@jpmontero88 Avatar @jpmontero88 Juan Pablo Montero

Juan Pablo Montero posts on X about $al2sipa, ai, business, $rwv 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 37.62% stocks 12.87% countries 9.9% cryptocurrencies 3.96% technology brands 2.97% travel destinations 1.98% automotive brands 0.99% luxury brands 0.99% fashion brands 0.99% musicians 0.99%

Social topic influence $al2sipa 36.63%, ai 20.79%, business 20.79%, $rwv #1, strong 16.83%, $rowkf #1, company 12.87%, $ttzv #1, market 8.91%, insider #1091

Top accounts mentioned or mentioned by @investormexican @wolfofoakville @renoworks @renoworkspro @hypertechinvest @smallcapdisc @shabtaiyossis @mvcinvesting @iancassel @regadenoson @investaybar @skeptical1704 @toffcap @valentumam @rdguezma @paulandreola @thelonginvest @microcapclub @onecentinvest @kyleadamsstocks

Top assets mentioned Morpheus Infrastructure Node (MIND) Iqvia Holdings Inc (IQV) Iris Energy Limited (IREN) PayPal Holdings Inc (PYPL)

Top Social Posts

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

"$RW.V $ROWKF such a misunderstood company IMO. One key customer is transitioning from Design Services to a SaaS model which is temporarily distorting the Revenue figures and masking the underlying growth. By Q4 once the transition is fully implemented we should see a meaningful impact on ARR. Also worth noting: to meet the [----] guidance (which management reiterated in the Q3 release) Q4 Revenue would need to come in +34% higher YoY. Challenging but definitely within reach. $RW.V $ROWKF another excellent analysis I only partially disagree with the outlook on operating leverage. The company has"
X Link 2025-12-03T09:54Z [----] followers, [----] engagements

"$AL2SI.PA #AL2SI #2CRSI after the ATH:"
X Link 2025-10-02T08:02Z [----] followers, [----] engagements

"$RW.V $ROWKF doubled down today at C$046. It now represents 10% of my portfolio Multi-baggers can be volatile. $RW.V https://t.co/zotx5PJE2S Multi-baggers can be volatile. $RW.V https://t.co/zotx5PJE2S"
X Link 2025-10-23T16:21Z [----] followers, [----] engagements

"$RW.V $ROWKF 🤯 Some more nice wins for one of our favourites. - Renoworks Expands Enterprise Adoption with Eight New Visualizer Launches $RW.V $ROWKF https://t.co/jFytXbgcCC Some more nice wins for one of our favourites. - Renoworks Expands Enterprise Adoption with Eight New Visualizer Launches $RW.V $ROWKF https://t.co/jFytXbgcCC"
X Link 2025-10-30T13:23Z [----] followers, [----] engagements

"🚨 Disclosure: $AL2SI.PA #AL2SI #2CRSI ✂ I decided to fully exit my position at [---] after deeply reviewing yesterdays earnings disappointing margins and evolution of the services segment plus (IMO) poor communication from management ✅ I might be wrong it wouldnt be the first time I sell at a discount but I prefer to reinvest the proceeds into companies where I see stronger year-end potential and several upcoming catalysts. 📉 Im accepting todays loss but taking overall profits in the company. The stock remains on my watchlist to see how margins evolve from here. But tbh the 36M EBITDA target"
X Link 2025-10-31T09:01Z [----] followers, [----] engagements

"$RW.V $ROWKF another excellent analysis I only partially disagree with the outlook on operating leverage. The company has been investing heavily in OPEX to build out RW PRO and strengthen its AI capabilities but management has indicated that the foundational infrastructure is largely in place to support future growth. IMO this creates a setup where revenue can begin to significantly outpace OPEX in the coming year. Not dirt cheap but not expensive either $RW.V (paywall removed) https://t.co/sgsmsI6bTP $RW.V (paywall removed) https://t.co/sgsmsI6bTP"
X Link 2025-11-17T09:58Z [----] followers, [----] engagements

"Lets talk about $TTZ.V $TTLTF The investment opportunity here can be best understood through the lens of the companys current inflection point which management itself highlights clearly: a business that is now consistently profitable cash-generative and positioned to scale. Mkt Cap -- C$67M EV -C$37M FY25 Rev - C$22M FY25 FCF C$615k ➡ EV/FCF - 6x 🧵👇🏻 $TTZ.V $TTLTF 👀 https://t.co/IK3NAk2McC $TTZ.V $TTLTF 👀 https://t.co/IK3NAk2McC"
X Link 2025-12-19T11:39Z [----] followers, [----] engagements

"$TTZ.V looking sharp with a nice breakout on 3x average volume and a new 52-week high 📈 TA We successfully retested the 50-day SMA just as expected. Now the stock is pushing toward our Wave [--] target of C$0.415. Personally Id love to see a quick retest of this breakout level in a sub-wave [--] before the next leg up. 💰 Fundamentals IMO all we need is one solid PR or strong Q2 numbers to really send this baby flying 🚨 Not Financial Advice [--] Total Telcom $TTZ.V Price: C$0265 Mkt Cap: C$70M EV: C$4M Revenue: C$22M FCF: C$615k Insider Ownership: 29% 🏢 Business Overview Total Telcom operates in"
X Link 2026-02-03T21:03Z [----] followers, [---] engagements

"$RW.V 👀 Had a great discussion with a former Constellation Software ( $CSU.TO $CNSWF ) portfolio manager who now runs a VMS consolidator. His take on how AI will really impact vertical market software is not what most people expect: Had a great discussion with a former Constellation Software ( $CSU.TO $CNSWF ) portfolio manager who now runs a VMS consolidator. His take on how AI will really impact vertical market software is not what most people expect:"
X Link 2026-02-03T22:09Z [----] followers, [---] engagements

"I sold $WPR.V for now due to rising dilution risk. With management pushing M&A and cash still tight because of receivables it feels likely theyll raise equity. Combined with weak technicals Id rather wait for a better entry post-financing or via a placement. [--] CanPR $WPR.V Price: C$03 Mkt Cap: C$121M EV: C$120M Revenue: C$749M Net Income: C$129k (but last [--] Qs C$665k) Insider Ownership: 57% 🏢 Business Overview CanPR Tech is an early-stage immigration technology platform focused on simplifying skilled migration workflows https://t.co/kdokwYjuju [--] CanPR $WPR.V Price: C$03 Mkt Cap: C$121M EV:"
X Link 2026-02-04T17:20Z [----] followers, [---] engagements

"$TTZ.V 🙂 One of our old "Cheapies with a Chance stocks bustin' a move. $TTZ.V https://t.co/GGKhHJDGLM One of our old "Cheapies with a Chance stocks bustin' a move. $TTZ.V https://t.co/GGKhHJDGLM"
X Link 2026-02-04T20:25Z [----] followers, [---] engagements

"Last week I completely exited my $PDO.V and $ADUR positions to build positions in $CTEK.V and $BEW.V ✅ Best risk/reward IMO 🔮 My Top [--] Picks for H126 (in no particular order). As mentioned in previous posts these are mostly fast-growing profitable (or almost) micro caps with a few exceptions that Ive included due to near-term catalysts that could materially change their financials. From a 🔮 My Top [--] Picks for H126 (in no particular order). As mentioned in previous posts these are mostly fast-growing profitable (or almost) micro caps with a few exceptions that Ive included due to near-term"
X Link 2026-02-09T14:45Z [----] followers, [----] engagements

"$IFA.TO BEST PICK: $IFA.TO iFabric is a BEST PICK since C$0.55 Last close: C$2.04 (+271%) iFabric posted that their recently launched scrub line is a bestseller at Walmart US. I expect the scrub line to expand within Walmart. BEST PICK: $IFA.TO iFabric is a BEST PICK since C$0.55 Last close: C$2.04 (+271%) iFabric posted that their recently launched scrub line is a bestseller at Walmart US. I expect the scrub line to expand within Walmart"
X Link 2026-02-09T14:47Z [----] followers, [---] engagements

