Rahul Sondhi

$CPSH for those who might be interested. I added today @ 4.47.

$CPSH 'everyone is an Anduril supplier' has now turned into 'everyone is a SpaceX supplier' You guys are hilarious This never ends well but ride the mania until it ends

I'll guarantee $CPSH is the easiest 2-3x play looking at the current market Up 12.50% pm and up 100% this year. For me it has room to run to 200-300%+ in a year and beyond. So many stocks going 300%+

$BRAI Halted at 12$ fam Haha

$CPSH CPS is a world-leader in developing advanced materials solutions for transportation, energy, aviation, defense, and oil & gas industries. Market cap: $95M Their customers: - U.S. Navy (War) - U.S. Army (War) - U.S. Dept. of Energy - U.S. Space Force / NASA - $LMT - $RTX

$CPSH 'everyone is an Anduril supplier' has now turned into 'everyone is a SpaceX supplier' You guys are hilarious This never ends well but ride the mania until it ends

$CPSH has one of the best setups here and is one of the more interesting micro cap situations I have come across. CPS Technologies manufactures advanced metal matrix composite components. Aluminum silicon carbide. Hybrid materials that combine the light weight of aluminum with the thermal conductivity and stiffness of ceramics. The kind of precision engineered materials that go inside power electronics for defense systems, satellites, electric vehicles, hypersonic vehicles, and aerospace applications. This is not commodity manufacturing. These components take years to qualify into programs. The thermal management properties of what CPS makes are critical for high power electronics that cannot fail. Defense contractors. Aerospace primes. Government programs. Once you are qualified into a program you stay qualified. The switching cost is enormous because requalifying a new supplier takes years and risks program delays nobody can afford. That is the moat. Quiet. Unglamorous. But real. Now look at the fundamentals. 2025 was a record year. $32.6 million in annual revenue. Improved balance sheet. New contract wins across defense and aerospace. Strong backlog heading into 2026. Q1 came in light on revenue but management was explicit that it was order timing not demand weakness. The backlog and new contract activity support a strong recovery through the rest of the year. Revenue is forecast to grow 19% annually over the next two years against a 12% industry average. Director Ivo Cavoli bought shares personally in March. Insider buying at micro cap level is always worth paying attention to. Now here is the angle that makes this setup genuinely unique. $CPSH is included in a NASA themed ETF. That means passive institutional buying flows into this stock on a consistent and automatic basis. Every time the ETF rebalances. Every time new money flows into the fund. $CPSH gets bought. For a micro cap trading at $65 million market cap with naturally thin volume that institutional bid changes the supply demand dynamic of the entire stock. Most micro caps live and die on retail interest alone. $CPSH has a structural institutional buyer that never goes away regardless of market conditions. That is an underappreciated advantage that almost nobody talks about. Defense spending is accelerating globally. Hypersonic programs require exactly the thermal management materials CPS specializes in. Every electric vehicle and power electronics application needs advanced thermal solutions. The tailwinds behind this business are not going anywhere. $65 million market cap. Record revenue last year. NASA ETF inclusion. Strong backlog. New contracts being won. Insider buying. This is exactly the kind of hidden gem that gets discovered quietly before it moves.

$CPSH had a big sell off after earnings but held the double bottom support and having a nice reaction off of those lows. First entry at market open. Additional entries at $4.40 and $3.89 with a stop loss below $3.43.

$CPSH has one of the best setups here and is one of the more interesting micro cap situations I have come across. CPS Technologies manufactures advanced metal matrix composite components. Aluminum silicon carbide. Hybrid materials that combine the light weight of aluminum with the thermal conductivity and stiffness of ceramics. The kind of precision engineered materials that go inside power electronics for defense systems, satellites, electric vehicles, hypersonic vehicles, and aerospace applications. This is not commodity manufacturing. These components take years to qualify into programs. The thermal management properties of what CPS makes are critical for high power electronics that cannot fail. Defense contractors. Aerospace primes. Government programs. Once you are qualified into a program you stay qualified. The switching cost is enormous because requalifying a new supplier takes years and risks program delays nobody can afford. That is the moat. Quiet. Unglamorous. But real. Now look at the fundamentals. 2025 was a record year. $32.6 million in annual revenue. Improved balance sheet. New contract wins across defense and aerospace. Strong backlog heading into 2026. Q1 came in light on revenue but management was explicit that it was order timing not demand weakness. The backlog and new contract activity support a strong recovery through the rest of the year. Revenue is forecast to grow 19% annually over the next two years against a 12% industry average. Director Ivo Cavoli bought shares personally in March. Insider buying at micro cap level is always worth paying attention to. Now here is the angle that makes this setup genuinely unique. $CPSH is included in a NASA themed ETF. That means passive institutional buying flows into this stock on a consistent and automatic basis. Every time the ETF rebalances. Every time new money flows into the fund. $CPSH gets bought. For a micro cap trading at $65 million market cap with naturally thin volume that institutional bid changes the supply demand dynamic of the entire stock. Most micro caps live and die on retail interest alone. $CPSH has a structural institutional buyer that never goes away regardless of market conditions. That is an underappreciated advantage that almost nobody talks about. Defense spending is accelerating globally. Hypersonic programs require exactly the thermal management materials CPS specializes in. Every electric vehicle and power electronics application needs advanced thermal solutions. The tailwinds behind this business are not going anywhere. $65 million market cap. Record revenue last year. NASA ETF inclusion. Strong backlog. New contracts being won. Insider buying. This is exactly the kind of hidden gem that gets discovered quietly before it moves.

What a day for SPACE! 🔥 Congrats to everyone. Well deserved. I got a starter position in $CPSH too. Quick facts (NFA): NASA and US Space Force and use them for GPS satellites... also in many systems onboard the International Space Station. Not to mention the Mars Rover missions. Renaissance Tech, best performing hedge fund in history, increased their positions... disclosed in latest 13F filing. $NASA ETF, quickly becoming a popular space ETF... also holds it... which results in a LOT of inflows. So every time someone buys the $NASA ETF, they have to buy a little bit of $CPSH... Looking at the daily timeframe... looks like the "start" of a powerful wave 3. Daily chart also has enough bullish confirms for us to be confident. It's holding gold support very nicely. Not much meaningful resistance above. We continue to be incredibly bullish on the entire space theme... $SPCX SpaceX IPO is still many days away, leaving room for many tickers to run. My plan is completely transparent... long the space theme until the IPO (at which point we seek to lock in gains), with the possibility of quick rotations between different space tickers. Mid East situation looks stable too. I'm just ignoring headlines at this point...