@RobertMarcin Avatar @RobertMarcin Robert J Marcin

Robert J Marcin posts on X about $crnt, company, in the, business 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 26.67% stocks 21.9% technology brands 8.57% social networks 4.76% countries 2.86% cryptocurrencies 2.86% events 0.95% travel destinations 0.95% automotive brands 0.95%

Social topic influence $crnt 18.1%, company 15.24%, in the 14.29%, business 13.33%, $krmd 10.48%, ai 9.52%, $smwb #1, stocks 7.62%, strong 7.62%, growth 5.71%

Top accounts mentioned or mentioned by @natali3levin @phonglam1988 @northmantrader @flyersnation @jimcramer @edzitron @dariocpx @kakashiii111 @ked @biancoresearch @saylor @billackman @flyersant @charlieoconn @nntaleb @davehcontrarian @andrewhiesinger @nfldovkleiman @jhallnbcs @kyrabelanger

Top assets mentioned Similarweb Ltd. (SMWB) Arteris, Inc. (AIP) Aris Water Solutions, Inc. (ARIS) Bel Fuse Inc (BELFB) Chart Industries, Inc. (GTLS) Nokia Corporation (NOK) Bitcoin (BTC) Pinterest, Inc. (PINS)

Top Social Posts

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

"Regarding $smwb I must admit that i have never lost money faster in a name than in $smwb. No idea when the free fall stops but I would assume that there's a bottom someplace. Apparently AI is gonna take out the entire software industry. I am holding my shares and not adding anymore until I see the company's fourth quarter results and plans for [----]. If I had smaller share position or bigger testicles I would add. https://twitter.com/i/web/status/2021980829241450771 https://twitter.com/i/web/status/2021980829241450771"
X Link 2026-02-12T16:12Z [----] followers, [---] engagements

"Former semi IP fav Arteris $aip did it again. Solid results with 20% revenue growth but also nearly 10% share count increase from stock based comp. So once again sales per share is HALF the revenue growth a 11%. I am willing to rebuy but not at 8.5x's sales w ordinary sales per share growth from dilution and who knows about AI related risk to IP. I mean it is software. https://twitter.com/i/web/status/2022062906574098530 https://twitter.com/i/web/status/2022062906574098530"
X Link 2026-02-12T21:38Z [----] followers, [---] engagements

"SubQ infusion system favorite $krmd $4.45 has corrected from $6.61 or 31% with no news. At this price it's back to 3x's ev/sales on my [----] estimates making he shares very cheap for 25%+ organic sales growth with 65% gross margins. Subcutaneous pump system TAM is exploding in the next [--] years as drug companies shift from IV to SubQ delivery. From $41mm in [----] sales I can imagine them hitting $100mm in 3-4 years and shares being a 3xer. Organic growth of 25%+ for medical devices makes this company a unicorn in its Sector and shares should be valued as such before his story is complete"
X Link 2026-02-13T15:08Z [----] followers, [---] engagements

"Added a new business the growth portfolio yesterday SaS data provider Similarweb $smwb $8.90. Headquartered in Israel the company has major operations in US and about 50% sales here with very Americanized senior management. The business provides data to customers from measuring billions of daily Internet interactions. The date comes from over [---] million websites and [--] million apps. The business is nicely profitable at scale and growing solidly with a very large TAM. With 80% gross margins and 30% free cash flow margins on 15%-20% sales growth the stock is STUPID CHEAP for these fundamentals"
X Link 2025-10-16T14:39Z [----] followers, [----] engagements

"Recently I added to two of my Israeli tech companies Ceragon $crnt at $2.64 and Similarweb $smwb $8.48. Both positions are decent size holdings at what I believe are compelling valuations. Take a look at TAT Tech $tatt $42.88 if you want to see how things go when these stocks work. Telecom equipment maker Ceragon $crnt has a significant new product cycle just beginning. And I believe edge AI services will require higher data throughput than cellular for both urban and rural use cases. Investment in 5G backhaul should grow meaningfully in the next [--] years combining for Ceragon a leading"
X Link 2025-10-30T15:50Z [----] followers, [----] engagements

"Data as a Service (DaaS)provider Similarweb $smwb $7.67 reported solid Q3 results yesterday. I bought more stock this morning on a nonsensical 10% dip. The company reaffirmed [----] outlook with an implicit 4th quarter revenue number of $78 million. This represents healthy sequential sales growth and 16% year/year Q4 growth. CEO on the call referenced "a strong pipeline and very big deals" when asked about Q4 revenue range. Remaining Performance Obligation an "aaS" version of backlog also surged a powerful 26%. Indicators for healthy and accelerating revenue growth are present for [----]. This"
X Link 2025-11-12T17:05Z [----] followers, [----] engagements

"Med device fav Koru Med $krmd $3.78 posted stunning results last nite in the form of 27% organic revenue growth. Core biz was 30%. Demand for sub Q drug delivery is accelerating and the company is taking gobs of global market share. The transition from IV to SubQ drug delivery is just getting started and its TAM is in the billions of dollars. Many drivers of incremental sales growth that have not yet hit the income statement. I believe the Street's 17% estimated sales growth for the next few years is extremely low and my model uses 25%. There's real scarcity value of 25% growth in the health"
X Link 2025-11-13T14:30Z [----] followers, [---] engagements

