JB

$ALMU Investor. None of my tweets should be considered financial advice. Purely for entertainment purposes.

[JB @JB_Invests]

$ALMU will be the next 10x stock in the semiconductor space. Their technology is innovative and unrivaled.

You can bookmark this. Current Share Price: $18.

[JB @JB_Invests]

$AMPG is a small cap idea I like.

Lots of exposure to large defence customers and significant growth potential via major growth catalysts coming ‘Later this year’.

They already supply $IBM, $NOC & $LMT, so maybe the market hasn’t priced in potential growth?

Their LNA technology is some of the best in the industry after all & Gross margins sit at ~45-50%, and revenue growing nicely YoY.

I am positioned. $AMPG

[Ehrmantraut Capital @EhrmantrautCap_]

AmpliTech Group $AMPG - customers and partnerships

These partnerships and customers are officially confirmed by $AMPG itself.

They have a partnership with $IBM which is spending billions on quantum R&D. $AMPG is the only US manufacturer that produces Cryptogenic LNA hardware which can withstand temperatures of ~4 Kelvin (lower than -270 degrees Celcius).

They have collaborations with Lockheed Martin $LMT and Northrop Grumman $NOC. Defense is quite hard to get into as a supplier since it involves years of passing qualification stages. $AMPG has passed that and has military-grade LNAs as a US-based producer.

They have a partnership with NASA and Viasat $VSAT, as their LNA hardware is also useful for SATCOM/satellite communications equipment.

For a company that trades at merely $135 million market cap, this is quite the impressive list of partnerships and customers.

[JB @JB_Invests]

I really do like $RDDT

I went long on them at $142, as their price seemed far too low given how well their earnings went. +30% so far and room to grow.

$RDDT growth is a massive positive and their profitability is one of the best I’ve seen in the software space at ~91% Gross margins.

FCF strong, balance sheet strong, what’s not to like?

I still think there’s lots of upside personally, and will trim at $200-220.

[Serenity @aleabitoreddit]

$RDDT was driving me insane.

> massive earnings beat
> just printing FCF since they’re too profitable
> 69% Y/Y revenue growth.
> biggest moat against AI vibe coding from network effect
> 91.5% gross margin.

Was just flat for months. Glad to see it getting more attention.

[JB @JB_Invests]

@OContandor So your employer will likely have an agreement with your existing pension provider, and will continue to deposit into there each month.

So my suggestion would be to maybe withdraw once per year to minimise paperwork etc. and do a lump sum into the SIPP annually to invest.

[JB @JB_Invests]

So $SIVE is now up ~70% in one day.

It’s crazy to me the amount of people which will pile into a single stock based on FOMO from an X account.

There is no valid justification for them trading at this valuation, all based on future performance which could end horribly if they don’t execute.

I don’t hold a position, but even if I did I would only be trading in and out, it’s one where lots of retail investors can get burnt.

Position accordingly in $SIVE

[JB @JB_Invests]

$ZETA now +35% since my post just 2 weeks ago.

They’re probably my highest conviction small cap at the moment, and I still think they can hit $30 by EOY.

19 consecutive beats, growing business and now flipping profitable.

They are also introducing Athena 2.0 which will power the next generation of Ad-tech.

What’s not to like?

Bullish $ZETA

[JB @JB_Invests]

$ZETA - Down 32% from highs. Business accelerating.

- 50% revenue growth. 19 consecutive beats & raises. Proprietary data moat competitors can’t replicate.

- Athena AI just launched - management called it “minimal contribution” to guidance.

- $16 stock. $28 consensus PT. Strong Buy across the street.

- AI is replacing the marketing stack. I can see ZETA hitting $30/40 a share in the next couple of years.

$ZETA is the disruptor.

Long and adding. DYOR 🚫📢

[JB @JB_Invests]

@retail_mourinho We will soon be drinking red wine and eating steak in Italy together 🍷

[JB @JB_Invests]

The 🐐 of FinX @retail_mourinho

€20k -> €500k+ in 1 year 🤯

$ONDS $ASTS

[Retail Mourinho @retail_mourinho]

Screenshot szn continues $ONDS
YTD: +250%

[JB @JB_Invests]

@CKCapitalxx Too much winning 🔥

[JB @JB_Invests]

Given this news, I think $DRNZ is probably one of the more obvious long term ETF compounders in the market.

Defence spending is always increasing, and the focus from Trump on the drone space is so bullish for the future - especially those based in the US ($KTOS, $RCAT, $UMAC, $ONDS).

$ONDS would be my pick from any of the individual drone stocks, and actually one i have held since $7 a share. With their recent acquisitions I think they could grow significantly through to 2030 and beyond.

I am positioned accordingly.

[Jason Luongo @JasonL_Capital]

BREAKING: The Pentagon is pursuing direct funding deals with U.S. drone companies.

The Office of Strategic Capital may take debt AND equity stakes, meaning the government could become a partial owner.

Here are the companies positioned to benefit:

[JB @JB_Invests]

$ALMU hit their full-year contract goal early despite only being halfway though the year - 6 contracts, $5m, including $4m from US Gov & NASA quantum laser award.

