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@__Con_ $ASYS

I told you to buy $MU at $460. Now, I think I just found a smaller MCAP stock with even more upside potential. I'll give you guys a hint before I post it (let's see if you guys can guess the ticker): Market Cap: $316–330M TTM Revenue: $79–101M P/S Multiple: 4.0–4.2x AI Exposure: 30–40%+ of key segment (it has real orders/backlog) Debt and Cash: Debt-free, $22–24M cash The stage of the company: A fast grower with a proven inflection Hint, hint: it is not talked about much at all. Like, I haven't heard one person on X talk about it yet. Think $SIVE, but before it hit its 1000% run up. That's this. *Yes, I have positions in both. I have had a position in $MU since I posted it (at $460), and just opened a position in this new stock... It'll be interesting to see what you guys have to say.

Anthropic is handicapped. They do not own the majority of their compute and lack proprietary data. SpaceX/xAi and Google own the most compute and data. That will determine who wins the race and ultimately who is more valuable. LLMs are commoditizing before our eyes. Anthropic may have the best models for now, but that means nothing when they cannot reliably serve them….

Anthropic will be the biggest company in the world one day. Book it.

@CKCapitalxx My stack is $OUST, $AMBA and $VPG.

Humanoid robots are going to be the largest wealth creation event of the next decade. Here is how I am playing it before everyone else figures it out. Most people are waiting for Figure or Boston Dynamics to IPO at $30 to $50 billion. By then the easy money is gone. My play is two stocks that are already in production with real humanoid customers today. $AMBA — The brain. The edge AI inference chip that processes everything the robot sees in real time. On device. In milliseconds. 15 years of software depth baked in. One of the only Western pure play edge AI chips at scale. Already in production with autonomous vehicle and robotics customers globally. $VPG — The senses. Precision force sensors and strain gauges that tell the robot what it is feeling. How hard it is gripping. How much weight it is carrying. Whether it is about to drop something. Already booking orders with four different humanoid developers. CEO confirmed low teens millions in humanoid revenue coming within a few years at $400 to $500 sensor content per robot. A humanoid without $AMBA cannot think. A humanoid without $VPG cannot feel. The wave is coming. I am not waiting for the IPOs. $AMBA $VPG

@aleabitoreddit $IPWR or $AOSL

There’s one very compelling name someone called out. That I ended up taking positions in for power semi exposure. Heavily tied to $NVDA but not directly mentioned like $NVTS. Can anyone guess?

The President’s Big Beautiful Bill, the Iran War, and Republican spending bills will create a $2 trillion budget DEFICIT in 2026. Financing just the new debt costs more than all federal road & bridge projects, and we will be making those new interest payments each year, forever.

@Cindybinmo I’ll be exposing the swamp for 7 more months before you get to unwrap your present from the globalist billionaires.

Oh look. Republicans bending the knee to Democrats. Isn’t that what everyone says Thomas Massie does?

@elikowaz Are you saying it’s antisemitic to report the Republican Jewish Coalition, AIPAC, & Israeli dual citizen Miriam Adelson spent 10’s of millions of dollars in a smear campaign to defeat me? Better check with POTUS who says Miriam probably loves Israel more than the United States.

@MikeHubbs9 @CynicalPublius I like Cynical but the virtue signaling is crazy. AIPAC is literally openly bragging and admitting to persuading this election. Washington will forever be tainted when money is involved. We have the best government money can buy.

@CynicalPublius @Gorable He lost because foreign interests pumped wads of cash into his opponents campaign. Thats the reason, and the problem. And AIPAC open bragged about this.

Massie knew what he was doing. He was trying to build the Groyper/Commie coalition to take the Presidency in '28.

@CynicalPublius Are you telling me the $35 million poured into this race from foreign billionaires had nothing to do with it? LOL I hate to break it to you but even the goons in the admin are getting exposed for lying.

@Gorable KY-04 overwhelmingly supports Trump and MAGA. Massie spent the last year doing everything possible to undermine MAGA. That's why he lost so overwhelmingly. No other reason.

@citrini @BryzonX 👀

Close to a 4x on $BAND now since we highlighted it in our agentic utilities primer I have been trying to stick with bigger companies but sometimes the small ones are just too compelling. $HLIT looking pretty interesting now too on cOS platform (as AI usage moves from occasional chatbot queries to persistent agents, multimodal streaming, home/work inference traffic, edge devices, automated enterprise workflows, etc etc…broadband networks need more upstream capacity, lower latency, better quality-of-service and cheaper network operations).

Thomas Massie introduced legislation to force AIPAC to register as a foreign agent. And AIPAC got rid of him. Sorta proving his point there, huh?

