@Mike10947310 Avatar @Mike10947310 Mike

Mike posts on X about $feim, $tgen, this is, company the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 29.86% stocks 22.22% technology brands 8.33% countries 6.94% cryptocurrencies 2.78% social networks 2.08% travel destinations 1.39% musicians 0.69% celebrities 0.69% exchanges 0.69%

Social topic influence $feim 12.5%, $tgen #18, this is 10.42%, company 9.03%, ai 8.33%, future 7.64%, in the 6.25%, if you 6.25%, strong 6.25%, stocks 4.86%

Top accounts mentioned or mentioned by @pennycheck @everyonehatesp1 @joinyellowbrick @shantaram83 @blackscholesman @traits00 @memely @kairospraxis @uzocapital @traderjoe2869 @undrvalue @majgeoinvesting @singularityres @logicalthesis @marketcomacc @jlegacy33 @theextra1234 @grumpierbtday @avancicompany @interdigitalcom

Top assets mentioned Finch Therapeutics Group, Inc. (FNCH) Bloom Energy Corporation (BE) nLIGHT, Inc. Common Stock (LASR) ACM Research, Inc. Class A Common Stock (ACMR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Applied Digital Corp. (APLD) Metadium (META) Alphabet Inc Class A (GOOGL) Marginswap (MFI) Vertiv Holdings Co (VRT) MP Materials Corp. (MP) Uranium Energy Corp. (UEC) InterDigital, Inc. (IDCC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Thinking about how much lower we will go if AI narrative becomes bad for stocks. I have not shied away from buying scary dips. Buying tech in [----] was scary as were banks after SVB. I bought plenty of stocks when COVID seemed like potentially the end of the world. But this doesnt really seem like an overreaction in software if anything it seems delayed. I have not shied away from buying scary dips. Buying tech in [----] was scary as were banks after SVB. I bought plenty of stocks when COVID seemed like potentially the end of the world. But this doesnt really seem like an overreaction in"
X Link 2026-02-05T21:46Z 15K followers, 16K engagements

"Update on Anfas great thesis that is playing out on $IDCC 1/2 Interesting insight from @AvanciCompany .We think this is the most meaningful development for @InterDigitalCom since we published our piece https://t.co/WfI7hjxaBL 1/2 Interesting insight from @AvanciCompany .We think this is the most meaningful development for @InterDigitalCom since we published our piece https://t.co/WfI7hjxaBL"
X Link 2026-02-05T23:23Z 15K followers, [----] engagements

"It is important to remember that many investors have bad hit rates even if they are good investors (power laws and all that). Its also why its extremely dumb to outsource conviction. Oversizing any position means you probabilistically will lose money on said position For example I have misplayed so many things that I even got right (eg this past software blowup which I called out before it really happened). Didnt make any money or even hedge correctly. I also have had lots of bad ideas that dont work or dont go anywhere. The point is the job is to be smart about position sizing and use others"
X Link 2026-02-10T19:53Z 15K followers, [----] engagements

"A massive major national security event just occurred and the stocks that benefit the most are down. Market efficiency is a myth"
X Link 2026-02-11T15:41Z 15K followers, 24.5K engagements

"Directed energy weaponry defending El Paso Seems like the sort of thing that becomes standard across airports on the border and critical infrastructure more broadly. The FAA and DOW acted swiftly to address a cartel drone incursion. The threat has been neutralized and there is no danger to commercial travel in the region. The restrictions have been lifted and normal flights are resuming. The FAA and DOW acted swiftly to address a cartel drone incursion. The threat has been neutralized and there is no danger to commercial travel in the region. The restrictions have been lifted and normal"
X Link 2026-02-11T16:54Z 15K followers, 11.3K engagements

"I often think that once the market begins to differentiate between businesses using AI but enjoying a moat names like $EVLV become seen as longs instead of funding shorts. Coming up with the language that resonates is important. Oh and the fact a heavily supported bill in GA would deploy weapons scanning systems at [----] public schools $EVLV at the TS Cowen Conference today found the perfect way to explain why as a SaaS company they have nothing to fear from AI (which they use at their core lol): hardware-enabled SaaS business. $EVLV at the TS Cowen Conference today found the perfect way to"
X Link 2026-02-11T20:43Z 15K followers, [----] engagements

"Maybe $BE was just priced in but that print was insane. That coupled with unfathomable capex beats (whats another $70B) means that imo you really need some power generation exposure. Its very bullish for names like $CGEH and $BW and $HNRG as well as $BE itself that are aiming to provide quick power generation. Time to power absolutely critical"
X Link 2026-02-06T15:27Z 15K followers, 22.2K engagements

"@shantaram83 Pretty insane underreaction at open the small cap edge"
X Link 2026-02-13T15:54Z 15K followers, [----] engagements

"$ATEX what just happened 5x5 approved @dan_tmt see anything"
X Link 2026-01-27T18:25Z 15K followers, [----] engagements

"Mentally it's a lot easier for me to go long something to hedge than to go short. Ofc have to be confident that it will stay uncorrelated more broadly. Something like chemicals being up today makes me interested in $XLB as a "hedge" rather than say vanilla short Qs. Now I know it's not that simple and that it will be correlated in a true crash but just how I think of things. https://twitter.com/i/web/status/2019150726187086225 https://twitter.com/i/web/status/2019150726187086225"
X Link 2026-02-04T20:47Z 15K followers, [----] engagements

"Awesome table and article on glass substrates. This table clearly highlights the strengths and weaknesses of organic silicon and glass materials when used as interposers or substrates. https://t.co/kgsg81LRlV This table clearly highlights the strengths and weaknesses of organic silicon and glass materials when used as interposers or substrates. https://t.co/kgsg81LRlV"
X Link 2026-02-13T22:42Z 15K followers, [----] engagements

"Exciting but expected development w/r/t $FNCH. Judge Hall has found that jury's ruling stands increasing the odds of enhanced damages and therefore increasing the incentive for Ferring to settle. We don't have a date set for the final hearing but it should be forthcoming. I have been playing around with scenario analyses. Ex Dividend a member of SSI built an amazing scenario analysis model and shared it in this thread: You can 'create a copy' and play around with weighing different odds. The screenshot below is from their awesome model. The scenario weights I used reflect a 55% chance of"
X Link 2025-03-09T17:43Z 15K followers, [----] engagements

"Seem to be discretionary purchases at $CJMB. In addition to 70% insider ownership. Certainly not the worst management alignment I've come across. I am assuming they aren't just lighting money on fire"
X Link 2025-03-14T20:05Z 15K followers, [----] engagements

"Not much going on w/ $FNCH until the judge schedules something. Asked around and I don't think there's any read through good or bad beyond a slow-moving district court. But to pass the time anyone in the name or new to it should read this article about Ferring's behavior if they haven't: https://ipde.com/blog/2024/08/02/to-say-that-the-court-is-troubled-by-the-occurrences-to-date-would-be-an-extreme-understatement/ https://ipde.com/blog/2024/08/02/to-say-that-the-court-is-troubled-by-the-occurrences-to-date-would-be-an-extreme-understatement/"
X Link 2025-06-11T01:13Z 15K followers, [----] engagements

"Finally some movement on the $FNCH docket. Any legal experts have comments Possibly a ruling forthcoming or is this just SOP @steep_slopes"
X Link 2025-06-26T23:13Z 15K followers, [----] engagements

