# ![@Mike10947310 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1249736486498508800.png) @Mike10947310 Mike

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

### Engagements: [------] [#](/creator/twitter::1249736486498508800/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1249736486498508800/c:line/m:interactions.svg)

- [--] Week [-------] +27%
- [--] Month [-------] +46%
- [--] Months [---------] +40%
- [--] Year [---------] +191%

### Mentions: [--] [#](/creator/twitter::1249736486498508800/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1249736486498508800/c:line/m:posts_active.svg)

- [--] Week [--] +2.80%
- [--] Month [--] +1.20%
- [--] Months [---] +15%
- [--] Year [---] +70%

### Followers: [------] [#](/creator/twitter::1249736486498508800/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1249736486498508800/c:line/m:followers.svg)

- [--] Week [------] +0.37%
- [--] Month [------] +4.60%
- [--] Months [------] +21%
- [--] Year [------] +63%

### CreatorRank: [-------] [#](/creator/twitter::1249736486498508800/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1249736486498508800/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  29.41% [finance](/list/finance)  26.47% [technology brands](/list/technology-brands)  9.8% [countries](/list/countries)  4.9% [social networks](/list/social-networks)  1.96% [cryptocurrencies](/list/cryptocurrencies)  0.98% [celebrities](/list/celebrities)  0.98% [travel destinations](/list/travel-destinations)  0.98%

**Social topic influence**
[$fnch](/topic/$fnch) 10.78%, [ai](/topic/ai) 10.78%, [$feim](/topic/$feim) 8.82%, [$ampg](/topic/$ampg) 5.88%, [if you](/topic/if-you) 4.9%, [stocks](/topic/stocks) #2318, [future](/topic/future) #1433, [whats the](/topic/whats-the) #491, [data](/topic/data) 4.9%, [the most](/topic/the-most) 4.9%

**Top accounts mentioned or mentioned by**
[@pennycheck](/creator/undefined) [@everyonehatesp1](/creator/undefined) [@blackscholesman](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@memely](/creator/undefined) [@logicalthesis](/creator/undefined) [@steepslopes](/creator/undefined) [@kairospraxis](/creator/undefined) [@undrvalue](/creator/undefined) [@uzocapital](/creator/undefined) [@traderjoe2869](/creator/undefined) [@traits00](/creator/undefined) [@marketcomacc](/creator/undefined) [@theextra1234](/creator/undefined) [@jlegacy33](/creator/undefined) [@107taste](/creator/undefined) [@risktaker6666](/creator/undefined) [@thesmallpond](/creator/undefined) [@spacanpanman](/creator/undefined) [@unomasreactor](/creator/undefined)

**Top assets mentioned**
[Finch Therapeutics Group, Inc. (FNCH)](/topic/$fnch) [Bloom Energy Corporation (BE)](/topic/$be) [Intel Corporation (INTC)](/topic/$intc) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Uranium Energy Corp. (UEC)](/topic/$uec) [Callan JMB, Inc (CJMB)](/topic/$cjmb) [Adobe, Inc. (ADBE)](/topic/$adbe) [Corsair Gaming, Inc. (CRSR)](/topic/$crsr) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [America Party (AP)](/topic/$ap) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Microsoft Corp. (MSFT)](/topic/$msft) [Unity Software Inc. (U)](/topic/$u) [Arista Networks Inc (ANET)](/topic/$anet) [Eli Lilly and Company (LLY)](/topic/$lly) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What microcaps should I look into Prefer: under 100m thesis isn't simply driven by "undervalued to comps" some trend/situation hasn't been understood yet by market Bonus points for profitable / inflecting and for aligned incentives (mgmt can get rich)"  
[X Link](https://x.com/anyuser/status/1836089746411655475)  2024-09-17T17:08Z 15K followers, 63.2K engagements


"Exciting but expected development w/r/t $FNCH. Judge Hall has found that jury's ruling stands increasing the odds of enhanced damages and therefore increasing the incentive for Ferring to settle. We don't have a date set for the final hearing but it should be forthcoming. I have been playing around with scenario analyses. Ex Dividend a member of SSI built an amazing scenario analysis model and shared it in this thread: You can 'create a copy' and play around with weighing different odds. The screenshot below is from their awesome model. The scenario weights I used reflect a 55% chance of"  
[X Link](https://x.com/Mike10947310/status/1898791850980561355)  2025-03-09T17:43Z 15K followers, [----] engagements


"Seem to be discretionary purchases at $CJMB. In addition to 70% insider ownership. Certainly not the worst management alignment I've come across. I am assuming they aren't just lighting money on fire"  
[X Link](https://x.com/Mike10947310/status/1900639318416519250)  2025-03-14T20:05Z 15K followers, [----] engagements


"What am I long right now and why $EVLV - will post a summary on here but read the long form post $TIPT - special situation sales process happy to hold $FNCH - completely unaffected by tariffs and continue to think it should be $20 on expected value pre trial + trial date set soon $HNRG - think they get the deal done and very bullish news on coal for AI today $TGEN - domestic manuf vs others in the vertical and one midsize data center 2x revenue. Vertiv wouldnt deal with them if they didnt think some day they could be lets say 1% of revenues (which would be huge for Teco) Basket of buyout"  
[X Link](https://x.com/Mike10947310/status/1909715644519792695)  2025-04-08T21:11Z 15K followers, 14.3K engagements


"Not much going on w/ $FNCH until the judge schedules something. Asked around and I don't think there's any read through good or bad beyond a slow-moving district court. But to pass the time anyone in the name or new to it should read this article about Ferring's behavior if they haven't: https://ipde.com/blog/2024/08/02/to-say-that-the-court-is-troubled-by-the-occurrences-to-date-would-be-an-extreme-understatement/ https://ipde.com/blog/2024/08/02/to-say-that-the-court-is-troubled-by-the-occurrences-to-date-would-be-an-extreme-understatement/"  
[X Link](https://x.com/Mike10947310/status/1932607158417289618)  2025-06-11T01:13Z 15K followers, [----] engagements


"This $FNCH inspired some napkin math @steep_slopes. So I assume the only reason anyone visits or is to either look into the medication themselves or as a physician. Vowst currently has meaningfully less web traffic that Rebyota (just using Semrush free version fwiw). And LTM Vowst sales $40m and growingthis is just annualizing most recent quarter). So maybe peak sales hit $100m and peak Rebyota sales somewhere around this. If $FNCH recieves 5.5% and that's essentially all Net Income that justifies the market cap itself. Still one of my largest holdings. Although if anyone wants to weigh in on"  
[X Link](https://x.com/Mike10947310/status/1933581405298041333)  2025-06-13T17:45Z 15K followers, [----] engagements


