Mike on X
@mathlonning $SIF especially, I thought the Q was good
X
Mike
Everything we have picked from this writer, newest first.
Mike on X
Espey’s sole-source submarine power components could benefit from more than $70 billion in funding, depot repair stocking and design freezes that favor incumbent suppliers.
Mike on X
Fuel Tech's new CEO, formerly of CECO, may target Fuel Tech's high SG&A costs and improve margins.
Mike on X
@kingtutcap I know $VELO well any others to look at? Maybe something involved in missile production?
Mike on X
@BlackScholesMan 37% hours earned increase on Columbia program is bullish for $ESP
Mike on X
Fulcrum Therapeutics, $FULC, trades below net cash as Tang increases his stake and insiders with capital-return records hold large positions. Its shell value could draw reverse-merger interest.
Mike on X
$LRCX is $RELL biggest customer and has a record up day today, on the back of strong earnings from Richardson. https://t.co/Jowt0qmxXX
Mike on X
If you’ve been following the $PESI situation, this is important reading. Especially regarding grouting 200E waste. https://t.co/bsf03iTPKg
Mike on X
@DeepSailCapital $RDCM is interesting.
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
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.
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)
