# ![@NickCortellucci Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::556356500.png) @NickCortellucci Nicholas Cortellucci, CFA

Nicholas Cortellucci, CFA posts on X about $mpti, $ftgto, $impto, $zdcv the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::556356500/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::556356500/c:line/m:interactions.svg)

- [--] Week [------] +452%
- [--] Month [------] -51%
- [--] Months [-------] +221%

### Mentions: [--] [#](/creator/twitter::556356500/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::556356500/c:line/m:posts_active.svg)

- [--] Months [--] +290%

### Followers: [-----] [#](/creator/twitter::556356500/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::556356500/c:line/m:followers.svg)

- [--] Week [-----] +2%
- [--] Month [-----] +3.30%
- [--] Months [-----] +63%

### CreatorRank: [---------] [#](/creator/twitter::556356500/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::556356500/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  20.59% [countries](/list/countries)  6.86% [stocks](/list/stocks)  6.86% [cryptocurrencies](/list/cryptocurrencies)  4.9% [travel destinations](/list/travel-destinations)  0.98%

**Social topic influence**
[$mpti](/topic/$mpti) #2, [$ftgto](/topic/$ftgto) #2, [$impto](/topic/$impto) #1, [$zdcv](/topic/$zdcv) #1, [$ffhto](/topic/$ffhto) #13, [$csuto](/topic/$csuto) #48, [in the](/topic/in-the) 6.86%, [strong](/topic/strong) 6.86%, [$coda](/topic/$coda) #4, [we are](/topic/we-are) 6.86%

**Top accounts mentioned or mentioned by**
[@kairospraxis](/creator/undefined) [@atriumresearch](/creator/undefined) [@majgeoinvesting](/creator/undefined) [@brownmarubozu](/creator/undefined) [@msmicrocaps](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@jeremie0117](/creator/undefined) [@blackscholesman](/creator/undefined) [@onecentinvest](/creator/undefined) [@wealthmatica](/creator/undefined) [@capstackcapital](/creator/undefined) [@deepsailcapital](/creator/undefined) [@aurelionrsch](/creator/undefined) [@irrationalmrkts](/creator/undefined) [@cj0pp3l](/creator/undefined) [@simeonresearch](/creator/undefined) [@tidefallcapital](/creator/undefined) [@atriumresearchs](/creator/undefined) [@geoinvesting](/creator/undefined) [@iancassel](/creator/undefined)

**Top assets mentioned**
[Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [Legacy Education Inc. (LGCY)](/topic/$lgcy) [Velo (VELO)](/topic/$velo) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@naubzie It never swings too much on earnings but over the coming week or so it will react $FFH.TO"  
[X Link](https://x.com/NickCortellucci/status/2021795111630217598)  2026-02-12T03:54Z [----] followers, [---] engagements


"Notebook LLM is insane. Look at this summary of our thesis in $DWS.V"  
[X Link](https://x.com/NickCortellucci/status/2021631811353497992)  2026-02-11T17:05Z [----] followers, [----] engagements


"Great overview below $ROMJ.V $ROMJF 1/ $ROMJ.V $ROMJF is quietly building a premium cannabis powerhouse in Canada. With 6% of the premium market award-winning brands and international test shipments underway the setup looks solid. But financials may get messy short-term as Cascadia ramps up. Here's what stands 1/ $ROMJ.V $ROMJF is quietly building a premium cannabis powerhouse in Canada. With 6% of the premium market award-winning brands and international test shipments underway the setup looks solid. But financials may get messy short-term as Cascadia ramps up. Here's what stands"  
[X Link](https://x.com/NickCortellucci/status/1994049340554526866)  2025-11-27T14:23Z [----] followers, [----] engagements


"Are compounders back $TVK.TO and $FFH.TO ripping. $CSU.TO next"  
[X Link](https://x.com/NickCortellucci/status/1999129011339874752)  2025-12-11T14:47Z [----] followers, [----] engagements


"$TGH.V Acquired Nice win here. Taken out at a 70% return from originally buying at $1.10 just [--] months earlier. Takeout premium was very low which was strange but I heard that this deal was in the works for a long time. Perfect type of company for my investment style simple company growing 20% annually trading for single digit multiples of EBITDA/earnings. @onecentinvest @KairosPraxis https://twitter.com/i/web/status/2006426301737910361 https://twitter.com/i/web/status/2006426301737910361"  
[X Link](https://x.com/NickCortellucci/status/2006426301737910361)  2025-12-31T18:04Z [----] followers, [---] engagements


"@BrownMarubozu @KairosPraxis @wealthmatica Other stuff I may buy: $BDT.TO $LGCY $SEZL $CEGH Anything else I should have on my radar that fits with my style"  
[X Link](https://x.com/NickCortellucci/status/2006426415953072347)  2025-12-31T18:05Z [----] followers, [----] engagements


"@onecentinvest Good numbers given the tough comp period. Q3 last year was their previous record quarter. Might sell off tomorrow but these numbers are solid will buy more $DBO.TO"  
[X Link](https://x.com/NickCortellucci/status/2021351098565656880)  2026-02-10T22:30Z [----] followers, [----] engagements


"@TidefallCapital Yeah it ripped super fast when people caught wind of the SSS growth. They can probably grow at 20% with some of the best margins in the space. And you don't have to worry about Claude"  
[X Link](https://x.com/NickCortellucci/status/2021439030639067559)  2026-02-11T04:19Z [----] followers, [--] engagements


"Building a position in this one $LGCY. Good thread below 👇 1/ $LGCY is one of the most asymmetric opportunities in the market yet everybody ignores it. It's an education company growing like a data center business. It has secular tailwinds and the valuation is attractive. Here is why $LGCY is a 3x opportunity: 🧵 https://t.co/MfxiVFrgWh 1/ $LGCY is one of the most asymmetric opportunities in the market yet everybody ignores it. It's an education company growing like a data center business. It has secular tailwinds and the valuation is attractive. Here is why $LGCY is a 3x opportunity: 🧵"  
[X Link](https://x.com/NickCortellucci/status/2018078913730142540)  2026-02-01T21:48Z [----] followers, [----] engagements