"Finally some movement on the $FNCH docket. Any legal experts have comments Possibly a ruling forthcoming or is this just SOP @steep_slopes"  
[X Link](https://x.com/Mike10947310/status/1938375041491558420)  2025-06-26T23:13Z 15K followers, [----] engagements


"I think the World Cup and then the [--] Olympics will actually be quite significant tailwinds for $EVLV (at least from a multiple expansion perspective) as security comes to the fore"  
[X Link](https://x.com/Mike10947310/status/1954196437400465823)  2025-08-09T15:01Z 15K followers, [----] engagements


"Can someone steelman the $ADBE bull case Because frankly I remember lots of galaxy brain $SSTK long pitches that just overlooked the 3000lb gorilla in the room and $ADBE feels like we're running that back with a large cap. be Adobe 40-year-old PDF jockey [----] stock doing a perfect -33% swan dive Well pivot to AI says exec on 7-figure retention bonus cant ship a model because legal says every pixel needs a 12-page EULA Midjourney drops v7 makes our Firefly look like MS Paint with a https://t.co/y9WhRRNdUT be Adobe 40-year-old PDF jockey [----] stock doing a perfect -33% swan dive Well pivot to"  
[X Link](https://x.com/Mike10947310/status/1967626797929111803)  2025-09-15T16:29Z 15K followers, 24.9K engagements


"Great thread on $FNCH (which I continue to hold in size and maintain excitement about r/r) on why there may well be no hearing before a ruling which they expect could come any day now. Somehow I completely missed this thread. $FNCH Tried to do some work around what is causing the delay here (was at a litigation conference this past week which was a bit helpful). Thought I would share. 1/ $FNCH Tried to do some work around what is causing the delay here (was at a litigation conference this past week which was a bit helpful). Thought I would share. 1/"  
[X Link](https://x.com/Mike10947310/status/1982854590484885925)  2025-10-27T16:59Z 15K followers, 11K engagements


"Interesting development re: $FNCH. Don't really think anyone knows the stock so it's largely gone overlooked. So Ferring is giving up on Rebyota and is looking to explore strategic options. Recall Rebyota is the drug which infringed on $FNCH patents. I am quite happy as my readthrough is this hints at timeline acceleration increases the likelihood of settlement and decreases likelihood of appeal process. Strategically I am not sure what Ferring gains from this announcement unless they were already in some sort of talks. This seems like Ferring putting pressure on itself. in that any purchase"  
[X Link](https://x.com/Mike10947310/status/1986556714666074336)  2025-11-06T22:10Z 15K followers, [----] engagements


"I've still been trying to figure out who the major buyer of $FNCH shares the other week was. Since $FNCH is the only public beta to Rebyota I looked into if there were any developments (esp as Ferring is trying to sell Rebyota). My best guess is that the buyer was someone who evaluated this data and found it favorable. Rebyota was initially supposed to be a blockbuster drug although afaict sales haven't been amazing as yet. Any biotech domain experts want to comment on Rebyota https://twitter.com/i/web/status/2000746955853414411 https://twitter.com/i/web/status/2000746955853414411"  
[X Link](https://x.com/Mike10947310/status/2000746955853414411)  2025-12-16T01:57Z 15K followers, 12.4K engagements


"I think one big difference between people who lose and make money on the markets is understanding what they are betting on the bet behind the bet. For example if you were long $CRSR recently you were basically betting memory prices would decline rapidly. Thats a fine bet to make if likely wrong. And its also fine to say Corsair will be destroyed near term but will rocket when memory prices resolve. But I think its not fine to simply say Corsair is too cheap. https://twitter.com/i/web/status/2004582671855268097 https://twitter.com/i/web/status/2004582671855268097"  
[X Link](https://x.com/Mike10947310/status/2004582671855268097)  2025-12-26T15:58Z 15K followers, [----] engagements


"One thing I am absolutely certain of: with AI dead internet theory accelerates increasing the value of genuine human posts and with it the value of technologies enabling identification and differentiation between what is human and AI generated"  
[X Link](https://x.com/Mike10947310/status/2012977176757387512)  2026-01-18T19:55Z 15K followers, 10.7K engagements


"The below a good summary of my thoughts on the Schmid deal today - thank you @risktaker6666 for sharing. This deal in my view is most important as an unlock for their next steps (filing). Of course execution is key and it is a genuine risk (until they file) that they mess up. However while I personally felt fairly confident already this made me substantially more confident they get the house in order. I am really intrigued if we will get to see who the institutional investor or company who took this down is Also there is an interesting incentive for the Schmid family to get shares up as"  
[X Link](https://x.com/Mike10947310/status/2014161208077672675)  2026-01-22T02:20Z 15K followers, 12.4K engagements


"Breaking my rule of tweeting only on stocks to say simply that: There is a slow motion stabilized high quality video of the shooting on Reddit (inb4 Reddit lol). It has a basically unobstructed view. It hasnt really been picked up on here yet. It is by far the best video to watch and then form your own assessment rather than relying on 3rd parties here or on hard to follow obstructed videos. https://twitter.com/i/web/status/2015221561075372150 https://twitter.com/i/web/status/2015221561075372150"  
[X Link](https://x.com/Mike10947310/status/2015221561075372150)  2026-01-25T00:33Z 15K followers, 27.4K engagements


"If you think extreme weather events continue indefinitely and increase YoY how would you play it outside of obvious names like insurance (shorts). Some sorts of ideas $ATEX (utilities private networks) $PLOW (snow clearing equipment) $GNRC (backup power) What else Anything non-obvious would be really interesting https://twitter.com/i/web/status/2015651832870138006 https://twitter.com/i/web/status/2015651832870138006"  
[X Link](https://x.com/Mike10947310/status/2015651832870138006)  2026-01-26T05:03Z 15K followers, 13.6K engagements


"@spacanpanman Great example have to look into this"  
[X Link](https://x.com/Mike10947310/status/2015793935784833041)  2026-01-26T14:28Z 15K followers, [----] engagements


"With this $NVDA news I am surprised $INTC is not up more quite frankly. This is massive for them"  
[X Link](https://x.com/Mike10947310/status/2016327088182083645)  2026-01-28T01:46Z 15K followers, 25.5K engagements


