Jebaim

3.6K posts

Jebaim

@Jebaim3

High growth companies in: Mining / DC Infrastructure / Energy. BBA, Gaming industry veteran. "The person that turns over the most rocks wins the game."

Joined Temmuz 2025

699 Following1.2K Followers

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Jebaim@Jebaim3·1d

Why throw money in $NBIS? or $IREN or $CIFR? You can but why? You could also help anime girls earn and buy $AAOI $AXTI and $LITE (jk, good comps). I had to check 2CRSi $AL2SI more, because: - Ugly name - Website with a lot of outdated content, and no conference calls - 650m Euro Market Cap - still relatively unknown - European, not popular with US investors - High insider ownership / Small institutional ownership 650mc with a goal of 1b in revenue next FY without any dilution. Also, my first substack post (link in the comment).

Jebaim@Jebaim3

Help me understand, why is this not getting more attention? Why is $IQE $OCC $AEHR $ALMU $POET and similar names more popular? 2CRSi is getting ridiculous amounts of orders. Let me guess. It has to do with the promotion on this platform. C'mon anime girls, give it a look? "For the next fiscal year, the Group benefits from strong commercial visibility, with the ambition of surpassing €1 billion in revenue without the need to access capital markets to support this organic growth." Today, the company has 547m EUR market cap. Yes. Worth noting that one of the risks mentioned by the company is "tensions in critical components (DRAM, NAND, processors) and logistical constraints, which may impact project execution timelines depending on external factors such as geopolitical conditions or component availability." Also, good indicator that there's no slowing down in names like $SNDK $MU $SMSN Do your own check before investing!

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Jebaim@Jebaim3·21m

@vlmkapital Sadly, most of ex btc miners fit this. Still believe they can make it, but atm not a huge fan.

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vlmk@vlmkapital·29m

@Jebaim3 IREN is literally what you're describing

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Jebaim@Jebaim3·1h

When a ticker gets spammed on twitter, it yells to me - do not buy. Majority is: - overvalued - diluted - disappearing margins - can't earn or make deals even with an "unprecedented" demand When you read this description, which ticker comes to your mind immediately?

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Jebaim@Jebaim3·22m

@hectordiro What's their story?

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Héctor@hectordiro·50m

@Jebaim3 Itafos

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Jebaim@Jebaim3·23h

Best names under 2b market cap? - Insiders with skin in the game - Low debt / Low risk of dilution - Turnarounds at an inflection point Any ideas?

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Jebaim@Jebaim3·54m

@tonitrades_ I prefer to see improving margins, sales, or selling cash burning businesses to reduce debt. Insiders buying is a signal, but not a rule in many cases.

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toni@tonitrades_·1h

@Jebaim3 Low debt + insider buying = half the equation. The real edge is whether the turnaround is early or already priced in.

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Jebaim@Jebaim3·1h

Some names I think of are $EOSE and $FLNC, or $TGEN (4th point)

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Jebaim@Jebaim3·1h

@MicroCapClub $TGEN helped me with all of that, and it also helped me lose money. I appreciate them for giving me paid lessons on what to avoid when investing.

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MicroCapClub@MicroCapClub·1h

You aren't tested until a company you own and believe in is down 30-40-50% from its highs. You will question your conviction, your strategy, your process. The market has a way of finding your breaking point. Nothing tests your conviction like falling stock prices.

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Jebaim@Jebaim3·1h

@tonitrades_ I think we all prefer inflections in the near future. 1-2y horizon for most of small caps is already a stretch. Add a macro which is filled with uncertainty, you get the best waiting time around a year - IMHO.

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