CJ
5.3K posts


$OUST is looking like a trade of the year candidate right now and a name you absolutely do not want to sell too early.
I have a breakout target on this next leg higher of sub-$60 at a minimum.
For those unfamiliar, Ouster is a LiDAR company building digital sensors and perception software for machines and autonomous systems. Hard not to see the long-term potential there with robotics increasingly becoming a major theme moving forward.
About as 5-star of a setup as you will get.

English

@StonkChris trade of the year… man i’m already excited but now you got me 🧱
English

@DGretta_Author Its not going to do too much more. It's at all time highs.
English

Most investors still have not comprehended how good a company, how important a company, and how high Innodata $INOD stock can still go. I was one of first people in the world investing in this stock and for sure likely the first writing a Deep Dive on $INOD
Worth reading 👇
Dave Data Guy | author of 2 stock investing books@DGretta_Author
My groundbreaking article on data and data center stocks is out. Look at my middle name - it's data! I 'might' know something about data. I have my top 2026 tech stock pick (I 'think' will go up 100%). Surprise surprise it's a stock no one on X mentions tradeatyourownrisk.substack.com/p/im-long-data
English

I asked the president why focus on these projects now amid the backdrop of the war in Iran and as gas prices soar.
He said the question was “stupid” and a “disgrace to the country” saying he’s “fixing” the reflecting pool.
Acyn@Acyn
Reporter: Why focus on all these projects as gas prices are soaring? Trump: Such a stupid question. You can understand dirt better than I can baby but I don’t allow it.
English

@TrendshiftTea I thought you guys said he only liked white girls? That opinion no longer stands?
English


Watching #Perfectmatchh and ugh Yamen you are just as lame as alwaysss 😭
English
CJ retweetledi

$FTC (Filtronic, London AIM) is a 186-person UK RF tech company supplying E-band amplifiers to SpaceX for Starlink ground stations. Revenue just went up 121% YoY to £56M. This is one of the most interesting small caps I've found. Thanks to @Vmaxpax for putting it on my radar 🧵

English

@SolDreamer0x They just created a spray that hides Trump's famous stench - poop and arm pits.
English


I initiated a new position in Filtronic PLC, $FTC last Friday. It's unbelievable how this company has stayed under the radar for this long.
At a ~$600M market cap, this company is a critical chokepoint for SpaceX's Starlink constellation. Their technology currently gives SpaceX a massive competitive edge over $AMZN rival LEO project, Project Kuiper.
Filtronic effectively holds a commercial monopoly at the intersection of High-Power + E-Band + Gallium Nitride (GaN) + Solid State Power Amplifiers (SSPAs).
These components are mandatory for beaming massive amounts of data to space and back without melting the hardware. Alternatives like congested Ka-band or older GaAs technology simply can't compete with their power and efficiency.
While the Total Addressable Market (TAM) for E-band ground gateways is niche, Filtronic's IP is next-level.
SpaceX knows this. They’ve signed a warrant agreement granting them up to 15% of Filtronic's shares. In return, SpaceX is essentially funding Filtronic's R&D to develop next-gen V-band GaN SSPAs.
If they succeed with the V-band, the TAM explodes from thousands of ground stations to tens of millions of consumer and enterprise user terminals.
So, you basically have a $600M market cap company acting as a massive bottleneck for Starlink.
By placing huge orders and occupying Filtronic’s production lines, SpaceX is actively securing their own supply and effectively boxing out competitors like $AMZN.
You get a profitable, zero-debt company whose R&D, which could unlock a massive TAM expansion, is heavily subsidized by their biggest customer.
I'm still digging deeper, but the asymmetry here looks incredibly promising. Read my full article for the deep dive.
As always, no financial advice. Do your own research.
KaizenInvestor@Kaizen_Investor
English

Why Sandisk Stock Snapped, Crackled, and Popped fool.com/investing/2026…
English
















