Monroe Group Investments🦅

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Monroe Group Investments🦅

Monroe Group Investments🦅

@MorningBeer44

Orange, CA Katılım Mayıs 2023
311 Takip Edilen182 Takipçiler
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Elon Musk
Elon Musk@elonmusk·
Banger 😂
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Red Line News
Red Line News@RedLineNewsUSA·
Conservative Jake Lang was just TAKEN by a crowd of rioters! No reason to wait, send in every available military person we have and RESTORE ORDER!
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Stock Talk
Stock Talk@stocktalkweekly·
The on-device inference stock I shared with our community members on Wednesday was Synaptics $SYNA This is the thesis I shared: In my view, one of the biggest themes of this year will be Edge Compute & On-Device Inference. Currently, the only position in my portfolio that addresses this theme is $OSS (opened @ $4.71 on 11/26/25, before the crowd knew about it), which is a core position. However, I would like to layer exposure here with a few more stocks. One of those stocks is Synaptics $SYNA You should think of an “AI-capable device” as having three big layers: Sensors & inputs (camera, microphones, touch, motion sensors) Local compute (the chips that run the model and decide what’s happening) Connectivity (Wi‑Fi/Bluetooth/etc. to talk to phones, routers, or other devices) SYNA has products that map to (2) and (3) directly, and it markets itself as providing an integrated edge stack (compute + connectivity + multimodal support) SYNA’s SL2610 family is described as integrating: - General compute (Arm CPU cores) - GPUs (NVIDIA or otherwise) - An AI acceleration subsystem (Synaptics' Torq platform) In layman’s terms: it’s designed so an OEM can build a device that sees/hears something, runs an AI model locally, and reacts, without needing a datacenter or offsite server GOOGLE PARTNERSHIP On January 2, 2025, Synaptics announced it was collaborating with Google on Edge AI for IoT to define “optimal implementation of multimodal processing for context-aware computing,” integrating Google’s MLIR-compliant ML core on Synaptics Astra hardware with open-source software/tools. In October 2025, Synaptics announced the SL2610 line and stated that Torq delivers the first production deployment of Google’s RISC‑V-based Coral NPU with dynamic operator support, using an open-source IREE/MLIR compiler/runtime approach. Google’s own developer documentation calls Synaptics its first strategic silicon partner for Coral NPU and says SL2610 features the first production implementation of Google’s open-source Coral NPU ML core THE 'ASTRA' PROGRAM Astra is not a single chip. It’s Synaptics’ AI‑native IoT compute platform that bundles together processor families (silicon), SL-series (high power MPUs built on Arm Cortex CPUs), SR-series (low-power MCUs) + software, hardware & connectivity. Astra is Synaptics effort to sell the “whole kit” that makes an IoT device smart on its own: a processor that can run AI locally, the software tools to deploy models, and the dev hardware + wireless pieces to get a product built and shipped faster. Astra launched in April 2024, but in October 2025 they updated Astra to the next generation purpose-built for edge AI workloads: - Synaptics announced the Astra SL2600 Series, launching with the SL2610 product line, positioned for multimodal Edge AI and a wide set of IoT endpoints (appliances, automation, charging infrastructure, healthcare, retail POS/scanners, robotics/UAVs, etc.) -- this provides very robust multi-theme exposure - SL2610 is explicitly tied to the Torq Edge AI platform and Google’s open Coral NPU The thesis behind on-device compute is that: some inference leaves the data center and moves to endpoints Astra is a direct lever to this idea, because Astra is literally designed for endpoints that: - generate raw data (camera/mic/sensor) - need real-time responses - can’t depend on network reliability In my opinion, the company trades at a very reasonable valuation of 21x free cash flow, 21 trailing P/E, 15 forward P/E, 3x sales ($1.1B vs. $3B mkt cap) with a PEG ratio of 0.82 (which is below 1, implying the stock is undervalued). Management is guiding for 25-30% CAGR in their IOT business over the next 4 years, which is massive growth in the key segment considering this type of undemanding valuation.
Stock Talk@stocktalkweekly

