
Daddy Cool 💖
802 posts

Daddy Cool 💖
@daddyklown
,,the person who chases many meme coins, catches none , unless he's an insider ☝️,,



$TRT Trio-Tech International: Navigating the AI and Automotive Semiconductor Inflection Trio-Tech International is a microcap company specializing in semiconductor reliability testing and industrial electronics. The text details a significant strategic shift as the firm moves from cyclical legacy business toward high-growth sectors like lAI compute chips, electric vehicles, and automotive semiconductors. While recent data shows a massive revenue inflection driven by new contracts, the reports highlight a concerning **compression in gross margins** and a lack of corresponding earnings growth. Evaluated through financial and leadership lenses, the company is noted for its **strong balance sheet** and deep industry experience, contrasted against risks involving **customer concentration** and a long-tenured, founder-led management structure. Ultimately, the documents present a balanced view of a business with high **structural optionality** that has yet to prove it can translate increased sales into sustainable **shareholder value**.


$NOW: "We are AI. We are AI. We are AI." $PLTR: "We deliver."









$AEHR just announced an ATM offering of $60m, which represents around a 3-4% dilution. Aehr Test Systems had been using an ATM selectively to sell shares, largely helping to fund the acquisition last year and R&D. The company guided to return to profitability next quarter. They probably didn't absolutely have to have it, but I like giving them flexibility here. The stock is, unsurprisingly, down 4% after hours.










$AEHR looks like it wants to test $100. I keep expecting a pullback, but the stock keeps surprising me.











I maintain my $2,000/share intrinsic value target for $HIMS by the year 2030 This is a wealth creation event of civilization magnitude Healthcare is the single most important thing for human kind and $Hims is set to change it forever