"Great introduction to $LGCY below Does anyone have the bear case or pushbacks Seems like a pretty air tight thesis and cheap valuation. New microcap stock introduction: $LGCY Legacy Education. Profitable growth since the Sept [----] IPOand an acquisition catalyst could be next.👍 https://t.co/bLp0SEOhmc New microcap stock introduction: $LGCY Legacy Education. Profitable growth since the Sept [----] IPOand an acquisition catalyst could be next.👍 https://t.co/bLp0SEOhmc"  
[X Link](https://x.com/NickCortellucci/status/2019949580406628844)  2026-02-07T01:41Z [----] followers, [----] engagements


"I have started to think that becoming much more diversified makes sense in this market given that there seems to be multi-bagger opportunities popping up everywhere. Not saying that the market is cheap. Getting more at-bats/shots-on-goal is a better strategy in the current regime as idea generation is becoming easier via fintwit. I will shoutout @Atrium_Researchs takeouts portfolio that is equally weighted across [--] top multi-bagger ideas and has largely beat the market. You dont need a 30% weighting in [--] high conviction name to do well"  
[X Link](https://x.com/NickCortellucci/status/2006421962965348820)  2025-12-31T17:47Z [----] followers, [---] engagements


"$FFH.TO - Added Chugging along as expected. Q3 was solid across the board. Estimates for [----] are very conservative IMO. Got added to the TSX [--] which was a long-time coming. Still chronically under-owned institutionally. I need to get my hands on that book. @BrownMarubozu @VikingVan100 are the goats on this one. https://twitter.com/i/web/status/2006422178649223442 https://twitter.com/i/web/status/2006422178649223442"  
[X Link](https://x.com/NickCortellucci/status/2006422178649223442)  2025-12-31T17:48Z [----] followers, [----] engagements


"🔍New Initiation Report🔎 Ecora is copper-focused royalty play transitioning from coal to critical minerals with diversified high-quality assets in top jurisdictions and strong growth expected through [----]. Stock is cheap in our view. $ECOR.TO $ECOR.L Our team has published an initiation report on Ecora Royalties PLC (LSE/TSX: ECOR OTCQX: ECRAF). Ecora is a leading royalty company focusing on critical minerals (predominantly copper). The Company has shifted its exposure from coal to base metals and the market has not fully https://t.co/fm3yGhyZ3E Our team has published an initiation report on"  
[X Link](https://x.com/NickCortellucci/status/2021962505070031276)  2026-02-12T15:00Z [----] followers, [----] engagements


"Some thoughts on the growing defence sector and a list of small-caps which we believe are key beneficiaries 👇 $CGY.TO $OML.V $OPXS $MPTI $BOSC $ISSC $CODA Our team has published a thematic research note on small-caps that are positioned to benefit from the multi-year defence spending cycle. As Canada and its NATO allies prioritize military readiness this report explores how a surge in defence spending is creating outsized https://t.co/7Bx9mbUcYs Our team has published a thematic research note on small-caps that are positioned to benefit from the multi-year defence spending cycle. As Canada"  
[X Link](https://x.com/anyuser/status/1947351663355760988)  2025-07-21T17:43Z [----] followers, [----] engagements


"Q3 Portfolio Update YTD Performance: +22% $FFH.TO - 15% $TVK.TO - 14% $MDA.TO 10% $PNG.V 9% $CSU.TO 7% $FTG.TO - 7% $MPTI - 6% $PPIH - 6% $CODA - 6% $VLN.TO - 5% $LOVE.V - 5% $TGH.V - 5% $ZDC.V - 5% $IMP.TO - 5% $VST.CN - 2% Thoughts on each below 💭 https://twitter.com/i/web/status/1973497548406137105 https://twitter.com/i/web/status/1973497548406137105"  
[X Link](https://x.com/anyuser/status/1973497548406137105)  2025-10-01T21:17Z [----] followers, 13.7K engagements


"$PNG.V Trimmed While I love everything about this company I have started to trim in recent weeks to put capital into some new ideas. Q2 was nothing special but mgmt maintained guidance. Solid $13M contract signed and that Anduril Australia contract could provide $200M in revenue. If this Anduril deal implies what everyone thinks it does PNG could be attractively priced again. Manufacturing capacity would need to ramp quickly as well"  
[X Link](https://x.com/anyuser/status/1973498322171138183)  2025-10-01T21:20Z [----] followers, [---] engagements


"Wrapping up day [--] with our key takeaways top ideas and a few names that we wished would have attended including $CODA $ISSC $TIKK $BUKS $KLNG $SIF Great session @majgeoinvesting @SebKrog Closing session - in [--] min (Oct [--] 12:50 PM ET) Maj Soueidan (@majgeoinvesting) Nicholas Cortellucci (@NickCortellucci) & Sebastian Krog (@SebKrog) A roundtable on the biggest takeaways standout companies and follow-up ideas worth deeper research. https://t.co/hnMkYTckcp Closing session - in [--] min (Oct [--] 12:50 PM ET) Maj Soueidan (@majgeoinvesting) Nicholas Cortellucci (@NickCortellucci) & Sebastian Krog"  
[X Link](https://x.com/anyuser/status/1983589699110240699)  2025-10-29T17:40Z [----] followers, [----] engagements


"Q4 Portfolio Update [----] Performance: +27% $FFH.TO - 14% $TVK.TO - 14% $PPIH - 8% $PNG.V 7% $FTG.TO - 7% $LOVE.V - 7% $MDA.TO 6% $ZDC.V - 5% $CODA - 5% $CSU.TO 5% $MPTI - 5% $VST.CN - 5% $VLN.TO - 4% $TOI.V 4% $IMP.TO - 2% $DBO.TO - 1% Lets run it 👇 https://twitter.com/i/web/status/2006421756001587521 https://twitter.com/i/web/status/2006421756001587521"  
[X Link](https://x.com/anyuser/status/2006421756001587521)  2025-12-31T17:46Z [----] followers, 13.6K engagements


"$LGCY still going beastmode. Ripping AH"  
[X Link](https://x.com/NickCortellucci/status/2022058072202784940)  2026-02-12T21:19Z [----] followers, [----] engagements


"@KyleAdamsStocks We dont even need acquisitions. Organic growth alone will make this stock a winner $LGCY"  
[X Link](https://x.com/NickCortellucci/status/2022165819225149675)  2026-02-13T04:27Z [----] followers, [----] engagements


"General Comments YTD returns stalled a bit from my last update as I put some new capital to work. Diversifying the portfolio a lot more here just given there are lots of good ideas out there. Overall pleased with the portfolio think these names still have runway despite markets at all-time highs"  
[X Link](https://x.com/anyuser/status/1973497790262100060)  2025-10-01T21:18Z [----] followers, [---] engagements


