BDC on X
Looks like the small cap sage Jorey Chernett has filed on $MOB. He is long term, buys in size, and will rattle cages if needed. Fantastic endorsement.
Topic
technology
Everything our editor has picked under this tag, best first.
BDC on X
$toi https://t.co/9pfaLXskXk
Psyop Capital on X
https://t.co/irXJODueym $ALAR is under investigation from the FBI. Many of the same hypergrowth microcap accounts that were pumping it a few years ago were also long Intellego before it collapsed under fraud revelations
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
TeraWulf could secure a data-center tenant by late June as Anthropic pursues leases, raising the prospect of AI infrastructure upside.
Mike on X
$HPE let's fucking go. https://t.co/OjNXeIX0yM
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)
Cvd Equipment CORP
CVD Equipment (NASDAQ: CVV) offers hard-asset downside protection and upside tied to strategically important technologies.
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…
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
Shelly Group exercised its option to buy the remaining 24% of Slovenian IoT subsidiary Shelly Tech for €0.9 million.
mavix on X
Shelly Group $SLYG published preliminary revenues for H1 2026 of EUR 68.3 million (+27% yoy). Cash increased by 62% qoq and by 72% yoy supported by continued normalization of trade receivables. Full results will be published on August 12. https://t.co/KSvQWpLZQd
mavix on X
Shelly Group, $SLYG, sees intelligent control of cooling, shading and energy consumption gaining importance as summer heatwaves increase, supporting long-term building automation growth.
mavix on X
Shelly Group $SLYG appoints Georgi Bonec as Chief Marketing Officer to further strengthen Shelly‘s global brand positioning, international go-to-market capabilities and consumer, retail and professional channel development. https://t.co/4LdogwzUod
mavix on X
A May 2026 portfolio update lists holdings including Centrotec, Toyokumo, Evolution, Secunet Security Networks, BioRem, Leatt, Shelly Group, Enogia, ErreDue, Lindbergh and Circle Group.
mavix on X
I just published an Earnings Update about the Shelly Group $SLYG Q1 2026 results. You can find it in the portfolio section of the blog :) https://t.co/PBu7hw3ZdE
mavix on X
Shelly Group reported Q1 2026 revenue growth of 25.9%, EBIT growth of 30.4%, and a 25.9% EBIT margin. Free cash flow rose 77.5% and DSO improved by 24 days.
mavix on X
April 2026 portfolio update lists holdings including Centrotec, Evolution, Secunet, Leatt, Toyokumo, Biorem, Circle, Lindbergh, Shelly Group and ErreDue.
Laughing Water Capital on X
@mil01425146 @darkstarsats Hudson and Guthrie have both been vocal supporters of the need for terrestrial backup to GPS/PNT. Hudson has even spoken at the same events that $NN CEO Sorond has spoken at. This is bullish.
mavix on X
▫️$4058, $SLYG, $EVO, -undisclosed-, $LDB.MI, $CIRC.MI, $RDUE, $TRT.L
mavix on X
Shelly’s German Amazon store is back, with its relays again listed as bestsellers and sold directly by Shelly rather than third-party resellers.
mavix on X
Shelly Group reported Q1 2026 revenue of EUR 33.4 million, up 26%, with cash and equivalents rising 45% from year-end to EUR 19.9 million.
