SYME’s Collapse Ends
#SYME this is where it ends…with a whimper not a bang LSE at it its finest .. https://t.co/Njdk2Ntyrc
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...
Mali's CAP
#CAPD exciting times in Mali unfortunately ..an ex holding from many years ago when they had a similarly extreme event in Egypt when receivables weren’t received and that created a price dislocation worth taking advantage of …this might have a similar...
Tight Spreads Signal Impending Volatility,
Every time spreads have been this tight, they widened violently. 2007. 2019. No one rang a bell then either. $JOJO is the bell. https://t.co/ae6yeTLVdx
MAPS Chart Proves some Stocks Stay Worthless
1M, 6M and 5Y $MAPS chart. Sometimes a stock was just a 💩, is still a 💩 and will always remain a 💩 https://t.co/GOAKZYTZrT
New AlphaMoon CEO Eoin Reveals Must‑Read Insights
Eoin, new CEO of AlphaMoon $AFM.V, with some bangers in this interview every shareholder should read https://t.co/oDa6V3DDyx
ITA Aerospace & Defense Suffers Second-W
$ITA Aerospace & Defense 2nd-worst week since late 2020... odd with oil up and the war ongoing -7% https://t.co/xWZSAtzZld
Activist Bid Unlikely to Succeed, Expect Stock Rebound
$RPAY will likely get taken out, just not this time. Forager (owns 13%) lobbed a bid at $4.80/share. Spread sitting at 20%. Two more activists on the registry. Together, they control 30%+ of the stock. But management isn't going quietly. Poison pill...
Tiny Yield Premium, Huge Risk: Choose Smarter Credit
A sliver of extra yield over Treasuries for significant downside risk. That's not compensation. That's complacency. $JOJO offers a smarter approach to credit. https://t.co/cmg68D8cCS
Hecla Mining Guides Lower 2026 Silver Output, Eyes 20 Moz Growth
Hecla Mining $HL. Operates key mines like Greens Creek (Alaska — one of the world's top silver mines), Lucky Friday (Idaho), and Keno Hill (Yukon). 2026 Guidance: Lower silver output (15.1–16.5 Moz) due to grade changes, but still...
Amazon-Backed X‑Energy Secures $1.02 B IPO
Speaking of IPOs for exciting energy startups... Amazon-Backed Nuclear Firm X-Energy Raises $1.02 Billion in IPO https://t.co/K59eZ3ztTF
SQZ Beats Expectations, Reaffirms Guidance, Plans Organic Growth
Looks like #SQZ operating much better and reiterates FY Guidance. On 2nd June will do a Capital Markets Day and that will focus on "organic" growth options such as infill drilling.
IGO Q1 Results Flat Despite Higher Lithium Prices
$IGO Mar qtr results unenthusing - stable Greenbushes prodn on maintenance, low recovery but this raised costs although ops benefited from higher lithium prices. Kwinana prodn and costs improved though not into profitable territory and it announced a major outage...
Avoid SOFI Puts and Calls Ahead of Binary Print
$SOFI reports Tuesday before market open If you're considering selling puts or covered calls - DON'T This is 🔴 AVOID territory in my book - 6 days to a binary print, IV is going to chew up any premium you collect
SkyWest Q1 Shows Revenue Growth, Fleet Reactivation, Pilot Pipeline
SkyWest’s Q1 2026 call was solid—revenue up, more plane reactivations, and pilot pipeline growing. Steady execution and strong partnerships keeping things on track. ✈️ SkyWest
Home Bancorp Targets Bigger Acquisitions Amid Rising Stock
Home Bancorp $HBCP eyes larger M&A as stock price improves | S&P Global Market Intelligence https://t.co/yi98Ndxs6f
Alani Nu Could Boost CELH Revenue, Undervaluing Stock
$CELH does seem too cheap at ~2.9x NTM ev/revs with Alani Nu growing at 94% YoY. At the end of 2025, the Celsius brand was 60% of total revenues and the Alani Nu brand was 40% of total revenues. Before the...
