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Pure Tungsten to produce 2,000 tpy next year and 4,000 the year after? @PTTungsten #tungsten #southkorea #tajikistan #preIPO find out more puretungsten.ca/puretungsten-e… Full interview with Jeremy Gray here: youtube.com/watch?v=x0H2sd… Also available on the Vox Markets Podcast audioboom.com/posts/8882156-…

@meghanlynnn0 @MiddleManWorld Want to add here pre-call, but I’m still newer to story and don’t have enough confidence. Not surprised it’s back where it started post EPS release.

@MiddleManWorld Still in $AMPG ? What do you think of it?

AmpliTech Group, Inc. $AMPG Pioneering U.S.-Made RF / Microwave & Cryogenic Technology for 5G, Satellite, Defense, and Quantum Computing AmpliTech Group $AMPG, headquartered in Hauppauge, New York, is a vertically integrated U.S. manufacturer specializing in high-performance RF/microwave components and systems. The company designs, engineers, and produces ultra-low-noise amplifiers, massive MIMO radios, Ka-band LNBs, cryogenic amplifiers, and related subsystems—all 100% Made in the USA. AmpliTech stands out for delivering best-in-class noise figures and performance in the most demanding applications, enabling clearer signals, higher reliability, and operation in extreme environments—from cell towers to quantum computers operating near absolute zero. At the core of $AMPG’s strength is its leadership in three flagship product categories where it claims to be the only U.S. manufacturer: 🔹5G ORAN 64T64R CAT B Massive MIMO Radios for cell towers and base stations 🔹Lowest Noise Figure Ka-Band LNBs for satellite ground stations and teleports 🔹Lowest Noise Figure 4K Cryogenic Amplifiers for quantum computing readout chains These technologies serve mission-critical sectors: commercial 5G networks (private & public), defense and electronic warfare (spectrum dominance, SATCOM), satellite communications (teleports, high-throughput constellations), and the emerging quantum computing infrastructure that requires ultra-low-noise signal processing at cryogenic temperatures. Recent momentum includes: 🔹January 20, 2026: Became the first U.S.-based company to achieve full O-RAN ALLIANCE Certification and Badging for its 64T64R Massive MIMO radio platform — a major milestone for domestic 5G supply chain security and interoperability. 🔹January 2026: Secured nearly $5 million in follow-on orders from LOI customers for 5G solutions (deliveries Q1/Q2 2026), building on earlier ~$11M order from a Tier 1 North American mobile network operator. 🔹Late 2025 / early 2026: Large-scale LOIs representing potential $78M+ in 5G ORAN radio orders (deliveries ramping 2025–2027), plus growing demand for cryogenic amplifiers tied to quantum computing scale-up. Strong pipeline in private 5G networks, defense SATCOM, and quantum infrastructure, with four new U.S. patents issued in 2025 for amplifier and signal integrity technology. With full-year 2025 revenue hitting a record ~$25 million (up 163% year-over-year), Q3 2025 showing positive EBITDA, zero long-term debt, and reaffirmed 2026 guidance of at least $50 million in revenue with a path to full-year profitability, $AMPG is positioned for significant growth in 2026 as demand accelerates for secure, American-made RF, 5G, SATCOM, and quantum-enabling hardware.

@Gantosj @Canuckfourlife 💪🏼💪🏼

@therealWtoR @PTTungsten ???

@ALDeAng08 @PTTungsten Oh no 🫣 Tiger Kim - this name stands for Quality

@PTTungsten the next tungsten major. Under the radar vs $EQX.AX and $ALM. CEO is a Tiger.

@knedoycap @LoneyZachariah What’s your assessment of mgmt here? Do they have much of a technical moat or is it just first-mover?

@LoneyZachariah I’d be super keen to get your opinion on $LIB.v / $VLTLF. I’ve been in this one for years. First in around $0.20 and topping up all the way thru. They’ve just re-domiciled to the USA. Turning oil brine (waste, and a huge issue facing Texas), into lithium for sub $4k/tonne.

