# ![@SCMRE111 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::175839287.png) @SCMRE111 stocks

stocks posts on X about $bosc, $kins, debt, $lake the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::175839287/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::175839287/c:line/m:interactions.svg)

- [--] Week [-----] +4.40%
- [--] Month [-----] -84%
- [--] Months [------] -16%
- [--] Year [------] +98%

### Mentions: [--] [#](/creator/twitter::175839287/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::175839287/c:line/m:posts_active.svg)

- [--] Month [--] -89%
- [--] Months [--] -21%
- [--] Year [---] +18%

### Followers: [---------] [#](/creator/twitter::175839287/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::175839287/c:line/m:followers.svg)

- [--] Week [---] -0.20%
- [--] Month [---] +0.31%
- [--] Months [---] +11%
- [--] Year [---] +38%

### CreatorRank: [---------] [#](/creator/twitter::175839287/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::175839287/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [ncaa basketball](/list/ncaa-basketball)  [musicians](/list/musicians)  [ncaa football](/list/ncaa-football)  [us election](/list/us-election)  [nfl](/list/nfl) 

**Social topic influence**
[$bosc](/topic/$bosc) #1, [$kins](/topic/$kins) #3, [debt](/topic/debt), [$lake](/topic/$lake), [stocks](/topic/stocks), [eps](/topic/eps), [$curi](/topic/$curi), [$etolf](/topic/$etolf), [$tssi](/topic/$tssi), [$tgen](/topic/$tgen)

**Top assets mentioned**
[Data Lake (LAKE)](/topic/$lake) [NexGel Inc. (NXGL)](/topic/$nxgl) [Rapid Micro Biosystems, Inc.  (RPID)](/topic/$rpid) [EXODUS MOVEMENT INC A (EXOD)](/topic/$exod) [Elastos (ELA)](/topic/$ela) [Laird Superfood, Inc.  (LSF)](/topic/$lsf) [Dell Technologies, Inc. (DELL)](/topic/dell) [Bitcoin (BTC)](/topic/bitcoin) [Donnelley Financial Solutions, Inc. (DFIN)](/topic/$dfin) [Tesla, Inc. (TSLA)](/topic/$tsla) [Morpheus Infrastructure Node (MIND)](/topic/$mind) [Velo (VELO)](/topic/$velo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Must check $IMXI AND $VIEMF too $PAYS As previously anticipated here is the march to $10 despite uninformed stock trolls "guessing and Put positions" $PAYS As previously anticipated here is the march to $10 despite uninformed stock trolls "guessing and Put positions""  
[X Link](https://x.com/SCMRE111/status/1130558532221382657)  2019-05-20T19:38Z [---] followers, [--] engagements


"$VIEMF $VMD.TO Why is stock so strong Is US nasdaq listing coming soon"  
[X Link](https://x.com/SCMRE111/status/1133377251767128064)  2019-05-28T14:19Z [---] followers, [--] engagements


"$kids like to hear that. What do the docs like most that separates them from $zmh and $syk"  
[X Link](https://x.com/SCMRE111/status/1153863202691866624)  2019-07-24T03:03Z [---] followers, [--] engagements


"$DFIN $PRTS $INFU $OBCI $AUOT $CTSO own them. Fundamentals technicals they going higher"  
[X Link](https://x.com/SCMRE111/status/1305877888995069952)  2020-09-15T14:35Z [---] followers, [--] engagements


"@BullishBearz $SRGA $GRBX $BRGGF"  
[X Link](https://x.com/SCMRE111/status/1356785197514113024)  2021-02-03T02:02Z [---] followers, [--] engagements


"Current favs $DLPN $OBLG $TNYYF $PRTK $ISDR $MYO Charts look great fundamentals sound great. Another one - with all the spac issuance beneficiary is $DFIN"  
[X Link](https://x.com/SCMRE111/status/1362810071365808133)  2021-02-19T17:03Z [---] followers, [--] engagements


"If you like $ITI you really need to check out $OMQS. Cheaper profitable and tremendous growth opptys lay ahead with ultimate take out by $ZBRA @AltaFoxCapital $ITI is my highest conviction micro cap pick. While the share price has gotten beaten up the fundamentals have improved and the backlog has grown. https://t.co/lOUTRWkOE0 @AltaFoxCapital $ITI is my highest conviction micro cap pick. While the share price has gotten beaten up the fundamentals have improved and the backlog has grown. https://t.co/lOUTRWkOE0"  
[X Link](https://x.com/SCMRE111/status/1519164395036635138)  2022-04-27T03:59Z [---] followers, [--] engagements


"$DHX we got the nice bounce although its still so under-priced. Analyst meeting 9/8 is next catalyst. Want to own it well in advance if that event b/c the excitement will build"  
[X Link](https://x.com/SCMRE111/status/1555639779181592576)  2022-08-05T19:40Z [---] followers, [--] engagements


"$ELA want to point out insider buys at Envela. Sub $5 stock that is posting 20% rev growth and with forward growth prospects of 15% eps profitable FCF of 9m In [--]. Trades 10x [--] eps"  
[X Link](https://x.com/SCMRE111/status/1593608671463821312)  2022-11-18T14:14Z [---] followers, [--] engagements


"Lovin some of these charts. $ASRT $ELA $IRMD $HHS $MITQ"  
[X Link](https://x.com/SCMRE111/status/1595491105512079360)  2022-11-23T18:54Z [---] followers, [--] engagements


"$ELA and $ASRT Which microcaps that you follow only report GAAP figures in press releases (no EBITDA or other adjustments) Which microcaps that you follow only report GAAP figures in press releases (no EBITDA or other adjustments)"  
[X Link](https://x.com/SCMRE111/status/1602503072663556097)  2022-12-13T03:18Z [---] followers, [--] engagements


"$ELA has finally broken above all its DMAs. Chart looks terrific. Dec qtr was strong and is seasonally their strongest yet analysts model tepid growth. Has room to run to [--] with eps release as catalyst"  
[X Link](https://x.com/SCMRE111/status/1617552395881578496)  2023-01-23T15:58Z [---] followers, [---] engagements


"Good story $JETMF Here's a quick overview of $JETMF - a rapidly growing charter and cargo airline. Management has consistently set and hit their targets (including profitability in the first year of operations). https://t.co/uePKDilIX6 Here's a quick overview of $JETMF - a rapidly growing charter and cargo airline. Management has consistently set and hit their targets (including profitability in the first year of operations). https://t.co/uePKDilIX6"  
[X Link](https://x.com/SCMRE111/status/1631010414204014593)  2023-03-01T19:16Z [---] followers, [---] engagements


"Favorites with revs/eps abt to accelerate and see valuation expansion: $ASRT $BKTI $LFMD $HGBL $UPXI $LUXH $DRCT $PPSI $DCMDF"  
[X Link](https://x.com/SCMRE111/status/1663090671643762689)  2023-05-29T07:51Z [---] followers, [---] engagements


"Any interesting microcap companies to visit in Miami or Tampa"  
[X Link](https://x.com/SCMRE111/status/1670554573226885120)  2023-06-18T22:10Z [---] followers, [----] engagements


"$LUXH todays press release basically raised guidance. Now targeting [----] new hotel rooms by year end [----]. Pathway to 100m ebitda in C24. Has EV of 140m. That is correct"  
[X Link](https://x.com/SCMRE111/status/1712657623344980440)  2023-10-13T02:32Z [---] followers, [---] engagements


"LUXH 2.7x guided [----] ebitda of 55m. 2.0x my est of 75m. Clean b/s and beneficiary of this interest rate chaos"  
[X Link](https://x.com/SCMRE111/status/1716012111468388525)  2023-10-22T08:42Z [---] followers, [---] engagements


"Worst coach in ACC. Worst coach in D1 bball. A complete embarrassment to what was once a basketball powerhouse. An empire of success. Now a shitshow. @joshheird"  
[X Link](https://x.com/SCMRE111/status/1719797702722998376)  2023-11-01T19:24Z [---] followers, [---] engagements


"$LUXH investors want to own this in front of Q3 results Thurs am. So many reasons to own it but the #s will be good and the messaging even better. [----] is looking really good. At 75m ebitda its 2x ebitda at the current 150m EV. Shld be trading 8-10x"  
[X Link](https://x.com/SCMRE111/status/1721949216639967431)  2023-11-07T17:54Z [---] followers, [---] engagements


"Other favs include $HGBL $PPSI $MAMA $QRHC $DCMDF $XTNT $LAKE $BKTI"  
[X Link](https://x.com/SCMRE111/status/1721949959950389586)  2023-11-07T17:57Z [---] followers, [---] engagements


"So damn true. Well said. UL as a university makes me sick. They dont get who and what butters their bread. The bball program enabled UL to be what it is today"  
[X Link](https://x.com/SCMRE111/status/1726331110630760611)  2023-11-19T20:06Z [---] followers, [---] engagements


