Rightsized CapStack Capital

Officially sold all my $VRT. 730%+ gain realized in my ROTH IRA. Time to find the next man up! Ideas?

I promise you, you are not long enough A&D, especially the missile supply chain. $IEHC $CVU $MPTI $NNBR $BOSC $CR $PKE $FEIM $KRMN $ELTK $DCO $LMT $RTX $KTOS open.spotify.com/episode/4g4Cfm…

Alabama basketball is trembling at this

Michigan alum Jalen Rose trolls Ohio State after getting knocked out by TCU. "It's only right that they're the second best basketball program in their own state. Why don't we just call Miami THE Miami University?"

It's official. MIAMI (OH) IS OHIO'S BASKETBALL SCHOOL 😤

Walking into work to send one email and watch five hours of college basketball

@vlmkapital Could also be a subcon for $VRT

$NNBR No customer disclosed in the press release but there are three interesting data points: 1. Liquid-cooled 2. "industry-leading chip" 3. "AI reasoning racks" These would be hinting towards the NVIDIA GB200 NVL72/Blackwell, so two very plausible candidates are $SMCI and $HPE

$SPCB announced a large, $17mm electronic monitoring contract win in Sweden this morning. Mgmt continues to expand its international footprint. finance.yahoo.com/sectors/techno…

@MinerUSb I’m becoming more convinced the pref will be taken out in an M&A deal. Will prolly dilute a decent amount. But would be a net positive

@CapstackCapital Low floater, this has some real potential. 💯

Huge PR from $NNBR announcing it has won multiple awards for liquid cooling equipment for data centers. investors.nninc.com/news-releases/…

@SingularityRes It’s a ShitCo. In the grand scheme of things, it’s a ShitCo. It’s not what anyone would consider a “high quality” business.

@CapstackCapital It was not at $5-$10 when I tweeted this I thought rerating will happen after the deal. But it happen before If fast takeoff happens in AI in 2027, it is still cheap. Else, it’s a shitco

@33356xxx Thank you! its a reallyyyyyyyyy interesting situation. $SHIM is also another one. I like Rx situations that i have confidence in.

@CapstackCapital Interesting find

@uclatheden The weather is improving here!

Philly sounds like a fantastic Spring Break destination!

@vlmkapital Really nice $NNBR announcement AH today. The transition to electrical grid / data centers & A&D is real. Eventually it will catch on with investors. Though the pref situation remains a significant overhang.

$NNBR At a sub-60M market cap lol

@33356xxx $NNBR shift to A&D and data centers / electrical grid is real. Doing a great job de-emphasizing auto market

@33356xxx it is improving. The operational turnaround has been executing well. As margins continue to rise, which are expected to expand pretty meaningfully this year, CF gen will continue improving.

@CapstackCapital How leaky is the cash flow situation?

@33356xxx Well their slogan is "Never Fail, Never Leak" lol. But in all seriousness, as for awards sizes, they generally do not.

@CapstackCapital Do these guys leak tho?

It does not say, but there are multiple and they are multi-year. This is in addition to the Company announcing they had one their 1st Data Center deal when they announced Q4'25 earnings earlier this month. Based on the PR, it puts them in the $70-80mm of new deals they expect to win this year.

@CapstackCapital How much did they win? It doesn’t say

@vlmkapital utter BS