Find Alpha
22K posts

Find Alpha
@MicrocapTrader
Microcap catalyst/theme/special-situations trader // Verseoftheday is my best post by far, each day// 1Peter4:10
Katılım Eylül 2009
586 Takip Edilen9.6K Takipçiler

looks like a proxy battle is looming for $PW in order for the activist parties to get 2 seats on the board. This just-filed 13 D/A spells it out:
archive.fast-edgar.com/20260526/A8LZE…
Note that it would appear that this Daytona Railroad is in competition with William Posner's railroad
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Gumshoe newsletter reveals tease of $CGEH as the “microcap at the center of Trump’s $15 billion AI energy mandate."
(@grok interpretation)
stockgumshoe.com/reviews/future…
The Teased StockTicker: CGEH (OTC)
Company: Capstone Energy+ (formerly Capstone Turbine Corporation / Capstone Green Energy)
The Core Pitch (“PowerScaler”)
💠The newsletter is hyping CGEH as the “microcap at the center of Trump’s $15 billion AI energy mandate.”“PowerScaler” refers to a new category of companies that provide on-site, behind-the-meter power generation for hyperscale AI data centers (Google, Microsoft, Meta, Amazon, OpenAI, etc.).
💠Trump’s “Ratepayer Protection Pledge” (and related policies) is forcing these hyperscalers to pay for their own massive electricity needs instead of passing costs to utility customers → creating a huge new market for independent, quick-deploy power solutions.
Why CGEH?
💠Their microturbines (especially the C1000 series, up to 1 MW) can run on natural gas, biogas, hydrogen, or propane.
💠They can natively generate 760-volt DC power (easily modified to the 800-volt DC that Nvidia now requires for its next-gen AI chips/racks).
💠The company claims this makes them uniquely positioned for “dark” (off-grid) data centers that can’t wait for grid upgrades.
💠Additional angle: waste-heat recovery for cooling (dramatically cheaper than traditional electric chillers).
Key Claims in the Tease
💠Massive near-term data-center pipeline (potentially much larger than their traditional business).
💠Ability to scale manufacturing quickly (including on-site at hyperscaler campuses).
💠Already shipped >10,000 units globally and saved customers $1.1 billion in energy costs.
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if only @Securitize was public or going public 😲
Securitize@Securitize
Some of the biggest names in finance are converging on the same idea: tokenization is the next trillion dollar industry. A number of major forecasts are implying 100x growth from today’s $34 billion market. The future is bright for tokenization.
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@Paraboljoker similar situation for $NA and their $BNB hodlings
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$LGHL 4mcap? $HYPE stake worth 12M 👀
news just in... 🗞️
Since establishing its position, the Company has not sold any HYPE tokens and continues to hold its full allocation of 193,775 HYPE. As of May 25, 2026, this position was valued at approximately USD 11.9 million (based on prevailing market prices as of May 25, 2026)
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$JTAI makes a lot of sense to me, with the direct investment in #SpaceX
Pmony@pmony5
NEXT ??? $FJET $JTAI
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#verseoftheday "God did not send his Son into the world to condemn the world, but to save the world through him."
—John 3:17

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add $COCP to your #hantavirus list:
Cocrystal Pharma Announces Discovery of Pan-Viral Inhibitors Targeting Hantavirus, Bunyavirus and Influenza
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#verseoftheday
Psalm 23:3 ESV
[3] He restores my soul. He leads me in paths of righteousness for his name’s sake.
bible.com/bible/59/psa.2…
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#verseoftheday
Acts 4:31 ESV
[31] And when they had prayed, the place in which they were gathered together was shaken, and they were all filled with the Holy Spirit and continued to speak the word of God with boldness.
bible.com/bible/59/act.4…
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#verseoftheday
Acts 1:8 ESV
[8] "But you will receive power when the Holy Spirit has come upon you, and you will be my witnesses in Jerusalem and in all Judea and Samaria, and to the end of the earth.”
bible.com/bible/59/act.1…
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@MindlessMechani @BlackScholesMan something tells me he's going to try and have his cake and eat it too 🤭
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@BlackScholesMan @MicrocapTrader He's good thru Tuesday.....he gained a 1 day reprieve!!
You can thank me later.......🤣🤣🤣🤣🤣
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@MicrocapTrader Yeah, I'm not sure this move in $LPTH sticks. Too much to fast
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$ARRXF is one quantum ticker that is being left adrift despite the rising tide. But the company seems OK with keeping their story in Australia. Puzzling
archerx.com.au/newsroom
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Find Alpha retweetledi

This SEC "delay" is actually a positive for $CEPT @Securitize as they already meet regulations to tokenize stocks. This exemption, as described below, would have allowed synthetics/wrappers without real shareholder rights to compete with native tokenization. The stock should be up on this news, if anything, as it strengthens their moat if synthetics aren't allowed in USA.

Frank Chaparro@fintechfrank
SEC delays plan to allow trading of tokenized stocks due to concerns and pushback Scoop via @pattersonscott
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@markflowchatter i think $CGEH the exciting smallcap in the turbine space
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on $BWA
Morgan Stanley calls out that Borgwarner $BWA as an under-appreciated power solutions play, competing against Bloom Energy $BE .
BWA launched a similar turbine generator product last quarter, which competes with Bloom Energy $BE in onsite power at competitive unit
This has all the buzz words "NVDA is driving adoption of this existing architecture in Data Centers to service bigger AI server racks."
This generator product is under contract with Data Center developer Endeavour: BWA supplies its generator to the Endeavour ‘TurboCell’ segment, which can service hyperscale and co-locator demand, along with other ‘microgrid’ applications.
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