Nikolaj

@CM_X_CM Amen brother 🙏🏼

$AIB. Be smart and load the dip. Check out the pinned post on my profile to see why this actually adds to the bullish case for the company.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Digi Power X commits $35 million for NVIDIA Vera Rubin systems - $DGXX $NVDA

@PepInvestStocks Maybe a dumb question, but if the free float is too small for big buyers wouldn’t that keep the stock price low moving forward?

$KLIN.SW - The Micro-Cap Industry Titan Hiding in Plain Sight Imagine a company that co-monopolizes the global production and quality control of advanced gearing systems. A company whose technology is legally and structurally indispensable for the global transition to Electric Vehicles (EVs) and multi-megawatt Offshore Wind Power. Now imagine you can buy this entire global market leader for a jaw-dropping, near-irrelevant market cap of just under CHF 95 million. 1. The Flawless Duopoly: A Tech Moat Built on Code Klingelnberg does not just build machines; it owns the ecosystem. Alongside US competitor Gleason, Klingelnberg commands a fierce global duopoly in high-precision bevel gear technology The "Closed Loop" Lock-In: Klingelnberg’s proprietary software architecture seamlessly connects its grinding machines with its ultra-precise measuring centers. The measuring unit checks the gear to the exact micrometer and updates the machine automatically. No third-party competitor can crack this loop, creating immense customer switching costs. The Global Measurement Standard: Their P-Series measuring centers are widely recognized as the definitive global gold standard . If an aerospace firm, a bullet train manufacturer, or a Tier-1 auto supplier needs to certify high-end rotation components, they must use Klingelnberg. 2. Selling the Shovels in a Multi-Trillion Dollar Gold Rush Klingelnberg is a silent enabler of two unstoppable global megatrends: The EV Acoustic Revolution: Electric vehicles have no loud combustion engines to mask drivetrain friction. High-frequency gear whining ruins the premium EV experience. To build whisper-quiet e-axles, global automakers require flawless, ultra-precise gear finishing. Klingelnberg provides the exact machinery and software needed to achieve this level of silent precision at scale. The Scale-up of Renewable Energy: As offshore wind turbines grow into 15+ megawatt monsters, their gearboxes endure unprecedented physical stress. A single breakdown at sea costs millions. Klingelnberg’s heavy-duty machines (like the P 152) are the only systems capable of verifying and measuring gears weighing up to 8 tons. 3. The Valuation Disconnect: A "Laughable" Market Cap Despite generating over €300 million in annual revenue and employing over 1,000 specialists worldwide, the stock market values Klingelnberg at just ~CHF 95 million. Why does this extreme mispricing exist? The Illiquidity Trap: The founding family tightly controls roughly 57% of the shares via JK Invest AG. The remaining free float is too small for massive institutional asset managers or ETFs to enter, leaving the stock entirely off Wall Street's radar. Absurd Multiples: Klingelnberg currently trades at a Price-to-Sales (P/S) ratio of roughly 0.36 and a Price-to-Book (P/B) ratio of ~0.86. The stock market evaluates this global tech leader for less than its liquidation value and a fraction of its yearly sales. Not financial advice.

@CM_X_CM @TT_stocks_ Loaded op big time at 3.5 💥💪🏼📈

@TT_stocks_ $ANY at 15mill mc..53MW Live, 100mw pipeline, CEO is Joel Block, Ex CFO of $HUT, who led the merger back in 2023, now has merged Cathedra Bitcoin Miner and Any Sphere 3D. comparison: Vivo 41MW up..110mill mc.

$HUBC 800% now. Who has the next one?

@CM_X_CM @test8612 📈💥 added more

@test8612 Yes x.com/i/status/20614…

$ANY looks extremely bullish on the chart..re rating to fair value means a big multiplier from these levels. This first run up isn't gonna stop before at least 20 dollar imho. 3 fair value models imply marketcap of around 400 to 900mill due to their 225mill contract for the 53mw and 100mw pipeline. $vivo $keel $slnh $aibn $dgxx $suun

@aleabitoreddit $ZENA

Okay chat, it’s been awhile since the previous one. And a ton of names from $VPG to $ASPI cooked. So crowdsourcing a new list: What’s your highest conviction ticker that you think can 10x in a short timeframe, and why?

