ES X

Did you buy in with me? I entered June 3rd $AMPG

I bought $AMPG today! But why? AmpliTech Group $AMPG is a telecommunications hardware company that builds high-tech electrical components, mainly to boost radio signals while creating minimal noise. Their core business is the design, development, and assembly of high-tech hardware, like their 5G Open RAN systems (AGTGSS), custom low-noise amplifiers, MMIC microchips, and satellite communications equipment. - Their LNA (Low Noise Amplifiers) is the best in the industry, which has various applications, including aerospace & defense, SATCOM & space infrastructure and 5G. - Since $AMPG is fully producing in the US, they are able to sell for military purposes (which has strict requirements, one of them is being fully producing in the US). LNA technology is being utilized in the defense sector. Think of radar systems, electronic warfare equipment and secure communication systems. This is their most interesting revenue segment, which was approximately 62% of their revenue as of Q1 2026 and has higher gross margins (55-60%) $AMPG also sells integrated circuit (IC) ceramic packages and lids to semiconductor packaging plants and data center providers, although this revenue segment offers lower gross margins (23-26%). The numbers speak for themselves: Market cap: $129.60m Revenue 2026 (expected): $50m Gross margins 2026 (expected): 45% Net profit 2026 (expected): 8.0-9.0m LOI: $120 - $140 million Backlog: Over $20 million Moving forward, it is expected that $AMPG's revenue will grow at a CAGR of approximately 24-27% (could also be up to 30%) until atleast 2030. Gross margins are expected to improve further since their revenue mix will shift more towards the 5G, defense and SATCOM & space infrastructure, and away from the IC segment. At ~$130m market cap, you are paying 2.6x 2026 revenue for a company which has the best LNA standard of the industry by a margin, meets military standards, has a gross margin of +45% already (and improving in the coming years), and is already turning profitable in 2026. What are risks? - Dilution. While $AMPG's balance sheet is solid ($18m in cash and approx. $4.1m debt), they may still dilute to fund new investment opportunities and scale up. - High concentration risk: Their biggest customer by far is a major North American MNO. While $AMPG has secured a LOI of $40 million, the concentration risk on one major MNO customer poses a legitimate risk for the company. They accounted for approx. 43% of 2025 revenue and we can expect that number to be higher in the coming years. - Execution: Not surprisingly, execution plays an important role. Scaling up MMIC microchips for example is a difficult process, yield problems may lead to delays and failure to capitalize on their backlog of over $20 million. To conclude, for a company that only has a market cap of ~$130 million, the potential is massive and their fundamental numbers and future prospects look compelling. Obviously, risks are there, but from my eyes the stock still has an attractive risk/reward ratio, even after the recent rally.

I have now entered $AMPG

This name has MOONSHOT POTENTIAL — similar to $NVDA in the early 2000s. $IONQ is one of the leaders in quantum computing and uses a unique trapped-ion approach that many consider technologically superior to several competitors such as Google, Rigetti, or IBM. Why it’s interesting: - Backlog of ~$470M → roughly 2.5x LTM revenue (unique in quantum space) - Around 60% of revenue already comes from commercial customers → a strong sign of real-world traction and demand But let’s be clear: An investment in $IONQ still involves significant risk. Just like early $NVDA: - The company is still highly unprofitable - Valuation remains extremely elevated - The future potential is enormous — but far from guaranteed The parallels are interesting: $NVDA was once seen as → “the future of graphics & AI” $IONQ could become → “the future of quantum computing” Among pure-play quantum companies, $IONQ likely has one of the most asymmetric setups. Its future is still uncertain — just like early-stage $NVDA once was. The real question is: How are you positioning yourselves?

I have now entered $AMPG

Alright, I’ll see you on October 6th, 2026 to buy $BTC again. I keep saying it: Bitcoin is coded this simple. It’s literally the matrix, and every cycle people still fight it like “this time is different.”

$AMPG caught my interest but staying out for now

Added some $BRUN here

There is a brand new AI infrastructure company that just hit the public market and only a few people on X are talking about it. $BRUN. I think this is one of the most overlooked opportunities in the entire AI buildout right now. Here is what Boost Run actually is. They deliver scalable AI and high performance computing infrastructure. GPU compute, CPU nodes, managed Kubernetes, and storage for enterprises that need control, speed, reliability, and compliance. They just began trading on Nasdaq in May after coming public through a SPAC. And the relationships they have already locked in are what make this so compelling. Start with NVIDIA. $BRUN is an NVIDIA Preferred Cloud Service Provider and just achieved NVIDIA Exemplar Cloud validation. In a supply constrained market where everyone is fighting for GPU allocation, being a preferred NVIDIA partner means you get access to next generation chips that competitors cannot easily get. That is a massive structural advantage for a company this size. Then look at Dell. $BRUN entered into a $1.44 billion purchase agreement with Dell Technologies for AI compute and storage infrastructure. They also expanded their relationship with Dell Financial Services to align flexible capital with customer contracts. Dell just posted one of the best quarters in its history with AI server revenue up 757% year over year. $BRUN is plugged directly into that supply chain. And the contracts are already coming. They signed orders for 5,000 NVIDIA B300 GPUs across their facilities with a combined contract value of roughly $471.7 million over 36 months. Take or pay structure. The customer pays for the full term regardless of usage. That is locked in recurring revenue. A newly public AI infrastructure company. NVIDIA preferred partner status. A $1.44 billion Dell agreement. $471 million in contracted GPU revenue already signed. And a market cap that almost nobody has discovered yet because it just came public. This is exactly the kind of early stage gem that gets found before it runs.