#  @SmallCapKing2 SmallCapKing SmallCapKing posts on X about $eglx, stocks, target, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1301869112839278592/interactions)  - [--] Week [-----] -0.68% - [--] Month [------] -50% - [--] Months [-------] +41% - [--] Year [-------] +69% ### Mentions: [--] [#](/creator/twitter::1301869112839278592/posts_active)  - [--] Months [---] +81% - [--] Year [---] +114% ### Followers: [-----] [#](/creator/twitter::1301869112839278592/followers)  - [--] Week [-----] +0.95% - [--] Month [-----] +1.70% - [--] Months [-----] +5.80% - [--] Year [-----] +14% ### CreatorRank: [-------] [#](/creator/twitter::1301869112839278592/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 37.41% [stocks](/list/stocks) 20.14% [social networks](/list/social-networks) 6.47% [technology brands](/list/technology-brands) 5.04% [cryptocurrencies](/list/cryptocurrencies) 4.32% [exchanges](/list/exchanges) 2.16% [currencies](/list/currencies) 0.72% [travel destinations](/list/travel-destinations) 0.72% **Social topic influence** [$eglx](/topic/$eglx) #1, [stocks](/topic/stocks) #3952, [target](/topic/target) 11.51%, [strong](/topic/strong) 5.76%, [ai](/topic/ai) 5.76%, [$byrn](/topic/$byrn) #5, [biz](/topic/biz) #1904, [gaming](/topic/gaming) 5.76%, [in the](/topic/in-the) 4.32%, [market](/topic/market) 4.32% **Top accounts mentioned or mentioned by** [@samwhitman56095](/creator/undefined) [@bullsbayretail](/creator/undefined) [@chesir3cat](/creator/undefined) [@jeppemckvack](/creator/undefined) [@doktorandinvest](/creator/undefined) [@mikeysmithman](/creator/undefined) [@schinskytrades](/creator/undefined) [@gustaverikss0n](/creator/undefined) [@hankmoodyjr](/creator/undefined) [@hank_moody_jr](/creator/undefined) [@dfabian21](/creator/undefined) [@henry431171040](/creator/undefined) [@nativistconcern](/creator/undefined) [@dmillercapt](/creator/undefined) [@oldf500cfo](/creator/undefined) [@eglx](/creator/undefined) [@nfl](/creator/undefined) [@upgradeeglx](/creator/undefined) [@ravmenace](/creator/undefined) [@christhecapable](/creator/undefined) **Top assets mentioned** [OKZOO (AIOT)](/topic/$aiot) [Federal Agricultural Mortgage Corporation (AGM)](/topic/$agm) [ARS Pharmaceuticals, Inc. (SPRY)](/topic/$spry) [Carriage Services, Inc. (CSV)](/topic/$csv) [Alkami Technology, Inc. (ALKT)](/topic/$alkt) [Acco Brands Corporation (ACCO)](/topic/$acco) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Corsair Gaming, Inc. (CRSR)](/topic/$crsr) [Academy Sports & Outdoors, Inc. (ASO)](/topic/$aso) [Netflix Inc (NFLX)](/topic/$nflx) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Mission Produce, Inc. (AVO)](/topic/$avo) ### Top Social Posts Top posts by engagements in the last [--] hours "The weak $KTCC results do not surprise me as I telegraphed here months ago. I haven't gone thru the details from the release yet but - also as I expected - weakness does not seem to be ending anytime soon. All that's holding up the stock is the "promise" from a new FY" [X Link](https://x.com/SmallCapKing2/status/1961049858044772640) 2025-08-28T12:54Z [----] followers, [---] engagements "$KTCC's Q4 was weak as I expected. However I'm seeing green shoots on a turnaround. As geopolitics settle orders are being released while new ones come in. That said even w/ a rebound built in my FY27 EPS only 19c. I just can't buy at $3 tho I want to buy the turn in mo'" [X Link](https://x.com/SmallCapKing2/status/1961457551863615823) 2025-08-29T15:54Z [----] followers, [---] engagements "I brought up a new name a few months ago $ALKT and I'm more excited about it after the Q especially w/ the stock decline from a small timing-related issue. This is an incredibly stable biz w/ massive growth and strong backlog. What's not to like Stock should be $30 IMO" [X Link](https://x.com/SmallCapKing2/status/1988662928862769563) 2025-11-12T17:39Z [----] followers, [---] engagements "FYI for all the $AQST cheerleaders who took personal shots at me for defending my investment in $SPRY while arguing the negative aspects of $AQST for the betterment of everyone's research why not own up with similarly shallow shots at yourself" [X Link](https://x.com/SmallCapKing2/status/2009632570305036434) 2026-01-09T14:25Z [----] followers, [----] engagements "I don't play in the pre-market much (often not enough liquidity anyway) but for the reasons I spelled out in earlier tweets I took advantage to buy $SPRY at and below $12.40. The stock isn't MUCH higher right now but I'm glad I took advantage before the bigger boys could" [X Link](https://x.com/SmallCapKing2/status/2009636617460568418) 2026-01-09T14:41Z [----] followers, [---] engagements "@Henry431171040 @nativistconcern Interesting assumption that $AQST is guaranteed to follow what happened to $SPRY. I implore you as a fellow investor who doesn't want anyone to lose money to look for the bear thesis in the data to make a more informed decision. And understand the release relative to others" [X Link](https://x.com/SmallCapKing2/status/2010704977820340636) 2026-01-12T13:26Z [----] followers, [---] engagements "I expect $KTCC to report another weak Q this afternoon - worse than last Q. No Street coverage but I expect $95M revs and (21c). I expect the usual commentary of better Q's ahead but they clearly have to prove themselves - and get back to profits. Dollar decline a big headwind" [X Link](https://x.com/SmallCapKing2/status/2018731785140715958) 2026-02-03T17:02Z [----] followers, [---] engagements "$PAYS also getting killed today (and last few weeks) from AI fears against payment providers. Well $PAYS isn't a "payment provider." $PAYS' services for healthcare cos they're rapidly adding are a massive cost save and needed by hc co's. Growth itself proves AI isn't taking biz" [X Link](https://x.com/SmallCapKing2/status/2018789521815707691) 2026-02-03T20:51Z [----] followers, [---] engagements "$AVNW beat Street revs by a bit but short of mine. Same w/ adj EBITDA. Same w/ EPS. In retrospect I was way too aggressive but the Street was beat. No change in guide tho' the release says "highest level of Q2 bookings in over a decade." More to come tmo. No aftermkt action" [X Link](https://x.com/SmallCapKing2/status/2018794454745034905) 2026-02-03T21:11Z [----] followers, [---] engagements "$KTCC narrowly beat my rev est but surprised my w/ a B/E adj EPS #. That got my eyebrows up. Unfortunately and not to my surprise they once again said they can't give guidance due to macro uncertainty and timing issues. Indicating down a smidge in after hours trading" [X Link](https://x.com/SmallCapKing2/status/2018794723033653717) 2026-02-03T21:12Z [----] followers, [---] engagements "@jeppemckvack Oh and $BYRN shorts can point to continued deceleration but money is made when that 2nd derivative turns which I expect it will in FY26. And since money is made looking out the front windshield v the rear-view mirror I think remaining shorts are suckers" [X Link](https://x.com/SmallCapKing2/status/2019407505756172707) 2026-02-05T13:47Z [----] followers, [---] engagements "@bullsbayretail @jeppemckvack Not sure. They've had great ad campaigns before as well as some stinkers. Since it's a regional market test I'm guessing the risk is low" [X Link](https://x.com/SmallCapKing2/status/2019416273478684931) 2026-02-05T14:22Z [----] followers, [--] engagements "$BYRN increasing prices 4-5% this year first time I can remember across-the-board price increases by them. Can't do this without strong demand giving confidence that these prices will be paid" [X Link](https://x.com/SmallCapKing2/status/2019419840046592112) 2026-02-05T14:36Z [----] followers, [---] engagements "@DoktorandInvest There was no guide for Q1. Only said what any remotely smart investor knows about $BYRN. Q1 revs below the holiday-boosted Q4. No rocket science there. Bryan leaving is not new news to most and not necessarily a negative as we can upgrade to more professional mgmt" [X Link](https://x.com/SmallCapKing2/status/2019435278025523239) 2026-02-05T15:37Z [----] followers, [---] engagements "@DmillerCapt My apologies - I've never looked at it. The only thought I have is I saw that Google demonstrated some AI "thingy" that was able to create "something" that seemed like a threat to high-end videogame companies. I'm sure that clarifies everything. LOL" [X Link](https://x.com/SmallCapKing2/status/2019490403179733411) 2026-02-05T19:16Z [----] followers, [--] engagements "@Mikeysmithman @chesir3cat LOL. Wouldn't that be nice. Only potential buyer would be $AXON according to $BYRN. And when you have only one potential buyer you don't get a great deal. Maybe they can expand the list of buyers in the future but the best way to maximize the price is to put up the EPS" [X Link](https://x.com/SmallCapKing2/status/2021692176900493670) 2026-02-11T21:05Z [----] followers, [---] engagements "Really curious to see $CRSR's report tonight. (I'm on the sidelines.) On the one hand they should be make a SH*T-TON of $ on the "carry cost" of DRAM. On the other hand with GPU & DRAM costs soaring no one can afford to build a new computer with their products. Hmmm" [X Link](https://x.com/SmallCapKing2/status/2022010518551265622) 2026-02-12T18:10Z [----] followers, [----] engagements "Net-net of those last [--] updates I loaded the boat on $PAYS drop - I previously liked to $6.85 sold (thankfully) but now think is worth $10 (such exciting biz mo'). Surprised by $SGC biz optimism so re-established a bigger position there. No change in my $TSQ or $CYRX holding" [X Link](https://x.com/SmallCapKing2/status/1953454424241684651) 2025-08-07T13:53Z [----] followers, [----] engagements "Steady-eddy $AGM my declared best long-long-term investment having a strong day post-earnings. This steady stock shouldn't really surprise and jump 5% but still upside to $212. My game here: buy w/o hesitation every time there's 15% upside. Sell at target. Wash. Rinse. Repeat" [X Link](https://x.com/SmallCapKing2/status/1953829130824294577) 2025-08-08T14:42Z [----] followers, [---] engagements "Took recent strength (and a 20+% gain in my most recent purchase) to pare back on my $ACCO a bit. Following that recent purchase and years of ownership/analysis I'm starting to wonder if this isn't a value trap. I'm not there yet though so still own a good deal of the stock" [X Link](https://x.com/SmallCapKing2/status/1968756614774579384) 2025-09-18T19:18Z [----] followers, [---] engagements "My big position in $AGM is up today likely given no call out for any increases in reserves or bad debt despite all the pressure on farmers from governmental actions this year. $AGM is extremely diversified so this isn't a huge shock. Stock worth $188 IMO" [X Link](https://x.com/SmallCapKing2/status/1985725853070704686) 2025-11-04T15:08Z [----] followers, [---] engagements "@oldF500cfo Valuation on this is tough. However even w/ add'l foci like wind power $AGM is the same as ever. And historically this stock trades steadily around 8.9x EPS (see below). I think we could boost that a few pts for wind and the securitizations but cautious now on farm economics" [X Link](https://x.com/SmallCapKing2/status/1986312987930427782) 2025-11-06T06:01Z [----] followers, [---] engagements "I continue to own $CSV but now only a small position. New mgmt's transformation has driven a great last bunch of Q's. However having booked excellent profits I'm more sensitive to the cyclicality of mgmt's new model (due to pre-need sales). That and 25% upside = small pos'n" [X Link](https://x.com/SmallCapKing2/status/1987922956484321713) 2025-11-10T16:39Z [----] followers, [----] engagements "I don't expect major surprises in $CSV's Q4 (heck it's death care) but upside possible from strong flu season start & weak 4Q24 comp. I think FY26 has upside (mostly debt paydown) such that my EPS is $3.67 v Street's $3.45 so maybe guide is positive. 