Ambiorix

$OUST below 40$ and $EOSE around 7.50$ (basically derisked) are the 2 best opportunities in the market. Both expanding capacity (another way of raising guidance), both US made technologies (vs Chinese competition), both selling products in h. demand today and for the next decade.

I am now long $TRT (Trio-Tech International). I believe the risk/reward remains highly asymmetric despite the stock's strong run. What stands out to me: • Founder-led management with significant skin in the game • Exceptional recent revenue growth driven by AI and semiconductor testing demand • Potential ties to major industry players including $AMD, $COHR, and $MU (based on public disclosures and industry breadcrumbs) • Confirmed relationship with $NXP, where Trio-Tech is listed as a supplier • Growing exposure to AI, automotive, and advanced semiconductor markets Risks: • Gross margin compression as the business scales • Insider selling (I don't like it, but it's not a thesis killer) • Small-cap execution risk and customer concentration concerns • Recent equity raise introduces dilution risk My plan from here is simple: monitor execution. If management continues to execute and confidence in the thesis increases, I'll continue adding to the position even at higher prices. Due to the company's size and liquidity, my maximum allocation will be capped at 10% of the portfolio. My full article is below 👇

This is Michael burry TOP PICK btw…

$TRT just dropped another order. Today. June 4, 2026. $2.6M in new burn-in board orders for a next-gen AI GPU platform. North American and European customers. Same platform as every previous order. Let me show you what the order book looks like now. Mar 4, 2026 → $2.5M automotive IDM order Mar 17, 2026 → $5.3M AI GPU qualification order Q3 FY26 → $2.5M AI GPU follow-on Jun 4, 2026 → $2.6M AI GPU order. Today. Total confirmed orders since March: $12.9M. In under 90 days. Notice something? Every single AI GPU order references North American and European customers. Not Asian. Not unnamed geography. North American and European. Every time. $AMD is headquartered in Santa Clara, California. North American. This is not a one-off order. This is a cadence. The $5.3M qualification order in March was the door. Every order since has been the same customer opening it wider. The 104,000 sq ft Penang facility came online June 1. Three days later, another order lands. The timing is not a coincidence.

I have a strong feeling this will age well. $TRT

All of the space sector is gettimg hit hard right now post- $SPCX IPO. $RKLB down 5% $ASTS down 8% $PL down 6% $SATS down 8% and many more… liquidity drain?

This is getting ludicrous now: 1 year returns: $META: -19.36% $MSFT: -17.85% Probably because they've had the lowest ROI on AI capex to-date?

Woah, Frankfurt Bank strategists say: 8% of US current-account deficit could be refinanced in a single day by overseas demand for SpaceX ( $SPCX ) shares. Excited to see how markets react around a Mega-IPO... Don't think there's been any historical precedence like this yet?