Neil Miller

@FeroceResearch Investing in silver is definitely not for the faint of heart. Unfortunately it gets manipulated on a day to day basis but I know it is going to break out eventually supply and demand will dictate market price soon 🚀

“Spot Silver down -2% today!” - Meanwhile spot silver up 18% in May on pace to have one of its best months Remember, catching multi-month rallies is far easier when you ignore day to day headlines

@BULLOFBRITAIN Dude your killing it

Bull of Britain portfolio activity last few weeks > Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days > $VNP.TO hitting ATH week after week. Best earnings to date. Maintained their guidance. Slow, invincible compounder. > Bought $MRAM last week Monday after the Samsung squeeze and RAM price hiking up 100% > Longed $NOK 2 weeks ago on the re-rating amd $NVDA / Anduril news > Held $AAOI despite every short report and scaremongering, up 300% since I bought back in Feb > Sized into $ALMU after the $TSEM deal. Now up 170% $ALMU will become a beta of Tower Semi. So any news will collaterally effect Aeluma. > Diamond handing every EU Photonic name since the Goldman Sachs and BoA photonics guidance ($SIVE, $IQE, $LPK, $SOI) > $DOCN reporting best ER since inception -> guided 50% growth yoy (Agentics go brr) -> 100% up Haven't sold anything as of yet. But I won't be injecting cash either in the current market state.

@daniel_koss Got In 6 weeks ago today was great 👍 i saw your analysis and pulled the trigger. Good call 🔥

Btw didn't give $OUST enough love today. Who held or even bought the post earnings dip and already made a nice fat gain on this one? 😉

@Silver__Santa Nice volume day for $FREDF first time I have seen over 100k in a while

$FRED.V $FREDF - FREDONIA MINING INC. Silver Santa Research (May 10, 2026) Updated with FRED's new acquisition. drive.google.com/file/d/1tGIxVC…

@aleabitoreddit Wow you are on fire 🔥

Woah, this list compiled by you all…. Actually cooked so hard. Many are up 2-6 times already.

@michaelsikand Thanks Michael 🙏 i took a small position at $6.50 and thinking about adding more while it is on sale. All my other defense stocks are also down 15-20 percent and nothing Is wrong with them either i just think money is flowing to other sectors