"Great thread on $FNCH (which I continue to hold in size and maintain excitement about r/r) on why there may well be no hearing before a ruling which they expect could come any day now. Somehow I completely missed this thread. $FNCH Tried to do some work around what is causing the delay here (was at a litigation conference this past week which was a bit helpful). Thought I would share. 1/ $FNCH Tried to do some work around what is causing the delay here (was at a litigation conference this past week which was a bit helpful). Thought I would share. 1/"
X Link 2025-10-27T16:59Z 15K followers, 11K engagements

"Interesting development re: $FNCH. Don't really think anyone knows the stock so it's largely gone overlooked. So Ferring is giving up on Rebyota and is looking to explore strategic options. Recall Rebyota is the drug which infringed on $FNCH patents. I am quite happy as my readthrough is this hints at timeline acceleration increases the likelihood of settlement and decreases likelihood of appeal process. Strategically I am not sure what Ferring gains from this announcement unless they were already in some sort of talks. This seems like Ferring putting pressure on itself. in that any purchase"
X Link 2025-11-06T22:10Z 15K followers, [----] engagements

"I've still been trying to figure out who the major buyer of $FNCH shares the other week was. Since $FNCH is the only public beta to Rebyota I looked into if there were any developments (esp as Ferring is trying to sell Rebyota). My best guess is that the buyer was someone who evaluated this data and found it favorable. Rebyota was initially supposed to be a blockbuster drug although afaict sales haven't been amazing as yet. Any biotech domain experts want to comment on Rebyota https://twitter.com/i/web/status/2000746955853414411 https://twitter.com/i/web/status/2000746955853414411"
X Link 2025-12-16T01:57Z 15K followers, 12.4K engagements

"One thing I am absolutely certain of: with AI dead internet theory accelerates increasing the value of genuine human posts and with it the value of technologies enabling identification and differentiation between what is human and AI generated"
X Link 2026-01-18T19:55Z 15K followers, 10.7K engagements

"@spacanpanman Great example have to look into this"
X Link 2026-01-26T14:28Z 15K followers, [----] engagements

"@UnoMasReactor Id add $AP via Aerofin in 94%+ of nuclear in NA via partnerships eg with Curtiss-Wright"
X Link 2026-01-30T03:54Z 15K followers, [----] engagements

"@everyonehatesp1 Not at all core to $BWEN idea but also interesting. Also @variantview_X see this https://heatmap.news/politics/eagle-deaths-wind-ban https://heatmap.news/politics/eagle-deaths-wind-ban"
X Link 2026-02-02T16:17Z 15K followers, [---] engagements

"@BlackScholesMan Its trading with $AXON and as a software name. I think this is insane tbh"
X Link 2026-02-04T00:44Z 15K followers, [----] engagements

"Agree with the below on $LASR. Many "momentum" names absolutely died today. Some are truly momentum. Others have been thrown out with the bathwater. What examples are people nibbling at today $LASR is down today (presumably) because of momentum and their public offering at $44/share that would result in 7-9% dilution. Companies earn the right to dilute their shareholders. nLight has one of the most conservative managements in their industry - founder led always https://t.co/6W76g8Uu5V $LASR is down today (presumably) because of momentum and their public offering at $44/share that would result"
X Link 2026-02-04T20:12Z 15K followers, 11.9K engagements

"@KairosPraxis More $ANET"
X Link 2026-02-05T19:36Z 15K followers, [----] engagements

"RT @zephyr_z9: Advanced Packaging CAPEX is expanding like crazy"
X Link 2026-02-10T14:24Z 15K followers, [--] engagements

"@Uzocapital Good call"
X Link 2026-02-10T15:56Z 15K followers, [----] engagements

"@Para_Capital To be fair laser drone defense weapons are kinda bearish drones"
X Link 2026-02-11T20:45Z 15K followers, [---] engagements

"@traderjoe2869 Kind of like VW beetles you just start noticing them all over once you see one"
X Link 2026-02-11T22:19Z 15K followers, [---] engagements

"@seedy19tron $NXTC is exciting don't know why it trades where it does"
X Link 2025-12-21T23:30Z 15K followers, [----] engagements

"I think one big difference between people who lose and make money on the markets is understanding what they are betting on the bet behind the bet. For example if you were long $CRSR recently you were basically betting memory prices would decline rapidly. Thats a fine bet to make if likely wrong. And its also fine to say Corsair will be destroyed near term but will rocket when memory prices resolve. But I think its not fine to simply say Corsair is too cheap. https://twitter.com/i/web/status/2004582671855268097 https://twitter.com/i/web/status/2004582671855268097"
X Link 2025-12-26T15:58Z 15K followers, [----] engagements

"Whats everyones favorite defense name under 200m market cap Bonus for unique technology. Right now think these clearly the best r/r in the market. Typically real biz decent management good principles political support massive funding and often takeout candidates"
X Link 2026-01-08T15:25Z 15K followers, 52.2K engagements

"@ConsensusGurus I believe Digi Times is quite reliable for this stuff but I guess I am not 100% sure of that. Certainly see them breaking a lot of stuff and cited a lot: https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745018_A7ULPXDF2XPVHB7474W2E https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745018_A7ULPXDF2XPVHB7474W2E"
X Link 2026-01-28T02:00Z 15K followers, [----] engagements

"$ACMR has continued to do well. I think domestic China semicap push should not be underestimated. The scale of this cycle is just unfathomable which seems to mean names take a while to really react to good news. Can anyone tell me why $ACMR is not a no brainer here - China going full on Manhattan Project on DC buildout - NAURA reported memory breakthrough - Intel allegedly qualifying ACM products implying possible line of sight to future where they can use them - Trades at massive Can anyone tell me why $ACMR is not a no brainer here - China going full on Manhattan Project on DC buildout -"
X Link 2026-02-02T17:06Z 15K followers, 16K engagements

"Could anyone explain to me if MRAM has genuine use cases for data centers or is it way more specialized (eg realistically just for robotics and medical equipment)"
X Link 2026-02-06T19:12Z 15K followers, [----] engagements

"@pennycheck What's the EFTA#"
X Link 2026-02-09T22:37Z 15K followers, [----] engagements

"Besides $LLY (even though that likely is the simplest and maybe best answer) what is the peptides go crazy viral beta public markets name"
X Link 2026-02-10T15:40Z 15K followers, [----] engagements

"@undrvalue lol. but maybe"
X Link 2026-02-11T01:24Z 15K followers, [---] engagements

"@shantaram83 Really good"
X Link 2026-02-13T12:46Z 15K followers, [----] engagements

"@anthonystaj Mind DM-ing me on this Find $NXTC quite interesting"
X Link 2026-02-02T16:49Z 15K followers, [---] engagements

"@BioValues Check out $NXTC"
X Link 2026-02-05T19:44Z 15K followers, [----] engagements

"Can anyone tell me why $ACMR is not a no brainer here - China going full on Manhattan Project on DC buildout - NAURA reported memory breakthrough - Intel allegedly qualifying ACM products implying possible line of sight to future where they can use them - Trades at massive discount to stake in Shanghai shares and CEO is incentivized by ownership of US listed shares to close the gap (wake up overnight to a 5x type stuff) https://twitter.com/i/web/status/2001723468174553164 https://twitter.com/i/web/status/2001723468174553164"
X Link 2025-12-18T18:37Z 15K followers, 68.1K engagements

"What microcaps should I look into Prefer: under 100m thesis isn't simply driven by "undervalued to comps" some trend/situation hasn't been understood yet by market Bonus points for profitable / inflecting and for aligned incentives (mgmt can get rich)"
X Link 2024-09-17T17:08Z 15K followers, 63.2K engagements