"$BEW.V $BEW.V $BEWFF BeWhere Unveils BeBatt: 5th-Generation IoT Asset Tracker Delivering 10+ Years Battery Life at Unprecedented Price Points https://t.co/nUPBuXOYgW $BEW.V $BEWFF BeWhere Unveils BeBatt: 5th-Generation IoT Asset Tracker Delivering 10+ Years Battery Life at Unprecedented Price Points https://t.co/nUPBuXOYgW"
X Link 2026-02-10T11:12Z [----] followers, [---] engagements

"$BEW.V 🔥 One of our longtime favourites breaking out today on news $BEW.V $BEWFF https://t.co/aww7YYSnP9 One of our longtime favourites breaking out today on news $BEW.V $BEWFF https://t.co/aww7YYSnP9"
X Link 2026-02-12T15:20Z [----] followers, [---] engagements

"$IQ.V one to watch IMO a clean breakout above the current resistance at C$.53 could see it follow the moves weve seen last weeks in $TTZ.V and $BEW.V An intro to AirIQ as I am bullish on data collection stocks like $IQ.V $BEW.V $ACFN as data collection increases the value of AI. https://t.co/HVFR55FBTt An intro to AirIQ as I am bullish on data collection stocks like $IQ.V $BEW.V $ACFN as data collection increases the value of AI. https://t.co/HVFR55FBTt"
X Link 2026-02-13T19:20Z [----] followers, [---] engagements

"📈 Big milestone ✅ In [----] Maris-Tech signed a $7.5M deal with Australias Art of Logic. That single contract helped grow their order backlog to over $10M in [----] (from just $1.9M in early 2023). ✅ In 2024-2025 Maris-Tech launched a US subsidiary (Maris North America) secured new regional distributors (India Poland) and expanded its product line (Emerald Diamond Uranus-Drones). Theyre targeting the $265B US homeland security market aggressively. 🧵 3/8 https://twitter.com/i/web/status/1933798284700668128 https://twitter.com/i/web/status/1933798284700668128"
X Link 2025-06-14T08:06Z [----] followers, [---] engagements

"$MTEK Lately all I do about Maris-Tech is repost @ShabtaiYossis content. Must-follow great insights and sharp analysis. 🚀 $MTEK Leadership that counts 🔹 Joseph Weiss Chairman of MarisTech is the former CEO of Israel Aerospace Industries (IAI) during [--------]. 🧠 With his deep defense-tech background & global strategic network $MTEK is poised for accelerated growth. 📡 AIvideo Drones 🚀 $MTEK Leadership that counts 🔹 Joseph Weiss Chairman of MarisTech is the former CEO of Israel Aerospace Industries (IAI) during [--------]. 🧠 With his deep defense-tech background & global strategic network"
X Link 2025-06-20T08:40Z [----] followers, [---] engagements

"$AL2SI.PA #Al2SI Just to be clear only counting: 📌 This last 47M contract (to be fully delivered by year-end) 📌 The June [--] US AI servers contract ($100M to be delivered in Jul/Aug) Were already at 91% of H125/26 revenue guidance (146M [--] H124/25 revenue of 209M) And thats without factoring in other contracts that will also contribute this semester: ✒ 24Jan'24 - 1.5M+ in [--] months ✒30Jan'24 - $210M in [--] months + potential $400M (over the next [--] years) ✒ 21Feb'24 - $12M+ in [--] years ✒20Mar'24 - 500+ ruggedised servers ✒09Sep'24 - Airbus Undisclosed but significant value ✒03Mar'25 - 74M in 12"
X Link 2025-08-14T11:13Z [----] followers, [----] engagements

"$AL2SI.PA #AL2SI 💵 Just added+9% shares to my position. It now represents 15% of my combined portfolios. Not financial advice $AL2SI.PA #Al2SI Just to be clear only counting: 📌 This last 47M contract (to be fully delivered by year-end) 📌 The June [--] US AI servers contract ($100M to be delivered in Jul/Aug) Were already at 91% of H125/26 revenue guidance (146M [--] H124/25 revenue of 209M) $AL2SI.PA #Al2SI Just to be clear only counting: 📌 This last 47M contract (to be fully delivered by year-end) 📌 The June [--] US AI servers contract ($100M to be delivered in Jul/Aug) Were already at 91% of"
X Link 2025-08-14T11:28Z [----] followers, [----] engagements

"$AL2SI.PA #AL2SI nice to be in the same boat IMO the current price doesnt come close to reflecting the companys business transformation and contract momentum. In short 2CRSi seems to be successfully transforming itself from a forgotten player in the server world into a pretty interesting player in the global AI infrastructure race. - Today 2CRSi is notable for three things: The company has an ugly name (2CRSi) and an annoying In short 2CRSi seems to be successfully transforming itself from a forgotten player in the server world into a pretty interesting player in the global AI infrastructure"
X Link 2025-08-14T13:29Z [----] followers, [---] engagements

"@mvcinvesting "When you find a winner people will say you are wrong. When you hold a winner people will say you are stupid. When you get rich from a winner people will say you got lucky. You tell them you love being wrong stupid and lucky." @iancassel"
X Link 2025-08-14T14:15Z [----] followers, 16.2K engagements

"I see $AL2SI as quite different from Wiwynn in its positioning. While Wiwynn (and $SMCI ) operate like the Toyota of servers high-volume standardised production for hyperscalers with gross margins typically in the 812% range 2CRSi is more of a Ferrari: lower volume high-performance customised designs with a strong focus on energy efficiency advanced cooling etc. That difference in approach explains why 2CRSis historical gross margins have been in the low-20s despite lacking the scale of Wiwynn. In terms of EBITDA they are guiding for a 12% for FY25/26"
X Link 2025-08-15T06:05Z [----] followers, [----] engagements

"Cant be more bullish on $AL2SI.PA #AL2SI The market is slow to recognise value in the microcap space but FY 25/26 is shaping up to be a very strong year for 2CRSI. Ive increased my position by 20% and it now sits at 17% of my combined portfolio Not financial advice $AL2SI.PA #AL2SI 💵 Just added+9% shares to my position. It now represents 15% of my combined portfolios. Not financial advice $AL2SI.PA #AL2SI 💵 Just added+9% shares to my position. It now represents 15% of my combined portfolios. Not financial advice"
X Link 2025-08-15T07:28Z [----] followers, [----] engagements

"$AL2SI.PA #AL2SI Ive been averaging up aggressively lately: 📅 [--] Jul - Initiated with 8% of portfolio @ [--] 📅 [--] Jul - +13% @ [--] 📅 [--] Jul - +3% @ [--] 📅 [--] Aug - +1.5% @ [---] 📅 [--] Aug - +8.8% @ [---] 📅 [--] Aug - +20% @ [---] 📊 Avg. price: [--] 🎯 Fair Value: [----] Cant be more bullish on $AL2SI.PA #AL2SI The market is slow to recognise value in the microcap space but FY 25/26 is shaping up to be a very strong year for 2CRSI. Ive increased my position by 20% and it now sits at 17% of my combined portfolio Not financial advice Cant be more bullish on $AL2SI.PA #AL2SI The market is slow to recognise"
X Link 2025-08-15T10:11Z [----] followers, [----] engagements

