Palmer Fortune

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Palmer Fortune

Palmer Fortune

@Palmersfortune

eat at https://t.co/UpgkJBnwqg https://t.co/D7NozxhdJC

SSI GA & Dallas TX Katılım Mayıs 2026
295 Takip Edilen198 Takipçiler
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sirmojojon
sirmojojon@sirmojojon·
$AMPG The Four Week Countdown to Earnings Report… The team highlighted that further progress in commercializing advanced 5G and MMIC solutions is expected to drive continued growth, margin expansion, and potential new customer wins, including direct purchase orders without formal LOIs. When a company says that, and does a BuyBack announcement last week. Seriously, where you think this is heading?
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Olyth
Olyth@olyth_capital·
@ChairmansLedger You are the one talking about beliefs that's not what conviction is. That's impressive.
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Olyth
Olyth@olyth_capital·
If you need help holding you don't have conviction. Conviction isn't hope.
The Chairman's Ledger@ChairmansLedger

@olyth_capital You misunderstood the post. Conviction helps you hold. It doesn’t make you right. The outcome is indifferent to how strongly you believe it.

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sirmojojon
sirmojojon@sirmojojon·
$AMPG **Open RAN is scaling — and the industry is ready.**​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ The Dawn of Scalable Open RAN In the spring of 2026, the global telecom industry took a decisive step toward maturity. Across nine international labs and thirteen operator-hosted sites, thirty-one companies and institutions converged for the O-RAN ALLIANCE Global PlugFest Spring 2026. What emerged was not just another test event, but clear proof that multi-vendor Open RAN had moved from theory to scalable reality. For months, engineers pushed boundaries on Massive MIMO end-to-end integrations, advanced beamforming, AI-RAN intelligence for energy savings, and even early Integrated Sensing and Communication. Major operators — AT&T, Deutsche Telekom, Orange, Rakuten Mobile, Korea Telecom, LG Uplus, and others — stood side by side with vendors in neutral, structured environments. The message was unmistakable: interoperable, disaggregated networks were ready for commercial deployment at scale. Among the standout participants was AmpliTech Group, the only company bringing a commercial 64T64R Massive MIMO O-RAN radio to the PlugFest. Their successful interoperability demonstrations underscored a broader industry shift — American innovation helping to diversify the supply chain and accelerate the transition away from legacy vendor lock-in. The PlugFest didn’t just validate technology; it validated confidence. Operators now see a clear path to flexible, intelligent, and cost-effective networks. What began as ambitious standards work has become industrial momentum. mediastorage.o-ran.org/o-ran-pr/pr-on…
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Joel
Joel@growthrapidly·
7 stocks I believe can double in the next 12 months: $HIMS $IREN $AAOI $ONDS $ZETA $POET $SOFI Some are high risk? Yes High upside? Absolutely!
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FIRED Up Wealth
FIRED Up Wealth@FIREDUpWealth·
These Top 20 X Hype Stocks are DOWN BIG from 52w highs. Which stocks are buys right now? $OKLO $48.85 (-75% from $193.84) $SOUN $6.64 (-70% from $22.17) $ONDS $7.26 (-53% from $15.28) $HIMS $34.38 (-51% from $70.43) $AAOI $119.96 (-49% from $233.67) $IONQ $42.86 (-49% from $84.64) $IREN $41.14 (-46% from $76.87) $RKLB $81.04 (-46% from $151.00) $ASTS $73.32 (-45% from $133.86) $TE $6.85 (-45% from $12.49) $FCEL $21.07 (-44% from $37.88) $SOFI $18.78 (-43% from $32.73) $CRWV $88.88 (-42% from $153.20) $OUST $43.13 (-32% from $63.79) $BE $244.61 (-30% from $351.28) $NOK $12.44 (-29% from $17.45) $NBIS $219.65 (-27% from $299.86) $WULF $21.97 (-26% from $29.84) $BB $10.95 (-19% from $13.59) $PENG $78.35 (-13% from $89.86)
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Shay Boloor
Shay Boloor@StockSavvyShay·
KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $NVDA, $AMD, $MU, $HOOD, $HIMS • Hold: $TSLA, $AVGO, $NBIS, $AEHR, $CIFR, $RKLB, $OPEN, $SOFI, $AAOI • Bearish: $PLTR, $ONDS, $OKLO, $ASTS, $IONQ, $IREN
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Palmer Fortune retweetledi
