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Sypris Solutions $SYPR: electronics orders up 28% YoY/269% sequentially in Q1, but for a contract manufacturer that's revenue 12-24 months out
Sypris is a micro-cap contract manufacturer that's easy to screen straight past. [Full-year 2025 revenue](https://ir.sypris.com/news-releases/news-release-details/sypris-reports-fourth-quarter-results-7) fell to $119.9M from $140.2M, the net loss came in around $6.3M, and the [first quarter of 2026](https://ir.sypris.com/news-releases/news-release-details/sypris-reports-first-quarter-results-17) was worse with a $4.1M loss with the electronics segment swinging to an outright gross loss. I.e. …
Money market fund vs Blue chips vs all-world ETF
Goal is waiting for a good entry after yet another crash. So as far as I see it, my options are: - Money fund for around 3% returns (Euro based one, I know the Dollar would be at 4%) - Buy blue chip stocks (insurances, consumer goods, real estate), either …
MSFT, GOOG, AMZN and META
Not sure what is going on with all the above meg7 stocks. Everyday it's like 2-3% drop. I put money everytime when it's lower considering their business models are good, but now out of money to put in and still going down. Anyone has any thesis on it? Would you …
Bravos Research: a warning before you trust them with your money
I'm writing this post in good faith. I read the rules and I don't think I'm breaking them. I only want to help people who google this company. I'm not even going to write any direct criticism: just explain where it can be found and how it was buried. Bravos …
De-Salination Companies
I feel like everyone is chasing the obvious AI trade (NVIDIA, AMD, hyperscalers, etc.), but I’ve been spending more time thinking about what AI requires rather than what powers the chips. The more data centers get built, the more they need two things that are becoming increasingly constrained: power and …
Inflation topped 4% in May, but the worst may be over | CNN Business
Affording 15 WEN in this economy
De-Salination Companies
I feel like everyone is chasing the obvious AI trade (NVIDIA, AMD, hyperscalers, etc.), but I’ve been spending more time thinking about what AI requires rather than what powers the chips. The more data centers get built, the more they need two things that are becoming increasingly constrained: power and …
$WEN DCF at just 1% rev growth = $8.3 base. The pump only erased the discount, not the upside. Bull case >$11
BlackBerry lifts annual revenue forecast as QNX unit powers growth
* Revenue increased 26% year-over-year to approximately $153 million * Adjusted EBITDA grew 144% year-over-year; GAAP operating income increased year-over-year to approximately $15 million * Both QNX and Secure Communications achieved Rule of 40 performance, contributing to BlackBerry's fifth consecutive quarter of positive GAAP net income; Adjusted EPS exceeded expectations …