"$MDA.TO Added As mentioned prior I have been buying on the dips and continued to do so on the Echostar contract loss. Not their fault. Q2 was monster with 54% revenue growth and 57% EBITDA growth. Encouraging new signings following the lost contract. MDA still has potential to grow at 20% for multiple years ahead"  
[X Link](https://x.com/anyuser/status/1973498155271442503)  2025-10-01T21:20Z [----] followers, [---] engagements


"$CSU.TO Added Bought the dip. Sad to hear about Mark. If you have studied CSU over the years and their decentralized model there is much less key man risk than most people think. Mark Miller immediately buying $1M and the chairman buying $730K tell you everything you need to know"  
[X Link](https://x.com/anyuser/status/1973498456615407732)  2025-10-01T21:21Z [----] followers, [---] engagements


"$MPTI New Position You can probably see a theme here of increasing defence exposure. High quality name with consistent growth. Also a supplier to Anduril. Large cash balance and eyeing M&A opportunities. Decent Q2 with revenue up 13% backlog up 35% but lower margins. Signed a new contract two weeks ago (value undisclosed). @CapstackCapital is the man to follow for this name. https://twitter.com/i/web/status/1973498767547711861 https://twitter.com/i/web/status/1973498767547711861"  
[X Link](https://x.com/anyuser/status/1973498767547711861)  2025-10-01T21:22Z [----] followers, [---] engagements


"$PPIH Added Been adding consistently through the quarter before and after the hype. Q2 was disappointing with lower margins as the key point. Had some one-time costs for the CEO transition and Qatar factory ramp so we will see if margins come back next quarter. Revenue growth and backlog still grew nicely. Company announced a strategic review which is a mistake in my view. Recently announced $30M in contracts and a new approval from Saudi Aramco. @KyleAdamsStocks recently interviewed management and will be posting the takeaways"  
[X Link](https://x.com/anyuser/status/1973498968954007920)  2025-10-01T21:23Z [----] followers, [---] engagements


"$LOVE.V Added Monster Q2 with revenue up 40% and EBITDA up 173%. Sold some non-core assets and refinanced their debt. Everything going to plan but its going to always be an upward battle getting investors to look at cannabis stocks again. Still very cheap imo"  
[X Link](https://x.com/anyuser/status/1973499360555180156)  2025-10-01T21:24Z [----] followers, [---] engagements


"$VST.CN New Position Starting buying this one in recent weeks as the stock pulled back. Thesis is pretty simple VST is a cheap way to play $NURS.V which is rapidly growing and undervalued. Plus you get the royalty on VSHDOne and the rest of their portfolio for free. Recently launched NCIB and will conduct a webinar on its NAV which should help reduce the discount"  
[X Link](https://x.com/anyuser/status/1973499848977441029)  2025-10-01T21:26Z [----] followers, [----] engagements


"BUT SPONSORED RESEARCH IS BIASED HOW CAN THIS BE 🤯🤯🤯 @Atrium_Research picking the right stories and using research as a professional marketing tool. Our team has published our quarterly recap note for Q3/25. The report includes all the research content we have published throughout the quarter. 🔍 Read the full report below 📰 Disclosure: Disseminated on Behalf of the Companies Mentioned https://t.co/W42iSsUxln Our team has published our quarterly recap note for Q3/25. The report includes all the research content we have published throughout the quarter. 🔍 Read the full report below 📰"  
[X Link](https://x.com/anyuser/status/1973772675584794961)  2025-10-02T15:30Z [----] followers, [----] engagements


"$TGH.V to be acquired. Low premium. Stock could have been a compounder for years to come such a shame. https://www.accessnewswire.com/newsroom/en/industrial-and-manufacturing/tornado-infrastructure-equipment-to-be-acquired-by-the-toro-company-1081846 https://www.accessnewswire.com/newsroom/en/industrial-and-manufacturing/tornado-infrastructure-equipment-to-be-acquired-by-the-toro-company-1081846"  
[X Link](https://x.com/anyuser/status/1975178627013898744)  2025-10-06T12:37Z [----] followers, [----] engagements


"@DeepSailCapital Were going full meme stock $PNG.V"  
[X Link](https://x.com/anyuser/status/1976116578417770889)  2025-10-09T02:44Z [----] followers, [---] engagements


"$FTG.TO top pick from Jeff Tory at the Cantech Conference today"  
[X Link](https://x.com/anyuser/status/1976431208184906207)  2025-10-09T23:34Z [----] followers, 11.5K engagements


"Plus this insider buy $FTG.TO $FTG.TO top pick from Jeff Tory at the Cantech Conference today https://t.co/FJdJUxK93v $FTG.TO top pick from Jeff Tory at the Cantech Conference today https://t.co/FJdJUxK93v"  
[X Link](https://x.com/anyuser/status/1976690949914083591)  2025-10-10T16:47Z [----] followers, [----] engagements


"We are initiating coverage of $ROMJ.V a leading player in premium cannabis in Canada. ROMJ is one of the few high quality names in the sector posting strong revenue growth and margins backed by an elite management team 🌿🥬 Our team has published an initiation report on Rubicon Organics. ROMJ is a Canadian leader in premium certified organic cannabis with a track record of revenue growth and profitability. We are expecting accelerating growth from ROMJ as its new Cascadia facility comes online https://t.co/JdlYRNNMki Our team has published an initiation report on Rubicon Organics. ROMJ is a"  
[X Link](https://x.com/anyuser/status/1978505120108126421)  2025-10-15T16:55Z [----] followers, [----] engagements


"@GavMcCracken @Atrium_Research @GavMcCracken is criminally underfollowed.one of the smartest guys in the sector imo"  
[X Link](https://x.com/anyuser/status/1978830341474222305)  2025-10-16T14:28Z [----] followers, [---] engagements


"Building on our research on the defense sector we are hosting a virtual conference alongside @majgeoinvesting @MSmicrocaps and @GeoInvesting highlighting quality small-caps with exposure to aerospace and defense. Link below. $AUUA.V $BLM.V $BOSC $CMI.V $FTG.TO $IEHC $IMP.TO $MPTI $VELO Our team has published a research package for the Starting 5: Defense Virtual Conference that we are co-hosting with Maj Soueidan from GeoInvesting LLC and MS Microcaps. The booklet includes a Company Spotlight report on all the presenting companies. 🔍 Read the report below https://t.co/jX4xJZ0rLV Our team has"  
[X Link](https://x.com/anyuser/status/1978853139957629260)  2025-10-16T15:58Z [----] followers, 14.9K engagements


