Posts
Evaluating $KEEL's Vera Rubin Project as a Long-term Catalyst
I’ve been holding 25,000 shares of Keel Infrastructure since the $2.30 level. My long-term thesis is focused on the Vera Rubin project and its impact on the company’s transition into the High-Performance Computing (HPC) space. I’m looking for a technical deep dive into two specific timelines for this infrastructure: 1. …
LVFN - I didn't hear no bell
**TLDR** * Q3 earnings was bad, but not disastrous. missed modestly across the board: revenue $43.7M vs $45-50M expected, EPS $0.12 vs $0.16, guidance lower * BUT they raised the dividend 11% and cash increased from $10.2M to $12.5M. * Stock gapped down $5 but has been extremely flat for …
This is a pivot attempt. Pull off the right acquisition, shortcut years of organic growth. Don't, and it highlights the gap between current business and desired scale.
$VTIX update feels less like momentum and more like a signal that organic growth isn’t getting them where they need to go. At \~$4.5M in revenue, there’s a clear gap between the current business and the way they’re positioning themselves in defense training. Setting up a committee to pursue acquisitions …
Less "we're winning pilots" and more "we're building a scaled defense platform." The narrative shift matters if they can execute.
$VTIX’s new article reads less like a growth update and more like an acknowledgment that the current model isn’t scaling. Virtuix (VTIX) generating \~$4.5M in revenue while trying to position itself as a defense training platform creates a mismatch. Forming a committee to pursue acquisitions is essentially a way to …
Can someone explain to me why $ALTO crashed with a massive .13 beat and +200 surprise?
I'm so confused the Earnings report was beyond stellar based on the K-8 and the Earning calls. If anything this should have been a massive gap up from the markets predicting a -.08 loss to a +.05 per share. It looks like the Google and yahoo showings for the surprise …
Televanits (RDAR)
# Telvantis Completes Acquisition of AmeriCrew's Operating Entities MIAMI BEACH, FL - May 4, 2026 (NEWMEDIAWIRE) - Telvantis Inc. (OTC: RDAR) (Telvantis or the Company), a Florida-based technology-driven telecommunications and enterprise solutions provider, has closed the acquisition of AmeriCrews operating entities. The acquisition of AmeriCrews operating entities marks the first …
$ELMS's 2022 implosion receipt
The ELMS story is peak 2021 penny EV energy: * SPAC merger closes June 2021 ✅ * Executives quietly buy company equity at steep discounts with no independent valuation ❌ * Board forms Special Committee to investigate ❌ * Financial statements declared unreliable, need restatement ❌ * CEO and Executive …
07 MAY 2026 , WHAT ARE THE BIGGEST LOSERS
# ⚠️ BIGGEST SMALL-CAP LOSERS & WHY **Problem Sectors:** 1. **iHeartMedia (IHRT)** \- Market Cap: $824.3 million. A leading multimedia company with extensive network of radio stations, digital platforms, and live events. Why It's Risky: Annual revenue growth of 5.6% over the last five years was below standards for the …
07 MAY 2026, WHAT ARE THE BIGGEST WINNERS AND WHY ?
# 🏆 BIGGEST SMALL-CAP WINNERS **Winners - Broad Categories:** 1. **Industrials & Manufacturing** * Gorman-Rupp Co. (GRC) - A small-cap play in the industrial sector that specializes in the design, production, and distribution of pumps and pumping systems. The company is part of the exclusive group of Dividend Kings as …
Morning Market Movers: Sphere 3D (ANY) and Real Messenger (RMSG) on News
**Sphere 3D (Nasdaq:ANY)** issued a press release this morning highlighting the upcoming merger. [https://www.morningstar.com/news/accesswire/1164667msn/sphere-3d-and-cathedra-advance-proposed-combination-to-establish-power-optimized-digital-infrastructure-platform](https://www.morningstar.com/news/accesswire/1164667msn/sphere-3d-and-cathedra-advance-proposed-combination-to-establish-power-optimized-digital-infrastructure-platform) ANY is in a recently hot sector of bitcoin mining moving to AI Infrastructure. With the merger expected to close soon, giving ANY access to 53 Megawatts of power capacity in five facilities, ANY could be …