New position opened in mid-cap edge AI / on-device inference stock at whop.com/stocktalk

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Stock Talk
Stock Talk@stocktalkweekly·
One Stop Systems $OSS is up +30% today alone, as the stock becomes discovered more broadly. As usual, we were ahead of the herd. On 11/26/25 I shared my thesis on $OSS for our members at $4.71 as the only small cap in my portfolio. Today, the stock is trading $10.45, up +121%
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Wall Street Apes
Wall Street Apes@WallStreetApes·
American in California doesn’t trust the “Radiation fog” that’s been gong on So he’s been collecting fog in a jar, he shows it’s turned into a thick, jelly, “bubbly substance” He’s going to take it inside, let it dry out and send it into a lab for testing. It doesn’t look right
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Monroe Group Investments🦅@MorningBeer44·
@Guysloveguns Multiple times. One time at Downtown Disney after leaving and going to find my CRKT in the bushes it was gone, but found a Kershaw. Weird how the universe works, I liked my CRKT better but hey.
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Guns Daily
Guns Daily@Guysloveguns·
Ever done this before? I have!
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Mason Burchette
Mason Burchette@BurchetteMason·
We’re taking steel siding to an entirely new level with these Realtree print metal panels. Made with American steel 🇺🇸
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Stock Talk
Stock Talk@stocktalkweekly·
If I have helped you make money in the markets over the past several years, let me know in the comments 🙏
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MapleStax Trades
MapleStax Trades@MapleStax·
I’ve made over $100,000 in just 3 months using my custom CBC strategy. Now I turned it into a FREE TradingView indicator that tells you exactly when to buy and sell—no guesswork. I’ve been testing it for months, and it’s been printing. 📈 Like + Comment “Trade” - I’ll DM it to you. (Must be following to DM) $SPY $SPX
MapleStax Trades tweet media
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Elon Musk
Elon Musk@elonmusk·
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Whole Mars Catalog
Whole Mars Catalog@wholemars·
Right now, truly driverless cars are only available in 5 cities in the United States so it’s easy for many to believe this. Within the next few years driverless cars will be in every state and city.
Sheel Mohnot@pitdesi

Over on threads a lot of people are arguing with me that self driving cars aren’t ready for prime time and apparently they *explode* Still blows my mind that people think they don’t work when we’ve been using them for 2.5 years

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Monroe Group Investments🦅@MorningBeer44·
@Josephfattorus1 I remember listening to a random ass space like a year ago with you talking about it and how you full boated into $ONDS with such conviction, I had to grad a few shares myself. Wish I got more, congrats and thank you.
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Joe Fatts
Joe Fatts@Josephfattorus1·
ONDS ...multi millionaire maker 😛
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Whole Mars Catalog
Whole Mars Catalog@wholemars·
No thank you! Not interested in your attempts to humiliate and dehumanize Tesla fans for liking their cars too much. Perhaps you should interview your colleagues at CNN about why they only support sustainable transport when it’s fashionable and politically convenient?
Whole Mars Catalog tweet media
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Teslaconomics
Teslaconomics@Teslaconomics·
I drove 6 hrs to eat, charge, and chill at the Tesla Diner that just opened. My family is ecstatic right now.
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MapleStax Trades
MapleStax Trades@MapleStax·
I’ve made over $100,000 in just 3 months using my custom CBC strategy. Now I turned it into a FREE TradingView indicator that tells you exactly when to buy and sell—no guesswork. I’ve been testing it for months, and it’s been printing. 📈 Like + Comment “Trade” - I’ll DM it to you. (Must be following to DM) $SPY $SPX
MapleStax Trades tweet media
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Monroe Group Investments🦅 retweetledi
Whole Mars Catalog
Whole Mars Catalog@wholemars·
They should do Grok + FSD guided tours of any city Would be siiiick. Grok generates a tour route and fun facts / history for each stop. Can be totally customizable.
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