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[@Mike10947310](/creator/twitter/Mike10947310)
"I do believe at some point in the next X months quantum sensing will become a theme much like quantum computing except with less froth/hype driven movement as the tech is much closer to commercialization What do you think a gov would pay to say be able to track all of its enemy's "stealth" aircraft $50B Quantum sensing makes that sort of thing possible. so research dollar will continue to flow into it until it is achieved. Speculatively I believe this $12B research lab contract is not insignificantly for the development of this tech"  
[X Link](https://x.com/Mike10947310/status/1948784886698946858) [@Mike10947310](/creator/x/Mike10947310) 2025-07-25T16:38Z 13.6K followers, 15K engagements


"Hopeful something comes sooner rather than later on $MFI as theres a finite number of to dosand they are getting done"  
[X Link](https://x.com/Mike10947310/status/1973779015199846743) [@Mike10947310](/creator/x/Mike10947310) 2025-10-02T15:56Z 13.6K followers, 10.6K engagements


"MP materials was a sea change. The US Gov nationalizing a business is an acknowledgement of deep vulnerability. Everything is being bid up indiscriminately now and maybe a detente will end in sharp sell offs in some of the more memey names. But in general LT a US gov that supports REE and mining should cause a sector wide rerate from very low expectations. Thats the sort of megatrend that is really exciting and potentially lucrative"  
[X Link](https://x.com/Mike10947310/status/1977176835646476628) [@Mike10947310](/creator/x/Mike10947310) 2025-10-12T00:57Z 13.6K followers, 48.4K engagements


"If we can source lithium from the US why shouldn't we Rhyolite Ridge can quadruple our domestic supply as of 2028. This would be $440M Revs / $228m of EBITDA annually for $IONR. Mine life is given as XX years but likely much more. And now they have capital secured at the cheapest WACC in all of mining. Plus they are a reshoring / rare earth tariff beneficiary. Companies like Mineral Resources (ASX:MIN) trade at 7-11x NTM EV/EBITDA. Definitely quite a bit of upside no Even if lithium prices in secular decline. and what if that changes Any lithium experts want to comment"  
[X Link](https://x.com/Mike10947310/status/1880411931921596561) [@Mike10947310](/creator/x/Mike10947310) 2025-01-18T00:28Z 13.6K followers, 19.6K engagements


"What's a stock you like that fits into one of these categories X. "A Better Mousetrap" Some fundamental acceleration in adoption/opportunity for their differentiated solution/product/service within their industry. Example: $NVO being first to market w/ Ozempic X. "The Right Place at the Right Time" A change within an industry itself which should become a meaningful tailwind for certain beneficiaries. Example: $HIMS $LFMD etc. benefitting largely from the GLP-1 gold rush as they were already well-positioned to make money from distribution Bonus points for non-obvious answers. I bet if you"  
[X Link](https://x.com/Mike10947310/status/1946629648940515681) [@Mike10947310](/creator/x/Mike10947310) 2025-07-19T17:54Z 13.6K followers, 17K engagements


"Whats everyones best pitch right now And whats the number X thing you want solved or an expert opinion on for it For interesting pitches happy to try and use my network on here to get an answertheres so many siloed people with insane expertise"  
[X Link](https://x.com/Mike10947310/status/1970201979696881963) [@Mike10947310](/creator/x/Mike10947310) 2025-09-22T19:02Z 13.6K followers, 16.9K engagements


"This is the must watch on $IONR"  
[X Link](https://x.com/Mike10947310/status/1976303337269022739) [@Mike10947310](/creator/x/Mike10947310) 2025-10-09T15:06Z 13.6K followers, 9819 engagements


"@OddDiligence Maybe $AEC is a delayed reaction to yesterday mine approval"  
[X Link](https://x.com/Mike10947310/status/1976636981645037813) [@Mike10947310](/creator/x/Mike10947310) 2025-10-10T13:12Z 13.6K followers, 1515 engagements


"In investing I feel like you are better off swinging for doubles than trying to hit a grand slam (those are too hard to predict). So what's your favorite name that will double this year"  
[X Link](https://x.com/Mike10947310/status/1904522203321729179) [@Mike10947310](/creator/x/Mike10947310) 2025-03-25T13:14Z 13.6K followers, 49.3K engagements


