Squeeze time? Cc: $CRWV

$FEIM ATH and 50% up from unwarranted post (record) earnings dip. Just shows Mr. Market is crazy and occasionally, if you know the story, you have great opportunities present themselves.

$BTBT basically trading in line or below most crypto / stables names (e.g. $BMNR) as they rip, plus it has a potential IPO tmr > mcap... pretty insane skew if IPO squeezes as I think 9x oversubbed last I saw

$BTBT yeah, I think retail will be on this one... x.com/SamirTabar/sta…

$TGEN - CORRECTION + UPDATE I dug into the Tegus transcript that was flagged to me yesterday which I shared below. It was very exciting as it implied that deals were coming, and my read was that the "completed" data center deal was not the deal already announced in CT, given

$CAVA down 1.6% $SG down 25%… 🧐 Anyone wanna opine?

I think the World Cup, and then the ‘28 Olympics, will actually be quite significant tailwinds for $EVLV (at least from a multiple expansion perspective) as security comes to the fore.

I felt withdrawals, don’t leave us again ToffCap

By my count, 11 of these licenses exist. Interestingly this one is not on the normal part of the SFC website (at least as of Friday) though confirmed it’s on there. For that reason and given the different name, I don’t think many people in AIPAC realize Trend Up is $MFI.

What's the most high-torque way to gain exposure to the idea that the next leg of the AI trade is on-device LLMs and related optimizations? Obviously on-device memory cos (see $MU) but there's probably something better. I like this because it it's not just convenient for the

$CLSK … idk CEO leaves right after this article? Anyone else feel like these are related? Doesn’t scream “buy the dip” to me. coincentral.com/cleanspark-cls…

I enjoyed this article on $AMPG (full disclosure, I am long for many of the same reasons). Just including a photo bc this website wouldn’t let me share link. The headline could probably just be “pre announced quarterly revenues > entirety of last year’s revenues”. Main

Turns out… fast casuals have read through for extremely pricey fast casuals $CAVA $SG

$TGEN not too much to share beyond what's already been said. Within 1 year we've gone from talking about data centers to partnering with Vertiv and securing a pilot. It's easy to forget how different that is from most microcap's execution. However, there was also a frankly

Once again I am asking why $CLSK is not down more on a terrible headline and a CEO resignation... the next day! I am pretty sure this administration cares about collecting tariff revenues! I mean the actual answer is just $BTC has been going up and it has Bitcoin beta but like,