🇫🇷 FRANCE IS STARTING TO LOOK LIKE A FINANCIAL WARNING SIGN. 🚨 The numbers are getting harder to ignore. 📉 Government debt: 119% of GDP 💰 10-year borrowing costs: 4.79% 🔥 More than 500,000 people protested across France yesterday. 📊 Budget deficit projected near 5.4% of GDP in 2026. Here’s what worries me. France needs to reduce its deficit, but higher borrowing costs are making that job even harder. And with hundreds of thousands already protesting, politically painful reforms won’t be easy. But is France heading for a financial crisis? Not necessarily. France still has a major economy, deep financial markets, and the European Central Bank as a potential stabilizing force. The real danger is losing investor confidence before politicians can agree on a credible solution. I don’t think France is facing an inevitable collapse. But I do think the window to fix its finances is getting smaller. 🇫🇷 Can France turn this around, or are we watching the beginning of Europe’s next debt crisis? 👀 #France #Economy #StockMarket #Investing

🚨 MONDAY MARKET PREDICTIONS 👀 New week. Same market chaos. 🟢 GREEN — Bulls finally fight back. 🔴 RED — Bears aren’t finished yet. What’s your prediction for tomorrow? Drop a 🟢 or 🔴 below. Let’s see who gets bragging rights after the opening bell. 😂👇

🚨🩸 PELOSI’S $BE TRADE IS GETTING HIT HARD. Bloom Energy has now fallen roughly 24% in just 8 trading days. From the recent top, the estimated paper loss is around: -$2.3M But here’s the crazy part… She’s STILL up more than 22% from the July entry. Big drawdown. Still green overall. $BE has gone from one of the hottest AI power trades to a brutal reset in less than two weeks. Who’s buying the dip here? 👀

One milestone down ✅ I have officially crossed 500 verified followers. Now the next target is clear: 500,000 verified Home Timeline impressions in 90 days. Current progress: 7.3K Still a long way to go, but we’re just getting started. Appreciate everyone following, liking, reposting and supporting the page. Road to 500K begins now. 🚀 What kind of posts do you want to see more of?

Trying to keep this page focused mainly on stocks and investing, but I know some of you like seeing the growth behind the page too. So here’s a quick progress update after just under 2 weeks on X. Still early, but the momentum has been picking up fast. Appreciate everyone who’s been following, replying and supporting the page. The goal now is simple: keep improving the content and keep building from here. 📈 500K verified impressions is the next big milestone.

$SPCX could be on the verge of one of the biggest revenue ramps in the market. 👀 Based on current estimates, SpaceX revenue is expected to grow from roughly $20.6B TTM to around $106.5B in FY27 and nearly $194.5B by FY28. For comparison, $TSLA is projected at roughly $166.7B in FY28. That means, if estimates hold, $SPCX could actually become a larger revenue business than Tesla in just two years. The crazy part is where that growth is coming from: • Starlink scaling globally • Launch cadence continuing to rise • Government + defense contracts expanding • Direct-to-cell becoming a real business • Starship potentially opening an entirely new revenue layer Tesla became one of the defining growth stories of the last decade. SpaceX may be setting up to become one of the defining growth stories of the next one. $SPCX vs $TSLA by 2028 could be a lot closer than people think. 👀

Crude tanker rates are hitting record highs. 👀 That could mean a major earnings tailwind for tanker operators with strong exposure to spot rates. 5 names worth watching: 🇧🇲 $FRO — Frontline 🇨🇦 $TNK — Teekay Tankers 🇲🇨 $STNG — Scorpio Tankers 🇳🇴 $ECO — Okeanis Eco Tankers 🇺🇸 $INSW — International Seaways When shipping rates spike, operating leverage can get very powerful very quickly. The question now: How long can these tanker rates stay elevated? #Shipping #Oil #Investing

This is why I’m bullish on $AVGO Assume two things: • Analyst EPS estimates for the next 3 years are roughly right • The P/E compresses from ~46x today to ~25x by 2029 That still gets you to roughly: → $876/share → ~138% total return → ~33.5% annualized over 3 years And that’s before considering another potential catalyst. If Broadcom can eventually use XPU/SPV-style financing similar to what we’ve seen around $NVDA GPUs, the growth runway could be both faster and longer than the market expects. The bigger story is custom silicon. Hyperscalers are increasingly allocating AI capex toward custom ASICs, and $AVGO is one of the clearest beneficiaries. For me, Broadcom remains one of the most compelling AI infrastructure plays in the market. #AVGO #AI #Semiconductors