"@UnoMasReactor Id add $AP via Aerofin in 94%+ of nuclear in NA via partnerships eg with Curtiss-Wright"  
[X Link](https://x.com/Mike10947310/status/2017084080521699626)  2026-01-30T03:54Z 15K followers, [----] engagements


"What is the best publics expression of long Anthropic short OAI"  
[X Link](https://x.com/Mike10947310/status/2017283009167114623)  2026-01-30T17:05Z 15K followers, 24.5K engagements


"@everyonehatesp1 Not at all core to $BWEN idea but also interesting. Also @variantview_X see this https://heatmap.news/politics/eagle-deaths-wind-ban https://heatmap.news/politics/eagle-deaths-wind-ban"  
[X Link](https://x.com/Mike10947310/status/2018358037002514475)  2026-02-02T16:17Z 15K followers, [---] engagements


"@Paul_Heckman_ PSIX is not the straightforward story everyone thinks it is"  
[X Link](https://x.com/Mike10947310/status/2018370763997200559)  2026-02-02T17:07Z 15K followers, [---] engagements


"For those who don't have 'Stack finally getting around to sharing my and @everyonehatesp1 basic $AMPG take. The extreme tl;dr is just that (per the graph below) the company is an extreme outlier in terms of valuation. I believe its LOIs can get it to $50m in '26 revs. The LOIs are for $120m over the next few years. One is already being serviced and has been expanded twice. This is with Telus. The other with an unnamed as-yet MNO has been expanded once. If you believe that the biz should trade at circa 3x EV/Sales NTM and underwrite the LOIs getting them to $50 that's a double from here."  
[X Link](https://x.com/Mike10947310/status/1964098222881984766)  2025-09-05T22:48Z 15K followers, 41.3K engagements


"Whats everyones favorite defense name under 200m market cap Bonus for unique technology. Right now think these clearly the best r/r in the market. Typically real biz decent management good principles political support massive funding and often takeout candidates"  
[X Link](https://x.com/Mike10947310/status/2009285229924462861)  2026-01-08T15:25Z 15K followers, 52.2K engagements


"$ACMR has continued to do well. I think domestic China semicap push should not be underestimated. The scale of this cycle is just unfathomable which seems to mean names take a while to really react to good news. Can anyone tell me why $ACMR is not a no brainer here - China going full on Manhattan Project on DC buildout - NAURA reported memory breakthrough - Intel allegedly qualifying ACM products implying possible line of sight to future where they can use them - Trades at massive Can anyone tell me why $ACMR is not a no brainer here - China going full on Manhattan Project on DC buildout -"  
[X Link](https://x.com/Mike10947310/status/2018370540256342320)  2026-02-02T17:06Z 15K followers, 16K engagements


"@pennycheck What's the EFTA#"  
[X Link](https://x.com/Mike10947310/status/2020990500501848247)  2026-02-09T22:37Z 15K followers, [----] engagements


"@BlackScholesMan Its trading with $AXON and as a software name. I think this is insane tbh"  
[X Link](https://x.com/Mike10947310/status/2018848198421520460)  2026-02-04T00:44Z 15K followers, [----] engagements


"@ConsensusGurus I believe Digi Times is quite reliable for this stuff but I guess I am not 100% sure of that. Certainly see them breaking a lot of stuff and cited a lot: https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745018_A7ULPXDF2XPVHB7474W2E https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745018_A7ULPXDF2XPVHB7474W2E"  
[X Link](https://x.com/Mike10947310/status/2016330626576605626)  2026-01-28T02:00Z 15K followers, [----] engagements


"My 2c on the price action this week. Obviously it seems like today's weakness was catalyzed by Warsh being nominated. But I think the fragility introduced by AI advancements is actually the thing causing the "fault lines" which were then cracked today. If you have $MSFT or $U getting one-shotted by AI (even if you think it's unjustified I'm talking about price-action one-shotted) and you're long you're implicitly short AI advancements and implicitly short the breakthrough that takes you out. For example I have liked $WIX and I think it's too cheap but at this point I'm just too scared off"  
[X Link](https://x.com/Mike10947310/status/2017378808261660849)  2026-01-30T23:26Z 15K followers, 32.6K engagements


"@KairosPraxis More $ANET"  
[X Link](https://x.com/Mike10947310/status/2019495483362758709)  2026-02-05T19:36Z 15K followers, [----] engagements


"Could anyone explain to me if MRAM has genuine use cases for data centers or is it way more specialized (eg realistically just for robotics and medical equipment)"  
[X Link](https://x.com/Mike10947310/status/2019851781459853575)  2026-02-06T19:12Z 15K followers, [----] engagements


"Besides $LLY (even though that likely is the simplest and maybe best answer) what is the peptides go crazy viral beta public markets name"  
[X Link](https://x.com/Mike10947310/status/2021247939717316689)  2026-02-10T15:40Z 15K followers, [----] engagements


"I often think that once the market begins to differentiate between businesses using AI but enjoying a moat names like $EVLV become seen as longs instead of funding shorts. Coming up with the language that resonates is important. Oh and the fact a heavily supported bill in GA would deploy weapons scanning systems at [----] public schools $EVLV at the TS Cowen Conference today found the perfect way to explain why as a SaaS company they have nothing to fear from AI (which they use at their core lol): hardware-enabled SaaS business. $EVLV at the TS Cowen Conference today found the perfect way to"  
[X Link](https://x.com/Mike10947310/status/2021686644961611955)  2026-02-11T20:43Z 15K followers, [----] engagements


"Just flagging since got a few Qs. this XJ filing is based on old news and was telegraphed for months. This was basically done as a distressed deal to settle debts and was necessary for pursuit of current status. Equity for debt conversion pretty typical for companies in the circumstances they were in. https://twitter.com/i/web/status/2021703506185662963 https://twitter.com/i/web/status/2021703506185662963"  
[X Link](https://x.com/Mike10947310/status/2021703506185662963)  2026-02-11T21:50Z 15K followers, [----] engagements


"This was one of the fatter pitches market offered up last year. China memory capacity expanding. Basic learning is "when the CCP says they are going to do something with producing a product or item don't fade them." Can anyone tell me why $ACMR is not a no brainer here - China going full on Manhattan Project on DC buildout - NAURA reported memory breakthrough - Intel allegedly qualifying ACM products implying possible line of sight to future where they can use them - Trades at massive Can anyone tell me why $ACMR is not a no brainer here - China going full on Manhattan Project on DC buildout"  
[X Link](https://x.com/Mike10947310/status/2021756451098652871)  2026-02-12T01:21Z 15K followers, 14.1K engagements


