⧉ TechForcePros Capital 🚀

Welcome to the investment arm of TechForcePros. 📢 Small and Mid Cap #ArtificialIntelligence #AIDataCenter #QuantumComputing #Robotics #Space #Semiconductors

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

Top 10 (Small-Cap / Mid-Cap) AI / Data Center Stocks per TechForcePros Capital:

1. $VRT — Vertiv Holdings Co
2. $MOD — Modine Manufacturing Co
3. $NVT — nVent Electric plc
4. $CRDO — Credo Technology Group Holding Ltd
5. $NBIS — Nebius Group N.V
6. $APLD — Applied Digital Corporation
7. $INOD — Innodata Inc
8. $NVTS — Navitas Semiconductor Corp
9. $POET — POET Technologies Inc
10. $TSSI — TSS Inc

Honorable Mention:
11. $BBAI — BigBear .ai Holdings Inc

Disclosure: All stocks listed are current holdings of ours. ✅

Take a look at this list. Were there any obvious choices we missed?

📢 Remember to hit the follow button, like this tweet, bookmark it (so you can return often), and retweet this investing idea for the investors in your network! 🦋

#ArtificialIntelligence #AI #Semiconductor #Automation #IndustrialAutomation #MachineLearning #AIDataCenters #CloudComputing #EdgeComputing #QuantumComputing #Robotics #Space #Aerospace #Drones #SMR #IoT #CyberSecurity #WallStreet #StockMarket #Stocks #StocksToBuy #SmallCaps #MidCaps #BuyTheDip

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

Have to reveal my losses to leadership in the speculative portfolio. What should I tell them?

Here are all the stocks that I am down on for the year.

Loses range from 50% to 99% for these. Do you hold any of these too?

$CSAI $QMCO $XTIA $KULR $ATOM $GDYN $KSCP $AI $CCOI

[Brian Roemmele @BrianRoemmele]

The average price of electricity per Kilowatt-hour in the United States.

This is unsustainable.

[The Kobeissi Letter @KobeissiLetter]

The AI Revolution is so massive that electricity prices are moving in a literal straight line higher.

Energy is the new limiting factor to AI growth.

[Jesse Peltan @JessePeltan]

ATTN: U.S. POLICYMAKERS

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

🥵🥵Been a busy week.

Added to current positions in:
👉 $LUNR $RPD $VOYG $RDW $FIVN $CFLT $SOUN $UCTT
👉 Jumped back into $GCT and $UPLD today after selling off previously for gains.

#ArtificialIntelligence #AIDataCenter #QuantumComputing #Robotics #Space #Semiconductors

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

@ValueIsTheKey $INTC is still going to have to trade in foreign markets and will have to claw back share of the CPU market they've lost to $AMD in the decade...

Plus, how much U.S. investment is required for Intel to compete as a GPU foundry against $TSMC?

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

Can someone in the business / finance / accounting / government sector explain to me how taking a 10% stake in Intel | $INTC is not controlling the 'keys of production' and complete Communism?

Thanking you in advance.

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

@ValueIsTheKey That's a really important point.

I think we can all agree on the dangers of cronyism and the need for secure supply chains, especially for critical goods.

It's a tough balance to strike between free markets and national resilience.

[Oyvind Bjerke @BjerkeOy]

LLM adoption rose to 45.9% among US workers as of June/July 2025, according to a Stanford/World Bank survey.

Inference demand will continue to surge, not just from more users and more usage per user, but as newer, more advanced GenAI models require far more inference compute.

Source: The Labor Market Effects of Generative Artificial Intelligence, Stanford University, World Bank

[KULR Technology @KULRTech]

KULR Technology Group (NYSE American: KULR) partners with @AmpriusInc $AMPX and Molicel https://t.co/hgoAmPQ6BV to launch KULR ONE Air for unmanned aircraft systems.

Volume production scheduled for Q4 2025. Read the full release: https://t.co/fnWVdN8fvx

[TechForcePros ⚙👔 @TechForcePros]

#ArtificialIntelligence #AI is taking over #HR #TalentManagement #Recruiting

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

Odd that you can be so present in the small/mid cap space with 0% exposure to the S&P 500... yet, your portfolio of holdings is mirroring the performance of the S&P 500 index.

[KULR Technology @KULRTech]

KULR reports Q2 2025 revenue of $3.97M, up 63% YoY, marking its highest quarterly revenue to date. Net income was $8.14M, driven by Bitcoin holdings performance.

Join the earnings call to learn more:  https://t.co/cqmyoy077D $KULR

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

I defied my boss's directive and took a new position in Voyager Technologies | $VOYG today.

Also tried to time a new position in C3ai| $AI at its lows.
Nailed it! 🔨

Below is an article on Voyager's recent acquisition of Electromagnetic Systems.

https://t.co/rlSNso8J1T.

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

Was told by the boss not to take any new portfolio positions yet.

Have been adding to current positions on weakness:

$ON $VSH $GEO $ACMR $FORM $AVPT $RDW $CFLT $IRDM $POWI

Guess acquiring #RoboTaxi stocks will have to wait: $GRAB $REXR $ARBE

What have you been buying? 🤔

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

We see $DAY | Dayforce as a buy... with upside into the low-to-mid $60s.

“Dayforce’s momentum remained strong through the second quarter, with year-to-date bookings growing over 40% year-over-year,” said David Ossip, Chair and CEO of Dayforce.

Here's a snapshot of earnings:

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

@PodContrarian The air in this balloon has slowly been leaking for 5 years now. 🎈

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

$ICHR – Undervalued semi play?

🔹 Leader in semiconductor equipment components (gas delivery, subsystems)
🔹 Key supplier to $AMAT, $LRCX, $TSMC
🔹 Strong margins (GM ~20%) + improving FCF
🔹 Cyclical rebound in semi capex = tailwinds

-30% YTD – oversold or fundamental risk?

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

➡️ Tanner Houck
➡️ Hunter Dobbins
➡️ Kutter Crawford
➡️Patrick Sandoval

If you've followed the Red Sox | #RedSox for any length of time, have you noticed we always seem to have to rely on free agency?

Been a while since there was a PITCHING prospect.
#RedSoxNation #DirtyWater

[⧉ TechForcePros Capital 🚀 @Small_Cap_Tech]

@RedSox No instant replay required!

[World of Statistics @stats_feed]

Skyscrapers kill over 1 billion birds per year