"For the last time company management. $elva is $8.20. $krmd is $5.80. $crnt is $2.05 and so significant catch upside. They get [--] more quarters to execute. If so it can be best stock in growth portfolio easily a 2-3x. It's time to deliver. Everyone whose raised rug rats understands the phrase "the terrible twos." But I have some 2s that might not be so bad. Currently I own three stocks in the $2 per share range $crnt at $2.47 $elva at $2.67 and $krmd at $2.54(unfortunately up 11% yesterday. Medical device Everyone whose raised rug rats understands the phrase "the terrible twos." But I have"
X Link 2026-01-02T14:44Z [----] followers, [----] engagements

"So the Ceragon $crnt $2.22 CEO presented at a Needham growth company conference this morning. His comments suggest strong double digit sales growth in the next few years from AI related data traffic increases innovative new products opening new TAMs and significant new customer opportunities from the uncertainty of Nokia(largest competitor) selling their microwave backhaul division. Discussions with the company reveal plans for meaningful margin increases as the revenue ramps so much higher earnings growth rates ahead as well. If intrigued check out the presentation reply. It's well worth 30"
X Link 2026-01-14T18:07Z [----] followers, [----] engagements

"Someone asked me about Similarweb my DAS data as a service company. Stock is $smwb $6.17 and in free fall. Reply is below. @phonglam1988 Yes. Clearly management seemed to talk Street down with a few estimate trims in December. Nothing new since then as co in quiet period. I am not trading since I need new information. Believe will be a modest growth rate trim but only a guess so waiting Stock dirt cheap at 1.5x's @phonglam1988 Yes. Clearly management seemed to talk Street down with a few estimate trims in December. Nothing new since then as co in quiet period. I am not trading since I need"
X Link 2026-01-14T18:54Z [----] followers, [---] engagements

"So I have really only bought [--] stocks in size the past few months $crnt and $intt. I have posted on Ceragon a few times and once on inTEST. This name deserves more attention as a very cheap stock on the cusp of a growth cycle. inTEST $intt $8.65 makes electronic test and measurement systems for the analog semi market and other electronics industries like battery and circuit board testing. Their automated testing systems are highly engineered with material IP. End markets include semi auto aerospace/defense medical and general industrial. Calendar year [----] numbers were poor and the stock has"
X Link 2026-01-18T17:53Z [----] followers, [----] engagements

"O heck. I couldn't pass up Similarweb $smwb $5.58 today so I decided to 2X my existing share position. This will bring my basis down to the low $7 range. At 1.30x's ev/sales on my [----] forecast it's crazy cheap for midteen sales growth with 80% gross margins. Just last Q4 [----] leading competitor Semrush sold to Adobe for 3.25x's sales SaS companies at 5-10x sales are fading but 1.3x's is not 10x's. Don't forget it. https://twitter.com/i/web/status/2016256064317227203 https://twitter.com/i/web/status/2016256064317227203"
X Link 2026-01-27T21:04Z [----] followers, [----] engagements

"Everyone is selling software stocks like crazy. And buying semiconductors. I just did the opposite The purchase of $smwb $5.35 came from funds raised by selling $mram $13.36. Everspin Technologies $mram was the last name I didnt disclose bc my position never got filled. My small holding doubled in [--] months and I flipped proceeds into $smwb this week. I hope to rebuy my $mram at lower valuations. I should sell my $smwb a higher valuations. Even if what I'm doing going against the grain. https://twitter.com/i/web/status/2016982567740985772 https://twitter.com/i/web/status/2016982567740985772"
X Link 2026-01-29T21:11Z [----] followers, [----] engagements

"5G backhaul telecom fav Ceragon $crnt $2.40 announces it's attendance at MWC Barcelona industry's biggest trade show with not so subtle dig at competitors. Large gobs of market share up for grabs as Nokia and Ericsson bail/shrink from the business. FUTURE READY. GLOBALLY TRUSTED. HERE TO STAY. MEET US @ MWC [----] MAR 2-5 BARCELONA BOOTH# 5G51For [--] years Ceragon has delivered high-performance wireless connectivity at global scale. As others pull back Ceragon is doubling down investing innovating and expanding the industrys broadest wireless portfolio. The industry is changing and were primed"
X Link 2026-02-02T23:22Z [----] followers, [----] engagements

"I just bought more $smwb $4.62. At 1.0x's ev/sales with 80% gross margins and 10-15% organic sales growth I just had to. This is a table pounding buy subject to [--] major qualification. And it's a big one. That's AI evolves into a customer and not a destroyer of the business model. We know AI companies are buying data from them now. CEO believe selling their data to LLMs is a $1 billion TAM. And targets $100 million in revenue in the next few years from them. If Similarweb turns AI into a major customer and not a major competitor the stock is a many x'er. If the latter all bets are off. You can"
X Link 2026-02-06T18:15Z [----] followers, [----] engagements

"Electronic test equipment fav inTEST Corporation $intt $10.53 is getting some attention from investors recently. $intt comps like $aehr $cohu and $asys have already ripped leading for large gains in share prices and valuation levels. I have always found Cohu to be an especially solid leading indicator for $intt. Cohu is a top customer of $intt semi equipment division. $Cohu current breakout chart bodes very well for $intt in my opinion. And a nearly 3x's ev/sales provides much room for $intt valuation rerating from 1.1x's ev/sales. So I have really only bought [--] stocks in size the past few"
X Link 2026-02-10T18:19Z [----] followers, [----] engagements

"@edzitron @DarioCpx @kakashiii111 Any thoughts on CNBC reports re OpenAI having secured $100 billion from Amazon Softbank NVDA etc"
X Link 2026-02-10T19:53Z [----] followers, [---] engagements

