Ren

So I made a thing… I created a subscription here on Twitter to share quick takes. Going forward I’ll be sharing both my initial tarde ideas, random thoughts, portfolio updates with my subscribers first. I’ll share mostly the same on the main timeline the next day. If you have been following me, it’s easy enough to know if this is for you. I’m all in into the AI Infra buildout, so if any of this names resonate. This might be for you CPU $ARM $INTC $AMD Memory HBM $MU SK Hynix NAND $SNDK Kioxia Photonics Transceivers $AAOI Shunsin MSSCORP CW Lasers / ELS $SIVE $LITE Burn-in / Test $AEHR $TRT InP Substrates $AXTI InP Epi $IQE Metrology $M7U SiPh Foundry / Materials $SOI $TSEM FAU $FOCI $TTMI ABF / PCB Unimicron Power Semis SiC / GaN $NVTS $AOSL NeoClouds $NBIS $DGXX Glass Core Substrates $LPKF $GLW Let’s keep winning ⚡️

@guavaforg You can trade it, i made a comment under the SMOL post on how to.

@Ren_aramb wonder why is my ibkr not showing any data for $smol. unable to be traded weird

I'm a mf lucky Pikachu ⚡️… 25,000 followers in 2 months, and now 300 subs in 3 days. Being on FinX has been a life-changing decision for me. I learned to go from 60% YTD alone last year to 480% YTD on FinX this year. That is not something that comes from a single stock. It's a process. I have 2 +1000%, 10 +100% stocks in my portfolio. Learning to trade, to follow the right people when to sell, when to hold and believing in what I think will be the future, has made all the difference. But overall I learn the most from you guys sharing so much valuable information in my DMs. I now have a sub where I can vent my personal thought process. Which is usually erratic AF (because ADHD). Today that meant 6 different posts over 2 hours, from a nice push from a follower into the right mindset and a new long $SMOL was born (I'm up 25% already, gotta love the Swedes). I’m going to keep paying it forward as much as I can. Let’s keep winning together⚡️🫶🏻

@redcrow1234 Crow!! You are one of my real ones. Thank you for all your support, welcome to the sub!

@Ren_aramb I started following you when you were still a baby Pikachu. Now you’re getting big.

@labubu_trader I'm all about momentum, because I love to make the most of my money. That also makes me move too much and I sometimes miss out on being patient. So hard to balance...

I was in VSH in Jan/Feb to play the MLCC shortage, but there was not much movement. All MLCC names globally actually started to surge in late April/early May. A great lesson to me is that entering too early before the market moves won’t give much profit. Patiently monitoring and waiting for momentum in these names would be most capital efficient.

Told ya ⚡️ hope you got some on pre market and made a quick buck. (I’m hope I’m making your subs moneys worth) 🫰🏼

@buzzberg_ai I love helping the little guy, because in my mind I’m always the little guy.

@Ren_aramb thanks for the shoutout 🙏 means a lot

So this is a fun little thing, a stock tracker from @buzzberg_ai According to this I’m 4th out of 991 people being tracked for my longs. I’m getting mogged by a monkey no less. Let’s see if I can step it up. Here is the website if you want to check it out, nice interface. buzzberg.ai/speakers

@EpsteinuCom Dm me

@Ren_aramb Also check out HEMPLY BALANCE it’s at 500K$

I’m long $SMOL -- this is the one of the most asymmetrical set ups I’ve seen in a while. I’ve been trying to buy it for the past month and it run up 300% without me. Swedish pre-revenue 18 employees. Pre-revenue. ~$400 MCap. nano company. Here's an idea of this crazy company. Chips can't get faster without better power delivery, and traditional capacitors are physically too thick to keep up. Smoltek grows carbon nanofibers directly on silicon to make capacitors thinner than a human hair. The tech that Qualcomm, Apple, and Intel desperately need for next-gen AI chips. But they can't mass produce these on their own. 98 patents protecting the integration of ultra-thin, high-density CNF-MIM capacitors in advanced semiconductor packaging. These go directly on interposers, reducing inductance and bringing them closer to processors and power rails. Possible partners: Yageo 32B MC from Taiwan 🇹🇼 is the world's #2 passive component maker. They walked away from a deal in 2024 citing budget reasons. But they never walked away from the technology. They are still testing Smoltek's components in their own labs. The CEO just presented at a Yageo-organized AI Summit in Taipei alongside multiple industry heavyweights. NDAs signed with several big players. You don't get invited to that stage if the product is dead. Insiders just loaded up on expensive bridge debt due end of 2026. Who in their right mind does that unless something is coming. Right? Then there is the iridium angle: The same nanofiber platform powers Smoltek Hydrogen. Green hydrogen via PEM electrolysis hits a hard ceiling because of iridium -- only 7-9 tonnes mined globally per year. You can't mine more. Smoltek's carbon nanofibers create a massive 3D surface area on the electrode, cutting iridium loading by 95% at the same performance. Their electrode could cost one-sixth of competing products at scale. Serious partners already in place: AGC Japan for manufacturing scale-up, Heraeus Precious Metals for pushing iridium loading even lower. Electrolyzer factories are being built across Europe and the US right now. Smoltek wants to be designed into the next generation in two megatrends none the less. The semiconductor capacitor story alone gets you to a 1-1.5 billion SEK market cap on a license deal -- that's 5.5-8 SEK per share from here. The hydrogen arm is essentially free on top of that. This is a binary event a 0 or x100 no in between. So treat with extreme caution. Pre-revenue. Binary. Spotlight-listed. Long patience required. This is really out there. Out of all my positions this one is furthest from commercialization. So I added a small position.Size accordingly. NFA. You can find it on IBKR as GY9 on the German exchange. I’m long $SMOL 🇸🇪

