TBB

@Raunav410657 GOAT!

$WYY up crazy after hours! A quality product gets rewarded in the long run(in this case 13 years!). Check it out cause there's a long road ahead: open.substack.com/pub/phynvestin…

@Raunav410657 Bullish call, what is your take? They obviously cannot announce anything before the govt releases the award first but the forward looking language was great

@MichaelScottTBB Think financials may come end of day, and concall is after hours.

$WYY earnings today! Hope for a solid update on CWMS 3 and what to expect from the SaaS contract in H2. The future looks bright for them. For anyone new, check them out: open.substack.com/pub/phynvestin…

@BA7862750360105 Link to filing?

Korea Investment Corporation — South Korea’s sovereign wealth fund — filed a $SMR 13F position TODAY. Same day Korea’s Industry Minister confirmed CEO negotiations for the $200B US investment framework. The government and the fund are moving together. This is not coincidence. ☢️

@bubbleboi @stevehou where is the checkmark, seems odd!

@stevehou I’m moving to Puerto Rico

I might become the first to do it.

@GavMcCracken @calvinfroedge How to overcome the paper cap of 100 bucks? Price should obviously be much higher but what if the war comes to an end before prices have a chance to rocket? Is the risk reward still there

Anyone else feel like capitulating yet? I can't decide between putting the entire farm on 3x leveraged Brent futures and just selling everything for cash like @calvinfroedge and starting my own woodshop

@stepnotonpets @SPAC_zilla When is the ticker change? Cant find the date

@SPAC_zilla $BRUN biggest partner is one of Trump's favorite stocks.

You guys think the 1.4 billion capacity expansion agreement between $DELL and $WLAC signals something big coming? Look at that chart Dell is blowing the fuck up.

@Longviewres Would love to see you unearth some other tickers and let the $CGEH thesis play out over the next 3 months. You've done a great job spreading the word, there will be trolls but you dont need to respond to them. Amazing writeups!

I love how every time a stock is down it is due to "exit liquidity" and not because the entire peer group was down on the day (like $BE, $FCEL, $CGEH, $Ceres etc... all down today). $CGEH was down more than others on light trading volume and it trades on the OTC. A small $100K of shares being sold can send the stock down 5% in 10minutes, this is the reality of OTC markets and $CGEH specifically. Shows a lack of securities stock price monitoring and understanding on this platform. I will be writing a note tomorrow on $CGEH's recent SEC filings regarding when insiders may sell their shares and what the documents all mean and permit company executives and PIPE holders can do. Spoiler alert: they can't sell until they report their 4Q FY26 earnings (then wait at least 1 day afterward), which they have not even issued the date for yet. Follow me for that update. Not financial advice, maybe read filings for once guys.

@rubicon59 @axel_malone There's just a lot of early buyers below 5 taking profit as well. The sell pressure isnt unexpected

@axel_malone They actually have quite a bit of operating momentum in the last few quarters.

If $CGEH starts getting DC orders which they are all-out pursuing, the current val will look small. But no guarantees.

@daniel_koss Which site is this?

What do the current top 3 Autopilot portfolios all have in common? Simple. 1. Strong focus on AI infra. 2. All very bullish AI Cloud. My current holdings on AP are 34% $OUST 33% $NBIS 33% $DRAM It's going to be interesting to see how a bear market will look like! Also: I find it very creepy that ChatGPT is already this good. I hope this is a one time event. Otherwise investors are screwed soon.

@UncleAlpha007 @Raunav410657 Everything hinges on the $3B contract right? Would all $3B go to WYY or only a portion?

@daniel_koss @DeepValueBagger I also think uplisting is a catalyst. Many folks cant buy right now. Uplisting plus a DC deal = $100

@DeepValueBagger Uuuh I like this overview! Main addition is that the 105m is without any data centers deal, which is the main catalyst

@daniel_koss We need them to uplist ASAP. What can we do to help

Everyone is talking about $BE. But a 10MW data center needs 6.67 MW of cooling. Bloom only covers 57% of it. They need to pull from the grid for the rest. Capstone $CGEH covers 160%. Needs nothing. The grid queue is already 1500GW. Full breakdown: phynvesting.substack.com/i/195485752/ch…

@Longviewres @AtlasShrug1 Looking forward to it. You should open up DMs so big accounts can reach out to you privately!