Here is another perspective for Hydrograph, without the cycles annotations dominating the chart. I'm looking at last summer's peak together with the recent peak as one large structure, putting in a negatively divergent higher high (meaning that despite a higher high, momentum made a lower high - the divergence). This is a common signal for directional changes in T.A. Again, we are near the end of the weekly cycle, on daily cycle 4, which has always been bearish and failed in the past for Hydrograph (meaning the price ends lower than where it starts - it started at 5.77 CAD on march 19). That is just data. Daily cycles go for 70-90 days, we are on day 14 already. So 55 more days at the low end before the next major bottom if this view is correct, or up to 75 days on the upper end. I'm thinking less time because I expect the drop to continue to be sharp, like it has been from 11.20 cad to here. Typically sharper pullbacks are shorter in time, where as longer consolidations wear off sentiment by grinding sideways and chopping. Also, oil is now breaking out to the upside, markets logically coming down, highly probably dropping into a sharper deeper low based on higher input costs due to energy price hike. Last technical "voodoo" point that the mockers can laugh at, is that we only traded the 4.00-5.77 range once on the daily, and these sort of low volume gaps or zones are often retraced and traded through again, thus my 4 cad target as a minimum for the downside target/support. There is another such low volume gap between 0.70 and 1.40 cad, and I highly doubt we ever trade down into that zone, but if we do get a sever market crash it becomes more possible, as irrational prices will abound. Let me say again that I am not saying I think we go there to that level, it would be mind blowing and an incredible buying opportunity, and I'd give it a less than 5% chance of happening. I see hitting 4.00 cad (3usd) as a 65% chance now given the market reaction to last nights "speech" and all the above technical points. The circles on my chart are my most likely target zones for this weekly cycle low over the next several weeks. And to end on a positive note, once we are done this weekly cycle, it will be another 40 something weeks until the next weekly cycle low, and I expect the next weekly cycle to be very good given the milestones and fundamentals for Hydrograph. Every stock has pull backs and cyclical lows together with their bulish phases, so does Hydrograph. For new investors who may have bought higher, I believe any buys recently all the way up to the tip top will be massively profitable in the future, and I am by no means bearish hydrograph, I just strive to be realistic and I want to report what I see, especially the data that I see, as I see it. I think HG is the best and easiest investment I have and will ever make; this dip, if we get it, is just one normal pit stop on our way up. Lastly, any bulish news release can totally send this higher, especially a large contract annoucement or some other great milestone. That makes up the other 35% of my prognosis and falls in the area that I believe would/could invalidate my short term bearish outlook. A dip below 5.77 increases my bearish probability of a 4.00 target to 75-80%. For transparency, I sold my HG shares at 6.90, aiming to buy lower to increase my total shares. $hg $hgraf $hg.cn

@HayekAndKeynes Wasn’t supposed to be this way. Consumer just can’t catch a break.

Tax cuts are going to more than pay for the gas price increase assuming this thing lasts 3–9 months Basic math is: US median income ~$75K 5,000 miles (6m), 25mpg → 200 gallons +$2–$2.50 per gallon → ~$400–$500 hit Tax refund / cut → ~$500–$1,000 (backdated to Jan 2025) Net: flat to slightly positive

@linglingfool Evidence of execution. There’s little reason to go out and buy into weakness immediately. Terrible margin execution, understandable on some level, but they now require evidence of successful production move. Call isn’t until 4/9.

What am I missing on $ampg?

@onlyyou_5510 127

Brain test 98% failed

@BambroughKevin @Flex__J Don’t waste your breath on this Jo guy.

IMHO once the Hyperions are in the new Houston area facility we will find that output should go well over 20 tpa maybe 25-28 tonnes for under $500k capex. 2-3 month build times. 10+ being built in parallel. Eventually 20+ then 30+. Etc. the speed at which they will eventually will ramp up to match order growth will wake everyone up who’s been chirping about the past rather then understanding the future

$hgraf grok, on the cost difference between $GMG and a Hydrograph hyperion unit. Both have a similar proposed output: Hydrograph is the clear winner. (plus their graphene is better). US 150 k vs $2.3 million Aud (probably more if GMG tried to build the facility in the u.s.)

@ArneriDesign EXCELLENT post here. Any sizing of mkt opportunity and what they could capture?