"@TheOnlySweeney And that is exactly why KP is not a head coach. He is an awesome asst. And thats ok"  
[X Link](https://x.com/SCMRE111/status/1726747582825636134)  2023-11-20T23:41Z [---] followers, [----] engagements


"$LUXH how does this company have the [--] worst firms covering them. Horrible coverage. Will have 6k rooms by 6/24. FCF machine. Need to understand the cash flow generation. Will be able to buy back shit ton of shares or big dividends"  
[X Link](https://x.com/SCMRE111/status/1730440062477992382)  2023-12-01T04:13Z [---] followers, [---] engagements


"What is Panera starts the rollout Has been on hold due to transition to new CEO. If franchisees start to upgrade that should really accelerate growth. Trading at 2x year end ARR of 16m and rest of business for free"  
[X Link](https://x.com/SCMRE111/status/1738215767219360106)  2023-12-22T15:11Z [---] followers, [--] engagements


"This is not Louisville basketball Tremendous help side defense and contest here. https://t.co/bAuOktLKlR Tremendous help side defense and contest here. https://t.co/bAuOktLKlR"  
[X Link](https://x.com/SCMRE111/status/1743712275687682051)  2024-01-06T19:12Z [---] followers, [---] engagements


"@Crowhurst68 @Bleecker__St So I dont believe its a fraud. 2) liquidity crunch. Bleeker had to do this now b/c the ebitda and cash flow starts to really ramp in [--] qtrs and once the fly wheel starts then any concern around liquidity goes away"  
[X Link](https://x.com/SCMRE111/status/1748102856333512869)  2024-01-18T21:59Z [---] followers, [--] engagements


"@Bleecker__St rephrase- desperate to cover $LUXH I get questioning certain things but at 2x ebitda seems like a stupid short. Its not a fraud- all revs go thru Wyndham oracle crm system to the auditor and so its all verified. If not a fraud and at 2x seems like desperation"  
[X Link](https://x.com/SCMRE111/status/1748733503729226047)  2024-01-20T15:45Z [---] followers, [---] engagements


"$LUXH so if not a fraud and its cheap and cash flow abt to drastically improve and Wyndham partnership whats the rub"  
[X Link](https://x.com/SCMRE111/status/1748733792603533774)  2024-01-20T15:46Z [---] followers, [---] engagements


"$RGS NEWS Up 20% today"  
[X Link](https://x.com/anyuser/status/1749874776431075501)  2024-01-23T19:20Z [--] followers, [---] engagements


"Love that. So do I. On pins and needles all day. Getting hyped. Screaming and supporting have hope that one day the gods will make things right and americas team will be back. I miss getting butterflies the morning of a big Louisville Basketball game. I miss seeing the Yum center full and loud as hell. I miss Louisville being feared and respected by all opponents and media. I miss what Louisville basketball used to be. I miss getting butterflies the morning of a big Louisville Basketball game. I miss seeing the Yum center full and loud as hell. I miss Louisville being feared and respected by"  
[X Link](https://x.com/SCMRE111/status/1751396650113994968)  2024-01-28T00:07Z [---] followers, [---] engagements


"$SMTI $LFMD- fat pitch on this crazy sell off . Spoke to mgmt today. Very positive. This is all a couple HF selling $TSSI"  
[X Link](https://x.com/SCMRE111/status/1790801670114255049)  2024-05-15T17:49Z [---] followers, [---] engagements


"$MAMO this recent ipo grew 50% in [----] and did .25 in eps. [--] is on track to better. If they grow 50% they shld earn .50 fully taxed. 15x = [----] a 2x. Gaining share with their retailers (TSCO) and expect more big names to come"  
[X Link](https://x.com/SCMRE111/status/1793342365215625481)  2024-05-22T18:05Z [---] followers, [--] engagements


"$LAKE great qtr. rev acceleration and continued margin expansion. Raised revenue/ebitda guidance. Stock is still cheap. Will break out to new highs tmrw"  
[X Link](https://x.com/SCMRE111/status/1798100777468391480)  2024-06-04T21:13Z [---] followers, [---] engagements


"$KINS $OWLT $LAKE $MAMA $LSF"  
[X Link](https://x.com/SCMRE111/status/1799113551426289720)  2024-06-07T16:17Z [---] followers, [---] engagements


"If $LFMD sold there worksimpli division how would it effect the stock At that point becomes pure play (like $HIMS) and shld re-rate higher"  
[X Link](https://x.com/SCMRE111/status/1805686775869849952)  2024-06-25T19:37Z [---] followers, [---] engagements


"@NestBetter $AVCRF hyper growth mode. Profitable in Q1. Project 5.5m and .02-.04 in eps. Unique offering in PoC diagnostics at the community pharmacy. Targets testing for diabetes cardio infectious disease. Plus they have a recurring rev aspect to the biz"  
[X Link](https://x.com/SCMRE111/status/1813645226181009801)  2024-07-17T18:41Z [---] followers, [----] engagements


"He is human garbage NEW Veterans of Foreign Wars (VFA) blasts Donald Trump for his disgusting comments about the Medal of Honor: These asinine comments not only diminish the significance of our nations highest award for valor but also crassly characterize the sacrifices of those who have risked https://t.co/lX7nPTEXRe NEW Veterans of Foreign Wars (VFA) blasts Donald Trump for his disgusting comments about the Medal of Honor: These asinine comments not only diminish the significance of our nations highest award for valor but also crassly characterize the sacrifices of those who have risked"  
[X Link](https://x.com/SCMRE111/status/1824622597343936712)  2024-08-17T01:41Z [---] followers, [---] engagements


"$TSSI dinner with ceo Thurs night Est 63m in revs for f24 1H - 28m in revs Est q3 and q4 15m and 20m (very conservative) 8m in cash [--] debt 23.6m s/o 2x revs =126m value /23.6= $5.33/share and excluding 8m in cash. revs will be more like 80-100m"  
[X Link](https://x.com/SCMRE111/status/1825245575765230014)  2024-08-18T18:57Z [---] followers, [----] engagements


"Right on. [--] of my lgest positions. Love $avcrf @Divergent7651 [--] to [--] months. $TSSI / $CNO are recent examples. I prefer to be slightly late to the party. Momentum does the rest Next target: $AVCR @Divergent7651 [--] to [--] months. $TSSI / $CNO are recent examples. I prefer to be slightly late to the party. Momentum does the rest Next target: $AVCR"  
[X Link](https://x.com/SCMRE111/status/1826931194438598908)  2024-08-23T10:35Z [---] followers, [---] engagements


"Buying $VTSI today. Oversold. Necessary technology. EPS power of .50.75. Once signs of the CR getting resolved the stock shld start to move"  
[X Link](https://x.com/SCMRE111/status/1828453858265256061)  2024-08-27T15:25Z [---] followers, [---] engagements


"@mjfree Agreed"  
[X Link](https://x.com/SCMRE111/status/1832909704357433711)  2024-09-08T22:31Z [---] followers, [--] engagements


"He is a piece of garbage like his boss. Spreading lies and creating hate @greg_price11 Love seeing JD and his beautiful wife out with the people he is most comfortable with.US He generates confidence and doesn't use "jazz hand" motions. Great choice for VP. @greg_price11 Love seeing JD and his beautiful wife out with the people he is most comfortable with.US He generates confidence and doesn't use "jazz hand" motions. Great choice for VP"  
[X Link](https://x.com/SCMRE111/status/1835319480169443445)  2024-09-15T14:07Z [---] followers, [---] engagements


"$QRHC finally broke thru [---] dma and is now above all moving averages. Hopefully will start to gain no. Expectin gm 2H revs/eps acceleration based on mgmt commentary"  
[X Link](https://x.com/SCMRE111/status/1835686740033679555)  2024-09-16T14:26Z [---] followers, [---] engagements


"@Chokha19 Yes b/c they will start to see the benefits of the new techs they have put into place and the new customers announced the last few qtrs. And with rubicon seemingly bankrupt Id expect more new customer wins in short term"  
[X Link](https://x.com/SCMRE111/status/1835689660275888301)  2024-09-16T14:38Z [---] followers, [--] engagements


"Yep sure is. Wait till you see Q3 results. Call with $TSSI ceo on Fri at 2pm est with @GeoInvesting Cant wait $DELL and $VRT firming up $TSSI is the sleeper in Data Center and Cooling. $DELL and $VRT firming up $TSSI is the sleeper in Data Center and Cooling"  
[X Link](https://x.com/SCMRE111/status/1836595930885169212)  2024-09-19T02:39Z [---] followers, [----] engagements


"@alc2022 $TSSI They should be on eps run rate of [----] in Q3 or Q4 . $6 stock. AI play partnered with $DELL. CEO call today at [--] est and public pentagon next Tues at iaccess conference. PT [--] or 15x run rate eps"  
[X Link](https://x.com/SCMRE111/status/1837097876301689313)  2024-09-20T11:53Z [---] followers, [---] engagements