I need to talk about $KRKNF. The small cap underwater drone stock supplying Anduril that launched my name on FinX is down 20% in a month. From its ATH of $7.56 it's now down 30%. Granted $KRKNF Krakheads are WAY better off than peers 🦑. In the last 6 months: $KRKNF +41% $AVAV -45% $KTOS -26% Been noticing some people have been in my comments frustrated/curious as to why I haven't been talking about Kraken as much as I used to. So I wanted to give a quick recap and where I stand on the stock currently. My discord went in with me at $3. My viral video hit the world at around $4. Stock peaked at $7.50/share. I can't speak for everyone's cost basis. But at $5.20 that's an S&P crushing investment especially compared to the other defense names. I helped popularize a banger, undervalued drone stock in a super unique niche of subsea with the purest Anduril revenue exposure. It has built an incredibly passionate contingent. The banks covering the stock, who are notoriously conservative, have price targets at roughly 2x upside from here. Macro wise, defense has been a miserable pocket of the market lately. A classic case of buy the rumor, sell the news. I know it sounds illogical but this is how you make money. Most retail investors would think to buy a defense stock when Trump bombs Iran or ocean mines make $KRKNF look like a hero but the smart money is selling it... As to why I'm covering it less there's a few reasons why. 1) There genuinely isn't that much news on the stock and the defense sector isn't where the money is being made right now. The thesis is completely unchanged. Of course, I could come up with more post ideas as a morale booster and thesis reminder, but I also don't want to give the impression I'm a pumper/cheerleader to get my own bags back up. Further, this may sound harsh, but I'm not a babysitter whose job is to manage expectations around a name 24/7. If a stock is going down with the macro I am not in control of it and can not fully explain why other than the fact that stocks go up and down. I've emphasized before that the thesis is unchanged. People are very educated on the story now and it's their decision whether they want to load the dip or chase AI infra. Everyone must do their own research and manage their portfolios accordingly. I've been posting about tons of winning ideas beyond Kraken. 2) OTC access locks a ton of investors out who can't participate, meaning a lot of this exciting story can't be shared by many people who may see the thesis but don't want to switch brokers. Because of this OTC thing too I can't add Kraken on @joinautopilot. I've developed a huge following on there ($30M following my ports, 3 of my ports 70-110% in 3 months). So people get super confused as well when I talk about Kraken and they ask why it's not in any of my actively managed funds. 3) I always made very clear $KRKNF wasn't a full port trade for me and have always covered multiple stocks. I have only ever made one video on Kraken, and have covered 30+ stock deep dives on my YouTube plus at least 6-10 stocks on X consistently. My original gambit was 70% portfolio. I specifically did this so I had enough capital (30%) to play with other stocks as I never went into the finance media sector hanging it all on one trade. Some of the other stocks I concentrated into this year exploded, vastly outperforming Kraken. From buying $AAOI at $50 or $BE at $90 or $SOI at 50 euros, I made multi-bagger returns and in some cases used leverage and options to amplify them. Because of this and the fact my business has taken off recently (more cash to grow my total portfolio size) Kraken has naturally become a smaller share of my holdings though it is still a large concentrated position for me. I don't want to mislead people since my original video and X post were specifically calling out a 70% portfolio number. As a result I removed that % call out from my bio and unpinned the video to not mislead my followers who may blindly match my allocations (which tbh can change on any given day so it's not accurate to post anyway). To be honest, I'm still learning how to do this stock influencer thing, and while I talk a big game, I'm also just figuring shit out and how to best add value to this ecosystem of people from many walks of life, experience, and net worths. I care deeply about everyone who follows me and I have no interest in misleading people, pumping stocks etc. I look forward to continuing to cover Kraken Robotics as a core equity position in my portfolio, as I do believe this company has an incredible multi-bagger future. My discord is still very active and a great place to connect with the fellow tribe to stay engaged. Kraken is profitable, well run, fast growing, has a huge band of revenue projections from the greatest startup of this century (Anduril), and benefits from all the major geopolitical events happening in our world like countries disintermediating from U.S. defense or the idea China would deploy mines around Taiwan. Shoutout my friends @spacanpanman @SpacBobby who continue to cover the name with me and there's more too. I am still in love with the stock and think it is highly undervalued here. When it wakes back up, the Kraken will return with a vengeance. Just watch!

@usppdd What a day 🔥

When I posted this on Sunday, no one paid attentions I guess. $OUST

@RealRickRule I think the reversion will come quickly. 40 trillion in debt 😱

According recent data, gold and Gold related investments comprise about 1/2 of 1% of savings and investment assets, in the US. The 50 year median market share is reportadly 2%. Reversion to mean suggests a 4 fold increase in demand for this asset class

@ScottyGB77 @front_ukrainian I agree NATO and Europe helped them and US also when Biden was president. But I disagree you cannot discount the Ukrainian people and their resolve and ingenuity to adapt and persevere while being severely outmanned. Their people did the heavy lifting

@NeilMil46849480 @front_ukrainian They are only capable because of Europe! Alot of thier fighters are from Europe and you have NATO intelligence and 100% have British tacticians working with them!. Ukraine would be no longer if it wasn't for NATO so please stop this BS. Corruption needs to stop NOW! 💴💵💸💰🚽🪠

❗️During NATO exercises to defend the Swedish island of Gotland from a simulated “Russian attack,” Ukrainian drone operators completely crushed the Swedish forces. The Swedes halted the drills three times to rethink their tactics. Commander of the Swedish Armed Forces, General Michael Claesson, stated that all NATO armies must urgently learn how to fight with drones directly from the Ukrainians.

@jurgen_nauditt I guess they have cards after all.

