Full Port Capital

@OptimusDelta Can you even buy this ? There’s almost no volume

$VGO.WA - The Infrared Invisible Eye That Just Unlocked the US Defense Market. While the market is distracted by flashy drone manufacturers, Vigo is quietly building the brain that detects them. Here is why this Polish tech titan is about to become a household name in global defense. The Nature of Warfare has Shifted (Again) The battlefield is no longer just about big tanks; it’s about silent drones. Expensive electronic warfare suites can jam radio signals, but they can’t hide the laser pulses a drone uses to lock onto a target. This has created an urgent, multi-billion dollar demand for Passive Detection;the ability to hear a laser without giving away your own position. The HELIOS Edge: The Uncooled Revolution Most high-end infrared sensors are heavy, loud, and require cryogenic cooling (mini-refrigerators) to work. You can't put that on a soldier’s head. Vigo's HELIOS (Helmet Laser Impulse Observation System) is a lock-step change in technology. The Uncooled Advantage: Vigo is the world leader in high-sensitivity sensors that require zero cooling. Man-Portable: Because it’s uncooled, HELIOS is light enough to clip onto a standard helmet. It gives every individual soldier eyes in the back of their head for laser-guided threats. Status: As of mid-April 2026, it is a functional prototype currently being fast-tracked for field trials. The Strategic Trojan Horse: The Florida Move The biggest hurdle for European defense tech is always the US market and ITAR (export) regulations. The Acquisition: Last month, Vigo finalized the $8.4M acquisition of InfraRed Associates in Florida. The Result: By owning a US manufacturing facility, Vigo can now label their tech Made in USA. The Reveal: In 10 days, they are showcasing HELIOS at the SPIE Defense + Security show in Maryland (Booth #1106). This is their aggressive coming out party for the US Department of Defense. 🫦

@Kaizen_Investor Congrats man ! Such moments are what makes life even more worth living. Wish you and yours the best !

Guys, I became a father yesterday. The birth was not what we hoped for as my wife lost a lot of blood and went through emergency cesarean section. She stayed very composed while she laid our future in the hand of science and doctors we never met. Apparently, a mother knows what she has to do. My wife and son are in great condition now. Incredible grateful for all the doctors and nurses who helped during surgery.

@vlmkapital Are you bullish on this name ? Seems like a fresh discovery, still trying to gauge if it’s hype or real stuff underneath

$LPK As the stock gains traction, there's going to be lots of this hype-oriented posting from pumper accounts. Hope everyone does their research so they see the actual bull thesis 1. LIDE is NOT laser drilling! 2. Pump had 0 to do with $TSEM or $ALMU (and the post even acknowledges that they barely have thematic overlap) 3. TOPPAN and LG Innotek are not confirmed customers 4. "AMD, NVIDIA and Amazon" is just random namedropping, CEO himself said that orders rarely come from OEMs directly

@Toni11443724 Thanks, I’m mainly interested in $GENO. Looks like it fits the trend of sea defense and EU’s defense ramp up

@Compounding_K All companies are already trading on Euronext exchanges. On valuation, I just can't say right now, havent done enough work. Interestingly, Kaleon has a 30-25% Ebitda margin.

Interesting IPOs announced on Euronext since 12/25: 1) $KLN - Milán🇮🇹 Promotion&monetization of Italian heritage sites. Operates Museums, turistic islands in Lago Maggiore & historic palaces. Revenues are ticket fees+added services like cafés&souvenir stores.

@LunchInvesting Thanks Lunch ! I’ve followed you on RYGYO and it’s been a slam dunk. What do you think of both companies now ? Are there still room for outperformance ?