> Tower Semi + Sumitomo partnerships announced this year. $37.8m in cash = no dilution panic.

> AI optical interconnects are a multi-billion dollar infrastructure problem. If $ALMU platform can become the laser source for co-packaged optics at scale, current valuation looks cheap in hindsight.

> Still ~$400m MC, with a TAM of c$5bn by 2030, leaving huge potential upside.

Long $ALMU.

[JB @JB_Invests]

@futureproof_inv @BULLOFBRITAIN Try not listening to random X accounts next time, do your own research.

[JB @JB_Invests]

@fynnvestor $SIVE is far too expensive, why on earth would you be buying it now?

[JB @JB_Invests]

$SIVE is fundamentally overvalued @aleabitoreddit, regardless of what you say.

[BULL OF BRITAIN @BULLOFBRITAIN]

Guys $SIVE fundamentally, is SUCH A GOOD COMPANY.

Here is 130 tweets about why its the next $LITE

No its got nothing to do with my 1% float. Its because I love finding niché bottlenecks for retail to stick it to the man.

By the way did I mention they are looking at at NASDAQ uplisting. Shareholders should be told by me, not by the company, its fair because of my love for retail.

NO. Its not because of my 1% float $SIVE $SIVE $SIVE

So anyway I will let the price action speak for itself. Just using my voice.

I called it at 5SEK btw. Everything I tweet randomly goes up.

$SIVE might be my greatest thesis to date???

$SIVE is the greatest stock ever.

[JB @JB_Invests]

🚨 Insiders are loading up on $NOK.

For those who don’t know, $NOK have so far:

→ Acquired Infinera to dominate optical networking

→ Landed a $1B investment from NVIDIA

→ Restructured the whole company from legacy telco to AI & data centers

→ Booked €2.4B in orders from AI & Cloud customers

+ this is just the beginning. Insiders are buying. The pivot from legacy telecom to dominate the optical networking + data centre space is real.

Although $NOK have rallied 200%+ in the past year, I can still see them hitting $30 a share by EOY.

Smart money is moving. Are you watching? 👀

[KawzInvests 🦑 @KawzInvests]

$NOK insider buying is going vertical.
In the last 30 days:
> Konstanty Owczarek bought $500K at $15.35 on May 22
> Konstanty Owczarek bought $598K AGAIN at $15.99 on May 26
> CEO Justin Hotard bought €772K at €9.15 on April 28
> Board member Timo Ihamuotila bought €454K the same day
> Four senior managers bought May 15

Seven insiders. $2.5M+ of personal capital. Stock already doubled YTD and they kept buying higher.

Nobody is waiting for a pullback.
$NOK $NVDA $CIEN

[JB @JB_Invests]

@CKCapitalxx Smashing it bro

[JB @JB_Invests]

Looks like $HLIT is going to fly straight past $20 on the open…

+27% in pre market.

[JB @JB_Invests]

@KawzInvests $HLIT to $20 in no time!

[JB @JB_Invests]

@moninvestor The SpaceX angle I really like. My only concern is revenue concentration with SpaceX, which is always a risk.

Having said that I’m sure they won’t be dropped anytime soon..

[JB @JB_Invests]

@KawzInvests $HLIT to $20 in no time!

[JB @JB_Invests]

I’m in $HLIT @ $14.80 per share.

Very intrigued to see how they do. They seem to be picking up lots of traction on X recently.

[Michael Sikand 🦑 @michaelsikand]

I made a high conviction trade into $HLIT on Friday.

Then I spent the long weekend doing the dive.

When I first researched $HLIT back in March, I didn't see the story.

There wasn't a laser or GPU to point at.

But thanks to traders like @BryzonX, @citrini, @CKCapitalxx, and @kevinxu it finally clicked.

The thing that flipped me wasn't the 43% quarter. It was realizing the moat isn't just 95% market share, it's time.

$HLIT's cOS runs the broadband network for basically every major cable operator. To rip Harmonic out, an operator has to run an 18-24 month certification on a replacement before they can even start the switch. Harmonic owns this market into 2028 at the earliest, which happens to be the exact window the whole industry is forced to spend through its biggest upgrade cycle ever. This market isn't hard to win. It's closed.

At first glance, two operators are a material risk at over half of revenue. But on a further look, the business outside those two is growing 78% and just became the majority of bookings for the first time. The single biggest reason to avoid this name is quietly dissolving.

Overall, this cable upgrade isn't some manufactured narrative, it's a legitimate multi year supercycle, and it's undeniably AI adjacent. The same agentic AI and home compute pulling more and more bandwidth through these networks is exactly what forces the spend. $HLIT is the clearest pure play winner of it, and it's still trading in the low 20s forward on FY2027. For a critical infra software monopoly growing 43% yoy, it's still cheap.

Kawz and I just published a short, digestible research report on $HLIT to share our conviction on Substack.

It's all free aside from our model, PTs, and comps analysis.

Average cost $15.76. Also holding some 10/16s $17.5C's. DYOR. NFA.