"Listening to replay of @GeoInvesting call with $TSSI mgmt from Fri - they are Very good Q3 will be great. Thinking 65-68m and .21. Hinted at an uplist Incentivized to expand the non-dell biz.They are driven athletes.Wish I had more in my portfolio like this Companies like $SMCI saw exceptional share price growth by providing data center services. In contrast $TSSI remains largely ignored and undervalued by the market despite the rapid expansion of its rack integration business. $MSFT $AMZN $DELL xAI $TSLA Companies like $SMCI saw exceptional share price growth by providing data center"  
[X Link](https://x.com/SCMRE111/status/1837980132532801584)  2024-09-22T22:19Z [---] followers, [----] engagements


"$TSSI on the uplist - they said theymeet all the requirements. It makes sense they want analyst coverage and they know to get that they need to uplist. Thats pretty much the extent of that part of the discussion. No timetable and no commitments given"  
[X Link](https://x.com/SCMRE111/status/1838007547053133880)  2024-09-23T00:08Z [---] followers, [---] engagements


"$ABL really liking the set up of this alt asset mger. Trading at 10x C24 and 6.5x [--] (one analyst- b Riley ) growth is accelerating and a unique model as largest life insurance broker"  
[X Link](https://x.com/SCMRE111/status/1838585598841335951)  2024-09-24T14:25Z [---] followers, [---] engagements


"$MAMA chicken prices are starting to improve. Should really help mama. I suspect thats the reason stock is acting better but this shld be a nice tailwind into year end"  
[X Link](https://x.com/SCMRE111/status/1843738192509579396)  2024-10-08T19:40Z [---] followers, [---] engagements


"@realDonaldTrump You are scum of the earth. Absolute dirt bag"  
[X Link](https://x.com/SCMRE111/status/1844885662060949871)  2024-10-11T23:39Z [---] followers, [--] engagements


"@rubicon59 $KINS $ABL $TSSI"  
[X Link](https://x.com/SCMRE111/status/1845474417788248145)  2024-10-13T14:39Z [---] followers, [---] engagements


"$PSIX the next AI play is breaking out"  
[X Link](https://x.com/SCMRE111/status/1846189930646556961)  2024-10-15T14:02Z [---] followers, [---] engagements


"@RalphNader Such a stupid post. You think Trump will be less supportive of bibi Trump will give them carte Blanche to run over the Arabs. If Trump wins watch out"  
[X Link](https://x.com/SCMRE111/status/1847744348294705465)  2024-10-19T20:59Z [---] followers, [--] engagements


"You didnt realize this [--] years ago Regardless of how this election goes i will never be the same. Its broken my heart to learn we share a country with some of the most wretched people on the planet. Regardless of how this election goes i will never be the same. Its broken my heart to learn we share a country with some of the most wretched people on the planet"  
[X Link](https://x.com/SCMRE111/status/1848075942293369305)  2024-10-20T18:56Z [---] followers, [---] engagements


"Absolutely. Everyone I know is much better off"  
[X Link](https://x.com/SCMRE111/status/1848083913329008953)  2024-10-20T19:28Z [---] followers, [---] engagements


"$BSEM Zacks estimates [----] this year snd [----] in [--] on flattish q/q revs. Looks conservative. But even if correct revs have gone from 16m in [--] to 116n in 1H [--] that kind of growth warrants at least 20x on eps = $30 last trade $14"  
[X Link](https://x.com/SCMRE111/status/1849510037796045164)  2024-10-24T17:55Z [---] followers, [---] engagements


"@realDonaldTrump The unemployment rate is currently about 4.1% the lowest since [----]. -Inflation is low at 2.2%. -GDP growth is the best in the world. - The financial markets are soaring hitting [--] record highs this year. -Biden cut deficit by one third. -America is already great"  
[X Link](https://x.com/SCMRE111/status/1849994104740118790)  2024-10-26T01:59Z [---] followers, [--] engagements


"$KINS so they are well on way to earning [----] this year and [----] in [--]. A 10x on C24 eps is $15 last trade [----] and given mgmt solid history and share gains it looks likely"  
[X Link](https://x.com/SCMRE111/status/1851253554226553259)  2024-10-29T13:23Z [---] followers, [---] engagements


"Its going to hit your target sooner vs later. It shld get 20x consensus of [----] which frankly they shld blow out from mgmt body language at LD . Thats $30 Beauty of a close. Leaves room for more. The $20 non prediction still has a shot. $BSEM https://t.co/qD5LGXHKPU Beauty of a close. Leaves room for more. The $20 non prediction still has a shot. $BSEM https://t.co/qD5LGXHKPU"  
[X Link](https://x.com/SCMRE111/status/1851714522228363511)  2024-10-30T19:55Z [---] followers, [---] engagements


"$KINS its really trading at 5x [----] run rate eps. My est has been [----] and [----] for24/25. Huge share gain as compet have left the NY mkt. 200m up for grabs. Time to buy $KINS trading at 9.1x fwd P/E vs 12.8x for the sector while revenue growth 2.5x faster than the sector with a ROE of 14.7% vs 10.2% for the sector. STRONG BUY. Time to buy $KINS trading at 9.1x fwd P/E vs 12.8x for the sector while revenue growth 2.5x faster than the sector with a ROE of 14.7% vs 10.2% for the sector. STRONG BUY"  
[X Link](https://x.com/SCMRE111/status/1851787059020898767)  2024-10-31T00:43Z [---] followers, [---] engagements


"$KINS chart is thing of beauty And with upside eps pre-ann.again (5th time) and the call in [--] weeks and a p/e of 7x on C24 and 5x on C25 its going higher"  
[X Link](https://x.com/SCMRE111/status/1852333667214930180)  2024-11-01T12:55Z [---] followers, [---] engagements


"$mama Wtf what is wrong"  
[X Link](https://x.com/SCMRE111/status/1852352001050366079)  2024-11-01T14:08Z [---] followers, [---] engagements


"$mama spoke to IR nothing going on. Must be a seller. Long needed correction to the [---] dma Id say buy it. Dont get to m any entry pts in this quality co"  
[X Link](https://x.com/SCMRE111/status/1852367041304432950)  2024-11-01T15:08Z [---] followers, [---] engagements


"Saw Laird ($LSF) product at AJs grocery yday. Never seen it in there before. New grocery chain"  
[X Link](https://x.com/SCMRE111/status/1852714354686537796)  2024-11-02T14:08Z [---] followers, [---] engagements


"Chart of $KINS is thing of beauty. Safe name given low p/e and the text positive pre-ann. With qtr call in [--] days"  
[X Link](https://x.com/SCMRE111/status/1853492167018422433)  2024-11-04T17:39Z [---] followers, [---] engagements


"$SNWVD q3 eps this Fri 11/8 with call in the morning. Expecting another qtr if good results. Completely unknown stock idea but it will become known soon"  
[X Link](https://x.com/SCMRE111/status/1853520428645679453)  2024-11-04T19:31Z [---] followers, [---] engagements


"$snwvd recap of balance sheet in early Aug. 8.5m s/o razor blade biz model"  
[X Link](https://x.com/SCMRE111/status/1853520970839101525)  2024-11-04T19:33Z [---] followers, [---] engagements


"$SNWVD another strong qtr with uptick in guidance Guiding q4 to 45% rev growth. 32m for F24 +50%. Looking to uplist to nasdaq. Recurring rev story in wound care"  
[X Link](https://x.com/SCMRE111/status/1854882067877695639)  2024-11-08T13:42Z [---] followers, [---] engagements


"And you can add $TSSI to that comment as they are a huge provider of data center rack integration for both $NVDA and $TSLA On Nov. [--] NVDA earnings will shock the stock market. President Trump won the election with Elon Musk so NVDA will benefit insanely in [----]. Here's everything you need to know in [--] mins 🧵 https://t.co/Xp0Z2p0Nck On Nov. [--] NVDA earnings will shock the stock market. President Trump won the election with Elon Musk so NVDA will benefit insanely in [----]. Here's everything you need to know in [--] mins 🧵 https://t.co/Xp0Z2p0Nck"  
[X Link](https://x.com/SCMRE111/status/1855622406376763507)  2024-11-10T14:43Z [---] followers, [----] engagements


"@DLSermersheim $BSEM the call is after the close. Dont know why they wld release #s pre mkt and do the call [--] hours later. Need to talk to IR any that. #s look fine"  
[X Link](https://x.com/SCMRE111/status/1856330373388546106)  2024-11-12T13:37Z [---] followers, [---] engagements


"$KINS wow fantastic qtr with even better guidance. At mid point trading at 7.7x c24 and 6x c25. Id put a 10x on the [----] guide =$18 last trade 12"  
[X Link](https://x.com/SCMRE111/status/1856478038717858214)  2024-11-12T23:23Z [---] followers, [---] engagements


