Kiselina

[Douglas Carswell🇬🇧🇺🇸 @DouglasCarswell]

Do follow this. Such a welcome contrast to the doom mongering

[CK Capital @CKCapitalxx]

The humanoid and physical AI re rate is going to be violent and fast.

Gonna be a fun one to watch.

[evolite @Evolite90]

Bought $AMPG after the ~33% drop.

I rarely buy stocks. If you look through my handle, you’ll see I make very few picks — and the track record speaks for itself.

I’m adding $AMPG here because I think the market is overreacting.

The herd was expecting amazing Q2 results, which is unrealistic for a micro-cap. Once X started spreading fear, everyone rushed to sell into low liquidity, creating what I believe is an amazing opportunity for patient investors willing to wait a few months for a potential re-rating in the next quarter.

Yes, revenue came in below expectations, and management pulled the specific $50M FY26 target. That matters.

But the bigger picture:

• Q2 revenue +51% sequentially to $8.07M
• Gross profit +161% YoY
• Gross margin expanded massively YoY
• ~$6M of follow-on orders received in July
• Balance sheet strengthened by ~$20M net from the rights offering
• $76M reseller LOI is still active
• Management expects a stronger H2
The key issue appears to be deployment/shipment timing, not the cancellation of the underlying opportunities.
At ~$3.95, I’m willing to bet that the market has already priced in a lot of the bad news.
This is a high-risk small cap, but the risk/reward here is extremely interesting to me.
I’m holding $AMPG with a 6-month thesis.
Base case: $7–8.
That’s ~100% upside on the table in the near future.

Let’s see how it plays out

[Johan N. @rk8215]

$AMPG I agree a lot with post. After sleeping over this ER report, I think things looked more bleak than they really were last night.

AmpliTech has lots of cash, still a lot of revenue coming this year and no cancellations on orders, LOIs etc. Macro tailwinds are still there.

[Serenity @aleabitoreddit]

Donald Trump signs a proclamation to strengthen US supply chains for drones.

Benefiting U.S. drone component suppliers like $UMAC to UAS manufacturers like $ONDS + $RCAT.

TLDR, 100% tariffs on:
- UAS docking stations + certain critical components
- certain parts for >25 kg drones
- Drones >25 kg

25% tariffs on:
- broader components

UAS = Unmanned Aircraft System (don't have any positions in any above)

[Kalshi @Kalshi]

JUST IN: Bank of America to invest $250 billion across AI data centers, semiconductors, energy storage and critical minerals

[Kiselina @Kiselina69]

@AdamoMancino The call is so bullish. Hope the dip stays until market open tomorrow

[Kiselina @Kiselina69]

@realLigerCub @AdamoMancino

The customers from the call most likely McDonalds and Mondelez 👀

[Kiselina @Kiselina69]

Bad day to be a Burry

[The Tech Investor @TheTechInvest]

JUST IN: BANK OF AMERICA TO DEPLOY $250B THROUGH MID-2027 ACROSS AI DATA CENTERS, SEMICONDUCTORS, ENERGY, ETC.

[Kiselina @Kiselina69]

@LogicalThesis $WATT- over the air wireless power transmitters that keep battery-free sensors running without ever swapping a battery amazon customer
Q1’26 rev $3.1M (+799% YoY), 5th straight growth qtr. GM 27%→36%. Net loss –51%. $36.6M cash, no debt. 10 retailer live in 1,500 of 4,700 sites.

[Kiselina @Kiselina69]

@jukan05 $ats.vi is going to eat

[Geiger Capital @Geiger_Capital]

No one is ready for the Robotics bull run.

[Kiselina @Kiselina69]

@HeidingOut @LevelVinny Iran “no deal” with trump while hes in office. I suppose thats the “news”

[Retail Mourinho @retail_mourinho]

WARREN BUFFETT IS BUYING STOCKS AND YOU ARE BEARISH??

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Berkshire Hathaway has begun deploying the $397.4 billion cash pile that Warren Buffett accumulated for 14 consecutive quarters.

Details include:

1. Instead of continuing stock sales, Berkshire was a net buyer of equities in Q2 with $19.8 billion in net purchases

2. Berkshire now holds $364.7 billion in cash and cash equivalents

3. The company invested $10 billion in Alphabet, $GOOGL, during Q2 in addition to acquiring Taylor Morrison Home for $6.8 billion

4. Berkshire bought $23.5 billion of equity securities during in Q2 and sold $3.7 billion in the same period

Berkshire Hathaway appears to be leaning bullish again.

[The Kobeissi Letter @KobeissiLetter]

Most people don't realize how big of a growth wave we are currently experiencing.

So far, with 88% of S&P 500 companies reporting earnings, the index has posted +50.4% growth in earnings year-over-year.

To put this into perspective, the already astronomical expectation of +23.1% growth has been more than doubled.

This will mark the 2nd consecutive quarter of earnings growth above +25% and the 7th consecutive quarter of double-digit earnings growth for the S&P 500.

The last time growth was this strong was in Q2 2021 as the US economy emerged from the pandemic and $4+ trillion in stimulus was handed out.

We are arguably in the midst of the biggest technological revolution in US history.

The data is absolutely insane.

[KawzInvests @KawzInvests]

$AAOI "In Q four. I synthetic accuracy we should be able to deliver ourselves more than. $500 million revenue." 💥

[KawzInvests @KawzInvests]

$AAOI guided Q2 capacity to approach 150,000 units per month on the Q1 call. Murry said today they are approaching 200,000.

"Currently, our total manufacturing capacity is approaching 200,000 units per month, up from nearly 100,000 units per month of 800G and 1.6T capacity at the end of Q1."

Roughly 30% ahead of their own plan, and monthly capacity doubled off the nearly 100,000 they exited Q1 at.

Lin said demand runs 20 to 40% above what they can build and that capacity is booked through Q2 2027.

Haven't seen a single post about this yet...

Full breakdown of the quarter below! $AAOI $LITE $COHR