"@NorthmanTrader he has become a cartoon with his dishonesty and dis-ingenuity explanations and contradictions for supporting a bigger and bigger financial asset bubble"
X Link 2020-06-16T16:03Z [----] followers, [--] engagements

"@NorthmanTrader so the fed buys banking co bonds in order for the banks to turn around and repurchase shares. that's just fu#%@ked up. period"
X Link 2020-12-18T22:11Z [----] followers, [--] engagements

"@biancoresearch my guess is that [--] million short has been covered at least a couple of times and then again re established"
X Link 2021-01-29T21:47Z [----] followers, [--] engagements

"@saylor Mike I sold everything I owned for Bitcoin. And when I couldn't fund more averaging down I sold a kidney to buy more Bitcoin. Now I am taking large losses in Bitcoin and drinking a lot. Will lose my other kidney to alcohol if it doesnt recover. What do I do"
X Link 2022-06-20T14:12Z [----] followers, [--] engagements

"@BillAckman You wont remember but we were on Goldman hedgie panel in 2005ish. I don't remember my long idea but I remember yours Sears. You asserted that $S was easy to forecast a big win over decade esp compared to tech stocks. I replied that $Sears was bankrupt in [--] yrs. I was early"
X Link 2022-07-04T23:23Z [----] followers, [--] engagements

"As well as I have done with Select Water ($7.68 basis) Solutions$wttr $14.35 the stock performance pales in comparison to its main competitor $aris. Both are big plays in secular growth full cycle water management business in US oil production. This remains the best unit growth story in all of domestic oil/gas production industries. Today $aris stock trades for 9.75x's [----] est ebitda vs 5.70x's for $wttr. Now there are differences that support a premium but a 70% premium is ridiculous. Select Water $wttr should be 8x's at least or$20pershare. I expect an Aha quarter by June that reveal true"
X Link 2025-01-17T15:41Z [----] followers, [----] engagements

"I just noticed that Pinterest $pins$14.62 has been slaughtered in the past few years. Never paid it much attention bc stock was always Stupidly expensive with a capital S. As a valuation sensitive investor I can't imagine what growth and momentum investors were thinking when they paid forty times sales for the company in [----] That was over [--] times freaking revenues for a 2nd tier social networking site This is just another example of the stupidity In a market driven momentum and stories. And the logical question to ask is why didn't I short the hell out of this. And that's once momentum"
X Link 2026-02-13T15:44Z [----] followers, [---] engagements

"FYI with [----] in the books the 23.3% S&P500 return was strong but the median stock in the Index was up 10% and there were [---] names that posted negative price change. Also heard that the SOXX up around 20% was negative on an equal weighted basis which surprised the heck out of me. Last year was very much a stock picker's market. The spoils went to the mega cap and mega growthcompany share owners. To me [----] looks like it will be much more of a challenge than 2023/2024. And while trying to forecast the stock market is crazy precisely because investors are so irrational I intend to harvest"
X Link 2025-01-01T16:35Z [----] followers, [---] engagements

"@FlyersAnt Torts crushed Frosty's creativity and forced him into a dump and chasing grinder at which he sucked. Hopefully he thrives in Calgary"
X Link 2025-01-31T13:22Z [----] followers, [----] engagements

"If you are looking to play that Russell [----] addition trade check out my med tech company Koru Medical $krmd $4.30. The stock has had a nice run from my first mention at $2.50 and is now less cheaper than before. But. But it now has a market cap large enough to be added to Russell [----] Index. And that's a lot if Index buying coming in the next [--] months that's insensitive to valuation. In the past these additions in my nanocap names have had big runs in Q1 as traders game the addition well before the rebalancing. That trade starts in February and runs through end of April I have discovered"
X Link 2025-02-03T14:33Z [----] followers, [----] engagements

"So I had a chance to review the numbers and conference call from Ceragon $crnt $3.30. And here's what I think. The numbers were not horrendous which is what the stock's cratering is saying. The [----] sales outlook is less than 4% lower than Street consensus. The eps is a bit worse down around 20% as mix shift to India is crimping gross margins a bit. But the stock is down 40% from its high a few weeks ago. And that's driving a solid relative valuation buying opportunity. What was atrocious was the tone and context of the conference call which was an unmitigated disaster. The CEO used "low"
X Link 2025-02-19T21:10Z [----] followers, [----] engagements

"@charlieo_conn Coach Neanderthal is gone as I predicted. Good riddance. Appreciated his bluntness but not his vindictiveness with low budget moves like benching players for games in their hometowns as punishment. And his hypocrisy on selective accountability"
X Link 2025-03-27T13:43Z [----] followers, [----] engagements

"@FlyersNation Coach Neanderthal is gone as I predicted. Good riddance. Appreciated his bluntness but not his vindictiveness with low budget moves like benching players for games in their hometowns as punishment. And his hypocrisy on selective accountability"
X Link 2025-03-27T13:48Z [----] followers, [----] engagements

"So heavy duty high performance lithium ion battery company Electrovaya $elva $3.00 reported solid numbers for March quarter. Sales growth was around 40% and the company was profitable. More importantly on the call our CEO reaffirmed year numbers while reporting biggest quarter orders ever at +$25mm And they expect meaningful sequential sales growth for the rest of fy2025. Apparently batteries that don't catch on fire and last 3-4xs longer than normal ones have industrial customers very interested. I can see them posting $65mm/$90mm sales for 2025/2026 up from $44mm in [----]. Thats stunning"
X Link 2025-05-15T17:38Z [----] followers, [----] engagements

