Badonde

[Badonde @Badonde_]

@ParadisLabs You can pump the $35m Semi & Memory microcap $DAIO to Valhalla for me?
Going through a transformative acquisition that will double revs, operates in the hottest mix of sectors

[Badonde @Badonde_]

$asys

[Badonde @Badonde_]

Bought some $ASYS following their offering, based on continuing AI capex avalanche.

Raising substantial cash for growth purposes, at a decent price, feels like a good sign.

Let's see

https://t.co/eRD5FYnPLU

[🐧 @pennycheck]

@elonmusk @sundarpichai pretty insane position for a microcap nobody ever heard of

"The vast majority of GPUs TPUs are manufactured using our equipment"

[Badonde @Badonde_]

Extra nice. $ELMT
Sold as things feel a little pumpy, will monitor to buy back in if it comes back down

[Badonde @Badonde_]

I am long $ELMT, a bit underwater but adding. Great write-up below.

Plays into a lot of growth areas, including missiles (defence) which in my opinion is a megatrend right now.

Recent IPO with their first earnings report next Friday, could be interesting.

[Mike @BlackScholesMan]

Most of you degens bought $ELMT on the IPO hoping for a quick flip and sold when it didn't happen. I actually took the time to understand the company and how it just became a critical national security player. Here's what you missed 🧵

[Badonde @Badonde_]

Nice. $elmt

[Badonde @Badonde_]

https://t.co/ST55W6HaRe

[Saagar Enjeti @esaagar]

It will take 5+ years to replace 39 days of munitions used in the Iran war

What an absolute disaster

[Badonde @Badonde_]

Great colour 👇I'm long $IEHC, $SYPR and others for this reason. Should be comfy holds

[Nicholas Cortellucci, CFA @NickCortellucci]

Interesting slide from $PKE's earnings deck as it pertains to other players in the missile ecosystem too $IEHC $MPTI $DCO $SYPR

[Badonde @Badonde_]

@BULLOFBRITAIN I think it's fine as long as you're caveating it that it's tiny and the risks etc.
If it's a good play then it's a good play regardless of the size

[CryptoCondom @crypto_condom]

The New Glenn failure basically means that @spacex is a lock for any q3 Golden Dome contracts by default.

Good sleuthing strongly suggests @lightpathtech provides their optical inter-satellite link communication.

TLDR: $LPTH will massively rerate on satellite growth and a photonics defense (custom IR/VIS) narratives

[Badonde @Badonde_]

Another great $FRMI write-up here btw. 👇
There's obviously risks here but my balls are tingling and you have to trust that https://t.co/EY9zms2Ckf

[AustrianSchoolSwift @AustranSkolSwft]

https://t.co/6LvQzFXysm

[Badonde @Badonde_]

Been digging into $frmi and took a position today. Love this latest find below, a sniff that Amazon are a customer and this will rerate.
Management said they should sign a deal in the next 90 days.
Big call buying last week.
Lots of circumstantial breadcrumbs...

[rahmbo @rahmbotrades]

There's a good chance that $AMZN could partner with $FRMI for their build-out in Amarillo

$AMZN posted this job listing for "Data Center Cluster Operations Leader" on Nov. 2025, and they updated the listing 8 days ago

[Badonde @Badonde_]

$WATT lil insider buy from the CEO, the last one worked well at $7.8

[Badonde @Badonde_]

$WATT I think WATT may qualify for the Russell 2000 later today.

Price was pumped to about $35 at the calculation point (convenient) which I think should clear the threshold and lead to inclusion.

Rough calcs suggest passive flows could be 10-15% of the market cap?

[Badonde @Badonde_]

$watt

[Badonde @Badonde_]

$daio moving today on some cheeky volume (10x average daily).
Some good stuff posted by @KakashiCapital_ today, worth a scroll through his feed https://t.co/s9Nj4WApPh

[KakashiCapital @KakashiCapital_]

Look at this.. just look at it

This company has and EV of like $30M

Unreal

$DAIO

CC $SMTC

[Badonde @Badonde_]

For a micro-cap gamble, I'm long $DAIO.

$28m memory-related name that just bought a "semiconductor handling and packaging manufacturer" that should double revenues and add profitability.

Adjacent to Edge AI and robotics.

Narrative overload, could pump out of nowhere.

[Jeff Gabel @JeffGabel]

We’ll hear from $ELMT tomorrow 👀

[Badonde @Badonde_]

@KakashiCapital_ Great DD today mate, think we're into a good one here✊

[Badonde @Badonde_]

@fundmyfund

[Badonde @Badonde_]

@gotRekt1337 sendsational