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@ErkInvestor

Retail investor | Building automation to find edges

Katılım Nisan 2022
176 Takip Edilen108 Takipçiler
Erk
Erk@ErkInvestor·
@HatedMoats Not a bad price here. Definitely will be one of the few software winners that will benefit from agentic workloads
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Erk@ErkInvestor·
$BTSG has flown under the radar for most. Bottomed at $7.85 weeks after the Jan 2024 IPO. Now $58, >600% in two years. The operational turnaround here is not something you see every day.
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Erk@ErkInvestor·
$IPWR up 30% on their Q1 report The big news was LOI to co-develop a B-TRAN intelligent SSCB prototype for evaluation by a US hyperscaler inside NVIDIA Rubin Ultra 800V DC power distribution. With delivery end of Q4'26.
Erk@ErkInvestor

$IPWR is a very interesting binary stock in the early phases of commercializing a patented power semiconductor (B-TRAN) that replaces 4 devices with 1 at 50-90% lower losses. They're using cheap silicon, not SiC. Stellantis dev order, Lazzen SSCB partnership, LOI with Asian module maker. First production orders is targeted late 2026.

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Erk@ErkInvestor·
Nice to see $SNX repricing. Margins expanding, Hyve compounding inside a "boring" distributor, and the market is finally figuring out their real value. Read more about it in my Substack post.
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koji@schinskytrades·
@ErkInvestor I really like this one. Added to my position friday, will do again on monday.
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Erk@ErkInvestor·
Ohio is becoming the largest data center build-out in the world. 10 GW at Piketon. $500B SoftBank-led capex. Meta+Oklo nuclear on site. 50+ other projects across the state. One small-cap just put its factory 80 miles away. $PPIH thread 🧵
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Erk@ErkInvestor·
Valuation might be short-term stretched, but as we move into the agentic age, I belive AMD will be a long-term winner.
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Erk@ErkInvestor·
Risks are hyperscaler custom silicon (TPU, Trainium, Maia) eroding the merchant TAM. Helios rack-scale execution vs Nvidia NVL72/144.
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Erk@ErkInvestor·
I entered $AMD at $250 as a play on the switch from training to inference, where CUDA's moat thins and memory bandwidth wins. This is why I think we're still in the early innings of the inference switch.
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Erk@ErkInvestor·
At $32.50, PPIH trades at 5.7x EV/EBITDA, 13.3x earnings. Apply peer multiples on 2025 results it becomes not just very cheap, but a deal.
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