"Wireless telecom fav Ceragon $crnt $2.30 had very interesting development last week. BSNL a large Indian wireless operator and customer announced intentions to build out another [------] 4G cell towers. Their last [------] cell site project delivered a record $150 million contract for Ceragon a $400 company. These are elephant orders for a wireless backhaul vendor. It appears that Ceragon has another elephant in its future. At 45% ev/sales and 6x's [----] Street estimated earnings the stock is crazy undervalued. I have been a buyer of the stock in the low $2s."
X Link 2025-06-16T13:59Z [----] followers, [----] engagements

"So I when buy these nano cap arcane $100mm businesses I am looking for 2-4x returns over a 3-4 year period. Sometimes I get an outcome like $belfb in the past [--] years from $13 to $93. We have not really had a nano/small cap risk on period since [----] so we are due. I have high expectations for my small growth names like $aip $crnt $elva $wttr $krmd and $simo. We just need these management teams to deliver on their publicly stated financial goals to deliver those 2-4x returns over time. And to think $belfb was a "rare stock tweet" back in January of [----]. Here's a rare stock tweet $belfb. This"
X Link 2025-06-24T12:59Z [----] followers, [----] engagements

"$Electrovaya $elva $3.30 will have it's new high power stationary storage battery system ready for [----]. Considering they have 4x life cycle of most lithium ion batteries and don't really catch on fire that market should be a promising one for the company. Vistra Corp could have really used these at at Moss Landing storage facility where [---] megawatt of batteries went up in smoke leading to local evacuations and health issue claims from residents. You can pay for the batteries now with higher life/safety/quality. Or pay later with cheaper Chinese batteries that burn baby burn. Exactly Exactly"
X Link 2025-06-29T19:42Z [----] followers, [----] engagements

"Crocs $crox $105 is a new addition to my long portfolio. The stock is compellingly cheap at 6.5x's ebitda with mid single digit organic sale growth oodles of free cash flow a decent buyback and a brand that keeps chugging along here in the US. The under developed International business is a decent part of the portfolio and still has a decade of strong growth ahead if management executes well. The company's senior managers are excellent marketers always driving product innovations and collaborations. A nice pop in sales and profits will accrue to shareholders when he Hey Dude brand gets fixed"
X Link 2025-07-01T16:14Z [----] followers, [----] engagements

"from Dan on April 3.".Regardless of whether tariffs come down or not the S&P still trades at 23x trailing estimates which is higher than what seems more appropriate given the risks. Historically the trailing PE has been 19x when inflation has been between 2.5-3.0% as an example. Investors had been able to ignore high valuations with the Fed cutting in [----] with expectations of more rate cuts in [----]. However with increased policy uncertainty I believe valuations will continue to come down as investors appreciate the risks more. In a more dire recession type scenario a mid-teens multiple is"
X Link 2025-07-14T19:26Z [----] followers, [----] engagements

"Roth brokerage posted a update on my 5G telecom equipment fav Ceragon Networks last Friday. Competitor Ericsson noted a decent slowdown in their Indian cellular equipment sales. This is a meaningful market for Ceragon. This should impact $crnt as well. Roth lowered their numbers by 6% for 2H [----]. Assuming Roth cleared model with the company that's far from the disaster the stock is pricing imho. (Nothing ever trades at 6x's eps that's pricing in a 50% eps estimate decline.) Growth resumes next year from new product cycle taking hold. We never really owned this for [----] eps with the new"
X Link 2025-07-21T14:23Z [----] followers, [----] engagements

"Li-ion battery fav Electrovaya $elva $3.80 made [--] new announcements in the past week. A large Internet retailer placed another nice order for DC material handling equipment battery retrofits. This is a big deal as nearly all of [----] sales to customers were new forklifts going into new DCs. The forklift installed base of lead acid batteries that can be replaced by Li-ion is many times the annual OE forklift market. The company also announced a set of battery designs specifically for robotic end markets today along with [--] OEM partnerships. This market is modest today but hold significant"
X Link 2025-07-22T16:34Z [----] followers, [----] engagements

"Added an exciting new med device company to the long book recently Tela Bio $tela $1.95. The company makes a very unique hybrid soft tissue mesh for hernia repair breast reconstruction etc. Their patented unique solutions uses biological tissue reinforced with fine polymer fiber avoiding major issues with all polymer fabric products and pure biological solutions. The stock is compelling valued at 80% ev/sales despite 20%+ sales growth and 70% gross margins. A fair valuation would be 3-4x's in my humble opinion. The discount exists because management has grossly overspent trying to drive"
X Link 2025-07-28T20:20Z [----] followers, [----] engagements

"While I adore the $aip news with $amd and its a very big deal decided to trim some holdings with a 3x over my original basis. @RobertMarcin Mar [--] [----] I am standing on my head and spitting nickels to draw attention to the opportunity with $AIP. At $5.20 the stock is crazy cheap for strong sales growth and compellingly profitable long term biz model. Stock comes with excellent management large net cash positionandworldclass"
X Link 2025-08-05T13:17Z [----] followers, [----] engagements

