AI Opportunities Revive Growth for Traditional Companies
More true today. But, it doesn’t mean you shouldn’t consider old school, boring Cos. finding ways to reignite lost growth due to opportunities that AI and related markets like data centers are creating for them. Some may be core buys & some may be trades. $PPIH👍 vs. $EFOI👎
Avoid FOMO; Build Wealth Through Consistent Compounding
I’ll never tell someone they can’t make money chasing FOMO, meme stocks, or hot trends trading at unjustified valuations. In bullish markets, it can work…. Can’t argue with that. But what happens (almost every time) is that when the market finally breaks,...
New Food Contracts Set to Double FSI Revenue
One of our concerns was just eased. We thought $FSI legacy product weakness could obfuscate growth from the new food contracts — that no longer appears to be the case. Mgmt explicitly stating the following quarters will be much stronger...
New Contract Eases Backlog Fears for Overvalued PPIH
💯 concur. It’s funny.. if $PPIH barely had revenue, was hemorrhaging losses & trading at an insane valuation… everybody would be buying it on the barrage of good data center news they’ve had. Today’s contract news should alleviate concerns...
Data Center Stocks Offer Hidden Multibagger Value
Excerpt from yesterday’s @GeoInvesting Weekly Wrap-Up.. I keep telling myself that I want to move away from investing in stocks tied to the data center theme, but I keep coming back to it because that’s where so many legit future multibagger...
Looks Don't Matter—Accurate Real‑time Data Drives Alpha
Looking “pretty” isn’t going to generate alpha. Funny when you see all these vibe-coding, clickbait tweets about all these fintech tools being built with Claude code when they don’t really tell you that you still need to subscribe to...
Trader Overloads Portfolio with Excessive Position Weighting
My Trader when I tell him to keep adding to a position that’s already a 15% position portfolio weighting. https://t.co/PA3yZsoPvz
EFOI Surges 330% on First Data Center Contract
$EFOI up 330% on its first data center contract announcement. Interestingly, it's 10K filed in March revealed the first signs. I unfortunately wrote it off due to horrible past executions issues. But still shows the power of InfoArb. PR:...
DTST's Record Profit Driven Entirely by One‑time Gain
$DTST... highlighting record net income in their earning press release when it all came from a gain. This is the stuff that gives microcaps a bad name (well one of them 🤣)... Makes sure to always read press releases beyond...
InfoArbMonitor Adds SEC Filings to Research Workflow
Update from the @InfoArbMonitor team. The platform has now begun integrating SEC filing presentations into the research flow. Here’s a quick video showing $TGEN Q4 data center pipeline slide: Full Disclosure: I have a vested interest in the success of this...
CDNL Secures First Data Center Contract, Estimates Look Promising
Added $CDNL to @GeoInvesting infrastructure and data center screens, on its first data center contract win today. At first glance.. not crazy cheap, but estimates look good and this opportunity probably isn’t in estimates. Worth tracking. @InfoArbMonitor https://t.co/690KfBGtyX https://t.co/vI99XC51TC
Invest in Data Center Supply Chain, Not Just Builders
Clip from My 2025 @GeoInvesting convo with @Mike10947310 (MultiBagger Mike). Gives shoutout to @citrini. “I tend to focus on 2nd order beneficiaries of large trends, like data centers getting built out. Am I interested in whoever is building the data centers,...