"What am I long right now and why $EVLV - will post a summary on here but read the long form post $TIPT - special situation sales process happy to hold $FNCH - completely unaffected by tariffs and continue to think it should be $20 on expected value pre trial + trial date set soon $HNRG - think they get the deal done and very bullish news on coal for AI today $TGEN - domestic manuf vs others in the vertical and one midsize data center 2x revenue. Vertiv wouldnt deal with them if they didnt think some day they could be lets say 1% of revenues (which would be huge for Teco) Basket of buyout"
X Link 2025-04-08T21:11Z 15K followers, 14.3K engagements

"$EVLV has filed and is in compliance. Strong numbers [--] months ahead of schedule for profitability goals. [--] DTC - 25+ depending on your look-back period for volume since DTC = short shares / ADV. Shorts have not covered at all into this. they have actually been adding. This makes me think most shorts are indeed mechanical based on delinquent filers. If this reverses and mkt holds up honestly. strong chance of a true short squeeze"
X Link 2025-04-28T21:33Z 15K followers, 49.4K engagements

"Interesting LinkedIn tinfoil (or alpha) on $TGEN -- the S-1 was filed on 7/15. That's one day after DMK Solutions a "Construction Support & Owners Rep Services for AI Data Centers and Emerging Infrastructure" joined the Vertiv Partner Program (see photo). Interestingly the president of DMK commented on Teco's LinkedIn post regarding cooling data centers around the same time (see photo). Additionally a biz dev representative from Johnson Controls also commented on the raise. My prior was that an announcement would have arrived by now but with [--] week to earnings perhaps that's a natural"
X Link 2025-08-06T01:06Z 15K followers, 13.6K engagements

"I think the World Cup and then the [--] Olympics will actually be quite significant tailwinds for $EVLV (at least from a multiple expansion perspective) as security comes to the fore"
X Link 2025-08-09T15:01Z 15K followers, [----] engagements

"$FEIM - not a huge number but definitely material and exciting. Whats more exciting is that the Patriot missile refresh should be a big happening for next few years particularly for involved small defense names. Frequencys involvement speaks to the quality of their tech"
X Link 2025-08-25T13:12Z 15K followers, [----] engagements

"For those who don't have 'Stack finally getting around to sharing my and @everyonehatesp1 basic $AMPG take. The extreme tl;dr is just that (per the graph below) the company is an extreme outlier in terms of valuation. I believe its LOIs can get it to $50m in '26 revs. The LOIs are for $120m over the next few years. One is already being serviced and has been expanded twice. This is with Telus. The other with an unnamed as-yet MNO has been expanded once. If you believe that the biz should trade at circa 3x EV/Sales NTM and underwrite the LOIs getting them to $50 that's a double from here."
X Link 2025-09-05T22:48Z 15K followers, 41.4K engagements

"$BE has gone from $18 - $129 essentially on the realization that fuel cells can use nat gas to powers data centers. Its now at $30B market cap. $BW even after this move is at $450m ish. But its clear that nat gas can be used to power boilers and steam turbines to power data centers. They just signed a deal with $APLD that: 1) Probably is the first of more 2) Alone represents a truly transformative revenue opportunity I am shocked it is not up more. I think people are price anchoring since $BW has run so hard already + shaky small caps lately. But the thing is it might be a better r/r here"
X Link 2025-11-05T06:34Z 15K followers, 71.6K engagements

"If you think extreme weather events continue indefinitely and increase YoY how would you play it outside of obvious names like insurance (shorts). Some sorts of ideas $ATEX (utilities private networks) $PLOW (snow clearing equipment) $GNRC (backup power) What else Anything non-obvious would be really interesting https://twitter.com/i/web/status/2015651832870138006 https://twitter.com/i/web/status/2015651832870138006"
X Link 2026-01-26T05:03Z 15K followers, 13.7K engagements

"My 2c on the price action this week. Obviously it seems like today's weakness was catalyzed by Warsh being nominated. But I think the fragility introduced by AI advancements is actually the thing causing the "fault lines" which were then cracked today. If you have $MSFT or $U getting one-shotted by AI (even if you think it's unjustified I'm talking about price-action one-shotted) and you're long you're implicitly short AI advancements and implicitly short the breakthrough that takes you out. For example I have liked $WIX and I think it's too cheap but at this point I'm just too scared off"
X Link 2026-01-30T23:26Z 15K followers, 32.7K engagements

"It's going to be a very good year for behind-the-meter power generation. Especially considering that we likely see pushback on data centers over electricity bills"
X Link 2026-02-01T20:56Z 15K followers, 22.3K engagements

"While its not clear yet exactly how Intel solved the yield problem of cracking and chipping with glass substrates $SHMD does specifically highlight that its acid etching is intended to provide yield enhancement in this area. More generally both Samsung and Intel moving into the area is validation that AI demands necessitate a switch to glass at some point in the near(er) future. It is interesting that one of Schmids non exec board members is the former CEO of Samsung electronics (see attached). https://twitter.com/i/web/status/2019281881427001815"
X Link 2026-02-05T05:28Z 15K followers, [----] engagements

"Hyperscaler AI Capex ROI is basically guaranteed if not by direct ROI by creating the conditions for structurally lower rates. Downward wage pressure for knowledge work near zero marginal cost supply expansion of knowledge work and layoffs all create a disinflationary impulse. Which ceteris paribus means lower rates. The below is an unbelievable graph but it doesnt go far enough. Id say a good chunk of healthcare itself (radiology triaging urgent care prescriptions for antibiotics etc.) should just be done by AI. Its not like its diagnostically more inaccurate. Obviously that should come with"
X Link 2026-02-07T20:03Z 15K followers, 10.4K engagements

"Thought this was a strong pitch. Phenom is an underfollowed account My highest conviction setup for 2026: $RELL High margin semi business projected to grow 100% Alternative energy segment returning to fast growth Unprofitable division has been officially divested Trading net cash and single digit normalized earnings Full thesis in https://t.co/JzHNPqT6Fd My highest conviction setup for 2026: $RELL High margin semi business projected to grow 100% Alternative energy segment returning to fast growth Unprofitable division has been officially divested Trading net cash and single digit normalized"
X Link 2026-02-10T16:35Z 15K followers, 43.3K engagements

"Just flagging since got a few Qs. this XJ filing is based on old news and was telegraphed for months. This was basically done as a distressed deal to settle debts and was necessary for pursuit of current status. Equity for debt conversion pretty typical for companies in the circumstances they were in. https://twitter.com/i/web/status/2021703506185662963 https://twitter.com/i/web/status/2021703506185662963"
X Link 2026-02-11T21:50Z 15K followers, [----] engagements

"This was one of the fatter pitches market offered up last year. China memory capacity expanding. Basic learning is "when the CCP says they are going to do something with producing a product or item don't fade them." Can anyone tell me why $ACMR is not a no brainer here - China going full on Manhattan Project on DC buildout - NAURA reported memory breakthrough - Intel allegedly qualifying ACM products implying possible line of sight to future where they can use them - Trades at massive Can anyone tell me why $ACMR is not a no brainer here - China going full on Manhattan Project on DC buildout"
X Link 2026-02-12T01:21Z 15K followers, 15.4K engagements

"Whats the next catalyst for a leg up (CPI etc. permitting) Probably just rationality among pricing AI winners and losers which sees many names recover. I now think we are approaching peak AI disruption fears. $DOCU is hard to love in this narrative but it sold off 5% on an old GitHub repo (12k stars) being discussed on here. Now I absolutely would not want to be long it but it shows the vibes. Trucking names are another great example right now. Feels close to me. https://twitter.com/i/web/status/2022016883789029867 https://twitter.com/i/web/status/2022016883789029867"
X Link 2026-02-12T18:36Z 15K followers, [----] engagements