"My 5G telecom equipment company Ceragon $crnt $2.00 reported poor numbers in Q2. A top [--] customer in India decided to pause all equipment deliveries in Q2/Q3 while reforming their buildout plan. Ericsson mentioned this in call [--] weeks ago and I posted that risk here then. Despite this shortfall the company remained profitable and cash flow positive. And on the call shared a few significant customer wins their new product portfolio. This includes a major US Tier [--] network operator meaning T or VZ. That is meaningful for [----] opportunities. One thing I do not do is defend a money losing trade"
X Link 2025-08-06T16:18Z [----] followers, [----] engagements

"Swapped the $gtls capital for [--] new down and cheap names with solid fundamental outlooks for [----]. Still buying so stay tuned for updates next week. My cryogenic/process tech fav position Chart Industries $gtls $198 went long term as of yesterday. As I am not interested in risk arb decided to liquidate position at a nice profit and add to cash reserves. I remain disappointed in the deal valuation but that's life. Expecting My cryogenic/process tech fav position Chart Industries $gtls $198 went long term as of yesterday. As I am not interested in risk arb decided to liquidate position at a"
X Link 2025-08-22T18:25Z [----] followers, [----] engagements

"Posted this about new in progress buys a few weeks ago. One of the [--] names I added was M-Tron Industries $mpti $48.63. My basis is in the low $40s. The company is a leading maker of highly engineered rf components like oscillators/filters/resonators for aerospace/defense/space electronic systems. A good chunk goes into radars missiles and smart munitions. The company is small at $50mm in [----] sales but with big growth ambitions. With a surging backlog and full plate of M&A candidates the company hopes to double sales to $100mm in next [--] to [--] years. The stock is not cheap at 19x's my 2025"
X Link 2025-09-10T21:00Z [----] followers, [----] engagements

"I purchased a small position in energy service company TETRA Technologies $tti at $5.00. The company has some decent businesses both energy and industrial all based on its proprietary chemistry/water treatment IP. But with new emerging growth markets/products this is not your daddy's OFS business. The company has $625 million in [----] and has been that size for years. But the new growth opportunities could 2x the company's business in 4-5 years. The first is treating the massive toxic produced water byproduct from Permian oil production. TETRA has the first small operational commercial plant"
X Link 2025-09-17T20:18Z [----] followers, [----] engagements

"I finished up selling my last Arteris $aip $14.05 on the spike today. No real news for the company but AMD/ Open AI deal pin action. The stock has been a solid one with my cost basis in the low $4s. This despite many quarters of revenue growth shortfalls and not insignificant dilution from stock comp. I still love the company's semi NOC IP esp in an edge AI rich tech market. But management execution has been poor especially with respect to controlling expenses and pricing their products. CEO always said he wanted his clients to have a 10X return on the purchase of their IP. That leaves way"
X Link 2025-10-06T14:27Z [----] followers, [----] engagements

"@nntaleb a covid-19 patient in my neighborhood gotten bitten by a deer tick last week. now he has corona with lyme"
X Link 2020-03-11T21:30Z [----] followers, [---] engagements

"covid-19 patient in my neighborhood bitten by deer tick last week. now he has corona with lyme"
X Link 2020-03-11T21:34Z [----] followers, [---] engagements

"I am calling peak recovery expectations in here for virus and economy and corp profit recovery. I believe complacency levels remain elevated re risk. Lets see what happens"
X Link 2020-06-04T18:48Z [----] followers, [--] engagements

"Apple car should be named Core and color should be candy apple red"
X Link 2020-12-22T17:05Z [----] followers, [--] engagements

"@DaveHcontrarian what happened to your stock melt up so far you got that wrong. well half wrong. the melt part of the melt down you got correct"
X Link 2022-02-11T21:18Z [----] followers, [--] engagements

"@AndrewHiesinger Apple has been TSMCs biggest customer for years. Nothing new there"
X Link 2022-11-16T02:03Z [----] followers, [--] engagements

"@NFL_DovKleiman Dirtbag move deserves more punishment. There should be no cost civil lawsuit for remuneration in cases like these"
X Link 2023-03-03T14:26Z [----] followers, [----] engagements

"@JHallNBCS But many who knew Chuck's prior career history warned us about malpractice at work. Unfortunately they were correct"
X Link 2023-03-10T20:54Z [----] followers, [----] engagements

"@Kyra_Belanger I bet your taco is spicy"
X Link 2023-04-04T21:44Z [----] followers, [----] engagements

"@bbleximae Rocket science"
X Link 2023-04-29T22:50Z [----] followers, [----] engagements

"@Trader_Bran @jimcramer Yours is an unsubstantiated assertion. Back it up with numbers and it's a valuable call"
X Link 2023-05-16T16:31Z [----] followers, [----] engagements

"Marvell Tech disclosed that custom AI ASIC semi design cycle has shrunk from 3-4 years to 18-24 months. This helps demand for Arteris $AIP $6.65 demand for pre existing SoC NoC IP. Faster time to market is a main selling point for AIP design wins. From their conf call. "And the next generation of accelerators are expected to have even more compute capability and higher bandwidth requirements. Given the speed at which AI infrastructure is advancing the technology refresh rate is happening at [--] months to [--] months versus [--] plus years in standard infrastructure.""
X Link 2023-05-26T15:49Z [----] followers, [----] engagements

"@WifeyAlpha as if you know lol"
X Link 2023-06-23T20:40Z [----] followers, [----] engagements

"@ConnorThurman12 On 1/04/02 the closing price was $119.97 which is $120 to me. Look it up with a better chart than that piece of crap"
X Link 2023-07-20T13:51Z [----] followers, [---] engagements

"@ElonMuskAOC yes but only if it has FSD"
X Link 2023-07-20T20:36Z [----] followers, [----] engagements