"Mentally it's a lot easier for me to go long something to hedge than to go short. Ofc have to be confident that it will stay uncorrelated more broadly. Something like chemicals being up today makes me interested in $XLB as a "hedge" rather than say vanilla short Qs. Now I know it's not that simple and that it will be correlated in a true crash but just how I think of things. https://twitter.com/i/web/status/2019150726187086225 https://twitter.com/i/web/status/2019150726187086225"  
[X Link](https://x.com/Mike10947310/status/2019150726187086225)  2026-02-04T20:47Z 15K followers, [----] engagements


"@undrvalue lol. but maybe"  
[X Link](https://x.com/Mike10947310/status/2021394997992640538)  2026-02-11T01:24Z 15K followers, [---] engagements


"Agree with the below on $LASR. Many "momentum" names absolutely died today. Some are truly momentum. Others have been thrown out with the bathwater. What examples are people nibbling at today $LASR is down today (presumably) because of momentum and their public offering at $44/share that would result in 7-9% dilution. Companies earn the right to dilute their shareholders. nLight has one of the most conservative managements in their industry - founder led always https://t.co/6W76g8Uu5V $LASR is down today (presumably) because of momentum and their public offering at $44/share that would result"  
[X Link](https://x.com/Mike10947310/status/2019142103562088932)  2026-02-04T20:12Z 15K followers, 11.9K engagements


"Thinking about how much lower we will go if AI narrative becomes bad for stocks. I have not shied away from buying scary dips. Buying tech in [----] was scary as were banks after SVB. I bought plenty of stocks when COVID seemed like potentially the end of the world. But this doesnt really seem like an overreaction in software if anything it seems delayed. I have not shied away from buying scary dips. Buying tech in [----] was scary as were banks after SVB. I bought plenty of stocks when COVID seemed like potentially the end of the world. But this doesnt really seem like an overreaction in"  
[X Link](https://x.com/Mike10947310/status/2019528200666378637)  2026-02-05T21:46Z 15K followers, 15.9K engagements


"Update on Anfas great thesis that is playing out on $IDCC 1/2 Interesting insight from @AvanciCompany .We think this is the most meaningful development for @InterDigitalCom since we published our piece https://t.co/WfI7hjxaBL 1/2 Interesting insight from @AvanciCompany .We think this is the most meaningful development for @InterDigitalCom since we published our piece https://t.co/WfI7hjxaBL"  
[X Link](https://x.com/Mike10947310/status/2019552508071325745)  2026-02-05T23:23Z 15K followers, [----] engagements


"Hyperscaler AI Capex ROI is basically guaranteed if not by direct ROI by creating the conditions for structurally lower rates. Downward wage pressure for knowledge work near zero marginal cost supply expansion of knowledge work and layoffs all create a disinflationary impulse. Which ceteris paribus means lower rates. The below is an unbelievable graph but it doesnt go far enough. Id say a good chunk of healthcare itself (radiology triaging urgent care prescriptions for antibiotics etc.) should just be done by AI. Its not like its diagnostically more inaccurate. Obviously that should come with"  
[X Link](https://x.com/Mike10947310/status/2020227038318326226)  2026-02-07T20:03Z 15K followers, 10.4K engagements


"@Uzocapital Good call"  
[X Link](https://x.com/Mike10947310/status/2021251932233306254)  2026-02-10T15:56Z 15K followers, [----] engagements


"It's going to be a very good year for behind-the-meter power generation. Especially considering that we likely see pushback on data centers over electricity bills"  
[X Link](https://x.com/Mike10947310/status/2018065902692901062)  2026-02-01T20:56Z 15K followers, 22.1K engagements


"While its not clear yet exactly how Intel solved the yield problem of cracking and chipping with glass substrates $SHMD does specifically highlight that its acid etching is intended to provide yield enhancement in this area. More generally both Samsung and Intel moving into the area is validation that AI demands necessitate a switch to glass at some point in the near(er) future. It is interesting that one of Schmids non exec board members is the former CEO of Samsung electronics (see attached). https://twitter.com/i/web/status/2019281881427001815"  
[X Link](https://x.com/Mike10947310/status/2019281881427001815)  2026-02-05T05:28Z 15K followers, [----] engagements


"Maybe $BE was just priced in but that print was insane. That coupled with unfathomable capex beats (whats another $70B) means that imo you really need some power generation exposure. Its very bullish for names like $CGEH and $BW and $HNRG as well as $BE itself that are aiming to provide quick power generation. Time to power absolutely critical"  
[X Link](https://x.com/Mike10947310/status/2019795101250142596)  2026-02-06T15:27Z 15K followers, 11.4K engagements


"It is important to remember that many investors have bad hit rates even if they are good investors (power laws and all that). Its also why its extremely dumb to outsource conviction. Oversizing any position means you probabilistically will lose money on said position For example I have misplayed so many things that I even got right (eg this past software blowup which I called out before it really happened). Didnt make any money or even hedge correctly. I also have had lots of bad ideas that dont work or dont go anywhere. The point is the job is to be smart about position sizing and use others"  
[X Link](https://x.com/Mike10947310/status/2021311552968700020)  2026-02-10T19:53Z 15K followers, [----] engagements


"A massive major national security event just occurred and the stocks that benefit the most are down. Market efficiency is a myth"  
[X Link](https://x.com/Mike10947310/status/2021610429391269979)  2026-02-11T15:41Z 15K followers, 24.1K engagements


"Directed energy weaponry defending El Paso Seems like the sort of thing that becomes standard across airports on the border and critical infrastructure more broadly. The FAA and DOW acted swiftly to address a cartel drone incursion. The threat has been neutralized and there is no danger to commercial travel in the region. The restrictions have been lifted and normal flights are resuming. The FAA and DOW acted swiftly to address a cartel drone incursion. The threat has been neutralized and there is no danger to commercial travel in the region. The restrictions have been lifted and normal"  
[X Link](https://x.com/Mike10947310/status/2021628946350321955)  2026-02-11T16:54Z 15K followers, 11K engagements


"@Para_Capital To be fair laser drone defense weapons are kinda bearish drones"  
[X Link](https://x.com/Mike10947310/status/2021687054157955485)  2026-02-11T20:45Z 15K followers, [---] engagements