@CM_X_CM Trade of the year! Your dd got me in at 1.66$ and I thought I was late to the party 😅 Comfy long term hold 📈💥

$aib flying

@CM_X_CM Nice one.. done any dd on $ALP? 🤫

Correction. 67 mill mc. My 2 sources showed me 22. My bad, no bad intentions. Still undervalued. Fair valuation model EV/Multiple implies a fair value of 260 to 760. A wide range but much higher in any scenario $AGPU $ain $brun $dgxx $shaz $keel $hive $slnh

@blockch91615 @CM_X_CM 💥

BlockchAIn Digital Infrastructure Inc. (NYSE American: $AIB) announced a 15-year Electric Service Agreement expanding contracted utility load at CLT-01 from 40 MW to 65 MW. According to the release, the full 65 MW is available through existing onsite 34.5 kV infrastructure. Read more: globenewswire.com/news-release/2… Forward-looking statements and risk factors apply. See SEC filings.

@emekaaway @CM_X_CM $KIDZ tick tock ⏱️📈

$KIDZ GPU/AI Data Center pivot 3.5 mill market cap. 100 mill equity deal with Chardan Capital. 20 minutes ago announced a 50million deal with 1Legion to deploy up to 50mill GPU Do you see the huge disconnect and assymetrical opportunity? 150 mill capital on a 3.5mil mc $aib $vivo $dgxx $slnh $bgde just in breaking news:uk.investing.com/news/assorted/…

@daiki_investor Hey man.. just came across your profile. Nice dd you have going on 💪🏼 What undervalued stocks are you especially bullish on right now?

$ALPRG Prologue Sa , une des rares dans le domaine quantique côtée en bourse . Ça ne fabrique pas des ordinateurs quantiques mais des logiciels quantiques . Toutes les avancées quantiques de prologue sont sur ce site : quantumpath.es Valorisation de 20m sans dette.

@CM_X_CM Breaking out 📈

@CM_X_CM Crazy roi potential at 3.5 mil mc! 🤯📈

@ZaStocks Tell me about it.. Sold my $MNTS bag because it sagged behind other space stocks last week. Up 100% since 😅 well… you either win or you learn 💪🏼

Chronic trimming can be an issue. Understandable to want to lock some in but if you’re constantly trimming off some of the position, at some point you’re going to have nothing left. Big winners can’t be big winners if you trim the position down to nothing. Let winners win.

@PepInvestStocks Thanks for your dd. Which one are you most bullish on going forward?

When you like $SIVE, you will love these Swedish small-cap stocks (High RSK/HIGH RWRD!) $ACCON $BEAMMW $VIDH $TERRNT Acconeer AB Market Cap in Euro: approx. €104.9 million Key Partners & Customers: Nexty Electronics (major distributor in Asia), Alps Alpine, Digi-Key, $GFS $AMKR (manufacturing partners). With the A121 sensor, Acconeer holds a technological monopoly on the world’s smallest, most precise, and most energy-efficient pulsed radar chip. Unlike cameras, radar protects privacy. The sensor can measure distances, gestures, and even a person’s heartbeat/breathing in a room with millimeter precision. 2026 catalysts: Acconeer reached a historic milestone and became EBIT-positive (profitable) for the first time since the second half of 2025. This removes the existential risk from the table. Massive revenue growth: In its latest Q1 2026 report, the company announced its third consecutive record quarter with product sales growth of 71% year-over-year. The “A2 design win”: The market is currently waiting for the first major breakthrough of the next chip generation (A2). A large automotive contract for in-cabin monitoring (which will become mandatory in new EU vehicles from 2026/2027 onward) is considered the biggest lever to achieve the company’s revenue target of over SEK 300 million by 2027. BeammWave AB Market Cap in Euro: €11.0 million Key Partners & Customers: Nitto Denko, Cadence, Saab (defense project), MetaSpace Fund (new institutional major investor). As the industry transitions to higher 5G frequencies (millimeter wave / mmWave) and the upcoming 6G standard, traditional analog antennas fail because they consume too much power and signals become blocked. BeammWave solves this global problem with digital beamforming directly on the chip (ADP1 platform). They digitally direct radio beams exactly where the smartphone needs them. 2026 catalysts: The “cleanup” of the share price: In May 2026, BeammWave completed a combination of a targeted institutional capital injection (SEK 20 million) and a rights issue (SEK 51.7 million). Capital raises usually pressure the stock short term, but BeammWave is now fully financed for upcoming mass production. Expansion into South Korea: In March 2026, BeammWave significantly expanded its sales network into South Korea. South Korea is the global epicenter of 5G/6G infrastructure and home to tech giants like Samsung. Involvement in 6G architecture: Management announced in May that BeammWave is now actively helping shape the global reference architecture for the upcoming 6G standard. Any news regarding the first commercial design win in the IoT or smartphone sector could multiply the share price given the company’s tiny market capitalization. Vidhance AB Market Cap in Euro: €6.0 million Key Partners & Customers: $QCOM MediaTek, Xiaomi, Motorola, Vivo, Oppo, ASUS. Vidhance (formerly Imint) offers a pure software solution. Its algorithms stabilize videos in real time at a very high level. Since the software already runs on more than 50 million smartphones, Vidhance has an asset-light business model: every new contract translates into nearly pure profit (gross margin), since no factories need to be built. 2026 catalysts: Qualcomm breakthrough in March 2026: On March 2, 2026, Vidhance announced the successful completion of a reference integration with the high-end “Qualcomm Snapdragon Wear Elite” chip. Qualcomm dominates the global smartwatch and wearables market. Breaking out of the smartphone niche: Through the Qualcomm integration, Vidhance is now positioned as the standard software partner for the next generation of smartwatches, action cameras, and smart glasses (AR/VR). The market is currently underestimating the leverage of this wearables platform entirely (despite a market cap of only €6 million). Terranet AB Market Cap in Euro: approx. €26.2 million Key Partners & Customers: $NVDA Inception program & DRIVE Orin integration), exclusive evaluation agreements with leading automotive electronics groups. BlincVision is positioned as the “airbag of the future” for autonomous driving (ADAS). While conventional LiDAR or camera systems react too slowly, Terranet’s technology detects hazards in urban traffic (for example, a child suddenly running out from behind a parked car) in under 5 milliseconds and initiates braking immediately. 2026 catalysts: CEO insider buying (May 2026): On May 21, 2026, CEO Markus Johansson personally purchased 1,000,000 shares on the open market and announced plans to continue increasing his position because he sees “massive potential in the current phase.” From MVP to volume production: After presenting its functional prototype (MVP) in 2025, Terranet’s official focus for 2026 is on customer projects and preparing for commercial volume production with automotive manufacturers. New evaluation agreements: In April 2026, Terranet signed another memorandum of understanding for evaluation with an unnamed global leading electronics company. Once these testing phases turn into a fixed supply contract with a major automotive OEM, a revaluation of the stock could become unavoidable. Mark my words. Not financial advice.