"@YourTereza i love your top. the shirt's not bad either"
X Link 2023-12-09T02:11Z [----] followers, [----] engagements

"@gunsnrosesgirl3 Tesla shareholders"
X Link 2023-12-28T23:48Z [----] followers, [----] engagements

"@Eagles Team has a whiskey dick defense. No penetration"
X Link 2024-01-01T21:45Z [----] followers, [----] engagements

"@FlyersNation What caused the change of heart Was it a shitshow end if season led by an old school grinder lovingpolarizing coach"
X Link 2024-01-09T01:42Z [----] followers, 30.4K engagements

"@ADiMarco25 What could have happened to change his mind from delighted at the draft to not talking [--] months later Who or what got into his ear"
X Link 2024-01-09T04:14Z [----] followers, 18.7K engagements

"@DrEvilGritty Give TK the C. No joke"
X Link 2024-01-12T21:22Z [----] followers, [----] engagements

"Total poop the bed numbers from $csco. Sales down 6% for this quarter and down even more next quarter year on year. Current $50 billion revenue run rate is the same as [--] years ago Yet some way some how the CEO convinces Street talking heads that the [--] quarter of 7% sales growth every other year restarts the growth stock story. That leads to high fives and kudos for all around the CNBC TV set HAHAHAHA. Kinda like Charlie Brown kicking a field goal with Lucy holding the ball. Don't be a Charlie Brown investor and get duped by a teed up $CSCO growth story football. It always gets taken away"
X Link 2024-02-15T00:25Z [----] followers, [----] engagements

"@RearAdBsBlog since Phil Esposito did only that many decades ago"
X Link 2024-03-26T08:53Z [----] followers, [----] engagements

"@natali3levin How about the X-5"
X Link 2024-03-28T02:23Z [----] followers, [----] engagements

"@natali3levin Heck I would take $100k ;)"
X Link 2024-03-28T18:24Z [----] followers, [----] engagements

"@natali3levin "It back""
X Link 2024-04-06T17:40Z [----] followers, [----] engagements

"@natali3levin the top is a [--] the bikini is nice too"
X Link 2024-04-23T01:09Z [----] followers, [----] engagements

"@JohnStolnis They need to upgrade from Walker more than anyone"
X Link 2024-06-22T01:04Z [----] followers, [----] engagements

"@mccrystal_alex The doctors lol"
X Link 2024-07-01T19:27Z [----] followers, [---] engagements

"@jimcramer Dude kudos on your fitness level. Must be all those veggies You seem to be in best shape ever. The healthy diet and gym shows"
X Link 2024-08-04T17:22Z [----] followers, [----] engagements

"@AmaliaSobolov It's a requirement"
X Link 2024-11-13T17:28Z [----] followers, [----] engagements

"A couple of investors have asked me if long fav Select Water $wttr $14.30 is getting ahead of itself. Normally after such a nice run I might agree. But they have a very clear competitor in Aris Water Solutions $aris $26.78 that trades for a freakin 60% ebitda multiple premium to $wttr The math is 8.6x's [----] Est ev/ebitda for $aris vs 5.4x's for $wttr So no I am not. There are some differences to business mix that warrant a higher multiple for $aris but not a 60% premium. And wait til their Aha quarternext summer then their Infrastructure Division explodes."
X Link 2024-11-21T17:15Z [----] followers, [----] engagements

"@Alinaaxlovaa I date kinda cute so why not"
X Link 2025-01-04T04:45Z [----] followers, [--] engagements

"@EconguyRosie @DLineCap Great case for lower inflation It's bullish for stock prices"
X Link 2025-01-21T20:30Z [----] followers, [---] engagements

"@AlinaKrylovaaa Perhaps"
X Link 2025-01-28T21:38Z [----] followers, [---] engagements

"@KennethLFisher @fisherinvest Ken does the correction lead you to change the [----] annual forecast of 15-20% positive stock market returns. If you were making the [----] call today from here what would you call the year as The down 10-20% option of the [--] looks higher probability for sure"
X Link 2025-03-13T18:30Z [----] followers, [---] engagements

"Following in my footsteps the very excellent Raymond James oil service analyst Jim Rollyson published a report today on Select Water Solutions $wttr $10.65 that highlighted it's huge valuation discount vs Aris Water Solutions $aris $32.35. By his analysis $wttr positions nicely vs $aris in business capabilities/assets in water infrastructure yet trades at a fraction of the ev/ebitda multiple. His [--] month price target for the stock reinforced by these compelling valuations combined with surging 30-40% sales/profit growth in the infra division is $19 per share. I concur. If you have access to"
X Link 2025-03-24T19:30Z [----] followers, [----] engagements

"@dougboneparth 1) Start war. 2) End war"
X Link 2025-06-24T21:17Z [----] followers, [---] engagements

"I remain very bullish on telecom equipment maker Cergaon $crnt $2.56 and continue to add to my position. The shares have been a rally laggard with considerable "catchupside." I believe business is picking up after a winter lull. Large Indian operators seem to placing orders and new product introductions are generating interest from name brand global Tier [--] operators. Private network quoting seems solid. The US BEAD rural broadband subsidy program has shifted from exclusive fiber to cover wireless and satellite installations. Finally the 5G equipment market cycle seems to be turning."
X Link 2025-07-09T17:34Z [----] followers, [----] engagements

"@TheRubberDuck79 what should have happened knucklehead when he threw the hammer down hard it should have floated on air or risen"
X Link 2025-07-10T00:53Z [----] followers, [----] engagements

