Liquid Seventeen Capital

[Matt Turck @mattturck]

Smart glasses and goggles, a history:

Silicon Valley, 2013 (Google): “you really want this”
Everyone: “no we don’t”

Silicon Valley, 2016 (Microsoft): “ok but what if it’s for the enterprise”
Enterprise: “maybe, but also, no”

Silicon Valley, 2023 (Meta): “ok but what if they look normal and have AI”
Everyone: “wait… maybe? … Actually, no”

Silicon Valley, 2024 (Apple): “ok but what if it’s $3,499 and covers your whole face”
Everyone: “absolutely not”

Silicon Valley, 2026 (Snap): “ok but this time for real”
Everyone: “we admire the persistence but still no”

[Burnside @BurnsideWasTosh]

"Hands up if you've ever run a business."

[Liquid Seventeen Capital @LiquidSeventeen]

Big_beautiful_deal_finaldraft_Final_v367

[unusual_whales @unusual_whales]

BREAKING: U.S., Iran agree on roadmap for final deal and plan to end military operations in Lebanon, per CNBC

[Junior Mining Network @JrMiningNetwork]

Kootenay Silver Announces Positive PEA with a US$763 Million After-Tax NPV & 41% IRR for La Cigarra Silver Project $KTN.V https://t.co/WFIdB401Lv

[Liquid Seventeen Capital @LiquidSeventeen]

You make more money than SpaceX.

Let that sink in.

$SPCX

[Ehrmantraut Capital @EhrmantrautCap_]

@chinoalemano $AMPG is still so early. Massive potential.

[Ehrmantraut Capital @EhrmantrautCap_]

This is absolutely insane.

Instead of taking a loss on their shorts, shorters have actually increased the amount of shares short in $AMPG. 7.293 million shares short, or almost 33% of the float.

So now we are looking at a fundamentally strong company, with a healthy balance sheet, a list of high-quality customers and partnerships, a great moat, and a lot of shorts that are now trapped.

No mercy for the shorters.

Credits to @ROIRecruiter for the picture.

[Ehrmantraut Capital @EhrmantrautCap_]

Everyone who thinks $AMPG is just hype, forgets that $AMPG:

- Trades at 4.4x 2026 revenue ($50m), as per management's guidance. Management guided for $25m for the full year 2025, and that indeed happened. They don't underdeliver.

- Had a gross margin of 48% in Q1, and this gross margin will most likely continue to improve towards 55-60% in the coming years.

- Has revenue in different segments, including O-RAN/5G, quantum, SATCOM/space communications equipment and defense.

- Will most likely grow its revenue at a CAGR of 25-30% (could be more) from now until atleast 2030.

- Has active LOIs and POs from TELUS. We now know thanks to the article shared by @Lonsdale171255 (https://t.co/pt8UDPbhWN) that $AMPG could do atleast $300 million cumulative revenue from here to 2029, from TELUS alone.

The fundamentals check out very well, for a microcap stock that has a market value of less than $220 million. I have seen companies with much worse fundamentals trade above $1 billion market cap.

[Liquid Seventeen Capital @LiquidSeventeen]

@CasinoCapital I didn’t either. Happy to sit this ludicrous situation out and watch.

[ChinoAleman @chinoalemano]

Matt's right, and it's wilder than it looks.

Straight from $AMPG's own website, the names on its customer wall: NVIDIA, $AMZN, $IBM, Boeing, Lockheed Martin, Northrop Grumman, L3Harris, Fujitsu, HTC, Globecomm, and more.

For a sub-1-billion company, that roster belongs to something 50x the size.

Now, fair framing: that wall spans all of AMPG's divisions and years, including its distribution arm, so it shows who they've worked with, not the size of every single deal. I'll always say the honest version.

But here's why it still matters enormously: you don't land Lockheed, Northrop, L3Harris and Boeing by accident.

Defense and aerospace primes don't hand out relationships, they put you through years of qualification, audits, and trust-building before you're in.

That's a moat you can't fake or buy.

So when a sub-1-billion company has already cleared that bar, and has NVIDIA and Amazon showing up on the same wall...

The question isn't "why so many big names?"

It's "why is the market still pricing this like it's nobody?"

That gap is the opportunity.

Not financial advice. I'm long $AMPG. DYOR. 📡

[leki ⚔️ @mkfilko]

$AMPG TA Update 110626

This stock is one of the rare few that has both fundamentals and technicals aligned. A very rare set up.

Based on options positioning, we will likely get stopped at $10 today. But this is what I see now, it may change based on price action and dealer positioning. So if we past $9.62, the ideal scenario is for it to hold it as support.

Afterwards, we can talk about trying $14.81 and $20 (would you look at that, the 3.618 is a nice round $20).

Bullish stack still in play, volume still coming in healthy. This probably wants higher imo.

[SandemanStocks @Sandeman52]

$NBIS so why is joining the NASDAQ 100 a big deal? Here is the answer (AI):

When a stock joins the Nasdaq-100 Index, it is usually a significant positive event because it means the company is now one of the 100 largest non-financial companies listed on the Nasdaq Stock Market.