"Closed the $UNH trade with a 2x return on the premium paid thanks to some investor FOMO. Closed it much earlier than I had anticipated Now just holding my core position in the Large Cap Portfolio. Used the proceeds to further increase my position in $AL2SI.PA #AL2SI Since many have been asking for more details on my $UNH trade here we go Yeah I know its a bit unusual for my typical style (we're talking a mega-cap and Im buying options instead of selling them) but IMO Risk/Reward setup really looks promising. As always this Since many have been asking for more details on my $UNH trade here we"
X Link 2025-08-15T13:51Z [----] followers, [----] engagements

"$AL2SI #AL2SI today I bought additional shares 📊 It now represents 21% of my combined portfolio. My 2nd largest position. Not financial advice $AL2SI.PA #AL2SI Ive been averaging up aggressively lately: 📅 [--] Jul - Initiated with 8% of portfolio @ [--] 📅 [--] Jul - +13% @ [--] 📅 [--] Jul - +3% @ [--] 📅 [--] Aug - +1.5% @ [---] 📅 [--] Aug - +8.8% @ [---] 📅 [--] Aug - +20% @ [---] 📊 Avg. price: [--] 🎯 Fair Value: $AL2SI.PA #AL2SI Ive been averaging up aggressively lately: 📅 [--] Jul - Initiated with 8% of portfolio @ [--] 📅 [--] Jul - +13% @ [--] 📅 [--] Jul - +3% @ [--] 📅 [--] Aug - +1.5% @ [---] 📅 [--] Aug - +8.8% @ [---] 📅 15"
X Link 2025-08-18T13:42Z [----] followers, [----] engagements

"@Regadenoson I use IBKR and the ticker is AL2SI at Paris Stock Exchange"
X Link 2025-08-18T13:52Z [----] followers, [---] engagements

"$AL2SI #AL2SI Added another +35% today at the [-----] Fib retracement and 40-day EMA. Now officially my largest holding Will deploy my last tranche if it dips further to the 50-day SMA 👀 $AL2SI #AL2SI today I bought additional shares 📊 It now represents 21% of my combined portfolio. My 2nd largest position. Not financial advice $AL2SI #AL2SI today I bought additional shares 📊 It now represents 21% of my combined portfolio. My 2nd largest position. Not financial advice"
X Link 2025-08-21T18:56Z [----] followers, [----] engagements

"@invest_aybar @Skeptical1704 @HyperTechInvest @ToffCap $AL2SI #AL2SI Currently trading at 56x NTM EV/EBITDA not 8x Fair value IMO = 10x (and even 15x if the market heats up 🔥) Reasons 👇🏻 (+contract momentum) 🎯 Over the past few years 2CRSi has undergone a real transformation post-IPO moving away from "inconsistent" earnings pro-forma restatements (like the Boston sale) and fiscal-cycle adjustments that had dragged down the stock to becoming a leaner founder-led business 🎯 Over the past few years 2CRSi has undergone a real transformation post-IPO moving away from "inconsistent" earnings"
X Link 2025-08-22T21:22Z [----] followers, [---] engagements

"$AL2SI #AL2SI today I deployed my last tranche as price dipped to the 50-day SMA. It now represents 30% of my combined portfolios 🚨 Not financial advice. $AL2SI #AL2SI Added another +35% today at the [-----] Fib retracement and 40-day EMA. Now officially my largest holding Will deploy my last tranche if it dips further to the 50-day SMA 👀 $AL2SI #AL2SI Added another +35% today at the [-----] Fib retracement and 40-day EMA. Now officially my largest holding Will deploy my last tranche if it dips further to the 50-day SMA 👀"
X Link 2025-08-26T08:14Z [----] followers, [----] engagements

"$AL2SI #AL2SI buy on noise sell on hype 👉🏻 Contract momentum is strong (US EU UK). 👉🏻 Margins set to be validated in the Annual Report (30 Oct). 👉🏻 FY25/26 Guidance: 36% revenue growth with 12% EBITDA margin. 👉🏻 With current contracts theyve likely already surpassed H125/26 guidance. 👉🏻 Trading at just 5x NTM EV/EBITDA. In a rapidly expanding global server market (+45% according to IDC) demand for high-performance sustainable servers designed to maximize energy efficiency is growing even faster. Recent commercial successes in the US and the UK suggest that the Groups growth is set"
X Link 2025-08-26T22:28Z [----] followers, [----] engagements

"$RW.V $ROWKF 🏡 @renoworks Achieves Significant ARR Growth with Early Adoption of LeadPOD and AI Design Assistant [--] existing manufacturer customers expanding their contribution to Renoworks ARR from US$67000 to US$335800 Full PR == https://t.co/qLszPCImL9 @RenoworksPro TSXV: $RW.V 🏡 @renoworks Achieves Significant ARR Growth with Early Adoption of LeadPOD and AI Design Assistant [--] existing manufacturer customers expanding their contribution to Renoworks ARR from US$67000 to US$335800 Full PR == https://t.co/qLszPCImL9 @RenoworksPro TSXV: $RW.V"
X Link 2025-09-03T13:31Z [----] followers, [---] engagements

"$MIND taking advantage of todays drop I increased my position by +57% anticipating strong earnings next week. 💪 📊 My current Top [--] Micro Cap Holdings now make up 85% of my portfolio: [--] $AL2SI.PA #AL2SI 31% [--] $MIND 22% [--] $ROOF.V $ROOOF 17% [--] $NCI.V $NYWKF 10% [--] $ADUR $ACT.CA 5% Concentration is high but so is conviction https://twitter.com/i/web/status/1963305490919694360 https://twitter.com/i/web/status/1963305490919694360"
X Link 2025-09-03T18:18Z [----] followers, [----] engagements

"$RW.V $ROWKF 🔥 The rapid uptake of these solutions highlights both the pent-up demand for AI-enabled homeowner engagement tools and the scalability of our Software-as-a-Service ("SaaS") model" I don't think investors have fully grasped how big of a deal this news could be for the company - Renoworks Achieves Significant ARR Growth with Early Adoption of LeadPOD and AI Design Assistant https://t.co/GIsoCKUBUb $RW.V $ROWKF I don't think investors have fully grasped how big of a deal this news could be for the company - Renoworks Achieves Significant ARR Growth with Early Adoption of LeadPOD"
X Link 2025-09-05T20:14Z [----] followers, [----] engagements

"@HyperTechInvest $AL2SI.PA #AL2SI"
X Link 2025-09-13T16:15Z [----] followers, [---] engagements

"$AL2SI.PA #AL2SI IMO were just [--] new contract away from confirming weve entered Wave [--] (PT 20+). 👉 Could it be an extension of the $210M US contract to $400M over [--] years I expect further updates on this soon. 🚨 Not financial advice. 2CRSI remains one of the largest positions in my portfolio. $AL2SI.PA #Al2SI Just to be clear only counting: 📌 This last 47M contract (to be fully delivered by year-end) 📌 The June [--] US AI servers contract ($100M to be delivered in Jul/Aug) Were already at 91% of H125/26 revenue guidance (146M [--] H124/25 revenue of 209M) $AL2SI.PA #Al2SI Just to be clear only"
X Link 2025-09-18T09:11Z [----] followers, [----] engagements

"$AL2SI.PA #AL2SI I cant say it with certainty but I have zero doubt either 😂 that it will print a new ATH before year-end 🚨 Not financial advice. 2CRSI remains the largest positions in my portfolio. $AL2SI.PA #Al2SI Just to be clear only counting: 📌 This last 47M contract (to be fully delivered by year-end) 📌 The June [--] US AI servers contract ($100M to be delivered in Jul/Aug) Were already at 91% of H125/26 revenue guidance (146M [--] H124/25 revenue of 209M) $AL2SI.PA #Al2SI Just to be clear only counting: 📌 This last 47M contract (to be fully delivered by year-end) 📌 The June [--] US AI"
X Link 2025-09-19T08:08Z [----] followers, 13.3K engagements