The Assembly
The Assembly@InTheAssembly·
The odds of a recession just fell to their lowest level since 2022.
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Patient Investor
Patient Investor@PSInvestor·
The only things I will be buying in the coming weeks are $APLD, $QS, $KOPN, $APMG, $RDW , and $NVTS. Nothing else is in my target to DCA.
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Pepe Invests
Pepe Invests@pepemoonboy·
Learning how to sell options has changed my life. My options selling strategy is actually pretty simple. I stick to a repeatable process which I’ll share with you for FREE. I want everyone to win, and if you like to win, give me a follow. How I Approach Selling Options: 1. Sell options on great companies. Find businesses in industries with long-term growth tailwinds. Study the fundamentals, understand the valuation, and decide whether you’d be happy owning the stock for years. Build a watchlist so you’re ready when opportunities come. 2. Sell covered calls on big green days When a stock rallies, option premiums increase. If I’m willing to sell my shares at a higher price anyway, I get paid while I wait. 3. Sell cash secured puts on big red days. Fear creates opportunity. Red days usually mean higher implied volatility and better premiums. If I already wanted to buy the stock at a lower price, I can get paid to potentially buy it there. It’s basically getting paid to place a limit order. 4. Look for implied volatility above 30%. Higher IV generally means richer option premiums. The more premium I collect, the more I get paid for taking the same obligation. 5. Avoid selling options right before earnings. Earnings can cause huge price swings in either direction. I’d rather collect consistent premium than gamble on a binary event. 6. Always be comfortable with assignment. If I sell a cash secured put, I’m happy buying the shares. If I sell a covered call, I’m happy selling my shares. If you’re disappointed either way, you probably shouldn’t have placed the trade. 7. I typically target a 0.25 to 0.35 delta. This gives me a balance between collecting meaningful premium while maintaining a reasonable probability of success. 8. I target at least a 1.5-2% monthly return on capital. If a trade doesn’t meet my minimum return requirement, I simply wait. Cash is a position too, and patience is one of the biggest edges in investing. 9. Don’t overconcentrate. Don’t let one stock or one sector become too large a percentage of your portfolio. Diversification won’t eliminate risk, but it can prevent one bad trade from doing serious damage. 10. Always keep cash in reserve. Never deploy all your capital. Keep cash available in case multiple cash secured puts get assigned or an incredible buying opportunity presents itself. 11. Have an exit plan before entering. Know exactly what you’ll do before placing the trade. Will you let it expire, buy it back early, roll it out, or accept assignment? The decision should be made before emotions get involved. 12. Don’t chase premium. The highest premiums usually come with the highest risk. Focus on quality companies and favorable setups, not whichever option pays the most. 13. Position sizing matters. No single trade should have the power to significantly hurt your portfolio. Size your positions so one unexpected move doesn’t derail your long-term strategy. 14. Be patient. Some months the market offers incredible opportunities. Other months it doesn’t. You don’t need to force trades just because you have cash sitting idle. 15. Understand why IV is high. Higher implied volatility means higher premiums, but it also means the market expects bigger price swings. Make sure the premium justifies the risk you’re taking. That’s how I approach selling options. What’s your strategy like?
Pepe Invests@pepemoonboy

Selling options is a cheat code. I promise you will not regret learning this strategy. The past two years have completely changed the trajectory of my family’s life. Last year I set a goal of making $120k from trading options in 2026. Today, I’m already up $106k YTD with both buying and selling options. 🤯 Mission almost accomplished. Now it’s time to think bigger. My goal for next year is $300k in options income. People will say it’s unrealistic. They said the same thing about this year’s goal. To everyone who doubts me… Thank you. You’ve always been my favorite source of motivation.