"Or this post Dan on May 4th."As a result I do not think there is much upside left to this rally for the S&P which is now slightly above the closing levels on April 2nd which was the day before Liberation Day. " Clearly you are not bullish on May4 [----]. So once again please highlight the post that verified a change of stance from bearish to outright bullish. Otherwise I'd say you are more bullshittish than bullish"
X Link 2025-07-14T19:46Z [----] followers, [----] engagements

"Big earnings week for my small/mid cap companies. $wttr $crnt and $krmd all due. I have high expectations for [--] of the [--]. SubQ pump maker $krmd should have solid results. They are not big on the IR circuit yet have scheduled a presentation at Canaccord Genuity growth conference next week. I suspect they are happy with the numbers/growth outlook in order to present so close to the earnings call. Not many growth companies present right after they pooch. $Krmd is a very cheap stock in growth stock land for 20-25% organic sales growth. Subcutaneous drug delivery is a true growth riffle in the"
X Link 2025-08-04T19:28Z [----] followers, [----] engagements

"Med tech fav Koru Medical $krmd $3.87 posted strong results with 20% organic sales growth representing another beat and raise quarter. Subcutaneous drug delivery systems continue to grow well above drug unit consumption levels and $krmd continues to take market share. At home/clinics continue to take infusions away from more expensive and annoying hospital IV treatment processes. Lower cost comfort and convenience do matter to patients as long as efficacy is not compromised. International growth is quite compelling in the 30-40% range albeit from a modest base. And market share here is"
X Link 2025-08-08T13:11Z [----] followers, [----] engagements

"Well [--] out of [--] were good with $crnt being big miss. However $wttr lowered Q3 while guiding Q4 in line mostly. The market did not appreciate. I didn't either bc these guys have not delivered a full year sans estimate cuts in [----] or [----]. Because execution success would be a large stock payday I am giving it another year. They are creating private market value with large produced water infrastructure contracts. When the OFS biz recovers and they hit on all cylinders they earnings power will be significantly higher than today. Big earnings week for my small/mid cap companies. $wttr $crnt and"
X Link 2025-08-10T21:00Z [----] followers, [----] engagements

"Med tech spec Tela Bio $tela $1.60 delivered solid results. Organic sales growth came in a 26% with excellent 70% gross margins. Cash burn slowed considerably. A lot to like here. The stock reaction is just nuts. And the company is now priced at .72x's current ev to [----] sales estimates. That's way too cheap for a business with those growth/profitability metrics. The company introduced their new President Jeffrey Blizard. The guy is extremely impressive with stellar credentials. He should bring a focus on driving profitable sales accountability that did not exist before. I intend to add to my"
X Link 2025-08-12T17:21Z [----] followers, [----] engagements

"Well [--] of my famous terribles have done fine $elva a $6.00 and $krmd at $4.26 since this [--] month old Tweet. But Ceragon crnt $2.00 truly has been terrible fitting it's long term profile with limited cyclical sales growth and no shareholder value creation. For [--] decades. I really thought this time was different and the business with a new killer SoC driven product cycle would bully customers into must-buy sales and profit growth. I also liked the new management team. I have been wrong. Am still holding my long position. They get [--] more quarters to get their doo doo together. The business is"
X Link 2025-08-28T19:45Z [----] followers, [----] engagements

"I know it's not in the sexy parts of the market these days but medical device fav Koru Medical $krmd $4.02 is starting to look very reasonably priced for my expected 2026/2027 numbers. A 25%ish organic sales grower is worth well north of 2.85x's ev/sales that $krmd trades for. My numbers are nicely above Street estimates. I have sales at $41mm/$51mm/$63mm for 2025-2027. That's accelerating sales growth for each of the next [--] years as exciting new drugs/markets hit the company's SAM. The $180 million EV is less than 3x's my out year revenue estimate. It's easy to ignore medtech space because"
X Link 2025-09-22T19:45Z [----] followers, [---] engagements

"Semi cap equipment company InTest $intt $7.77 is back in the long book after [--] year hiatus. Sold most in the $20's as last cycle peaked as documented in this July [----] Tweet. I believe the analog/mixed signal power/auto/industrial markets have bottomed and will recover in 2026-2027. If so InTest will have a powerful earnings recovery. A decent recovery here along with secular growth in new markets should return the company to $1.00-$1.25 earning power in [--] years imho. If management executes well the stock could return to $15-$20 especially if they get more exposure into hot markets like"
X Link 2025-10-01T23:21Z [----] followers, [----] engagements

"For what it's worth I bought more Tela Bio $tela at $1.20 today. Seems like the stock is in the throes of major tax loss selling weakness or something else. As the company is in it's quiet period there has been no news for quite some time. Their last conference presentation they reiterated sales and cash positive targets. I remain skeptical but that's great if correct. At this market cap of $57 million the shares are very cheap compared to $86 million is [----] and $100mm est [----] sales. The current stock action suggest management is full of poop and the business is lagging outlooks or a new"
X Link 2025-10-31T20:16Z [----] followers, [----] engagements

"5G Telecom fav Ceragon $crnt $2.28 reports Q3 tomorrow BMO. My research and gut tell me there's a beat and raise coming after the dreadful Q2 report. At this valuation the stock is absolutely so cheap it's hard to imagine a big loss unless the telecom CapEx market collapses for some reason. It should be an all-in position. But because of the company's poor track record at growth and creating shareholder value and non-US listing I have a normal holding for small. speculative foreign based companies. Will see how the numbers play out for Q3 and Q4 [----]. If the economy grows thru [----] and the"
X Link 2025-11-10T22:50Z [----] followers, [----] engagements

