
Nathan Jones
78 posts

Nathan Jones
@delvatheus
Just an average guy bent on doing extraordinary things.



$EULIF // $CRML European Lithium enters binding agreement to value EULIF shares at .035 of a share of CRML upon merger. Current price: CRML - $10.60 EULIF - $.29 Emptied value: EULIF - $.371 🚨 30% implied upside 🚨

Launching a new platform for all the “cockroaches” out there. If you wish to join, hit the link below. Eligibility criteria: • Unemployed • Lazy • Chronically online • Ability to rant professionally forms.gle/7G8arY3NdgukCY…






$TRT ER just dropped May 14 and it’s insane how fast this company is moving. The revenue is not only growing it’s accelerating: Q1: +58%. Q2: +82%. Q3: +124%. AI GPUs and EV chips can’t ship without reliability testing. $TRT runs the burn-in. $7.8M in orders already confirmed. New 104K sqft facility coming online in Malaysia. This is $AEHR in the making. Picks and shovels for the AI and EV silicon buildout. The market is just starting to realize it. Revenue run rate approaching $65M annualized. Balance sheet clean. Debt-to-equity 0.11. This is still early but it’s going fast. Complementary TA from @mkfilko, looks like a break out is bound to happen. I’m long $TRT NFA



Sivers:


All right chat. I need some more ideas on the early $RKLB equivalent for humanoid exposure. 10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA. What’s your best ideas?







I'm still laughing how much Swedish hate their own frontier companies so much. That they write hit pieces every day on $SIVE. This one was entertaining: Local journalists show up to an empty $SIVE administrative building uninvited. Because they can't fathom the CEO is in Silicon Valley or design team is working on US Gov CHIPS act dev in the US. And because there weren't many cars parked outside + CFO wouldn't take questions about secretive hyperscaler deal financials. They wrote a random negative hit piece. By repeating "There are several who make lasers like these and Sivers are far from alone". Several like $LITE, $COHR, $60B+ companies. and reported earlier that "CPO is nothing special, it's been around for years." While GS projects CPO going from $1B -> $91B TAM over the next two years. Even put "Plans" in quotation marks because they didn't think Sivers is supplying lasers to $JBL 1.6T LRO. IMO, $SIVE ends up as a $10B+ company next year, especially if they follow what $LITE / $COHR did with downstream IP integration to capture more of CPO module BOM. Just don't think Swedish people understand hyperscaler supply chains, concept of forward growth, or the fact that employee count doesn't equate to revenue. Transfer of control from local Swedish -> West is always appreciated, as this was a majority owned local retail company before.










