Hunter Allen

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Hunter Allen

Hunter Allen

@HunterAllen4

Stock Screener| Gap Fill Setups | Volume Breakouts| low floater finder| Memes included! Real-time levels, pivots & high-probability moves. NFA. 📈🚀TN- Go Vols

Johnson City, TN Katılım Kasım 2011
1.3K Takip Edilen11.7K Takipçiler
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Hunter Allen
Hunter Allen@HunterAllen4·
MARKETS OPEN IN 20. every day is different. I will post unusual volume as I see it. I will give long thesis for potential 10x on small caps. We won’t miss another. Here’s another $DDD I give ideas on stocks that fly under the radar you won’t see me talking about the names 90% x are on. Be different. Be unique. Be you. Ideas are ideas. But finding another account working harder Good luck. 😤 Research 24/7 Scanning charts daily 500% runners & 10x longs I’m a real person DMs always open I’m shouting out legends every day who provide value I also just unfollowed 117 accounts who didn’t want rock with us. If you’re working hard and want to be seen and found on here. Follow and subscribe. I’m trying to find new hard workers and legends daily. Engaging with me means I’ll go straight to your account and do the same and if I like your content I make lists daily to do shouts. Plus. Alpha. Alpha. Alpha. More alpha Here’s some accounts you all should look into following @Edge_Bolt @LeifInvests @rotten_guts5 @WolfOfTrenchess @raichutokenized @DorisDi3 @wealthyfranklin @perspez @gpaisa7 @theFInvestor @enogrowth @kurrensy_trades @Dmytro_Lebid @Billerrr1 Let’s all bank fam. Subscribe for just 1$ The community I’m building here on x will be one to remember. Follow me. Follow the people I suggest to follow. Subscribe. 🏦 BANK. $DDD is shifting into a high-value manufacturing platform positioned across: • AI data center thermal systems • semiconductor capital equipment • aerospace & defense production • medical & dental manufacturing THE NUMBERS THAT MATTER • Revenue (Q1 2026): $95.5M (+1% YoY, +11% ex-divestitures) • Healthcare segment: $50.1M (+21% YoY) • Gross margin: ~35.9–36.1% (expanding YoY) • Adjusted EBITDA: + $2.1M (from -$23.9M last year) • Cash: ~$86.5M • Market cap: ~$350M–$500M range (micro-cap re-rating zone) WHY THIS STORY IS DIFFERENT NOW 1) AI DATA CENTER COOLING DEMAND IS EXPLODING AI racks are moving into: • 30–140kW+ per rack • liquid cooling becoming mandatory • thermal engineering becoming critical infrastructure DDD already works in: • semiconductor wafer-stage thermal control • precision fluid manifolds • vacuum/cleanroom-compatible metal parts • ultra-high accuracy cooling systems That directly translates to: • cold plates • heat exchangers • direct-to-chip liquid cooling hardware 2) SEMICONDUCTOR + PRECISION ENGINEERING MOAT DDD’s advantage is not “printing parts.” It’s precision thermal + fluid physics manufacturing. They already solve: • <4 mK thermal stability systems • microfluidic channel optimization • vibration reduction via monolithic metal design • complex copper and alloy geometries 3) DEFENSE + ONSHORE MANUFACTURING TAILWIND Exposure across: • aerospace & defense programs • U.S. Air Force initiatives • naval + advanced materials supply chains • America Makes ecosystem Trend tailwind: 👉 reshoring + secure domestic production Defense buyers prioritize: • reliability • qualification • supply chain security not lowest cost $DDD fits that model. 4) TURNAROUND METRICS ARE IMPROVING What changed vs prior cycle: • Operating losses sharply reduced • ~$55M cost cuts implemented • SG&A materially down • EBITDA inflection achieved • Healthcare now a core growth engine 5) MIX SHIFT = HIGHER QUALITY REVENUE Growth areas: • Dental + MedTech (+20%+) • Aerospace & defense (double-digit growth) • materials + recurring consumables This is a $350–500M micro-cap showing: • positive EBITDA inflection • expanding margins • AI infrastructure adjacency • defense + semicap exposure • healthcare growth engine If execution continues, the rerating case is not about “3D printing hype” — it’s about whether the market starts valuing it as critical thermal + precision manufacturing infrastructure for AI and defense. $VOO $HIVE $HYLN $VELO $HYFT $CELH $PLTR $HIMS $RDDT $AIB $FEMY $JOBY $TE $SIVE $ZS $MRVL $SNPS $SNOW $DELL $LAES
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Wayne Liang
Wayne Liang@wliang·
I’ll also never forget my $SATL call for you guys… from ~$3 to ~$10. This is what I mean when I said you can get rich from just scrolling on X… Imagine randomly seeing my thesis on $SATL at $3, highlighting the fundamentals and technicals. You decide to put in some money. And before you know it, you’re casually up 233%… And then you realize every trade Wayne has made recently have been hidden gems. $FLY from ~$20 to $50+ $SIDU from ~$2 to $5+ $DGXX from ~$3 to ~$8+ $SPIR, $AMPG, $SLNH, and many more. And if you missed all of those… Maybe it’s time to start listening?
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Hunter Allen@HunterAllen4

