$1,000 follows their calls into $1,199
- Win rate
- 65%
- Streak
- 3closes
- Best call
- No call read in the last 30 days
Track record building
- Peak #19
- 3 ranked closes
- Longest streak 3
Basket now
3 positions · Oct 6- SILC3%
$1,000 follows their calls into $1,199
Sergi@mascarosergiSomeone should tell them that their Accounts Receivable are very bad and mismanaged, and that they are fraudulent. $SLYG Maybe Schneider should hire some well known investors in this platform as advisors. 😝
Sergi@mascarosergiAmazing momentum they are building. The funny part is that the mkt is moving this one as another AI stock on steroids while I think that from the core business alone we get the $150M and $3 EPS in 2-3 years. If AI works we can maybe get the older plan of $250M instead of $150M.
ASB Partners@ASB_Partners$SILC just landed a Design Win worth ~$10M by 2027 — that's ~12% of their current $80M+ revenue base... it's not even AI inference which is just additive on legacy server adapters...trading at 2x NTM rev

Sergi@mascarosergi$SCIA Q2 went out today, another amazing report. Glad for them, great people. - Revenue up 163% YoY, 16% QoQ - Q2 Net Income $1.2M, 0.26 EPS - Q2 net cash $12M+, strong FCF Against $31M market cap ($7 per share): 6.7x P/E and backed by 40% net cash. Haven’t seen this anywhere.
Sergi@mascarosergi$SCIA crazy cheap despite the run up. $33M market cap. $12M net cash. Huge inventories, backlog and customer deposit signaling more activity to come, excellent mgmt and $1M+ quarterly profit. The Question: how long it will sustain? The Risk: customer concentration.
Sergi@mascarosergi$SILC WOW. I knew they would beat, but this is a large beat. Ydy ppl scared selling at $36… Important: guiding profitability in H2, much earlier than I thought. I guess currency had a large impact this Q2. In my opinion the “dream” here is at full speed.
Sergi@mascarosergiAfter that PR, I think it is likely that $SILC FY26 topline will be $90-95M, ahead of the previous guide, with very strong growth rates in Q3 and Q4, probably above 50%. For FY27 it seems we can speculate about $120-135M and a profitable year. Amazing how this one is unfolding
Sergi@mascarosergi$ALAR lesson is that no matter how nice the setup is, even if everything looks perfect, dirty names always end up the same way. Now trading below cash but untouchable. Was extremely lucky to get small hit only.
Sergi@mascarosergi$ALAR with strong unnoticed earnings the last week. Revenue and guide surprised at the upside, but more importantly the Gross Margin uptick due to R&D efficiency and less need for discounts. Cash also improved $25M net cash, $8M run rate EBITDA, less than $65M cap…. Ridiculous