"@traderjoe2869 Kind of like VW beetles you just start noticing them all over once you see one"  
[X Link](https://x.com/Mike10947310/status/2021710778542227763)  2026-02-11T22:19Z 15K followers, [---] engagements


"Whats the next catalyst for a leg up (CPI etc. permitting) Probably just rationality among pricing AI winners and losers which sees many names recover. I now think we are approaching peak AI disruption fears. $DOCU is hard to love in this narrative but it sold off 5% on an old GitHub repo (12k stars) being discussed on here. Now I absolutely would not want to be long it but it shows the vibes. Trucking names are another great example right now. Feels close to me. https://twitter.com/i/web/status/2022016883789029867 https://twitter.com/i/web/status/2022016883789029867"  
[X Link](https://x.com/Mike10947310/status/2022016883789029867)  2026-02-12T18:36Z 15K followers, [----] engagements


"H/T @Reignots for finding this on Tegus $TGEN confirmed to have data center deal done and more coming Interview was with president of DMK Solutions. Smallest DC in their portfolio is 36mw. The largest is 800mw. On the small end my napkin math is thats 20+ chillers () Expect earnings call they speak to this. Huge win and exciting company perfectly positioned for Blackwell partnered with $VRT and execution been strong. CC: @rubicon59 @shantaram83 @Reignots @Imperium1136"  
[X Link](https://x.com/Mike10947310/status/1953157094250614811)  2025-08-06T18:11Z 15K followers, 35.1K engagements


"$BTBT basically trading in line or below most crypto / stables names (e.g. $BMNR) as they rip plus it has a potential IPO tmr mcap. pretty insane skew if IPO squeezes as I think 9x oversubbed last I saw"  
[X Link](https://x.com/Mike10947310/status/1953180147261059163)  2025-08-06T19:43Z 15K followers, [----] engagements


"What's the most high-torque way to gain exposure to the idea that the next leg of the AI trade is on-device LLMs and related optimizations Obviously on-device memory cos (see $MU) but there's probably something better. I like this because it it's not just convenient for the average AI user but probably becomes necessary when power grid truly begins crapping out"  
[X Link](https://x.com/Mike10947310/status/1954943861416919554)  2025-08-11T16:31Z 15K followers, 11.4K engagements


"$TGEN not too much to share beyond what's already been said. Within [--] year we've gone from talking about data centers to partnering with Vertiv and securing a pilot. It's easy to forget how different that is from most microcap's execution. However there was also a frankly botched raise; $5 was absurdly low in my view. Negatives from this Q: I personally am discounting the [--] chiller order potential without the pilot just mentally. I don't want to underwrite that. I personally wouldn't bring it up until it was far closer to completion as it just sounds too good to be true and will invite short"  
[X Link](https://x.com/anyuser/status/1955666952312991951)  2025-08-13T16:25Z 15K followers, 25K engagements


"What will autonomous vehicles humanoids drones smart factories and MNOs all increasingly require The ability to easily deploy secure and private 5G networks"  
[X Link](https://x.com/anyuser/status/1957490301041328534)  2025-08-18T17:10Z 15K followers, 26.6K engagements


"$FEIM - not a huge number but definitely material and exciting. Whats more exciting is that the Patriot missile refresh should be a big happening for next few years particularly for involved small defense names. Frequencys involvement speaks to the quality of their tech"  
[X Link](https://x.com/anyuser/status/1959967051897766169)  2025-08-25T13:12Z 15K followers, [----] engagements


"@Citrini7 Hawk in the park before a Powell speech"  
[X Link](https://x.com/Mike10947310/status/1960509728313786795)  2025-08-27T01:08Z 15K followers, [----] engagements


"When I read this its hard for me not to think that $ALTS does something like $DJT or $NMAX or Trumpcoin. The tokenomics are insane. Then again I think who doesnt know this Why hasnt it run up in anticipation much more My best answer is: [--]. Its kinda complex for retail (like your buddy who is always late to every trend) [--]. Crypto people are just playing it via perps or spot they dont usually do stocks [--]. Who is going to pitch this to their PM So many funds arent playing Does this sound convincing or is there something I am missing that explains the lack of an insane run up on the literal"  
[X Link](https://x.com/Mike10947310/status/1960866029237887345)  2025-08-28T00:44Z 15K followers, 32.8K engagements


"New writeup coming out soon w/ @everyonehatesp1. It'll be in the usual place. Having recently written about a few large caps (by which I mean $300-800m companies ha-ha) had to return to roots. This is a true microcap and there's certainly some hair but potentially lots of opportunity for a real inflection. Keep an eye out"  
[X Link](https://x.com/Mike10947310/status/1961116251662524776)  2025-08-28T17:18Z 15K followers, 17.6K engagements


"Published my and @everyonehatesp1 writeup on $AMPG. Will share bullets here sometime soon since I know many not on Stack. Btw as we saw post great $FEIM earnings you cant borrow conviction (went to $18s now at $33). Do your own work or else you wont know what you own. Its a recipe to sell at a local minima. And keep in mind I am as fallible as anyone. Remember I thought wed have a correction literally [--] days ago"  
[X Link](https://x.com/Mike10947310/status/1961174352118137077)  2025-08-28T21:09Z 15K followers, 60.9K engagements


"$FEIM anyone A plane carrying Ursula von der Leyen was forced to land in Bulgaria using paper maps after suspected Russian GPS jamming disabled all navigation systems at Plovdiv Airport Financial Times reports. The aircraft circled for an hour before landing manually. https://t.co/4iNVsopjDl A plane carrying Ursula von der Leyen was forced to land in Bulgaria using paper maps after suspected Russian GPS jamming disabled all navigation systems at Plovdiv Airport Financial Times reports. The aircraft circled for an hour before landing manually. https://t.co/4iNVsopjDl"  
[X Link](https://x.com/Mike10947310/status/1962651527971016716)  2025-09-01T22:59Z 15K followers, 14.1K engagements


"The LOIs keep expanding for $AMPG. $2.5m doesnt seem like a lotbut it is when you realize they did $11m in revenues in [--] I think when/if they get a third MNO this will become unignorable. Threes a pattern"  
[X Link](https://x.com/anyuser/status/1962860204552323182)  2025-09-02T12:48Z 15K followers, 12.4K engagements


