@PlayBookTrades $LASE proves it: Never exit a small-cap stock with a concrete catalyst too early!
Holding steady at key support; the next target is the $4.00–$4.50 zone!🔥
My trading strategy !
$LASE
🔻Details
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$LASE Our initial alert at $1.30 just reached a high of $4.49, locking in a 245% gain so far. 🔥
We also alerted the re-entry at $3.10, giving the team another opportunity to catch the move higher. 🏆📈
$DBGI
Digital Brands Group Receives Initial Orders for $125M U.S. Program, and Expanded Partnership with GCC
- Expanded partnership includes apparel and soft good revenue opportunities available through GCC’s digital networks, physical installations, domestic and international events and hospitality.
https://t.co/FPu6iBj7d5
I’m long $SMOL -- this is the one of the most asymmetrical set ups I’ve seen in a while. I’ve been trying to buy it for the past month and it run up 300% without me.
Swedish pre-revenue 18 employees. Pre-revenue. ~$400 MCap. nano company.
Here's an idea of this crazy company.
Chips can't get faster without better power delivery, and traditional capacitors are physically too thick to keep up.
Smoltek grows carbon nanofibers directly on silicon to make capacitors thinner than a human hair.
The tech that Qualcomm, Apple, and Intel desperately need for next-gen AI chips. But they can't mass produce these on their own.
98 patents protecting the integration of ultra-thin, high-density CNF-MIM capacitors in advanced semiconductor packaging. These go directly on interposers, reducing inductance and bringing them closer to processors and power rails.
Possible partners:
Yageo 32B MC from Taiwan 🇹🇼 is the world's #2 passive component maker.
They walked away from a deal in 2024 citing budget reasons. But they never walked away from the technology. They are still testing Smoltek's components in their own labs. The CEO just presented at a Yageo-organized AI Summit in Taipei alongside multiple industry heavyweights. NDAs signed with several big players. You don't get invited to that stage if the product is dead.
Insiders just loaded up on expensive bridge debt due end of 2026. Who in their right mind does that unless something is coming. Right?
Then there is the iridium angle:
The same nanofiber platform powers Smoltek Hydrogen. Green hydrogen via PEM electrolysis hits a hard ceiling because of iridium -- only 7-9 tonnes mined globally per year. You can't mine more. Smoltek's carbon nanofibers create a massive 3D surface area on the electrode, cutting iridium loading by 95% at the same performance. Their electrode could cost one-sixth of competing products at scale.
Serious partners already in place: AGC Japan for manufacturing scale-up, Heraeus Precious Metals for pushing iridium loading even lower. Electrolyzer factories are being built across Europe and the US right now.
Smoltek wants to be designed into the next generation in two megatrends none the less.
The semiconductor capacitor story alone gets you to a 1-1.5 billion SEK market cap on a license deal -- that's 5.5-8 SEK per share from here. The hydrogen arm is essentially free on top of that.
This is a binary event a 0 or x100 no in between. So treat with extreme caution.
Pre-revenue. Binary. Spotlight-listed. Long patience required.
This is really out there. Out of all my positions this one is furthest from commercialization.
So I added a small position.Size accordingly. NFA.
You can find it on IBKR as GY9 on the German exchange.
I’m long $SMOL 🇸🇪
$SMOL 20 years of R&D and patenting. 2026 is Smoltek's breakthrough year. The year in which Smoltek transitions to sales, licensing and revenue generation! With the backing of ITRI, Yageo, Heraeus, and Tong Hsing, the journey now begins for a unique Swedish deep-tech company!
🚀 $UMAC update — currently up +120% from our entry.
Most people sell too early after seeing quick profits.
That’s the difference between emotional trading and high-level conviction.
When we first entered, many doubted the setup.
Now the trend is proving itself.
In this market, the biggest gains rarely come from chasing news.
They come from patience, positioning, and understanding the bigger picture before the crowd does.
As long as the structure remains strong, our strategy remains unchanged.