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Palmer Fortune retweetledi
Olyth
Olyth@olyth_capital·
If you like $AMPG give a follow to @Zenith_Vertex as he does the work of a true investor.
Zenith Vertex Capital@Zenith_Vertex

🎯 THE DEEP VALUE ANGLE: 🤖 Why the market is completely missing the Industrial Robotics side of $AMPG. Everyone is focused on AmpliTech’s massive carrier O-RAN pipeline, but ⁠@olyth_capital⁠ hits the nail on the head here. The street is completely asleep on their End-to-End Private 5G vertical. 📶 When we talk about smart factories, automated warehouses, and autonomous robotics fleets, traditional Wi-Fi simply fails. It can't handle the multi-floor handovers, it suffers from unpredictable latency spikes, and it creates massive security vulnerabilities. 🏢 Industry data shows a staggering difference: a major distribution center relying on Wi-Fi requires up to 120 access points and faces constant connectivity drops, whereas a Private 5G network covers the exact same space seamlessly with just 8 access points. ⚡ The AmpliTech Moat: CEO Fawad Maqbool didn't just design components; AMPG provides complete, end-to-end solutions. They have portable "Network-in-a-Box" deployments, native DAS systems, and O-RAN certified Massive MIMO radios. Because their systems utilize their proprietary, world-class Low Noise Amplifiers (LNAs), they deliver superior signal range and quality that autonomous robotics applications strictly require. 💰 The Real Catalyst: This explains the absolute confidence behind the recently announced $10,000,000 share buyback program. Management knows they aren't just a component supplier—they are a vertically integrated US leader sitting at the exact crossroads of the 5G infrastructure buildout and the industrial automation revolution. While the market evaluates them solely on legacy telecom timelines, the real explosive growth might just come from the factory floor. 🏭🚀 ⁠#AMPG #Private5G #Robotics #Automation #SmartFactory #ValueInvesting #ORAN #GrowthStocks

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Zenith Vertex Capital
Zenith Vertex Capital@Zenith_Vertex·
🌐 GEOPOLITICS & INFRASTRUCTURE: 🇺🇸 The Multi-Billion Dollar Sovereign 5G Tailwinds Powering $AMPG. When analyzing a micro-cap transitioning into hyper-growth, looking at the product is only half the battle. You have to look at the regulatory and policy moats supporting the macro environment. Right now, Uncle Sam is essentially forcing the telecommunications industry straight into AmpliTech’s wheelhouse. The U.S. government is actively deploying two massive initiatives to secure our networks and eliminate foreign hardware dependency: 🏛️ 1. The $1.5 Billion NTIA Innovation Fund: Born out of the CHIPS and Science Act, this fund is strictly dedicated to accelerating Open RAN (O-RAN) technology. Why? Because the legacy telecom model relied on proprietary, closed systems from a few massive foreign giants. O-RAN allows hardware and software from different vendors to mix and match. As a proud U.S. company with certified, proprietary 64T64R O-RAN hardware, AmpliTech is positioned directly in line with this federal mandate. 🛑 2. The ~$5 Billion FCC 'Rip-and-Replace' Mandate: The mandate is simple: smaller, regional, and rural U.S. carriers must completely strip out untrusted Chinese hardware (like Huawei and ZTE) from their networks. Congress closed the final $3B funding shortfall via the NDAA, fully weaponizing this program. Carriers can't just leave empty cell towers—they need high-efficiency, cost-effective, American-compliant infrastructure to replace it. 🎯 The Sweet Spot for AmpliTech: This isn't just speculative policy; it is a forced catalyst. Smaller carriers replacing old gear don't want to get locked into expensive, rigid contracts with old legacy giants. They want flexible, open-architecture, high-performance systems. AmpliTech's 100% successful multi-vendor validation at the O-RAN Global PlugFest proves their tech is drop-in ready to capture this shifting market share. 📈 As the corporate execution phase accelerates, $AMPG isn't just relying on standard enterprise sales cycles. They are riding a multi-billion dollar wave of structural, government-backed infrastructure spending that is practically mandating the adoption of their technology. The future of 5G is open, sovereign, and American-made. 🛰️📡 ⁠#AMPG #OpenRAN #5G #NationalSecurity #NTIA #FCC #MacroInvesting #ValueInvesting #Infrastructure
Zenith Vertex Capital tweet media
sirmojojon@sirmojojon

$AMPG in The Sweet Spot. Technical Innovation x Policy Support x Market Needs.

