Posts
€220k into Microsoft because in 5 years everyone will pretend this was obvious
This is the kind of stock people will look back on and say: „Well obviously it was going to go up. I should've invested more.“ And as we say in Germany: Klotzen, nicht kleckern! So I bought Microsoft. Good luck everybody else!
Laser Beams. In Space. - LightPath ($LPTH)
[Frickin Laser Beams](https://preview.redd.it/mug8ftcd044h1.jpg?width=311&format=pjpg&auto=webp&s=bd6072bbeee23d880d6dd3d6cbb768252db19068) **Listen up you beautiful degenerates.** If you’ve been crying yourself to sleep for missing out on the AI bubble, thinking your only options left are buying Micron FDs or NVDA fractional shares, your salvation has arrived (maybe). It involves Frickin laser beams in space. And it’s probably …
$XTIA is the next drone play
I told you guys about $UMAC a few weeks ago and look at it now. First things first, defensive drones are the absolute play for 2026. Chinese drones are banned and modern warfare is using drones as ammunition, so America needs MILLIONS. If you like $UMAC, you’ll like this stock. …
$XFAB DD: the European chip foundry that just went viral, and the actual bull case sitting underneath the hype 🇪🇺🔌
TL;DR: X-FAB (XFAB.PA, OTC: XFABF) is a profitable specialty semiconductor foundry with genuine exposure to the two hottest niches in chips right now: power semis (silicon carbide and gallium nitride for EVs and 800V systems) and silicon photonics (the optical plumbing AI datacenters are moving toward). It has CHIPS Act …
Is oil due for a 2nd round? I’m buying calls
Senior Vice President of Exxon Neil Chapman about the oil price surge coming in 2-3 weeks
Position added! Waiting for the money printer to start!
$ENPH - Solar + AI data centers = next rocket ship ☀️🚀 Who's loading up before it rips to $150?
ENPH just went from the $30s to nearly $73 in a few weeks and it's still holding strong around $70. Why the fuck is nobody talking about this harder? These guys own the microinverter game. New commercial IQ9 stuff is shipping from US factories and homes/businesses are slurping it up. …
$145k of OUSTER (the future of cameras/AI vision)
This company was awesome already but then recently invented native color LiDAR. A new generation of camera/lidar hybrids that are like cameras on steroids. The use cases are unlimited and scale way beyond normal lidar. Ouster is already partnered with and being used in: humanoid robots, food delivery robots, drones, …
$GRRR - The AI Infrastructure Play Nobody’s Talking About (530M MC vs 5B+ Backlog)
**Let me make this simple. You’ve got a $530M market cap company sitting on a $5B contracted backlog. That’s not a typo.** ***The Setup:*** * 100-150MW coming online this year * 500MW+ online by EOY 2027 * $5B backlog (and that’s before counting a 200MW datacenter in Thailand, 2027-2028 delivery, …