SKLZ Surges 300% After $20M Legal Grant Win
$SKLZ halted up ~300% on a massive legal victory.... guess that Christmas present to the top brass is really paying off; basically every tranche of that grant in the money. ~$20m windfall
HSBC Reaffirms Buy on OKLO: Clean Balance Sheet, Near Revenue
HSBC just reiterated a buy thesis this morning on OKLO calling it a clean balance sheet with imminent first revenue. Discussed this name in yesterday's video as a swing trade setup (long) $OKLO https://t.co/8HMvCDQEhr
TSLL Targets $12.44 on 15‑Minute Chart
$TSLL see my 15 min chart posted earlier.... I am watching 12.44 for next level.
SME Leaders Show Strong Growth, Lower Valuations
Two popular SME recent results - 1. Prizor Viztech : Revenue 105.93 Cr vs 40.06 Cr (+164.42% YoY) PAT 14.84 Cr vs 5.87 Cr (+152.83% YoY) PE down from ~48x to ~29x post results Margins up Sector Tailwinds Management beats guidance 2. Rajesh Power : Revenue 990 Cr vs...
RMS Margins Boost May Not Return for Decades
Besides being a multiple expansion story, and besides compounding revenues at a low teens rate for years, $RMS' stock has largely also been a margins expansion story, which is unlikely to repeat over the next 15-20 years.
QTWO Undervalued vs Peers; Quebec Spodumene Near Unicorn
Excellent chart @zempheth which I've modified slightly to highlight your very correct pointing out the @Q2Metals -Cisco valuation (USD 420M) comp to Azure/Andover which was bought for USD 1.1B+ when spodumene prices were half what they are today. With Elevra proving...
New Catalyst Fuels Bullish Confidence in $TMDX
I didn't need another reason to be bullish on $TMDX but they just gave me one 😎
FCFS Shines Again as Pawn Shops Boom
FCFS posted great numbers yet again, a favorite small cap financial for years now Pawn Shops thriving
AI Chip and Biotech Stocks Surge on New Contracts
Core AI – Daily Gainers & Losers (04/22/26) Core AI traded broadly higher as chip design, healthcare AI, and data‑center infrastructure names rallied, even as newly listed robotics platform AEVEX and several small‑cap software names slid. – Aeluma (ALMU) jumped 22.63% to...
Bought MSOS at $4.10, Trimmed at $5.60, Holding Onward
We did buy $msos at $4.10ish and some calls on Monday with @StocksOnSpaces and @WOLF_Financial i did trim some here $5.60+.. I'll stay with some https://t.co/LlsEF5td6t
Hims Secures GLP Deals, Positioning for Retatrutide Boom
This is massively good news for $HIMS members and $HIMS shareholders. $HIMS now selling $LLY GLPs which is Tirzepitide. $HIMS already selling the $NVO GLPs which is Semaglutide. This also means that $HIMS members should have access to Retatrutide...
PTX Metals Holds Pent‑Up Exploration Potential Ready to Deploy
PTX Metals $PTX.V $PANXF Overheard about the company and seems quite appropriate: "PTX looks internally busy but externally quiet, which is usually where the real work happens. They now have more exploration capital than originally planned, and the flow‑through...
Kinross Poised for Iamgold Takeover Amid Gold M&A Frenzy
Given Agnico $AEM is digesting Finland (not that they are tapped out by any stretch) and beginning to look under the hood at B2 Gold $BTG Have to think this is Kinross $KGC moment to strike on Iamgold $IAG and “make...
USAF to Triple AMRAAM Orders, Boosting Solitron's Top Program
$SODI The US Air Force has requested to triple annual AMRAAM purchases. Based on my due diligence, I believe this is Solitron‘s largest defense program they sell into. https://t.co/azt1d7PWkv
SoundHound AI Acquires LivePerson, Expands Enterprise AI Footprint
.@SoundHound AI buys LivePerson for $43 million, builds enterprise customer base https://t.co/7fswl32rnF SoundHound AI, which focuses on conversational AI, said it has acquired LivePerson in a deal valued at $43 million, a slight premium to LivePerson's $40 million market cap.
SODI Posts Strong Q4 Sales, Robust $27.3M Backlog
$SODI reports a great 4Q 2026 sales of $5.3 million. https://t.co/NpVNbR8qGx Backlog stands at $27.3 million. The future looks bright.
