Kyle Adams

@Isabelletkrause No way…first time? Legendary movies series.

Watched The Lord of the Rings for the first time, all three, extended versions. I officially understand the hype. Big fan.

$PPIH 🚀 🚀 🚀 “We are excited to announce the expansion of our operations with a new facility in the Northeast, set to become operational in the second quarter of 2026. This facility will primarily focus on serving the rapidly growing AI-driven data center market, as well as the District Heating and Cooling sector. This strategic move supports our commitment to organic growth and strengthens our position as a global leader in the technology infrastructure ecosystem. Our primary focus will be on capitalizing on the significant potential in these key markets, both domestically and internationally. Furthermore, we are currently seeking to secure a new global banking agreement to provide enhanced liquidity, flexible financing options and expanded access to capital to support further investments in our growth.” Perma-Pipe also reaffirmed its strong operational position across the Middle East and North Africa region. “Perma-Pipe remains fully committed to its operations throughout the MENA region. Despite ongoing regional conflicts our business operations have not been impacted. We have implemented comprehensive business continuity plans designed to mitigate potential risks and aim to ensure uninterrupted service to our customers and maintain operational stability and safety across all of our facilities,” Saleh Sagr added.

Huge news out today for $PPIH 🔥 · Perma-Pipe Accelerates Growth with New U.S. Northeast Facility Investment to serve Artificial Intelligence Data Center customers @KyleAdamsStocks

Nice little announcement from $BOSC today. Will be interesting to see how India grows over the next year.

Great post from @ManthanTweets1 I think this explains the bulk of $TMDX sell off today. Overall healthcare sector took a hit, so this is magnified by $TMDX. Last year the same thing happened, people freaked out due to increasing regulations. The more regulated this market becomes, the better $TMDX does as it makes it harder for others to compete with the company’s already established OCS and NOP programs. As mentioned by management multiple times recently, $TMDX is working hard to become an OPO and join forces with OPTN. This will only expand the company’s TAM. Oftentimes, the market focuses on the “noise”, things that “could” affect $TMDX but ultimately end up helping. The company has proved from time to time again, that no competitor is anywhere near. They just posted their best quarter ever, and Q1 26 looks even better. Europe will double the TAM. Collaboration with OPTN will be a massive catalyst. Theres just so much to look forward to.

$BOSC should do very well, especially since Israeli defense spending about to go through the roof.

$TMDX 🚀 I’ll buy more if it continues to dip :)

@bmundl11 Agree with you fully 👍

@KyleAdamsStocks Same guidance framework they've used in '24 and '25. Start low, beat and raise throughout the year. 2030 #'s deserve some love IMO. 15x multiple on $13 of EPS is a whole lot of upside on the 4 year and the final leg of the stool (9500) should be done by EOY

$BKTI guidance seems ultra conservative, and likely doing this to beat and raise throughout the year like they did in 2025. Overall, strong Q4, but 2026 EPS / revenue guidance seems low. Will be interesting to learn more on their 2030 vision in the investor conference next month. The company expects gross margins above 50% in 2026, which is crazy to see since they were in the low teens just a few years ago.

@shantaram83 For sure, great execution by the team :)

@KyleAdamsStocks This has been one of my best holdings over the last 2+ years.

@OmerRremO If it dips for sure. I don’t think it will go too much lower than here.

@KyleAdamsStocks Seems like a good time to DCA

They didn’t want to throw out too high of guidance initially. My guess is they land around $95 million. Also, gross margins above 50% for the year implies EPS probably too conservative even when you factor in the higher tax rate and raised engineering costs. The bigger thing is the 9500 is going to go live soon, which should help drive a strong 2027.

@KyleAdamsStocks That seems pretty low to me, too. Analysts were aiming for more like $95.

$PPIH attending another data center conference in London this time. I took the opportunity to buy the dip earlier this week. This Iran war ultimately is all just noise, and I don’t foresee it impacting the thesis long term. If anything, Saudi Aramaco will be looking to repair the piping systems, which PPIH surely will play a small part in and the liquid cooling data center buildouts are not slowing, which will also benefit the company, especially PermAlert the subsidiary that has a leak detection system and software component to it.

@QualityInvest5 SARMS

@KyleAdamsStocks are those peptides?

SARMs today (shoulders and arms 😉)

@DrJebaim @PaulAndreola @iancassel @majgeoinvesting @SimeonResearch_ Thanks dude!!!

While they may not check follower count box, I have to mention OGs @PaulAndreola @iancassel @majgeoinvesting @KyleAdamsStocks and my favorite greek (there's not many of those) @SimeonResearch_ When I find more time I need to dig to find at least 100 names worth following for microcaps.

Which twitter accounts are hidden gems 💎? Which ones can you recommend? - Under 10k followers - Actively replying - Providing quality content/updates - Not spamming charts - Not chasing hottest stocks on a daily basis Probably a very low number, but those are usually worth following. Know someone? Let me know. Looking to follow more of the useful content here.

@Pixelresearch_ Yes, activist getting involved is big time, and I think also their guidance is conservative.

@KyleAdamsStocks Very appealing, found them through my screener and I think this is a special situation as you have activist investors involved looking to pressure management into a proper capital allocation strategy

Bought a little bit more $RDCM yesterday. Too cheap not to have a position. Guidance seems conservative, and will likely do double digit growth again in 2026, and generate even more cash flow.

@Slowhorse99 @ApekshaDesai7 Both those things are bullish in my opinion.

@KyleAdamsStocks @ApekshaDesai7 How we looking on PPIH in term aof data centre cooling ? Also with their partnership with Aramaco to rebuild the damaged infrastructure due to war...? Any thoughts?

Growth stocks at low valuations >>> $SEZL | Sezzle $LGCY | Legacy Education $ZETA | Zeta Global $PPIH | Perma-Pipe $BOSC | Better Online Solutions $PGY | Pagaya What do you like?

@Ashton_1nvests Check out $RDCM. Very cheap software microcap.

I’m very bullish on SaaS over the long term. Right now I especially like $NOW $ZETA and $ADBE. All three look very attractive at these levels.