"$AL2SI.PA #AL2SI 🤯 what do you think it will happen when the market realises that 2CRSi is no longer a pure-play hardware provider with a low-margin distribution arm but is becoming a hybrid play: hardware + high-efficiency AI data centers The company is steadily expanding its own high-density liquid-cooled data centers across Europe and North America: ✅ Already operating 14MW of capacity between Paris (Nanterre) and New York (Rouses Point Chateaugay) ✅ Set to more than double to 37MW by [----] with further expansion already in the pipeline 💎 Why this matters At a conservative 70% utilisation"
X Link 2025-09-21T10:47Z [----] followers, 14.6K engagements

"Ive noticed growing interest in $AL2SI.PA #AL2SI lately but also a fair amount of confusion around what they do how they do it and where they could be heading over the next [--] years. So heres a quick summary of my thesis focusing only on what I believe truly matters Hope you enjoy As usual Ive developed a full deep-dive investment thesis like I do for all my core positions. But Ive realised that the longer the write-up the less engagement it gets perhaps X isnt the best platform for long-form analysis 🤔 In the future Im planning to explore the idea of publishing more structured and extended"
X Link 2025-09-21T20:20Z [----] followers, 19.1K engagements

"1 Background: Founded in [----] in Strasbourg $AL2SI.PA #AL2SI started as a custom made server manufacturer. After its IPO in [----] it expanded internationally (Tranquil in the UK Boston in 2019). The collapse of Blade (cloud gaming) in [----] exposed client concentration but management pivoted successfully: selling Boston refocusing on innovation and services and deleveraging (the turnaround). With supply chain pressures easing and AI compute demand exploding 2CRSi entered a new growth phase in 202425: revenues surpassed 220M profitability improved (expected to be confirmed in the Oct [--] FY24/25"
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"2 Business Model $AL2SI.PA #AL2SI is no longer just a server maker. Its now a hybrid infrastructure company with three engines: 👉🏻 Hardware 85%90%: 1- Servers & Storage: Custom made AI/HPC servers GPU-dense systems (HGX platforms) rugged/edge devices (through Tranquil) and OCP-compliant racks. 👉🏻 Services 10%15%: 2- Integration & Services: Design prototyping deployment warranties logistics on-site support. 3- Cloud & Data Centers: Through Green Data and 2CRSi Cloud Solutions the group is scaling colocation sovereign cloud and bare-metal hosting building recurring high-margin revenue"
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"3 Manufacturing Footprint $AL2SI.PA #AL2SI has [--] manufacturing plants + [--] on the making: Strasbourg (FR): 50k servers/year defense-grade full cooling testing. Manchester (UK): 10k rugged/edge units/year. Rouses Point NY (USA): 10k servers/year integrated with local DC campus. Chennai (India in build): 10k servers/year for Asia-Pacific. 👉 Total potential: 80k servers/year still underutilized leaving vast growth headroom. https://twitter.com/i/web/status/1969859248759681427 https://twitter.com/i/web/status/1969859248759681427"
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"4 Data Centers $AL2SI.PA #AL2SI already runs [--] MW of AI-ready data centers in Paris and NY with plans to reach [--] MW by 2027: Nanterre (FR): 7MW today - 15MW planned by [----] Rouses Point (NY): 5MW today - [--] MW planned by [----] powered by hydro with immersion cooling. Chateaugay (NY): 2MW today - [--] MW by [----] ultra-dense AI immersion design. More to come 👉 Why it matters: at steady utilization these sites could generate 150170m recurring revenue with strong margins (90100m EBITDA) nearly half todays company revenue but with much fatter margins. 🤯 This is the step-change: moving from"
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"5 Clients $AL2SI.PA #AL2SI serves a blue-chip client base across defense aerospace research and hyperscale AI: 👉🏻 Defense & Aerospace: Airbus Dassault Aviation French MoD. 👉🏻 Research: CERN Lawrence Livermore National Laboratory (LLNL). 👉🏻 Enterprise & HPC: EDF/Exaion Vates large telcos. 👉🏻 AI/Cloud: U.S. data center operators ($610m contract) UK AI clusters (54m HGX H200 project) European sovereign cloud initiatives. This diversified reference-rich portfolio IMO underpins credibility and drives repeat business. https://twitter.com/i/web/status/1969859267071991909"
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"6 Partnerships & GPU Supply $AL2SI.PA #AL2SI is strategically aligned with the AI hardware ecosystem: $NVDA : Preferred partner early access to H100/H200 GPUs enabling large-scale AI cluster contracts. $AMD : Integration of MI300 accelerators in HPC clusters. Canonical & Vates: Partnerships for virtualization and open-source cloud layers. FluidStack & Equus: Complementary cloud operators/software to scale 2CRSis hosting proposition. These partnerships mitigate GPU supply risk a critical constraint in the AI era and ensure that 2CRSi remains competitive against hyperscalers and OEM rivals."
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"7 Industry & Outlook AI demand is outpacing supply. Every new model requires massive computing power while traditional data centers struggle with energy and cooling. $AL2SI.PA #AL2SI exposed [--] facts: #1 Market growth every year (8%12% YoY) specially in liquid cooling first (25% YoY) #2 AI is everywhere and as deploy start challenge appears (energy consumption) #3 North America is at the forefront of liquid cooling tech particularly for AI ops deployments ✅ This is where 2CRSi wins: its liquid cooling and high-density designs let clients run more compute in less space more efficiently."
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"8 Financials $AL2SI.PA #AL2SI Revenues growth is accelerating while margins are improving: FY23/24: 168m revenues (post-Boston) low single-digit EBITDA. FY24/25: 221m revenues (+31%) EBITDA inflection (10%). Balance sheet stronger after Boston sale and capital raise. 🖋 Recent Contracts Contract momentum is strong: 👉🏻 $210M + $400M multi-year US AI data center deal. 👉🏻 $100M+ US AI servers (H200). 👉🏻 54M UK AI cluster (HGX H200). 👉🏻 47M Malaysia AI servers 👉🏻 Multiple aerospace defense and enterprise HPC projects. Backlog now stretches into hundreds of millions multi-year visibility"
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"9 Guidance & Scenerios $AL2SI.PA #AL2SI is guiding for 300M+ in revenues with 12%+ EBITDA margin for FY25/26 (ending June 2026). Whats even more important: theyre now projecting that 40% of those revenues will come from services a key shift in the business model moving away from pure hardware towards higher-margin recurring revenue streams. IMO this transition is not yet fully priced in. ✅ Base case: 320380m revenues by FY25/26 DC utilization [--] MW services 3040% of mix. EBITDA margins 1012% 🐮 Bull case: 400m+ revenues EBITDA margins 1215% DC [--] MW leased. 🐻 Bear case: Delays in GPU"
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"🔟 Ownership & Mgmt alignment $AL2SI.PA #AL2SI is a founder-led micro-cap with low institutional attention - Market Cap is just 190M and EV 200M With the Wilmouth family holding 50%+ and a tight free-float 2CRSi remains below the radar of large institutional investors offering asymmetric upside if growth proves real. Also having @ValentumAM invested in it is a strong vote of confidence even if they might already be sitting on a 3x return by now. https://twitter.com/i/web/status/1969859308775956892 https://twitter.com/i/web/status/1969859308775956892"
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"11 Investment Opportunity & Risks 👉🏻 Opportunity: buy on noise sell on hype ✅ Contract momentum is strong (US EU UK). ✅ Margins set to be validated in the Annual Report (30 Oct). ✅ FY25/26 Guidance: 36% revenue growth with 12% EBITDA margin. ✅ With current contracts theyve likely already surpassed H125/26 guidance. ✅ Trading at just 5x NTM EV/EBITDA. In a rapidly expanding global server market (+45% according to IDC) demand for high-performance sustainable servers designed to maximize energy efficiency is growing even faster. Recent commercial successes in the US and the UK suggest that the"
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"12 Conclusion $AL2SI.PA #AL2SI is not the same company the market thinks it is. From a small French server builder it has evolved into a hybrid AI infrastructure player with: ✅ Factories ready to scale ✅ Premium data centers doubling capacity ✅ Partnerships securing GPU supply ✅ And a backlog of landmark contracts. 🤯 So again What do you think it will happen when investors realise 2CRSis future is not cyclical hardware but recurring high-margin AI infrastructure https://twitter.com/i/web/status/1969859316648693905 https://twitter.com/i/web/status/1969859316648693905"
X Link 2025-09-21T20:20Z [----] followers, [---] engagements