@wliang $SATL bro

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Hunter Allen
Hunter Allen@HunterAllen4·
@wliang Yessir among others. Learned a lot in 6 months from watching your and a few others entries and studying them 🔥
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Wayne Liang
Wayne Liang@wliang·
@HunterAllen4 Appreciate you 🤝 Hope you’ve been enjoying those gains! And for the others who aren’t… they know what to do 😄
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Nila
Nila@renewedinvestor·
@HunterAllen4 Thank you, Hunter! I just subscribed. I didn’t know it until you mentioned about your subscription. My apologies.
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Hunter Allen
Hunter Allen@HunterAllen4·
$UMC +15% overnight. AI semis are squeezing higher again. 👀 UMC is one of the most overlooked foundry plays in the market right now. REPOST. BOOKMARK. Subscribe $1 for more research. Why bulls are watching: • Morgan Stanley upgraded to Overweight with NT$138 target citing AI + node shortages • Q1 EPS beat estimates at NT$1.29 • Guiding high-single-digit wafer shipment growth for Q2 • Bought NT$1.03B of Tokyo Electron equipment to expand production capacity • Upcoming AI/Taiwan tech conferences May 29 and June 5 could drive new guidance catalysts The key narrative: AI isn’t only helping bleeding-edge chips. Mature + specialty nodes are becoming critical bottlenecks for power management, connectivity, automotive, displays, industrial, and AI infrastructure support chips. That’s where UMC dominates. While everyone chases pure AI hype, UMC is quietly benefiting from tightening capacity, improving pricing power, buybacks, and expanding utilization. But this is becoming one of the strongest “value AI semiconductor” setups in the market.
Hunter Allen@HunterAllen4

Don’t miss the next $TSM Up thousands of % since the early 2010s AI infrastructure + specialty semis are exploding I give you $UMC A 150$ stock chilling Up 98% YTD, up 65% past month, up 19% past week Just turned a 5-year breakout into support 👀 A similar setup as $MRAM last week. Only ~$40B market cap vs ~$2T+ for $TSM This is like buying $TSM at $15 back in 2012 The dip was missed. April sales just grew +11% YoY (reported days ago) EPS demolished expectations: $0.20 vs $0.12 estimate Same category: Taiwan semiconductor foundries ➝ AI / auto / industrial / communications $TSM dominates bleeding-edge AI chips $UMC dominates mature + specialty nodes where reliability & scale matter most Different lane… but same secular tailwind What makes $UMC unique: - One of the world’s largest pure-play foundries - Focused on specialty + mature nodes (22nm/28nm, automotive, PMICs, RF, IoT) - Massive leverage to industrial + auto semis - Capacity spillover beneficiary whenever $TSM tightens supply - Advanced packaging + silicon photonics expansion for AI infrastructure - Strategic $INTC partnership for U.S.-based 12nm production Financials: Q1 revenue: ~$1.93B (+5.5% YoY) Net income: +110% YoY ~29.2% gross margins ~$3.4B cash on balance sheet Strong liquidity + low debt ~$12.7B shareholder equity 22nm revenue hit record highs Q2 guidance: High single-digit shipment growth QoQ Long-term: Revenue projected: +14% in 2026 +12% in 2027 This isn’t the flashy AI trade everyone talks about This is the backbone layer quietly scaling underneath AI, autos, industrials, connectivity, and edge compute Near-term it’s still valued like a mature cyclical Long-term the market may rerate it as strategic semiconductor infrastructure If $UMC even partially rerates toward premium foundry multiples… The upside is massive. $TSM $NVDA $AMD $QCOM $INTC $AVGO $MU $ASML $AMAT $LRCX $ON $NXPI $ADI $DRAM $MRAM $NVDA $NBIS $AVGO $GOOGL High-risk, high-reward semiconductor infrastructure play 🚀

