A Capital on X
Obvious shitcos: $RR $ASPI $TMC $GLND $ALOY $EOSE
NASDAQ
RR
3 stories
$361M Market cap · 2026-10-09
Obvious shitcos: $RR $ASPI $TMC $GLND $ALOY $EOSE
Sobering one: of 31 distinct names, only 2 have actually reached my Realistic Valuation target. $EVTL and $RR. Median downside capture on the Sept '25 list: 73% of the decline I forecast. On the 2026 lists: 22-41%. Direction right. Magnitude still pending. This means there is still lots of meat on the bone in many of these names.
Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.
Companies the stories above are also about, besides RR.