Everyone is looking at the
Canada-USA trade war and seeing losers.
I’m looking at $MDA and seeing the most obvious winner nobody is talking about.
This is the worst Canada USA relationship in a generation.
And it’s one of the most bullish things that could have happened for
Why aren’t more eyes on $MDA?
This is the company that built Canadarm.
The robotic arm that’s been on the International Space Station since 2001.
That serviced Hubble.
That astronauts have depended on for 25 years of spacewalks. this is a resume of a company that has been
$TRT is a very exciting boring company.
Burn in boards carry 25-30% gross margins, materially higher than traditional semiconductor testing.
Right now their overall margins got compressed because volume exploded faster than cost structure adjusted.
Once margins recover above
There is a massive valuation anomaly playing out right now in AI semiconductor testing.
The market has assigned two completely different reality standards to $AEHR vs. $TRT.
Math:
$AEHR: Valued at ~$4B market cap. They generated ~$50M in TTM revenue and roughly $18.8M in their
The market is completely mispricing $FOUR right now because Wall Street only knows how to trade 90 day earnings beats.
Everyone’s hyper focused on the short term noise:
The recent guidance tweak due to FX and Middle East travel hits, or the $1B Term Loan B leverage fears. But
$RDDT VS Anthropic just got a lot more interesting…
On July 20, 2026 a federal judge approved Anthropic’s $1.5 billion copyright settlement with authors.
The largest copyright settlement in American legal history.
Anthropic, just paid $1.5 billion to a group of writers
