peony
@peonyKingOF
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$RELL is a micro-cap that has greatly under-appreciated optionality, and represents a highly asymmetric way to play some of the hottest themes in the market: grid, ESS, and semis (LCRX one of their largest customers). I posted this separately as different posts. This mostly
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If that sprout guy is not part of the Epstein illuminati why is he on every fucking podcast? These are the crucial questions no one is asking.
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Midjourney is pretty remarkable now. Does not get much airtime against he bigger names, buy quality seems far better than grok and nano in many respects https://t.co/N3CpXe3xnS
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$NEOV has ripped 40% in 2 weeks. What the story? Small cap, no coverage, pivot to ESS. A similar re-rate on $RELL (given it has a similar story) would print funny money on the options. If you comp on fundamentals ($NEOV at ~12x sales, $RELL at .7x) the upside is even more
$RELL is a micro-cap that has greatly under-appreciated optionality, and represents a highly asymmetric way to play some of the hottest themes in the market: grid, ESS, and semis (LCRX one of their largest customers). I posted this separately as different posts. This mostly
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$RELL is a micro-cap that has greatly under-appreciated optionality, and represents a highly asymmetric way to play some of the hottest themes in the market: grid, ESS, and semis (LCRX one of their largest customers). I posted this separately as different posts. This mostly
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Someone please do a write-up on $NVEC. Would be a shame if stepnotonpets is the only one covering this thing. I love this company.
$NVEC is a pure play in quantum tech that is currently paying out a ~6% dividend. We are clearly in an era where small cap emerging tech has unprecedented optionality given the current rate of technological change. It's getting harder and harder to find trades where that
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If space was getting inflows, could be making some real money on $ASTI
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There were dozens of projects testing $ASTI tech. Now Elon gave thin-film a ringing endorsement. If you were considering thin-film and don't want to be waiting decades for an order to be filled, now is probably the time to make a move.
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If the owner of the only mega-constellation files for another mega-constellation orders of magnitude larger, you would think media would cover it. None have yet. Even Bloomberg is focusing on the potential xAi merge. If you were to follow Elon closely, you could still miss it, as
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All the big AI players have expressed interest in space compute. It was $GOOG's technical paper that got me turned onto $ASTI. Imo, these player would at least need to follow suit soon in getting FCC approval for their own constellations. All of these players only have very
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Retweeted by Elon: "No glass framing required". I am not sure what tech fits that criteria outside of $ASTI's solar film.
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If I could get AI to shitpost for my, it would increase my speed of execution by 30%. Really hard to delegate something so mission critical though.
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$CSIQ is apparently the western tech leader for solar. Trades at 1.3x sales
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Saw one or two post this weekend on a similar concept, i.e. subsidizing home batteries would be one way to address the grid gap in the short-term. Is this concept gaining traction recently? Residential batteries are pretty beaten down rn.
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Reddit comments are something. Still obsessed with impossibility of cooling centers in space post- 1m sat filing https://t.co/uKy5kidP0S
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Explore this post and more from the wallstreetbets community
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