travelsofalan

Poetins pantserbakken

Next year… I’m expecting there to be many articles about FAU + component bottlenecks. Especially as the new CPO architecture led by $NVDA + $TSM starts to scale. Then a lot of these names like FOCI (~$2.8B MC) or Nextronics (~$246M MC) that I’m mentioning today will be in the center of it. Despite many of these “commodity” labels… (just look at transformers/NAND) And I’ll do a “Did you listen anon post” like $AXTI. We’ll see if this is right.

무니님, $GCTS의 가능성을 재점검해 주셔서 감사합니다. 저도 짧지 않은 기간 지켜봤고, 지금이 밸류에이션에 가장 극적인 변화가 시작될 초입이라는 생각에 아티클을 썼습니다. 관련 분야 기술 전문가이시니 앞으로 함께 짚어갈 기회가 생기면 좋겠습니다. 저는 지금 밸류가 여전히 크게 할인된 상태라고 봅니다. 😉

Dividends landing for this month from @IncomeShares Total = £362.14 All of which will be reinvested. Breakdown in replies.

AA-93: Cadillac DTS Limousine. 🇺🇸 Amerikaanse pantserbak uit de vloot van de Vakantiekoning, gestald in de garage van het Staldepartement van DKH (Dienst van het Koninklijk Huis). Voor staatsbezoeken en officiële bezoeken ✅ Verlengd ✅ Verhoogd ✅ Gepantserd #pantserbakken

@Kaizen_Investor its bank holiday here in the uk on monday so stock market is not going to be open

$FTC (Filtronic) +30% yesterday on the news that FCC voted to increase the capacity of high-speed satellite broadband by 7x. The news came after the London exchange closed, so I expect Filtronic to gap up on Monday. Filtronic’s core business is designing and manufacturing the advanced E-band transceivers and solid-state power amplifiers that allow satellite networks—specifically Starlink—to communicate with the ground at ultra-high speeds. The market immediately interpreted this regulatory move as a massive green light for Filtronic's order book. Filtronic still massively undervalued if you ask me.

April was probably my best month ever with a return of 48.49%. Raised some cash this month with the sales of $POET, $HOOD and $CROWD. The only buy I made this month is $FTC. Would love to add a bit to my filtronic position as it is only 4.5% of my portfolio at the moment. Want to make them one of my core holdings but waiting for a better moment to buy. I'm currently up 30% on the stock in 2 weeks. 45% of my holdings report next week, will make a more detailed tweet about that, but I will be mainly looking at $TMDX and $FLNC. Those are my worst performers and are now sitting beneath 3% allocation. Earnings will decide if I'll let them go or buy some extra. At the moment I'm looking at some companies to add but I also want to move to a more concentrated portfolio of 12 stocks. So, will probably do some more trading this month. I'm always transparent and you can follow all the moves I make on my page.

@pdoocy The White House used to look beautiful now it’s just tacky and the decor is good for vegas

Would have worn nicer shoes if I knew this was going to happen today: just became the 1st person (before President Trump, I am told by a WH aide) to walk on the new black granite outside the Oval Office since construction finally wrapped. Did my best not to scuff it up

@WarMonitors Everyone moaning but in America he would have been shot 50 times just for looking at them. They were very restrained

⚡️ London police say stabbing of 2 Jewish men has been declared a terrorist incident

@LordClintonian @BullTheoryio it is £3 so 4$

@BullTheoryio $200? A pop, Are u kidding me?

This is what a single partnership with SpaceX does to a company. Filtronic $FTC is a tiny UK company that makes a specific part SpaceX needs for Starlink. Before the deal in April 2024, nobody knew who they were. The stock was trading at $0.08. The whole company was worth less than $15 million. Then SpaceX signed them up. First order was $19.7 million.,Then another $20.9 million. Then a massive $62.5 million order. Total orders now over $150 million locked in for 5 years. SpaceX also took warrants for up to 10% of the company at $0.43 per share. The stock is now at $3.80. Why does SpaceX need them? Filtronic makes the amplifiers that go inside Starlink ground stations. Without these parts Starlink cannot add millions of new customers. Their new technology is twice as powerful as the previous version. The stock went from $0.08 to $3.80 in two years turning the company from a $15 million micro cap into a $620 million company. That is a 2800% return driven entirely by one customer and one product.

this guy has found the key to SpaceX. a small-cap british company. without them, there’s nothing. no spaceX. no starlink. nothing. valued at just $800 million. he’s laid the entire thesis out for free. read it before others beat you to it. don’t be late.

@edeldotfinance @CantonNetwork Your site dos not even work just sign in error

$EDEL airdrop checker is live. → airdrop.edel.finance Check your wallet. The airdrop is the invite. @CantonNetwork is where things get interesting.

100% not getting into $sive even if it does well the amount it is being shilled on x feels very dangerous

Glad to hear it! I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD? 1. $AXTI 2. $AAOI 3. $SIVEF 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB Not including others like $TSEM that are about to hit triple digit returns too in a month. The amount of hate people like myself get for posting free ideas over the internet is pretty insane TBH. Starting to make sense why people just set up $20,000 paywalls and sell info to Western institutions instead of helping out salty retail investors (especially over in Europe). But helps me keep motivated to keep posting with these positive comments.

$NUAI Northland just initiated coverage with an $11 price target. "Overall, we believe NUAI offers a compelling investment opportunity into an undervalued, de-risked, and "early stage" AI infrastructure provider."

@edeldotfinance You people are a joke get people to spend money on your testnet with edel tokens and fees. Then cancel 4 ama about the rewards

Victoria was supposed to be decorative. Instead she became dangerous.

@EricLDaugh @TheCollected_ Americans are so stupid what is the point in even explaining nato is a defensive organisation. It is not there to support countries going to war with no legal basis

@TheCollected_ I don't even know what NATO does. At this point we should dictate our relations on a per-nation basis. At a MINIMUM, kick out Spain.

🚨 NATO IS USELESS! Look what they're making us do. We can't even fly where we want anymore. LEAVE NATO, they're spoiled leeches!

@clashreport all this proves is the rest of the world does not get involved in illegal wars on behalf of Israel

Trump: South Korea didn’t help us. Australia didn’t help us. Japan didn’t help us. We’ve got 50,000 soldiers in Japan, 45,000 in South Korea, to protect them from Kim Jong Un, whom I get along very well with.

@AriFleischer What trump fails to understand is unlike America we have checks in place. Our leaders cannot randomly attack people actions need to be approved by parliament. also unlike America we follow international law

When this is over, the western part of NATO will never be the same. Spain, England, France and Italy have sold us out, as they too often have a history of doing. Eastern European nations are the heart of NATO. They spend money on defense, know how to fight and love the US. France particularly deserves fault and blame. From supporting China and Russia at the UN to denying Americans overflight rights, they’re doing what they’ve always done - showing weakness, while cutting deals with terrorists. (The reason the US has a Marine Corps and Navy is unlike France, we refused to pay a ransom to the Barbary Pirates. France is always happy to cut a deal.) Wars have unintended consequences as nations show their true colors. NATO will never be the same, and Western European weakness and acquiescence is the cause.

@thesiriusreport No shortage in the south. the only way currently there will be a shortage is if the media whip up a panic and everyone buys extra

Hearing of many reports of fuel shortages in the UK. Please can you add to this post if that is the case in your neck of the woods. Many thanks.