grindingmacro

@BoringBiz_ Any thoughts on $ENSI?

“Semiconductor stocks can’t just keep running higher” Semiconductor stocks:

@patientinvestor $PRZO $MTEK $AVAV as well

Quality stocks trading near their 52-week lows: Berkshire $BRK: -13% McDonald's $MCD: -16% Mastercard $MA: -17% Moody's $MCO: -17% Markel $MKL: -18% Home Depot $HD: -23% Otis Elevators $OTIS: -24% S&P Global $SPGI: -26% Nike $NKE: -44%

@YodaStockInvest Scandinavian Astor Group, Gabler Group, Maris-Tech $MTEK, ParaZero $PRZO, Summa Defence, AVAV $AVAV, AmpliTech $AMPG Many names to research mate!

Which stock near 52 week lows is the best buy currently? There are not many left

@jakub_svo Bring it on! I really like the company; exploding revenue growth, think it will do great in coming quarters.

🛡️Droneshield $DRO $DRO.AX Today announcement! $DRO will deliver DroneSentry-X for vehicles to Australian Ministry of Defense. Contract value is 6 mil.AUD and comming with AI integrated system. It means more SaaS in future.

Great news from $Unibap, and also interesting wording in today's press release: "leading space communications provider" & "missile defense (area)". AI-at-edge space applications should be a top priority in today's warfare environment given experience in Iran war.

@GevaliaTrader That is awesome!

$UNIBAP 💪🚀

@QuartzResearch It looks quite interesting indeed, right?

@grindingmacro Interesting company, especially in this environment. It will soon be added to our coverage!

Finnish $SUMMA preparing to scale in Ukraine reconstruction market — which is estimated at $600 billion — through its tractor product, which recently received a €35 million order from an European NATO member state. Quite great news for this small but growing company.

@StonkValue All great names, I would add: $PPSI $MTEK $PRZO $AVAV $MOB here as well for further research

These 20 growth stocks have major potential to dominate the entire market in the long run- 1. $AXTI - Semiconductor Materials Lead 2. $OSS - Rugged Edge Computing Lead 3. $ONDS - Aerial and Ground Intelligence Lead 4. $IREN - AI Data Center Lead 5. $CIFR - HPC Data Center Lead 6. $FLY - Responsive Space Launch Lead 7. $SATL - Earth Observation Satellite Lead 8. $AAOI - Optical Transceiver Lead 9. $TE - Solar PV Module Lead 10. $EOSE - Zinc Battery Storage Lead 11. $IONQ - Trapped-Ion Quantum Lead 12. $LWLG - Electro-Optic Polymer Lead 13. $UUUU - Leading Uranium producer 14. $USAR - Magnet Supply Lead 15. $MP - Rare Earth Materials Leader 16. $WOLF - GaN Power Semiconductor Leader 17. $SIMO - NAND Flash Controller Leader 18. $MRAM - Memory Solutions Leader 19. $LAR - Lithium Carbonate Production 20. $AMBQ - Powers Semiconductor Bookmark for research!

@R2Discovery I do like your call on this one, even though I have none there. Keep the great work.

Great question to ask on the Ceotronics $CEK call is about new products and R&D strategy. I see now signs of new tech being developed (check CT-video page for examples), while market sleeps completely and values stock like no growth commercial headset producer. Detective-store (surveillance equipment reseller) is offering sophisticated cameras produced by CT-Video (Ceotronics subsidiary): "The CT-CC series of cylindrical CCTV cameras has been developed and built with specialised lenses and cameras specifically for the needs of users such as Border Guards, Police, military and other uniformed formations. The reinforced construction and weather resistance allow the cameras to be used in a wide range of temperatures and varying weather conditions. The specific design based on a moving head in the range of 360° horizontally and from -15° to +10° using special optics, allows easy camouflage of the camera and observation of the surroundings. "

@laserwarsHQ Great findings

The last two weeks have been *crazy* for the global laser weapons race ▪️US Secretary of Defense Pete Hegseth says the Pentagon plans on buying “tens to hundreds” of directed energy weapons like high-energy laser systems in the coming years laserwars.net/p/us-military-… ▪️The Pentagon announces five domestic military bases to participate in a directed-energy counter-drone pilot program war.gov/News/News-Stor… ▪️Israel sends its Iron Beam laser weapon to the UAE ft.com/content/624744… ▪️A Chinese laser weapon shows up in the UAE defence-blog.com/chinese-laser-… ▪️Russia announces the deployment of laser weapons to defend the airspace at its borders tass.com/defense/2125269 ▪️South Korea announces plans to deploy a second laser weapon near Seoul to counter North Korean drones en.sedaily.com/politics/2026/… ▪️Ukrainian defense tech company Celebra Tech shows off its Tryzub laser weapon integrated into a mobile platform militarnyi.com/uk/news/lazer-… ▪️Turkey unveils a bunch of new laser weapons armyrecognition.com/news/army-news… armyrecognition.com/?view=article&… Did I miss anything?