The irony of this response. Sleepwalker Ed stripped his Republican affiliate after Trump won his first term citing he couldn’t be apart of the party if Trump was at the helm. Magically out of no where he reappears and is propped up by billionaires from Israel. What a coincidence I know. It doesn’t even have anything to do with Massie at this point and everything to do with congress seats being for sale. If you do not see an issue with that you are part of the problem. Until money is removed from Washington it will forever be tainted and members will always owe someone something.

Massie can be whatever he wishes to be, and can even be proud of it and be looked up to for it, but only if he’s honest about it. The fact is, he isn’t a Republican. The fact is, he’s actively worked against there Republican Party. The fact is, he benefited from wearing the Republican hat and taking their money and support, while he continued to work against them. The fact is, him, and people just like him in the party, are responsible for the losses we’ve taken over the years, and the soft stances we’ve taken against the democrats. That’s over. Get on board, or get out. And let me be clear, there’s nothing wrong with getting out and identifying as what you actually are. There’s a great deal wrong when the country has been driven into a shit hole by a toxic ideology, and you actively work against the party who is responsible for getting you there. Even 1 time is too many times.

I'm losing lots and lots more followers today because I am glad Thomas "Look at ME!" Massie lost. So I might as well go all in and purge all the freaks from my follower base. There are hundreds of nations and thousands of interest groups that constantly seek to influence American public policy. If the only nation doing that which you are bothered by is Israel, and if the only PAC doing that which you are bothered by is AIPAC, and if you drone on incessantly, endlessly and vigorously about Israel/AIPAC and no OTHER NATION OR PAC, rational, intelligent people know why that is. It's because you are an antisemite. And if you want to say "Oh you are so wrong, I'm bothered by ALL nations and PACs attempting to influence US policy," but literally the only time you ever mention it in your X feed is in the context of Israel, you are an antisemite. Don't like that? Want to unfollow me because I said that? Good. Beat it.

It has nothing to do with Thomas Massie losing, It has everything to do with a foreign government and it's supporters lobbying 30 million to protect its interest of a foreign government. This isnt America first. Im more committed to never vote for an aipac candidate again.

@CynicalPublius Additionally, Trump has done some good things but also some very questionable things or 180s on issues he campaigned on. For someone who was elected to drain the swamp failed miserably here by adding another alligator to it.

I added in a lot of extra information to emphasize how Massie is one of the only principled America first congress members out there. Did you know Massie was Charlie Kirk's favorite congress member for that very reason? Is Charlie an antisemite too for asking the same questions Massie is? You stated: If the only nation doing that which you are bothered by is Israel, and if the only PAC doing that which you are bothered by is AIPAC, and if you drone on incessantly, endlessly and vigorously about Israel/AIPAC and no OTHER NATION OR PAC, rational, intelligent people know why that is. It's because you are an antisemite. And if you want to say "Oh you are so wrong, I'm bothered by ALL nations and PACs attempting to influence US policy," but literally the only time you ever mention it in your X feed is in the context of Israel, you are an antisemite. 1) Is AIPAC a lobbying group? 2) Has Massie attacked and questioned multiple lobbying groups in his 14 years? 3) Did you know 65% of Congress is on AIPAC's payroll and 95% of Congress accepts money from pro Israel groups? 4) Why does a foreign country of 9 million people have such immense influence on our country? 5) If you deny 4, then please go evaluate how a select few billionaires that do not live anywhere near Kentucky just purchased Thomas Massie's seat after they were unable to buy his vote for the last 14 years. 6) If you deny 5, please explain to me the $250 million in Trump's pocket from Miriam Adelson. Another thing to note. Trump and his attack dogs, Pete went out there saying "Massie is not on our team because he doesn't bow down and vote with us all the time". Ironic given Trump's favorite lap dog Lindsey Graham votes with democrats more than Massie. Additionally, why is Trump not attacking republican senators against the Save Act? I have yet to see a good response to that one. The hard truth is it was never about being on the team, that is what they told you to think on Fox news. Massie is principled and won't bend the knee to Trump. They cannot control him, therefore they ousted him. You are probably old enough to know Ron Paul's history. I don't even need to explain that one. Money runs the world.

@pennycheck @crux_capital_ $OUST vs $AMBA ? Additionally what about $IOT on the data/software layer

Everyone's gonna throw out a lot of tickers but what you need to filter out are 1. All the non pure plays 2. All the non picks and shovels plays (Comeptition is fierce) 3. Dont confuse robotics with physical AI 4. Exposure across all of the physical AI vertical not just one or two. 5. Company that is already starting to show that inflection with meaningful and consistent revenue growth 6. Company that has a easily definable technological edge over its competitors. Once you filter through those six requirements I am pretty sure the only one left standing is ouster. If there are other ones that fit all 6 parameters please let me know in the replies

The man who told you last year the CPU AI inflection was coming just told you today what next frontier is. You should probably pay attn