$APP was a $733 stock less than 10 months ago. Today: ~$280. That’s a nearly 62% drawdown. Meanwhile, the business keeps putting up huge numbers. 👀 Q2: • Revenue: $1.92B, +53% YoY • Net income: $1.27B, +55% • Adjusted EBITDA: $1.61B, +58% • EBITDA margin: 84% And growth isn’t stopping. AppLovin recently opened its advertising platform to all businesses, giving advertisers access to more than 1B daily users. Management now expects Q3 revenue to surpass $2B. The stock collapsed. The business didn’t. $APP is quickly becoming one of the most interesting setups in ad tech right now. #APP #AdTech #Stocks

Everyone is watching the AI models. I’m watching the infrastructure required to make them possible. The entire AI infrastructure stack: DATA CENTERS $CRWV $IREN $ORCL Top pick: $NBIS CONNECTIVITY $AAOI $ALAB $LITE Top pick: $CRDO ENERGY $VST $FLNC $EOSE Top pick: $BE SUPPLY BOTTLENECKS $AXTI $IQE $COHR Top pick: $WOLF THERMAL MANAGEMENT $NVT $MOD $PH Top pick: $VRT AI doesn’t stop at GPUs. It needs: Compute. Networking. Power. Materials. Cooling. Every layer of the stack has its own winners. Sometimes the best opportunity isn’t the company everyone is talking about. It’s the company solving the bottleneck nobody can avoid. Follow the infrastructure. NFA $NBIS $CRDO $BE $WOLF $VRT #Stocks #AI #AIInfrastructure #Investing #DataCenters #BacklogAlpha

$ONDS and $UMAC are quietly becoming two of the most connected names in the U.S. drone ecosystem. This chart is insane. Money is flowing through: • DoD contracts • Strategic investments • Component orders • Partnerships • Acquisitions • Counter-drone programs And both companies keep showing up in the middle of it. The drone industry isn’t just growing. It’s building an entire ecosystem around a small group of players. Follow the contracts. Follow the capital. Follow the backlog. $ONDS $UMAC $RCAT

$ONDS might be one of the most overlooked defense growth stories in the market. Look at what’s happening underneath the stock: • Q2 revenue: $83.8M — up more than 13x YoY • $175M in new orders during Q2 • Another $105M in orders already captured early in Q3 • Pro forma backlog: ~$757M • 2026 revenue guidance raised to $525M–$550M • ~$1.4B in cash + short-term investments And the exposure is exactly where spending is accelerating: DRONES. COUNTER-UAS. AUTONOMOUS DEFENSE. ROBOTICS. This is exactly what I look for. Revenue accelerating. Orders accelerating. Backlog exploding. The market watches the stock price. I watch what’s being contracted for tomorrow. $ONDS 👀 Follow @BacklogAlpha. Follow the numbers. Follow the backlog.

Everyone talks about $NVDA like it’s the expensive one. But on next year’s earnings, it’s actually the cheapest of the six: • $AAPL — 35.6x • $AMZN — 26.8x • $MSFT — 26.2x • $GOOGL — 25.4x • $META — 23.9x • $NVDA — 19.1x That’s the interesting part. Apple carries the highest multiple. Nvidia carries the lowest. Yet if you only listened to the feed, you’d probably think the exact opposite. Valuation is about what you’re paying relative to the earnings underneath it. Sometimes the “expensive” stock isn’t actually the expensive one. Which one are you buying here? 👀 Follow @BacklogAlpha. Follow the numbers. Follow the backlog. $NVDA $AAPL $AMZN $MSFT $GOOGL $META #Stocks #Investing #AIStocks #Valuation #StockMarket

Thank you Mr. Altman for making Dots a Pro-only product while $META keeps Muse free across its massive consumer ecosystem. That could end up being a huge distribution advantage for Meta. AI agents get more valuable the more they learn your habits, preferences and workflows. Every month Muse stays accessible, Meta gets another month to build user history, behavior and switching costs. The real moat may not be the best model. It may be the agent that already knows you best. $META #AI #Meta #TechStocks

100 followers 🎉 Small milestone, but we’re just getting started. Appreciate everyone who’s followed, liked, replied and supported BacklogAlpha so far. On to the next 100 📈 #Investing #Stocks #StockMarket #BacklogAlpha