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Booter | Dividend Investor 💰
@HunterAllen4 Have you been watching any of the space based stocks at all. Not just the ones that launch but the ones that build components the launch companies use? Here are a couple. $RDW $VOYG $ORBT (OTC market) $FLY
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James Woolley
James Woolley@steady_profits·
Some of the travel stocks are starting to look like potential bargains right now, especially with the oil price down 7% today and likely to fall even further if a peace deal is agreed. The two I like the most are Expedia $EXPE on the US market, and On The Beach #OTB on the UK market. Expedia are trading on a forward P/E of just 10.8 and 9.48 for 2027 and 2028, and the earnings figure is likely to be much higher if travel to the Middle East picks up again. On The Beach are on an even lower valuation based on future earnings forecasts. They are trading on a forward P/E ratio of just 8.36 and 6.32 for the next two years, even after analysts revised their forecasts lower after their recent earnings results.
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Jordan - Investor 170k 🇬🇧
Excited to see the market open tomorrow! Are you buying? If so what? Still like the look of: $SOFI $NOW $CELH
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Miko
Miko@miko_invests·
I’m going to celebrate 2,200 followers on X even though I’m only at 2,193. It’s all about manifesting. But for real, thanks to those who support the grind, more good stuff to come!😜🤑
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Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋
Not re-doing this post since it was a lot of work but I made some modest downside adjustments to my near term financial model since "all in gross margin" reverse engineering off a component order is different than "material only gross margin" $UMAC I got more detail on a lot of other things thru the spaces. No change to thoughts the four quarter period of: "Q4 26-Q3 27" is going to blow off your socks. My price target has a $4 in front of it by Thanksgiving 2027. It could go to single digits before then for all I know. Catch me outside, how bout dat?
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GIF
Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋@fundmyfund

How bummed Wrote a long analysis of the x spaces yesterday and put into scheduled posts for this morning and it's gone. The basic things on here are the most difficult

