$SPSC
stocks pop when a company nobody expected shows a new growth driver out of nowhere. Last year it was all about the memory guys like $MU. Some are looking at companies where AI transforms their niche assets that have been ignored. I think market is starting to price this in
This case is effed up. It appears that Titan Crest and BMI represented to $AMPG that there were no pending disputes related to the IP, even though an arbitration was already underway. It reminds me of the 2024 Bitcoin phishing scam that cost them $3.25M. Worst case: more
I'm not selling $AMPG now, though I could exit entirely or buy even more depending on long overdue research I'll be doing. As laid out in my post, the niche technology/macro-tailwind-driven thesis hasn't been completely broken and recovery isn't impossible if several 'ifs' are
Time to take a peek into $AMPG to see if it’s worth buying when the dust settles. More tourists will be flushed out tomorrow. My cost basis is below $2.5 but it still sucks.
In the Q1 earnings call, the ceo was asked if the margin will be sustainable and he basically said yes
I know nothing about $BAER. At this price, any fundamental turnaround could spark a massive upside torque. On the other hand, I know $PRM a little better. It's easily the safest play on wildfires. 100% monopoly on aerial fire retardants (that iconic red Phos-Chek drop from
I've been reading up on $KN. No one has really covered it on X except for an MLCC angle for AI DC, which is most likely wrong (can't beat the economy of scale by Samsung Electro-Mechanics and Murata). They're a sole-source supplier of RF microwave filters on a number of key
$AKAM selling off despite a very strong AI/CIS quarter is probably about two things: 1/ Timing. The bookings are there, but the revenue isn't yet. Management was pretty clear that CIS won't see meaningful acceleration until Q4. 2/ Near-term margin and cash flow pressure from
$PGY$NNBR$TIC$AAOI$VICR
5 of my top port holdings completed ER. All double-beat. 3 raised guidance, 2 reaffirmed. I'm satisfied with their results. July was quite tough, but August has been outstanding!
Current Top 5 are for my LT holds. Lately I'm trying to find other LT