"$SHMD filed financials need time to go through"
X Link 2026-02-13T14:35Z 15K followers, 10.3K engagements

"First impressions mostly just critical as these names out of current status get mechanically shorted. Hopefully they can ramp IR and disclose customers soon. Orderbook and commentary look good to me"
X Link 2026-02-13T14:45Z 15K followers, [----] engagements

"Interesting idea The only DoDIN-certified open video system trading at 1x sales $HAI.TO - Haivision is the hidden infrastructure play behind mission-critical video for defense broadcast & enterprise. Here's why this micro-cap matters: 🧵 https://t.co/BZmsMwlaAd The only DoDIN-certified open video system trading at 1x sales $HAI.TO - Haivision is the hidden infrastructure play behind mission-critical video for defense broadcast & enterprise. Here's why this micro-cap matters: 🧵 https://t.co/BZmsMwlaAd"
X Link 2026-02-13T18:22Z 15K followers, [----] engagements

"$CGEH - which @everyonehatesp1 has a great note on - printed excellent earnings. 33% revenue growth [--] point () margin improvement and did a dry run with suppliers to see what servicing a 100mw data center would be like. That would represent $300m of revenues per their math which obviously would be blue sky but even smaller wins move the needle in a big way for them. Maybe $BE was just priced in but that print was insane. That coupled with unfathomable capex beats (whats another $70B) means that imo you really need some power generation exposure. Its very bullish for names like $CGEH and $BW"
X Link 2026-02-13T20:50Z 15K followers, [----] engagements

"@hank_moody_jr Volatility isnt scary if you like a thesis and its tracking :)"
X Link 2026-02-13T23:21Z 15K followers, [---] engagements

"@Phoenix_FFM Check $CGEH last earnings call"
X Link 2026-02-15T15:36Z 15K followers, [---] engagements

"$HNRG $TGEN should do very well tomorrow. Power demand play incredibly strong. $META raising its Capex guide. $GOOG training 1000s of electricians"
X Link 2025-04-30T20:22Z 15K followers, 20.3K engagements

"I was lucky enough to do a site viz w/ $TGEN yesterday. I will post more detailed notes + financials focused notes soon. The key takeaway is that Teco's future potential all rests on one question: "Will they secure that initial data center customer for their chillers" Why is this key A data center deal would be absolutely transformative both prima facie and as a permission structure for future customers. In other words the dominoes don't fall until the first domino falls. Prima facie: Previously the numbers they'd talk about regarding DtX (liquid cooling gas-powered chiller) sales would be"
X Link 2025-05-02T23:20Z 15K followers, 28.8K engagements

"Starting to get interested in $TSSI again. Basically flat on the month vs. +40%. Really hasnt moved like other names ($PSIX) despite benefiting from the same tailwinds. We are past Capex FUD. It will be a bubble but not yet. And I was pleased with its last earnings results"
X Link 2025-05-12T12:40Z 15K followers, 29.8K engagements

"Underrated source of alpha is just introducing people who are both interested in a name or have similar strategies or just would have fun bouncing ideas to each other. on here or IRL. If you do this with two people today it will help you in a material way w/in [--] months"
X Link 2025-05-13T16:57Z 15K followers, [----] engagements

"$TSSI - it made no sense to be down so much when comps were ripping + narrative changing. Great q from them and up 45% since this. Sometimes you get no brainers. Starting to get interested in $TSSI again. Basically flat on the month vs. +40%. Really hasnt moved like other names ($PSIX) despite benefiting from the same tailwinds. We are past Capex FUD. It will be a bubble but not yet. And I was pleased with its last earnings results. Starting to get interested in $TSSI again. Basically flat on the month vs. +40%. Really hasnt moved like other names ($PSIX) despite benefiting from the same"
X Link 2025-05-15T20:48Z 15K followers, 18.4K engagements

"$EVLV just getting started. Still tremendously cheap vs. peers. Recurring revs anyone"
X Link 2025-05-16T16:07Z 15K followers, 12.1K engagements

"I'm working on a new writeup on a Golden Dome beneficiary which the market is overlooking and will share it on my redacted newsletter website. $LASR is up 90% since its earnings call in no small part due to highlighting its involvement in this massive infrastructure project. However I found a company which I believe should have even more beta to satellite proliferation and which like $LASR is not pricing that in whatsoever. If you follow me here consider following the redacted where I typically share longer written work rather than musings/trade ideas. Of recent pieces: $HNRG is still in"
X Link 2025-05-29T17:32Z 15K followers, 54.1K engagements

"$MFI - I think this might be the next small shellco BTC/ETH treasury announcement. The B shares of this company which essentially seems like a shell were 100% acquired by Dawei Yuan. This gives him control over voting since B shares have [--] to [--] voting rights: Yuan is current CEO of Coldlar a crypto wallet company. But more interestingly numerous sources list Yuan as a cofounder of HTX aka Huboi which is often in the top 5-10 of crypto exchanges by daily volume. However it's hard to confirm this since there aren't many English language articles from [----] which is when he left on HTX. Can"
X Link 2025-05-30T20:47Z 15K followers, 54.8K engagements

"My read is that mkt thinks this overhangs the space sector generally. I do not think it will. I think $ASTS and $RKLB will benefit. Trump likes space he made the space force. How is $ASTS not up more on this crash out How is $ASTS not up more on this crash out"
X Link 2025-06-05T19:32Z 15K followers, 19.7K engagements

"I still have no idea what $MFI will be used for but it's worth thinking out loud and piecing some clues together. Lost in the events of last week was the Senate's passage of the GENIUS act. The GENIUS act attempts to set up a regulatory framework for banks and other entities to issue stablecoins and establish guidelines for existing practices. This is aimed at increasing competition and strengthening dollar dominance and therefore diminishing the US's cost of capital/continuing US dollar exceptionalism. Remember the dollar is what the entire stablecoin market rests on. This should have"
X Link 2025-06-15T15:33Z 15K followers, 21.6K engagements

"Finally finished this writeup on $FEIM This company was a blast to learn about. And it's particularly relevant given the recent conflictwhile the ramifications are uncertain the importance of GPS missile defense satellite proliferation and electronic warfare (all of which relate to Frequency) have never been clearer. Check it out at the usual forbidden site. Will share an overview here soon for those who don't follow there. I'm working on a new writeup on a Golden Dome beneficiary which the market is overlooking and will share it on my redacted newsletter website. $LASR is up 90% since its"
X Link 2025-06-17T01:49Z 15K followers, 53.5K engagements

"$VOYG - fresh IPO popped and has been selling off. Space name + Palantir partnership + works with SpaceX and RocketLab. They are a real company and have $180m in contracted backlog. Barely any chatter on here about it which surprises me. With $AIRO and $CRCL theres a massive appetite for chasing IPOs so youd think a company like this would be continually bid. But it really seems like it flew under the radar"
X Link 2025-06-20T13:14Z 15K followers, 21.5K engagements

"$FEIM - Not the worst time to be partnered with the maker of the B-2 Northrop Grumman / $NOC"
X Link 2025-06-22T03:05Z 15K followers, 14K engagements

"A bit delayed but as promised wanted to share my consolidated thesis on $FEIM on X. I know many on here don't follow me on redacted blog site. Would really welcome comments and stress testing The Senate just advanced the 940-page Big Beautiful Bill 51-49 sending it to conference with a first-tranche $25 B appropriation for the Golden Dome missile-defence layer. Frankly and in alignment with the CBO I believe this program will represent $20B in funding for literal decades. It is a major catalyst for names that stand to benefit and $FEIM is the best pure-play beneficiary I could find. Every new"
X Link 2025-06-29T17:36Z 15K followers, 34.5K engagements