30% upside to $55 IMO" [X Link](https://x.com/SmallCapKing2/status/2005666671026229274) 2025-12-29T15:46Z [----] followers, [---] engagements "Not comfy owning $MPAA going into Dec Q (Q3) print. I'm worried about a miss from aggressive cost leverage in Street #'s and possibly continued weak $AAP orders. Street may also be quite aggressive on Q4 and next year. And if I'm wrong I don't see the stock surging" [X Link](https://x.com/SmallCapKing2/status/2005699837380157572) 2025-12-29T17:57Z [----] followers, [---] engagements "Anyone want to participate in a stock pitch-and-pick contest for [----] If there are enough 'yes' votes I'll post details. (I'm thinking contestents send a [--] paragraph pitch. Prizes for best pitch and eventually best pick No idea yet. Yes let's do it Nah no interest Yes let's do it Nah no interest" [X Link](https://x.com/SmallCapKing2/status/2006070053544861952) 2025-12-30T18:29Z [----] followers, [----] engagements "I've had a fear of $ACCO having a BIG miss on FY26 v Street expectations since they reported the last Q on 10/31. Q4 Street ests seem fine but with the stock up 15% since the end of the Q and fear of a bad guide (or just cont'd bad results) I pared back dramatically today" [X Link](https://x.com/SmallCapKing2/status/2014743953304691130) 2026-01-23T16:56Z [----] followers, [---] engagements "Earlier this Q $DHE and now Sartorius reported strong results particularly in their bioprocessing business which Craig-Hallum suggests (rightly IMO) that we should have every reason to expect a strong $BLFS Q when they report. $BLFS is a top [--] position for me" [X Link](https://x.com/SmallCapKing2/status/2018698220075913642) 2026-02-03T14:48Z [----] followers, [---] engagements "The AI fear crushing software stocks is the reason I bailed from $TSQ after owning it for a long time. Consumer AI already stealing traffic from their sites (fewer $GOOG click-thrus) leaving their growth from creating simple websites for small biz's. SO easy for a biz to DIY" [X Link](https://x.com/SmallCapKing2/status/2018791334015037899) 2026-02-03T20:58Z [----] followers, [---] engagements "@bullsbayretail Last wk $TSQ had a meme-like rise on massive "bro volume." Look 50% of their biz is radio - a melting ice cube. Digi adv'ing on the web got slapped last Q in what makes sense to be just the opening salvo. And the website build biz has no moat esp'y vs AI. I can do more detail" [X Link](https://x.com/SmallCapKing2/status/2018904767548809345) 2026-02-04T04:29Z [----] followers, [--] engagements "@chesir3cat agreed" [X Link](https://x.com/SmallCapKing2/status/2019101006429319176) 2026-02-04T17:29Z [----] followers, [---] engagements "@schinskytrades Woo $CRSR +27% after hour. I only read the release - didn't listen to the call - but I thought the outlook was concerning for the very thesis I laid out. That said it seems costs may offset leading to big EBITDA growth. Might also be short covering now that the new is out" [X Link](https://x.com/SmallCapKing2/status/2022092559150162159) 2026-02-12T23:36Z [----] followers, [---] engagements "Does anyone know $AVO Thru $CVGW I now have a ton of exposure to a company I don't know. I don't like that. If anyone is willing to share info please do. I know a lot of pros follow me so please pay it back. If you're afraid to post publicly DM me" [X Link](https://x.com/SmallCapKing2/status/2011849359063671180) 2026-01-15T17:14Z [----] followers, [---] engagements "Not only did my thesis come true that $CRSR's gaming sales would be hurt by higher GPU and memory pricing but computer & electronics CPI came in this morning +3.1% MOM (not YOY) Watch those electronics stocks even as big as $AAPL. Memory prices making these unaffordable" [X Link](https://x.com/SmallCapKing2/status/2022311801262633014) 2026-02-13T14:08Z [----] followers, [---] engagements "Whew After the $ULBI hit today I'm breathing a little easier seeing each of my [--] companies that reported after the close trading up even just modestly in the after hours. $BLFS a big one; $AGM a GREAT long-long-term play; $CRSR my "trade" stock (not long-term investment)" [X Link](https://x.com/SmallCapKing2/status/1953559470304600549) 2025-08-07T20:50Z [----] followers, [----] engagements "$ALKT is getting killed with all the other software providers today who are apparently all going out of biz due to AI. tomorrow. $ALKT has all the qualities of a survivor/thriver: sticky customer base corp/tech relations custs need using AI themselves etc. I remain bullish" [X Link](https://x.com/SmallCapKing2/status/2018788682636136545) 2026-02-03T20:48Z [----] followers, [---] engagements "@GustavErikss0n Gotta focus on the long-term and take advantage of these opportunities. A market truism: Over the long-term stocks follow earnings. Period. That's why I've been buying more and more and more $BYRN. without fear I don't know when I'll get the suckers' money but I will" [X Link](https://x.com/SmallCapKing2/status/2019435513649025043) 2026-02-05T15:38Z [----] followers, [---] engagements "@hank_moody_jr I have 35c for $AIOT's FY27 (Mar YE) but recognize that I'm still relatively new to the name so I haven't really beaten down those #'s like I have for my other names yet" [X Link](https://x.com/SmallCapKing2/status/2021691015900319869) 2026-02-11T21:01Z [----] followers, [--] engagements "@SamWhitman56095 The turbulence is in the stock market not $AIOT's biz. Biz is cranking. Not just current biz but orders pipeline etc. Prior acq's have made them a top [--] player in a very fragmented industry. Their opportunity set is enormous and they just landed a massive deal that proves it" [X Link](https://x.com/SmallCapKing2/status/2021691679481160191) 2026-02-11T21:03Z [----] followers, [---] engagements "1/ Pumped about my newest buy $ASO a massively-undervalued southern US sporting goods retailer at the trough of a significant turnaround as revs grow again margin growth turns positive and EPS not up YOY. (more)" [X Link](https://x.com/SmallCapKing2/status/2005749832204575014) 2025-12-29T21:16Z [----] followers, [----] engagements "I haven't been motivated to call many new companies the last few months so when I say I'm psyched about $ASO. not only did I love what I learned and not only did I do all the work but I was motivated to call in the first place by a very knowledgeable & notable shareholder.😉" [X Link](https://x.com/SmallCapKing2/status/2005751390430482479) 2025-12-29T21:22Z [----] followers, [----] engagements "I can't wait for $BYRN to report Q1 Thu AM if nothing else but give us some freakin' news to allow us better assess this massive drop in the stock and whether it's logical or not. I think it's short-term-ism on Q4 REVs (already released) and a huge $-making opp'y on FY26" [X Link](https://x.com/SmallCapKing2/status/2019065371471352307) 2026-02-04T15:07Z [----] followers, [---] engagements "Having first found $AIOT a month ago and now seeing my first Q'ly results since I remain very bullish. Biz has rounded the bottom and is accelerating 80% of revs recurring nailed a massive new contract and growing margins. 25% EPS grower at 15x No short-term AI risk IMO" [X Link](https://x.com/SmallCapKing2/status/2020969235858718965) 2026-02-09T21:13Z [----] followers, [----] engagements "Bought more $AIOT today on this 9% dip. Thank you to the sellers" [X Link](https://x.com/SmallCapKing2/status/2021274182776947045) 2026-02-10T17:24Z [----] followers, [---] engagements "Upon first glance the HUGE # catching my eye in the $ENGMF release is Q4's revenue per viewer of 52c. That's the KEY number in future revenue and profit growth and was 26c in Q3 My FY21 estimate had 50c for the whole year. I'm clearly low. More to come. #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1374099666682413065) 2021-03-22T20:44Z [----] followers, [--] engagements "Guess we had a "buy the rumor / sell the news" on $EGLX today. No one should panic. Seen it a million times over the decades. Stick with the long-term fundamentals and sleep well at night. #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1384869458334859264) 2021-04-21T13:59Z [----] followers, [--] engagements "Interesting article in Newsweek by @EGLX CEO. Put your political opinions aside - this is about making $ in the mkt. Your biases can only hurt you. The bottom line is $EGLX is becoming a key accepted medium for reaching younger demos. #stocks #smallcaps https://www.newsweek.com/different-battle-underway-future-politics-business-opinion-1581404 https://www.newsweek.com/different-battle-underway-future-politics-business-opinion-1581404" [X Link](https://x.com/SmallCapKing2/status/1388504972443148293) 2021-05-01T14:45Z [----] followers, [--] engagements "$EGLX continues to trade generally "in sympathy" with other eSports names but if you watch closely they are slowly but surely differentiating themselves. And every company I talk to in the space thinks they're extremely well positioned. New price target soon. #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1391849098966405128) 2021-05-10T20:14Z [----] followers, [--] engagements "As many of you have read I believe in continuous analysis - buying and selling are not point decisions but with continuous analysis in between. Given that process I'm bumping my $EGLX price target back up $1 to $21.35. Again the range can be huge but that's my best" [X Link](https://x.com/anyuser/status/1395422146323787784) 2021-05-20T16:52Z [----] followers, [--] engagements "I've been asked many times about $EGLX's seeming concentration riks w/ a 62% customer specified in its financials. I've confirmed my belief that it is $GOOG since $GOOG serves up $EGLX's programmatic ads (+YouTube) so not a concentration risk. #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1396808671523479552) 2021-05-24T12:41Z [----] followers, [--] engagements "Looks like the movie studios are becoming heavy advertisers on $EGLX. Hmmm. Movies just starting to make it back to theatres huge ramp of movies into Q4 and a ton of movies made pre-COVID that should make a very busy FY22 box office. Interesting Upside #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1407019200808378369) 2021-06-21T16:54Z [----] followers, [--] engagements "H.C. Wainwright initiates coverage of $EGLX with a $10 price target. Stock indicating up 5% for the open at the moment" [X Link](https://x.com/anyuser/status/1407669732694704128) 2021-06-23T11:59Z [----] followers, [--] engagements "Scotiabank initiates on $EGLX w/ an Outperform rating and C$9.25 target up about 40%. I think both are too conservative but that's how the Street works. They want to play the "beat & raise" game w/ cont'd increasing price targets as $EGLX performs. #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1420763093378998274) 2021-07-29T15:08Z [----] followers, [--] engagements "My $EGLX expectations for tomorrow are more aggressive than most (all). For the metrics that matter I'm looking for C$36M in revenues (ex any F/X adjustment) and 21.5% in gross margin. 