@GrumpierBTDay Quite interesting.. good catch!

$VELO $KTOS call: We have received a separate $1 billion plus sole source hypersonic program expansion verbal award which we now also believe we will be receiving shortly. And since our last report, we have had several successful Kratos hypersonic system missions. Kratos's hypersonic franchise is expected to be a key growth driver for our company for the next several years. We expect to begin small jet engine LRIP later this year for cruise missiles and powered munitions and we are planning to produce several thousand engines in 2027 and further increasing and this engine production into 2028. Accordingly, we are pulling together a detailed program plan including with our suppliers to ramp up to annual multiple thousand engine production beginning next year, which supply chain we expect to turn on shortly.

@LilyFunds Yeah, they are doing a great job it seems

$MOB is laser focused imo hitting up all of the appropriate conferences. Next week in addition to Detroit, they’ll also be in Arlington, VA for Loitering Munitions USA Conference 🇺🇸 This is the only U.S. event dedicated entirely to loitering munitions programs-bringing together defense leaders, operators, & industry teams focused on deployment, integration, & mission effectiveness.

@JasonL_Capital All great names, I love $AVAV Think also some attention deserved to smaller names but great tech and still unknown such as $MTEK $MOB $PRZO

The President is telling you exactly what to invest in. He just proposed a $1.5 trillion defense budget - that's a 44% increase. Here are 10 defense stocks that are well off their highs to take advantage of: 1. $AVAV - AeroVironment The Switchblade is the most battle-tested loitering munition on the planet. $186M US Army order for Switchblade 600 Block 2 and Switchblade 300 under a $990M five-year IDIQ contract. Raised FY2026 revenue guidance to $1.95-2.0B. Record funded backlog of $1.1B. Q3 bookings hit $2.1B in a single quarter. New 140,000 sq ft Salt Lake City facility can produce over $2B worth of Switchblade annually. Modern warfare runs on autonomous munitions and AVAV owns the category.

@investwisely321 Great pick

#ENSI $ENSI $ENSIF Now over the £100m mark. Is this now where certain institutions are able to buy the stock

@Lee_Trades $ENSI may be the next multibagger in this space I think?

A small UK company is involved in this.🧐

@RaberTrades Yet..?

$SLNH No big deal, just negotiating with hyper scalers 😴 👀

@StockMKTNewz $PPSI

What's the #1 most UNDERVALUED stock in the market right now?

@StockMKTNewz $MTEK

@jbelizaireCEO It looks quite positive. Keep the good work.

Our Monthly Business Update is out ... Project updates from $SLNH's 600+ MW AI/HPC development pipeline 🧵... Kati 2 (300+ MW) ✅ Award-winning architect & engineering firms selected via competitive RFP ✅ Hyperscaler & neocloud diligence active — more parties joining ✅ Geotech complete ✅ Tax abatement process kicked off ✅ Construction RFP drafting underway ✅ Initial gas engine negotiations in motion Dorothy 3 (300+ MW) ✅ Add-on 50 MW interconnection load study with Goldenspread Electric Co-op & ONCOR ✅ ~400 acres under LOI, purchase agreement expected to close in the coming weeks ✅ Fiber studies underway with leading providers ✅ Community relations task force starting in Briscoe County. Full update in our latest business release 👉 solunacomputing.com/news/monthly-u… AI infrastructure starts with power, land, fiber, and trust. We’re putting those pieces in place. We keep pushin’. $SLNH @SolunaHoldings

@xGuineapig Think the Swedish defense/space ecosystem is quite well prepared to join the top

"Svenska företag är för första gången med i Natos innovationsprogram Diana" 👀 #APRTEC valdes ut bland 2600 ansökande bolag för sin innovativa kylteknik 👍 Trigger i närtid är en "förväntad" order från "globalt techbolag, de bygger för massproduktion. regeringen.se/pressmeddeland…