"The language on the $FEIM recent 10-K is less circumspect than on their last earnings call. For a company with highly conservative management this is meaningful and quite positive: "We foresee continued long-term growth within our primary markets: space navigation secure communication and timing. Our technical expertise enables us to win new contracts and maintain strong gross margins. The current administration in Washington has demonstrated strong support for both space and defense initiatives. Although there are ongoing discussions regarding changes to the space architecture and"  
[X Link](https://x.com/Mike10947310/status/1963695437644435528)  2025-09-04T20:07Z 15K followers, 21.4K engagements


"The market has evolved or maybe devolved into one where the second half of the risk/reward ratio can more and more come from themes (momentum) memes (hype) and dreams (growth). I think the reason pure value investors are often frustrated is that they are definitionally right that one should invest when the valuation significantly provides a margin of safety (risk) for a certain level of return (reward). But their assessment of the sources of rewarddiscounted cash flowsis incongruent with the market we are in. Put another way the money more and more is in the multiple which can be driven by"  
[X Link](https://x.com/Mike10947310/status/1964741603408359607)  2025-09-07T17:24Z 15K followers, 33.7K engagements


"Twitter friends I am trying something newI am trying to limit my time on Twitter for the next month and see how it changes my research process. So if I dont respond to a DM I will get to it within a few days but I wont be as active. Still feel free to ping me ofc. Theres so much idea flow these days on Fintwit that ironically I feel like I need to minimize my exposure to it to be able to focus on developing conviction for a smaller subset of the most exciting ideas"  
[X Link](https://x.com/Mike10947310/status/1965182220387184911)  2025-09-08T22:35Z 15K followers, 22K engagements


"This is a great case study in people who actually read and understand a stock vs. people who only look at immediate numbers. Just read the $FEIM press release. Total deja vu here"  
[X Link](https://x.com/anyuser/status/1966236130015313960)  2025-09-11T20:23Z 15K followers, 22.2K engagements


"I was adding $FEIM into the selloff on Friday. There's a lot I could say but four points revealed on the call/PR have deepened my conviction: [--]. Management has confirmed Golden Dome Patriot Refresh B2 bomber THAAD drone spending etc. to all be tailwinds. They sound highly optimistic saying on call quote "this is not your grandfather's Frequency". This is a bold statement of purpose for a management team that's highly conservative. [--]. The optimism is backed by capital allocation. Last year they paid out cash flows as a dividend. Now they're instead doing a $20m buyback. The company reads the"  
[X Link](https://x.com/anyuser/status/1967391353262006547)  2025-09-15T00:53Z 15K followers, 43K engagements


"Things are getting exciting w/ direct to device which should benefit $AMPG. First you have Musk saying this about direct-to-device: So the phones that are able to use the spectrum that was acquired probably start shipping in around two years. And then we also need to build the satellites that are going to communicate on those frequencies. So in parallel we're building the satellites and working with the handset makers to add these frequencies to the phones. Now you have Viasat with this out: Viasat is $AMPG largest customer. It would surprise me to see large orders from them this year similar"  
[X Link](https://x.com/Mike10947310/status/1967686146516828547)  2025-09-15T20:25Z 15K followers, 13.6K engagements


"$ASTS is obviously implicated but something that stood out was Elon mentioning phone hardware would have to evolve to make this feasible. Whats the best pure play on that Because that stock when this happens will do something silly. $ASTS *SPACEX: PLANS TO HAVE SOME TESTS ON PHONES LATE [----] BBG $ASTS *SPACEX: PLANS TO HAVE SOME TESTS ON PHONES LATE [----] BBG"  
[X Link](https://x.com/Mike10947310/status/1967977178047692874)  2025-09-16T15:41Z 15K followers, 25.5K engagements


"Not bullish quantum computing actually doing anything for years but bullish on quantum capex (obviously). Its a race tech giants have to run. When you realize quantum computers require large numbers of cryogenic LNA scaling with qubits and these go for $5k+ eachits not the worst beta to have. Currently IBM which is doing surprisingly well in quantum uses a European manufacturer which they originally designed for. But they have previously had tests with $AMPG per IR. At some point youd think this becomes a supply chain priority especially with companies like $SKYT meeting in DC last week with"  
[X Link](https://x.com/Mike10947310/status/1969025741305078104)  2025-09-19T13:08Z 15K followers, 34.3K engagements


"Whats everyones best pitch right now And whats the number [--] thing you want solved or an expert opinion on for it For interesting pitches happy to try and use my network on here to get an answertheres so many siloed people with insane expertise"  
[X Link](https://x.com/Mike10947310/status/1970201979696881963)  2025-09-22T19:02Z 15K followers, 17.2K engagements


"If you think about the admin moving to secure lithium it makes sense to me to assume next focus will be uranium"  
[X Link](https://x.com/anyuser/status/1971372319676432694)  2025-09-26T00:32Z 15K followers, 10.4K engagements


"Few stocks Im interested in looking into right now and why: $AEC - think uranium refining is going to be a focus of gov industrial push (they have one of three workable mills in US + $UEC owns a major stake and is looking to start a refining arm) $PPTA - antimony is as necessary a critical mineral for defense and John Paulson owns a majority and is buddies with Trump decent shout for a gov partnership $AMPG - been selling off on little news. Regardless of quantum debates on here (largely agree with Shkreli on the actual use cases) companies like IBM are building qubits that need LNA and new"  
[X Link](https://x.com/Mike10947310/status/1972323616101462436)  2025-09-28T15:32Z 15K followers, 87.9K engagements


"Basically back to where we were on $FEIM before earnings. Meanwhile gov has only been focusing more on PNT and quantum sensing. Think there's a chance of just waking up some day to very good news on one of these programs based on mgmt's inflection in tone. I was adding $FEIM into the selloff on Friday. There's a lot I could say but four points revealed on the call/PR have deepened my conviction: [--]. Management has confirmed Golden Dome Patriot Refresh B2 bomber THAAD drone spending etc. to all be tailwinds. They sound highly I was adding $FEIM into the selloff on Friday. There's a lot I could"  
[X Link](https://x.com/anyuser/status/1973067491933855749)  2025-09-30T16:48Z 15K followers, 25K engagements


"Nice to see $AMPG pursuing dronesit always made sense to me as a market to pursue. If you don't want your drones to be jammed it's nice to have an amplifier that picks your RF out of the noise. Think this is likely a large and in-demand TAM. Also I don't think you want a foreign company making radios for your drones but that's just me. ORAN makes sense here to me. Also LinkedIn alpha remains undefeated"  
[X Link](https://x.com/Mike10947310/status/1973808368700580333)  2025-10-02T17:52Z 15K followers, 31.5K engagements