"$KINS great call with mgmt this morning. The sell off on the atm was a gift. More upside to come"  
[X Link](https://x.com/SCMRE111/status/1858559444873035820)  2024-11-18T17:14Z [---] followers, [---] engagements


"$PPSI so they just sold their e-bloc biz for 11x ttm ebitda leaving the remaining eboost at 6x 2025e ebitda of 3m with faster growing profile. Head scratcher"  
[X Link](https://x.com/SCMRE111/status/1859924702195859880)  2024-11-22T11:39Z [---] followers, [---] engagements


"@grassosteve $ABL congrats on constantly telling everyone youre an advisor. Jerk. Why dont you advise them on what to do to get the stock up. Its absurdly cheap given the growth snd return profile"  
[X Link](https://x.com/SCMRE111/status/1861900235879977030)  2024-11-27T22:29Z [---] followers, [--] engagements


"@DLSermersheim Check ILLMF and NANX"  
[X Link](https://x.com/SCMRE111/status/1862628742461317467)  2024-11-29T22:44Z [---] followers, [--] engagements


"$BSEM the town hall to discuss the recent changes in cms reimb starts at 3pm EST today. Shld be a nice bitch session abt the ridiculous and biased new changes. They will be rescinded"  
[X Link](https://x.com/SCMRE111/status/1866557089553973260)  2024-12-10T18:54Z [---] followers, [---] engagements


"$SMLR on fire b/c of bitcoin holdings with a med tech core business. $EXOD holds [----] bitcoins. As of q3 had 25% of mkt cap in bitcoin/cash with a real operating platform enabling bitcoin trading. Trades at 5xev/ttm revs. And an uplifting coming soon"  
[X Link](https://x.com/SCMRE111/status/1867256003387174934)  2024-12-12T17:11Z [---] followers, [---] engagements


"$EXOD if this traded at 10x c24e revs of 95m = $42.40 (last =$32. And given the unique platform and the growth Id say it can traded higher. Plus comps are higher. Uplifting will be game changer for the stock"  
[X Link](https://x.com/SCMRE111/status/1867385051798765787)  2024-12-13T01:44Z [---] followers, [---] engagements


"Another interesting co involved here is (ETOLF) . Primary mkt is Canadian oilfields but they are aggressively targeting the DC mkt. They sell NG turbines http://E.to @GeoPremium Nice call on $TGEN looks like '25 could be an interesting year -- $GEV CEO said today that data centers are primarily focused on NG electricity generation. https://t.co/P2VnEz9uRW http://E.to @GeoPremium Nice call on $TGEN looks like '25 could be an interesting year -- $GEV CEO said today that data centers are primarily focused on NG electricity generation. https://t.co/P2VnEz9uRW"  
[X Link](https://x.com/SCMRE111/status/1867389848535150666)  2024-12-13T02:03Z [---] followers, [---] engagements


"$ABL I met with mgmt today remember they have a huge oppty to buy and sell these policies. Basically [--] competitors and both private so are capital constrained. So the goal is to buy as many policies they can find and flip (and they are getting a 20% ROIC )so $ABL is growing incredibly fast it's priced like an old dying company and continues to have estimates revised up. If they could stop the reckless offerings for [--] months the stock price would 2.5x. I have to question their leadership. $ABL is growing incredibly fast it's priced like an old dying company and continues to have estimates"  
[X Link](https://x.com/SCMRE111/status/1867391597291143583)  2024-12-13T02:10Z [---] followers, [---] engagements


"$ABL so in my meeting they indicate they are done with the raises and should be self sustainable going forward. The stock is under-valued today but over next [--] months as they execute and demonstrate they are done raising the mkt should reward them"  
[X Link](https://x.com/SCMRE111/status/1867392026221982011)  2024-12-13T02:12Z [---] followers, [---] engagements


"$ABL I think it shld easily get a 15x on the C25 est of [----] =$22 I mean find me another company growing revs in the teens with 90% GM and 50%+ ebitda margins. Its currently trading at 5.3x C25"  
[X Link](https://x.com/SCMRE111/status/1867392667392278868)  2024-12-13T02:14Z [---] followers, [---] engagements


"$exod well there she goes. The uplist is here. So disapp- I wasnt able to buy anywhere close to my desired position. The pre-ann numbers yday point to revs of 35-40m for q4 (I think). Totalling 105-110m estimate for F24. 10x mc/revs = $40 ex cash of 190m"  
[X Link](https://x.com/SCMRE111/status/1867546312914145704)  2024-12-13T12:25Z [---] followers, [---] engagements


"Waterman sucks. He cant shoot worth a damn . PK you cant let him shoot he is a negative contributor"  
[X Link](https://x.com/SCMRE111/status/1868065903251689510)  2024-12-14T22:49Z [---] followers, [---] engagements


"@KLW0408 What would help is of waterman stopped shooting. He shld be restricted from shooting outside of [--] ft from basket"  
[X Link](https://x.com/SCMRE111/status/1868066291355123908)  2024-12-14T22:51Z [---] followers, [--] engagements


"$EXOD BREAKING: #BITCOIN HITS $106000 💥 https://t.co/XwdsvLV62l BREAKING: #BITCOIN HITS $106000 💥 https://t.co/XwdsvLV62l"  
[X Link](https://x.com/SCMRE111/status/1868476460878401824)  2024-12-16T02:01Z [---] followers, [---] engagements


"$ABL nice insider buy from a director. The purchase were from Friday and today. Form [--] filed"  
[X Link](https://x.com/SCMRE111/status/1868730538078748999)  2024-12-16T18:50Z [---] followers, [---] engagements


"@HYcorps Same I initiated new position on $PSIX AND ADDED TO $MAMA"  
[X Link](https://x.com/SCMRE111/status/1869039030782083275)  2024-12-17T15:16Z [---] followers, [---] engagements


"@DLSermersheim On $MAMA that was my math too. Pretty spot on. This is a super high quality name and q3 margin issue is giving investors a good oppty. Mgmt cld have telegraphed the margin issue better (they knew) but they are one of the best operating teams in small cap land"  
[X Link](https://x.com/SCMRE111/status/1871602308582420892)  2024-12-24T17:02Z [---] followers, [--] engagements


"Love this. Shld be a federal law BREAKING: Oklahoma Governor Kevin Stitt announces a program that would require High School students to do [--] of [--] things to graduate. - Get accepted into a college. - Get accepted into a trade school. - if the student cant do either college or trade school they must join https://t.co/vZi1NIJuXP BREAKING: Oklahoma Governor Kevin Stitt announces a program that would require High School students to do [--] of [--] things to graduate. - Get accepted into a college. - Get accepted into a trade school. - if the student cant do either college or trade school they must join"  
[X Link](https://x.com/SCMRE111/status/1873946490953256996)  2024-12-31T04:17Z [---] followers, [---] engagements


"Seeing a move from $TSSI into $PSIX Maybe even derivative play $TGEN"  
[X Link](https://x.com/SCMRE111/status/1876711471339487347)  2025-01-07T19:24Z [---] followers, [---] engagements


"$mama chicken pricing on the rise"  
[X Link](https://x.com/SCMRE111/status/1876984847802974227)  2025-01-08T13:30Z [---] followers, [---] engagements


"$DTEA.v trading at .3x ev/revs. Put a 1x = $2.50. last trade [----]. new ceo has fixed the biz. Starting to show real growth costs under control margins have started to expand. Very compelling"  
[X Link](https://x.com/SCMRE111/status/1877857317129007229)  2025-01-10T23:17Z [---] followers, [---] engagements


"@1CardsFan @LouisvilleMBB Say it again I dont want this season to end but I cant wait for the tourney. We going to do some serious fukn damage"  
[X Link](https://x.com/SCMRE111/status/1878163162358530195)  2025-01-11T19:32Z [---] followers, [--] engagements


"@themrjamesking Fuck yes. Completely agree"  
[X Link](https://x.com/SCMRE111/status/1878214118089584855)  2025-01-11T22:55Z [---] followers, [---] engagements


"Time to watch this again. This is our boy. #gocards Pat Kelsey had a dream last night. It started with him meeting St. Peter at the gates of heaven. It ended after he walked past John Calipari's house. He explains: https://t.co/9tYC1FCF2B Pat Kelsey had a dream last night. It started with him meeting St. Peter at the gates of heaven. It ended after he walked past John Calipari's house. He explains: https://t.co/9tYC1FCF2B"  
[X Link](https://x.com/SCMRE111/status/1879392898585940173)  2025-01-15T04:59Z [---] followers, [---] engagements


"@0xOnlyCalls One diff b/t $EXOD and $COIN is $EXOD is non custodial. Very important distinction. Based on the user growthI est q4 revs of 35-40m vs the only est at 29m. Puts F24 at 108m growth of 100% y/y. Trades at 11.6x ev/revs.PT :15x= $63 ex their bitcoin holdings"  
[X Link](https://x.com/SCMRE111/status/1886200644438012230)  2025-02-02T23:50Z [---] followers, [---] engagements


