Rodrigo Lezama

Entrepreneur & Investor

[GrumpierByTheDay @GrumpierBTDay]

When asked about who among fintwit greats I've learned the most from, the answer is easy: @majgeoinvesting

If you're a retail investor, and have benefited from this incredible AI bull run, I can't think of a better way to upgrade your skillset and your process than to study what Maj is doing.

He'll show you that multibaggers sometimes come from unexpected places, market-beating returns can be sustained without hype, and that a thorough process will alert you to opportunities that almost nobody else knows exists.

Sooner or later this power trend will end, and when it does, you'll be glad for having a broader skillset.

[Rodrigo Lezama @RodrigoLezama7]

@InvestorMexican a ver si asi jalan 😂🙏🏼

[Rodrigo Lezama @RodrigoLezama7]

Entered 3 new trades today

$AIRG $SBC $TIGR

[Rodrigo Lezama @RodrigoLezama7]

@joinyellowbrick @david_katunaric 👍👍

[Rodrigo Lezama @RodrigoLezama7]

$PPIH just announced $67M in new Q2 orders. Backlog trajectory tells the whole story: $121.6M (Jan) → $136.5M (Apr) → probably all-time high right now.

https://t.co/LeyTfUSQui

[Trent Blair @TrentBlair19]

$SIF Seems pretty undervalued. Just over 10x annualized PE on strong growth in a good sector.

[Rodrigo Lezama @RodrigoLezama7]

This was one of the first companies I bought when I started investing ~3 yrs ago… and the one that got me into @MicroCapClub. Still holding tho 🙏🏼

[MicroCapClub @MicroCapClub]

Congrats to members @matthew_d93 and @RodrigoLezama7 on $TTZ.V

+662%

👏👏👏

[Rodrigo Lezama @RodrigoLezama7]

@Daniel___Gordon 👏🏼👏🏼 venga!! Gracias por tus palabras

[Rodrigo Lezama @RodrigoLezama7]

$HMM.A posted another record quarter.
Q2 sales +19% to C$85M, EPS C$0.64 vs C$0.34 last year, adjusted EBITDA C$13.5M.
The EBITDA margin ramp keeps going: 11.6% to 14.2% to 15.9% over the last three quarters.

https://t.co/wj5RVZ2Dz3

[Rodrigo Lezama @RodrigoLezama7]

“The perversity of risk” — Howard Marks

Risk is highest when risk tolerance is most extreme.

Look at today: people defend AI and hot names like they can’t possibly lose. Zero fear. Pure conviction.

When nobody sees the risk… that’s exactly where the risk is.

[Rodrigo Lezama @RodrigoLezama7]

We can’t control the market we’re in. We can only adapt to it.
There’s a time to be aggressive, and a time to be conservative.

[Rodrigo Lezama @RodrigoLezama7]

@majgeoinvesting @InfoArbMonitor @MicroCapHound Load up on $MOJO

[Rodrigo Lezama @RodrigoLezama7]

@majgeoinvesting @InfoArbMonitor I was waiting for that pullback too. Listened to the CC… $150M at a 30% op margin is definitely a $100 stock. I regret closing my position, it hurts my soul 😂😂

[A.I. Bruv 🕊 @tweetatmehomie]

$WGS is cheapest dx stonk at the moment
$PSNL $GH $NTRA $ADPT $BLLN $TEM $VCYT

[Rodrigo Lezama @RodrigoLezama7]

@majgeoinvesting @InfoArbMonitor Bought more yesterday $OCC and $TPC >10% position each.. margin call soon?? 😂😂

[Rodrigo Lezama @RodrigoLezama7]

Buenos resultados
$JRSH

[Dr Microcap @MicrocapDr]

$PPIH is exactly the kind of small-cap selloff I try not to overreact to.

The headline Q1 looked ugly because EPS and net income were down hard, and the market treated it like a thesis break. I don’t think that is the right read.

This was a messy project-timing, mix, and ramp-cost quarter, not a demand problem.

The issues behind this lumpy quarter were specific and anticipated: MENA timing delays, product mix, Canada seasonality, Ohio/Qatar ramp costs, and higher SOX/professional expenses. Annoying, yes. But not the same as customers walking away or the market disappearing.

The key details I care about:

✅Backlog increased to $136.5M
✅Management said no projects were cancelled
✅They still expect FY26 revenue and net income growth vs FY25
✅Backlog includes contributions from AI/data center projects in North America
✅Ohio facility ramp gives them better U.S. capacity at a time when data center, district energy, and engineered infrastructure demand is accelerating

That last point matters. $PPIH is not a generic pipe company. It makes engineered piping, leak detection, insulation, containment, anti-corrosion systems, and district energy infrastructure. Maybe boring but mission-critical stuff.

AI data centers are not just GPUs. They need power, cooling, thermal systems, water, redundancy, and infrastructure that actually works. $PPIH is one of the tiny public ways to get exposure to that physical layer.

The number I’m actually watching now is gross margin.
It went from roughly 36% to 29% this quarter because of ramp costs and mix. If gross margin recovers next quarter, the timing and ramp-cost explanation holds. If it does not, then “timing” quietly becomes “structural margin pressure,” and that, not demand, is what would change my mind.

I’m not pretending this is a smooth quarterly compounder. It is a lumpy project business. You have to underwrite backlog, execution, and margin recovery, not just one quarter’s EPS.

For now, I am treating the selloff as a chance to be patient, not a reason to abandon the thesis.

Disclosure: I am long $PPIH and may add, reduce, or sell at any time without notice. Not investment advice. Do your own work. Small caps are volatile and can be illiquid.

[bargainbinstocks @bargainbinstock]

$TTZ.V $TTLTF

Military Moves Forward with Field Trial of Border Surveillance System

https://t.co/lQZm15XtvF

[Rodrigo Lezama @RodrigoLezama7]

@majgeoinvesting Bienvenido 🇲🇽

[Rodrigo Lezama @RodrigoLezama7]

@GrumpierBTDay Nice! 🤝🤝