The goal was never just 20% or 30%.
We are here for asymmetric opportunities.
This is why long-term mindset matters. 📈
🚨Breaking: The Trump administration is in talks to take ownership stakes in U.S. drone companies
The only PUBLIC company named in the talks 👇
Unusual Machines $UMAC
Domestic supplier of drone parts. Don Jr. holds shares and sits on the advisory board
Other public drone names that are moving in lockstep 👇
AeroVironment $AVAV
- Supplies the recon drones and loitering munitions American forces field downrange
Kratos Defense $KTOS
- Develops unmanned fighter jets and target drones under Pentagon programs
Red Cat Holdings $RCAT
- Produces compact tactical drones for the military and police
Ondas Holdings $ONDS
- Builds counter-drone tech that spots and takes out hostile UAVs
Source: WSJ / Reuters, 5/27
Breaking: The Trump administration is in talks to take ownership stakes in U.S. drone companies
5 stocks worth watching:
• Unusual Machines $UMAC
*Makes domestic drone components. The only public company named in the talks
• Ondas Holdings $ONDS *Makes systems that detect and shoot down enemy drones
• AeroVironment $AVAV
*Makes the loitering munitions and recon drones U.S. troops use in combat
• Kratos Defense $KTOS
*Builds unmanned combat jets and target drones for the Pentagon
• Red Cat Holdings $RCAT
*Makes small tactical drones for U.S. military and law enforcement
$UMAC
Important Technical Parameters -
Current Market Price = $18.83
Support = $12
Pattern Target = $28.50, $42
#UnusualMachines, Inc. (NYSE American: UMAC) is an American aerospace and defense technology company specializing in the domestic manufacturing of drones and critical drone components. The company is positioning itself as a primary Tier-1 parts supplier for the fast-growing U.S. drone industry, and is aggressively expanding US based manufacturing facilities. They specialise in manufacturing of high-volume, low-cost essentials like flight controllers, electronic speed controllers (ESCs), drone motors, cameras, and batteries.
On Charts - it has crossed a resistance of a consolidation pattern on daily charts, of $17, which also coincides with a triangle pattern, if the trend-line is drawn from the recent highs of March 2026. That triangle pattern range target comes around $28.50 - which is a good level for conservative first target.
On lower side, swing lows of May 2026 - $12 - acts as major support level.
If we zoom out, on weekly chart - it seems to be coming out of an another consolidation pattern ranging from the highs of the year 2024 - that pattern range target comes at $42 - which can act as a second target for long term basis.
(Not financial advice)
$UMAC - Unusual Machines (~$24)
Drone components supplier directly named in the WSJ report as a potential Pentagon funding recipient. Trump Jr. is a shareholder and advisory board member. Partner Powerus selected for Phase II of the $1B Drone Dominance Program.
Investors will soon realize that the direct offering $SIDU announced wont be available public. With more cash in the company, this represents nothing more than a big buying opportunity for those who didn't buy in a week ago. The rise towards $10 and eventually $20 contiunues
$SIDU IMO bullish offering. $100 mil raised with 20 mil shares only at $5 for a company trading at 2$ a month ago.
Also direct offering, not public.
Space X momentum will keep pumping this next week, and everyone will forget about the offering.
$SMOL könnte das werden, was $SIVE damals vor dem AI-/Photonics-Hype war.
Microcap. DeepTech. Kaum auf dem Radar. Aber mit echter Technologie für eines der größten Probleme der nächsten Chipgeneration: Power Delivery.
Während $SIVE bereits vom AI-Datacenter-Boom profitiert, arbeitet Smoltek an ultrakompakten CNF-Kondensatoren für zukünftige HPC- & AI-Chips.
Wenn die Technologie skaliert und ein großer Partner kommt, könnte die Neubewertung brutal ausfallen.
Extrem spekulativ? Ja.
Asymmetrisches Chance/Risiko? Ebenfalls ja.
#AI #Halbleiter #DeepTech #Microcap