"So many good charts $KINS (eps est going up) $mama (investor meeting next wed) $LSF growth exceeding ests) $BSEM uplist any day and back on cos approved list $RDVT breaking out"  
[X Link](https://x.com/SCMRE111/status/1887222903856410742)  2025-02-05T19:32Z [---] followers, [---] engagements


"$RPID who took the stock to [----] and down to [----] this morning. Crazy. Mgmt has always been conservative. This is a buy"  
[X Link](https://x.com/SCMRE111/status/1895449491765076206)  2025-02-28T12:22Z [---] followers, [----] engagements


"$RPID lets settle down stock is down to [----]. Qtr beat on revs. Guid is for 30% rev growth and its a must have tech Est for [--] will be 42m +30%. 3x 25e +50m in cash (burning ) = [----] today and that is a conserv multiple IMHO"  
[X Link](https://x.com/SCMRE111/status/1895477758974959853)  2025-02-28T14:14Z [---] followers, [----] engagements


"June [--] in Chicago at the Semco capital CEO Forum we have CEO of $TGEN presenting. Dont miss it. Along with $KINS $LAKE $IVFH $NXGL 🚀TODAYS THE DAY 🚀 The MS Microcaps Conference starts NOW [--] days [--] companies [--] expert speakers. Were LIVE Join the Session Now Looking forward to finding a $TSSI or $TGEN brewing before the masses find them :) InfoArb is our specialty. https://t.co/MUhqpOIwMQ 🚀TODAYS THE DAY 🚀 The MS Microcaps Conference starts NOW [--] days [--] companies [--] expert speakers. Were LIVE Join the Session Now Looking forward to finding a $TSSI or $TGEN brewing before the masses find"  
[X Link](https://x.com/SCMRE111/status/1896626265920327977)  2025-03-03T18:18Z [---] followers, [----] engagements


"@DickieV @LouisvilleMBB @patkelsey @StanfordMBB No praise for @coachkennypayne You thought he was the second coming [--] years ago"  
[X Link](https://x.com/SCMRE111/status/1900361997734080987)  2025-03-14T01:43Z [---] followers, [----] engagements


"@patkelsey hey coach good luck tmrw. You have done a great job this year. Love you and the team. Tell the players how much cards fans all over the world value what you guys do. Youve given me joy again.#GoCards"  
[X Link](https://x.com/SCMRE111/status/1902589420840350063)  2025-03-20T05:14Z [---] followers, [--] engagements


"Omg I cant wait till Nov [--] #GoCards Kasean Pryors Instagram story👀 Year [--] under PK is going to be even better. We are going to have a scary squad. Theres a lot to look forward to CardNation https://t.co/8FC3hxgYvV Kasean Pryors Instagram story👀 Year [--] under PK is going to be even better. We are going to have a scary squad. Theres a lot to look forward to CardNation https://t.co/8FC3hxgYvV"  
[X Link](https://x.com/SCMRE111/status/1902929150589145423)  2025-03-21T03:43Z [---] followers, [---] engagements


"In Chicago June [--] Attend the CEO Forum. $LAKE $KINS $BOF $NXGL $TGEN $IVFH make your portfolio great again"  
[X Link](https://x.com/SCMRE111/status/1905440212190462127)  2025-03-28T02:02Z [---] followers, [----] engagements


"$BOF this product is terrific. Hard to find and hard to get. At Costco in the southeast. Most product is sold out on their site but its good"  
[X Link](https://x.com/SCMRE111/status/1905969918698471627)  2025-03-29T13:06Z [---] followers, [---] engagements


"$LAKE post the raise mc 175m; EV 160m. 1x TTM revs 6.5x C25e ebitda peer $MSA trades 10x. New mgmt driving improved growth/higher margins. Report wed 3/25 🔷 $LAKE is all in on fire with [--] fire gear acquisitions since [--]. 🔷Paid off $42M in debt. 🔷Recurring revenue in focus. 🚨Acquisition integration/tariff risks. 🚨Waiting on margin expansion. 🎬Clip: Jim Jenkins CEO & Roger Shannon CFO on expansion into fire safety. https://t.co/zLi8wwB2rR 3/25 🔷 $LAKE is all in on fire with [--] fire gear acquisitions since [--]. 🔷Paid off $42M in debt. 🔷Recurring revenue in focus. 🚨Acquisition"  
[X Link](https://x.com/SCMRE111/status/1908894071550075238)  2025-04-06T14:46Z [---] followers, [---] engagements


"$LAKE. Ev of 155m at current price. Sales of 167m ttm. [--] guide 205-210m net cash. And growing eps rapidly. Plus margins projected 15-19% in coming years. 6x ebitda and 10x eps"  
[X Link](https://x.com/SCMRE111/status/1910402044977881215)  2025-04-10T18:38Z [---] followers, [---] engagements


"Semco Capital is having the CEOs of $LAKE $KINS $TGEN $BOF $IVFH $NXGL in Chicago June [--] for a big one day event. Oppty to see [--] great CEOs and hear their story. Cant wait for this event"  
[X Link](https://x.com/SCMRE111/status/1922164367161700757)  2025-05-13T05:37Z [---] followers, [----] engagements


"$BOF buy this in front of eps this week. I think the qtr was excellent with opening of the new plant in Peru. Im expecting good .#s and better messaging looking forward. Stock to $3"  
[X Link](https://x.com/SCMRE111/status/1922734667779780707)  2025-05-14T19:24Z [---] followers, [---] engagements


"@majgeoinvesting @GeoInvesting @Mike10947310 Thanks Maj. Its going to be a great event. Last years companies were up an avg of 25% in the months after the event. $TSSI $LSF $MAMA This group is as good or better"  
[X Link](https://x.com/SCMRE111/status/1929180694858633627)  2025-06-01T14:18Z [---] followers, [---] engagements


"@majgeoinvesting @GeoInvesting @Mike10947310 Im particularly interested to hear how the recent Amguard deal will impact $KINS eps. Recall the last two cos that exited their mkt was an absolute boon for $KINS eps"  
[X Link](https://x.com/SCMRE111/status/1929211657420505418)  2025-06-01T16:21Z [---] followers, [---] engagements


"@Mike10947310 $FEIM well said and agree. I also bot stock. They exceeded my F25 projections throughout th year. I expect the same thru F26"  
[X Link](https://x.com/SCMRE111/status/1943786818690068633)  2025-07-11T21:37Z [---] followers, [----] engagements


"$BOSC EV of 25m trading at .55 ev/revs or 10x p/e. Stock spiked bigly after q1 results. Hoping for the same. And believe they raise guidance to 48-50m and .50 in revs/eps. Play on defense RFID and factory automation"  
[X Link](https://x.com/SCMRE111/status/1955590713565130874)  2025-08-13T11:22Z [---] followers, [---] engagements


"@DurableCreators Where is $LAKE"  
[X Link](https://x.com/SCMRE111/status/1956760644335903218)  2025-08-16T16:51Z [---] followers, [---] engagements


"Now go buy $HIT. That is my next big hit Congrats to member @SCMRE111 on $BKTI +374% in two years 🚀🚀🚀 https://t.co/mIPWpbwy43 Congrats to member @SCMRE111 on $BKTI +374% in two years 🚀🚀🚀 https://t.co/mIPWpbwy43"  
[X Link](https://x.com/SCMRE111/status/1957777529236021569)  2025-08-19T12:11Z [---] followers, [----] engagements


"@KyleAdamsStocks Absolutely. Plus elbit is ramping a new facility in Europe in 2H and are using $BOSC for the automation work. Cld drive an unusually strong q4. The valuation is a joke partly b/c its unknown. Their US road trip in Oct will be very important for the stock and re-rating"  
[X Link](https://x.com/SCMRE111/status/1958555866279653814)  2025-08-21T15:44Z [---] followers, [---] engagements


"$POSAF Damn that is really good news. Good job Who is the partner"  
[X Link](https://x.com/SCMRE111/status/1562034735819407360)  2022-08-23T11:11Z [---] followers, [--] engagements


"$LAKE for those that dont know this story you shld start digging. Has become a one stop shop for fire protective gear. Organic and m&a have driven a rev acceleration and margin expansion. After Dinner with mgmt last week its clear they are in the early innings"  
[X Link](https://x.com/SCMRE111/status/1787344733901357410)  2024-05-06T04:52Z [---] followers, [---] engagements


"@MSmicrocaps $FACO was pretty impressive. Seems like significant upside potential @MSmicrocaps @GeoInvesting"  
[X Link](https://x.com/SCMRE111/status/1801373539167309886)  2024-06-13T21:58Z [---] followers, [---] engagements