"@MSmicrocaps @Atrium_Research @KyleAdamsStocks @LockStockBarrl @dgkunze1 @smcap_thinking @majgeoinvesting This is going to be epic"  
[X Link](https://x.com/anyuser/status/1978910498658664459)  2025-10-16T19:46Z [----] followers, [---] engagements


"And now the big dawg steps in for $75K $FTG.TO. I would have thought he already owns enough stock but at these prices. $FTG.TO top pick from Jeff Tory at the Cantech Conference today https://t.co/FJdJUxK93v $FTG.TO top pick from Jeff Tory at the Cantech Conference today https://t.co/FJdJUxK93v"  
[X Link](https://x.com/anyuser/status/1979649066243117341)  2025-10-18T20:41Z [----] followers, [----] engagements


"Decent contract $VLN.TO $VLNSF"  
[X Link](https://x.com/anyuser/status/1980362329914310854)  2025-10-20T19:55Z [----] followers, [----] engagements


"Stocks pitched at Planet Microcap today $AUUA.V $FTG.TO $XLY.TO $DBO.TO $LIB.V $ZDC.V $DRT.TO $PRL.TO $HAI.TO $MDI.TO $GRID.TO $DB.V $IMP.TO $ECO.TO $KSI.TO $DNG.TO $CGEH $AFN.TO"  
[X Link](https://x.com/anyuser/status/1980776528431759676)  2025-10-21T23:21Z [----] followers, [----] engagements


"@BofaCapital Yessir $FTG.TO. Other favourites include $IMP.TO $DNG.TO $ZDC.V"  
[X Link](https://x.com/anyuser/status/1980792062585807236)  2025-10-22T00:23Z [----] followers, [---] engagements


"Planet MicroCap Toronto was fantastic Thank you @iancassel @BobbyKKraft for curating such a high-quality group of companies and investors Couple @Atrium_Research clients participated if anyone is looking for some research commentary: $BQE.V $ROMJ.V $SBIO.V"  
[X Link](https://x.com/anyuser/status/1981543532650508389)  2025-10-24T02:09Z [----] followers, [----] engagements


"@iancassel @BobbyKKraft @Atrium_Research $DNG.TO as well. They did not attend but it was pitched by @RyanIrvine75 @KeyStocks"  
[X Link](https://x.com/anyuser/status/1981544840216117259)  2025-10-24T02:14Z [----] followers, [---] engagements


"Wow huge move on $HPS.A. I got out at around $125 having originally bought at $20. Why is it so hard to hold onto our winners 🫠"  
[X Link](https://x.com/anyuser/status/1981727660796498254)  2025-10-24T14:21Z [----] followers, [----] engagements


"Our friends at @MSmicrocaps have put together some great overviews of the defense stocks presenting at our virtual conference next week. Check them out below. Starting [--] Virtual Defense Conference ✈ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V https://t.co/m0g8G1ur0t Starting [--] Virtual Defense Conference ✈ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the"  
[X Link](https://x.com/anyuser/status/1981786908419297653)  2025-10-24T18:16Z [----] followers, [----] engagements


"We are live Scott MacFabe of Blumetric Environmental ( $BLMWF / $BLM.V) on revenue breakdown: between Water tech and Professional services [--] streams. Emphasizing a focus on recurring revenue streams and selective/accretive M&A. Q&A kicked off by @NickCortellucci of @Atrium_Research https://t.co/way7LUbkXs Scott MacFabe of Blumetric Environmental ( $BLMWF / $BLM.V) on revenue breakdown: between Water tech and Professional services [--] streams. Emphasizing a focus on recurring revenue streams and selective/accretive M&A. Q&A kicked off by @NickCortellucci of @Atrium_Research"  
[X Link](https://x.com/anyuser/status/1982851695789871328)  2025-10-27T16:47Z [----] followers, [---] engagements


"$MPTI one of my favourite names at our virtual conference On deck/live at the Starting Five Defense Live Virtual Conference - M-tron Ind. ( $MPTI) & Cameron Pforr CEO MPTI is a designer/manufacturer of frequency-control and RF filter solutions for radar EW missile guidance and secure communications. Attendance holding strong at [--]. https://t.co/oScLp02iJq On deck/live at the Starting Five Defense Live Virtual Conference - M-tron Ind. ( $MPTI) & Cameron Pforr CEO MPTI is a designer/manufacturer of frequency-control and RF filter solutions for radar EW missile guidance and secure"  
[X Link](https://x.com/anyuser/status/1982890141170708784)  2025-10-27T19:20Z [----] followers, [----] engagements


"We are live for day [--] $IEHC $BOSC $AUUA.V $HAI.TO $FTG.TO Starting [--] Virtual Defense Conference ✈ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V https://t.co/m0g8G1ur0t Starting [--] Virtual Defense Conference ✈ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V"  
[X Link](https://x.com/anyuser/status/1983178570601234854)  2025-10-28T14:26Z [----] followers, [----] engagements


"Day [--] of the virtual defense conference is now complete. $FTG.TO capping it off on a high $FTGFF $FTG.TO - U.S. Defense spend seems like it will take a nice step up in [----]. https://t.co/MsoEEx3W05 $FTGFF $FTG.TO - U.S. Defense spend seems like it will take a nice step up in [----]. https://t.co/MsoEEx3W05"  
[X Link](https://x.com/anyuser/status/1983227006293610849)  2025-10-28T17:38Z [----] followers, [----] engagements


"LAR could be a home-run deal. Diversifying into Canada in a growing sector while decreasing client concentration. Mgmt looking to double backlog over the next [--] months. Take a look at the deck on their website. $DRX.TO Our team has published a research note on ADF Group inc. ADF provided an update and hosted a conference call to discuss the acquisition of Groupe LAR.ADF plans to double LARs backlog by January [----] benefitting from hydroelectricity dam renovation and construction projects https://t.co/vjsFlWDCBv Our team has published a research note on ADF Group inc. ADF provided an update"  
[X Link](https://x.com/anyuser/status/1983590798060081259)  2025-10-29T17:44Z [----] followers, [----] engagements