It is simply incredible: During large-scale NATO exercises on the strategically vital Swedish Baltic island of Gotland, Ukrainian drone pilots—acting in the role of the aggressor—repeatedly and completely "annihilated" the Swedish (and, by extension, NATO) troops. The exercises had to be halted three times because, under real-world conditions, the Swedish units would have already been eliminated. Pilots using the call signs "Tarik" (1st "Azov" Corps) and "Karat" reported that while the Swedish troops possess potential, they must massively improve their drone technology, tactics, and—above all—their understanding at the leadership level. Sweden’s Supreme Commander, General Michael Klässon himself, emphasized that all NATO armies urgently need to learn from the Ukrainians how modern drone warfare is conducted—noting that the "fastest way" is the direct adoption of Ukrainian experiences. Source: Reporting by the Associated Press (AP) news agency, which was on the ground (May 2026, during the Aurora 26 exercises). After more than four years of intense, high-tech warfare in Ukraine—featuring countless drone attacks, daily lessons learned on the battlefield, and thousands of documented missions—it is truly staggering that large segments of NATO apparently still fail to grasp the fundamental nature of modern warfare.

@FeroceResearch Own 3 of the 4 👌 heavy silver though. Love to see others with a high conviction on silver.

Feroce Research members having a hard time today if they should be celebrating over $OUST $ALAB $MU or Silver It's a good problem to have

@Echoboxbrain @front_ukrainian You are correct 👍 but I hope NATO sees their value and lets them in shortly after the war ends.

@NeilMil46849480 @front_ukrainian As long as Ukraine is at war, this sadly isn't possible. When the war is over, they likely will get invited in

@FeroceResearch Is ALAB and CRDO still good buys at current prices. They have had a nice run as of late. I think I remember you mentioning you were bullish on these 2 companies.

Astera Labs $ALAB is the bottleneck to a bottleneck People have finally figured out that memory demand is a necessity Very quickly will people also figure out that memory pooling is also a necessity What made Micron and memory such a great pick last year from my thesis was that the demand was increasing but the competition was so limited. Makes money to flow into the select few memory names very easy to pick from It’s the same with memory pooling now

@RealRickRule Nice 🔥

" Politics" = poli Greek for many + tic ( k)s English colloquial for blood sucking insects politics, many blood sucking insects

@BohuslavskaKate 💯 they deserve their flowers

FIONA HILL: The war in Ukraine has changed the nature of warfare itself. Ukrainians are now the most battle-hardened army in Europe, and they are keeping Russians embroiled in a stalemate or a deadlock. And they have a lot of capacity, lessons and equipment to impart to others.

@SecDuffy Under Pete we had Zero fatalities. You cannot make that claim. Stop blaming others for your failures

Under Pete Buttigieg, the NOTAM system that alerts pilots about information like weather, airspace & runway closures BROKE DOWN - grounding planes nationwide for the first time since 9/11. Why? It was old & outdated. Built in 1985. And Pete didn’t fix it. Under my leadership, America now has a BRAND NEW state-of-the-art NOTAM system. At @USDOT we’re moving at the speed of Trump! 🇺🇸

@FeroceResearch Man I hope your right that would be a dream come true

There is not a single thing you can do but to accept the fact Silver will be seeing $200 Per Oz this year Let's cut all the conservative talk and get to spilling the real beans

@roberto_ruarte i have been watching them and after today they look to be at their 52 week low. Was thinking about jumping in now. I think they sacrificed margins for growth but that seemed to work ok for Amazon in the long run.

Mercado Libre ya tiene solo el 15-20% de su negocio en Argentina. El resto es Brasil, México y Latam. Y su gran crecimiento viene del negocio financiero: Mercado Pago. Las billeteras virtuales + pagos con QR están explotando. La gente paga todo con el celular y los bancos están muy preocupados. Es un cambio brutal en el sistema financiero de la región. @MiticoPodcast

@Ren_aramb lol.. I bailed after it 2x back to 1x after the Marvel news. Just a Couple days before that happened I was tweeting about it being my first 2x stock and then the bottom fell out 😂 at least i did not lose anything on it.

Can someone please remind $POET that it is a shitco? It’s about to double top in under one month Im still long, but just as f… it money.