nanocapper

Not my idea, but one I'm really liking for earnings is $MSGM. Working on an SS post and hoping to share it this weekend, link in the bio (no paywall). Medium-risk play but could be a potential multibagger. The current quarter is shaping up to be a material turning point, as significant revenue tailwinds from the Q4 "Track and Pack" release suggest a potential blowout performance. The December 2025 update, which introduced the Paul Ricard circuit and the innovative "Team Online" feature, has acted as a massive catalyst for both high-margin DLC sales and recurring "RaceControl Pro" subscriptions. Alternative data and web traffic metrics support this narrative, showing a 126% spike in traffic between community hubs and the storefront, while traffic to the "Pro" subscription paywall has soared by 60%. This momentum has carried directly into January 2026, which saw the game hit an all-time peak of 8,740 concurrent players, a 4x increase over the previous year an This suggests to me that the market is missing a surge in deferred revenue and ARPU (Average Revenue Per User) that could make the next earnings report a landmark event for the company's valuation. The company could post revenue numbers close to $3.5M which would represent a significant QoQ growth and a material lift in the bottom line owing to the 80% margins from DLC and RaceControl Pro subscription. Motorsport Games $MSGM is a possible turnaround story with great social traction, where a company has successfully pruned its distractions and is now focusing on its high margin business. Historically, MSGM was a bloated license collector and burdened by expensive, underperforming contracts for NASCAR and IndyCar that drained cash at a rate of $2 million per month. Under the leadership of returning CEO Stephen Hood, the company has cleaned up its act materially and is divesting the NASCAR license and refocusing entirely on its crown jewel: Studio 397 and the Le Mans Ultimate (LMU) platform. The company has shrunk its footprint to a boutique team of 41 people who develop the industry-leading rFactor 2 physics engine, one $FWONK & $DBO.TO $DBOXF use for their F1 Arcades. MSGM has reduced its monthly cash burn to less than $100,000 and I believe will be cash flow positive in Q4 creating a lean foundation for a possible multi-bagger opportunity. The story today is about their pivot towards a technology centric SaaS model via the RaceControl platform. The broader market is incorrectly focused on a perceived slowdown, alternative data and social sentiment analysis from community hubs like Reddit and Discord reveal a thriving, highly engaged ecosystem. MSGM has teased a potential new game, as noted they provide the physics engine for the F1 Arcade, MSGM has established a strategic moat that could realistically lead to a full-scale F1 simulation title in the future. This is currently ignored by Wall Street, yet it provides a free lottery ticket on future high-profile developments. In the near term, the return of the Le Mans Virtual championship serves as a material catalyst, likely driving peak user numbers and lucrative sponsorships that will lift ARPU. Finally, the most significant catalyst is the impending console port for PS5 and Xbox. Management is in late-stage negotiations with a funding partner to foot the entire bill for development, effectively eliminating MSGM’s financial risk while opening the door to a user base 4X larger than the current PC market. With growing deferred revenue and material catalysts in the current quarter, the market’s pessimistic view of MSGM is a textbook mispricing. MSGM offers the rare combination of a "boring" niche business, a proven tech moat, and massive multi-platform growth potential that is currently underfollowed by the institutional crowd.

FWIW, $RCHN shipped ~8.3 tons of computing components to Tenstorrent AI in Nov-Dec 2025.

Not my idea, but one I'm really liking for earnings is $MSGM. Working on an SS post and hoping to share it this weekend, link in the bio (no paywall). Medium-risk play but could be a potential multibagger. The current quarter is shaping up to be a material turning point, as significant revenue tailwinds from the Q4 "Track and Pack" release suggest a potential blowout performance. The December 2025 update, which introduced the Paul Ricard circuit and the innovative "Team Online" feature, has acted as a massive catalyst for both high-margin DLC sales and recurring "RaceControl Pro" subscriptions. Alternative data and web traffic metrics support this narrative, showing a 126% spike in traffic between community hubs and the storefront, while traffic to the "Pro" subscription paywall has soared by 60%. This momentum has carried directly into January 2026, which saw the game hit an all-time peak of 8,740 concurrent players, a 4x increase over the previous year an This suggests to me that the market is missing a surge in deferred revenue and ARPU (Average Revenue Per User) that could make the next earnings report a landmark event for the company's valuation. The company could post revenue numbers close to $3.5M which would represent a significant QoQ growth and a material lift in the bottom line owing to the 80% margins from DLC and RaceControl Pro subscription. Motorsport Games $MSGM is a possible turnaround story with great social traction, where a company has successfully pruned its distractions and is now focusing on its high margin business. Historically, MSGM was a bloated license collector and burdened by expensive, underperforming contracts for NASCAR and IndyCar that drained cash at a rate of $2 million per month. Under the leadership of returning CEO Stephen Hood, the company has cleaned up its act materially and is divesting the NASCAR license and refocusing entirely on its crown jewel: Studio 397 and the Le Mans Ultimate (LMU) platform. The company has shrunk its footprint to a boutique team of 41 people who develop the industry-leading rFactor 2 physics engine, one $FWONK & $DBO.TO $DBOXF use for their F1 Arcades. MSGM has reduced its monthly cash burn to less than $100,000 and I believe will be cash flow positive in Q4 creating a lean foundation for a possible multi-bagger opportunity. The story today is about their pivot towards a technology centric SaaS model via the RaceControl platform. The broader market is incorrectly focused on a perceived slowdown, alternative data and social sentiment analysis from community hubs like Reddit and Discord reveal a thriving, highly engaged ecosystem. MSGM has teased a potential new game, as noted they provide the physics engine for the F1 Arcade, MSGM has established a strategic moat that could realistically lead to a full-scale F1 simulation title in the future. This is currently ignored by Wall Street, yet it provides a free lottery ticket on future high-profile developments. In the near term, the return of the Le Mans Virtual championship serves as a material catalyst, likely driving peak user numbers and lucrative sponsorships that will lift ARPU. Finally, the most significant catalyst is the impending console port for PS5 and Xbox. Management is in late-stage negotiations with a funding partner to foot the entire bill for development, effectively eliminating MSGM’s financial risk while opening the door to a user base 4X larger than the current PC market. With growing deferred revenue and material catalysts in the current quarter, the market’s pessimistic view of MSGM is a textbook mispricing. MSGM offers the rare combination of a "boring" niche business, a proven tech moat, and massive multi-platform growth potential that is currently underfollowed by the institutional crowd.

If I had $100,000 I'd do this: - Read every filing. - Arb odd lot tenders, new releases, liquidations, etc. - Own 2-3 tiny companies trading at ~3x earnings and less than net cash. I bet a smart person could do ~50% CAGR. Issue is it takes all your time. Not investment advice.

Most people have never heard of spark plasma sintering (SPS), but it’s quietly enabling breakthroughs in aerospace, defense, semiconductors, energy, and beyond. I just published an interview with someone who’s been on the front lines of its evolution.