"When I read this its hard for me not to think that $ALTS does something like $DJT or $NMAX or Trumpcoin. The tokenomics are insane. Then again I think who doesnt know this Why hasnt it run up in anticipation much more My best answer is: X. Its kinda complex for retail (like your buddy who is always late to every trend) X. Crypto people are just playing it via perps or spot they dont usually do stocks X. Who is going to pitch this to their PM So many funds arent playing Does this sound convincing or is there something I am missing that explains the lack of an insane run up on the literal"  
[X Link](https://x.com/Mike10947310/status/1960866029237887345) [@Mike10947310](/creator/x/Mike10947310) 2025-08-28T00:44Z 13.6K followers, 32.6K engagements


"For those who don't have 'Stack finally getting around to sharing my and @everyonehatesp1 basic $AMPG take. The extreme tl;dr is just that (per the graph below) the company is an extreme outlier in terms of valuation. I believe its LOIs can get it to $50m in '26 revs. The LOIs are for $120m over the next few years. One is already being serviced and has been expanded twice. This is with Telus. The other with an unnamed as-yet MNO has been expanded once. If you believe that the biz should trade at circa 3x EV/Sales NTM and underwrite the LOIs getting them to $XX that's a double from here."  
[X Link](https://x.com/Mike10947310/status/1964098222881984766) [@Mike10947310](/creator/x/Mike10947310) 2025-09-05T22:48Z 13.6K followers, 20.4K engagements


"Few stocks Im interested in looking into right now and why: $AEC - think uranium refining is going to be a focus of gov industrial push (they have one of three workable mills in US + $UEC owns a major stake and is looking to start a refining arm) $PPTA - antimony is as necessary a critical mineral for defense and John Paulson owns a majority and is buddies with Trump decent shout for a gov partnership $AMPG - been selling off on little news. Regardless of quantum debates on here (largely agree with Shkreli on the actual use cases) companies like IBM are building qubits that need LNA and new"  
[X Link](https://x.com/Mike10947310/status/1972323616101462436) [@Mike10947310](/creator/x/Mike10947310) 2025-09-28T15:32Z 13.6K followers, 86K engagements


"Yesterday $AEC had its mine approved. The US only consumes X% domestically sourced uranium. Could be the reason for a delayed reaction today"  
[X Link](https://x.com/Mike10947310/status/1976637788813725720) [@Mike10947310](/creator/x/Mike10947310) 2025-10-10T13:15Z 13.6K followers, 8352 engagements


"Obviously all illiquid microcaps that have run this year will be indiscriminately sold on risk-off but this seems to be like it should be very bullish for vertically integrated American companies making critical comms components such as $AMPG $FEIM $NTGR (not American manuf but trustworthy western supply chain) etc"  
[X Link](https://x.com/Mike10947310/status/1976702732330205524) [@Mike10947310](/creator/x/Mike10947310) 2025-10-10T17:33Z 13.6K followers, 16.7K engagements


"People dont realize but Ioneer will have refining capacity for its lithium. And as we all know rare earths themselves arent rare $IONR"  
[X Link](https://x.com/Mike10947310/status/1978086128138834167) [@Mike10947310](/creator/x/Mike10947310) 2025-10-14T13:10Z 13.6K followers, 8020 engagements


"Soham and @pennycheck absolutely killed it on $LPTH"  
[X Link](https://x.com/Mike10947310/status/1978144076387020882) [@Mike10947310](/creator/x/Mike10947310) 2025-10-14T17:01Z 13.6K followers, 16.6K engagements


"$TGEN move to ATH today. Wow. Think call flow yesterday is largely why people feeling frothy on it. Theme super strong but no specific news afaict but lmk if I missed it"  
[X Link](https://x.com/Mike10947310/status/1978568035691565314) [@Mike10947310](/creator/x/Mike10947310) 2025-10-15T21:05Z 13.6K followers, 11K engagements


"If quantum sensing was just called something like advanced sensing technology these names would be much higher imo. I think the quantum just distracts everyone at this point :)"  
[X Link](https://x.com/Mike10947310/status/1979302517075763305) [@Mike10947310](/creator/x/Mike10947310) 2025-10-17T21:44Z 13.6K followers, 11.6K engagements