"At the end of the day $TGEN tech is real and differentiated and has a massive TAM. So while I'd never call this upmove justified on say a P/S basis. that's just the wrong way to look at it imo. It's more akin to a biotech readout or a venture name than a typical public small cap. Also if the tech becomes more widely adopted. it's pretty hard to imagine a scenario where it doesn't end up with $VRT acquiring them IMO"
X Link 2025-07-02T16:13Z 15K followers, 27.7K engagements

"Well the BBB passed. $25B in year [--] for Golden Dome. I'm surprised w/ how $FEIM has traded vs. other space names (many of which are up 200%+ over last [--] months). But then again I was surprised that nLight took until it's earnings call to move on speaking to its Golden Dome tailwinds. It is always surprising how inefficient names $1b are. I think it's playing out again in $FEIM. Earnings should be in 2ish weeks (seems wrong on some brokerages just basing this on prior years). Ofc if they figure out quantum GPS w/ Leidos that's even more of a return driver so will also be looking for any"
X Link 2025-07-07T20:11Z 15K followers, 12.5K engagements

"$FEIM FY earnings tomorrow Not so much concerned with the numbers (think they will be fine to strong) but more concerned with: [--]. Discussion of Leidos GPS partnership [--]. Golden Dome discussion [--]. Quantum sensing opt more generally https://ir.freqelec.com/news-releases/news-release-details/frequency-electronics-announces-year-end-fiscal-2025-financial https://ir.freqelec.com/news-releases/news-release-details/frequency-electronics-announces-year-end-fiscal-2025-financial"
X Link 2025-07-09T14:40Z 15K followers, 10.3K engagements

"For those wondering my thoughts on $TGEN I defer to @majgeoinvesting :) As I mentioned during the forum TGENs future likely hinges on how Vertiv decides to position and push Tecogens offerings. If Vertiv aggressively markets the solution the leverage could be huge. Even though the companys cash balance sits above $5 million allowing it to execute on smaller project opportunities the company is probably going to have to raise money at some point in the future to attract larger products. We would actually view a raise as a positive indication that the company is nearing its first large contract"
X Link 2025-07-15T21:00Z 15K followers, 12.3K engagements

"Do you see what I see $EVLV Lol this is hilarious. The Phillies had a kiss cam and had the Phillie Phanatic re-enact the Coldplay affair😂 https://t.co/0HDlr7feGF Lol this is hilarious. The Phillies had a kiss cam and had the Phillie Phanatic re-enact the Coldplay affair😂 https://t.co/0HDlr7feGF"
X Link 2025-07-19T02:55Z 15K followers, 19.2K engagements

"I do believe at some point in the next [--] months quantum sensing will become a theme much like quantum computing except with less froth/hype driven movement as the tech is much closer to commercialization What do you think a gov would pay to say be able to track all of its enemy's "stealth" aircraft $50B Quantum sensing makes that sort of thing possible. so research dollar will continue to flow into it until it is achieved. Speculatively I believe this $12B research lab contract is not insignificantly for the development of this tech. GPS denial a major theme this year and will continue into"
X Link 2025-07-25T16:38Z 15K followers, 15.1K engagements

"$FEIM - gov certainly aware of the importance Were also demoing the worlds highest performing quantum inertial sensor ever used in space. Bottom line: testing this tech will be helpful for navigation in contested environments where GPS may be degraded or denied. (3/4) Were also demoing the worlds highest performing quantum inertial sensor ever used in space. Bottom line: testing this tech will be helpful for navigation in contested environments where GPS may be degraded or denied. (3/4)"
X Link 2025-07-29T14:36Z 15K followers, 14.3K engagements

"Not anything new but demand numbers just insane $TGEN $VRT $PSIX etc"
X Link 2025-07-30T13:51Z 15K followers, 11.4K engagements

"If you want to be a thematic investor think of [--] years from now. What will be true Heres some of mine: [--]. Battery tech will be in focus as power demand ramps up [--]. Relatedly govt will increasingly subsidize/nationalize parts of grid a la $MP materials [--]. Agentic AI will continue to improve at a non-linear rate and big winners will likely provide devtools/service related to this [--]. Plastic surgery demand and beauty demand increases as peoples brains are broken by TikTok and Insta drip feeding beauty and normalizing procedures [--]. 50% of cars will be autonomous capable [--]. LEO satellite"
X Link 2025-07-30T22:35Z 15K followers, 55.3K engagements

"$FEIM ATH and 50% up from unwarranted post (record) earnings dip. Just shows Mr. Market is crazy and occasionally if you know the story you have great opportunities present themselves"
X Link 2025-08-06T18:02Z 15K followers, 13K engagements

"$BTBT basically trading in line or below most crypto / stables names (e.g. $BMNR) as they rip plus it has a potential IPO tmr mcap. pretty insane skew if IPO squeezes as I think 9x oversubbed last I saw"
X Link 2025-08-06T19:43Z 15K followers, [----] engagements

"When I read this its hard for me not to think that $ALTS does something like $DJT or $NMAX or Trumpcoin. The tokenomics are insane. Then again I think who doesnt know this Why hasnt it run up in anticipation much more My best answer is: [--]. Its kinda complex for retail (like your buddy who is always late to every trend) [--]. Crypto people are just playing it via perps or spot they dont usually do stocks [--]. Who is going to pitch this to their PM So many funds arent playing Does this sound convincing or is there something I am missing that explains the lack of an insane run up on the literal"
X Link 2025-08-28T00:44Z 15K followers, 32.8K engagements

"Mike is extremely underfollowed has a great name and knows defense (and more) cover to cover. This is a great thread for idea gen: The final link and probably the most profitable drone components Here is my favorite ideas. Again in ranking of conviction The final link and probably the most profitable drone components Here is my favorite ideas. Again in ranking of conviction"
X Link 2025-08-30T00:31Z 15K followers, 14.8K engagements

"$FEIM anyone A plane carrying Ursula von der Leyen was forced to land in Bulgaria using paper maps after suspected Russian GPS jamming disabled all navigation systems at Plovdiv Airport Financial Times reports. The aircraft circled for an hour before landing manually. https://t.co/4iNVsopjDl A plane carrying Ursula von der Leyen was forced to land in Bulgaria using paper maps after suspected Russian GPS jamming disabled all navigation systems at Plovdiv Airport Financial Times reports. The aircraft circled for an hour before landing manually. https://t.co/4iNVsopjDl"
X Link 2025-09-01T22:59Z 15K followers, 14.1K engagements

"The language on the $FEIM recent 10-K is less circumspect than on their last earnings call. For a company with highly conservative management this is meaningful and quite positive: "We foresee continued long-term growth within our primary markets: space navigation secure communication and timing. Our technical expertise enables us to win new contracts and maintain strong gross margins. The current administration in Washington has demonstrated strong support for both space and defense initiatives. Although there are ongoing discussions regarding changes to the space architecture and"
X Link 2025-09-04T20:07Z 15K followers, 21.4K engagements

"The market has evolved or maybe devolved into one where the second half of the risk/reward ratio can more and more come from themes (momentum) memes (hype) and dreams (growth). I think the reason pure value investors are often frustrated is that they are definitionally right that one should invest when the valuation significantly provides a margin of safety (risk) for a certain level of return (reward). But their assessment of the sources of rewarddiscounted cash flowsis incongruent with the market we are in. Put another way the money more and more is in the multiple which can be driven by"
X Link 2025-09-07T17:24Z 15K followers, 33.7K engagements