"My core micro-cap holdings and their respective investment thesis (check my profile for recent updates on each): $AL2SI.PA #AL2SI 🔗 $ROOF.V $ROOOF 🔗 $MIND 🔗 $NCI.V $NYWKF 🔗 $URL.CN $URLOF 🔗 $BU.V $BRCNF 🔗 $RW.V $ROWKF 🔗 $ADUR $ACT.CN 🔗 TBD shared across multiple separate posts for now. https://x.com/jpmontero88/status/1968228305573929318s=46 https://x.com/jpmontero88/status/1961472327348097062s=46 https://x.com/jpmontero88/status/1966001497495441477s=46 https://x.com/jpmontero88/status/1870134919734685769s=46 https://x.com/jpmontero88/status/1936429246148165727s=46"
X Link 2025-09-21T21:09Z [----] followers, 11.5K engagements

"$AL2SI.PA #AL2SI why am I so bullish about 2CRSi I think the market is not paying attention here IMO the market still values 2CRSi (200m EV) as if it were just a low-margin hardware OEM. But the story is changing fast: ✅ Guidance FY25/26: 300m+ revenue 12% EBITDA. ✅ Services/DC mix: trending toward 40% of revenues. Lets do some math here with some high level assumptions: 👉 Services/DC (40%) Revenues - [---] At 40% EBITDA margin (bellow comparables) - 56M EBITDA. - Valued bellow Equinix/DLR (20) = 11B EV 👉 Hardware (60%) Revenues - 210M At 8% EBITDA margin (similar to comparables) - 17M"
X Link 2025-09-23T08:30Z [----] followers, [----] engagements

"Today my Small Cap portfolio reached a new ATH high once again following a pullback during the weakest seasonal period of the year. Its now looking stronger than ever with new additions and plenty of catalysts on the horizon: $AL2SI.PA #AL2SI ✅ H2 & FY24/25 results (30 Oct) ✅ Potential extension of the $610M US contract ✅ New contract announcements ✅ Updates on the Chennai data center $ROOF.V $ROOOF ✅ Ramp-up to 80tpd in Calgary (triggers 3rd ERA milestone payment) ✅ Updates on Delta retrofit ✅ Progress on Hamilton facility ✅ Progress on the [--] US sites ✅ Filing of a new international patent ✅"
X Link 2025-09-23T13:21Z [----] followers, 24.5K engagements

"I continue to rotate my Big Cap Portfolio yesterday I trimmed my position in $IREN slightly (3%) to increase my exposure to $MC.PA $LVMH (5%). 🤷🏻♂ Could the June lows have marked the bottom for LVMH So far so good $NKE -572% 📉 $ADS.DE +663% 📈 ✅ GAP - +131% $OXY +330% 📈 $IREN +6398% 📈 ✅ GAP - +587% After the massive rally I trimmed a bit of my IREN position to initiate a new one in $ELV . The healthcare sector still looks relatively undervalued and IMO https://t.co/AJOX8CiOuS So far so good $NKE -572% 📉 $ADS.DE +663% 📈 ✅ GAP - +131% $OXY +330% 📈 $IREN +6398% 📈 ✅ GAP - +587% After the"
X Link 2025-09-25T07:40Z [----] followers, [----] engagements

"💥 $AL2SI.PA #AL2SI #2CRSI just announced the first order worth $290M (list price) under its $610M master contract signed in Jan24 (a bit delayed but extended from $210). Delivery is scheduled for Spring [----] which means none of it has been recognized as revenue yet So lets break it down: $290M (257M) order under US master contract 47M Singapore order $100M (85M) US order 👉🏻👉🏻 389M (+77% YoY) ✅ All of these are set for delivery within FY25/26 so the guidance of 300M for that fiscal year already seems a bit outdated. 📈 Things are about to get very interesting."
X Link 2025-09-30T08:53Z [----] followers, [----] engagements

"$AL2SI.PA #AL2SI #2CRSI 👀 🎯 Updated Intrinsic Value: [--] [--] (Assuming: 400M Revenues 12% EBITDA margin 19.05M shares 1015x EV/EBITDA) 👉 Thats a 2.2x 3.4x upside from current price 😂 I know I sound like a Wall Street analyst raising targets after a rally but the reality is contract momentum is way ahead of what I expected 📈 Technical view: IMO were just entering Wave [--] with a short-term price target of 20+ before year-end. 🚨 Not financial advice $AL2SI.PA #AL2SI IMO were just [--] new contract away from confirming weve entered Wave [--] (PT 20+). 👉 Could it be an extension of the $210M US"
X Link 2025-10-01T09:20Z [----] followers, [----] engagements

"$AL2SI.PA #AL2SI #2CRSI 💪🏻 Happy new ATH for those who celbrate $AL2SI.PA #AL2SI #2CRSI 👀 🎯 Updated Intrinsic Value: [--] [--] (Assuming: 400M Revenues 12% EBITDA margin 19.05M shares 1015x EV/EBITDA) 👉 Thats a 2.2x 3.4x upside from current price 😂 I know I sound like a Wall Street analyst raising targets after a rally $AL2SI.PA #AL2SI #2CRSI 👀 🎯 Updated Intrinsic Value: [--] [--] (Assuming: 400M Revenues 12% EBITDA margin 19.05M shares 1015x EV/EBITDA) 👉 Thats a 2.2x 3.4x upside from current price 😂 I know I sound like a Wall Street analyst raising targets after a rally"
X Link 2025-10-01T11:07Z [----] followers, [----] engagements

"$AL2SI.PA #AL2SI #2CRSI 🔥🔥 $AL2SI.PA #AL2SI #2CRSI 👀 🎯 Updated Intrinsic Value: [--] [--] (Assuming: 400M Revenues 12% EBITDA margin 19.05M shares 1015x EV/EBITDA) 👉 Thats a 2.2x 3.4x upside from current price 😂 I know I sound like a Wall Street analyst raising targets after a rally $AL2SI.PA #AL2SI #2CRSI 👀 🎯 Updated Intrinsic Value: [--] [--] (Assuming: 400M Revenues 12% EBITDA margin 19.05M shares 1015x EV/EBITDA) 👉 Thats a 2.2x 3.4x upside from current price 😂 I know I sound like a Wall Street analyst raising targets after a rally"
X Link 2025-10-02T11:30Z [----] followers, [----] engagements

"$MC.PA $LVMH 👀 I continue to rotate my Big Cap Portfolio yesterday I trimmed my position in $IREN slightly (3%) to increase my exposure to $MC.PA $LVMH (5%). 🤷🏻♂ Could the June lows have marked the bottom for LVMH I continue to rotate my Big Cap Portfolio yesterday I trimmed my position in $IREN slightly (3%) to increase my exposure to $MC.PA $LVMH (5%). 🤷🏻♂ Could the June lows have marked the bottom for LVMH"
X Link 2025-10-15T07:16Z [----] followers, [---] engagements