"On the geo call today with ceo of $CANOF he clearly stated they dont need to raise anytime in near future so I would not expect anymore dilution $CNO.V $CANOF Great results but we have some dilution here. Shares outstanding : Q2 23' 33.8M Q3 23' 35.2M Q4 23' 41.8M Q1 24' 47.7M = +40% in one year and probably more to come. $CNO.V $CANOF Great results but we have some dilution here. Shares outstanding : Q2 23' 33.8M Q3 23' 35.2M Q4 23' 41.8M Q1 24' 47.7M = +40% in one year and probably more to come"  
[X Link](https://x.com/SCMRE111/status/1811538637395255439)  2024-07-11T23:10Z [---] followers, [----] engagements


"@GeoInvesting Interesting geo. What have the best performers been"  
[X Link](https://x.com/SCMRE111/status/1815059421346889956)  2024-07-21T16:21Z [---] followers, [---] engagements


"$etolf Demand very strong across the board. q3 miss sounds like anomaly due to forest fires effecting sites early in q3. All are back up/running. New applications include flare gas and mining positive on 1st sales hire [--] days ago. good entry point in front of strong q4 and q1"  
[X Link](https://x.com/SCMRE111/status/1856031348311404559)  2024-11-11T17:48Z [---] followers, [---] engagements


"$DRTTF any news here +11%"  
[X Link](https://x.com/SCMRE111/status/1861478774354624619)  2024-11-26T18:34Z [---] followers, [---] engagements


"$ILLMF do not understand why this trades at .3x ev/revs. Accelerating growth potential signif margin expansion 50m in cash0 debt. 50m EV this shkd be trading between 1-3x revs"  
[X Link](https://x.com/SCMRE111/status/1863962556160671964)  2024-12-03T15:04Z [---] followers, [---] engagements


"@TrentBlair19 @JoeStocksss $BIRDF"  
[X Link](https://x.com/SCMRE111/status/1865247695272841470)  2024-12-07T04:11Z [---] followers, [---] engagements


"$DTEAF credit to @OlivierColombo for another great call. Its trading at .33x ev/revs. New ceo driving big turnaround. Growing revs again mid teens Ebitda positive and FCF positive"  
[X Link](https://x.com/SCMRE111/status/1878444934988284023)  2025-01-12T14:12Z [---] followers, [---] engagements


"$DTEAF selling tea e-commerce wholesale and brick/mortar. Reminds me of $LSF when it was .80 and the PT was 2x revs- it got there and ran to $10. Apply a 1x to $DTEAF and = $2.50 last trade $1.05 and thats on TTM revs"  
[X Link](https://x.com/SCMRE111/status/1878445731851427880)  2025-01-12T14:15Z [---] followers, [---] engagements


"@prpl8 @EquityBrian Enterprise group $ETOLF is your play"  
[X Link](https://x.com/SCMRE111/status/1879637214491247062)  2025-01-15T21:10Z [---] followers, [--] engagements


"$DTEAF- good convo with mgmt yday. Expect to see them expand wholesale effort in US they want to 2x stores in Canada from [--] to [--] in [--] years.laser focused on customer experience and branding. The 4m in cost savings will start"  
[X Link](https://x.com/SCMRE111/status/1880630009058218223)  2025-01-18T14:55Z [---] followers, [---] engagements


"$DTEAF pt [--] - impact the p&l and ebitda margins shld have signif upside. Assuming they do flat q4 gives them 62m in revs. 1x F24 ev/revs = 2.60; last trade 1.21"  
[X Link](https://x.com/SCMRE111/status/1880630672420950099)  2025-01-18T14:57Z [---] followers, [---] engagements


"@XTraderTrader $DTEAF"  
[X Link](https://x.com/SCMRE111/status/1880691589183599092)  2025-01-18T18:59Z [---] followers, [---] engagements


"$RPID THIS IS A GOOD ONE. Digging in and I really like it. 24-30% rev growth expanding margins and d be as high as 40% no competition on primary product. Quality test for pharma drugs. More later"  
[X Link](https://x.com/SCMRE111/status/1886966559861580111)  2025-02-05T02:34Z [---] followers, [---] engagements


"$BSEM here is what we have: 24revs of 300m (pre-Ann) vs 17m y/y and eps est of [----] $18 stock. Mkt cap is 300m Trades at 1x revs. Prime comp is $MDXG trades at 3.5x. Next couple months you have an uplist and cms reimb"  
[X Link](https://x.com/SCMRE111/status/1887951754743914858)  2025-02-07T19:49Z [---] followers, [---] engagements


"$RPID this stock is in discovery mode- new initiation with buy and 166% upside to PT Bio manuf quality control with far superior tech. New mgmt has executed and it trades at 1.9xev/F25 revs. Peers at 10-12x"  
[X Link](https://x.com/SCMRE111/status/1889669722121134530)  2025-02-12T13:35Z [---] followers, [----] engagements


"$RPID 8x is $8 and the peers trade between 10-12x. And $RPID has better growth at 25% Strong spots in my port today that put me in the green🙏🏼 big reversal from -3% to start the day China $KWEB Biotech $ARQT $RPID $CMPS Software $SNOW Strong spots in my port today that put me in the green🙏🏼 big reversal from -3% to start the day China $KWEB Biotech $ARQT $RPID $CMPS Software $SNOW"  
[X Link](https://x.com/SCMRE111/status/1889845758322749595)  2025-02-13T01:15Z [---] followers, [----] engagements


"@DickieV @LouisvilleMBB @PackMensBball @patkelsey @RealPitino @StJohnsBBall @NovaMBB You should apologize for your BS props on @coachkennypayne worst coach in history"  
[X Link](https://x.com/SCMRE111/status/1889888279878836543)  2025-02-13T04:04Z [---] followers, [---] engagements


"$NXGL buying this pullback. Block of 31k went up at [----] to clean up seller. Its trading at 1.3x ev/revs with 50% rev growth and the Abbv launch starting in 1H. Apply a 3x to [--] revs = [----] PT"  
[X Link](https://x.com/SCMRE111/status/1890072011462037921)  2025-02-13T16:14Z [---] followers, [---] engagements


"$BOSC an under valued defense supplier. 60% of revs from defense end mkt. Mgmt guiding [----] to 10% org rev growth to 44m and .40 in eps. Trading at 10x p/e. EV 21m .47x ev/revs and growth is likely to accelerate given recent mgmt commentary"  
[X Link](https://x.com/SCMRE111/status/1893438649758585155)  2025-02-22T23:12Z [---] followers, [---] engagements


"$etolf PR today they report 3/20. Unfairly beat down. No impact to tariffs. Trading around 3-4x ebitda. Chart looks great. Holding 200dma buy"  
[X Link](https://x.com/SCMRE111/status/1897316085780898168)  2025-03-05T15:59Z [---] followers, [---] engagements


"Great oppty to join the Semco capital CEO forum with $KINS $LAKE $NXGL $TGEN $BOF $IVFH June [--] in Chicago. Fireside chat format limit to [--] investors"  
[X Link](https://x.com/SCMRE111/status/1900588179599610110)  2025-03-14T16:41Z [---] followers, [----] engagements


"$BOSC another $1m+ defense order announcement. This is rapidly becoming a play on the European defense mkt. trading at .47xev/sales and 10x p/e"  
[X Link](https://x.com/SCMRE111/status/1904533876527215096)  2025-03-25T14:00Z [---] followers, [---] engagements


"$BOSC really like the set up this yr and next. Accelerating growth from Israeli and European defense (signif higher spend going forward warehouse logistics. Cheap at .47x ev/revs and earning .40 this year. Mgmt targets 100m revs in 3+ years from org and m&a"  
[X Link](https://x.com/SCMRE111/status/1905436962879930494)  2025-03-28T01:49Z [---] followers, [---] engagements


"@leevalueroach $Canof and they target aero/defense. And are profitable"  
[X Link](https://x.com/SCMRE111/status/1907566094203998423)  2025-04-02T22:49Z [---] followers, [---] engagements


"@DeepSailCapital $LAKE $IVFH $BOF $KINS $NXGL"  
[X Link](https://x.com/SCMRE111/status/1908908940299055493)  2025-04-06T15:45Z [---] followers, [----] engagements


"$NXGL do investors realize that that the one analyst estimate of 17m in revs in C26e (likely low) they will earn .45 in eps. Also the are expected to be eps positive in 2H [--]. Thats 5.7x 26e with 50% growth"  
[X Link](https://x.com/SCMRE111/status/1910396318381392200)  2025-04-10T18:15Z [---] followers, [---] engagements


"$KLNG is looking interesting. Met with them at planet micro. CEO sounded bulled up. Trading at 21m ev. Did .21 in eps on 23m revs in [----] and shld growth 25-30% in [--]. A 10x p/e on .26= [----]. That seems like a bare min valuation and eps assumption. Last [----] Report Q1 any day"  
[X Link](https://x.com/SCMRE111/status/1922732979391987717)  2025-05-14T19:17Z [---] followers, [---] engagements