"Twitter friends I am trying something newI am trying to limit my time on Twitter for the next month and see how it changes my research process. So if I dont respond to a DM I will get to it within a few days but I wont be as active. Still feel free to ping me ofc. Theres so much idea flow these days on Fintwit that ironically I feel like I need to minimize my exposure to it to be able to focus on developing conviction for a smaller subset of the most exciting ideas"
X Link 2025-09-08T22:35Z 15K followers, 22K engagements

"I was adding $FEIM into the selloff on Friday. There's a lot I could say but four points revealed on the call/PR have deepened my conviction: [--]. Management has confirmed Golden Dome Patriot Refresh B2 bomber THAAD drone spending etc. to all be tailwinds. They sound highly optimistic saying on call quote "this is not your grandfather's Frequency". This is a bold statement of purpose for a management team that's highly conservative. [--]. The optimism is backed by capital allocation. Last year they paid out cash flows as a dividend. Now they're instead doing a $20m buyback. The company reads the"
X Link 2025-09-15T00:53Z 15K followers, 43K engagements

"$ASTS is obviously implicated but something that stood out was Elon mentioning phone hardware would have to evolve to make this feasible. Whats the best pure play on that Because that stock when this happens will do something silly. $ASTS *SPACEX: PLANS TO HAVE SOME TESTS ON PHONES LATE [----] BBG $ASTS *SPACEX: PLANS TO HAVE SOME TESTS ON PHONES LATE [----] BBG"
X Link 2025-09-16T15:41Z 15K followers, 25.5K engagements

"If you think about the admin moving to secure lithium it makes sense to me to assume next focus will be uranium"
X Link 2025-09-26T00:32Z 15K followers, 10.4K engagements

"Few stocks Im interested in looking into right now and why: $AEC - think uranium refining is going to be a focus of gov industrial push (they have one of three workable mills in US + $UEC owns a major stake and is looking to start a refining arm) $PPTA - antimony is as necessary a critical mineral for defense and John Paulson owns a majority and is buddies with Trump decent shout for a gov partnership $AMPG - been selling off on little news. Regardless of quantum debates on here (largely agree with Shkreli on the actual use cases) companies like IBM are building qubits that need LNA and new"
X Link 2025-09-28T15:32Z 15K followers, 87.9K engagements

"Basically back to where we were on $FEIM before earnings. Meanwhile gov has only been focusing more on PNT and quantum sensing. Think there's a chance of just waking up some day to very good news on one of these programs based on mgmt's inflection in tone. I was adding $FEIM into the selloff on Friday. There's a lot I could say but four points revealed on the call/PR have deepened my conviction: [--]. Management has confirmed Golden Dome Patriot Refresh B2 bomber THAAD drone spending etc. to all be tailwinds. They sound highly I was adding $FEIM into the selloff on Friday. There's a lot I could"
X Link 2025-09-30T16:48Z 15K followers, 25K engagements

"Nice to see $AMPG pursuing dronesit always made sense to me as a market to pursue. If you don't want your drones to be jammed it's nice to have an amplifier that picks your RF out of the noise. Think this is likely a large and in-demand TAM. Also I don't think you want a foreign company making radios for your drones but that's just me. ORAN makes sense here to me. Also LinkedIn alpha remains undefeated"
X Link 2025-10-02T17:52Z 15K followers, 31.5K engagements

"Its somewhat obvious though not yet fully reflected by the job markets but with AI I think the value of being good at problems with a discrete answer will go down exponentially and the value of being good at problems with no direct answer will earn a huge premium"
X Link 2025-10-05T20:12Z 15K followers, [----] engagements

"Quantum sensing is changing the world of navigation defense security trading etc. right now. Computing is years away though ahead of schedule. People clearly dont realize that there are amazing applications for sensing and its real and its here. That boggles my mind a bit"
X Link 2025-10-06T18:14Z 15K followers, 26.4K engagements

"MP materials was a sea change. The US Gov nationalizing a business is an acknowledgement of deep vulnerability. Everything is being bid up indiscriminately now and maybe a detente will end in sharp sell offs in some of the more memey names. But in general LT a US gov that supports REE and mining should cause a sector wide rerate from very low expectations. Thats the sort of megatrend that is really exciting and potentially lucrative. Few stocks Im interested in looking into right now and why: $AEC - think uranium refining is going to be a focus of gov industrial push (they have one of three"
X Link 2025-10-12T00:57Z 15K followers, 49.1K engagements

"If quantum sensing was just called something like advanced sensing technology these names would be much higher imo. I think the quantum just distracts everyone at this point :) ☺ The public and investors may not yet understand the significance of quantum sensing but the ppl in charge of technology at the DoD and other governments do. I'm grateful to @Mike10947310 & @pennycheck for validating the thesis early on and bringing a wealth of info forward ☺ The public and investors may not yet understand the significance of quantum sensing but the ppl in charge of technology at the DoD and other"
X Link 2025-10-17T21:44Z 15K followers, 13K engagements

"Glass substrates potentially intriguing emerging theme :) @pennycheck Nitto Boseki ($3110.T) is the real deal. Only supplier of specialized glass fibre for chip packaging and high-speed networking switches. Jensen Microsoft AMD execs all flying to Tokyo to guarantee supply. Feels like their pricing power is infinite here. https://t.co/O3WuFcMuDC Nitto Boseki ($3110.T) is the real deal. Only supplier of specialized glass fibre for chip packaging and high-speed networking switches. Jensen Microsoft AMD execs all flying to Tokyo to guarantee supply. Feels like their pricing power is infinite"
X Link 2025-11-12T21:53Z 15K followers, 47.3K engagements

"Microcaps are funny. You find a net net growing at 70% YoY building data centerswhich are extremely constrained yet in extreme demand. Management predicts 10xing its integration segment. And an 85b company relies on them. Yet they trade at like 10x 2024e P/E"
X Link 2024-04-17T17:51Z 15K followers, 36.5K engagements

"A lot of people have asked why the S-stack is free. While I totally think there's many reasons to charge for others I think there are quite selfish reasons to have a free blog that many overlook: - More readership = better commentary and critique - Less incentive to publish or perish = better picks - You have a large universe of people interested in your names who (given the reach of FinTwit) may actually get involved in them - Easier to get job offers if that's what you are looking for - More fun if it isn't a business at least to me - Etc. But mostly I think ONE good pitch I receive from"
X Link 2024-06-17T16:54Z 15K followers, [----] engagements

"Just published on $RCAT. Link in my bio. My largest position currently. TL;DR: [--]. Drones are the future of war (e.g. watch Ukraine combat footage) [--]. The US has introduced protectionist legislation and large programs of record to bolster small defense drone production [--]. $RCAT has gone from $0 to $30m rev run rate in less than [--] months solely via organic sales [--]. It should reach positive cash flows within 1-2 years on the strength of its Teal [--] drone sales [--]. Based on comp co revenue multiples it should be 100% higher on this alone [--]. It has a strong chance to win SRR T2 a massive ($600m -"
X Link 2024-07-10T17:50Z 15K followers, 37.6K engagements

"Just posted about $ICAD on the forbidden site. Been following this name for a while and they are executing. Now on Phase [--] of a [--] step plan. If they continue progress they could (w/out adding a new customer) get to $30m in ARR. Valued to comps that'd be a 240m cap. They are at $40m right now with $20m net cash. Link in bio"
X Link 2024-10-16T19:26Z 15K followers, 21.9K engagements

"Sharing a long list of stocks I have been interested in and why. I haven't updated some of the descriptions of "why" and I have been busy w/ bschool so haven't updated it super diligently. However should be very useful for idea generation Just hope you can zoom in enough"
X Link 2024-10-23T00:56Z 15K followers, 11.9K engagements