@EpsteinuCom Yeah I put a comment about that

@Ren_aramb It’s actually 40M$ nott 400M$

Yo! I always try to look for new angles when investing. @Gubloinvestor has been my reference for great small and mid-cap picks. He called $VLN at its 52-week bottom, and it's already up 165% in just 2 months. He definitely knows his way around small cap. Worth following him for small hidden gems. That are x100 if you can hold for a long time.

@ichiro1992 Dm me my friend.

@Ren_aramb No worries. Hop on the space and quantum bandwagon now like I am while it's rerating hard. I'm buying a lot. Quantinuum's IPO is June 4, and a new data center energy company called INNIO is also IPO on that day. Buying both instantly.

$NVTS I’m almost 150% up in this position in less than a month. But it’s not just $NVTS. I was telling my subs yesterday that today every power semi under the sun would be moving up. You can make smart money even if you don’t pick the “best” stock when a whole sector is ripping. $NVTS -- Next-generation GaN/SiC power semis for AI data centers $AOSL -- AI and EV power semis, broad end-market exposure $POWI -- Efficient AC-DC power conversion semis $WOLF -- Silicon carbide wafers and power devices for EV/industrial $VICR -- Ultra-high-density power modules for AI servers $VSH -- Discrete MOSFETs, SiC modules, and passive components for auto/industrial/defense Bullish Power Semis Bullish $NVTS

@ichiro1992 146% you are always mogging me <3

@Ren_aramb Nice. How is your unrealized gain looking for it? I bought a long while back and didn't pay it much attention. Up +233% as of last session.

@singhsurya1012 Disclosed this with my subs.

@Ren_aramb How many companies do you actually hold. Since everything is moving up how do you balance to pick which ones to invest.

@hoopsandhodl For SIVE you can buy market data for 2$

@Ren_aramb Thanks. Is that what you do for sive also? I made a fidelity just for sive bc i didnt trust the 'no market data' interface

@cherryPayment Same here!!

@Ren_aramb 5x 我能看

$TRT - TRT just got a lot more attention over the weekend, I am loading up. First, look at who is showing up in the filings. 26 hedge funds and institutions now hold positions as of Q1 2026, with 13 opening brand new positions -- a 550% jump in new money. Marshall Wace, Citadel Advisors, Renaissance Technologies, and Vanguard are all on the buyer list. When this many sophisticated funds open positions in a $140M micro cap at the same time, someone is usually positioning ahead of orders the rest of the market has not priced in yet. Now the business. Trio-Tech International is a semiconductor reliability testing and burn-in company. Singapore-based, back-end focused, 65 years operating through cycles. AI GPUs and EV chips cannot ship without rigorous reliability screening. $TRT runs the burn-in in Southeast Asia and sits exactly at that bottleneck. The numbers from the latest ER are accelerating, not just growing: Q1: +58% YoY. Q2: +82%. Q3: +124%. What caught my attention specifically: a $5.3M burn-in board order for a next-gen AI GPU platform shipping over the next 2-3 quarters, a $2.5M automotive IDM burn-in ramp through 2026, and $7.8M in confirmed orders total. Revenue run rate approaching $65M annualized. New 104K sqft facility coming online in Malaysia. Balance sheet clean -- $16.5M cash, $1M debt, debt-to-equity 0.11 on a $72M market cap. DSO dropped from 106 to 70 days during the ramp. The honest risk: gross margins compressed hard, 27% to 14% in SBS. Incremental revenue is lower-margin final testing work, so the earnings inflection has not matched the revenue inflection yet. One metric I am watching closely: SBS gross margin recovery toward 20%+. That single number determines whether this re-rates further or stalls. 237% in a year. Still early if margins follow revenue. When institutions load up, I listen. Do you? Bullish $TRT.