$TBTC is my newest stock idea. Article is live on substack. The company is trading at ~8x TTM P/E and has an under appreciated recurring revenue base with over 70% gross margins. Downside is backed by more than 8m in cash and equivalents at 22m market cap. Bull case requires them to sign new customers, perhaps $BUKS could use their services. If they signed a major casino deal, the sky is the limit. My 12 month PT is: $12 as I expect new management to continue strong sales momentum and operating leverage to kick in.

$SPRS now at $18 million market cap with $14 million cash. ~$8 million gross profit first 9 months of 2026.

$HAWK appears to have two launches this week. One aboard $SPCX rideshare with cluster 15 and one aboard $RKLB out of New Zealand taking cluster 16.

Closed this for 4% gain lol

$SCIA $TBTC and $BUKS have done great the last couple weeks.

I shorted $AXTI pop here. Plan on closing it by end of day.

So far this year every time Twitter called for black Monday Nasdaq gapped up 2% on Monday lol

$REGN strong balance sheet and cash flows seem like a fairly safe investment if one is worried about semiconductor and AI stocks earnings estimates being revised down.

lol it’s over

Everyone a long term investor now huh?

$SCIA another one of my favorites doing well amidst the carnage.

$HAWK next cluster of satellites to be launched October 19th.

$BUKS NO SIGNS OF STOPPING

You know people are over leveraged when they get defensive about a certain stock. Any post I make about memory people disregard the argument, and start attacking the person.

Do they got rockets? Need something to launch these satellites with. $ASTS

Back on the rising list at #74 thanks for reading my blog !

Is it crazy to say that if you’re under a certain age you kind of want to have an actual correction in the markets?

Quite a few stocks are suffering from tax loss harvesting at this point, in my opinion. Investors are realizing some losses and moving capital into higher conviction names. I see an opportunity to take advantage of this dynamic in the coming months. What are some names you think may get a bid once the wash sale rule is out of the way?

There’s no way they’re trying to blow up Situational Awareness again? Right?

$BUKS up everyday rain or sunshine lfg