Taimoor Ahmad

@michaelsikand Feb 2026 Shonin approval in Japan validates the platform, clearing a regulatory bar considered more rigorous than the US FDA. As a medical device, DRTS faces a lower clinical hurdle, requiring only proof of safety and performance rather than exhaustive comparative efficacy.

@michaelsikand $DRTS is transitioning from a clinical biotech to a major oncology disruptor.The Moat: Exclusive Alpha DaRT technology, the only platform delivering high-energy alpha radiation deep into solid tumors while sparing healthy tissue.

You can make money buying consensus stocks. But the asymmetric returns happen when you understand an asset better than the market. Of course, this strategy is harder and riskier but here's a few on my radar. 1. $INFQ - I call it the anti-quantum quantum stock because they're guiding for $40M in revenue by commercializing their quantum clocks for defense/space applications while others wait for commercial adoption. Trades at a fraction of its peers on P/S and the post-SPAC lockup doesn't appear to be as apocalyptic as expected per my convos with a few sharp traders. Forthcoming $20B Quantuinuum IPO re-rates sector? 2. $QCOM - Best ARM CPU IP outside of Apple / ex-Intel XEON architect hired now pivoting to building a data center CPU and ASIC. Hyperscaler customer confirmed yesterday. Tailwinds in smartphone and robotics inference chips. Priced like a distressed asset and reorganizing its valuable resources for an AI future. Investor update in June / new details are catalysts. 3. $FLY - 40% of their revenue base is EBITDA-positive missile tracking software not cash burning space projects. Thought of as a space stock but I think better described as a prime contractor on $185B golden dome program. Aims to nearly triple revenues this year. Has launch and lunar economy upside with rockets + lander. 4. $AVEX - Drone stock with a real, established business shipping diverse hardware to the battlefield with $430M in 2025 revenue. Guiding half that in Q1 2026 alone. It trades at a fraction of $ONDS market cap even though it did more revenue in 2025 than $ONDS guides for in 2026, and has much deeper ties in the ISR and U.S. defense ecosystem. IPO overhang and volatility creates uncertainty but doesn't change fundamentals to comps. What about you? Share your ticker and thesis below!

@michaelsikand Q2 focused on pivotal US data. H2 acceleration expected through pilot data readouts in GBM and pancreatic cancer, leading to FDA submission. Currently in high-efficiency R&D phase. Modular, automated manufacturing designed for rapid expansion to 40% margin on commercialization

@michaelsikand Significant clinical milestones every quarter in 2026 make this a high-conviction radiopharmaceutical play.

@michaelsikand Revenue: Q1 record of 342M. Q2 guide of 400M average. H2 acceleration via 5 Tier-1 Cloud providers and AI GPU partnerships. Margins: Operating margins doubled YoY to 18.2% in Q1. Guiding to 21-22 percent in Q2 with a path to 25 percent plus. Valuation: Forward P/S 5.8x.

@michaelsikand $SIMO is pivoting from consumer chips to an AI infrastructure powerhouse.The Moat: Deep integration with all major NAND makers and the MonTitan platform, which is the gold standard for AI data center storage.

@MoodyWriter13 I respect your analysis so much, I cannot put into words. Of different random names being pumped on X, I try to cross check your analysis to validate if I can possibly. Thank you for your work.

If Sivers is as important as presented here, why don’t these companies own stakes in Sivers? That’s unusual for firms like these. It certainly suggests that some skepticism is warranted in this regard. They would recently have had the opportunity to participate in a capital increase. I have a lot of respect for Serenity. But at this point, you have to keep in mind that he holds a large position in Sivers that he can’t easily exit overnight. He’s dependent on the Nasdaq listing happening and being successful, otherwise, he’ll likely be stuck holding those shares. Show me your incentives, and I’ll show you the outcome.

@MarkosAAIG AEHR , hold or sell? Avg is $40 and I think it has a lot of room to run. Still want your views? Thanks.

Back to the old days with $NVTS and $AEHR $MU $PMET. This is a partial snapshot of my portfolio back already in 2024. Not a flex. the point is the opposite. If you'd actually been following the data center buildout, none of the news hitting the timeline today is new. NVIDIA planning 800V DC architecture isn't news. Navitas building GaN and SiC power tech isn't news. These things have been in motion for years. What's happening now is that the NVIDIA 800v DC headline is overblown. And a narrative around it “power chips are the new photonics." It's not fake news. It's exaggerated news. Sentiment got thrown on top of a structural story that was already there. Navitas is a great company. They've been building their tech for a long time. They've also been very clear about their production capacity and what they can actually deliver against their SAM. Keep that in mind. The fundamentals haven't changed in the last two weeks. Only some attention. Again to much imo. Sentiment investing is popular right now. If that's your strategy, fine. But investing always comes back to the same three things: analyze the demand curve, analyze the market structure, analyze company fundamentals. Don't become excess liquidity for someone else's narrative. Investing, for me and for almost all big successful investors, isn't about letting your head go crazy on sentiment. You can ride sentiment to your benefit — that's totally true, I sometimes do it also. But all big successful investors will always tell you: keep looking at company fundamentals. Do your research. If you overlooked Navitas,AEHR or whatever company ask yourself the questions. How long have they actually been doing this? How long have they been building out for 800V DC? What part of the infrastructure is already in place within their capacity? What's the actual output they can deliver for the DCs? Competition? Name it all. Thats the best advice i can give you if you want to succeed long term.