"$65k/system * [----] and then potentially and likely extension of the program for [--] more years. That's over $500m. $RCAT. Insane achievement"
X Link 2024-11-19T19:56Z 15K followers, 14.6K engagements

"Really exciting idea from @SFarringtonBKC on $FOA; full credit to him. I have been struggling through this one and would like some help on valuation. Definitely near term multi-bagger potential if the math makes sense. $FOA is a reverse mortgage provider which has originated around $18B of reverse mortgages from 2018-2023. Interestingly $7.3B of these actually pay out based on a floating rate which creates a quite unique opportunity to bet on structurally higher rates for a long time. The company is a $220M market cap. Yet they should have around $1B flowing through over the next [--] years (at"
X Link 2024-12-08T18:39Z 15K followers, 29K engagements

"For the first time in a while found something worth a deep-dive on. I will be sharing a writeup on this company soon both here and on the forbidden site. This is an interesting company: it is valued as if it is completely dead but its technology may finally be having its ChatGPT moment w/ robotics coming to the fore. Please check back this week; should have written it by then. This below post was good timing: I think Jensen somewhat confirmed this trend at CES (and I further think this is where the Quantum Bubble money flows). AI + Robotics for Warfare will be a mega trend. Probably the most"
X Link 2025-01-08T00:21Z 15K followers, 39.4K engagements

"Shared my post on $TGEN and will be sharing it on here once I put it into thread format. See my profile for link to blog. Exciting company and very cool product Note: I was initially going to share another company but this thesis seemed more pressing with ADV growing this week. Will share thoughts on the other name in the future. For the first time in a while found something worth a deep-dive on. I will be sharing a writeup on this company soon both here and on the forbidden site. This is an interesting company: it is valued as if it is completely dead but its technology may finally be having"
X Link 2025-01-09T02:54Z 15K followers, 29.8K engagements

"$TGEN thesis for those who don't follow the forbidden site; think it is a 4x+ over next [--] years. $55m EV (minimal debt) with unique product that services small to medium data centers. Product is hybrid natural gas/electric chiller; chillers cool data centers to keep them operating at optimal conditions and avoid fires. Management has only recently (last August) begun emphasizing the data center opportunity. Continual insider buying. Previously was downplaying the opportunity as they didn't want to overpromise and they were working with various clients. Letting management speak for itself: "I"
X Link 2025-01-09T19:13Z 15K followers, 28.3K engagements

"This is an important read-through for companies like $PSIX $TGEN $TSSI. Seems reports of their death were greatly exaggerated. Weren't models literally always going to get much more efficient You still want the most robust possible infra you can have. Btw even if this doesn't end up being necessary it's still a game-theoretical arms race. China is all-in on buildout. so we are going to be too. To be clear I wouldn't say it makes sense be long $NVDA given r/r but I still would be long the thesis overall. Eaton: U.S. Data Center construction backlog ($234 billion) represents [--] years of"
X Link 2025-02-01T17:52Z 15K followers, 27K engagements

"Wanted to share some thoughts on a really interesting name $RPID. I am long. It's gone on a tear recently but it's rare to see a micro-cap with legitimately dominate technology and I think it will be $8+ in the near term and is probably an eventual acquisition candidate. The company builds a "better mousetrap" for pharmaceutical quality control. Many companies say their tech is better; in this case it is actually much better. Currently pharma manufacturers use microscopes and petri dishes to QC drug development (look for bacteria contamination). This takes 10-15 days. $RPID's product does QC"
X Link 2025-02-17T20:15Z 15K followers, 17.3K engagements

"One of the craziest things I've seen recently in markets and hats off to @pennycheck for somehow finding it. TL;DR for some reason Palmer Luckey wanted to connect $MVIS with Anduril/IVAS (the recent AR/VR $25B contract). on a Reddit messageboard. Remember $MVIS It was a stock that went from .3 to [--] during the Covid Bubble. It was a short squeeze and to this day is highly shorted. Frankly I thought then it was vaporware. Well bizarrely Palmer Luckey recently posted the below attached image on Reddit. Of course he is merely highlighting a [--] year old comment but he adds that he just took over"
X Link 2025-02-20T03:56Z 15K followers, 20.7K engagements

"Hi everyone please check out my writeup on $TIPT. This is an event-driven situation w/ near term catalyst; in fact there is a reasonable chance that a sales process is announced on earnings tomorrow Feb 26th. This has been essentially reported by The Insurer a credible industry magazine. And yet this news has been missed by financial media (it does not appear on the company's Bloomberg or CapitalIQ pages). To please the X algorithm I'm including a link to site which will take you to the writeup w/out mentioning the forbidden site Will share more thoughts on here tomorrow before earnings."
X Link 2025-02-25T17:58Z 15K followers, 24.4K engagements

"Wow perfect time for $TGEN to announce uplisting to NYSE: Keep in mind one data center deal reasonably double revenues. Continue to be extremely excited. https://www.accessnewswire.com/newsroom/en/oil-gas-and-energy/tecogen-announces-uplist-to-nyse-american-stock-exchange-1022052 $HNRG $TGEN should do very well tomorrow. Power demand play incredibly strong. $META raising its Capex guide. $GOOG training 1000s of electricians. https://www.accessnewswire.com/newsroom/en/oil-gas-and-energy/tecogen-announces-uplist-to-nyse-american-stock-exchange-1022052 $HNRG $TGEN should do very well tomorrow."
X Link 2025-04-30T22:17Z 15K followers, 14.7K engagements

"Would encourage anyone interested in microcaps to check out @GeoInvesting which provides great primary research. Did a recent interview where I discuss my investment strategy and talk with Maj about my ongoing thesis for $TGEN and $HNRG. Check it out"
X Link 2025-05-22T19:23Z 15K followers, 14.7K engagements

"How is $ASTS not up more on this crash out"
X Link 2025-06-05T18:58Z 15K followers, 28.7K engagements

"FYI for anyone else with a position in $TGEN they are presenting tomorrow. A few data center linked names at this conference as well ( $POWL $APLD $RIOT etc.) so wouldn't be the worst cohort to meet/present to. https://ir.tecogen.com/press-releases/detail/462/tecogen-to-participate-in-roth-conference-in-london https://ir.tecogen.com/press-releases/detail/462/tecogen-to-participate-in-roth-conference-in-london"
X Link 2025-06-24T19:57Z 15K followers, [----] engagements

"Ok sharing thoughts post $FEIM earnings Wow pretty surprised at market's reaction Closing down 13% is simply not due to the numbers or guidance which were strong. NFA but to me this was a good time to do nothing or buy. I think the reaction is due to: - Misguided expectations from some shareholders of some large deal being announced on this call (was never expected to happen before the primes got money. Frequency is a subcontractor) - The strange comment about rubidium only representing a 1-2m opportunity. This was clarified today in a PR: - The general cautious and conservative tone from the"
X Link 2025-07-11T21:13Z 15K followers, 25.7K engagements

"This may be apocryphal but I have heard and believe that 96% of people who owned $BTC in its history have lost money on it. And that is the best performing asset of . maybe all time The reason is that they assume a position w/out themselves deeply believing in the story and thenwhen inevitably it goes red for a period unless you buy the pico-bottomthey lose faith and sell. Bitcoin is the ultimate "story" so you need to buy into the story to make money. It's the same with a lot of stocks I like. they are story stocks but that means they are volatile. The key distinction is if the story is"
X Link 2025-07-14T15:10Z 15K followers, [----] engagements

"$FEIM - sometimes you just reread a transcript know what you own and feel giddy"
X Link 2025-07-17T03:18Z 15K followers, 17.8K engagements

