Kyle Adams
@KyleAdamsStocks
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29 | Investing to $1,000,000 in my taxable brokerage | Crazy enough to jump out of planes for fun | not financial advice
Joined January 2019
Monster quarter out of $BKTI. Top line growing over 20%+ and the margins are nearly 50% now.
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Monster quarter out of $BKTI. Top line growing over 20%+ and the margins are nearly 50% now.
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Been super busy, but had the chance to listen to $CXDO earnings call right now. Lot to like: 1) Double digit YoY growth, software growing 28% YoY. Slowly becoming the majority of the total revenue. 2) New AI features coming out such as the AI receptionist, and they expect the
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Nice new win for $BOSC. Double digit growth and still a low teen multiple.
NEWS: $BOSC BOS Secures a $1.5 Million Order from a Leading Aerospace Customer https://t.co/d1CETzQscF Follow for daily #StockNews! @grok please provide the finance card for $BOSC
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$PPIH looks to be posting a lot of open jobs on LinkedIn. Manufacturing small caps surely don’t post so many jobs without seeing higher demand.
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$ASTS is a smart and ambitious company that seeks to build a space-based network provider for existing Mobile Network Operators (MNOs) like AT&T, Verizon, and Vodafone. Consensus expectations are for hyper growth, but the business of launching satellites is long, complicated and
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$PPIH looks to be posting a lot of open jobs on LinkedIn. Manufacturing small caps surely don’t post so many jobs without seeing higher demand.
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Big congrats to $CXDO for surpassing 7 million users on their NetSapiens platform. The software division is absolutely on 🔥 with 30%+ top line growth, and slowly becoming the majority of the business total revenue.
🎉 Huge milestone — we’ve surpassed 7 million users on the NetSapiens platform! A big thank you to our partners + customers who make this growth possible. Champagne was popped & our CEO Jeff Korn wore it.🥂💦 https://t.co/E0FrRyO8C6
#Crexendo $CXDO #PoweredByNetSapiens #UGM2025
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*October End of Month Update* || Oct +26.65% || 📈 || YTD +159.53|| 📈 $ACFN $BKTI $BOF $CLPT $FEIM $FTEK $HYDTF $GKPRF $IESC $ITMSF $LEU $MUEL $PPIH $PSIX $SNWV $TGEN $URLOF $VSQTF $WSTL $ZMDTF Best month in over a decade. Mostly driven by trade in/out of $BYND on a whim 🧵
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Wrapping up day 3 with our key takeaways, top ideas, and a few names that we wished would have attended including $CODA $ISSC $TIKK $BUKS $KLNG $SIF Great session! @majgeoinvesting @SebKrog
Closing session - in 10 min (Oct 29, 12:50 PM, ET) Maj Soueidan (@majgeoinvesting), Nicholas Cortellucci (@NickCortellucci) & Sebastian Krog (@SebKrog) A roundtable on the biggest takeaways, standout companies, and follow-up ideas worth deeper research. https://t.co/hnMkYTckcp
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Post-pitch return >11% already. well done @KyleAdamsStocks - a nice cherry on top after company's appearance a few days ago! @MSmicrocaps
In a few minutes, Kyle Adams @KyleAdamsStocks will be elucidating on high-conviction microcap defense ideas at The Starting Five Defense Virtual Conf., Co-hosted by @MSmicrocaps & @Atrium_Research Looking forward to it! https://t.co/MLqYV9nhrZ
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So, I just got back from Hangzhou, China; Attended @IROS2025. Takeaway: China’s robotics ecosystem is moving faster and more coordinated than the US
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@KyleAdamsStocks now making his bullish investment case for one of the 10 microcap participants over the past few at our Starting Five Defense Conference. "finding the right companies at the right time" is one of Kyle's mantras, and this stock qualifies for him. Co.'s customer
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Here’s who’s presenting at the @MSmicrocaps Defense Virtual Conference today 👇 @KyleAdamsStocks
@LockStockBarrl
@dgkunze1
@smcap_thinking Plus — a last-minute addition: @SebKrog will join our Investor Roundtable at the end of the conference.
🚨 LIVE in 90 min (Oct 29, 10:15 AM, ET) Final day of the Starting Five Defense Conference, closing with a Roundtable - the week’s biggest takeaways. Today: four investors on building conviction, reading signals, and spotting the next defense leaders. https://t.co/ZjNVO8cx8w
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Starting in 10 min (Oct 29, 10:30 AM, ET) Kyle Adams (@KyleAdamsStocks) on finding the intersection of innovation and underappreciated value in microcaps. Lineup & Zoom link (premium access) 👇 https://t.co/hnMkYTckcp
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Looking forward to speaking tomorrow at the @Atrium_Research + @MSmicrocaps defense conference. Will be presenting at 1030am EST.
Starting 5 Virtual Defense Conference ✈️ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies, including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V
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Nepotism/crony capitalism creates the same environment in a society as socialist/communist/Marxist economic ideals. The thing they both have in common is no middle class, and no incentive to work your way up the ladder. Which is what cultivated the greatest economy in the world.
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Looking forward to speaking tomorrow at the @Atrium_Research + @MSmicrocaps defense conference. Will be presenting at 1030am EST.
Starting 5 Virtual Defense Conference ✈️ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies, including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V
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$MPTI one of my favourite names at our virtual conference
On deck/live at the Starting Five Defense Live Virtual Conference - M-tron Ind. ( $MPTI) & Cameron Pforr, CEO MPTI is a designer/manufacturer of frequency-control and RF filter solutions for radar, EW, missile guidance and secure communications. Attendance holding strong at >50.
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Our friends at @MSmicrocaps have put together some great overviews of the defense stocks presenting at our virtual conference next week. Check them out below.
Starting 5 Virtual Defense Conference ✈️ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies, including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V
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Starting 5 Virtual Defense Conference ✈️ 🪖 Our partners @majgeoinvesting @MSmicrocaps have written up some excellent research on the presenting companies, including D-Sheets and Cliff Notes. Check it out below 👇 $VELO $MPTI $BOSC $IEHC $AUUA.V $CMI.V $IMP.TO $FTG.TO $BLM.V
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$PPIH now my largest position after the recent run up. Still relatively inexpensive given the record high backlog, new Qatar market, Saudi Aramco, data center, and infrastructure buildouts happening in MENA region.
$PPIH and $LGCY completely agree on the buying on pullback. I took the opportunity to add some more $PPIH today.
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🚨 Needham upgrades $TMDX to BUY with a $148 price target. They expect. - Q325 to beat estimates based on their transplant data. - New heart & lung trials plus international expansion to be major growth catalysts in 2026. - Margins expansion is the 🍒 on top. - $TMDX to continue
🚀 $TMDX just gave the signal I’ve been waiting for weeks. ✅ 2 consecutive closes above the trendline. ✅ Heavy buying pressure despite a shaky overall market. ✅ Today’s open is pushing higher, early signs of a real breakout. I already increased my position on this first
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