"$AL2SI.PA #AL2SI #2CRSI has announced a strategic partnership with NAFFCO Group to jointly develop and deliver AI Modular Factories across the Middle East and Africa: 🤝 This partnership could be highly positive for 2CRSi as it positions the company at the heart of a rapidly growing regional demand for AI infrastructure. By joining forces with a strong industrial partner in the MEA region 2CRSi gains access to new commercial opportunities and strengthens its international footprint. 🎯 Next we should watch for concrete project announcements or contracts arising from this alliance IMO those"
X Link 2025-10-20T20:30Z [----] followers, [----] engagements

"$RW.V $ROWKF 🤝 🏡 @renoworks Adds Leading Roofing Manufacturer Owens Corning Roofing to expand Enterprise Manufacturer Partner Ecosystem Owens Corning Roofing's New Design EyeQ Visualizer Powered by Renoworks AI Platform Full PR == https://t.co/qwWaMGTQX6 @RenoworksPro TSXV: $RW.V 🏡 @renoworks Adds Leading Roofing Manufacturer Owens Corning Roofing to expand Enterprise Manufacturer Partner Ecosystem Owens Corning Roofing's New Design EyeQ Visualizer Powered by Renoworks AI Platform Full PR == https://t.co/qwWaMGTQX6 @RenoworksPro TSXV: $RW.V"
X Link 2025-10-27T13:23Z [----] followers, [----] engagements

"✅ My Small Cap portfolio is up an incredible 4.5x this year; no leverage no shitcos no FOMO no hot or fancy names. Just pure value investing in micro caps staying concentrated on the best ideas adjusting exposure based on charts and extra by selling cash-secured puts on $HIMS and $NBIS (mainly) when volatility hits and have available cash. 🔥 And yet I still believe theres room for another 1.5x 2x from here before year-end with several catalysts ahead: 🧑💻 $NCI.V $NYWKF (17%) Expecting a major new contract to be signed any day now (teased a month ago). 🔊 $MIND (15%) Upcoming Q3 results"
X Link 2025-10-29T09:18Z [----] followers, 26.7K engagements

"#AL2SI #2CRSI Im anticipating strong results tomorrow and have adjusted my position accordingly. 🚨 Of course I could be wrong Not financial advice. http://AL2SI.PA Ive noticed growing interest in $AL2SI.PA #AL2SI lately but also a fair amount of confusion around what they do how they do it and where they could be heading over the next [--] years. So heres a quick summary of my thesis focusing only on what I believe truly matters Hope http://AL2SI.PA Ive noticed growing interest in $AL2SI.PA #AL2SI lately but also a fair amount of confusion around what they do how they do it and where they"
X Link 2025-10-29T15:30Z [----] followers, [----] engagements

"$RW.V $ROWKF a complete Master Class ( @smallcapdisc ) with CEO Doug Vickerson This presentation combined with the investment thesis Ive shared IMO gives a complete understanding of both the business and the opportunity. Honestly I cant envision a future where this company doesnt trade for significantly more than it does today. 🚨 Not financial advice https://youtu.be/d2cHckH9mCwsi=5V0VhH2qOUn1UerE Last but not least lets dive into the full investment thesis and why Im so excited about Renoworks 🚨 Disclosure: I currently hold 6% of my combined portfolios in $RW.V 🧵👇"
X Link 2025-10-29T16:57Z [----] followers, [----] engagements

"$RW.V $ROWKF 👇🏻 Knock knock knocking on heaven's door Potential to break through a 10+ year sideways price consolidation pattern. Great post on the fundamentals of this one also attached. $RW.V https://t.co/JWDIpd6QFd https://t.co/p6ddcBERQA Knock knock knocking on heaven's door Potential to break through a 10+ year sideways price consolidation pattern. Great post on the fundamentals of this one also attached. $RW.V https://t.co/JWDIpd6QFd https://t.co/p6ddcBERQA"
X Link 2025-10-29T20:55Z [----] followers, [----] engagements

"$RW.V $ROWKF is now my second-largest position representing nearly 20% of my portfolio. Accumulating shares has been challenging given the stocks low daily liquidity. $RW.V $ROWKF 🤯 $RW.V $ROWKF 🤯"
X Link 2025-10-30T14:49Z [----] followers, [----] engagements

"$AL2SI.PA #AL2SI #2CRSI FY 2024/25 results came in mixed leaning on the soft side. ✅ The headline revenue growth looks impressive (+32% YoY to 220.7M) but most of that upside had already been known since July. The market had fully priced in the strong top line and the momentum from major AI / HPC contracts including the California framework. 📉 What stands out this time is margin pressure. EBITDA landed at [---] M (2.5 %) well below expectations mainly due to a higher share of low-margin hardware deliveries and an exceptional discount granted to a U.S. client following delivery delays in H2."
X Link 2025-10-30T19:13Z [----] followers, [----] engagements

"I used part of the capital freed up from the sale to initiate a starter position in $TTZ.V $TTLTF an idea originally brought to my attention by @InvestorMexican Still early in my due diligence process but the business model and initial impressions are encouraging: 🎯 In summary Total Telcom is in a position where it has planted several seeds for future growth: new products ready to scale (SATrv Water-TraX) expanding market opportunities and additional revenue streams through licensing. 📈 If execution goes as planned the company could significantly accelerate its growth trajectory over the"
X Link 2025-11-01T12:16Z [----] followers, [----] engagements

"$TTZ.V $TTLTF 👀 Nice potential here $TTZ.V https://t.co/mAY6Bibm7Q Nice potential here $TTZ.V https://t.co/mAY6Bibm7Q"
X Link 2025-11-01T20:17Z [----] followers, [----] engagements

"Taking advantage of yesterdays pullback I added a bit more to my position in $TTZ.V $TTLTF The more I read the more I like what I see in this company 🚨Not financial advice I used part of the capital freed up from the sale to initiate a starter position in $TTZ.V $TTLTF an idea originally brought to my attention by @InvestorMexican Still early in my due diligence process but the business model and initial impressions are encouraging: 🎯 In I used part of the capital freed up from the sale to initiate a starter position in $TTZ.V $TTLTF an idea originally brought to my attention by"
X Link 2025-11-05T10:07Z [----] followers, [----] engagements

"$RW.V $ROWKF definitely worth the read 👇🏻 🎯 New Deep Dive:The Trust Engine Turning Designs into Decisions. $RW.V $ROWKF Renoworks a small SaaS platform is digitizing one of the last analog corners of home improvement. It rebuilt without dilution became profitable 💰 and is now compounding trust data https://t.co/pmUihcCNX2 🎯 New Deep Dive:The Trust Engine Turning Designs into Decisions. $RW.V $ROWKF Renoworks a small SaaS platform is digitizing one of the last analog corners of home improvement. It rebuilt without dilution became profitable 💰 and is now compounding trust data"
X Link 2025-11-05T14:34Z [----] followers, [---] engagements

"$RW.V $ROWKF presented the Q325 results: SaaS & AI transition gaining momentum. ✅Revenue +6% YoY (C$2.0M) but most importantly Recurring +38% (C$0.91M) ✅Gross margin keeps improving to 78% (vs 74%) ✅ Customer concentration also improving ✅ 6th profitable quarter We could expect a steady profitable growth ahead 🏡 @renoworks Announces Third Quarter [----] Financial Results [--] Months Ended Sept [--] [----] - Total Revenue $6015564 up 15% - ARR $2672998 up 36% - Net income $113070 vs net loss of $2333 - Cash $1548953 Full PR == https://t.co/5ZApp19Fzo @RenoworksPro TSXV: $RW.V 🏡 @renoworks Announces"
X Link 2025-11-12T14:33Z [----] followers, [----] engagements