"Fav nano/micro caps that are profitable and growing and under 25m cap with cash and no debt. $KLNG $BOSC"  
[X Link](https://x.com/SCMRE111/status/1922733381407670358)  2025-05-14T19:18Z [---] followers, [----] engagements


"$KINS spent the day with ceo on Monday. Business in in tact. Acts terrible but they are going to have a strong qtr. provide new and upgraded guidance + new CFO announcement coming"  
[X Link](https://x.com/SCMRE111/status/1930350694181097793)  2025-06-04T19:47Z [---] followers, [---] engagements


"$KINS expect Amguard deal to drive eps upside in q4 and [----] just like when the [--] carriers exited the mkt in 24"  
[X Link](https://x.com/SCMRE111/status/1930351407539835315)  2025-06-04T19:50Z [---] followers, [---] engagements


"$KINS -30%+ since eps is overdone. Terrific qtr (traded to new highs post qtr) valuation down to 7.5x and the E has upside. Peers trading 7-18x p/e. This is very buyable. Own it into June qtr report"  
[X Link](https://x.com/SCMRE111/status/1930354707765309933)  2025-06-04T20:03Z [---] followers, [---] engagements


"Anyone follow $BOSC blew out revs last week. Margins improved dramatically. No change to guidance. Mgmt ultra conservative. New guide coming after q2. More"  
[X Link](https://x.com/SCMRE111/status/1930401123392729577)  2025-06-04T23:07Z [---] followers, [---] engagements


"$BOSC likely will do 50m+ and .50 eps. Trades at 9x c25 eps and .44x ev/revs. 25m MC 3m cash0 debt"  
[X Link](https://x.com/SCMRE111/status/1930402433529983485)  2025-06-04T23:12Z [---] followers, [---] engagements


"$KINS is the best managed small cap P&C insurance co in the mkt. huge share gain in NY state over the last year. CEO has done brilliant job turning it around . Expect another round of eps increases starting with Q2 results. Plus"  
[X Link](https://x.com/SCMRE111/status/1930986384224928073)  2025-06-06T13:53Z [---] followers, [---] engagements


"$KINS they have an upgrade of a CFO announcement coming. Plus the benefits of Amguard deal. A new high [--] weeks ago turned into huge profit taking. The market is gifting us at $15"  
[X Link](https://x.com/SCMRE111/status/1930986681261269015)  2025-06-06T13:54Z [---] followers, [---] engagements


"$KINS adding $SNWV adding $BOSC doing nothing since q1 blowout $ALTS ADDING $ACNT ADDING $CURI TAKING PROFITS Current top [--] holdings: 1) $LCGY Legacy Education 2) $CXDO Crexendo 3) $TMDX TransMedics 4) $TSSI Total Site Solutions 5) $MIND Mind Technology Whats yours Current top [--] holdings: 1) $LCGY Legacy Education 2) $CXDO Crexendo 3) $TMDX TransMedics 4) $TSSI Total Site Solutions 5) $MIND Mind Technology Whats yours"  
[X Link](https://x.com/SCMRE111/status/1931076280382079439)  2025-06-06T19:50Z [---] followers, [----] engagements


"$BOSC 70% of revs from Israeli/euro defense mkts Other 30% from RFID and Automation mkts. Trading at .5xev/revs and 9x C25 eps. Mgmt said they will update annual guidance in Aug on q2 call"  
[X Link](https://x.com/SCMRE111/status/1934217740899725512)  2025-06-15T11:53Z [---] followers, [----] engagements


"$BOSC another size order from a new customer. 1.1m (large for BOSC) to be delivered in Q3"  
[X Link](https://x.com/SCMRE111/status/1935330624702644589)  2025-06-18T13:35Z [---] followers, [---] engagements


"$e.to $ETOLF fyi Iran shutting down Hormuz and cutting off LNG shipping shld be good for this little Canadian service co"  
[X Link](https://x.com/SCMRE111/status/1937139530093523160)  2025-06-23T13:23Z [---] followers, [---] engagements


"$BOSC REALLY LIKING THE SET UP. Chart looks great undervalued at .62x ev/revs or 11x p/e and mgmt already said after q1 call they plan to raise guidance on q2 call. Driven by Israeli and euro defense spending RFID and automation"  
[X Link](https://x.com/SCMRE111/status/1937461287056740517)  2025-06-24T10:42Z [---] followers, [---] engagements


"All the derivative data center plays are ripping ($tssi $tgen $ftek) dont forget abt $ETOLF. Nat gas turbines"  
[X Link](https://x.com/SCMRE111/status/1937522248497168891)  2025-06-24T14:44Z [---] followers, [---] engagements


"$ETOLF this services play providing may gas turbines into o/g fields is profitable and growing rapidly. 40% ebitda margins. While they have not discussed publicly they have clearly stated in 1x1 conversations they are aggressively targeting new mkts including"  
[X Link](https://x.com/SCMRE111/status/1937530354744852486)  2025-06-24T15:16Z [---] followers, [----] engagements


"$ETOLF mining and data center. The Canadian dc mkt is exploding just like US and they have the best NG turbines in the mkt(Flex energy made). Very under-valued on core biz if they start hitting on dc mkt the valuation will re-rate. Btw great potential partner for"  
[X Link](https://x.com/SCMRE111/status/1937530964189544703)  2025-06-24T15:19Z [---] followers, [---] engagements


"$ETOLF Cont- partnership with $TGEN or $FTEK"  
[X Link](https://x.com/SCMRE111/status/1937531173477163461)  2025-06-24T15:20Z [---] followers, [---] engagements


"$MKTW breaking out"  
[X Link](https://x.com/SCMRE111/status/1937961909187448956)  2025-06-25T19:51Z [---] followers, [---] engagements


"$ETOLF has now broken above all its moving averages. Going higher"  
[X Link](https://x.com/SCMRE111/status/1938229791293157730)  2025-06-26T13:36Z [---] followers, [---] engagements


"$LSF the new liquid creamer is out and its a game changer. Its terrific and wayyy better than their powdered coffee creamer. Going to be bigly"  
[X Link](https://x.com/SCMRE111/status/1943142811378847788)  2025-07-10T02:58Z [---] followers, [---] engagements


"$ILLMF Cowen wrote a good note that digital ad spend is improving ($ZMDTF) and benefitting all. Illumin growth is accelerating. Deep discount to peers"  
[X Link](https://x.com/SCMRE111/status/1943309698288984529)  2025-07-10T14:01Z [---] followers, [---] engagements


"$BOSC the great @GeoInvesting and @majgeoinvesting have a call set up with $BOSC mgmt Thurs at 10am. Check his site for details. Dont want to miss this one. Trading at 10x eps and seeing signif accelerating gr driven by defense and automation"  
[X Link](https://x.com/SCMRE111/status/1945146309171609955)  2025-07-15T15:39Z [---] followers, [----] engagements


"Buying $mind and $CURI AGGRESSIVELY. Mind is bouncing off [---] day and expecting strong qtr as they telegraphed and end mkts strong. And CURI well growing and pays me 6-7% div yield"  
[X Link](https://x.com/SCMRE111/status/1945887142405628303)  2025-07-17T16:43Z [---] followers, [---] engagements


"$KINS starting to move. Breaking above all moving averages. Fundamentals are great and expecting another beat/raise"  
[X Link](https://x.com/SCMRE111/status/1950930492364128379)  2025-07-31T14:44Z [---] followers, [---] engagements


"$KINS holy shit this call is sooo positive"  
[X Link](https://x.com/SCMRE111/status/1953799448770826399)  2025-08-08T12:44Z [---] followers, [---] engagements


"@mavenfund $KINS stunning the stock is flat/down. It shld be up 10-15%. Trading at 7x guided [--] eps is a joke given their consistent growth. 9-10x is warranted pitting the stock at 20-22"  
[X Link](https://x.com/SCMRE111/status/1953830054372225472)  2025-08-08T14:46Z [---] followers, [---] engagements


"$KINS joke its down like this. Shorts have taken over. They need to get out and tell their story. Need to upgrade IR"  
[X Link](https://x.com/SCMRE111/status/1953863099481542853)  2025-08-08T16:57Z [---] followers, [---] engagements


"$KINS that was a hell-a great qtr Nothing to pick on. Meanwhile short int is up a lot. Baaed on new guidance it trades at lowest valuation in group around 7x eps. And all they do is beat/raise every qtr. watch for a short squeeze $KINS deliver a 50% annualized ROE in Q2. What the fuck lmao. I like their CEO a lot as well. Definitely one of the best microcaps I know of in the market right now $KINS deliver a 50% annualized ROE in Q2. What the fuck lmao. I like their CEO a lot as well. Definitely one of the best microcaps I know of in the market right now"  
[X Link](https://x.com/SCMRE111/status/1954577749374365728)  2025-08-10T16:17Z [---] followers, [---] engagements


