2_7_3eliever

“Only A Failure abandons his principles and pride!”

[Ethermonk 📿 @ether_monk]

All these customers and $AMPG is still a ~$130m mcap penny stock

You do the math

But if @rk8215 tells me to buy, i’m not fading

Got an average entry of ~$5.40

[Ethermonk 📿 @ether_monk]

Full size position deployed on $DPRO.
Average somewhere around $7.30.

I highly suggest reading through @chinoalemano’s deep dive on the company. One of the better breakdowns I’ve seen so far.

Furthermore, @aleabitoreddit previously held a position in $DPRO too. If you know his track record, you know he doesn’t randomly touch garbage.

Now add this to the equation:
The US government is actively discussing investments into drone companies and domestic drone infrastructure.

Meanwhile $DPRO is sitting around a ~$300M market cap.

Feels like one of those setups where people only realize the opportunity after it’s already repriced 2-3x higher.

[Ethermonk 📿 @ether_monk]

Started a decent amount of $DPRO position @ $7.25 avg.

With the Trump Administration reportedly in talks to fund U.S. drone companies, the entire drone sector could be gearing up for a major rerate. Historically, these kinds of headlines tend to spark strong moves across drone names even before the real momentum kicks in.

Still a speculative play, but R/R here looks very attractive in my opinion. Feels like one of those themes that can run hard once attention rotates in.

[Ethermonk 📿 @ether_monk]

Trimmed 50% of my $MNTS here at $13

150% in 4 days.

Thanks for playing 🎯

[Ethermonk 📿 @ether_monk]

Insane rally for $MNTS on premarket trading.

Already hit $10, close to 100% in 4 days, volatility swings both ways, and that’s the beauty of smaller caps.

Space theme still running hot so won’t be selling this that early, could easily do another 100-200% from here before $SPCX IPO.

LETS RIDE!

[Ethermonk 📿 @ether_monk]

I accumulated about 1% of $MNTS at ~$5.50 for exposure to Space stocks

With the upcoming $SPCX IPO, I fully expect the whole sector to continue front running the hype.

Still pretty under the radar as it’s a micro cap stock of ~$70M mcap, but has the likes of Ken Griffin taking up a 10% position.

[Ethermonk 📿 @ether_monk]

I added more $DGXX today to my already huge bag.

More orders lined up between $6.5-6.8, not sure if we get filled on those though.

Still strongly believe that it is a much better buy here at $7 than at $2-3 a few months ago, simply because there was real execution risk back then and the company has now proven itself with $CBRS & SubQ.

Furthermore, today earnings call was pretty bullish, with @michelamar3 confirming that there will be no further ATM as well as company plans to scale.

I think the strength is pretty telling and we will see this rerate 3-4x minimally from here over the next few months.

[Ethermonk 📿 @ether_monk]

Bought a lot of $ABCL at an average of ~$4.5

Not the best entry considering it ran off the lows already, but in the grand scheme of things I think it’s still pretty early.

Might take awhile for it to hit multiples, but so far phase 1 results on the earning call yesterday was largely positive which is the main thing I was looking out for.

[Ethermonk 📿 @ether_monk]

If you can’t handle drawdowns… you probably don’t deserve the upside 😉

Still holding majority of my $DGXX, price targets are much much higher.

Now that the company has proven its execution, it has become a much comfier hold for me .

[Johan N. @rk8215]

$DGXX signs 10-year contract for 40MW valued approximately $1.1 billion, with total potential contract value of up to $2.5 billion inclusive of renewal term with Cerebras.

"The initial 10-year term is valued at approximately $1.1 billion, with total potential contract value of up to $2.5 billion inclusive of renewal terms - underpinned by a structure that provides Digi Power X with long-term revenue visibility, and Cerebras with guaranteed data center capacity, from the first day of services"

[Ethermonk 📿 @ether_monk]

That was pretty expected from $SLNH, been saying it again and again, KOLs leading retail to the slaughterhouse on this active dilution.

If you like SLNH, you should probably check out $DGXX

SLNH may be good in the future, just not now imo

[Ethermonk 📿 @ether_monk]

If you like $SLNH at these prices, I have a better shitco for you.

Enter $DGXX.

SLNH still needs massive capital to build what the market is pricing in.
That means ATM pressure, dilution, and every rip becoming an opportunity for them to sell paper.

DGXX already walked through that fire 6–9 months ago.

Raised the cash.
Took the dilution.
Built the base.

Now the market gets to price execution instead of financing risk.

Same sector.
Same AI data centre narrative.
Better Risk/Reward IMO

[Ethermonk 📿 @ether_monk]

Filled and chill on $LIT at $1

Up ~20% rn, still early imo but would like to see it push and hold above $1.40 for more confirmation

[2_7_3eliever @23eliever]

@ether_monk 🤙🏻😎

[Ethermonk 📿 @ether_monk]

LIT's price action looking pretty $LIT

Been trying to fill but price keeps grinding up slowly. Got a decent bag but still no where near full size.

Hoping to fill the rest near $1 else will just ride current size or add if it holds >$1.4

[Ethermonk 📿 @ether_monk]

No better asymmetric play than $LOBSTAR in the trenches rn

The earlier you realize that, the better your entry is, for where we are going you don’t need targets 🫡

Everyone will buy lobstar at the price they deserve 🦞

[Ethermonk 📿 @ether_monk]

Huge for $DGXX

Have always maintained that the stock is undervalued af

If macro allows, i’d expect this to rerate exponentially higher and faster than before.

not to mention institutions have slurped retail panic in the lows @ $2 and are positioned accordingly, just a patience game now.

[Ethermonk 📿 @ether_monk]

bros forgot how to dream

if $lobstar was created during the 2024 ai szn it would be >$100m mcap in under a week

unfortunately for us we are in a bear market, but I haven’t forgotten how to dream.

Still believe this is a new primitive we are seeing rather than the usual ai agent posting slop

maybe i’m wrong, maybe i’m early. guess we’ll see in a couple weeks

[Ethermonk 📿 @ether_monk]

I increased my $DGXX position (again)
Already sized pretty big but added more.
Been holding since Aug ’25, this is a long-term play IMO

The appointment of Hans Vestberg materially upgrades credibility for me. Former CEO of Verizon and Ericsson, and board member at BlackRock.

People with that level of experience don’t attach their name lightly. That signals seriousness, structure, and a roadmap worth paying attention to.

This strengthened my thesis and confidence even more. Now watching for delivery.

[狂想π @crazydedqaq]

“Until death, all defeat is psychological”