"$RW.V $ROWKF not a TA expert but price is testing the 50-week SMA [-----] retrace and Wave [--] support while potentially completing an ABCDE contracting triangle. 📈 Looking for impulsive breakout + volume expansion to confirm start of a new bullish leg. If anyone sees a different Elliott count Id love to hear it https://twitter.com/i/web/status/2001377781213466635 https://twitter.com/i/web/status/2001377781213466635"
X Link 2025-12-17T19:43Z [----] followers, [---] engagements

"$RW.V $ROWKF excellent analysis $RW.V is trading at 2.5-3x ARR but many investors think it's priced at 4.5-5x ARR. Main issue: lack of quantified impact on ARR from new client expansions / wins. While we wait for IR to improve we decided to do the work ourselves. The numbers are quite impressive: $RW.V is trading at 2.5-3x ARR but many investors think it's priced at 4.5-5x ARR. Main issue: lack of quantified impact on ARR from new client expansions / wins. While we wait for IR to improve we decided to do the work ourselves. The numbers are quite impressive:"
X Link 2025-12-19T08:23Z [----] followers, [---] engagements

"$TELI $TELIF things are getting tight over here 😂 👀📈 $TELI $TELIF installation of Koreas first Self-Driving Lab for pharmaceutical research completed just [--] weeks after contract signing 🔥 ➡ This successful installation marks a pivotal milestone for Telescope reinforcing the Companys ability to deploy advanced autonomous R&D $TELI $TELIF installation of Koreas first Self-Driving Lab for pharmaceutical research completed just [--] weeks after contract signing 🔥 ➡ This successful installation marks a pivotal milestone for Telescope reinforcing the Companys ability to deploy advanced autonomous"
X Link 2025-12-19T20:23Z [----] followers, [----] engagements

"By today Im watching from the sidelines: $ZOMD.V $ZMDTF waiting for support and a new impulse. That said after this correction a strong recovery looks likely. [----] should be a great year: World Cup tailwinds a new strategic partnership with E2 and a solid $18M cash position. $NCI.V $NYWKF are we starting a new impulse Waiting for confirmation before jumping back in. [----] guidance or order momentum could be the catalyst. Also expecting a strong [----]. $ROOF.V $ROOOF similar setup to the names above waiting for support and a potential new impulse. Here [----] is a bit more uncertain as the"
X Link 2025-12-20T09:47Z [----] followers, [----] engagements

"🔟 Aduro Clean Tech $ADUR $ACT.V Price: C$1057 Mkt Cap: C$354M (not particularly a micro-cap now but been invested since it was) EV: C$343M Revenue: Pre-Revenue Net Income: Pre-Revenue Insider Ownership: 34% 🏢 Business Overview Aduro is a pre-commercial clean technology company developing a proprietary hydrochemolytic process aimed at converting hard-to-recycle plastics and heavy hydrocarbons into reusable feedstocks targeting a structurally large market under increasing regulatory and ESG pressure. 🗣 Investment Pitch The investment appeal lies in the non-linear upside if Aduro successfully"
X Link 2026-01-05T13:10Z [----] followers, [----] engagements

"@Rdguez_MA Hi Miguel ngel Ive heard the name but Im not familiar with the business yet. Havent looked into $MHUB so far. What caught your attention"
X Link 2026-01-12T22:01Z [----] followers, [---] engagements

"$TELI $TELIF is looking really compelling from a TA perspective on top of the already discussed fundamentals. IMO further news around the SDL business should continue to drive discovery and potentially meaningful share price appreciation Worth remembering that last quarters Revenue grew an impressive 115% Y/Y (74% excluding grants) reaching break-even 🚨 Not financial advice $TELI $TELIF 📈 Technical Analysis This price action was still a bit early for any kind of confirmation with price in an accumulation phase and finding support in the C$0.300.32 range. I was looking for an impulsive"
X Link 2026-01-19T09:57Z [----] followers, [----] engagements

"All eyes set on $AEP.V (no position yet) Price: C$072 52w High/Low: C$124 / C$057 Mkt Cap: C$506M EV: C$669M Revenue: C$60M OCF: C$316 Insider Ownership: 135% 🏢 Business Overview AEP is a Canadian roll-up of engineered wood building components specializing in roof trusses floor systems wall panels and related structural solutions for residential and light-commercial construction. Through a disciplined acquisition strategy the company has assembled a geographically diversified network of manufacturing facilities across Canada acquiring small owner-operated businesses at attractive multiples"
X Link 2026-01-22T10:39Z [----] followers, [----] engagements

"1 Revenue mix and segment performance IMO this quarter continues to validate both product adoption and the expanding global reach of TELI: 💉 Automation product sales: C$1.88M (+128% YoY) DirectInject-LC remains the core revenue engine with management highlighting: ✅ Growing orders and installations ✅ A pipeline that more than doubled versus the prior year ✅ Increasing momentum through the Mettler Toledo distribution channel The cost profile (notably the sharp increase in parts and lab supplies) supports the view that multiple systems were delivered or installed during the quarter. 🔬"
X Link 2026-01-28T10:06Z [----] followers, [---] engagements

"2 Geography concentration The geographic breakdown adds another important layer of clarity. Automation product sales (C$1.88M): Asia: 52% US: 48% Canada / Europe: 0% This is highly significant. Asia was actually the largest market in the quarter validating real international adoption anticipated in Q425. https://twitter.com/i/web/status/2016452939129254383 https://twitter.com/i/web/status/2016452939129254383"
X Link 2026-01-28T10:06Z [----] followers, [---] engagements

"🚨 Controversial take: $PYPL downgrade isnt ridiculous at all A meaningful portion of the companys cash generation is absorbed by persistently elevated SBC which materially dilutes true shareholder returns. At 18x adj earnings (adjusted by my estimate of the cash required to offset SBC through buybacks) the valuation doesnt look particularly compelling given the level of competition in the space. 👎🏻 More importantly SBC remains disproportionately high despite the business not having delivered superlative growth or execution in recent years. The stock price arguably reflects that reality."
X Link 2025-12-18T12:22Z [----] followers, [----] engagements

"🎯 FY [----] Performance Learnings and [----] outlook Im closing the year with very strong headline numbers: ✅ +146% on my micro-cap portfolio (38% CAGR since Apr 2022) ✅ +47% on my large-cap portfolio (18% CAGR since Mar 2020) The micro-cap performance is objectively extraordinary. Still the feeling is mixed. 🤓 This was my first year investing in nano and micro-cap companies. As mentioned in my previous post the separation between both portfolios used to be somewhat blurred with my focus historically on large caps and at most small caps. Micro caps have very different dynamics and Im still"
X Link 2026-01-03T00:24Z [----] followers, [----] engagements

"🔮 My Top [--] Picks for H126 (in no particular order). As mentioned in previous posts these are mostly fast-growing profitable (or almost) micro caps with a few exceptions that Ive included due to near-term catalysts that could materially change their financials. From a technical perspective all of them also appear to be in very bullish setups: $RW.V $IQ.V $TTZ.V $WPR.V $PUDO $TMG.V $CHER.V $TELI $IFA.V $ADUR 🚨 As with any micro cap its important to closely monitor both fundamentals and technicals as most of these are not buy and hold forever names. 🤓 There are also some interesting names"
X Link 2026-01-05T13:09Z [----] followers, 11.3K engagements

"3 Total Telcom $TTZ.V Price: C$0265 Mkt Cap: C$70M EV: C$4M Revenue: C$22M FCF: C$615k Insider Ownership: 29% 🏢 Business Overview Total Telcom operates in the satellite-enabled IoT and remote monitoring space. Through its wholly owned subsidiary ROM Communications the company designs and integrates proprietary hardware software and connectivity solutions for use cases where cellular coverage is unreliable or unavailable including environmental monitoring racing management and recreational vehicles. 🗣 Investment Pitch The investment thesis rests on a favorable inflection point: the business"
X Link 2026-01-05T13:09Z [----] followers, [----] engagements

