Another IB initiated $TMDX today. At these prices it’s not too late to get in. Yes there could be a dip after Q3 call, but that is unlikely. I wouldn’t want to miss the boat in case it takes off after Q3 call. Long $TMDX

$PPIH subsidiary PermAlert attending one of the big data conferences. They look to be one of the sponsors of the event as well.

Working on my $LGCY write up now, and should be posting it by Sunday. Link in my bio for anyone interested.

My simple thesis for a few stocks I own: 1) $PPIH is seeing massive demand in the MENA region from infrastructure projects like Saudi 2030, and now breaking into the Qatar market. Growing backlog, and new markets like liquid cooling data centers will drive meaningful growth over

Good to see $LGCY above $10 again. Believe $15-20 is well within reach over the next few quarters.

Nice $42M order for $GILT yesterday. $20 stock soon.

Building on our research on the defense sector, we are hosting a virtual conference alongside Maj Soueidan MSmicrocaps and GeoInvesting, LLC., highlighting quality small-caps with exposure to aerospace and defense. Link below. $AUUA.V $BLM.V $BOSC $CMI.V $FTG.TO $IEHC

Starting 5 Virtual Conference #5🎯 Theme: Defense Stocks Partner:Atrium Research ✅Oct. 27-29 ✅Firesides ✅5 daily events ✅10 Cos. +4 investors Kyle Adams MBB Dan Kunze smallcap_thinking ✅1 roundtable: Nicholas Cortellucci, CFA Maj Soueidan msmicrocaps.com/msm-conference…

🚨𝐈𝐬 𝐓𝐡𝐞 𝐀.𝐈. 𝐏𝐚𝐫𝐭𝐲 𝐎𝐯𝐞𝐫?🚨 Are banks about to tank the market? Find out with our 1O,OOO global followers @ 2PM ET on Stock Talk Live! tinyurl.com/MoneyMarkLive THIS WEEK: What are my new buys and top A.I. holdings? Which stocks look best to buy on this pullback?

Very excited to dig into to the 10 companies attending MSmicrocaps next virtual conference with Nicholas Cortellucci, CFA’s team at Atrium Research. Line-Up: 🇺🇸 $VELO $MPTI $BOSC $IEHC 🇨🇦 $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V $HAI.TO MicroCapHound Diego La Torre GeoInvesting, LLC.

$PPIH and $LGCY completely agree on the buying on pullback. I took the opportunity to add some more $PPIH today.

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🚨 Needham upgrades $TMDX to BUY with a $148 price target. They expect. - Q325 to beat estimates based on their transplant data. - New heart & lung trials plus international expansion to be major growth catalysts in 2026. - Margins expansion is the 🍒 on top. - $TMDX to continue

$PPIH now my largest position after the recent run up. Still relatively inexpensive given the record high backlog, new Qatar market, Saudi Aramco, data center, and infrastructure buildouts happening in MENA region.

Starting 5 Virtual Defense Conference ✈️ 🪖 Our partners Maj Soueidan MSmicrocaps have written up some excellent research on the presenting companies, including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V

Our friends at MSmicrocaps have put together some great overviews of the defense stocks presenting at our virtual conference next week. Check them out below.