"$ARG.TO Our team has published a research note on Amerigo Resources (TSX:ARG) (OTCQX:ARREF). ARG reported its Q3 financials which slightly missed our estimates but the focal point was managements capital allocation efforts. ARG paid off all of its remaining debt subsequent to the https://t.co/JnYl8QSYBq Our team has published a research note on Amerigo Resources (TSX:ARG) (OTCQX:ARREF). ARG reported its Q3 financials which slightly missed our estimates but the focal point was managements capital allocation efforts. ARG paid off all of its remaining debt subsequent to the"  
[X Link](https://x.com/anyuser/status/1983603123068530922)  2025-10-29T18:33Z [----] followers, [----] engagements


"Atrium is [--] years old 👶 Thank you to everyone who has supported us over the years. Stay tuned for the next [--] years and let's see what we can achieve 🥂 🎉 Three years in the books 🎉 We are proud to celebrate our 3rd anniversary at Atrium Research. From publishing impactful reports to connecting with thousands of investors it's been an exciting journey and were just getting started. Thank you to our clients subscribers https://t.co/qqlppC2M6M 🎉 Three years in the books 🎉 We are proud to celebrate our 3rd anniversary at Atrium Research. From publishing impactful reports to connecting with"  
[X Link](https://x.com/anyuser/status/1986856056945860869)  2025-11-07T17:59Z [----] followers, [----] engagements


"@jeremie0117 @AurelionRsch Too easy. $MPTI. Beast company"  
[X Link](https://x.com/anyuser/status/1988705318034079928)  2025-11-12T20:27Z [----] followers, [---] engagements


"$ZDC.V still killing it. Above consensus. Par for the course now lmao"  
[X Link](https://x.com/anyuser/status/1988778257135857726)  2025-11-13T01:17Z [----] followers, [----] engagements


"@CapstackCapital Just saw this. $MPTI is potentially a supplier to Anduril who just signed a $1.1B contract @BlackScholesMan a few months ago they have already implicitly mentioned that Anduril is gonna be a significant customer of them . which is at the same time kind of . obvious i guess @BlackScholesMan a few months ago they have already implicitly mentioned that Anduril is gonna be a significant customer of them . which is at the same time kind of . obvious i guess"  
[X Link](https://x.com/NickCortellucci/status/1965980176430572011)  2025-09-11T03:26Z [----] followers, [---] engagements


"@IrrationalMrkts Also a good benchmark for $TC.TO $TCX"  
[X Link](https://x.com/NickCortellucci/status/1966704138915393681)  2025-09-13T03:23Z [----] followers, [---] engagements


"@DeepSailCapital $IMP.TO $LOVE.V $CODA $MPTI $ZDC.V"  
[X Link](https://x.com/NickCortellucci/status/1968072363754524713)  2025-09-16T21:59Z [----] followers, [---] engagements


"@CapstackCapital Thanks for the commentary. Long $MPTI"  
[X Link](https://x.com/NickCortellucci/status/1971054013027406042)  2025-09-25T03:27Z [----] followers, [--] engagements


"$FFH.TO Unchanged Now my largest position as TVK pulled back. Very active on their NCIB in September adding to the already strong ROE. Q2 was very strong with a fantastic combined ratio of 93.3%. Always have the chance to get added to the TSX [--] and get a bump from that. Fairfax might just be the next Fairfax"  
[X Link](https://x.com/NickCortellucci/status/1973497910361764159)  2025-10-01T21:19Z [----] followers, [---] engagements


"$CODA New Position Recycled some of the $PNG.V profits here prior to their quarter. Q3 was good with revenue up 29% but with lower margins. Building out their defence business so we will see how this plays out. @GrumpierBTDay is much smarter than me on this one"  
[X Link](https://x.com/NickCortellucci/status/1973499113757954234)  2025-10-01T21:23Z [----] followers, [---] engagements


"We are initiating coverage on $GTCH.CN a highly economic development asset in Nevada. We estimate NPV(10%) at $1B assuming $3300/oz with capex of just $227M. Our team has published an initiation report on Getchell Gold Corp. Getchell Gold is the 100% owner of the Fondaway Canyon Gold Project in Nevada which hosts a 2.3Moz resource (Indicated & Inferred) and a robust PEA outlining a 10.5-year mine life.The PEA defined an after-tax https://t.co/nZMMubJycd Our team has published an initiation report on Getchell Gold Corp. Getchell Gold is the 100% owner of the Fondaway Canyon Gold Project in"  
[X Link](https://x.com/NickCortellucci/status/1983202984269107322)  2025-10-28T16:03Z [----] followers, [---] engagements


"$MSA.TO printing cash. Will be even better in Q4 at $4000/oz gold. Pristine balance sheet too. Our team has published a research note on Mineros S.A. MSA reported Q3 financial and operational results that beat our estimates across the board. Revenue came in at $196.0M (+39% YoY) vs. our estimate of $175.6M while operating cashflow (after WC) came in at $77.3M vs. our https://t.co/vJat8bDPfn Our team has published a research note on Mineros S.A. MSA reported Q3 financial and operational results that beat our estimates across the board. Revenue came in at $196.0M (+39% YoY) vs. our estimate of"  
[X Link](https://x.com/NickCortellucci/status/1986480534164545818)  2025-11-06T17:07Z [----] followers, [----] engagements


"@jeremie0117 @AurelionRsch They pre-announced some of the numbers decent quarter"  
[X Link](https://x.com/NickCortellucci/status/1988716415143276848)  2025-11-12T21:11Z [----] followers, [---] engagements


"Insider buying continues on $FTG.TO $FTGFF"  
[X Link](https://x.com/NickCortellucci/status/1990869450858324469)  2025-11-18T19:47Z [----] followers, [----] engagements


"@Hap0606 Im buying more"  
[X Link](https://x.com/NickCortellucci/status/1991138892465009100)  2025-11-19T13:38Z [----] followers, [--] engagements


"@KairosPraxis @IrrationalMrkts @roncohen0547 Definitely conservative. Consensus has them hitting those numbers in [----]. I would argue that if they can achieve such growth numbers even by [----] the multiple is justified. You can't really find many companies growing at this rate with good margins and cashflow. $ZDC.V"  
[X Link](https://x.com/NickCortellucci/status/1991337532177760629)  2025-11-20T02:47Z [----] followers, [---] engagements