The Permian Basin produces 10M+ barrels of brine per day. That “waste water” is packed with lithium, enough to supply the entire U.S. EV market. Nobody was capturing it. Until now. 🧵$LIB $VLTLF

@devengandhi I would say you just identified yourself

$HG $hgraf I knew this was coming since there was no news which most of us were expecting. BS from mgt pt of view. I don't believe it's from shorters, it's people taking profit 💰 away n running away!

@buccocapital You’re at least 3 days late with this bucco.

The case for software. Not rooted in vibes, but in earnings power. 1. If AI truly can replace labor, it’s not crazy to argue that the incumbent software companies are best positioned to capture the economic value of the opportunity. If you charge $50/seat for a support rep, but suddenly flip to charging .50c per closed support ticket, you are suddenly sitting on a much more lucrative business model 2. Gross margins for software are unbelievably good. Revenue is recurring and predicable. It’s sticky revenue. If these businesses get religion on profitability there is incredible untapped earnings power There’s more here, but I think you only need those two pillars. And I don’t think either of them are insane assumptions. Today, these businesses are priced at material terminal value risk. The multiple compression risk is mostly gone. They’re pretty derisked

@CoachLouHoltz88 God bless you all! Lou was truly one of a kind. My condolences.

Louis Leo “Lou” Holtz, legendary college football coach, Hall of Famer, bestselling author, and one of America’s most influential motivational voices, has passed away at the age of 89 in Orlando, Florida, surrounded by family. Born January 6, 1937, in Follansbee, West Virginia, Holtz rose from humble beginnings to become one of the most respected figures in college athletics. Over a remarkable five‑decade career, he led college programs at William & Mary, NC State, Arkansas, Minnesota, Notre Dame, and South Carolina.  He transformed every team he inherited and captured the 1988 National Championship with the Fighting Irish. Holtz was preceded in death by his beloved wife of more than 50 years, Beth, with whom he shared a life grounded in faith, devotion, and service.   Holtz is remembered for his enduring values of faith, family, service, and an unwavering belief in the potential of others. His influence extended far beyond the football field through the Holtz Charitable Foundation and the many players, colleagues, and communities shaped by his leadership. He is survived by his four children, nine grandchildren, and two great‑grandchildren. Funeral arrangements, including a Mass of Christian Burial at the Basilica of the Sacred Heart at the University of Notre Dame, will be announced as details are finalized. The Holtz Family

@elonmusk Elon, you keep showing this chart. Can you articulate the implications…other than the obvious? Are you saying that China has built the perfect factory for AI?

Electricity output is the single best proxy for industrial capacity

@RealJamesWoods Let’s do the latter!!

Without the SAVE Act, we will… Lose the House in November. Democrats will nuke the filibuster. The Senate will be lost within four years. More Ketanji Browns will be confirmed to the Supreme Court. Democrats will then cheat a Democrat into the White House. The border will be opened like a wound. We will be flooded with illegal aliens. The cheating at the polls will then be irreversible. Democrats will be a supermajority for decades to come. Every city and town will look end up looking like every blue city shithole looks now. America will become a socialist sewer. OR… The Senate can dump big corp parasite John Thune, and pass the damn SAVE Act.

@HenryFrank02 👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻

🚨BREAKING: Leader John Thune says he'll bring the SAVE America Act to the floor WITHOUT the 60-vote Zombie Filibuster, meaning senators must debate and 50 votes can be possible for passage REP. LUNA: "We got assurances on the standing filibuster...this is an old-school procedure to break through traditional norms to get voter ID passed." We NEED: ( 1- Voter ID 2- Citizenship requirement ) Do you firmly support this? A. Huge Yes B. No IF Yes, Give me a THUMBS-UP👍!! MAKE THIS GO VIRAL ON 𝕏. LET’S GO 👏

@alexbossert @KCapMngmnt Excellent. We’re going to take this much higher.

@KCapMngmnt Someone is posting some really high quality research on that $SKYH Subreddit: reddit.com/r/SkyHarbour/c…

It looks like we now have a place/community to discuss all things Sky Harbour ! $SKYH r/SkyHarbour reddit.com/r/SkyHarbour/

@stoolgambling Lev Bell

Guess the NFL player based on their career path

@joinyellowbrick @benthompson Who wrote that? Well said… At least something good came out putting the Citrini piece out there.

The best summarization of the overarching issue with the Citrini piece h/t @benthompson