"Its somewhat obvious though not yet fully reflected by the job markets but with AI I think the value of being good at problems with a discrete answer will go down exponentially and the value of being good at problems with no direct answer will earn a huge premium"  
[X Link](https://x.com/Mike10947310/status/1974930594040840433)  2025-10-05T20:12Z 15K followers, [----] engagements


"Quantum sensing is changing the world of navigation defense security trading etc. right now. Computing is years away though ahead of schedule. People clearly dont realize that there are amazing applications for sensing and its real and its here. That boggles my mind a bit"  
[X Link](https://x.com/anyuser/status/1975263404861395319)  2025-10-06T18:14Z 15K followers, 26.4K engagements


"$IONR finally moving like other metals names key here is that this asset is really good and rather unique in the US with its high concentration of boron. John Arnold is a large shareholder and while left leaning most of his funding is non-partisan. They got a large DOE loan to develop this project already but I do think its a gov stake candidate (unless John determined to be too leftist or something) but candidly he seems like a guy just fighting for his views on whats best for America in a non partisan way. Pure speculation but a reasonable candidate in the gov metals stake sweepstakes imho."  
[X Link](https://x.com/Mike10947310/status/1975963879092941074)  2025-10-08T16:37Z 15K followers, 15.1K engagements


"This is the must watch on $IONR https://youtu.be/latWMHxkWc0si=ES7RyQucCFjn98xw https://youtu.be/latWMHxkWc0si=ES7RyQucCFjn98xw"  
[X Link](https://x.com/Mike10947310/status/1976303337269022739)  2025-10-09T15:06Z 15K followers, 10.8K engagements


"Obviously all illiquid microcaps that have run this year will be indiscriminately sold on risk-off but this seems to be like it should be very bullish for vertically integrated American companies making critical comms components such as $AMPG $FEIM $NTGR (not American manuf but trustworthy western supply chain) etc. https://twitter.com/i/web/status/1976702732330205524 https://twitter.com/i/web/status/1976702732330205524"  
[X Link](https://x.com/Mike10947310/status/1976702732330205524)  2025-10-10T17:33Z 15K followers, 17.7K engagements


"MP materials was a sea change. The US Gov nationalizing a business is an acknowledgement of deep vulnerability. Everything is being bid up indiscriminately now and maybe a detente will end in sharp sell offs in some of the more memey names. But in general LT a US gov that supports REE and mining should cause a sector wide rerate from very low expectations. Thats the sort of megatrend that is really exciting and potentially lucrative. Few stocks Im interested in looking into right now and why: $AEC - think uranium refining is going to be a focus of gov industrial push (they have one of three"  
[X Link](https://x.com/Mike10947310/status/1977176835646476628)  2025-10-12T00:57Z 15K followers, 49.1K engagements


"People dont realize but Ioneer will have refining capacity for its lithium. And as we all know rare earths themselves arent rare $IONR. https://www.ioneer.com/rhyolite-ridge-project/about-rhyolite-ridge/processing-facilities/ https://www.ioneer.com/rhyolite-ridge-project/about-rhyolite-ridge/processing-facilities/"  
[X Link](https://x.com/Mike10947310/status/1978086128138834167)  2025-10-14T13:10Z 15K followers, [----] engagements


"Soham and @pennycheck absolutely killed it on $LPTH. $LPTH the gift that keeps giving just crossed $10. Fortunate to have entered at $2.42 riding the narrative waves from defence to counter-UAS and now rare earths. Special shoutout @beach_trades who's been on it even longer than I. And credit @pennycheck and @Mike10947310 for $LPTH the gift that keeps giving just crossed $10. Fortunate to have entered at $2.42 riding the narrative waves from defence to counter-UAS and now rare earths. Special shoutout @beach_trades who's been on it even longer than I. And credit @pennycheck and @Mike10947310"  
[X Link](https://x.com/Mike10947310/status/1978144076387020882)  2025-10-14T17:01Z 15K followers, 17.6K engagements


"If quantum sensing was just called something like advanced sensing technology these names would be much higher imo. I think the quantum just distracts everyone at this point :) ☺ The public and investors may not yet understand the significance of quantum sensing but the ppl in charge of technology at the DoD and other governments do. I'm grateful to @Mike10947310 & @pennycheck for validating the thesis early on and bringing a wealth of info forward ☺ The public and investors may not yet understand the significance of quantum sensing but the ppl in charge of technology at the DoD and other"  
[X Link](https://x.com/Mike10947310/status/1979302517075763305)  2025-10-17T21:44Z 15K followers, 13K engagements


"Here is a counter argument for a market top there is a future where the catalyst path for the market is very strong: Negativity is widespread [--]. CNN gauge recently reached extreme fear [--]. Some labor weakness worries [--]. Private credit seen as a black swan What are the issues [--]. China decoupling (but seems to be deescalating and I think we can get a deal) [--]. Gov shutdown ongoing (I think eventually the gov opens up) [--]. Financials contagion worries (idk but I just dont think we see a large scale melt down from Tricolor and First brands) [--]. Inflation resurgence Perhaps but one way or another Fed"  
[X Link](https://x.com/Mike10947310/status/1980288896203096313)  2025-10-20T15:03Z 15K followers, 43.1K engagements


"Many people I talk to myself included are feeling real pain in our portfolios these past two weeks. $IWM has diverged particularly harshly from Qs. In smaller caps which are less liquid selloffs are much harsher. And $IWM composition has a ton of momentum factor (look at top holdings like $OKLO $BE). My mindset is to sell those positions that you are at all uncertain about dont redeploy that and very very slowly begin adding to high conviction ideasmore to avoid the sensation of doing nothing rather than actually size up. If you have a +50% or +30% year you still are winning. So do what it"  
[X Link](https://x.com/Mike10947310/status/1981044495950262527)  2025-10-22T17:06Z 15K followers, 18.7K engagements


"China deal done (yes not really but there is some resolution). Real sanctions causing Putin paranoia (hastens the end of the war). [--] million people going off food stamps and seeing insurance sticker price hikes (likely hastens gov reopening and probably doesnt really dampen spend given our K-economy). It seems like the below path may be playing out into EOY. Here is a counter argument for a market top there is a future where the catalyst path for the market is very strong: Negativity is widespread [--]. CNN gauge recently reached extreme fear [--]. Some labor weakness worries [--]. Private credit"  
[X Link](https://x.com/Mike10947310/status/1982523627074355706)  2025-10-26T19:04Z 15K followers, 28.1K engagements