"New initiation report below🥇 $LIO.V $LOMLF Our team has published an initiation report on Lion One Metals Ltd. Lion One is an under-the-radar high-grade gold producer with its Fiji-based Tuvatu mine producing 14.7Koz in FY25 and production rates are expected to double over the next year. $LIO.V 🔍 Read the full report https://t.co/6jtbEQMBia Our team has published an initiation report on Lion One Metals Ltd. Lion One is an under-the-radar high-grade gold producer with its Fiji-based Tuvatu mine producing 14.7Koz in FY25 and production rates are expected to double over the next year. $LIO.V"  
[X Link](https://x.com/NickCortellucci/status/1991594231836864584)  2025-11-20T19:47Z [----] followers, [---] engagements


"$FISH.V $SROYF Good quarter lots of positive developments at all of its assets. Increasing target price. Our team has published a research note on Sailfish Royalty Corp. Sailfish Royalty reported Q3 financial results including revenue of $0.9M (vs. our estimate of $0.7M) and adjusted EBITDA of $0.4M (vs. our estimate of $0.2M). $FISH.V 🔍 Read the full report below 📰 https://t.co/0C84KMSNnG Our team has published a research note on Sailfish Royalty Corp. Sailfish Royalty reported Q3 financial results including revenue of $0.9M (vs. our estimate of $0.7M) and adjusted EBITDA of $0.4M (vs. our"  
[X Link](https://x.com/NickCortellucci/status/1991878439906021495)  2025-11-21T14:36Z [----] followers, [---] engagements


"@jeremie0117 Bouncing back nicely from the sell off. Good volume. Could be from the conference they were at yesterday $MPTI"  
[X Link](https://x.com/NickCortellucci/status/1991949772035625285)  2025-11-21T19:20Z [----] followers, [---] engagements


"@leo_research1 Thoughts on $ALC.TO Growing nicely"  
[X Link](https://x.com/NickCortellucci/status/1992753729322574107)  2025-11-24T00:34Z [----] followers, [---] engagements


"Solid numbers out of $LOVE.V excited for this quebec vape launch. Building out a new processing centre is a good signal for demand. 6x EBITDA 11x earnings on research capital's numbers"  
[X Link](https://x.com/NickCortellucci/status/1993153492199129167)  2025-11-25T03:03Z [----] followers, [---] engagements


"This morning we initiated coverage on $DWS.V $DWWEF 🍷 which has made tremendous strides in its turnaround. The market has yet to notice. In H1 sales are up 21% and adjusted EBITDA margins are 18% vs. 3% last year. Our team has published an initiation report on Diamond Estates Wines & Spirit LTD. DWS has completed the early stages of a turnaround returning to profitability and growth with [----] bps of gross margin expansion since FY23 reaching positive EBITDA in FY25 and largely https://t.co/wexzGypmwj Our team has published an initiation report on Diamond Estates Wines & Spirit LTD. DWS has"  
[X Link](https://x.com/NickCortellucci/status/1993356478669873589)  2025-11-25T16:29Z [----] followers, [---] engagements


"@BrownMarubozu I was looking at the estimates recently too and was scratching my head. Unless we are missing something $FFH.TO"  
[X Link](https://x.com/NickCortellucci/status/1994257594009927767)  2025-11-28T04:10Z [----] followers, [---] engagements


"@CJ0pp3l You ever look at BQE Water $BQE.V Probably too small for you but they have grown revenue at a 20% CAGR for over a decade. We got research coverage on them: https://www.atriumresearch.ca/bqe https://www.atriumresearch.ca/bqe"  
[X Link](https://x.com/NickCortellucci/status/1996441913982128556)  2025-12-04T04:50Z [----] followers, [---] engagements


"Initiating coverage on $FCLI.V 🧯🚒 With lithium ion battery fires becoming more prevalent every day FCLIs FCL-X is becoming more valuable and will be able to ramp sales quickly Our team has published an initiation report on Full Circle Lithium. Full Circle has developed FCL-X a proprietary fire-extinguishing agent for lithium-ion battery fires. FCLI is building out various sales channels including fire departments OEMs and energy storage systems https://t.co/TYFtQLf57p Our team has published an initiation report on Full Circle Lithium. Full Circle has developed FCL-X a proprietary"  
[X Link](https://x.com/NickCortellucci/status/1998063601681133966)  2025-12-08T16:14Z [----] followers, [---] engagements


"@BlackScholesMan So that 10% organic growth number was a sandbag. LFG $MPTI"  
[X Link](https://x.com/NickCortellucci/status/1999122498286223870)  2025-12-11T14:22Z [----] followers, [---] engagements


"Setup hasn't been this good on $DRX.TO $ADFJF in a while. If you liked it at $20 you'll love it at $9 with the business much more diversified and de-risked. Our team has published a research note on ADF Group inc. ADF Group reported Q3 results that beat expectations with stronger project execution margin recovery and a growing $497.1M backlog that positions the Company for a stronger FY27 as LAR integration progresses. $DRX.TO 🔍 https://t.co/exIBPG8Msl Our team has published a research note on ADF Group inc. ADF Group reported Q3 results that beat expectations with stronger project execution"  
[X Link](https://x.com/NickCortellucci/status/1999244645205983251)  2025-12-11T22:27Z [----] followers, [----] engagements


"We nailed this one $VELO. @MSmicrocaps and @Atrium_Research giving investors early access to top-quality stocks before institutions get a chance to take a look. +150% in [---] months. Velo3D's ( $VELO) Arun Jeldi CEO now presenting at our our and @Atrium_Research's Starting Five Defense Live Virtual Conference - discusses history and differentiation from other metal 3D printing OEMs. Live now and replays will be available https://t.co/a0fHN05mdG https://t.co/WkNN1nfXTL Velo3D's ( $VELO) Arun Jeldi CEO now presenting at our our and @Atrium_Research's Starting Five Defense Live Virtual Conference"  
[X Link](https://x.com/NickCortellucci/status/1999247673040470061)  2025-12-11T22:39Z [----] followers, [----] engagements


"@SimeonResearch_ You got $MPTI on your radar More of a picks and shovels play"  
[X Link](https://x.com/NickCortellucci/status/2003469557512745354)  2025-12-23T14:15Z [----] followers, [---] engagements