9c loss is irrelevant. Everyone is looking at revenues and gross margin. #stocks #smallcaps" [X Link](https://x.com/anyuser/status/1424759746167517184) 2021-08-09T15:49Z [----] followers, [--] engagements "Don't even think of asking me about $EGLX's continued decline down a lot today. I have no clue what drives other people's decisions. But I believe in the fundamentals - and they're certainly better than last Q - so I don't understand. But I have no fear; just confusion" [X Link](https://x.com/SmallCapKing2/status/1429803010385981441) 2021-08-23T13:49Z [----] followers, [--] engagements "Now's a great time to buy $EGLX. Not just because it's down but because the assumptions to justify the market cap are so reasonable now. Let me go through them in the next few tweets. (more)" [X Link](https://x.com/SmallCapKing2/status/1429810936953675780) 2021-08-23T14:21Z [----] followers, [--] engagements "$EGLX has highest month of US viewership in July. "At a time when more entertainment options were available in the US and restrictions on activities were lifted in many states more Gen Z and Millennial gamers still chose to spend their time on Enthusiast Gaming platforms."" [X Link](https://x.com/SmallCapKing2/status/1432168419072397316) 2021-08-30T02:28Z [----] followers, [--] engagements "Smart move by $EGLX to have July results audited and verified by Nielsen. I suspect this is another tool in the toolbox of the budding sales force to legitimize sales to Gen Z by $EGLX to big potential advertisers" [X Link](https://x.com/SmallCapKing2/status/1432697265425104907) 2021-08-31T13:30Z [----] followers, [--] engagements "Commented on $EGLX - Enthusiast Gaming Isn't As Exciting As It Seems. https://seekingalpha.com/article/4458418-enthusiast-gaming-stock-is-not-as-exciting-as-it-seemssource=twitter&sht=r0incu&shu=lk2je#comment-90276391 https://seekingalpha.com/article/4458418-enthusiast-gaming-stock-is-not-as-exciting-as-it-seemssource=twitter&sht=r0incu&shu=lk2je#comment-90276391" [X Link](https://x.com/anyuser/status/1445448828392390665) 2021-10-05T18:00Z [----] followers, [--] engagements "I just noticed that $GMBL's market cap is only 15% below $EGLX outperforming $EGLX by 15% since $EGLX listed on NASDAQ. All due respect to $GMBL holders but that's nuts They're light years behind $EGLX. Normalizing will occur hopefully thru $EGLX appreciation. #stocks" [X Link](https://x.com/SmallCapKing2/status/1448643264064770056) 2021-10-14T13:34Z [----] followers, [--] engagements "$EGLX reports after the close. The Street is at $41.5M revs -$4M EBITDA and -7c EPS. I'm more aggressive looking for $45M in revs but also -4M EBITDA and -9c. The key is to be above street revs and being in the ballpark of our EBITDA estimates" [X Link](https://x.com/SmallCapKing2/status/1458489401802170370) 2021-11-10T17:39Z [----] followers, [--] engagements "$EGLX direct sales of $6.8M - that's what we wanted to see. Continued strong improvement" [X Link](https://x.com/anyuser/status/1458545493051650048) 2021-11-10T21:21Z [----] followers, [--] engagements "H.C. Wainwright raises $EGLX price target from C$7 to C$8. Still too low but they have to play the game of continuing to allow room for more raises as the stock goes up" [X Link](https://x.com/anyuser/status/1463514279190179843) 2021-11-24T14:26Z [----] followers, [--] engagements "My friends let me share this chart summing up my thinking that $EGLX is being pummeled by association w/ all the crap egaming companies having no viable models. Here's $AMZN in [----] plunging from $113 to $5.50 before beginning it's huge run. All in sympathy w/ crappy dot-coms" [X Link](https://x.com/SmallCapKing2/status/1466896456103743505) 2021-12-03T22:25Z [----] followers, [--] engagements "Finishing my work on $EXPR. are you ready for this. I have a $15 price target on this $2.93 stock. It's been a while since I found a stock that's made me this excited after my initial research. The last was $KIRK. That worked out damn well #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1471859803127533569) 2021-12-17T15:08Z [----] followers, [--] engagements "One of the MOST IMPORTANT items of #stockmarket wisdom I can share that most pros don't even recognize. The best #stocks are NOT necessarily the best companies; the best #stocks are the companies IMPROVING the most. That's why my biggest winners are always turnarounds" [X Link](https://x.com/SmallCapKing2/status/1484590422697685000) 2022-01-21T18:15Z [----] followers, [--] engagements "$EGLX posted prelim Q4 #'s today (Q4's take longer to release given more SEC red tape). Revenues $56.9M direct sales $8.8M and gross margin 24.1% all in-line w/ my $57M $9M and 24.6% and all above Wall St by a decent amount. A good print. #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1491051081555922947) 2022-02-08T14:07Z [----] followers, [--] engagements "Not only did $EGLX beat the sell-side strongly on revs & GM this Q but I'm still above them on EBITDA (-$1.8M v -$3M) & EPS (-7c v -8c). I'm above on all metrics each Q next yr. And I expect EBITDA + in 4Q22 and all FY23 (they don't on either). EPS late [--]. Target upped to US$11" [X Link](https://x.com/SmallCapKing2/status/1491133442234683392) 2022-02-08T19:34Z [----] followers, [--] engagements "Interesting that even in this horrible tape $EGLX is holding onto gains. Volume is twice daily average too. I still don't know what's going on but I like it" [X Link](https://x.com/anyuser/status/1492222070196998148) 2022-02-11T19:40Z [----] followers, [--] engagements "$EGLX was the 3rd biggest % gainer in the NASDAQ this week up 44.8%. There's something we've been waiting for" [X Link](https://x.com/SmallCapKing2/status/1492565147587694595) 2022-02-12T18:23Z [----] followers, [--] engagements "For those interested (though personally I only care when $EGLX turns this into $). "Luminosity Gaming registers 34% growth in Twitch hours watched in [--] months. Luminosity Gamings Twitch hours watched are now 50% greater than the nearest esports competitor." #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1493582846509948934) 2022-02-15T13:47Z [----] followers, [--] engagements "All the egaming stocks look to be hot lately so I checked. and $EGLX is dominating the group (top line in the chart below). To me it's a great sign that they're not all trading together. #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1493663403914764292) 2022-02-15T19:08Z [----] followers, [--] engagements "Any word on $EGLX's 10% pop today [--] days in a row of gains. Nice way to break a "slow bleed streak."" [X Link](https://x.com/anyuser/status/1504853174728994820) 2022-03-18T16:12Z [----] followers, [--] engagements "After much due diligence and while there's still some "show me" I continue to feel good about $EGLX. I did bring my target down from C$11 - C$9.75 (US $8 which I'll use from now on) but importantly I think EBITDA+ still likely late FY22. (more)" [X Link](https://x.com/anyuser/status/1508851488516411397) 2022-03-29T17:00Z [----] followers, [--] engagements "$EGLX reports after the close. My expectations usually hi but on the correct side of the Street. I'm looking for $52.5M & 29.3% gross margin (10c loss PRE-Greywood legal costs). Street at $50.3M & 9c loss. That loss likely to be disappointed due to Greywood. Won't hurt stock" [X Link](https://x.com/anyuser/status/1559178252740169728) 2022-08-15T14:00Z [----] followers, [--] engagements "I won't be around tonight when $EGLX reports earnings so don't read into my lack of commentary. I'll have stuff to say tmo. Good luck to all us shareholders" [X Link](https://x.com/SmallCapKing2/status/1559251810174619648) 2022-08-15T18:52Z [----] followers, [--] engagements "Just added to my $EGLX position for the first time in months. Fundamentals are great masked unfortunately by the Greywood-caused increased operating expenses. Regardless ad mkt not a problem and EBITDA profits still on track for Q4 & FY23. Stock should at least triple" [X Link](https://x.com/anyuser/status/1559583711125016578) 2022-08-16T16:51Z [----] followers, [--] engagements "Just took advantage of the post-release price action to add more $EGLX today. Nothing has changed since US$1.73 on release day - and biz is even better since prior to that time. What nothing has changed I salivate at the discount thanks to Mr. Market. I'll take more at $1.40" [X Link](https://x.com/anyuser/status/1561709901352665088) 2022-08-22T13:40Z [----] followers, [--] engagements "Just bought more $EGLX at $1.39. Prior to last week I hadn't bought for months. I expect the stock to move by year-end as people start to appreciate the positive shift to EBITDA profitability. We'll see. Tough to catch the falling knife" [X Link](https://x.com/SmallCapKing2/status/1563195981084368898) 2022-08-26T16:05Z [----] followers, [--] engagements "Ah just saw it. $EGLX and NFL joined up to launch NFL Tuesday Night Gaming. Now THAT's a relevant press release for a change #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1564965765358518273) 2022-08-31T13:18Z [----] followers, [--] engagements "Money meet mouth. I just added to my $EGLX position by another 15%" [X Link](https://x.com/anyuser/status/1564994289419145217) 2022-08-31T15:11Z [----] followers, [--] engagements "Modestly increasing my $EGLX target to US$8.75 v. today's $1.40. I only factored in the FY23 NFL contract opportunities not potential derivative reactions that could further boost $EGLX sales and profits. I still have cash flow (+) in Q4 but much higher than before in FY23" [X Link](https://x.com/SmallCapKing2/status/1565019392613785607) 2022-08-31T16:51Z [----] followers, [--] engagements "$EGLX adds Nickelodeon and Universal Pictures as advertisers on NFL Tuesday Night Gaming (for the 3-part Family Gaming Series)" [X Link](https://x.com/SmallCapKing2/status/1584537953962930176) 2022-10-24T13:31Z [----] followers, [--] engagements "From B.Riley "Model $EGLX C$57M & C$(3.0M) EBITDA w/ consensus C$55M/C$(2.8M). Rare value near all-time lo 0.5x EV/Revs as breaks into (+) EBITDA & posts 30%+ Y/Y rev growth." I'm Street w/ C$53.5M & C$(4.4M) but I think positive progression more important & value is right" [X Link](https://x.com/SmallCapKing2/status/1591122575622537220) 2022-11-11T17:35Z [----] followers, [--] engagements "Upon review I'm still bullish on $EGLX maintaining US$4.50 target (tho it's still tough to value). Already seems Q4 may be like Q3 - Street too hi on revs (which could be sd growth) offset by better margins. FY23 cash profit expectation IS a big deal and differentiator" [X Link](https://x.com/SmallCapKing2/status/1592559019423502337) 2022-11-15T16:43Z [----] followers, [--] engagements "$EGLX getting out there and attending [--] upcoming investor conferences - one with UBS and the other with Benchmark Securities. Nice to see it up again today" [X Link](https://x.com/anyuser/status/1597351621880852480) 2022-11-28T22:07Z [----] followers, [--] engagements "$EGLX deal with $NFLX fueling pre-market gain of about 10%. So that's the @NFL $NFLX many major companies as advertisers and discussions with [--] other sports networks. Remind me why the stock is at 62c #stocks #smallcaps" [X Link](https://x.com/anyuser/status/1598303712245596160) 2022-12-01T13:11Z [----] followers, [--] engagements "Not to jinx things nor to ignore the fact that we're still down a ton but it's great to see $EGLX up 15% today after the 16% gain yesterday. A little insider buying a couple of conferences a press release on the $NFLX agreement and cont'd execution do wonders" [X Link](https://x.com/SmallCapKing2/status/1598766347894259722) 2022-12-02T19:49Z [----] followers, [--] engagements "@hank_moody_jr Yeah. if anyone else wants to share their own analysis I wouldn't mind more thoughts on $AIOT as I lose my a$$ in this software sell-off. $AIOT seems to be not only a survivor but a thriver. But I'd love to hear other opinions particularly those who think I'd dead wrong" [X Link](https://x.com/SmallCapKing2/status/2021999543139938779) 2026-02-12T17:27Z [----] followers, [--] engagements "@SamWhitman56095 Ah now I understand. Well the services $AIOT provides and the data they integrate and share - which all sounds replicable by AI - comes from proprietary equipment they provide the customer. AI can't do that. Plus $AIOT is actually using AI now to add the value they're adding" [X Link](https://x.com/SmallCapKing2/status/2021999973924319334) 2026-02-12T17:28Z [----] followers, [--] engagements "@SamWhitman56095 That's the short version. But it helps integrate them so tightly into an organization that it's very difficult to be displaced. And again $AIOT is an AI user in their development (it's in their ticker). With such small market share and such order/pipeline momentum I like it" [X Link](https://x.com/SmallCapKing2/status/2022000299712688603) 2026-02-12T17:30Z [----] followers, [--] engagements "@SamWhitman56095 Honestly that's not really concentration IMO (I consider concentration as a single customer over say 20% or