"$BE has gone from $18 - $129 essentially on the realization that fuel cells can use nat gas to powers data centers. Its now at $30B market cap. $BW even after this move is at $450m ish. But its clear that nat gas can be used to power boilers and steam turbines to power data centers. They just signed a deal with $APLD that: 1) Probably is the first of more 2) Alone represents a truly transformative revenue opportunity I am shocked it is not up more. I think people are price anchoring since $BW has run so hard already + shaky small caps lately. But the thing is it might be a better r/r here"  
[X Link](https://x.com/Mike10947310/status/1985958870242435272)  2025-11-05T06:34Z 15K followers, 71.5K engagements


"Glass substrates potentially intriguing emerging theme :) @pennycheck Nitto Boseki ($3110.T) is the real deal. Only supplier of specialized glass fibre for chip packaging and high-speed networking switches. Jensen Microsoft AMD execs all flying to Tokyo to guarantee supply. Feels like their pricing power is infinite here. https://t.co/O3WuFcMuDC Nitto Boseki ($3110.T) is the real deal. Only supplier of specialized glass fibre for chip packaging and high-speed networking switches. Jensen Microsoft AMD execs all flying to Tokyo to guarantee supply. Feels like their pricing power is infinite"  
[X Link](https://x.com/Mike10947310/status/1988726905210830943)  2025-11-12T21:53Z 15K followers, 47.3K engagements


"Market happening I have observed a lot: small defense implicated in defense priorities (DEW hypersonics etc) rerating as the world grows multipolar and national strategy turns toward acknowledging spheres of influence. While many names are no longer cheap many small defense companies are ripe for stock picking still and are remain broadly overlooked"  
[X Link](https://x.com/Mike10947310/status/2012950976882262420)  2026-01-18T18:11Z 15K followers, [----] engagements


"Something really helpful for investing I have found is just permitting myself to simply play in whatever is currently a comparatively easy sector to focus on. For example I think a lot of extremely smart people are having high level debates on SAAS companies. Many will probably make fortunes (I hope). But the whole debate the daily moves the narrative shifts just seem so incredibly difficult. Semicap and defense and bottlenecks broadly on critical economic areas are just simpler to play in right now. The macro is broadly positive. Theres lots of market appetite for re-ratings. Theres tons of"  
[X Link](https://x.com/Mike10947310/status/2013841881109496053)  2026-01-21T05:11Z 15K followers, 10.7K engagements


"Why is semicap down did anyone listen to $INTC actual statements"  
[X Link](https://x.com/Mike10947310/status/2014726669563478523)  2026-01-23T15:47Z 15K followers, 16.4K engagements


"A few weeks/months after 11/21/24 we should have an update on $FNCH per the due dates for final post trial motions. Finch will want $75m (3x initial award) and then will probably want attorney's fees but will be tabulating that later since they are still accruing. Could be another $10m+. I think market will be impatient/forget about it for a few months then it probably trades up a bit into the New Year. Not going to speculate their chances of winning treble damages but historically for wilful infringement it's 50%+. Still my largest position."  
[X Link](https://x.com/Mike10947310/status/1836133853465055269)  2024-09-17T20:03Z 15K followers, [----] engagements


"$FNCH reply briefs are out. Based on past timelines judge should issue a ruling w/rt treble damages JMOL etc in Feb or March. On first pass nothing super interesting jumps out. I do not really think there is any marginal info to move the needle either way here from the original (and imo correct) ruling. Here is my complete guess: judge increases damages to $50m originally sought. https://twitter.com/i/web/status/1861802780798935482 https://twitter.com/i/web/status/1861802780798935482"  
[X Link](https://x.com/Mike10947310/status/1861802780798935482)  2024-11-27T16:02Z 15K followers, [----] engagements


"$DGHI So I dug into this. No comment on EV/EH but their EV/MW methodology is flawed. Really Tier [--] data centers are applicable to HPC and they dont have 100mw of Tier [--] power. However they do have 33mw for their Alabama site which still implies a cap of 330m+ based on comps. But they only expect 5mw of that to come online in early [--] so you have to discount that pretty heavily. On the other hand if they were to strike and HPC deal thats what would cause a rerate and that would occur 6-12 months ahead of power first coming online so likely this year. All this is disregarding other biz ops. So"  
[X Link](https://x.com/Mike10947310/status/1886502293727522994)  2025-02-03T19:49Z 15K followers, 11.1K engagements


"I was just about to highlight $FNCH decision coming up soon but was beaten to it. Given that the stock is basically trading at NPV or below with the prior decision (thought itd be more like $15-17 right now) I have to think this is a great setup. Plus if any case qualified for treble damages youd think this would. $FNCH finally waking up. Judge Hall's decision on trebled damages is expected in the next [--] days. If trebled royalty and damages are granted (plus repayment of attorney fees down the road) stock will likely triple. Not for the faint-hearted but good r/r here. $FNCH finally waking"  
[X Link](https://x.com/Mike10947310/status/1888008365655331014)  2025-02-07T23:34Z 15K followers, 11.9K engagements


"What stock is working well for you this Nov and why"  
[X Link](https://x.com/Mike10947310/status/1989194334055342568)  2025-11-14T04:51Z 15K followers, 10.3K engagements


"In investing I feel like you are better off swinging for doubles than trying to hit a grand slam (those are too hard to predict). So what's your favorite name that will double this year"  
[X Link](https://x.com/Mike10947310/status/1904522203321729179)  2025-03-25T13:14Z 15K followers, 49.3K engagements


"Mike is extremely underfollowed has a great name and knows defense (and more) cover to cover. This is a great thread for idea gen: The final link and probably the most profitable drone components Here is my favorite ideas. Again in ranking of conviction The final link and probably the most profitable drone components Here is my favorite ideas. Again in ranking of conviction"  
[X Link](https://x.com/Mike10947310/status/1961587453984199148)  2025-08-30T00:31Z 15K followers, 14.8K engagements


"First win of the year for $FEIM hopefully of many"  
[X Link](https://x.com/Mike10947310/status/2008560057060127062)  2026-01-06T15:23Z 15K followers, [----] engagements

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