$slno announced today that its Board of Directors has authorized a share repurchase and that it has entered into an Accelerated Share Repurchase Agreement ("ASR") with Jefferies LLC ("Jefferies") to repurchase $100 million of $slno common stock. Nice move , more on it later

Hitting new ATH Beer! Cheers 🍻

I could definitely see myself living here! I've been trying to convince my wife all week 😂😂. It's also nice to have mornings free without the markets open.

One major difference between large caps and microcaps is that, in large caps, the main drivers of your returns are typically: industry > business model > management. In microcaps, it’s the opposite: management > business model > industry.

Taking advantage of yesterday’s pullback, I added a bit more to my position in $TTZ.V $TTLTF The more I read, the more I like what I see in this company! 🚨Not financial advice!

Up 35% since my video on $TTZ.V here 💪 https://t.co/wgghRo82ak

What does this chart say? $TTZ.V

Just dropped my latest write-up on $VELO — one of the most interesting U.S. reshoring + manufacturing turnarounds out there. Thanks to @GeoInvesting and @AtriumResearch for the great interview with the CEO — it made me see the story in a whole new light. Full post 👇

Total Telcom Inc (paywall) FINS Review: $TTZ.V $TTLTF "A current ratio of over 14 (15.5 with deferred revenue removed) is one heck of a start." #FinsDontLie

JPow in his speech saying AI data center investment has nothing to do with lower rates. Says todays equities not the same as dotcom. Shuts down call for an AI bubble. As companies today have real earnings Party on

The Q3 report doesn’t change my long-term view on $MUEL. If the company delivers $50/share EPS from its core business — which looks achievable given backlog visibility — a 20× multiple is fair. That’s $1,000/share territory. The real wild card is data center cooling. If MUEL

$VELO — Alright, that probably isn't happening.

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

Alright, enough about stocks—let's make real money! 💰🏌️ Have a great weekend!

My other portfolio focuses on biotech and options, with smaller positions as I learn the sector. I love it! Last night, I stayed up learning about biotech with ChatGPT. I also have two great mentors, @LogicalThesis and @Se19edy. Soon, biotech will be in my core portfolio too.

Here's my portfolio: $PPIH, $FEIM, $MUEL, $KLNG, $TGEN, $FSI, $OPXS, $KTEL, $PXHI, $FTEK, $NTWK, $MOJO, $AMPG, $VELO, $TTZ.V

If $VELO returns to the $4.50 range, I'll add more.

$TTZ.V looks great after this news!

$TGEN has been consolidating at these prices since July. One piece of hot news could send it skyrocketing. 💸🚀

Re-entered $KEQU. I believe all uncertainty is already priced in. The backlog remains at record highs, and the chart looks much better now.