a top 3-5 over 50% in total. But that's me. And now $AIOT has the new $100M customer coming in over the next [--] years. Thanks for the (cont'd) discussion" [X Link](https://x.com/SmallCapKing2/status/2022322698341187751) 2026-02-13T14:51Z [----] followers, [--] engagements "@SamWhitman56095 Can you expand in a little more detail" [X Link](https://x.com/SmallCapKing2/status/2022322780176363757) 2026-02-13T14:51Z [----] followers, [--] engagements "$EGLX beat me on REV ($37.1M v $36M) and matched what I thought was an aggressive gross margin figure of 21.5% (actual 21.6%). What can be criticized is very high operating expenses. But the first two #'s - which I think is everyone's focus - look good. #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1425189491392880646) 2021-08-10T20:17Z [----] followers, [--] engagements "RBC initiates coverage of $EGLX w/ a Buy and C$9 price target. Target is way too low but this is the usual "beat-and-raise" game the street plays with companies to keep investors feeling excited. Bottom line: another sell-side firm on board helps; ignore the low target" [X Link](https://x.com/SmallCapKing2/status/1443916589988995073) 2021-10-01T12:31Z [----] followers, [--] engagements "If anyone wants to see the book I've written on $EGLX please read the below. #stocks #smallcaps Commented on $EGLX - Enthusiast Gaming Isn't As Exciting As It Seems. https://t.co/k5epeegAdA Commented on $EGLX - Enthusiast Gaming Isn't As Exciting As It Seems. https://t.co/k5epeegAdA" [X Link](https://x.com/SmallCapKing2/status/1445453148735225861) 2021-10-05T18:17Z [----] followers, [--] engagements "Can't hide from my failures. October was a bad month for me relative to the Russell [----]. $EGLX continues to beat up my portfolio though I still believe in the company's prospects and haven't sold a share. For the year-to-date and 1-year however I'm still kicking a$$" [X Link](https://x.com/SmallCapKing2/status/1455335821029036046) 2021-11-02T00:47Z [----] followers, [--] engagements "B.Riley published a pre-earnings report on $EGLX today with expectations for the Q in line with the rest of the street and reiterating its C$11.50 price target. They call the current sell-off "ephemeral" tying it to the distribution of shares from Blue Ant to their shareholders" [X Link](https://x.com/SmallCapKing2/status/1457735608474931208) 2021-11-08T15:43Z [----] followers, [--] engagements "From what I can see $EGLX beat on revs beat on gross margin and made progress on operating expenses even if not as much as I'd like. Looks like a good Q at first blush. No after hours trades yet" [X Link](https://x.com/SmallCapKing2/status/1458545203581755405) 2021-11-10T21:20Z [----] followers, [--] engagements "With $EGLX I don't like to get overexcited about the stock but a 9% after hours gain is nice to see The call will have key info but all the key metrics I can see right now are positive. (207K subscribers too)" [X Link](https://x.com/SmallCapKing2/status/1458548598724046850) 2021-11-10T21:34Z [----] followers, [--] engagements "$EGLX volume now running out of control (which is good) at 6.5x avg daily volume (with a stock now up almost 30%) and we're not [--] hours into the trading day" [X Link](https://x.com/SmallCapKing2/status/1458830722232369157) 2021-11-11T16:15Z [----] followers, [--] engagements "Here's something I don't recall saying in a long long long time: $EGLX is saving my portfolio today big time" [X Link](https://x.com/SmallCapKing2/status/1460303920241299465) 2021-11-15T17:49Z [----] followers, [--] engagements "$EGLX announces its highest monthly unique visitor traffic ever in October reaching 47.8M US unique visitors (not including under-18 mobile video). In October Twitch was #1 w/ 66.8M $EGLX #2 $RBLX was #3 w/ 39.9M. Doesn't $RBLX has a $72B valuation $ZNGA #4. $ATVI #5" [X Link](https://x.com/anyuser/status/1461320892319993863) 2021-11-18T13:10Z [----] followers, [--] engagements "As if any $EGLX holders like me need new bad news the stock has now hit a new post-NASDAQ listing low. Maddening. Confounding. Frustrating. Trying. Whatever choice you make stay of clear mind and disciplined in your investment decisions. Emotion costs $$$" [X Link](https://x.com/SmallCapKing2/status/1471148596997378056) 2021-12-15T16:02Z [----] followers, [--] engagements "Even when $EGLX trades up its moves still confound me. This is why I'm a long-term investor and not a short-term trader" [X Link](https://x.com/SmallCapKing2/status/1471209291541590025) 2021-12-15T20:03Z [----] followers, [--] engagements "Shhh. don't talk too loudly but $EGLX is up 20% off its bottom on no significant news. Granted that's 20% up on a stock down over 80% but it's (hopefully) a start. Up [--] of the last [--] days" [X Link](https://x.com/SmallCapKing2/status/1490782299511742464) 2022-02-07T20:19Z [----] followers, [--] engagements "Anyone in the mood for a contest I'll want a few dozen players though. Nothing long-term like stock-picking. A quick Twitter contest. How many will click the like and let me know you'll play. #stockmarket" [X Link](https://x.com/SmallCapKing2/status/1491423098713034753) 2022-02-09T14:45Z [----] followers, [--] engagements "$EGLX FINALLY reporting Q4 today. I'm at $56.9M & (7c) v. Street at $54.7M & (7c). Most critically I expect ($1.8M) cash operating profit/(loss). That's strong leverage and would show a path to long-term profits a very strong signal Expect Q1 to be Q4 on normal seasonality" [X Link](https://x.com/SmallCapKing2/status/1508443516061503502) 2022-03-28T13:58Z [----] followers, [--] engagements "Curious where all the EGLX enthusiasts (pun intended) went Used to be a ton of regulars that would comment on my tweets. With the relative disappearance of some of EGLX's mgmt from Twitter it makes me wonder. If you guys are still out there let me know" [X Link](https://x.com/SmallCapKing2/status/1508825606204669952) 2022-03-29T15:17Z [----] followers, [--] engagements "Monstrous revenues by $EGLX after the close. Well above my C$43.75M and the Street's C$41M at C$47.2M. I'm guess F/X helped but that's a great print. Loss of 8c/share v. my 13c and the Street's 12c. The only question left. will the market care Looks great at first blush" [X Link](https://x.com/SmallCapKing2/status/1526295358925680647) 2022-05-16T20:15Z [----] followers, [--] engagements "In the opening comments on $EGLX's call Adrian explicitly states that they "are on an accelerated path to positive EBITDA in the latter stages of this year." That comment cannot be understated and is probably the main reason for the stock pop. #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1526570139977670656) 2022-05-17T14:27Z [----] followers, [--] engagements "On $EGLX I am very excited about the surprise SUSTAINABLE gross margin surge. OpX was higher than I expected but the plan is to start leveraging that a lot. My bullishness grew today but for now keeping my US$8 target (DCF-based) up almost 4-fold" [X Link](https://x.com/SmallCapKing2/status/1526597041564024833) 2022-05-17T16:14Z [----] followers, [--] engagements "Some great guys on a Discord group devoted to EGLX asked if I would host a call w/ EGLX's IR (meaning I'll be asking the questions). I'm psyched. They've kindly invited anyone here to join too. The call will be tomorrow (Thursday) 4PM ET at this link: https://discord.com/events/906605375602688090/971866720992112653 https://discord.com/events/906605375602688090/971866720992112653" [X Link](https://x.com/SmallCapKing2/status/1527085186470580224) 2022-05-19T00:34Z [----] followers, [--] engagements "Very psyched by the Discord call w/ $EGLX's IR. A member of the group will be posting notes so check it out (and it's a great group to stay involved with). But what a story. Strong rev growth strong margin growth upcoming profitability optionality. I'm bullish" [X Link](https://x.com/SmallCapKing2/status/1527399615972233217) 2022-05-19T21:23Z [----] followers, [--] engagements "I continue to encourage and welcome communications from @UpgradeEGLX @RavMenace or others. I'm practically begging to hear the other side which I'll do w/ the same open mind I bring to all my investments. I don't get married to #stocks or mgmts. Convince me" [X Link](https://x.com/SmallCapKing2/status/1529304212047286272) 2022-05-25T03:31Z [----] followers, [--] engagements "$EGLX revs Street (but again I was a little aggressive) at $51.1M. Gross margins - for the 2nd Q in a row - were crazy good 30.0% I had no idea. EPS - minus $2.2M legal costs for Greywood - about = my 10c loss. EBITDA continues to improve and get leverage Solid Q" [X Link](https://x.com/SmallCapKing2/status/1559332843330879489) 2022-08-16T00:14Z [----] followers, [--] engagements "$EGLX shareholders (and other interested parties) I will be hosting a Discord call with the company's IR on Discord tomorrow at 4:30 PM. The link to the Discord page for EGLX is See you there https://discord.com/channels/906605375602688090/906605375602688093 https://discord.com/channels/906605375602688090/906605375602688093" [X Link](https://x.com/SmallCapKing2/status/1594752690243919872) 2022-11-21T18:00Z [----] followers, [--] engagements "Just added 20% to my pos'n in $EGLX. I'll catch the falling knife as I still believe the stock's worth US$4.50 today. And now I'm buying alongside mgmt. Patience is necessary & I'm in no rush. I'll take a 10-bagger over a few yrs if nec'y. If it goes down first I'll buy more" [X Link](https://x.com/SmallCapKing2/status/1595461196915916801) 2022-11-23T16:56Z [----] followers, [--] engagements "$EGLX ticks $1 at 2:45PM. Nice" [X Link](https://x.com/SmallCapKing2/status/1620871085779734529) 2023-02-01T19:45Z [----] followers, [----] engagements "$EGLX just named new CEO with a lot of advertising experience. I don't know the man but bringing in someone with his expertise in ads likely a very smart move and demonstrates (again) that this is a media play that uses video game audiences and not a gaming co" [X Link](https://x.com/SmallCapKing2/status/1630932878677737475) 2023-03-01T14:07Z [----] followers, [----] engagements "If I forgot to mention I was a buyer of $EGLX yesterday. I believe the qualities of the new CEO chosen shows the Board understands that $EGLX is a media company focused on the valuable gamer community and not a gamer company. Exactly what I wanted to see" [X Link](https://x.com/SmallCapKing2/status/1631301077042692096) 2023-03-02T14:30Z [----] followers, [----] engagements "Hey $EGLX shareholders / interested parties Chief Corporate Officer Eric Bernofsky has again offered his time for a Discord call open to all. Once again I'll be asking the direct detailed q's. Join this Monday @ 1:30 ET. @Christhecapable could you provide the link to join" [X Link](https://x.com/SmallCapKing2/status/1641843136979664898) 2023-03-31T16:41Z [----] followers, [----] engagements "$EGLX's Q1 showed the massive profit potential of the model. To me the long-term is brighter than before. My price target is astronomic v 54c today. However w/ no NFL TNG & no Live event Q2 may only be flattish v Q1 maybe expectations. STILL a (huge) 2H story Q4 esp'y" [X Link](https://x.com/SmallCapKing2/status/1658647101272735744) 2023-05-17T01:34Z [----] followers, [----] engagements "$PLCE CEO buys $1M worth of stock putting her $$$ where her mouth is on the bullish long-term outlook that backs my aggressive top pos'n of PLCE. I still think it's worth $60 now at $26. My $20 & $18 buys critized here are looking good - and no one's smacking now" [X Link](https://x.com/SmallCapKing2/status/1676948087615500290) 2023-07-06T13:35Z [----] followers, [----] engagements "I want some props for the warning on $RELL's Q just coming out now. REVs of $58.8M are short of $61M expected and 11c EPS short of 21c. Stock immediately down 16% in the aftermarket and my puts are looking good. #stocks #smallcaps" [X Link](https://x.com/SmallCapKing2/status/1681760959667347456) 2023-07-19T20:20Z [----] followers, [----] engagements "Remember all the daggers thrown at me as $PLCE plummeted to $14 (and I was defending & buying) Nothing has fundamentally changed nor has the message All that's changed is the stock price and sentiment. This is a reminder to let fundamentals guide decisions NOT a stock price" [X Link](https://x.com/SmallCapKing2/status/1692170915386417266) 2023-08-17T13:45Z [----] followers, [----] engagements "I just added 30% to my already top pos'n in $PLCE It's officially a "massive" holding now. Yes it's 2x'd from $14. But I was buying less than a year ago in the $30-40's - and my thesis now is much stronger & more certain v then. Even w/ cont'd tough macro I'm looking for $88" [X Link](https://x.com/SmallCapKing2/status/1692255080831971574) 2023-08-17T19:20Z [----] followers, [----] engagements "$PLCE's CFO participated in a B.Riley conference on 9/14. He had a full day of meetings + group fireside chat that B.Riley says "was easily one of the more well-attended sessions of the conference." He "confidently reiterated $PLCE's 3Q23 2H23 and implied 4Q23 guidance." (more)" [X Link](https://x.com/anyuser/status/1705432780866191622) 2023-09-23T04:03Z [----] followers, [----] engagements "@AndrewB31942540 No you don't need to sell them. They will all sell over the Toronto (TSX) exchange" [X Link](https://x.com/SmallCapKing2/status/1719716938505445754) 2023-11-01T14:04Z [----] followers, [--] engagements "Click the heart if you're in $PETQ with me. (And if my commentaries helped get you in or increase your position please add a quick comment.) Congrats to all. for now. I think there's likely more to come" [X Link](https://x.com/SmallCapKing2/status/1722012779312189763) 2023-11-07T22:06Z [----] followers, [----] engagements "Wish me well folks. COVID sucks" [X Link](https://x.com/SmallCapKing2/status/1740837924361719878) 2023-12-29T20:51Z [----] followers, [----] engagements "Feb results really bad. Part of the reason in all frankness is that I'm getting bored investing solo and my desire to call new ideas has waned significantly. I want to work with people again either training pro analysts for an investing firm or doing something completely new" [X Link](https://x.com/SmallCapKing2/status/1763574516263821797) 2024-03-01T14:38Z [----] followers, [----] engagements "HUGE news for big owners of $PETQ like me. Although I'm shooting myself for cutting my position in half last week on fears of guidance $PETQ still my #4 holding is being bought out at $31/share in cash a 51% premium to today's price Woo-hoo Who's in this with me" [X Link](https://x.com/anyuser/status/1821160189191393487) 2024-08-07T12:23Z [----] followers, [----] engagements "Should've known after Marjorie Taylor Green reported stock purchases yesterday" [X Link](https://x.com/SmallCapKing2/status/1910023125032481256) 2025-04-09T17:32Z [----] followers, [----] engagements "Will you guys forgive me if I take a little $BYRN victory lap today I know the market gods will strike me down early next week on something else but I'd like a tiny little lap. k 🤣" [X Link](https://x.com/anyuser/status/1931054012935414170) 2025-06-06T18:22Z [----] followers, [----] engagements "If you own $CSV (alongside my modest position) I increased my target to $54.50 leaving 15% upside. I'd certainly ride this one out at least into the coming acq's and Q3. That said I've got some questions about how high the Street is on Q4. Nevertheless death is a stable biz" [X Link](https://x.com/SmallCapKing2/status/1954949091953348655) 2025-08-11T16:52Z [----] followers, [---] engagements "Always awesome introducing a brand new analyst to The Legend In this case my son. (The guy in the dollar bill photo I use here.)" [X Link](https://x.com/anyuser/status/1966679399375241541) 2025-09-13T01:44Z [----] followers, [----] engagements "Just made my 4th buy of $BYRN this week. Bring it down more baby I'm loving the tag sale I'm getting. Panic panic panic. Ahhhh "the chart" LOL This is how a good investor makes money. No emotion. No panic. Take advantage of others" [X Link](https://x.com/anyuser/status/1979225132750065893) 2025-10-17T16:36Z [----] followers, [----] engagements "@Goldridge_Cap 1/ Good q. No I don't see $CSV as a long-term own. In fact I think investors in $CSV have to be very mindful of a game-changing development. While new management's focus on driving pre-need cemetary sales is brilliant and creating a ton of growth and profits. (more)" [X Link](https://x.com/SmallCapKing2/status/2006066970265853956) 2025-12-30T18:16Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SmallCapKing2 SmallCapKingSmallCapKing posts on X about $eglx, stocks, target, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 37.41% stocks 20.14% social networks 6.47% technology brands 5.04% cryptocurrencies 4.32% exchanges 2.16% currencies 0.72% travel destinations 0.72%
Social topic influence $eglx #1, stocks #3952, target 11.51%, strong 5.76%, ai 5.76%, $byrn #5, biz #1904, gaming 5.76%, in the 4.32%, market 4.32%
Top accounts mentioned or mentioned by @samwhitman56095 @bullsbayretail @chesir3cat @jeppemckvack @doktorandinvest @mikeysmithman @schinskytrades @gustaverikss0n @hankmoodyjr @hank_moody_jr @dfabian21 @henry431171040 @nativistconcern @dmillercapt @oldf500cfo @eglx @nfl @upgradeeglx @ravmenace @christhecapable
Top assets mentioned OKZOO (AIOT) Federal Agricultural Mortgage Corporation (AGM) ARS Pharmaceuticals, Inc. (SPRY) Carriage Services, Inc. (CSV) Alkami Technology, Inc. (ALKT) Acco Brands Corporation (ACCO) Alphabet Inc Class A (GOOGL) Corsair Gaming, Inc. (CRSR) Academy Sports & Outdoors, Inc. (ASO) Netflix Inc (NFLX) Axon Enterprise, Inc. (AXON) Advance Auto Parts, Inc. (AAP) Mission Produce, Inc. (AVO)
Top posts by engagements in the last [--] hours
"The weak $KTCC results do not surprise me as I telegraphed here months ago. I haven't gone thru the details from the release yet but - also as I expected - weakness does not seem to be ending anytime soon. All that's holding up the stock is the "promise" from a new FY"
X Link 2025-08-28T12:54Z [----] followers, [---] engagements
"$KTCC's Q4 was weak as I expected. However I'm seeing green shoots on a turnaround. As geopolitics settle orders are being released while new ones come in. That said even w/ a rebound built in my FY27 EPS only 19c. I just can't buy at $3 tho I want to buy the turn in mo'"
X Link 2025-08-29T15:54Z [----] followers, [---] engagements
"I brought up a new name a few months ago $ALKT and I'm more excited about it after the Q especially w/ the stock decline from a small timing-related issue. This is an incredibly stable biz w/ massive growth and strong backlog. What's not to like Stock should be $30 IMO"
X Link 2025-11-12T17:39Z [----] followers, [---] engagements
"FYI for all the $AQST cheerleaders who took personal shots at me for defending my investment in $SPRY while arguing the negative aspects of $AQST for the betterment of everyone's research why not own up with similarly shallow shots at yourself"
X Link 2026-01-09T14:25Z [----] followers, [----] engagements
"I don't play in the pre-market much (often not enough liquidity anyway) but for the reasons I spelled out in earlier tweets I took advantage to buy $SPRY at and below $12.40. The stock isn't MUCH higher right now but I'm glad I took advantage before the bigger boys could"
X Link 2026-01-09T14:41Z [----] followers, [---] engagements
"@Henry431171040 @nativistconcern Interesting assumption that $AQST is guaranteed to follow what happened to $SPRY. I implore you as a fellow investor who doesn't want anyone to lose money to look for the bear thesis in the data to make a more informed decision. And understand the release relative to others"
X Link 2026-01-12T13:26Z [----] followers, [---] engagements
"I expect $KTCC to report another weak Q this afternoon - worse than last Q. No Street coverage but I expect $95M revs and (21c). I expect the usual commentary of better Q's ahead but they clearly have to prove themselves - and get back to profits. Dollar decline a big headwind"
X Link 2026-02-03T17:02Z [----] followers, [---] engagements
"$PAYS also getting killed today (and last few weeks) from AI fears against payment providers. Well $PAYS isn't a "payment provider." $PAYS' services for healthcare cos they're rapidly adding are a massive cost save and needed by hc co's. Growth itself proves AI isn't taking biz"
X Link 2026-02-03T20:51Z [----] followers, [---] engagements
"$AVNW beat Street revs by a bit but short of mine. Same w/ adj EBITDA. Same w/ EPS. In retrospect I was way too aggressive but the Street was beat. No change in guide tho' the release says "highest level of Q2 bookings in over a decade." More to come tmo. No aftermkt action"
X Link 2026-02-03T21:11Z [----] followers, [---] engagements
"$KTCC narrowly beat my rev est but surprised my w/ a B/E adj EPS #. That got my eyebrows up. Unfortunately and not to my surprise they once again said they can't give guidance due to macro uncertainty and timing issues. Indicating down a smidge in after hours trading"
X Link 2026-02-03T21:12Z [----] followers, [---] engagements
"@jeppemckvack Oh and $BYRN shorts can point to continued deceleration but money is made when that 2nd derivative turns which I expect it will in FY26. And since money is made looking out the front windshield v the rear-view mirror I think remaining shorts are suckers"
X Link 2026-02-05T13:47Z [----] followers, [---] engagements
"@bullsbayretail @jeppemckvack Not sure. They've had great ad campaigns before as well as some stinkers. Since it's a regional market test I'm guessing the risk is low"
X Link 2026-02-05T14:22Z [----] followers, [--] engagements
"$BYRN increasing prices 4-5% this year first time I can remember across-the-board price increases by them. Can't do this without strong demand giving confidence that these prices will be paid"
X Link 2026-02-05T14:36Z [----] followers, [---] engagements
"@DoktorandInvest There was no guide for Q1. Only said what any remotely smart investor knows about $BYRN. Q1 revs below the holiday-boosted Q4. No rocket science there. Bryan leaving is not new news to most and not necessarily a negative as we can upgrade to more professional mgmt"
X Link 2026-02-05T15:37Z [----] followers, [---] engagements
"@DmillerCapt My apologies - I've never looked at it. The only thought I have is I saw that Google demonstrated some AI "thingy" that was able to create "something" that seemed like a threat to high-end videogame companies. I'm sure that clarifies everything. LOL"
X Link 2026-02-05T19:16Z [----] followers, [--] engagements
"@Mikeysmithman @chesir3cat LOL. Wouldn't that be nice. Only potential buyer would be $AXON according to $BYRN. And when you have only one potential buyer you don't get a great deal. Maybe they can expand the list of buyers in the future but the best way to maximize the price is to put up the EPS"
X Link 2026-02-11T21:05Z [----] followers, [---] engagements
"Really curious to see $CRSR's report tonight. (I'm on the sidelines.) On the one hand they should be make a SH*T-TON of $ on the "carry cost" of DRAM. On the other hand with GPU & DRAM costs soaring no one can afford to build a new computer with their products. Hmmm"
X Link 2026-02-12T18:10Z [----] followers, [----] engagements
"Net-net of those last [--] updates I loaded the boat on $PAYS drop - I previously liked to $6.85 sold (thankfully) but now think is worth $10 (such exciting biz mo'). Surprised by $SGC biz optimism so re-established a bigger position there. No change in my $TSQ or $CYRX holding"
X Link 2025-08-07T13:53Z [----] followers, [----] engagements
"Steady-eddy $AGM my declared best long-long-term investment having a strong day post-earnings. This steady stock shouldn't really surprise and jump 5% but still upside to $212. My game here: buy w/o hesitation every time there's 15% upside. Sell at target. Wash. Rinse. Repeat"
X Link 2025-08-08T14:42Z [----] followers, [---] engagements