@CM_X_CM Thanks man - I’m on board 📈

The team of $KIDZ looks capable enough to make this work and at least drive this to 100mill marketcap, an x25 from current levels of around 4mill Key AI‑oriented external hire / advisor While not a C‑level executive, KIDZ has brought in a notable AI‑specific figure: Xin Huang – AI advisor / AI development lead (title typically “Advisor”) Started his career at Microsoft Research Asia, where he worked on visual computing, intelligent systems, computer vision, and graphics, publishing at top conferences such as SIGGRAPH and taking patents in graphics and intelligent‑applications technologies. Over time, his expertise expanded into large‑language models (LLMs), AI‑agent applications, and performance optimization, giving him a strong R&D‑to‑products profile. At Classover he is focused on guiding AI‑tutor and AI‑agent architecture, adaptive homework tools, and AI‑driven tutoring systems, linking frontier‑research experience directly into KIDZ’s product roadmap Classover Holdings, Inc. (NASDAQ: KIDZ) is executing its AI‑centric pivot under the existing core management team, with no public indication of a wholesale leadership overhaul tied to the AI shift. Current core team around the AI pivot Key executives repeatedly cited in recent AI‑focused communications and corporate filings include: Stephanie (Hui) Luo – Founder, Chief Executive Officer, and Chairwoman; she is the public face of the AI and “embodied AI” / robotics pivot, articulating the strategy in Time‑rankings and investor press releases. Yanling Peng – Chief Financial Officer; remains in place as the company redirects capital toward AI and robotics rather than legacy digital‑tutoring infrastructure. Board and support roles The board includes directors such as Amanda Chang, Mona Liang, Tracy Xia, and Yan Zhang, who have been described as part of a newer‑tenure board overseeing the AI‑driven strategy shift. No major new C‑level or AI‑specific hires (e.g., “Chief AI Officer” or similar) are clearly disclosed yet; instead KIDZ leans on existing product and engineering leadership to drive Tutor Studio, Classover Nexus, and the AI Robotics division. $NVDA $AMD $INTC $QCOM $AVGO $TXN $ADI $ON $MRVL $LRCX $ASML $SOXL $SOXS $EQIX $DLR $AMT $COR $CONE $NLY $PRTY $FABC $KEEL $SHA $IREN $NBIS $NVTS $HIVE $DGXX