SNDK Dips Below Lows, Eyes $1000 Breakout
$SNDK slight undercut of the prior day's lows and tap of the 10ema and now testing highs $1000 Magnet? https://t.co/K7j994GdKw
MCCK’s Undervaluation Proved Right, Shares Jump to $71
Wrote this about $MCCK last July: "Mestek reported their Q1 results last week. Cash, and investments were $280 million as of March 31 which equates to $37/share. Shares currently trade at $43.00/share and Mestek has just $8mm of debt. Wild. I obviously...
IWM and QQQ Outpace SPY, DIA Lags
Not a lot of separation between $IWM and $QQQ over the last ~3 months. Both ahead of $SPY (for now). With $DIA clearly the laggard... https://t.co/QSDh0FEkCE
Trump's Crumbs Spark $FLYQQ Killer Swing
Been a while since we've had a Q runner Trump always drops the crumbs it's just whether or not you pick them up $FLYQQ killer swing so far https://t.co/wS9FLDnSLg
Tinka Resources Hits 52‑Week High, New Board Energized
Dancing with a new 52 week high on Tinka Resources $TK.V today and the team hasn't even had a chance yet to get properly under the hood at Ayawilca Thrilled to be invested with the refreshed board who are both talented...
Q1 Letter Highlights Investing Strategies, Secure & GFL Deal
The Greystone Capital Q1 letter is now available on the site. I talk a bit about investing in this environment and discuss Secure $SES.TO and the $GFL deal. https://t.co/W0P94HAyOL
Smith Brothers May Delist to Cut PLC Expenses
#SHOE not hard to envisage the Smith brothers delisting this…if only to reduce PLC costs https://t.co/5hHHnhhH5s
Avoid ASX Relist; Sell Contracts, Cut Losses
If I was $CTD I wouldn’t relist on ASX as stock will plummet 95% or more Instead try and sell the current contracts to $FLT etc and salvage what you can (Never held) 👇👇👇
COH Hits $98, a Decade‑long High
Last time $COH was $98 was more than 10 years ago in early 2016 👀
FMKT Slips 1% yet Stays Sole Deregulation-Focused ETF
The Free Markets ETF ( $FMKT ) ended trading at $21.97 today, down 1.01%. Even with today's slight dip, FMKT remains the market's only ETF focused on capturing value from deregulatory environments. https://t.co/1OVDiGBXUu
CRDO Exits BuyTrigger; Earnings Due April 26
$CRDO is now officially over BuyTrigger. No more buying, its closed. Earnings on the 26th April and lets see how this movie pans out.
Avoid High‑Cost Small‑Cap Funds Lagging 60% Behind
Cleaning up the portfolio of a family friend I helped leave an asshat advisor at a large bank & I was especially grossed out by a position in this Kaufman Small Cap Fund that is underperforming $IWM by 60% over...
Smallcaps Surge to All‑Time Highs, Market Rewards Strength
Smallcaps quietly hitting All-Time Highs 🚀🔥 🟢 Data Patterns 🟢 MTAR Tech 🟢 Syrma SGS 🟢 Aether Industries 🟢 Godawari Power 🟢 Anand Rathi Wealth 🟢 KRN Heat Exchangers 🟢 Aeroflex 🟢 Lumax Auto 🟢 CCL Products 🟢 Sai Life 🟢 PNG Jewellers 🟢 Thangamayil 🟢 Shaily Engineering Market is rewarding strength 📈
FuelCell Jumps 17% After Hot Call Alert
FuelCell (FCEL) up another 17% after the hot call alert yesterday and here seeing 7500 July $13 buy https://t.co/UUNDzfkjZu
OUST Posts Rapid Growth and Positive Q4 EBITDA
$OUST doing numbers. Company is exposed to all the right industries: - Physical AI - Smart infrastructure - Robotics Rapid revenue growth + Positive EBITDA in Q4.
ADTN Surges 146% Y/Y; Consider Long with Tight Stop
ADTN 52‑wk high $17.92; +146% Y/Y, mkt cap $1.45B. Drivers: Q4 beat, FCC exemption, analyst upgrades. Risk: TTM losses, possible overvaluation. Trade: scale into a long with tight stop. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
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...