Jeremy Maine
68 posts
@vulturetrades Well i checked and nothing near your price was available
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$QRVO completely mispriced these shot to 2.45 in 5 minutes wow
Vulture trades 🦅@vulturetrades
$QRVO 115 Call 6/18 at 1.45 🚨
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$SIVE for photonics, $NBIS for compute, $PENG for memory, $ZETA for AI SaaS…
Need a high-conviction energy stock now. Suggestions?
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@TT_stocks_ Don’t feel the pressure to give us something, take your time and only if it feels 100% right
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The last time I gave a penny stock that was a biotech, I was featured on Benzinga 🤣
I believe it was $PCSA pre split.. called it around .20 and it hit .80 in a few days.
There are so many opportunities down here that people are blind to it’s incredible.
Working on one now ⏰
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@wliang do we need a premium Trading View subscription too for startup.io to work?
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So during my deep dive into Space, cross checking names that Renaissance holds, I came across only two names under $1B MC.
> $SATL (~$1.4B MC now) - I called an entry for you at ~$3, now it's ~$9.60 (I hope you’re enjoying that 3x+).
> And $AMPG. Currently sitting at ~$98M MC.
(While I remain bullish on both names, I’ll lightly compare the two for the sake of this post)
The interesting part is the actual fundamentals behind it, backed by numbers...
$AMPG is debt-free (very rare for small caps), 165% revenue growth in 2025, $50M revenue guidance, with a $20M+ backlog. Imagine revenue being half your market cap… that’s asymmetry.
$AMPG is generating ~14x more revenue per dollar of MC than $SATL at this very moment. Meaning, they have similar revenue, but $SATL is trading at 14x more.
I can see why it's the only space-related name RenTec holds under $1B MC... it also has multi-sector exposure, (satellite, 5G, defense, quantum) making it a multi-thesis bet.
And you know me, I love those valuation gap fills.
If $AMPG scales towards $SATL's ~$1.4B MC, that's quite literally 14x from here.
And if you want direct product competitors, there's even more asymmetry (mind you $AMPG is in a unique position in its own unusual niche):
> $MTSI offers the same products and end markets. Sitting at ~$27B MC.
> $QRVO is a major RF/microwave competitor as well, which currently sits at ~$8B MC.
> From the defense aspect, $LHX is the most vertically integrated comparison at ~$58B MC.
As for technicals, using Startup.io indicators, we just got the third BD (final buy-signal) on the Weekly timeframe.
We've seen how this usually plays out.
I started a position after my research.
Will ride this for a while.
As usual, NFA.
Wayne Liang@wliang
$SPCX (SpaceX) is filing their S-1 publicly this week, and trades on Nasdaq June 12th. What's interesting is Nasdaq-100's new fast-entry rule (effective May 1) makes $SPCX eligible for index inclusion after just 15 trading sessions. Meaning every Nasdaq-100 tracking fund will be FORCED to buy $SPCX once it qualifies. S&P 500 might follow as well... That's tens of billions in passive capital with no choice but to allocate... pair that with a 5% float and you get one of the most lopsided supply/demand setups in history. So, if $SPCX vacuums in $75B of capital and forces index funds to rebalance, that money has to come from somewhere (asset managers might sell other holdings to make room). The downstream effects on adjacent space names alone could be massive. This is what we've been talking about since the beginning of 2026... "Where should I position my trades?" If you've been following me, you'll know exactly where to put your capital... for months now. Luckily for you, the reversal just kicked in recently. You have the opportunity to catch some solid entries again. The only pure-play launch company/closest to a proxy to $SPCX would be $RKLB. Just crushed earnings and definitely added fuel to the reversal. $PL is a pretty close second... confirmed partnerships with $NVDA and $GOOGL. Sector rotation plays like $ASTS and $LUNR will also benefit. And of course, the $UFO ETF - broad sector exposure will undoubtedly surge. Note that this isn't just about $SPCX, it's a complete repricing of every public space-adjacent name once institutional capital pours in. Now the fun part... Smaller cap names tend to move hardest in the pre-IPO frenzy as retail piles into anything space-adjacent. Highest beta, biggest % swings, and also the first to reverse once the dust settles. IMO swing them for this catalyst window - there's a ton of money to be made. I'll share names that I'm personally adding to soon. Don't miss this opportunity... this is the largest IPO in history. (All this ties back to AI data centers, but in space. Exactly what we talked about previously...)
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$1.75 on $CORT here! 🩺 34% return! 🔥
Prophitcy@Prophitcy
$CORT 15 MAY 26 $57.5 CALL $1.30 HIGH CONFIDENCE + RELATIVE STRENGTH + ADDING HEAVY
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Imo harmonic drive (6324) one of the better humanoid exposure names at $4B valuation listed in GS research report.
Personally I picked some up for exposure.
Chinese competitors might be used for mass production.
But personal preference in investing in Western supply chains + build them up.
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@babyfolio SK Square keeps getting massively outperformed by SK Hynix itself in the past 5 days, I should have just got the main company itself 🫠
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Portfolio update:
SK Square($402340) 43%
$NBIS - 39%
$OUST - 11%
Cash - 7%
No CCs & no CSPs at the moment.
As of now I'm not looking to sell, I will see how the market conditions evolve, and decide from there.
For now I feel pretty confident with what I hold, always looking for new opportunities.
The Capital Crusader@patsmit52232788
@babyfolio @TheBigBerbowski Just subscribed! Could you share the breakout of your portfolio? And what you are looking to buy and or sell?
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$ROOT contracts look mispriced should be $1.50+
Vulture trades 🦅@vulturetrades
$ROOT 75 Call 6/18 at 1.30 🚨
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