Christrini

Why not us?

[Christrini @EyeTestCapital]

@SayNoToTrading @joinyellowbrick Well sure maybe vs here at $20, but you could buy at $12 for most of last week with same easy thesis

[Christrini @EyeTestCapital]

@BustedAuction TTM. 👍

[Christrini @EyeTestCapital]

@Stonefoxcapital Already had ~$200m cash and no debt. This doubles that with increased optionality. Having a valuable stock is valuable - very happy with management here

[Andrew Kuhn @FocusedCompound]

Dave Ramsey explains the secret to becoming financially independent: "No one got rich making 10% a year. Start trying to time the market and make at least 25% a year. Options are another fast way to get rich. Even if you lose money at first, you only need one big 200% trade to make it all back."

[Christrini @EyeTestCapital]

@GeorgiSteffanof @pennycheck @wallstengine They are changing the company name to the Schmid Dilution Group

[Christrini @EyeTestCapital]

@P_Remarks Celsius

[Christrini @EyeTestCapital]

@ThematicTrader FLNC?

[Christrini @EyeTestCapital]

@negligible_cap I’m sure they are right on a near/medium term horizon but the below is a cautionary tale on their level of confidence

[Wall St Engine @wallstengine]

Oppenheimer doubled its price target on NextNav $NN to $50 from $25, keeping an Outperform rating.

The firm views the $SPCX SpaceX IPO as positive for spectrum values and sees the June 4 House Energy & Commerce hearing on PNT as a signal that positioning, navigation, and timing is becoming a higher policy priority.

[Christrini @EyeTestCapital]

@Reignots Are you saying people are talking shit about HONA rn?

[Christrini @EyeTestCapital]

@EternalLastGen OUST LiDAR is on all proteus (that thing above/between the eyes).

https://t.co/5DVDAwJ8ND

[Christrini @EyeTestCapital]

@EternalLastGen From Q1 10-Q. Customer E is Amazon - 31% of q1 rev

[Christrini @EyeTestCapital]

@RJCcapital $0 of OUST value is due to auto?

[Christrini @EyeTestCapital]

@stepnotonpets Soon to be “you missed NVEC because you couldn’t read the wink wink from the CEO”

[Christrini @EyeTestCapital]

@origoinvest What would the catalyst be for a re-rate? Just stacking ERs?

[Christrini @EyeTestCapital]

@origoinvest US natsec is much more of a priority now

[Christrini @EyeTestCapital]

@VantixResearch Customer E is Amazon btw

[Christrini @EyeTestCapital]

@StockDocEM Yeah until management gets scammed on bitcoin again

[Christrini @EyeTestCapital]

@EhrmantrautCap_ @KryptoBull2025 Valuation becomes more attractive with unmodelled revenue growth at or near those margins

[Christrini @EyeTestCapital]

$NVEC I like optimism

[Christrini @EyeTestCapital]

@KairosPraxis Any changed thoughts on Semtech?

[Christrini @EyeTestCapital]

@volcrushed @juliegirltweets Average Saturday Mr vol