"Ceragon $crnt $2.36 beat adj eps and revenues. Most importantly visibility has has dramatically improved. RFP funnel is very strong for new product launch. AI is driving more demand for higher bandwidth/lower latency driving cyclical 5G capex spending. The bottom is in. Assuming cyclical 5G growth combined with powerful new product/application suite the company is teed up for multiyear cycle of healthy growth. 5G Telecom fav Ceragon $crnt $2.28 reports Q3 tomorrow BMO. My research and gut tell me there's a beat and raise coming after the dreadful Q2 report. At this valuation the stock is"
X Link 2025-11-11T14:08Z [----] followers, [----] engagements

"My soft tissue repair matrix product speculation Tela Bio $tela $1.00 posted poor results last night in line with the recent stock price plunge over the last quarter. Clearly management body language foretold a bad quarter. Revenues missed by 5% with a larger down revision for Q4. Also the company raised $26 million equity and debt capital as the timeline to cash flow breakeven was extended. This despite CEO reiterating outlook on much better numbers and free cash flow timeline late in Q3 So the CEO/CFO here are either completely dishonest or totally incompetent. Either is not a good look."
X Link 2025-11-14T16:52Z [----] followers, 10.8K engagements

"If you appreciate my trade sharing efforts and have profited from them please do me a BIG favor and retweet today's pinned Tweet on $tela. Thanks in advance. Participation will be noticed"
X Link 2025-11-15T00:25Z [----] followers, [---] engagements

"SubQ drug delivery system favorite Koru Medical $krmd $5.57 presented at Piper Sandler Health Care Conference yesterday. The presentation was extremely bullish. The company detailed multiple opportunities for significant organic sales growth including a couple of totally new ones. The stock has performed well and is hardly cheap at 4.8x's [----] ev/sales. But a cash flow positive business with 25-30% sales growth and 65% gross margin deserves to be expensive. Because of the excellent CEO's comments I am lifting my above street sales estimates to 25%+ growth for the next [--] years. New"
X Link 2025-12-03T15:05Z [----] followers, [----] engagements

"FWIW I added even more Ceragon Networks $crnt $2.10 per share. While this has been a poor performing stock and business for me I believe the payday can still happen in 2026/2027. Long book is all in. There are a few key drivers of micro/millimeter wave 5g telecom systems for the next few years. These include network densification from AI Edge needs rural broadband subsidy programs fixed wireless internet access offerings to compete with wired monopolies public safety smart city/state networks and large new private network interests esp for large companies. While these factors drive the 5g"
X Link 2025-12-10T19:57Z [----] followers, [---] engagements

"I went "pound the table all in" on Ceragon $crnt $2.05 on today's show. So many things seem to be coming together (finally) to drive a healthy growth spurt in microwave/millimeter wave backhaul industry. Stock is stupid cheap and will couple/few x if I am right. LIVE NOW Wall Street Beats Roundtable https://t.co/0GoQslkpUU LIVE NOW Wall Street Beats Roundtable https://t.co/0GoQslkpUU"
X Link 2025-12-19T21:03Z [----] followers, [----] engagements

"Still have a large long position here but decided to trim a small amount of $tatt as it hits $50. The company has delivered all I expected in an [--] month time frame both fundamentally and share price performance. I expect [----] to be another outstanding year for the business with strong sales and profit growth. Finally the excellent management team is hunting a meaningfully accretive acquisition to supplement organic growth. TAT Technologies $tatt $17 is my new new thing. If you like 38% organic sales growth and bigger eps growth for 17x's the current earnings run rate. For a high growth"
X Link 2026-01-05T18:39Z [----] followers, [----] engagements

"@JeffSi5000. How is the Frost vs Coots competition going Neither setting world on fire. @JeffSi5000 @Flyers_Clips Ok with those stats I will concede season to date his numbers are better. And he is still better defensively. I hadnt seen the per [--] data. We will see where the season ends. Frost is late starter Coots seems to be a late fader with his age/mileage. @JeffSi5000 @Flyers_Clips Ok with those stats I will concede season to date his numbers are better. And he is still better defensively. I hadnt seen the per [--] data. We will see where the season ends. Frost is late starter Coots seems"
X Link 2026-02-02T18:29Z [----] followers, [---] engagements

"Robert J Marcin @RobertMarcin Dec [--] [----] Replying to @FlyersJohnny It appears that normal wear and tear risk to hockey players is increasing from speed/size of players. Many players seem to suffer cumulative injuries/wear that impact performance after 7-10 years. Look around it's everywhere. Why I am concerned with the Coots contract duration. https://twitter.com/i/web/status/2018420382034985169 https://twitter.com/i/web/status/2018420382034985169"
X Link 2026-02-02T20:24Z [----] followers, [--] engagements

"Software shares crushed again today in a panic selloff. I like to say I don't own a software company but rather a data as a service business. I own in fact a business that can sell data worth hundreds of millions of dollars annually to global AI/LLM companies. Gonna be an interesting year for my $SMWB company/business and stock performance If they turn into an AI beneficiary watch out above. But if AI somehow devalues the data and sales value thereof then things might not work out. This is why I take contrary investment positions. Big upside if correct and downside risk if not. On days like"
X Link 2026-02-03T22:46Z [----] followers, [---] engagements

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