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Casey | Trade Tracs
Casey | Trade Tracs@CaseyVSilver·
@HunterAllen4 I do not think its overlooked any more, its under some heavy accumulation since around 4/16 and has been on this whole move up. This stock has some legs.
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Hunter Allen
Hunter Allen@HunterAllen4·
MARKETS OPEN IN 20. every day is different. I will post unusual volume as I see it. I will give long thesis for potential 10x on small caps. We won’t miss another. Here’s another $DDD I give ideas on stocks that fly under the radar you won’t see me talking about the names 90% x are on. Be different. Be unique. Be you. Ideas are ideas. But finding another account working harder Good luck. 😤 Research 24/7 Scanning charts daily 500% runners & 10x longs I’m a real person DMs always open I’m shouting out legends every day who provide value I also just unfollowed 117 accounts who didn’t want rock with us. If you’re working hard and want to be seen and found on here. Follow and subscribe. I’m trying to find new hard workers and legends daily. Engaging with me means I’ll go straight to your account and do the same and if I like your content I make lists daily to do shouts. Plus. Alpha. Alpha. Alpha. More alpha Here’s some accounts you all should look into following @Edge_Bolt @LeifInvests @rotten_guts5 @WolfOfTrenchess @raichutokenized @DorisDi3 @wealthyfranklin @perspez @gpaisa7 @theFInvestor @enogrowth @kurrensy_trades @Dmytro_Lebid @Billerrr1 Let’s all bank fam. Subscribe for just 1$ The community I’m building here on x will be one to remember. Follow me. Follow the people I suggest to follow. Subscribe. 🏦 BANK. $DDD is shifting into a high-value manufacturing platform positioned across: • AI data center thermal systems • semiconductor capital equipment • aerospace & defense production • medical & dental manufacturing THE NUMBERS THAT MATTER • Revenue (Q1 2026): $95.5M (+1% YoY, +11% ex-divestitures) • Healthcare segment: $50.1M (+21% YoY) • Gross margin: ~35.9–36.1% (expanding YoY) • Adjusted EBITDA: + $2.1M (from -$23.9M last year) • Cash: ~$86.5M • Market cap: ~$350M–$500M range (micro-cap re-rating zone) WHY THIS STORY IS DIFFERENT NOW 1) AI DATA CENTER COOLING DEMAND IS EXPLODING AI racks are moving into: • 30–140kW+ per rack • liquid cooling becoming mandatory • thermal engineering becoming critical infrastructure DDD already works in: • semiconductor wafer-stage thermal control • precision fluid manifolds • vacuum/cleanroom-compatible metal parts • ultra-high accuracy cooling systems That directly translates to: • cold plates • heat exchangers • direct-to-chip liquid cooling hardware 2) SEMICONDUCTOR + PRECISION ENGINEERING MOAT DDD’s advantage is not “printing parts.” It’s precision thermal + fluid physics manufacturing. They already solve: • <4 mK thermal stability systems • microfluidic channel optimization • vibration reduction via monolithic metal design • complex copper and alloy geometries 3) DEFENSE + ONSHORE MANUFACTURING TAILWIND Exposure across: • aerospace & defense programs • U.S. Air Force initiatives • naval + advanced materials supply chains • America Makes ecosystem Trend tailwind: 👉 reshoring + secure domestic production Defense buyers prioritize: • reliability • qualification • supply chain security not lowest cost $DDD fits that model. 4) TURNAROUND METRICS ARE IMPROVING What changed vs prior cycle: • Operating losses sharply reduced • ~$55M cost cuts implemented • SG&A materially down • EBITDA inflection achieved • Healthcare now a core growth engine 5) MIX SHIFT = HIGHER QUALITY REVENUE Growth areas: • Dental + MedTech (+20%+) • Aerospace & defense (double-digit growth) • materials + recurring consumables This is a $350–500M micro-cap showing: • positive EBITDA inflection • expanding margins • AI infrastructure adjacency • defense + semicap exposure • healthcare growth engine If execution continues, the rerating case is not about “3D printing hype” — it’s about whether the market starts valuing it as critical thermal + precision manufacturing infrastructure for AI and defense. $VOO $HIVE $HYLN $VELO $HYFT $CELH $PLTR $HIMS $RDDT $AIB $FEMY $JOBY $TE $SIVE $ZS $MRVL $SNPS $SNOW $DELL $LAES
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Hunter Allen
Hunter Allen@HunterAllen4·
I see so many people sharing the same stocks. I see people playing the system giving no info at all. I see people playing the x just getting by game. That’s not me. I’m Hunter. You know my face and my voice. You will not see me sharing the same stocks as everyone else. Why? People deserve to see other stocks if 2/3 people out of 10 see a stock that I share and be like “I’ve never heard of that, I need to look into it more” that’s a W. I’m always researching 24/7. I’m sharing unusual volume pops. I’m sharing longs people don’t see that are early sometimes still pre revenue. I hope to provide valuable info day in and day out to those who want to learn. I hope to find all the small caps undervalued or overlooked AND small stock accounts that I know are putting in the work finding bangers. If that’s you hit that subscribe button for 1$. You won’t find anyone working harder for you all as a community for 1$. Swings Community research Daily ideas Great accounts finding other great accounts Spaces soon 200 strong now let’s keep growing fam DMs always open too. We will find the next 5,10,20,50x PLAYS EARLY. I’ll give you opportunities at 100% runners daily. And your voice, your feed, your hard work will be seen. I’ll help you grow if you’re a hard worker and are sharing great ideas. You deserve to be found on here. whether you have 200 followers or 15k with no traction. I give ideas. I expect you all to make your own decisions. 💪 ILL SHOUT YOU OUT. ILL SHOW LOVE. THE POSSIBILITIES ARE ENDLESS. LETS MAKE 2026 OUR YEAR X FAM Here’s a few stocks that look primed this coming week. $SG $CPSH $QUBT $BB $HOVR
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