"$BOSC large customer Elbit reports good qtr beating revs plus received 1b+ order. All good for this small defense contractor. They report 8/20. Expecting very strong qtr with raised guidance based on previous mgmt comments"  
[X Link](https://x.com/SCMRE111/status/1955589942912131131)  2025-08-13T11:19Z [---] followers, [---] engagements


"You have to add $KINS raise guidance abt every qtr and still beat. Best mgmt and cheapest stock in insurance sector at 6.3x [--] eps of [----] and growing 20% on top line Growth stocks that are cheap right now: $TSSI $ZMDTF $DBOXF $NYKWF $QFIN is ridiculously cheap. Some headwinds and likely flat earnings for next [--] months but they are buying back tons of shares and are very profitable. $SEZL pretty fairly valued but doubt it goes lower. Growth stocks that are cheap right now: $TSSI $ZMDTF $DBOXF $NYKWF $QFIN is ridiculously cheap. Some headwinds and likely flat earnings for next [--] months but"  
[X Link](https://x.com/SCMRE111/status/1956459926462611921)  2025-08-15T20:56Z [---] followers, [----] engagements


"$CURI down on the secondary but also the fact guidance calls for down q/q q3 despite fact they raised q3. Spoke to mgmt Fri and #s have more upside. Expect another guide higher. Its a buy and get pd 8% div yield while we wait. Risk/reward is great @shantaram83 Thoughts on $CURI @shantaram83 Thoughts on $CURI"  
[X Link](https://x.com/SCMRE111/status/1956771164874797485)  2025-08-16T17:32Z [---] followers, [----] engagements


"$KINS investor call set for Monday 8/25. Going to be good"  
[X Link](https://x.com/SCMRE111/status/1957943523178869033)  2025-08-19T23:11Z [---] followers, [---] engagements


"$KINS really looking forward to hearing mgmt on Monday with stock down on hurricane risk great set up into 2H"  
[X Link](https://x.com/SCMRE111/status/1958533895164444677)  2025-08-21T14:17Z [---] followers, [---] engagements


"$bosc strong qtr with raise in guide. And [--] looks conservative given b/l and most imp Israeli and Europ defense spend continues to ramp. 1x revs = $8 trading at [----] why wont lgest customer elbow buy them. Makes sense"  
[X Link](https://x.com/SCMRE111/status/1958536658501910617)  2025-08-21T14:28Z [---] followers, [----] engagements


"Whos buying $KINS. GREAT ENTRY point esp in front of bigly investor call on Monday. Well hear abt the tight market pricing select product combined ratio and reinsurance and more"  
[X Link](https://x.com/SCMRE111/status/1958981641847939177)  2025-08-22T19:56Z [---] followers, [---] engagements


"$PRPO this medical diagnostics company trading at 1x ev/revs is about to break out. Low floater with 2m s/o. Abt to be turn profitable with 25-30% rev growth"  
[X Link](https://x.com/SCMRE111/status/1963962589060145301)  2025-09-05T13:49Z [---] followers, [---] engagements


"$PRPO Trades at 1.3x ev/2025e revs (growing 25%+) Peers between 5-10x . PT of 5x = $64 last trade [-----] and chart is breaking out https://globalmarketbulletin.com/precipio-prpo-surges-toward-profitability-111-revenue-growth-in-3-years/ https://globalmarketbulletin.com/precipio-prpo-surges-toward-profitability-111-revenue-growth-in-3-years/"  
[X Link](https://x.com/SCMRE111/status/1964746247643988134)  2025-09-07T17:43Z [---] followers, [---] engagements


"Any idea how big the end mkt for the SAAS business is And who do they compete with $PXHI @ClarkSquareCap $PXHI Sold its wholesale business in Feb (Close April 2nd) for $60mm pretax (79.5% cash and 20.5% minority ownership subject to [--] yr buyers option). What is now left is a big cash pile the 20.5% minority ownership and a SaaS business they spun out of the wholesaler [--] years ago. @ClarkSquareCap $PXHI Sold its wholesale business in Feb (Close April 2nd) for $60mm pretax (79.5% cash and 20.5% minority ownership subject to [--] yr buyers option). What is now left is a big cash pile the 20.5%"  
[X Link](https://x.com/SCMRE111/status/1964749493653409958)  2025-09-07T17:55Z [---] followers, [---] engagements


"$KINS no hurricanes this weekend. None in the [--] day forecast and none forming in the Atlantic. Keep buying"  
[X Link](https://x.com/SCMRE111/status/1964750268022878609)  2025-09-07T17:59Z [---] followers, [----] engagements


"$KINS RAISES [----] eps guidance again. And initiates [----] guidance calling for 15-20% rev growth. Trades at 5x [----] eps. Is that the 8th time they have raised"  
[X Link](https://x.com/SCMRE111/status/1970830384704397565)  2025-09-24T12:39Z [---] followers, [---] engagements


"@lifesciencerpt $prpo good qtr. continued rev growth and margin expansion. Trading 2x ev/revs. Cancer diagnostic company peers trade between 5-10x"  
[X Link](https://x.com/SCMRE111/status/1989463365572517975)  2025-11-14T22:40Z [---] followers, [---] engagements


"$bosc who is selling this Better reverse and buy it. Next weeks qtr is going to rock. Its back to .4x Ev/revs and 10x eps"  
[X Link](https://x.com/SCMRE111/status/1991960979664761225)  2025-11-21T20:04Z [---] followers, [---] engagements


"$BOSC. That was a home run qtr. once fix the the rfid division (q4) eps shld explode. Plus growth in Israel + growth in India. [----] cld be very powerful"  
[X Link](https://x.com/SCMRE111/status/1993328635789324357)  2025-11-25T14:39Z [---] followers, [---] engagements


"Even more important is the guidance they gave is bogus why B/c they guided to 48m in revs for F25 suggesting flat q/q growth. It will be up and they reit net income guidance which suggests .45 which they did in 1st [--] qtrs suggesting q4 eps will be [--]. Crazy. If its flat q/q"  
[X Link](https://x.com/SCMRE111/status/1993528199213727989)  2025-11-26T03:52Z [---] followers, [--] engagements


"$BOSC they will earn .56 for F25. Trading at 8.3x ttm eps. I think it deserves a 15x or $8.40 PT. LAST TRADE 4.70"  
[X Link](https://x.com/SCMRE111/status/1993528766489149656)  2025-11-26T03:54Z [---] followers, [---] engagements


"I dont believe this for a second. Ive emailed with Tim numerous times and every time he says he cannot answer due to regFD. The stock wld be 4-5x the current price if they changed course @majgeoinvesting @jvalue171769006 @zeff848 CEO of $wstl said hes open to writing an annual letter. I bet if a few other shareholders requested hed do it @majgeoinvesting @jvalue171769006 @zeff848 CEO of $wstl said hes open to writing an annual letter. I bet if a few other shareholders requested hed do it"  
[X Link](https://x.com/SCMRE111/status/1993652254461907205)  2025-11-26T12:05Z [---] followers, [---] engagements


"Get ready $CURI about to go. Breaking above all moving avgs"  
[X Link](https://x.com/SCMRE111/status/1993781044630159457)  2025-11-26T20:36Z [---] followers, [---] engagements


"$IDXG INTERESTING DIAGNOSTICS COMPANY. Saw a rec by @GeoInvesting and dug in. Trading at 1.2x ev/revs and profitable with clean b/s. May uplist and private equity owned. Slap a 3x (peers b/t 5-10)on run rate revs of 35m = [----] PT last trade 1.50"  
[X Link](https://x.com/SCMRE111/status/1998474387746631970)  2025-12-09T19:26Z [---] followers, [---] engagements


"@StockSavvyShay $FEIM $BOSC"  
[X Link](https://x.com/SCMRE111/status/1999956606378000456)  2025-12-13T21:36Z [---] followers, [---] engagements


"@KyleAdamsStocks $BOSC to provide more color on the 40% sell off: 1m warrants were exercised in [----] with most in Q4 at exercise price of [----]. There are 220k warrants left that expire 5/2027. That wld explain the sell off"  
[X Link](https://x.com/SCMRE111/status/2002034627897348226)  2025-12-19T15:13Z [---] followers, [---] engagements


"$HIT with the huge pullback in stock I think its a buy again. Trading at 2.13x ev/ttm revs growing near 100% and positive ebitda and eps. 8m cash0 debt.58m s/o Sld off on mgmt being more conservative with q4 rev guide due to renewal cycle"  
[X Link](https://x.com/SCMRE111/status/2002931540490416419)  2025-12-22T02:37Z [---] followers, [---] engagements


"$HIT and 60-70m in [----]. 5x ev/2026 revs= [----] last trade [----]. Perfect Jan bounce candidate too due to tax loss selling"  
[X Link](https://x.com/SCMRE111/status/2002932905228845120)  2025-12-22T02:43Z [---] followers, [---] engagements

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