"I'm feeling very bullish on $TGEN. Early price action today isn't hurting after the offering closed Why am I bullish and why has it traded poorly in my view Answering the second question first two reasons for poor trading. [--]. The first is misunderstanding of an Amazon headline that they are developing an internal cooling solution. I frankly think this is basically unimpactful for $TGEN if you actually understand what they do. So Amazon's solution cools the chip directly with non-water liquid. $TGEN's value prop is chilling non-water liquid (and reducing power grid draw) These seem"
X Link 2025-07-18T13:40Z 15K followers, 22.4K engagements

"Required reading for $FEIM h/t @undefinedmystic for finding this: "If China surpasses the U.S. in quantum sensing alternate PNT. it will gain a significant advantage in future conflicts." https://cgsr.llnl.gov/sites/cgsr/files/2025-06/Burkey_QS_final.pdf https://cgsr.llnl.gov/sites/cgsr/files/2025-06/Burkey_QS_final.pdf"
X Link 2025-07-22T19:57Z 15K followers, [----] engagements

"H/T @Reignots for finding this on Tegus $TGEN confirmed to have data center deal done and more coming Interview was with president of DMK Solutions. Smallest DC in their portfolio is 36mw. The largest is 800mw. On the small end my napkin math is thats 20+ chillers () Expect earnings call they speak to this. Huge win and exciting company perfectly positioned for Blackwell partnered with $VRT and execution been strong. CC: @rubicon59 @shantaram83 @Reignots @Imperium1136"
X Link 2025-08-06T18:11Z 15K followers, 35.1K engagements

"$TGEN not too much to share beyond what's already been said. Within [--] year we've gone from talking about data centers to partnering with Vertiv and securing a pilot. It's easy to forget how different that is from most microcap's execution. However there was also a frankly botched raise; $5 was absurdly low in my view. Negatives from this Q: I personally am discounting the [--] chiller order potential without the pilot just mentally. I don't want to underwrite that. I personally wouldn't bring it up until it was far closer to completion as it just sounds too good to be true and will invite short"
X Link 2025-08-13T16:25Z 15K followers, 25K engagements

"New writeup coming out soon w/ @everyonehatesp1. It'll be in the usual place. Having recently written about a few large caps (by which I mean $300-800m companies ha-ha) had to return to roots. This is a true microcap and there's certainly some hair but potentially lots of opportunity for a real inflection. Keep an eye out"
X Link 2025-08-28T17:18Z 15K followers, 17.6K engagements

"Published my and @everyonehatesp1 writeup on $AMPG. Will share bullets here sometime soon since I know many not on Stack. Btw as we saw post great $FEIM earnings you cant borrow conviction (went to $18s now at $33). Do your own work or else you wont know what you own. Its a recipe to sell at a local minima. And keep in mind I am as fallible as anyone. Remember I thought wed have a correction literally [--] days ago"
X Link 2025-08-28T21:09Z 15K followers, 60.9K engagements

"The LOIs keep expanding for $AMPG. $2.5m doesnt seem like a lotbut it is when you realize they did $11m in revenues in [--] I think when/if they get a third MNO this will become unignorable. Threes a pattern"
X Link 2025-09-02T12:48Z 15K followers, 12.4K engagements

"This is a great case study in people who actually read and understand a stock vs. people who only look at immediate numbers. Just read the $FEIM press release. Total deja vu here"
X Link 2025-09-11T20:23Z 15K followers, 22.2K engagements

"Things are getting exciting w/ direct to device which should benefit $AMPG. First you have Musk saying this about direct-to-device: So the phones that are able to use the spectrum that was acquired probably start shipping in around two years. And then we also need to build the satellites that are going to communicate on those frequencies. So in parallel we're building the satellites and working with the handset makers to add these frequencies to the phones. Now you have Viasat with this out: Viasat is $AMPG largest customer. It would surprise me to see large orders from them this year similar"
X Link 2025-09-15T20:25Z 15K followers, 13.6K engagements

"Not bullish quantum computing actually doing anything for years but bullish on quantum capex (obviously). Its a race tech giants have to run. When you realize quantum computers require large numbers of cryogenic LNA scaling with qubits and these go for $5k+ eachits not the worst beta to have. Currently IBM which is doing surprisingly well in quantum uses a European manufacturer which they originally designed for. But they have previously had tests with $AMPG per IR. At some point youd think this becomes a supply chain priority especially with companies like $SKYT meeting in DC last week with"
X Link 2025-09-19T13:08Z 15K followers, 34.3K engagements

"Whats everyones best pitch right now And whats the number [--] thing you want solved or an expert opinion on for it For interesting pitches happy to try and use my network on here to get an answertheres so many siloed people with insane expertise"
X Link 2025-09-22T19:02Z 15K followers, 17.2K engagements

"Obviously all illiquid microcaps that have run this year will be indiscriminately sold on risk-off but this seems to be like it should be very bullish for vertically integrated American companies making critical comms components such as $AMPG $FEIM $NTGR (not American manuf but trustworthy western supply chain) etc. https://twitter.com/i/web/status/1976702732330205524 https://twitter.com/i/web/status/1976702732330205524"
X Link 2025-10-10T17:33Z 15K followers, 17.7K engagements

"Soham and @pennycheck absolutely killed it on $LPTH. $LPTH the gift that keeps giving just crossed $10. Fortunate to have entered at $2.42 riding the narrative waves from defence to counter-UAS and now rare earths. Special shoutout @beach_trades who's been on it even longer than I. And credit @pennycheck and @Mike10947310 for $LPTH the gift that keeps giving just crossed $10. Fortunate to have entered at $2.42 riding the narrative waves from defence to counter-UAS and now rare earths. Special shoutout @beach_trades who's been on it even longer than I. And credit @pennycheck and @Mike10947310"
X Link 2025-10-14T17:01Z 15K followers, 17.6K engagements

"Here is a counter argument for a market top there is a future where the catalyst path for the market is very strong: Negativity is widespread [--]. CNN gauge recently reached extreme fear [--]. Some labor weakness worries [--]. Private credit seen as a black swan What are the issues [--]. China decoupling (but seems to be deescalating and I think we can get a deal) [--]. Gov shutdown ongoing (I think eventually the gov opens up) [--]. Financials contagion worries (idk but I just dont think we see a large scale melt down from Tricolor and First brands) [--]. Inflation resurgence Perhaps but one way or another Fed"
X Link 2025-10-20T15:03Z 15K followers, 43.1K engagements

"Many people I talk to myself included are feeling real pain in our portfolios these past two weeks. $IWM has diverged particularly harshly from Qs. In smaller caps which are less liquid selloffs are much harsher. And $IWM composition has a ton of momentum factor (look at top holdings like $OKLO $BE). My mindset is to sell those positions that you are at all uncertain about dont redeploy that and very very slowly begin adding to high conviction ideasmore to avoid the sensation of doing nothing rather than actually size up. If you have a +50% or +30% year you still are winning. So do what it"
X Link 2025-10-22T17:06Z 15K followers, 18.7K engagements

"China deal done (yes not really but there is some resolution). Real sanctions causing Putin paranoia (hastens the end of the war). [--] million people going off food stamps and seeing insurance sticker price hikes (likely hastens gov reopening and probably doesnt really dampen spend given our K-economy). It seems like the below path may be playing out into EOY. Here is a counter argument for a market top there is a future where the catalyst path for the market is very strong: Negativity is widespread [--]. CNN gauge recently reached extreme fear [--]. Some labor weakness worries [--]. Private credit"
X Link 2025-10-26T19:04Z 15K followers, 28.1K engagements

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