$CIFR (+16,09%)

Overnight, slightly up.

Cipher Mining is attracting attention with strong institutional inflows in the last few hours. Let's see. I expect a quick multiplication. 😜

The analysts are also bullish 🥸

.

.

.

.

.

.

.

.

.

----------------------------------------------------------------------------------------

Compute:

$NBIS (+7,32%)
$CIFR (+16,09%)
$IREN (+7,55%)
$APLD (+1,54%)

Energy:

$OKLO

$VST (+4,48%)

$CEG (+6,59%)
$SMR

Grid:

$PWR (+3,44%)

$EOSE

$FLNC (+17,63%)

$NEE (+1,29%)

Cooling:

$VRT (+0,92%)

$CARR (+1,13%)
$TT (+2,42%)

$NVTS

Automation:

$RR

$PATH (+7,01%)

$SERV

$SYM (-0%)

Data:

$PLTR (+2,55%)

$SNOW (+0,84%) 🆘

$AI

$DDOG (+0,58%)

Connectivity:

$RKLB (+1,36%)
$ASTS (+1,61%)
$IRDM (-0,6%)
$VSAT (+0,71%)

Interface:

$AAPL (+1,51%)

$META (-0,23%)
$GOOGL (+2,02%)
$SOUN

Security:

$ZS (+1,72%)
$PANW (+1,31%)

$CRWD (+0,51%) 😎

$OKTA (+0,93%)

Finally back in beautiful Germany after 3 weeks in the US.

Adding a purchase from the beginning of the week.

And the FTMO competition that ended on August 1st will be drawn tomorrow.

I have to get over the jet lag and catch up on some work in the forest

Iridium $IRDM (-0,6%) operates its own satellite network with 66 active low-earth orbit (LEO) satellites and offers reliable voice and data communication worldwide - independent of mobile networks. The company primarily serves aviation, shipping, military and IoT applications.

Key figures (as of Q2/2025)

• Revenue: approx. $790 million (TTM)
• EBITDA margin: approx. 60%
• Free cash flow: stable at $230-250m
• Debt ratio: moderate, net debt/EBITDA approx. 2.3
• P/E ratio (2025e): approx. 22
• Market capitalization: around $4.2 bn
• Customer base: >2m active devices
• New business area: IoT, autonomous systems, Certus terminals for mobile data

Opportunities

• Only provider with true global coverage, even in remote areas
• Long-term contracts, e.g. with the US Department of Defense ($700 million contract until 2030)
• New applications through Iridium Certus (broadband-capable satellite data for IoT, drones, ships)
• Increasing demand due to crisis resilience & geopolitical tensions

Risks

• Niche business - no mass market like Starlink
• Dependence on US government customers
• Starlink & Co. could penetrate sub-sectors as capacity grows

Conclusion

$IRDM (-0,6%) is not a hype stock, but a solid infrastructure player in space with a strong cash flow. Ideal as an addition to a space or satellite portfolio. With realistic growth prospects and a unique selling point (coverage + reliability).

Interesting in the long term for investors looking for defensive space exposure with a technology focus.

These are the current Upgrades🟩 for this Monday, the September 18, 2023.

• $AGNC (+1,13%)
  UBS downgrades from "Neutral" to "Buy", with a Target price of $11.50 (previously $10.50).🟩

• $AIN (+0,48%)
  TD Cowen Downgrades from "Market Perform" to "Outperform", with a Target price from $106 (previously $100).🟩

• $AYX
  Morgan Stanley downgrades from "Equalweight" to "Overweight", with no change in price target.🟩

• $BCRX (+0,37%)
  RBC Capital downgrades from "Sector Perform" to "Outperform", with a Target Price from $10 (previously $9).🟩

• $CVNA (+2,42%)
  Wedbush downgrades from "Underperform" to "Neutral", with a Target Price of $48 (previously $40).🟩

• $DASH (+0,72%)
  Mizuho Securities downgrades from "Neutral" to "Buy", with a Target price of $105 (previously $90).🟩

• $ESAB (-2,82%)
  BofA Securities downgrades from "Neutral" to "Buy", with a Target price of $89 (previously $61).🟩

• $IRDM (-0,6%)
  Deutsche Bank downgrades from "Hold" to "Buy", with no change in price target.🟩

• $JKHY (+0,02%)
  Northcoast Research downgrades from "Neutral" to "Buy", with a price target of $185.🟩

• $KIM (+0,26%)
  Mizuho Securities downgrades from "Neutral" to "Buy", with a price target of $20.🟩

• $LHX (+0,28%)
  Wells Fargo downgrades from "Equal Weight" to "Overweight", with a price target of $209 (previously $204).🟩

• $LMT (-1,14%)
  Wells Fargo Downgrades from "Underweight" to "Equal Weight", with a Target Price from $440 (previously $433).🟩

• $MU (+4,55%)
  Deutsche Bank downgrades from "Hold" to "Buy", with a Target price of $85 (previously $65).🟩

• -$NLY (+0,93%)
  UBS downgrades from "Neutral" to "Buy", with a Target price of $24 (previously $21).🟩

• $ONCT
  H.C. Wainwright downgrades from "Neutral" to "Buy", with a Target price of $2.🟩

• $PB (+0%)
  Hovde Group Downgrades from "Market Perform" to "Outperform".🟩

• $RL (+0,37%)
  Guggenheim downgrades from "Neutral" to "Buy", with a Target price of $166.🟩

• $SKX
  Piper Sandler Downgrades from "Neutral" to "Overweight", with a Target Price of $59 (previously $54).🟩

• $SMPL (-0,02%)
  Morgan Stanley downgrades from "Equalweight" to "Overweight", with a price target of $40 (previously $37).🟩

• $ZIM (-1,33%)
  JPMorgan downgrades from "Neutral" to "Overweight", with a price target of $15.40.🟩