$NSYS has a $90.8 million backlog. Market cap is $35 million. Zero analyst coverage. Aerospace and defense revenue up 41% year over year. Four consecutive quarters of improving profitability. Proprietary fiber optic technology replacing copper across defense platforms. The market has not looked at this yet. Full thesis on the Substack 👇
https://t.co/IgzXij5ipC
$INFQ at $12. Down 55% from its IPO high of $27.
The US Department of Defence is a customer. NASA is a customer. The UK government is a customer. NVIDIA partnership. Buy now or wait? It is not a simple one. Full breakdown on Substack 👇
https://t.co/G9ejJGbZRb
$NSYS - Placed a 1000 share buy at $16.50 but hard to even get 1 share filled. Ask jumped up to $17.47 💤
Imagine the day volume rises to 1 mln shares someday when everyone finds out about this Photonics, Optical Fibers assemblies and ElectroMechanical systems contract manufacture and supplier with $122 mln annual sales and ~$100 mln orders backlog which will explode with the Power over Fiber product penetration imo
@losangaction@SuperDuperInvst Do you know whether the family group is still accumulating shares, or has that stopped after the buyback? Curious what you think explains the sharp move over the last couple months, filings/float dynamics, fundamentals, or something else? Thanks
Accumulation of $QNCR at these levels. Hope you had a chance to read the Substack thesis and take a position. These early names do not stay undiscovered forever. Once attention rotates in, repricing happens fast. $QNCR $QNC $IONQ $RGTI $QBTS $QUBT $ARQQ $LAES $BTQ $QUBE $QBT
$NSYS $15 - Must Read this poster’s full thesis posted on his link to substack 👇🏼
Brilliant in depth analysis on the company !
It fully reinforces my personal derivation of $50+ stock PT for this low float hidden gem imo 🤑 💰
@HoldMyPosition Great analysis on $NSYS. Now I even firmly believe this stock should be and will be rising to $50+ someday once it catches attention of larger institutional investors imo
Roads. Ports. Warehouses. Stadiums. Data centers. All of them blind. $OUST is giving them eyes. Lidar sensors plus AI software plus cameras. 1,200 contracted sites across 65 million square feet of critical infrastructure worldwide. Revenue up 52% in 2025. Profitability by 2027. Thesis below. 👇
https://t.co/cuBR6z03Ik
@stock_run@SuperDuperInvst Congrats Miraj. It’s a strong long term investment. Back up to $16.22 in AH. Check out my free article. https://t.co/QKyzR1I2Ex
$NSYS has 2.79 million shares outstanding. Total institutional holdings across all 19 funds: 114,068 shares. CEO owns 1% of the company personally. Insider ownership is high. The float is so thin that accumulating any meaningful position moves the stock. By the time this gets discovered you will not be able to buy size quietly.
Earlier today, I opened a strong position in $NSYS.
Sits at the intersection of complex medical devices, electromechanical systems, aerospace/defense, and advanced manufacturing. Small company. Real customers. Serious optionality. Excited by the potential here. https://t.co/XoINbzU7pb