"$TVK.TO Unchanged Pulled back mid-year on organic growth and valuation concerns. Blockbuster Q4 came out with revenue up 82% and EBITDA up 72%. Base portfolio grew 7% organically. Outlook was good. Nice dividend increase. Valuation makes sense here. $120K insider buy from the new CFO. @CJ0pp3l @HiddenGemsInves @SimeonResearch_"  
[X Link](https://x.com/NickCortellucci/status/2006422465275105454)  2025-12-31T17:49Z [----] followers, [---] engagements


"$PPIH Added Climbing the rankings in my portfolio here as I added more during the pullback and the stock did well on the back of contract announcements and a strong Q3. Contract announcement validates the data center opportunity. Q3 revenue up 47% EBIT more than doubled. Management gains lots of credibility here as during Q2 they said margins will come back to normal and they actually did. Valuation still undemanding given the growth. @majgeoinvesting @KyleAdamsStocks @RodrigoLezama7 https://twitter.com/i/web/status/2006422680539365697 https://twitter.com/i/web/status/2006422680539365697"  
[X Link](https://x.com/NickCortellucci/status/2006422680539365697)  2025-12-31T17:50Z [----] followers, [---] engagements


"$PNG.V $KRKNF Trimmed Im sorry to all the Krakheads here but I have been slowly trimming. Made huge gains on this one since C$1. Trimming from a risk management perspective. While I do believe in the opportunity for Kraken ahead I do not want it to be 10% of the portfolio given the valuation and sensitivity to any bad news/lumpy quarters. I understand that consensus is wrong and that it is cheap relative to other drone stocks this is just risk management. Not seeing any insider selling since June is a great signal tho. @DeepSailCapital @Schoonerguts @Karelw04"  
[X Link](https://x.com/NickCortellucci/status/2006422888274915618)  2025-12-31T17:51Z [----] followers, [----] engagements


"$FTG.TO Added Great company great management great tailwinds. Stock pulled back on the quarter as they grew 11% instead of the standard 15%. Management immediately starts buying in the open market CEO bought $75K various other insiders bought as well. Expectations for [----] are quite modest at 9% topline growth which is very conservative given the activity in both defense and commercial aerospace. Valuation has expanded but still fair at 8x 2026E EBITDA or 16x 2026E earnings. @KairosPraxis @SimeonResearch_ @majgeoinvesting https://twitter.com/i/web/status/2006423071066816520"  
[X Link](https://x.com/NickCortellucci/status/2006423071066816520)  2025-12-31T17:51Z [----] followers, [----] engagements


"@BrownMarubozu $MDA.TO Unchanged Lots of drama here. Orders cancelled but recently gained some momentum with some new ones. Backlog is still very large and supports 20% growth for years to come. Q3 was excellent with revenue up 45% EBITDA up 49%. @KairosPraxis @wealthmatica"  
[X Link](https://x.com/NickCortellucci/status/2006423995424583940)  2025-12-31T17:55Z [----] followers, [---] engagements


"$CODA Added No news out of CODA in the last [--] months. Consensus is looking for 13% growth next year which is a major step down from the 30% in the last few years and quarters. Not sure if I believe that given the trends in defense and UUVs. However I would have expected to see some contracts lately. Wait and see name for now. @GrumpierBTDay @BlackScholesMan https://twitter.com/i/web/status/2006424332881310108 https://twitter.com/i/web/status/2006424332881310108"  
[X Link](https://x.com/NickCortellucci/status/2006424332881310108)  2025-12-31T17:56Z [----] followers, [---] engagements


"$ZDC.V Added Averaged up on the back of the pullback after Q3 financials. Numbers were very good IMO revenue up 75% and EBITDA up 68%. US segment growing well now 36% of revenue. Manufacturing is ramping up and [----] should be huge if they can pull it off. Valuation isnt as crazy as people make it out to be. 16x 2026E EBITDA and 10x 2027E EBITDA for a company growing 50% with 35% EBITDA margins. @AB1001_disciple @KairosPraxis and @IrrationalMrkts put out some great material on this name"  
[X Link](https://x.com/NickCortellucci/status/2006424609965429111)  2025-12-31T17:57Z [----] followers, [----] engagements


"$CSU.TO Unchanged Holding on here after adding some last quarter. Dont believe AI will destroy the biz Q3 financials showed that with revenue up 16% including 5% organic growth (3% after FX). OCF up 30% YoY. Everything is still going to plan. Mark Miller stepping in to buy $5M is a big vote of confidence. Started shifting my attention to $TOI.V see below. @BarrySchwartzBW @CJ0pp3l https://twitter.com/i/web/status/2006424879537807636 https://twitter.com/i/web/status/2006424879537807636"  
[X Link](https://x.com/NickCortellucci/status/2006424879537807636)  2025-12-31T17:59Z [----] followers, [---] engagements


"$MPTI Unchanged Solid results and announcements from MPTI. Revenue growth of only 7% in Q3 which is below recent years levels of 15-20% but still fine. Margins slightly weaker. Backlog was the star of the show being up 48% YoY citing growth in avionics and space orders. Nice $20M a few weeks ago which I believe was a repeat order. End markets are growing key picks and shovels play for everything drones missiles space etc. @BlackScholesMan @vanckzhu @AurelionRsch https://twitter.com/i/web/status/2006425177148489934 https://twitter.com/i/web/status/2006425177148489934"  
[X Link](https://x.com/NickCortellucci/status/2006425177148489934)  2025-12-31T18:00Z [----] followers, [---] engagements


"$VST.CN Added Bit of a clusterfuck on the mgmt communications side of things but the biz is doing well. $NURS.V quarter came in slightly below estimates but objectively strong. Revenue more than doubled and now profitable. Setting up their partner network to lay the foundation for growth. Basically management dropped the ball by referencing orders delivered rather than orders placed causing some confusion and dropping the stock. They clarified things on the VST discord I bought some more shares. Later announced they hit the original plan of 1.3M orders placed good set up for [----] valuation"  
[X Link](https://x.com/NickCortellucci/status/2006425424822235615)  2025-12-31T18:01Z [----] followers, [----] engagements


"$VLN.TO Trimmed Quiet three months for Velan. Signed a $20M contract with OPG. Q3 was slightly weak and the backlog was up 4%. Stock has been drifting up not really sure why. Perhaps just due to capital flowing into nuclear defense and LNG stocks. Still waiting for the buyout. Started trimming as I have made good gains (+50%) and there are better ideas that are actually executing. I would have expected some more contracts by now. @CDNValueInvestr @everyonehatesp1 @BitMoreLeverage https://twitter.com/i/web/status/2006425578421854503 https://twitter.com/i/web/status/2006425578421854503"  
[X Link](https://x.com/NickCortellucci/status/2006425578421854503)  2025-12-31T18:01Z [----] followers, [---] engagements