I guess I didn't appreciate how motivated was in catching the next $BE. But here is a simple reason why I think $CGEH is the next $BE: while $FCEL has been publicly traded for a long time and has discussed AI data center deals publicly, there is really no real proof points of success or even a sequence outlined for this to really appreciate as a stock (there are just no catalysts here). $CGEH on the other hand has many: 1) emerged from bankruptcy; 2) AI Power as an industry and demand vector accelerated - modular AI Power - like $BE - aligns perfectly with $BE; 3) $CGEH actually introduced a AI Power plan with a 800 VDC product solution using proven intellectual property (the microturbine at 1MW C1000S module blocks); 4) Monarch Recapitalization just a month ago; 5) changed their name just last Friday; 6/7) eventually either a data center deal and/or Nasdaq listing. And then 8) an even more robust power product core with potentially bigger power blocks of microturbines that maybe attract more power infra customers and all of the future looking catalysts could happen in the next six months. What is $FCEL's catalyst path and at what valuation? I'm not sure they come close to $CGEH's setup. Agree or disagree?

$CGEH update. Report is still on track for tomorrow. Seeing lots of "read the $BE Free thesis here" type posts on X today. Thanks for the write-up fam but it is now trading at 12x+ P/FY2 Sales, so despite having a likely further leg of upside (likely another major hyperscale deal gets announced in next couple two months), it is hard to justify to new investors because it is now very very expensive. $CGEH on the hand trades below 2x P/FY2 Sales, so it is much more asymmetric and deeply undervalued comparatively. I just hope people know what they own and do some actual research before buying into anything in the markets these days (the circus that went down with $POET in the last two weeks is a great example of said circus dynamics). Also the report for tomorrow, likely comes out closer to end of day, will include reference to $GEV, $CMI, $CAT, $VRT, $ETN, $ORCL, and several others. I can always tune up the comp groups and send updates through posts if there are parts that people want more of. I think the most important thing will be the valuation and the inputs to target prices (and the various sensitivity assumptions). I created a triple sensitively model for multiples, Megawatt volumes, ASPs, and time horizons, so I am ready to answer "scenario" questions. Will post all results on here as the Qs come in as people research $CGEH. Speak to you guys tomorrow, don't forget to follow to get all the updates. For some readers looking for some foundation on $CGEH, read this: x.com/Longviewres/st…

@vikramskr @NuttyCLD $CGEH will definitely be a name to pay attention to FYI

I've started to broadly map out the power space with some good posts by @NuttyCLD First thing to understand is that the transition to 800V requires datacenters to be built from the ground up for true HVDC support. The mid-term approach will be to use power sidecars to handle large power levels per rack with high voltage. Longer term, datacenters will distribute power = no sidecars. The whole power situation can be monitored by looking at four umbrellas 1. WFE (Aixtron, Veeco) 2. Power Devices (Infinion, TI, Navitas, Power Integrations, ST, ON, Wolf) 3. Box builders (eaton, vertiv, schnieder electric) 4. Hardware providers (APH, TEC, Rosenberger) Most interestingly, the EV supply chain now has a massive AI DC pivot, and a lot of them will be looking to pivot.

@bubbleboi No

The urge to post PnL screenshots.

@Longviewres Great writeup

@Gubloinvestor @crimenews_r35 200

@crimenews_r35 my friend thinks fair price is $20 for $Cgeh

What are you buying or selling today?

@damnang2 Keep up the great work!

My X account has already passed 26K followers, and my Substack has also been reaching the number one spot in the Rising in Technology section from time to time. I’m truly grateful that so many people are showing interest in my work. I’ll keep working hard to write better and more valuable articles going forward. Thank you!