moremroemroe

@LogicalThesis @danreese347 고마워요

@stepover99 @danreese347 Mgmt is rock solid too Name I've followed for years for diff reasons Just based on execution Recent developments are explosive for the biz

Now that many stocks went parabolic People should begin to look for other stocks in the sector for alpha Names that are benefiting from similar tailwinds but have not run as hard Second order names, smaller caps The time is now for the rally to broaden Really it's now or never

@LogicalThesis @danreese347 tssi도 투자중입니다 ㅎㅎ

@danreese347 $TSSI actually

@LogicalThesis @danreese347 인간의 병목 pe자격증 따려면 거의8년 이상이 걸리더라고요 엔지니어링쪽 매출이 급증하고 있고 시총도 적고 roe도 40프로고 좋은 매수라고 생각합니다!

@stepover99 @danreese347 RCMT big time

CLAUDE + INSTAGRAM = DINERO AUTOMÁTICO. Sin cámara. Sin editar. Sin mostrar la cara. Te dejo los 12 prompts exactos que uso para general virales diarios y ganar el máximo dinero posible ⬇️

천재

@thegresearch @JonahLupton srta가 최고지 ㅋㅋ

@JonahLupton What do you think of $SRTA?

Great news from $TMDX this morning… making a strategic investment into a German-based aviation company so they can replicate their US-based NOP network (logistics / procurement) investors.transmedics.com/news-releases/… $TMDX clearly wants to scale in Europe and this move gives them a foundational piece in this strategy.

@BlackScholesMan rcmt ai시대 있어서 인간의 병목 같아 보여요

PSA - Interactive Brokers quietly rolled out access to the Korean market over the last couple days to U.S. investors. To enabled access you go to account settings -> trading permission -> stock edit -> add Korea. Also, the company search functionality isn't working yet. So to get to companies you have to put in the Korean ticker. Example $079550 -> Lig Defense & Aerospace

@pennycheck rcmt를 살펴볼 필요가 있어요

*parody for those who know the pain

@vlmkapital @ThematicTrader 안타깝다 그냥 자기거 투자만 잘 하면 되지 ㅋㅋ

@ThematicTrader Except SHMD has XJ dumping shares + current sales much lower + much less moat + LPKF's guidance lacks LIDE ramp-up

$SHMD and $LPK $LPKFF have basically the same 2026 revenue guide, $SHMD guiding for 12% EBITDA margins vs. negative margins for $LPKFF. $SHMD has a higher order backlog at 49M Euros vs. LPKF. Schmid likely has SpaceX as a customer. Both names should work and deserve to be higher, but make it make sense how Schmid doesn't work from here. Schmid at $340M MC vs. LPK at $524M, even if you assume 20% dilution on Schmid, it's still cheaper than LPK.

@BlackScholesMan 우와

Watch out Korean degens: IBKR approved my Korean access!!! I've been wanting to buy $079550 for so long...

@pennycheck 🫡🫡🫡🫡🫡🫡

finally took the dive deep into the leopold rabbit hole

@pennycheck @BayNewsTy elf에 대해 어떻게 생각하세요 변압기 돌리려면 전기강판이 필수라고 하더라고요

@BayNewsTy all you need is some bottlenecks chokepoints monopolys and slops

If you bagholding Haivision like me here is a fact based super chokepointing bottleneck monopoly slop to raise your spirits.

@pennycheck 저사람 구독을 취소했어

@ThematicTrader bess 에 csiq를 추가해봄은 어때?

Leading Themes To Track: - Power Semis / Power Conversion | $VICR $NVTS $POWI $VECO $AOSL - Power Generation / BESS | $BE $FCEL $EOSE $FLNC - Robotics / Physical AI | $VPG $TER $SYNA $LSCC $TTMI $OUST $CEVA - Optics / Photonics | $LITE $CIEN $TSEM $AEHR $AAOI $GLW $LWLG $VIAV $MRVL - CPUs | $AMD $INTC $ARM $MXL - Memory | $MU $SNDK $STX $WDC - Hybrid Bonding | $BESI $ONTO $KLIC $ADEA $ASYS - Broader AI | $NBIS $CRWV $SHMD $AMKR $DELL $DOCN - Space | $FLY $YSS $ASTS $BKSY $LUNR $RKLB

@topsecretstocks ㅋㅋㅋㅋㅋㅋ 희망

@stepover99 Wow many 🤣

Das nächste $SNDK ist _____?👇

여기 양평에 있는 “더마구”라는 카페인데 레전드인듯.. 내부엔 세계적인 명품 가구들로 채워져 있고, 외부엔 숲길 있어서 산책하기도 좋대 !! (출처 : 인스타 coffeegomi)