Rightsized CapStack Capital

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

Most people look at defense tech company by company. Lindahl Capital thins better lens is architectural. Modern warfare runs on a stack: seven layers, each one depends on the one below it: 01 Capital & Policy 02 Command & AI 03 Software Layer 04 Autonomy 05 Hardware 06 Sensors & Optics 07 Materials Value doesn't sit evenly across that stack. It's shifting toward the layers that coordinate, integrate, and remove friction. The winners are not necessarily the ones with the best product. They are the ones who understand how the whole architecture fits together. On the one pager below you will see the breakdown and list of interesting companies.

It's GameDay. @UCLAMBB #ucla #bruins 🐻🐻🐻🐻 4's up

@vlmkapital I’ll message you later with more of my thoughts

@CapstackCapital True, which is why a sharp correction at some point isn't unreasonable. But the fact that people are actually paying attention to the transformation now is the first big step

$NNBR It was only a question of time. Maybe this is the start of *the* re-rate?

$NNBR up 24% premarket 🚀 🔹 Big move after NN dropped a fresh business update highlighting growth in data center, AI reasoning, and cloud computing markets 🔹 Company said it secured multiple new awards with a leading global AI infrastructure customer, putting NN directly into the liquid-cooled AI rack buildout story 🔹 Management also tied these wins to its 2026 goal of landing $70M to $80M of accretive new business, which is a strong forward-growth signal 👀 🔹 Last earnings also showed the turnaround is still alive, with management calling for a fourth straight year of improvement and a return to organic net sales growth in 2026 🔹 NN makes high-precision industrial components and assemblies, and now it’s pushing harder into higher-growth markets like AI data centers, medical, defense, and electronics 🔹 Roughly 50M shares outstanding gives this enough size to trade, but still enough torque for a sharp momentum move if volume stays heavy ⚡ $NNBR could have a lot more room if traders keep leaning into the AI infrastructure angle Not a recommendation. Trade at your own risk.

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