"Took recent strength (and a 20+% gain in my most recent purchase) to pare back on my $ACCO a bit. Following that recent purchase and years of ownership/analysis I'm starting to wonder if this isn't a value trap. I'm not there yet though so still own a good deal of the stock"
X Link 2025-09-18T19:18Z [----] followers, [---] engagements
"My big position in $AGM is up today likely given no call out for any increases in reserves or bad debt despite all the pressure on farmers from governmental actions this year. $AGM is extremely diversified so this isn't a huge shock. Stock worth $188 IMO"
X Link 2025-11-04T15:08Z [----] followers, [---] engagements
"@oldF500cfo Valuation on this is tough. However even w/ add'l foci like wind power $AGM is the same as ever. And historically this stock trades steadily around 8.9x EPS (see below). I think we could boost that a few pts for wind and the securitizations but cautious now on farm economics"
X Link 2025-11-06T06:01Z [----] followers, [---] engagements
"I continue to own $CSV but now only a small position. New mgmt's transformation has driven a great last bunch of Q's. However having booked excellent profits I'm more sensitive to the cyclicality of mgmt's new model (due to pre-need sales). That and 25% upside = small pos'n"
X Link 2025-11-10T16:39Z [----] followers, [----] engagements
"I don't expect major surprises in $CSV's Q4 (heck it's death care) but upside possible from strong flu season start & weak 4Q24 comp. I think FY26 has upside (mostly debt paydown) such that my EPS is $3.67 v Street's $3.45 so maybe guide is positive. 30% upside to $55 IMO"
X Link 2025-12-29T15:46Z [----] followers, [---] engagements
"Not comfy owning $MPAA going into Dec Q (Q3) print. I'm worried about a miss from aggressive cost leverage in Street #'s and possibly continued weak $AAP orders. Street may also be quite aggressive on Q4 and next year. And if I'm wrong I don't see the stock surging"
X Link 2025-12-29T17:57Z [----] followers, [---] engagements
"Anyone want to participate in a stock pitch-and-pick contest for [----] If there are enough 'yes' votes I'll post details. (I'm thinking contestents send a [--] paragraph pitch. Prizes for best pitch and eventually best pick No idea yet. Yes let's do it Nah no interest Yes let's do it Nah no interest"
X Link 2025-12-30T18:29Z [----] followers, [----] engagements
"I've had a fear of $ACCO having a BIG miss on FY26 v Street expectations since they reported the last Q on 10/31. Q4 Street ests seem fine but with the stock up 15% since the end of the Q and fear of a bad guide (or just cont'd bad results) I pared back dramatically today"
X Link 2026-01-23T16:56Z [----] followers, [---] engagements
"Earlier this Q $DHE and now Sartorius reported strong results particularly in their bioprocessing business which Craig-Hallum suggests (rightly IMO) that we should have every reason to expect a strong $BLFS Q when they report. $BLFS is a top [--] position for me"
X Link 2026-02-03T14:48Z [----] followers, [---] engagements
"The AI fear crushing software stocks is the reason I bailed from $TSQ after owning it for a long time. Consumer AI already stealing traffic from their sites (fewer $GOOG click-thrus) leaving their growth from creating simple websites for small biz's. SO easy for a biz to DIY"
X Link 2026-02-03T20:58Z [----] followers, [---] engagements
"@bullsbayretail Last wk $TSQ had a meme-like rise on massive "bro volume." Look 50% of their biz is radio - a melting ice cube. Digi adv'ing on the web got slapped last Q in what makes sense to be just the opening salvo. And the website build biz has no moat esp'y vs AI. I can do more detail"
X Link 2026-02-04T04:29Z [----] followers, [--] engagements
"@chesir3cat agreed"
X Link 2026-02-04T17:29Z [----] followers, [---] engagements
"@schinskytrades Woo $CRSR +27% after hour. I only read the release - didn't listen to the call - but I thought the outlook was concerning for the very thesis I laid out. That said it seems costs may offset leading to big EBITDA growth. Might also be short covering now that the new is out"
X Link 2026-02-12T23:36Z [----] followers, [---] engagements
"Does anyone know $AVO Thru $CVGW I now have a ton of exposure to a company I don't know. I don't like that. If anyone is willing to share info please do. I know a lot of pros follow me so please pay it back. If you're afraid to post publicly DM me"
X Link 2026-01-15T17:14Z [----] followers, [---] engagements
"Not only did my thesis come true that $CRSR's gaming sales would be hurt by higher GPU and memory pricing but computer & electronics CPI came in this morning +3.1% MOM (not YOY) Watch those electronics stocks even as big as $AAPL. Memory prices making these unaffordable"
X Link 2026-02-13T14:08Z [----] followers, [---] engagements
"Whew After the $ULBI hit today I'm breathing a little easier seeing each of my [--] companies that reported after the close trading up even just modestly in the after hours. $BLFS a big one; $AGM a GREAT long-long-term play; $CRSR my "trade" stock (not long-term investment)"
X Link 2025-08-07T20:50Z [----] followers, [----] engagements
"$ALKT is getting killed with all the other software providers today who are apparently all going out of biz due to AI. tomorrow. $ALKT has all the qualities of a survivor/thriver: sticky customer base corp/tech relations custs need using AI themselves etc. I remain bullish"
X Link 2026-02-03T20:48Z [----] followers, [---] engagements
"@GustavErikss0n Gotta focus on the long-term and take advantage of these opportunities. A market truism: Over the long-term stocks follow earnings. Period. That's why I've been buying more and more and more $BYRN. without fear I don't know when I'll get the suckers' money but I will"
X Link 2026-02-05T15:38Z [----] followers, [---] engagements
"@hank_moody_jr I have 35c for $AIOT's FY27 (Mar YE) but recognize that I'm still relatively new to the name so I haven't really beaten down those #'s like I have for my other names yet"
X Link 2026-02-11T21:01Z [----] followers, [--] engagements
"@SamWhitman56095 The turbulence is in the stock market not $AIOT's biz. Biz is cranking. Not just current biz but orders pipeline etc. Prior acq's have made them a top [--] player in a very fragmented industry. Their opportunity set is enormous and they just landed a massive deal that proves it"
X Link 2026-02-11T21:03Z [----] followers, [---] engagements
"1/ Pumped about my newest buy $ASO a massively-undervalued southern US sporting goods retailer at the trough of a significant turnaround as revs grow again margin growth turns positive and EPS not up YOY. (more)"
X Link 2025-12-29T21:16Z [----] followers, [----] engagements
"I haven't been motivated to call many new companies the last few months so when I say I'm psyched about $ASO. not only did I love what I learned and not only did I do all the work but I was motivated to call in the first place by a very knowledgeable & notable shareholder.😉"
X Link 2025-12-29T21:22Z [----] followers, [----] engagements
"I can't wait for $BYRN to report Q1 Thu AM if nothing else but give us some freakin' news to allow us better assess this massive drop in the stock and whether it's logical or not. I think it's short-term-ism on Q4 REVs (already released) and a huge $-making opp'y on FY26"
X Link 2026-02-04T15:07Z [----] followers, [---] engagements
"Having first found $AIOT a month ago and now seeing my first Q'ly results since I remain very bullish. Biz has rounded the bottom and is accelerating 80% of revs recurring nailed a massive new contract and growing margins. 25% EPS grower at 15x No short-term AI risk IMO"
X Link 2026-02-09T21:13Z [----] followers, [----] engagements
"Bought more $AIOT today on this 9% dip. Thank you to the sellers"
X Link 2026-02-10T17:24Z [----] followers, [---] engagements
"Upon first glance the HUGE # catching my eye in the $ENGMF release is Q4's revenue per viewer of 52c. That's the KEY number in future revenue and profit growth and was 26c in Q3 My FY21 estimate had 50c for the whole year. I'm clearly low. More to come. #stocks #smallcaps"
X Link 2021-03-22T20:44Z [----] followers, [--] engagements
"Guess we had a "buy the rumor / sell the news" on $EGLX today. No one should panic. Seen it a million times over the decades. Stick with the long-term fundamentals and sleep well at night. #stocks #smallcaps"
X Link 2021-04-21T13:59Z [----] followers, [--] engagements
"Interesting article in Newsweek by @EGLX CEO. Put your political opinions aside - this is about making $ in the mkt. Your biases can only hurt you. The bottom line is $EGLX is becoming a key accepted medium for reaching younger demos. #stocks #smallcaps https://www.newsweek.com/different-battle-underway-future-politics-business-opinion-1581404 https://www.newsweek.com/different-battle-underway-future-politics-business-opinion-1581404"
X Link 2021-05-01T14:45Z [----] followers, [--] engagements
"$EGLX continues to trade generally "in sympathy" with other eSports names but if you watch closely they are slowly but surely differentiating themselves. And every company I talk to in the space thinks they're extremely well positioned. New price target soon. #stocks #smallcaps"
X Link 2021-05-10T20:14Z [----] followers, [--] engagements
"As many of you have read I believe in continuous analysis - buying and selling are not point decisions but with continuous analysis in between. Given that process I'm bumping my $EGLX price target back up $1 to $21.35. Again the range can be huge but that's my best"
X Link 2021-05-20T16:52Z [----] followers, [--] engagements
"I've been asked many times about $EGLX's seeming concentration riks w/ a 62% customer specified in its financials. I've confirmed my belief that it is $GOOG since $GOOG serves up $EGLX's programmatic ads (+YouTube) so not a concentration risk. #stocks #smallcaps"
X Link 2021-05-24T12:41Z [----] followers, [--] engagements
"Looks like the movie studios are becoming heavy advertisers on $EGLX. Hmmm. Movies just starting to make it back to theatres huge ramp of movies into Q4 and a ton of movies made pre-COVID that should make a very busy FY22 box office. Interesting Upside #stocks #smallcaps"
X Link 2021-06-21T16:54Z [----] followers, [--] engagements
"H.C. Wainwright initiates coverage of $EGLX with a $10 price target. Stock indicating up 5% for the open at the moment"
X Link 2021-06-23T11:59Z [----] followers, [--] engagements
"Scotiabank initiates on $EGLX w/ an Outperform rating and C$9.25 target up about 40%. I think both are too conservative but that's how the Street works. They want to play the "beat & raise" game w/ cont'd increasing price targets as $EGLX performs. #stocks #smallcaps"
X Link 2021-07-29T15:08Z [----] followers, [--] engagements
"My $EGLX expectations for tomorrow are more aggressive than most (all). For the metrics that matter I'm looking for C$36M in revenues (ex any F/X adjustment) and 21.5% in gross margin. 9c loss is irrelevant. Everyone is looking at revenues and gross margin. #stocks #smallcaps"
X Link 2021-08-09T15:49Z [----] followers, [--] engagements
"Don't even think of asking me about $EGLX's continued decline down a lot today. I have no clue what drives other people's decisions. But I believe in the fundamentals - and they're certainly better than last Q - so I don't understand. But I have no fear; just confusion"
X Link 2021-08-23T13:49Z [----] followers, [--] engagements
"Now's a great time to buy $EGLX. Not just because it's down but because the assumptions to justify the market cap are so reasonable now. Let me go through them in the next few tweets. (more)"
X Link 2021-08-23T14:21Z [----] followers, [--] engagements
"$EGLX has highest month of US viewership in July. "At a time when more entertainment options were available in the US and restrictions on activities were lifted in many states more Gen Z and Millennial gamers still chose to spend their time on Enthusiast Gaming platforms.""