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Marco
Marco@theCFOInvestor·
Buy, hold, or cut? Small-cap names down 50%+ from 52-week highs: $KRKNF $KEEL $NUAI $MRLN $DGXX $TRT $ONDS $RDW Which one has the best bounce-back potential?
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Zenith Vertex Capital
Zenith Vertex Capital@Zenith_Vertex·
@SpaceSector001 $AMPG has shifted out of their R&D phase and is officially in commercial execution and production scaling phase. This is when things get very interesting for small companies like this 💎
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sirmojojon
sirmojojon@sirmojojon·
$AMPG in The Sweet Spot. Technical Innovation x Policy Support x Market Needs.
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Lily Funds
Lily Funds@LilyFunds·
Been mainly a spectator over the last couple of weeks watching; yesterday did a little shopping 🛒 Grabbed some $RKLB $LPTH $AMPG $HOVR & nibbled on $TSLA equity. Also purchased a slug of $VISN ahead its next distribution 👀 Sold puts within 90~ day expirations: $ABCL $6 Aug collected $.65 $LPTH $10 Sept collected $1.40 $ONDS $6 Sept collected $.54 $RDW $10 Aug collected $1.34 $RKLB $76 Aug collected $8.30 $UMAC $15 Nov collected $2.79 Market’s been acting wobbly of late, this is healthy. We enter back into earnings season 🤓 It’s just a matter of time until the party resumes in our themed areas imo🐂 Keeping an 👁️ on the 10yr🧑‍🚀
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Zenith Vertex Capital
Zenith Vertex Capital@Zenith_Vertex·
📊 MARKETS & LIQUIDITY: ⏳ The Final Countdown: AmpliTech’s $5 Series A Expiration This Coming Friday. As $AMPG completes its evolution from an engineering story to an active commercial engine, a major technical event is hitting the calendar this coming Friday, July 18, 2026. The company's Series A Rights (frequently referred to by traders as their $5 warrants/rights) officially reach their final expiration and payment deadline. For investors tracking the capital structure, this expiration brings a massive fundamental shift. Here is exactly what is happening and how it impacts the company moving forward: 💵 The Immediate Cash Inflow: Because the current stock price has been hovering in-the-money relative to the $5 subscription price, a significant portion of these Series A rights are expected to be exercised by holders before the Friday cutoff. This creates an immediate, non-dilutive influx of raw cash straight onto AmpliTech’s balance sheet. For a company actively fulfilling a growing backlog and ramping production on their 64T64R O-RAN radios, this fresh liquidity provides massive operational flexibility. 🛡️ Clearing the Overhang & The Dilution Trade-Off: In the short term, the exercise of these rights introduces new common shares into the float. However, hitting this expiration date is a massive net positive because it completely clears the Series A warrant overhang that has historically weighed on the capital structure. Once Friday passes, those potential shares are either fully baked into the current count or they expire worthless—leaving management with a crystal-clear, stabilized float. ⚔️ A Fortress Balance Sheet Gets Stronger: AmpliTech was already operating with a highly liquid position, a current ratio north of 4.0x, and zero long-term corporate debt. Adding the proceeds from the Series A exercise reinforces this capital cushion. It explains exactly why management felt comfortable permanently terminating their ATM equity dilution facility last week and authorizing an aggressive $10,000,000 share buyback program. They don’t need to dilute shareholders via the open market; the warrant exercises are funding the war chest. 🔮 What to Watch Next: Once the clock runs out this Friday, the market's focus shifts entirely to operational execution and the upcoming Series B rights ($6 strike expiring in late November). With the capital structure de-risked and fresh capital secured, the runway is completely clear for AmpliTech to execute on its massive $78M+ sales pipeline without hitting cash constraints. The transition from speculative micro-cap to a well-funded, highly structured commercial challenger is officially crossing its next major milestone this week. 🚀📈 ⁠#AMPG #Warrants #MacroTrading #ValueInvesting #ORAN #5G #BalanceSheet
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Zenith Vertex Capital
Zenith Vertex Capital@Zenith_Vertex·
The global Open-RAN (O-RAN) infrastructure market is moving fast, and $AMPG is uniquely positioned right at the center of it. 📡🇺🇸 🗼As major Tier-1 U.S. carriers face mounting regulatory and geopolitical pressure to build secure, domestic supply chains, they are aggressively diversifying away from closed legacy telecom monopolies. They need open, standardized, American-made hardware—and AmpliTech is delivering the premium standard. Here is why the likelihood of macro-carrier adoption has reached a critical tipping point: 📻 The Only Domestic Option: AmpliTech's 64T64R radio is the only radio of its exact high-capacity configuration designed, engineered, and commercialized by an American company. 🏆 Rigorous Industry Badging: This isn't a prototype. Their radio successfully achieved official O-RAN ALLIANCE Certification and Badging. It has been fully certified by the Open6G OTIC at Northeastern University, proving complete live interoperability. 🧪 The Carrier Gauntlet: At the O-RAN Global PlugFest, AmpliTech stood completely alone as the only 64T64R Massive MIMO vendor. They successfully completed multi-vendor interoperability tests with global giants, including AT&T. 🟢 The NVIDIA AI-RAN Ecosystem: Trillion-dollar infrastructure leaders are taking notice. AmpliTech’s 64T64R platform served as the central hardware layer for the world’s first open-source Massive MIMO AI-RAN system utilizing NVIDIA's AI Aerial software. It was recently featured as the only Massive MIMO radio in live multi-vendor demonstrations for over 120 AI-RAN Alliance members at VIAVI Solutions' NTIA-funded VALOR Lab. 👨‍💼 The Commercial Inflection Point: Up until now, Wall Street has priced AmpliTech like a speculative micro-cap still stuck in lab testing. But the company is actively shifting from technical readiness to aggressive commercial execution. They just added veteran sales executives from Nokia and Ericsson North America to leverage deep carrier-level relationships and convert their massive pipeline into booked revenue. 📈 With a forward P/E sitting near 26x against an expected YoY earnings growth rate eclipsing 54%, its Forward PEG ratio rests at a staggering 0.48. Meanwhile, management permanently terminated their ATM dilution facility and authorized a massive $10,000,000 stock buyback program. In a multi-billion-dollar global telecom overhaul, AmpliTech controls the premium hardware standard. Capturing just a tiny fraction of this expanding market completely rewrites the fundamentals for this debt-free company. The valuation gap here is exceptionally rare. 🚀📊 ⁠#AMPG #5G #OpenRAN #MassiveMIMO #AIRAN #ValueInvesting
Zenith Vertex Capital tweet media
Zenith Vertex Capital@Zenith_Vertex