Here is why investors care:

1. Index Funds Must Buy It

Hundreds of billions of dollars track the Nasdaq-100 through funds like Invesco QQQ Trust.

When a company is added:

QQQ and other Nasdaq-100 funds are forced to buy shares.
This creates immediate demand.
The stock often rises before and around the inclusion date.

2. More Institutional Ownership

Many pension funds, mutual funds, and quantitative funds only buy companies in major indexes.

Joining the Nasdaq-100:

Increases visibility.
Improves liquidity.
Brings in long-term institutional investors.

3. Signals the Company Has Reached a New Tier

Companies typically need:

Large market capitalization
Strong trading volume
Exchange listing requirements

Being added is a sign the market views the company as a major technology or growth company.

4. Can Reduce Volatility Over Time

Because large passive funds own the stock, there is often a more stable shareholder base.

For NBIS Specifically

If Nebius Group qualifies for the Nasdaq-100, it would likely:

Trigger substantial passive buying.
Increase institutional ownership.
Put NBIS alongside companies like NVIDIA Corporation, Microsoft Corporation, and https://t.co/STyLcjLUIk, Inc. in one of the world’s most followed growth indexes.

For a fast-growing company, Nasdaq-100 inclusion is often viewed as a milestone that confirms it has entered the ranks of major public technology companies.

[Daniel Koss @daniel_koss]

$NBIS added to the NASDAQ 100

OH BABY, WHAT A HEADLINE TO WAKE UP TO! 🤩

Good morning to the shorts.

[Liquid Seventeen Capital @LiquidSeventeen]

Please can we all get back to acknowledging each other with a raise of the hand when we let each other through when driving

[The Chairman's Ledger @ChairmansLedger]

$AMPG is quickly becoming one of my favorite companies.

At today’s high, it was up 78% since I posted my entry.

This is how I actually underwrite companies before I care about the stock.

Start with the basics.

Q: What do they do?

A: They amplify signals.

Q: What does that mean?

A: In the real world, important signals are often weak, noisy, or hard to detect. Satellites, Defense systems. 5G networks. Quantum computers. Space. Radar. Comms. AI-RAN. The signal is there, but it needs to be heard clearly.

Q: Why is that interesting?

A: Because the world is moving toward more connectivity, more data, more spectrum, more satellites, more defense systems, and eventually more quantum infrastructure. All of that needs better signal quality.

Q: So is this just another small tech story?

A: Maybe. But I don’t think so. What interests me most is not just the product. It’s the persistence. This company has been working on RF, microwave and low-noise amplifier technology for decades. Most companies would have died. Most teams would have quit. They didn’t. That matters to me.

Everyone loves the overnight success story. I usually prefer the company that spent 20+ years getting technically dangerous before the market noticed.

Q: Why does the team matter so much?

A: Because the tech gets you into the arena. The team determines whether you survive long enough for the opportunity to arrive.

Think about $NOK or $SSNLF/Samsung.

At different points, people thought they were dead, finished, too old, too slow, practically irrelevant.

Then the world changed again.

And the same boring persistence that made them look outdated suddenly became an advantage.

I love companies that refuse to die, keep building, and then wake up one day in front of much bigger end markets than the ones they started in. The team matters most to me. The technology backs it up. And now the market is starting to notice.

AI has given a lot of companies another chance to win. I think $AMPG wins.

[Liquid Seventeen Capital @LiquidSeventeen]

When institutions change their rules to allow more retail into the thing

When your broker initialises spam with relentless adverts for the thing

When your Uber driver increases some loan to buy more of the thing

Just avoid the thing 🍿

$SPCX

[Pep Invest @PepInvestStocks]

$AMPG - Let this sink in: ONE single customer. ONE single project brings in potentially 3x the current market cap in revenue.

Now imagine what happens when the next tech giants start lining up because they realize they can't scale without $AMPG tech.

The risk-to-reward ratio here is completely asymmetric.

We are watching a micro-cap transform into an infrastructure monster in real-time.

[Johan N. @rk8215]

Did you listen, anon?

​Jokes aside, if you invested in $AMPG when my article was released, you would be up almost 60%.

​If you did buy, do not thank me. You did a great investment decision. Pat yourself on the back.

Congratulations $AMPG gang.

Lets ride! 🔥🚀

[Seth Rosen @sethrosen]

I just open sourced my "Is this slop?" simple test

[Babyfolio @babyfolio]

Anthropic released Fable 5 yesterday, their first public Mythos-class model.

And almost immediately, users started running into rate limits as demand overwhelmed available compute.

The takeaway here isn't that Fable 5 has issues.

It's that the hunger for compute is very real.

Every new generation of frontier models seems to push infrastructure requirements even higher, not lower.

That's one of the reasons I continue to believe a 1GW-scale deal for $NBIS is highly likely over the coming months.

The demand for AI compute isn't slowing down.

If anything, it's accelerating, make sure you're positioned accordingly.

Ignore the noise, follow the facts.