X Link 2021-08-30T02:28Z [----] followers, [--] engagements
"Smart move by $EGLX to have July results audited and verified by Nielsen. I suspect this is another tool in the toolbox of the budding sales force to legitimize sales to Gen Z by $EGLX to big potential advertisers"
X Link 2021-08-31T13:30Z [----] followers, [--] engagements
"Commented on $EGLX - Enthusiast Gaming Isn't As Exciting As It Seems. https://seekingalpha.com/article/4458418-enthusiast-gaming-stock-is-not-as-exciting-as-it-seemssource=twitter&sht=r0incu&shu=lk2je#comment-90276391 https://seekingalpha.com/article/4458418-enthusiast-gaming-stock-is-not-as-exciting-as-it-seemssource=twitter&sht=r0incu&shu=lk2je#comment-90276391"
X Link 2021-10-05T18:00Z [----] followers, [--] engagements
"I just noticed that $GMBL's market cap is only 15% below $EGLX outperforming $EGLX by 15% since $EGLX listed on NASDAQ. All due respect to $GMBL holders but that's nuts They're light years behind $EGLX. Normalizing will occur hopefully thru $EGLX appreciation. #stocks"
X Link 2021-10-14T13:34Z [----] followers, [--] engagements
"$EGLX reports after the close. The Street is at $41.5M revs -$4M EBITDA and -7c EPS. I'm more aggressive looking for $45M in revs but also -4M EBITDA and -9c. The key is to be above street revs and being in the ballpark of our EBITDA estimates"
X Link 2021-11-10T17:39Z [----] followers, [--] engagements
"$EGLX direct sales of $6.8M - that's what we wanted to see. Continued strong improvement"
X Link 2021-11-10T21:21Z [----] followers, [--] engagements
"H.C. Wainwright raises $EGLX price target from C$7 to C$8. Still too low but they have to play the game of continuing to allow room for more raises as the stock goes up"
X Link 2021-11-24T14:26Z [----] followers, [--] engagements
"My friends let me share this chart summing up my thinking that $EGLX is being pummeled by association w/ all the crap egaming companies having no viable models. Here's $AMZN in [----] plunging from $113 to $5.50 before beginning it's huge run. All in sympathy w/ crappy dot-coms"
X Link 2021-12-03T22:25Z [----] followers, [--] engagements
"Finishing my work on $EXPR. are you ready for this. I have a $15 price target on this $2.93 stock. It's been a while since I found a stock that's made me this excited after my initial research. The last was $KIRK. That worked out damn well #stocks #smallcaps"
X Link 2021-12-17T15:08Z [----] followers, [--] engagements
"One of the MOST IMPORTANT items of #stockmarket wisdom I can share that most pros don't even recognize. The best #stocks are NOT necessarily the best companies; the best #stocks are the companies IMPROVING the most. That's why my biggest winners are always turnarounds"
X Link 2022-01-21T18:15Z [----] followers, [--] engagements
"$EGLX posted prelim Q4 #'s today (Q4's take longer to release given more SEC red tape). Revenues $56.9M direct sales $8.8M and gross margin 24.1% all in-line w/ my $57M $9M and 24.6% and all above Wall St by a decent amount. A good print. #stocks #smallcaps"
X Link 2022-02-08T14:07Z [----] followers, [--] engagements
"Not only did $EGLX beat the sell-side strongly on revs & GM this Q but I'm still above them on EBITDA (-$1.8M v -$3M) & EPS (-7c v -8c). I'm above on all metrics each Q next yr. And I expect EBITDA + in 4Q22 and all FY23 (they don't on either). EPS late [--]. Target upped to US$11"
X Link 2022-02-08T19:34Z [----] followers, [--] engagements
"Interesting that even in this horrible tape $EGLX is holding onto gains. Volume is twice daily average too. I still don't know what's going on but I like it"
X Link 2022-02-11T19:40Z [----] followers, [--] engagements
"$EGLX was the 3rd biggest % gainer in the NASDAQ this week up 44.8%. There's something we've been waiting for"
X Link 2022-02-12T18:23Z [----] followers, [--] engagements
"For those interested (though personally I only care when $EGLX turns this into $). "Luminosity Gaming registers 34% growth in Twitch hours watched in [--] months. Luminosity Gamings Twitch hours watched are now 50% greater than the nearest esports competitor." #stocks #smallcaps"
X Link 2022-02-15T13:47Z [----] followers, [--] engagements
"All the egaming stocks look to be hot lately so I checked. and $EGLX is dominating the group (top line in the chart below). To me it's a great sign that they're not all trading together. #stocks #smallcaps"
X Link 2022-02-15T19:08Z [----] followers, [--] engagements
"Any word on $EGLX's 10% pop today [--] days in a row of gains. Nice way to break a "slow bleed streak.""
X Link 2022-03-18T16:12Z [----] followers, [--] engagements
"After much due diligence and while there's still some "show me" I continue to feel good about $EGLX. I did bring my target down from C$11 - C$9.75 (US $8 which I'll use from now on) but importantly I think EBITDA+ still likely late FY22. (more)"
X Link 2022-03-29T17:00Z [----] followers, [--] engagements
"$EGLX reports after the close. My expectations usually hi but on the correct side of the Street. I'm looking for $52.5M & 29.3% gross margin (10c loss PRE-Greywood legal costs). Street at $50.3M & 9c loss. That loss likely to be disappointed due to Greywood. Won't hurt stock"
X Link 2022-08-15T14:00Z [----] followers, [--] engagements
"I won't be around tonight when $EGLX reports earnings so don't read into my lack of commentary. I'll have stuff to say tmo. Good luck to all us shareholders"
X Link 2022-08-15T18:52Z [----] followers, [--] engagements
"Just added to my $EGLX position for the first time in months. Fundamentals are great masked unfortunately by the Greywood-caused increased operating expenses. Regardless ad mkt not a problem and EBITDA profits still on track for Q4 & FY23. Stock should at least triple"
X Link 2022-08-16T16:51Z [----] followers, [--] engagements
"Just took advantage of the post-release price action to add more $EGLX today. Nothing has changed since US$1.73 on release day - and biz is even better since prior to that time. What nothing has changed I salivate at the discount thanks to Mr. Market. I'll take more at $1.40"
X Link 2022-08-22T13:40Z [----] followers, [--] engagements
"Just bought more $EGLX at $1.39. Prior to last week I hadn't bought for months. I expect the stock to move by year-end as people start to appreciate the positive shift to EBITDA profitability. We'll see. Tough to catch the falling knife"
X Link 2022-08-26T16:05Z [----] followers, [--] engagements
"Ah just saw it. $EGLX and NFL joined up to launch NFL Tuesday Night Gaming. Now THAT's a relevant press release for a change #stocks #smallcaps"
X Link 2022-08-31T13:18Z [----] followers, [--] engagements
"Money meet mouth. I just added to my $EGLX position by another 15%"
X Link 2022-08-31T15:11Z [----] followers, [--] engagements
"Modestly increasing my $EGLX target to US$8.75 v. today's $1.40. I only factored in the FY23 NFL contract opportunities not potential derivative reactions that could further boost $EGLX sales and profits. I still have cash flow (+) in Q4 but much higher than before in FY23"
X Link 2022-08-31T16:51Z [----] followers, [--] engagements
"$EGLX adds Nickelodeon and Universal Pictures as advertisers on NFL Tuesday Night Gaming (for the 3-part Family Gaming Series)"
X Link 2022-10-24T13:31Z [----] followers, [--] engagements
"From B.Riley "Model $EGLX C$57M & C$(3.0M) EBITDA w/ consensus C$55M/C$(2.8M). Rare value near all-time lo 0.5x EV/Revs as breaks into (+) EBITDA & posts 30%+ Y/Y rev growth." I'm Street w/ C$53.5M & C$(4.4M) but I think positive progression more important & value is right"
X Link 2022-11-11T17:35Z [----] followers, [--] engagements
"Upon review I'm still bullish on $EGLX maintaining US$4.50 target (tho it's still tough to value). Already seems Q4 may be like Q3 - Street too hi on revs (which could be sd growth) offset by better margins. FY23 cash profit expectation IS a big deal and differentiator"
X Link 2022-11-15T16:43Z [----] followers, [--] engagements
"$EGLX getting out there and attending [--] upcoming investor conferences - one with UBS and the other with Benchmark Securities. Nice to see it up again today"
X Link 2022-11-28T22:07Z [----] followers, [--] engagements
"$EGLX deal with $NFLX fueling pre-market gain of about 10%. So that's the @NFL $NFLX many major companies as advertisers and discussions with [--] other sports networks. Remind me why the stock is at 62c #stocks #smallcaps"
X Link 2022-12-01T13:11Z [----] followers, [--] engagements
"Not to jinx things nor to ignore the fact that we're still down a ton but it's great to see $EGLX up 15% today after the 16% gain yesterday. A little insider buying a couple of conferences a press release on the $NFLX agreement and cont'd execution do wonders"
X Link 2022-12-02T19:49Z [----] followers, [--] engagements
"@hank_moody_jr Yeah. if anyone else wants to share their own analysis I wouldn't mind more thoughts on $AIOT as I lose my a$$ in this software sell-off. $AIOT seems to be not only a survivor but a thriver. But I'd love to hear other opinions particularly those who think I'd dead wrong"
X Link 2026-02-12T17:27Z [----] followers, [--] engagements
"@SamWhitman56095 Ah now I understand. Well the services $AIOT provides and the data they integrate and share - which all sounds replicable by AI - comes from proprietary equipment they provide the customer. AI can't do that. Plus $AIOT is actually using AI now to add the value they're adding"
X Link 2026-02-12T17:28Z [----] followers, [--] engagements
"@SamWhitman56095 That's the short version. But it helps integrate them so tightly into an organization that it's very difficult to be displaced. And again $AIOT is an AI user in their development (it's in their ticker). With such small market share and such order/pipeline momentum I like it"
X Link 2026-02-12T17:30Z [----] followers, [--] engagements
"@SamWhitman56095 Honestly that's not really concentration IMO (I consider concentration as a single customer over say 20% or a top 3-5 over 50% in total. But that's me. And now $AIOT has the new $100M customer coming in over the next [--] years. Thanks for the (cont'd) discussion"
X Link 2026-02-13T14:51Z [----] followers, [--] engagements
"@SamWhitman56095 Can you expand in a little more detail"
X Link 2026-02-13T14:51Z [----] followers, [--] engagements
"$EGLX beat me on REV ($37.1M v $36M) and matched what I thought was an aggressive gross margin figure of 21.5% (actual 21.6%). What can be criticized is very high operating expenses. But the first two #'s - which I think is everyone's focus - look good. #stocks #smallcaps"
X Link 2021-08-10T20:17Z [----] followers, [--] engagements
"RBC initiates coverage of $EGLX w/ a Buy and C$9 price target. Target is way too low but this is the usual "beat-and-raise" game the street plays with companies to keep investors feeling excited. Bottom line: another sell-side firm on board helps; ignore the low target"
X Link 2021-10-01T12:31Z [----] followers, [--] engagements
"If anyone wants to see the book I've written on $EGLX please read the below. #stocks #smallcaps Commented on $EGLX - Enthusiast Gaming Isn't As Exciting As It Seems. https://t.co/k5epeegAdA Commented on $EGLX - Enthusiast Gaming Isn't As Exciting As It Seems. https://t.co/k5epeegAdA"
X Link 2021-10-05T18:17Z [----] followers, [--] engagements
"Can't hide from my failures. October was a bad month for me relative to the Russell [----]. $EGLX continues to beat up my portfolio though I still believe in the company's prospects and haven't sold a share. For the year-to-date and 1-year however I'm still kicking a$$"
X Link 2021-11-02T00:47Z [----] followers, [--] engagements
"B.Riley published a pre-earnings report on $EGLX today with expectations for the Q in line with the rest of the street and reiterating its C$11.50 price target. They call the current sell-off "ephemeral" tying it to the distribution of shares from Blue Ant to their shareholders"