I uploaded this video on January 3rd, 2026. Since then, $RYSAS is up 58.4% (52.4% in USD terms)! 🚀📈 I currently have over 89% of my portfolio in #RYSAS and my portfolio is up 55% YTD in USD terms. 💰 Betting big on your best idea is a great strategy! 🔥 #reysaş

@realLigerCub @charlesbhutch Just saying, cause the number sounds unreal at first hearing. Of course I hope they change nothing 🤣

@Compounding_K @charlesbhutch They have changed nothing

$NURS.V $HYDTF $NURS I have nothing else to say…

Haha that’s fair, I thought the leverage unwinding was somewhat done after the last month’s movement to the 4400s zone. But since then it literally has correlated beta with SPY, despite clear evidence of more federal debt mounting and ongoing war / coming inflation. Holding and buying more tho 💪

@Compounding_K Point is, people sell their winners when they get a margin call. Which is the opposite of what I do, I sell my losses.

I just cracked my last beer of the night, AMA

If I don’t have clear evidence my doctors have murdered the S&P 500 in their retirement account, I’m ignoring their prescriptions 👍

@GavMcCracken Just unreal … Let’s make it rain more with the miners 💪

One year ago today, Donald Trump, the single greatest president in all of USA history, gave us liberation day. Here is my best performing margin account since liberation day. My worst performing account is up >10x.

@GavMcCracken Congrats goat ! Damn shame I didn’t follow your Suncor call after seeing the stock has moved like 100% recently before the call 😰. You still bullish $MAI and $HGLD ?

7 likes on the quoted tweet. That account is now worth 1.05mil. While compounding, I tweeted every major position I opened, explained why, posted threads on X I'm still a jobless PhD student: this growth isn't from deposits. Now I only post ideas & reasoning on Demystifying Life

Prime warehouses are the GOAT of REIT due to the stickiness of their roles in their customers operations, thus much more reliable during an economic downturn. Outside of Turkey, other logistics companies with much poorer balance sheet / growth profile trade at much higher valuations. Plus, with this great of the management team, you never know what they are cooking up

@IstanBULLISH12 I believe malls in premium locations are better than warehouses in some aspects since their land covers the downside in current valuations and portion of their rents are indexed to the revenue of tenants. My largest position is RGYAS

#RYGYO #RYGYF This particular position was opened after exiting one of my holdings in April of 2025 (and subsequently added to in May and June). Not a bad year. I still very much like #AGESA but #RYGYO is "the security I like best." The footprint of their holdings, their management, the capital allocation, and an heir apparent under 40 years of age. Excuse me, while I kiss the sky...

It’s joever lads.

@Beastness501 @lporiginalg Tks goat

@Compounding_K @lporiginalg m.youtube.com/watch?v=FpuKKE…

@davey_juice What do you like about $CRDO ? Seems like you made this your largest pos only recently

Portfolio update before week of 2-23-26 * = Have current covered calls 1st pic= main port, 2nd=covered calls on that port, 3rd=Roth IRA port 14 holdings Top 5: $crdo $crwd * $rbrk $app $nvda Rest: $meli $net * $ddog * $zs * $nu $se $amd * $alab $dlo Exited $glbe as 35cc hit after collecting premiums for years on rolling them. Good company, I may get back in at some point but I see better companies at better prices (what I've been adding to mainly)

@leevalueroach Jeez calm down lil bro. And show your 'deep value' returns too while you are at it ? There are loads of retail investors out there who has murdered the S&P by just buying into 'obvious' stocks ($MSFT, $GOOGL, $NVDA, etc.). Deep value is one way to win, not the only way to win.

Unpopular opinion: 99% of retail investors will never beat the market because they cannot stomach buying things that look broken. Deep value is a psychological game, not a math game. Most people fail the psych test before they even open a balance sheet

@aleabitoreddit Are you firm on the stance that memory will be a structural growth story instead of the usual boom and bust ? ‘This time is different’ is pretty damn top signal …

Imagine all the people who sold their memory positions. From SK Hynix, Sandisk, and Micron because of “Helium”? Sk Hynix: +7.03% 1D $SNDK: +31.75% 1W $MU: +19.66% 1W Samsung: +2.83% 1D Look at NAND, DRAM hikes, which were all way beyond estimates. As well as company statements that there was zero material effect. Media doomposters and panic sellers. drives short term prices. Operating profit drives long stock prices.