AG

@OnodaCapital 😂😂😂

All timer

@stepnotonpets Need vote set. Probably happens in June, but would be involved now given that + SpaceX

$COLA pushing 11 again. Matter of time before this rockets. Actual Space X launch coming in June.

@bobbyheard $NVEC

cosmos:native is the next logical extension of the memory trade, imo. Tier 1 $MU $SNDK Tier 2 $MRAM $PENG $GSIT Tier 3 cosmos:native What am I missing?

$NVEC is one of the cleanest “boring now, asymmetric later” semi/IP stories I can find. >Sleepy sensor company on the surface. >Profitable spintronics/IP platform underneath. >MRAM/space-compute call option for free. FY26 defense sales were down 67%, yet NVEC still did $3.14 EPS with ~58% net margins. Q4 EPS was $1.02. That’s already a $4+ annualized run-rate. Now management says defense sales should increase significantly in FY27, contract R&D should rise, and the capacity expansion is complete. This is the setup: >Defense revenue rebounds >Incremental revenue drops through at huge margins >Capex falls after expansion >Spintronics IP becomes more valuable >MRAM optionality gets re-rated if space compute becomes real If true EPS power is $6.50+, then 30x = ~$195/share before assigning much value to MRAM / space AI. $NVEC is not just a component vendor with “some patents.” It has 50+ issued U.S. patents and specifically owns advanced MRAM IP around magnetothermal MRAM, spin-momentum MRAM and synthetic antiferromagnetic storage. Translation: their patent estate touches the actual spintronic memory architecture layer — not just commodity sensor packaging. Add in decades of gov-funded MRAM/anti-tamper work, and the stock starts to look less like a sleepy sensor company and more like a scarce public spintronics IP platform. Defense is the floor. Spintronics is the moat. MRAM is the lottery ticket. $NVEC $MRAM $PENG

@koreavaluehunt Top picks?

Korean value stocks in 2026 are one of the largest pools of mispriced equity left on earth, sitting in hundreds of profitable, debt-free, asset-rich small and mid cap companies trading at fractions of liquidation value, in a developed market with a functioning legal system, run by founding families who have hoarded cash for two generations and are now, for the first time in 30 years, under coordinated political and regulatory pressure to do something about it. The Corporate Value Up Program launched in February 2024. The Value Up Index is now promoted by the Korea Exchange ahead of the KOSPI itself. The dividend tax was cut from 45% to a range of 14 to 30% in December 2025. Activist campaigns, both domestic and foreign, are arriving at a pace the market has never seen before. You build a basket of 30 to 50 names, sized small, hold for a decade, and let the math do the work, because the catalyst is no longer a thesis you have to defend, the catalyst is the price itself combined with a regulatory regime that is, in real time, dismantling the structural reasons the discount existed in the first place.

@PythiaR In the land of idiots, the dumbest man is king

Sometimes it is better to be retarded than smart $WOLF

@bobbyheard $NVEC stupidly underfollowed

There are only 2 true $MRAM sympathies imo. $NVEC -> spintronics with a bit of MRAM. $GSIT -> memory. There are only 4 pure play memory makers that are US listed, non-OTC. $MU, $SNDK, $MRAM, $GSIT.

@ShitcoinMaxi_ @stepnotonpets Yes. Massive one

@AG_415 @stepnotonpets U think it catches a bid

$MRAM Easy as it gets, no? Already +10% You have to be legit retarded to not make money in this market. $COLA > Loading. .20 max downside on a SpaceX launch partner, with a launch scheduled in June at peak IPO hype.

@stepnotonpets What’s the pitch $COLA? Risk rewards looks 50:1 probably

@OpulentVenture I am long $NVEC. $6.50 in ‘27 EPS x 30x = $180 at least. There’s no sellside coverage here, the defense business will rip here this year, and spintronics will be crucial for space compute.

$MRAM is about to touch $50 And somehow people still haven’t found $NVEC yet. You’re early here

@ShitcoinMaxi_ @stepnotonpets +50%

@AG_415 @stepnotonpets above 50? Or +50 in share price

$KEEL The Next CIFR / HUT / APLD “Deal” Play — Earnings Tomorrow Is the Trigger CIFR surged 23%+ on Q1 earnings after dropping its third 15-year hyperscaler AI lease + $200M credit line. APLD ripped +58% in 30 days on a single $7.5B hyperscaler lease + beat. HUT exploded on its Google-backed mega-deal. Same exact playbook. Same market. Same desperation for secured AI power. $KEEL is sitting at the exact same setup — except cheaper and earlier. 2.2 GW North American pipeline (Sharon PA 110 MW ready for Vera Rubin GPUs, Panther Creek 550 MW+, Scrubgrass Gigacampus, Quebec conversions) — already grid-connected and engineered for next-gen AI. Trading at ~70 cents per watt. Peers now get $4–23/watt the second a hyperscaler signs. $520M cash + BTC liquidity — mining cash flow funds the build with almost zero dilution risk. Zero leases signed yet → the entire re-rating is still ahead. Earnings tomorrow (Q1 results pre-market + 8 AM ET call) is the catalyst window. This is not a miner anymore. It’s the cheapest way to own scarce, ready-to-go AI power before the first big lease lands — exactly what sent CIFR, APLD, and HUT screaming. The deal is coming. Earnings is the spark. NFA — high-conviction speculation. 🚀​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ (I am long commons + the 5/15 5C)

Some things I expect to happen this week: - $KEEL pops on Monday on some form of partnership news, it’s been the trend for all NEOs Q1. If management wants to stay in the race revenue producing partnerships will be the way. (4.5s / 5s) - $MU continues on its path. Key FOMO name here that I believe has continued massive room to run, trading single digits forward p/e as a mature leading innovator in the AI excellence era. (~$1000) - $INTC is now overbought, does that mean that it is coming down way off the highs? No, I think we meet some resistance here and going forward until we see revenue / earnings / distribution of product. Love this name, loved it at $19, not selling out of the whole position, not being greedy and watching. (hold / take profits)

@SnrSecuredSam Agreed — $BABA 5/15 150c

Watching $BABA close this week. Own at $70-80 so it’s been in my book for a while. BABA has a rare stacked catalyst setup this week, with continued high daily volumes: → Earnings May 13 → Trump-Xi Beijing summit May 14-15 Tariff relief + constructive summit language = sentiment squeeze in Chinese ADRs. BABA is the most liquid expression of that trade. Interested to see how they have performed regardless of tariff relief as Chinese equity has stayed strong tapping non-US markets. Wildcard: Taiwan / Iran. A nothing-burger summit fades quickly.

@sayinshallah $NUAI

The biggest bottleneck to this AI run isn’t really the tech but energy, no? To produce all these chips, etc to meet demands you need more energy Data centers need more energy What are some energy stocks in the US that haven’t gone parabolic yet?

@InvestmentGuru_ I bought some

$SOXS short term buying opportunity or not 🤔

IV spike on $SMR inbound...

@ThematicTrader $VPG $CTS

Eyes are beginning to circle back to the humanoid supply chain... $VPG

@CaesarCapitalz In $SMR leaps.

Here are four stocks I would like to add to my long term portfolio: $TEM - Tempus AI $IBRX - ImmunityBio $INFQ - Infleqtion $SMR - Nuscale Power

@MathiasTheus @aleabitoreddit @Lazarus_Capital He’d own the stock if he knew as much as I did.

@AG_415 @aleabitoreddit @Lazarus_Capital Considering his insane amount of knowledge he probably knows a lot more than you do. He’s right, though, $IREN is a shitco.

I have high conviction that majority/full port $IREN investors are the dumbest people you’ll meet in this world.