TheGodF🅰therKnows (@smantel) 's Twitter Profile
TheGodF🅰therKnows

@smantel

CFA. Ex-sell side analyst. Fundam. research focus. Do more of what is working, less of what isn’t. See what others don’t. linktr.ee/TheGodFatherKn…

ID: 36979482

calendar_today01-05-2009 16:26:18

11,11K Tweet

12,12K Followers

1,1K Following

TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

$AIP $12.95 Float 28.6M Short 1.7M = 6% SI This is a🎁under $13. Given the cadence of new licensing deal announcements since last quarter their earnings after the close tomorrow should contain some pretty bullish commentary about both top and bottom line growth. Anyone

$AIP $12.95 Float 28.6M Short 1.7M = 6% SI

This is a🎁under $13. 

Given the cadence of new licensing deal announcements since last quarter their earnings after the close tomorrow should contain some pretty bullish commentary about both top and bottom line growth.

Anyone
TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

JOIN ME AND THIS SHARP PANEL AS WE CHAT ALL THINGS CAPITAL MARKETS AND DROP SOME SERIOUS SMALL CAP ALPHA. NOT TO BE MISSED. ON NOW! x.com/i/spaces/1OdKr…

TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

Join myself and this sharp panel as we chat all things capital markets and provide some prescient thoughts about the road ahead for these markets. Starts now! x.com/i/spaces/1kvJp…

StoryTr🅰️ding⚡️📈 (@storytrading) 's Twitter Profile Photo

One of today’s top picks inside our community was $AIP thanks to the DD from our analyst TheGodF🅰therKnows Since the open, $AIP is up +6.91% Alpha delivered once again 💥

One of today’s top picks inside our community was $AIP thanks to the DD from our analyst <a href="/smantel/">TheGodF🅰therKnows</a> 
Since the open, $AIP is up +6.91%
Alpha delivered once again 💥
TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

$AIP $14.41 Float 28.6M Short 1.7M = 6% SI ABSOLUTELY STELLAR QTRLY REPORT SHOWS INFLECTIONS IN BOTH IP ADOPTION & LONG-TAIL ROYALTY REVENUES KEY TRENDS HIGHER IP ADOPTION: ⭐increasing chip complexity ⭐adoption of multi-die & advanced foundry nodes ⭐expanded specialized

TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

$KODK $7.67 Float 51.6M Short 7M =13.5% Absolute 🐐call & conviction from our chief Story Trader in the face of any ugly looking market backdrop! From 4 pillar analysis - Catalyst✅, Technicals ✅, Fundamentals✅ , Momentum✅... ... right through to trade guidance every step

$KODK $7.67 Float 51.6M Short 7M =13.5%

Absolute 🐐call &amp; conviction from our chief Story Trader in the face of any ugly looking market backdrop!

From 4 pillar analysis - Catalyst✅, Technicals ✅, Fundamentals✅ , Momentum✅...

... right through to trade guidance every step
TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

$AMPX $12.08 AMPX.WS $4.94 Float 106M Short 17M = 16% SI 10 SUPER BULLISH NUGGETS FROM THE AMPX Q2 CONF. CALL FOR THOSE WHO LISTENED CAREFULLY: 1. Inflecting to OCF & adj. EBITDA break even faster than they predicted driven by solid pricing and product mix.

$AMPX $12.08 AMPX.WS $4.94 Float 106M Short 17M = 16% SI

10 SUPER BULLISH NUGGETS FROM THE AMPX Q2 CONF. CALL FOR THOSE WHO LISTENED CAREFULLY:

1. Inflecting to OCF &amp; adj. EBITDA break even faster than they predicted driven by solid pricing and product mix.
TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

$AMPX $12.08 AMPX.WS $4.94 Float 106M Short 17M = 16% SI 10 SUPER BULLISH NUGGETS FROM THE AMPX Q2 CONF. CALL FOR THOSE WHO LISTENED CAREFULLY: 1. Inflecting to OCF & adj. EBITDA break even faster than they predicted driven by solid pricing and product mix.

$AMPX $12.08 AMPX.WS $4.94 Float 106M Short 17M = 16% SI

10 SUPER BULLISH NUGGETS FROM THE AMPX Q2 CONF. CALL FOR THOSE WHO LISTENED CAREFULLY:
1. Inflecting to OCF &amp; adj. EBITDA break even faster than they predicted driven by solid pricing and product mix.
StoryTr🅰️ding⚡️📈 (@storytrading) 's Twitter Profile Photo

$LDI is next to pop after $OPEN — and the market hasn’t caught on yet. Trump just reignited the housing trade with his 50-year mortgage plan. $OPEN ripped +21% today… but that’s just the appetizer. 💥 $LDI is the pure mortgage engine — not a home flipper. 💥 10x smaller market

TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

$AIP $15.42 Float 29.3M Short 1.7M = 5.8% SI NEW HIGH OF DAY... MISSED THIS EARLIER: $BZAI [LEADING #AI EDGE COMPUTE NAME] Deploys Arteris #NoC IP to Power Scalable, Energy-Efficient #EdgeAI Solutions With Arteris’ technology, Blaize accelerates efficient #AI data movement,

$AIP $15.42 Float 29.3M Short 1.7M = 5.8% SI

NEW HIGH OF DAY... MISSED THIS EARLIER: 

$BZAI [LEADING #AI EDGE COMPUTE NAME]
Deploys Arteris #NoC IP to Power Scalable, Energy-Efficient #EdgeAI Solutions  With Arteris’ technology, Blaize accelerates efficient #AI data movement,
TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

$AIP - Key themes are on $AMD are: ⭐Increased complexity of chip design ⭐Power efficiency ⭐Chiplet design - WITH INTERCONNECTS $AIP's IP portfolio licensed by $AMD is key to addressing these themes.

$AIP - Key themes are on $AMD are:

⭐Increased complexity of chip design
⭐Power efficiency
⭐Chiplet design - WITH INTERCONNECTS

$AIP's IP portfolio licensed by $AMD is key to addressing these themes.
TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

Join myself and this informed panel as we chat all things capital markets in today's power hour. On now! x.com/i/spaces/1MYGN…

TheGodF🅰therKnows (@smantel) 's Twitter Profile Photo

The 🐐delivers again! No wonder the official StoryTrading account is up ~ 600% this year & several new millionaires have been minted in our community! See links in the bios to nab discounts. Downright silly🤡 not be here for the return on investment!💵