@mvcinvesting AEHR, DRTS, SLS, AMTX

I know everyone is focused on the current macro environment, but… Any interesting sub-$5B market cap stocks worth researching?

@CaesarCapitalz It was not that bad as people are making it. They still done massive revenue, yes they missed but 2026 is full of catalysts. I have not sold a single share will add more as price stabilizes. Earnings call was not that bad actually.

I’m seeing lots of $TE investors getting out of their positions… I honestly can’t blame them.

@omarsuleiman My heart cries.

Instead of playing happy games, they're pretending to carry babies like them to their graves. You've destroyed a generation of children.

@Kaizen_Investor But you had a different view on SOI a few days back.

Done some research this weekend on smaller photonics plays. $SIVE $SOI $IQE $OPTX $HIMX $WOLF $VLN $QRVO My research has honestly worried me a bit here. I read lots of good things about these stocks on X but the financials don't back them up. Those companies are characterized by - stagnating/declining revenues - shrinking gross profit margins - loss making quarters - burning free cash flow I'm not an expert in the photonics supply chain but bottlenecks are often characterized by surging revenues and growing gross profit margins. These are not (yet) to be seen at these companies. A lot of people talk about these stocks because they are so volatile. Investors love putting screenshots of a +20% day on their timeline. I'm not saying you can't invest in these companies but be aware that these are moonshot investments. 1 or 2 of these companies will go to the moon, the rest will fail. If you really want to, allocate a small portion of your portfolio to these stocks. And no, I'm not calling out your favorite photonics investor. If you read their posts closely, they mention that they only allocate small portions to these small-caps.

@MercifulMessage One can only understand if he studied both Quran and Bible. Bible if full of contradictions, man written with multiple versions while Quran is divine, not a single word altered for centuries, millions of people who memorized it word by word, which is a miracle in its own.

I grew up a Christian I saw so much kindness in Christians and loved the way we did fellowship Then I read the Bible fully - and I was shocked I recognized that not only is the Trinity not Biblical, the Bible itself full of contradictions Then I read the Quran - and recognized I had been lied to my whole life by the world I read a book that wasn’t written by any man, but was truly the Speech of God With a belief that actually made sense And Jesus was there, as a great Prophet of God, brother to Muhammad and Moses and more along with His virgin Mother Mary They all worshipped the same God and preached the same message I accepted Islam immediately and I have never known REAL PEACE like I do as a Muslim Praise the LORD

@FinFreedom414 Option B: Saying as a new father (first born 15 months). No money can explain this feeling.

Imagine you had to choose your life at age 40: Option A: Single. No kids. $10M net worth. Travel anywhere. Total freedom. Quiet house. Quiet holidays. Option B: Married. 3 kids. $1M net worth. Drive a Toyota. Chaos every morning. Loud house. Full dinner table. Be honest, which life are you choosing?

@EricLDaugh Go fuck yourself in the face, you pedophile scum.

🚨 EPIC! Iranians are now watching US-Israeli strikes from the rooftops CHEERING as their oppressive regime is obliterated "Whoaaa!!" 😅🔥 They KNOW we don't target civilians so they are safe where they are. They love that Trump is RESCUING them 🇺🇸🇮🇷

@Gubloinvestor Started a position in $AAOI, increased HGRAF, trimmed 6% of my overall ASTS exposure..

Did you buy or sell any stock today?

@EricLDaugh You are a disgusting piece of shit like your president.

🚨 HOLY SMOKES. Look at Tehran, it's getting HAMMERED by the US and IDF President Trump and Pete Hegseth were NOT kidding around! 🔥

@Gubloinvestor In same boat, living in Toronto will be moving to Dubai.

I am seriously considering moving to Capital gain tax free country.. I cant see canada taking heavy portion of my money..

@Gubloinvestor And no drugs, you won’t see people on streets intoxicated. Also, the place is really clean, you won’t find stink in public places (subways, malls)

@TimmyAhm7 crime that doesn’t come out, crime happens all the time by locals but they dont get punished

You should never move to DUBAI No religious freedom No human rights No transparency with crime numbers No equal rights for women Heavy discrimination with non Arabs No fair procedure with court cases Identity theft Worst Air quality Expensive rents Inflated prices War zone Its DESERT

@Gubloinvestor I mean it’s super safe, no robberies , no homicide, you can literally leave your car unlocked and no one dares to touch it. Also, the location means you can literally travel the world with ease, and no taxes. Only downside is weather, no natural attractions, it’s artificial.