Ever wonder why your 5G data crawls to a standstill at a packed stadium, airport, or city center? 📱🏟️ It comes down to basic physics. Older, traditional cell towers act like lightbulbs—they blast a single radio wave in all directions. If thousands of people try to use data at once on that same frequency, the signals crash into each other, creating massive network congestion and frustrating slowdowns. Enter $AMPG and the next generation of wireless infrastructure: 64T64R Massive MIMO. 📡✨ Let's demystify what that actually means and why it’s a game-changer for telecom: 🫧 MIMO (Multiple-Input Multiple-Output): A hardware architecture where "Inputs" are the signals received by the system and "Outputs" are the signals transmitted out into the air. 🌪️ The "Massive" Upgrade: AmpliTech’s flagship radio features a massive 64T64R array. This means a single panel houses 64 individual transmitters and 64 individual receivers working simultaneously. 💫 Beamforming Technology: Instead of flooding an entire area blindly like a wasteful lightbulb, a Massive MIMO radio acts like 64 hyper-focused laser pointers. It calculates the exact physical location of your device and targets a dedicated, high-speed beam of data directly to you in real-time. Because it can do this for dozens of users at the exact same time without the signals interfering with one another, it instantly multiplies network capacity, eliminates localized congestion, and massively boosts data speeds. 📈 The Real Catalyst for Investors? AmpliTech is the only American company to have successfully designed and commercialized an open-standard radio at this elite specification level. Historically, this space was monopolized by legacy hardware giants forcing proprietary ecosystems on carriers. Backed by recent elite validation alongside global carriers and tech titans like NVIDIA, AmpliTech's Open-RAN radio unit has officially proven that openness and extreme, high-capacity performance go hand-in-hand. They are quite literally building the premium hardware standard for the future of AI-driven 5G. 🚀🛰️ ⁠#AMPG #5G #MassiveMIMO #OpenRAN #TechInvesting #AI

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