"4 CanPR $WPR.V Price: C$03 Mkt Cap: C$121M EV: C$120M Revenue: C$749M Net Income: C$129k (but last [--] Qs C$665k) Insider Ownership: 57% 🏢 Business Overview CanPR Tech is an early-stage immigration technology platform focused on simplifying skilled migration workflows initially centered on Canada through a mobile-first AI-enabled product that combines eligibility guidance application support and employment integration. 🗣 Investment Pitch The investment thesis rests on the company having moved beyond pure concept validation into early economic proof with rapid revenue growth structurally high"
X Link 2026-01-05T13:09Z [----] followers, [----] engagements

"5 Pudo $PUDO (@WolfOfOakville pick) Price: C$06 Mkt Cap: C$141M EV: C$137 Revenue: C$52M Net Income: C$78k Insider Ownership: 64% 🏢 Business Overview Pudo is a Canadian logistics and last-mile enablement company focused on providing an alternative parcel pickup and returns network through a distributed asset-light model. The company partners with retailers and e-commerce platforms to offer consumers convenient out-of-home delivery and returns reducing last-mile costs and failed deliveries while leveraging existing retail locations rather than owning physical infrastructure. 🗣 Investment"
X Link 2026-01-05T13:09Z [----] followers, [----] engagements

"6 Thermal Energy International $TMG.V Price: C$014 Mkt Cap: C$230M EV: C$201M Revenue: C$282M EBITDA: C$11M Insider Ownership: 8.7% 🏢 Business Overview TMG is an industrial energy efficiency company that designs and delivers [--] to [--] proprietary heat recovery and steam system optimization solutions for large industrial and institutional clients. Its technologies enable customers to reduce fuel consumption operating costs and carbon emissions with short payback periods addressing a clear and growing need driven by energy price volatility and decarbonization pressures. 🗣 Investment Pitch The"
X Link 2026-01-05T13:09Z [----] followers, [----] engagements

"$TELI $TELIF just announced an expansion of its DirectInject platform beyond LC into IC and ICP analytics: IC (Ion Chromatography): measures ions in liquids (e.g. lithium chloride sulfate). Used for process control in chemicals batteries water treatment and industrial labs. ICP (Inductively Coupled Plasma): measures metals and elements at very low levels. Used in mining metallurgy battery materials and advanced materials analysis. ✅ This shifts DirectInject from a single product into a broader process analytics platform extending its relevance from pharma and fine chemicals into mining"
X Link 2026-01-20T13:59Z [----] followers, [----] engagements

"$TMG.V just reported strong Q2 results delivering both record revenue and meaningful profitability improvements. 📊 Key Financials (Y/Y): Revenue: C$10.2 M (+175%) - Quarterly record Gross Margin: 39% (+600bps) Adj EBITDA: C$814 k (x3) Net income: C$618 k (x22) Cash: C$2.0 M Order backlog: C$15.0 M at quarter end; C$21.5 M as of Jan [--] [----] (post-quarter) ✅ IMO this quarter validates the narrative that after a year of investing in sales and delivery capability TMG is starting to show both top-line inflection and margin improvement. With backlog growth and no debt the path for accelerating"
X Link 2026-01-27T13:41Z [----] followers, [----] engagements

"$TELI $TELIF reported additional technical progress in its lithium program including expanded lab infrastructure and external validation of battery-grade materials: This doesnt impact near-term fundamentals but it continues to de-risks the lithium vertical and reinforces its role as long-term optional upside. 📆 Hopefully well also see the Q1 earnings released this week for further clarity on execution https://telescopeinnovations.com/telescope-innovations-expands-lithium-development-infrastructure-and-achieves-key-material-validation-milestones/ $TELI $TELIF just announced an expansion of"
X Link 2026-01-27T22:46Z [----] followers, [----] engagements

"Yesterday $TELI $TELIF presented Q126 and delivered what IMO is the second material inflection quarter. Total revenue reached C$2.7M up from C$1.2M in Q125 (+124% YoY). Operationally the quarter was clearly focused on execution and deployment across all three verticals: ✅ DirectInject scaled commercially ✅ SDL progressed from development into real deployments ✅ and the lithium materials program continued to de-risk technically (with additional milestones announced post-quarter see post attached). 🧵👇🏻 $TELI $TELIF reported additional technical progress in its lithium program including"
X Link 2026-01-28T10:06Z [----] followers, [----] engagements

"3 Cost structure and cash usage IMO this is the core of the Q1 discussion. Revenue growth came with material cost expansion and cash usage reflecting a quarter dominated by fulfillment deployments and upfront execution Key cost increases: Parts: +C$832k (x59 YoY) Lab operations & supplies: +C$320k (x51) Mgmt fees: +C$286k (x67) Consulting: +C$213k (+102%) SBC: +C$211k Professional fees: +C$173k (x32) Salaries and Wages: +C$132k (+25%) Travel: +C$132k (+161%) TOTAL COSTS: +C$24M (+153%) 🚨 The company reported a net loss of C$1.2M. At the same time operating cash flow was C$4.1M but this"
X Link 2026-01-28T10:07Z [----] followers, [---] engagements

"4 Closing thoughts ✅ IMO this quarter continues to validate both product adoption and global reach at TELI. Revenue growth is now clearly product-led DirectInject is established as the core business with meaningful traction outside North America and SDL/R&D remains a secondary but fast-growing contributor with significant long-term upside. 🚨 I remain somewhat cautious on cash utilization and capital discipline. In particular the recent paid promotion spend continues to stand out and is not something I would typically prioritize at this stage of execution. That said given the working capital"
X Link 2026-01-28T10:07Z [----] followers, [---] engagements

"$CHER.V Someone is starting to figure this one out. $CHER.V https://t.co/GwA73yiB6E Someone is starting to figure this one out. $CHER.V https://t.co/GwA73yiB6E"
X Link 2026-01-29T07:52Z [----] followers, [---] engagements

"$PDO.C presented IMO mixed and likely below-expectations Q3 results earlier this week: ✅ PUDO continues to execute on its asset-light out-of-home pickup and returns model. Q3 revenue reached $1.4M (+47.6% YoY) driven primarily by strong traction in returns. Returns volumes grew +338% YoY confirming this segment as the most relevant growth driver. Gross profit rose to $449K in Q3 (+33.7% YoY) indicating unit economics remain intact as scale increases. 🚨 That said OPEX increased even faster delaying operating leverage. Q3 net loss widened to $128K versus near breakeven last year largely due to"
X Link 2026-01-29T13:07Z [----] followers, [---] engagements

"$CHER.V 👀 I'm old enough to have been around this one during its early days. $SIS.T $CHER.V has all the same early characteristics and I think has a good shot at the same results. https://t.co/z2sIVi12eL I'm old enough to have been around this one during its early days. $SIS.T $CHER.V has all the same early characteristics and I think has a good shot at the same results. https://t.co/z2sIVi12eL"
X Link 2026-01-29T17:42Z [----] followers, [---] engagements

"$PYPL 👇 🚨 Controversial take: $PYPL downgrade isnt ridiculous at all A meaningful portion of the companys cash generation is absorbed by persistently elevated SBC which materially dilutes true shareholder returns. At 18x adj earnings (adjusted by my estimate of the cash required https://t.co/sjRSVrEOe1 🚨 Controversial take: $PYPL downgrade isnt ridiculous at all A meaningful portion of the companys cash generation is absorbed by persistently elevated SBC which materially dilutes true shareholder returns. At 18x adj earnings (adjusted by my estimate of the cash required"
X Link 2026-02-03T15:16Z [----] followers, [---] engagements

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