X Link 2021-11-08T15:43Z [----] followers, [--] engagements
"From what I can see $EGLX beat on revs beat on gross margin and made progress on operating expenses even if not as much as I'd like. Looks like a good Q at first blush. No after hours trades yet"
X Link 2021-11-10T21:20Z [----] followers, [--] engagements
"With $EGLX I don't like to get overexcited about the stock but a 9% after hours gain is nice to see The call will have key info but all the key metrics I can see right now are positive. (207K subscribers too)"
X Link 2021-11-10T21:34Z [----] followers, [--] engagements
"$EGLX volume now running out of control (which is good) at 6.5x avg daily volume (with a stock now up almost 30%) and we're not [--] hours into the trading day"
X Link 2021-11-11T16:15Z [----] followers, [--] engagements
"Here's something I don't recall saying in a long long long time: $EGLX is saving my portfolio today big time"
X Link 2021-11-15T17:49Z [----] followers, [--] engagements
"$EGLX announces its highest monthly unique visitor traffic ever in October reaching 47.8M US unique visitors (not including under-18 mobile video). In October Twitch was #1 w/ 66.8M $EGLX #2 $RBLX was #3 w/ 39.9M. Doesn't $RBLX has a $72B valuation $ZNGA #4. $ATVI #5"
X Link 2021-11-18T13:10Z [----] followers, [--] engagements
"As if any $EGLX holders like me need new bad news the stock has now hit a new post-NASDAQ listing low. Maddening. Confounding. Frustrating. Trying. Whatever choice you make stay of clear mind and disciplined in your investment decisions. Emotion costs $$$"
X Link 2021-12-15T16:02Z [----] followers, [--] engagements
"Even when $EGLX trades up its moves still confound me. This is why I'm a long-term investor and not a short-term trader"
X Link 2021-12-15T20:03Z [----] followers, [--] engagements
"Shhh. don't talk too loudly but $EGLX is up 20% off its bottom on no significant news. Granted that's 20% up on a stock down over 80% but it's (hopefully) a start. Up [--] of the last [--] days"
X Link 2022-02-07T20:19Z [----] followers, [--] engagements
"Anyone in the mood for a contest I'll want a few dozen players though. Nothing long-term like stock-picking. A quick Twitter contest. How many will click the like and let me know you'll play. #stockmarket"
X Link 2022-02-09T14:45Z [----] followers, [--] engagements
"$EGLX FINALLY reporting Q4 today. I'm at $56.9M & (7c) v. Street at $54.7M & (7c). Most critically I expect ($1.8M) cash operating profit/(loss). That's strong leverage and would show a path to long-term profits a very strong signal Expect Q1 to be Q4 on normal seasonality"
X Link 2022-03-28T13:58Z [----] followers, [--] engagements
"Curious where all the EGLX enthusiasts (pun intended) went Used to be a ton of regulars that would comment on my tweets. With the relative disappearance of some of EGLX's mgmt from Twitter it makes me wonder. If you guys are still out there let me know"
X Link 2022-03-29T15:17Z [----] followers, [--] engagements
"Monstrous revenues by $EGLX after the close. Well above my C$43.75M and the Street's C$41M at C$47.2M. I'm guess F/X helped but that's a great print. Loss of 8c/share v. my 13c and the Street's 12c. The only question left. will the market care Looks great at first blush"
X Link 2022-05-16T20:15Z [----] followers, [--] engagements
"In the opening comments on $EGLX's call Adrian explicitly states that they "are on an accelerated path to positive EBITDA in the latter stages of this year." That comment cannot be understated and is probably the main reason for the stock pop. #stocks #smallcaps"
X Link 2022-05-17T14:27Z [----] followers, [--] engagements
"On $EGLX I am very excited about the surprise SUSTAINABLE gross margin surge. OpX was higher than I expected but the plan is to start leveraging that a lot. My bullishness grew today but for now keeping my US$8 target (DCF-based) up almost 4-fold"
X Link 2022-05-17T16:14Z [----] followers, [--] engagements
"Some great guys on a Discord group devoted to EGLX asked if I would host a call w/ EGLX's IR (meaning I'll be asking the questions). I'm psyched. They've kindly invited anyone here to join too. The call will be tomorrow (Thursday) 4PM ET at this link: https://discord.com/events/906605375602688090/971866720992112653 https://discord.com/events/906605375602688090/971866720992112653"
X Link 2022-05-19T00:34Z [----] followers, [--] engagements
"Very psyched by the Discord call w/ $EGLX's IR. A member of the group will be posting notes so check it out (and it's a great group to stay involved with). But what a story. Strong rev growth strong margin growth upcoming profitability optionality. I'm bullish"
X Link 2022-05-19T21:23Z [----] followers, [--] engagements
"I continue to encourage and welcome communications from @UpgradeEGLX @RavMenace or others. I'm practically begging to hear the other side which I'll do w/ the same open mind I bring to all my investments. I don't get married to #stocks or mgmts. Convince me"
X Link 2022-05-25T03:31Z [----] followers, [--] engagements
"$EGLX revs Street (but again I was a little aggressive) at $51.1M. Gross margins - for the 2nd Q in a row - were crazy good 30.0% I had no idea. EPS - minus $2.2M legal costs for Greywood - about = my 10c loss. EBITDA continues to improve and get leverage Solid Q"
X Link 2022-08-16T00:14Z [----] followers, [--] engagements
"$EGLX shareholders (and other interested parties) I will be hosting a Discord call with the company's IR on Discord tomorrow at 4:30 PM. The link to the Discord page for EGLX is See you there https://discord.com/channels/906605375602688090/906605375602688093 https://discord.com/channels/906605375602688090/906605375602688093"
X Link 2022-11-21T18:00Z [----] followers, [--] engagements
"Just added 20% to my pos'n in $EGLX. I'll catch the falling knife as I still believe the stock's worth US$4.50 today. And now I'm buying alongside mgmt. Patience is necessary & I'm in no rush. I'll take a 10-bagger over a few yrs if nec'y. If it goes down first I'll buy more"
X Link 2022-11-23T16:56Z [----] followers, [--] engagements
"$EGLX ticks $1 at 2:45PM. Nice"
X Link 2023-02-01T19:45Z [----] followers, [----] engagements
"$EGLX just named new CEO with a lot of advertising experience. I don't know the man but bringing in someone with his expertise in ads likely a very smart move and demonstrates (again) that this is a media play that uses video game audiences and not a gaming co"
X Link 2023-03-01T14:07Z [----] followers, [----] engagements
"If I forgot to mention I was a buyer of $EGLX yesterday. I believe the qualities of the new CEO chosen shows the Board understands that $EGLX is a media company focused on the valuable gamer community and not a gamer company. Exactly what I wanted to see"
X Link 2023-03-02T14:30Z [----] followers, [----] engagements
"Hey $EGLX shareholders / interested parties Chief Corporate Officer Eric Bernofsky has again offered his time for a Discord call open to all. Once again I'll be asking the direct detailed q's. Join this Monday @ 1:30 ET. @Christhecapable could you provide the link to join"
X Link 2023-03-31T16:41Z [----] followers, [----] engagements
"$EGLX's Q1 showed the massive profit potential of the model. To me the long-term is brighter than before. My price target is astronomic v 54c today. However w/ no NFL TNG & no Live event Q2 may only be flattish v Q1 maybe expectations. STILL a (huge) 2H story Q4 esp'y"
X Link 2023-05-17T01:34Z [----] followers, [----] engagements
"$PLCE CEO buys $1M worth of stock putting her $$$ where her mouth is on the bullish long-term outlook that backs my aggressive top pos'n of PLCE. I still think it's worth $60 now at $26. My $20 & $18 buys critized here are looking good - and no one's smacking now"
X Link 2023-07-06T13:35Z [----] followers, [----] engagements
"I want some props for the warning on $RELL's Q just coming out now. REVs of $58.8M are short of $61M expected and 11c EPS short of 21c. Stock immediately down 16% in the aftermarket and my puts are looking good. #stocks #smallcaps"
X Link 2023-07-19T20:20Z [----] followers, [----] engagements
"Remember all the daggers thrown at me as $PLCE plummeted to $14 (and I was defending & buying) Nothing has fundamentally changed nor has the message All that's changed is the stock price and sentiment. This is a reminder to let fundamentals guide decisions NOT a stock price"
X Link 2023-08-17T13:45Z [----] followers, [----] engagements
"I just added 30% to my already top pos'n in $PLCE It's officially a "massive" holding now. Yes it's 2x'd from $14. But I was buying less than a year ago in the $30-40's - and my thesis now is much stronger & more certain v then. Even w/ cont'd tough macro I'm looking for $88"
X Link 2023-08-17T19:20Z [----] followers, [----] engagements
"$PLCE's CFO participated in a B.Riley conference on 9/14. He had a full day of meetings + group fireside chat that B.Riley says "was easily one of the more well-attended sessions of the conference." He "confidently reiterated $PLCE's 3Q23 2H23 and implied 4Q23 guidance." (more)"
X Link 2023-09-23T04:03Z [----] followers, [----] engagements
"@AndrewB31942540 No you don't need to sell them. They will all sell over the Toronto (TSX) exchange"
X Link 2023-11-01T14:04Z [----] followers, [--] engagements
"Click the heart if you're in $PETQ with me. (And if my commentaries helped get you in or increase your position please add a quick comment.) Congrats to all. for now. I think there's likely more to come"
X Link 2023-11-07T22:06Z [----] followers, [----] engagements
"Wish me well folks. COVID sucks"
X Link 2023-12-29T20:51Z [----] followers, [----] engagements
"Feb results really bad. Part of the reason in all frankness is that I'm getting bored investing solo and my desire to call new ideas has waned significantly. I want to work with people again either training pro analysts for an investing firm or doing something completely new"
X Link 2024-03-01T14:38Z [----] followers, [----] engagements
"HUGE news for big owners of $PETQ like me. Although I'm shooting myself for cutting my position in half last week on fears of guidance $PETQ still my #4 holding is being bought out at $31/share in cash a 51% premium to today's price Woo-hoo Who's in this with me"
X Link 2024-08-07T12:23Z [----] followers, [----] engagements
"Should've known after Marjorie Taylor Green reported stock purchases yesterday"
X Link 2025-04-09T17:32Z [----] followers, [----] engagements
"Will you guys forgive me if I take a little $BYRN victory lap today I know the market gods will strike me down early next week on something else but I'd like a tiny little lap. k 🤣"
X Link 2025-06-06T18:22Z [----] followers, [----] engagements
"If you own $CSV (alongside my modest position) I increased my target to $54.50 leaving 15% upside. I'd certainly ride this one out at least into the coming acq's and Q3. That said I've got some questions about how high the Street is on Q4. Nevertheless death is a stable biz"
X Link 2025-08-11T16:52Z [----] followers, [---] engagements
"Always awesome introducing a brand new analyst to The Legend In this case my son. (The guy in the dollar bill photo I use here.)"
X Link 2025-09-13T01:44Z [----] followers, [----] engagements
"Just made my 4th buy of $BYRN this week. Bring it down more baby I'm loving the tag sale I'm getting. Panic panic panic. Ahhhh "the chart" LOL This is how a good investor makes money. No emotion. No panic. Take advantage of others"
X Link 2025-10-17T16:36Z [----] followers, [----] engagements
"@Goldridge_Cap 1/ Good q. No I don't see $CSV as a long-term own. In fact I think investors in $CSV have to be very mindful of a game-changing development. While new management's focus on driving pre-need cemetary sales is brilliant and creating a ton of growth and profits. (more)"
X Link 2025-12-30T18:16Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::SmallCapKing2