Mike on X
@DeepSailCapital $RDCM is interesting.
Search
Find coverage by company
Every article we have published, filed by the company it is actually about.
914 articles filed by company
Mike on X
They were! $WULF signed deal with Anthropic today https://t.co/82fVRUxJtN
Mike on X
Good results recently for $MEI https://t.co/pw7Uhce7ZB
Mike on X
$META probably can serve more tactical ads if you know exactly what each user is willing to put money on (aka is paying attention to) in the moment! https://t.co/9DnpLAIS4i
Psyop Capital on X
Is contextlogic interesting/worth digging into? $LOGC. I really like the Salt acquisition but seems like they paid a rich multiple for it. Fear this will end up in the graveyard of mini-Berkshires over time
Psyop Capital on X
If it gets to mid to low 20s copart $Cprt seems like a good bet. Insurance mkt will harden and yes they have competition but duopolistic markets are still attractive and at 3-3.5x sales I think you’re good
Mike on X
TeraWulf could secure a data-center tenant by late June as Anthropic pursues leases, raising the prospect of AI infrastructure upside.
Mike on X
KVH Industries' NASA ETF inclusion has driven its runup and decline, obscuring the company's underlying business momentum.
Psyop Capital on X
What’s the $BR mega bear case?
Psyop Capital on X
$UTGN looked promising as an illiquid deep value sit with buybacks at way below IV, but this relatively recent option grant struck below NAV seems like a thesis killer. Anybody know the name well?
Mike on X
$HPE let's fucking go. https://t.co/OjNXeIX0yM
Mike on X
@Minnvestor $NVT you'd think would be up more today. Also w/ TPUs and Project Deschutes what w/ Anthropic S-1 and rev growth. Do you think just overlooked?
Mike on X
Is there a specific reason for recent weakness in names like $LITE? Everything I see out recently e.g. the Rosenblatt note seems strongly bullish. Maybe just momentum capital flowing elsewhere? (Which would make this dip attractive potentially)
Psyop Capital on X
https://t.co/T8yX0dSc2e $OTCM rev +15% EBIT +19%
Psyop Capital on X
@finphysnerd $cme and $otcm are in this category and are reasonable
Psyop Capital on X
$OTCM beast of a quarter https://t.co/6h385yzu4x
Psyop Capital on X
$trux gets a lot of love on here (and rightly so), what are some other high quality otc banks with good underwriting culture and history of compounding earnings power at a respectable clip?
Cvd Equipment CORP
CVD Equipment (NASDAQ: CVV) offers hard-asset downside protection and upside tied to strategically important technologies.
C H Robinson Worldwide INC
C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
mavix on X
Portfolio July 2026 lists Toyokumo, Evolution, Centrotec, Leatt, BioRem, Secunet Security Networks, Shelly Group, Enogia, Lindbergh, ErreDue and Circle Group.
mavix on X
July 2026 portfolio update lists position sizes, earnings on EVO, BRM.V and ALENO.PA, and recent news on LEAT, CIRC.MI, SLYG and 4058.
mavix on X
Shelly Group confirmed preliminary discussions with Schneider Electric over a potential tender offer for its shares.
