinese flagged vessels on via their Automatic Identification System (AIS)
This is right up wallstreet bets alley https://x.com/Nexuist/status/2032558967495483431 "Global shipping is facing an unprecedented crisis and twocents has the solution. Today, we’re proud to announce House of Hormuz: Using public AIS data you can now bet on which cargo ships will attempt to cross the Strait and when they will re-appear on the other side. Once the crews start insider trading, they’ll all make a run for it and force the strait open! Iran can’t sink them all!"
Spoofing their AIS tracking is a fact. It's a warzone. You think they're broadcasting their real time coordinates as they make a suicide run and hoping not to get bonked by a missile? Use your noodle brother
Ships can turn off AIS without turning off GPS. It does remove a safety layer and heightens risk of collision.
I put an AIS on a shark that's swimming around in the strait, and it's driving the Iranians crazy.
Three ships are on fire in the strait and you idiots are talking about watching some go through on marinetraffic Go and look at the marinetraffic image vs the satellite image GPS in that area is completely jammed and AIS is spoofed
You know you can go there and see AIS spoofing live, right? [https://x.com/MarineTraffic/status/2031348428639264943](https://x.com/MarineTraffic/status/2031348428639264943)
Anchorage, there's some AIS spoofing going on though. Check out What's Going on with Shipping on YouTube if you want really good marine news and analysis.
You should consider that what you're seing is nonsense before you invest off spoofed AIS data. [https://x.com/MarineTraffic/status/2031348428639264943](https://x.com/MarineTraffic/status/2031348428639264943)
Google "AIS spoofing" before you make moves based on what Marineradar shows.