@CM_X_CM Any info on the team? Thinking about buying some shares right now. Btw loving your work. Followed you into AIB, seems to be a major home run and gaining some serious traction💪🏼

$KIDZ ( Kidz AI/Classover) AI Infrastructure Play Classover just pivoted from EdTech → AI data computing & GPU cloud hosting. This is perfectly timed with the massive AI tailwind. The Setup: Market cap: $4M (micro-cap AI infrastructure) $100M equity facility with Chardan Capital for AI infrastructure build-out Rebranding to "KIDZ AI Inc." — serious commitment to AI-native cloud services Strategy: GPU compute infrastructure, NeoCloud partnerships, vertical integration across AI value chain Why This Is a Multi-Week Runner: AI compute demand is exploding. Hyperscalers desperately need GPU capacity GPU shortage is real. Companies with AI infrastructure have pricing power Cloud services demand at record highs. Every tech giant racing to build AI infrastructure At $4M market cap, this is 1/30th the size of $AIB ($100M) with same strategic pivot Trading near 52-week low. $100M funding runway means they can execute the pivot First-mover micro-cap AI infrastructure play. Very few sub-$10M AI infrastructure stocks AI Tailwind = Massive: Hyperscalers responded to AIB's outreach within hours (6/10 responded). Same demand for KIDZ AI infrastructure is the most asymmetric investment of the decade Data center capacity is the bottleneck. Companies building infrastructure are in the driver's seat Chardan Capital credibility: SEC-registered, FINRA/SIPC member (legitimate, regulated broker-dealer) Specializes in emerging growth companies, SPACs, tech Led Classover's previous $500M Solana deal (June 2025).Recently expanded into digital assets/crypto financings Bottom Line: KIDZ is a high-conviction asymmetric bet on AI infrastructure. At $3.3M market cap with $100M funding runway, the upside is enormous if they execute. AI compute/cloud services are in massive demand. This is perfectly positioned for the AI boom. Early stage, momentum building, massive tailwind. Looks like a multi-week runner in the making. For asymmetric AI data center plays: $AIB = proven assets, 40-50 MW operational, 715 MW pipeline $KIDZ = pure optionality, $4M market cap, $100M runway, massive upside Both are asymmetric AI infrastructure plays. $KIDZ has higher risk but also higher reward at tiny market cap. DYOR, NFA $fabc $vivo $dgxx $keel $nbis $slnh $bird $iren $nvts $quik $tssi $sha $aib I've added the fair valuation assessment here:

@FrankCurzio Hi @FrankCurzio Followed you into DGXX and Vivo with great success 💪🏼 I’m curious to know your thoughts on aib Blockchain Digital? Hoping for your response 🤞🏼

This is a clip from today's podcast that we recorded earlier. $VIVO is a monster - I was shocked that it was up 15%. But now up over 35% is a different story. I've been talking about $VIVO for some time now, and I recommended it in our AI portfolio in the low $2's. Our AI portfolio is on absolute fire. I have literally been screaming about positioning yourself for this run for over a year. If you're in $DGXX and/or looking to buy another data infrastructure company, @Vivo_Power is the one. Today's episode of Wall Street Unplugged will be out later today.

@MZ_NorthAmerica @CM_X_CM 📈

BlockchAIn Names Former Google Business Development Leader as Vice President of Sales ow.ly/UOB550Z2EOk $AIB #BlockchAInInc. #DigitalInfrastructure #HPC #AIHosting aib.us

@CM_X_CM @mkfilko @Milk_overload @MichaelDell @BoostRunGPUs @fluidstack @nscale Thanks for replying and your dd. I was early I DGXX, have a feeling this could be next..

AIB has ten employees. The reason they have low cash are: pivotting towards AI data center over mining. They had 20mill rev and 4.7 or 4.9 profit in 2024. 2025 18.5 and a small loss due to pivot Their strategy is very clear: first get customers, use the revenue to build out to more MW. Their LOIs are worth 1.2 billion when fully upgradedm An Ex Amazon Project Management Director for 25 years would never pick a shady management to work for. He could work anywhere. youtu.be/P90_eHQBOJE?is… Judge for yourself if this guy knows what he's talking about

$BRUN At Dell Tech World 2026. @MichaelDell mentioned @BoostRunGPUs alongside other huge names like $CRWV ($55b MC), $IREN ($17b MC), @fluidstack ($18b) and @nscale ($14.6b). Mine you, BoostRun's market cap is less than $2 billion, still small relative to the other names. And they're also partnered with Fluidstack. I am mega long @BoostRunGPUs.