"$DBO.TO New Position I caved and bought it after it ran up significantly. The opportunity actually aligns with my investment style very closely so I am not sure why I didnt buy sooner. Dont want to beat a dead horse which is already a fintwit favourite; refer to @JonCukierwar's writeup. Nice consistent insider buying despite the stock ripping. Will keep adding here to get to a decent position size. @Stocks_Stones @ragingbullcap https://twitter.com/i/web/status/2006426139552624941 https://twitter.com/i/web/status/2006426139552624941"  
[X Link](https://x.com/NickCortellucci/status/2006426139552624941)  2025-12-31T18:04Z [----] followers, [---] engagements


"Our takeout series is back to due popular demand The takeout portfolio has returned 37% annualized since inception in late [----]. 📈 📈 📈 Please see below for the updated list of takeout candidates and a review of trends we are seeing. Our team has published the fifth installment of our series on takeouts in Canadian small-caps. The report covers the recent acquisitions in the space and presents an updated portfolio of takeout candidates. The takeouts portfolio has returned 37% annualized since inception. 🔍 https://t.co/hHGLaVI9co Our team has published the fifth installment of our series on"  
[X Link](https://x.com/NickCortellucci/status/2008581664075903146)  2026-01-06T16:49Z [----] followers, [---] engagements


"@Oddhootcapital @Atrium_Research Average return if you bought every stock when we initiated coverage on is 135%. Including two 10-baggers"  
[X Link](https://x.com/NickCortellucci/status/2011641883077066903)  2026-01-15T03:29Z [----] followers, [--] engagements


"$LOVE.V Added I was up nicely on this before the big run up but I keep averaging up. Genuinely think this is the best risk-reward setup in the portfolio and will keep adding. Various positive announcements in Q4 but the standout was the financials; revenue up 21% gross profit up 68% adj. EBITDA up 102%. Has a stronghold in the Quebec vape launch. You are paying 5x EBITDA for a company growing revenue 20% with expanding margins. Market still hates the sector and it will take time. @Stocks_Stones @maxwellhouse99 @FelkerJosh @jeremie0117 https://twitter.com/i/web/status/2006423734047867288"  
[X Link](https://x.com/NickCortellucci/status/2006423734047867288)  2025-12-31T17:54Z [----] followers, [----] engagements


"Price drives narrative folks. $CSU.TO"  
[X Link](https://x.com/NickCortellucci/status/2014420506380828791)  2026-01-22T19:30Z [----] followers, [----] engagements


"Anyone following $GRGD.TO Valuation seems fair vs. $ATZ.TO with Dynamite having stronger growth and margins. Perhaps pulling back on fears of CEO secondary offering"  
[X Link](https://x.com/NickCortellucci/status/2016723894611157497)  2026-01-29T04:03Z [----] followers, [---] engagements


"$DRX.TO gaining momentum. Nice contract announcement Our team has published a research note on ADF Group inc. ADF announced $140M in new contracts across Quebec Ontario and the U.S. West Coast diversified amongst various industries including public transportation commercial industrial manufacturing and hydroelectricity. https://t.co/v9RsbcXuyd Our team has published a research note on ADF Group inc. ADF announced $140M in new contracts across Quebec Ontario and the U.S. West Coast diversified amongst various industries including public transportation commercial industrial manufacturing and"  
[X Link](https://x.com/NickCortellucci/status/2017288892198629387)  2026-01-30T17:28Z [----] followers, [---] engagements


"$BQE.V $BTQNF Nice move on the stock yesterday. Market starting to believe that the technical services growth is sustainable Our team has published a research note on BQE Water. BQE reported Q3 financial results. The quarter was driven by strong performance from the technical services segment; however we expect the recurring operations segment to resume growth over the coming quarters. $BQE.V 🔍 https://t.co/zkxDz9vAp2 Our team has published a research note on BQE Water. BQE reported Q3 financial results. The quarter was driven by strong performance from the technical services segment;"  
[X Link](https://x.com/NickCortellucci/status/1994817577642856899)  2025-11-29T17:15Z [----] followers, [----] engagements


"@harvard_homeboy The tariffs created uncertainty for signing new contracts. Nobody knows what tariffs can get implemented or if CUSMA gets renegotiated. New contracts are a great sign. $DRX.TO"  
[X Link](https://x.com/NickCortellucci/status/2017695101674250743)  2026-01-31T20:22Z [----] followers, [---] engagements


"Here is the current consensus for $MDA.TO. Street is looking for only 11% growth in [----] should be easily beatable. Same kind of thing happened with $HPS.A where analysts were looking for something silly like 5% growth. Then the stock rips when they more than doubled tha"  
[X Link](https://x.com/NickCortellucci/status/2019258925363716258)  2026-02-05T03:56Z [----] followers, [---] engagements


"@BrownMarubozu @KairosPraxis @wealthmatica $TOI.V New Position Echoing the same comments as above on $CSU.TO but $TOI.V has slightly better growth and as such is slightly more expensive. I think this can return low-teens going forward pretty consistently at this price if they keep doing what they are doing"  
[X Link](https://x.com/NickCortellucci/status/2006425678619754937)  2025-12-31T18:02Z [----] followers, [----] engagements


"$IMP.TO $ITMSF Trimmed Weak quarter guidance was pushed into [----]. Mgmt should not put out guidance if they arent 100% sure they can achieve it. Indonesia contract decision pushed [--] weeks not an amazing sign but we will see. Thesis has not played out still holding a small position because I like the tech they have and the asymmetry if things go their way. There are better stocks actually executing right now. @MoneyMarkStocks https://twitter.com/i/web/status/2006425937101938842 https://twitter.com/i/web/status/2006425937101938842"  
[X Link](https://x.com/NickCortellucci/status/2006425937101938842)  2025-12-31T18:03Z [----] followers, [----] engagements


"@Atrium_Research Amerigo & chill $ARG.TO $ARREF"  
[X Link](https://x.com/NickCortellucci/status/1998832200993628328)  2025-12-10T19:08Z [----] followers, [---] engagements

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