Stock Croc (Value Investor)

Finding hidden gems/stocks that are quality, competitive edge, undervalue would be a bonus; for my ownself, sharing my journey. Not investment advice

[Stock Croc (Value Investor) @ValueCroc]

Nowhere close to you both, but was an early investor in $PLTR back in 2022 / 23 when nonone cared.

Invested in HBM ( $MU, $DRAM)

Invested in photonics ($AIXA, $TSEM, $VECO, $LITE, $COHR, $CRDO)

Invested in other semis too ($SANM, $KLIC)

Very old investor in some of mag7 including Apple, $GOOGL, $AMZN

Invested in minerals mines (Gold, Copper), now thinking of tungsten

[Stock Croc (Value Investor) @ValueCroc]

Am up 205% on Micron $MU Stock and have been talking about the structural thesis on my socials throughout the journey, well before this run turned into one of the most violent moves in semiconductor history.

But over the last few days, the stock has caught a massive second wind, touching fresh all-time highs. If you’re wondering why the momentum is suddenly accelerating right now, it boils down to two massive real-world data points:

1.The AI Memory Shortage is Being Confirmed by one of the Biggest Buyers on Earth: Apple CEO Tim Cook went to the Wall Street Journal this week and said price increases across its hardware lines are now “unavoidable.” He called the current memory pricing environment a “hundred-year flood” and said he’s never seen anything like it in over 40 years in electronics supply chain management. What’s driving it: hyperscalers—Google, Microsoft, Meta, Amazon, have redirected the memory industry toward AI server buildout, crowding out supply for consumer devices like iPhones and Macs. The entire memory market is in shortage simultaneously. HBM for AI is sold out. Standard DRAM for phones is being starved. Micron has pricing power across the stack.

2.Aggressive Wall Street Re-ratings: We just saw a flood of massive price target upgrades. Major desks including TD Cowen and Deutsche Bank have violently raised their targets into the $1,200 to $1,500 range. Analysts are finally abandoning the old “cyclical commodity” framework and beginning to value MU on a growth-stock multiple, anchored by the structural demand coming out of AI data center infrastructure.

The Big Test: Earnings

The next major catalyst is right around the corner. Micron is confirmed to report its fiscal Q3 2026 earnings on Wednesday, June 24, after the market close.

Expectations are exceptionally high. Micron itself guided for record revenue of $33.5 billion this quarter a number that, on its own, exceeds every full-year revenue figure in the company’s history through fiscal 2024. Gross margin guidance sits at approximately 81%. The real metric to watch beyond the headline print will be management’s commentary on supply visibility and pricing dynamics heading into 2027, as the market tries to gauge how long this cycle has left to run.

The memory supply crunch is real, it’s broadening, and it’s not going away anytime soon. Stay tuned for a full breakdown post-earnings next week. 🐊

[Stock Croc (Value Investor) @ValueCroc]

@ShiningScience Well the poster says turn off until upper grades, which is not what you are claiming, what am I missing

[Stock Croc (Value Investor) @ValueCroc]

AMPG my Fav. 6G / Space Satelites Play Shocked the Telecom World Again Today: The O-RAN PlugFest Changes Everything And Stock is on Fire 🔥

That one of my investments which I have talked about in the past as well 💪, $AMPG, is up 37% today (including after-hours) and is up 137% YTD.

The bull case for this company is its massive operating leverage as the only domestic, pure-play provider of high-performance hardware critical to the AI-driven 5G/6G infrastructure and open wireless network cycles.

But the massive spike today came from an industry showcase event, known as PlugFest, where all the best participated. AMPG’s tech was unmatched and they were the best. In technical jargons, their CEO Fawad Maqbool said, “We were the only 64T64R radio in that PlugFest.” I will simply translate it that their tech was unmatched plus they have US manufactured edge vs other companies.

The thing that originally excited me to buy this stock was their interoperability with different techs, and they once again successfully demonstrated interoperability with equipment from multiple vendors in live testing environments before major global telecom names, including AT&T (T), Deutsche Telekom, Korea Telecom, LG Uplus, Orange, and Rakuten Mobile. 

Zoom Out And Going Back to Thesis: $AMPG is it a Space Play or a 6G Play?

The short answer is both. And the intersection of the two is exactly where the long-term future of the company sits. To see where the ultimate value gets unlocked, you have to look at how their two core divisions are converging.

The Space Play (The Cash-Cow Foundation): AmpliTech’s historical claim to fame is their proprietary Low Noise Amplifier (LNA) technology. They hold patents on cryogenic and space-grade amplifiers that clean up weak, distorted signals beaming down from Low Earth Orbit (LEO) satellite constellations to ground stations without adding background static. This delivers a steady, high-margin revenue base from the satellite communication (SatCom) and defense sectors. 

The 6G Play (The Growth Engine): While the space side handles signals from the sky, their Open RAN (O-RAN) division handles signals on the ground. True 6G architecture will operate at ultra-high frequencies (sub-THz bands). These frequencies suffer from massive signal blockage and fade over short distances. Surviving this requires exactly what AmpliTech specializes in: ultra-low-noise chip architecture coupled with dense antenna arrays to handle precise beamforming. By bringing the only 64T64R massive MIMO radio platform to PlugFest, they proved they can handle this density while plugging cleanly into third-party equipment.

Where the Ultimate Future Lies: "Non-Terrestrial Networks" (NTN)

The ultimate trajectory for wireless infrastructure is the native integration of terrestrial cellular networks with satellite networks a concept known as Non-Terrestrial Networks (NTN).

In the coming years, major telecom operators want consumer handsets to seamlessly switch from a ground-based 6G tower to an overhead satellite without losing a single packet of data. Because AmpliTech dominates the underlying low-noise hardware required for both ends of that bridge the massive MIMO arrays on the ground and the satellite transceivers in space they sit on a unique real estate monopoly across the hybrid ecosystem.

They aren't just betting on cell tower rollout schedules or satellite launch windows; they are betting on the fundamental physics of high-frequency signal propagation. Wherever wireless spectrum goes higher, background noise must go lower. That is Fawad Maqbool's home turf.

Disclaimer: I hold a long position in $AMPG. This post reflects my personal investment thesis and research,not financial or investment advice. Micro-cap equities carry significant volatility, liquidity risks, and structural hazards; always perform your own due diligence before putting capital to work. The post is bullish, so take it with a pinch of salt or may be with heaps of salt

[Stock Croc (Value Investor) @ValueCroc]

BlackBerry: A Physical AI Play (AI + Robotics)

Many people still think of BlackBerry $BB as a dead phone company with a physical keyboard, and are entirely missing the plot. That legacy is ancient history. Today, BlackBerry is an enterprise software business experiencing a massive structural turnaround, emerging from years of restructuring to post positive full-year GAAP net income and a strong 76% gross margin. 

While its secure communications unit stabilizes, the true alpha engine here is its IoT division, anchored by the QNX operating system. Already embedded in more than 275 million vehicles worldwide, QNX is expanding rapidly into autonomous machinery. 

The core of the bull case rests on BlackBerry's status as a deep-rooted partner of NVIDIA. This relationship is absolutely critical for the rollout of physical AI. NVIDIA provides the raw, massive computational horsepower required for perception and deep learning, but regulated, high-stakes environments cannot afford software instability or a system crash. 

By integrating BlackBerry's deterministic QNX OS for Safety 8.0 directly into NVIDIA’s IGX Thor platform and Halos Safety Stack, the architecture achieves a crucial balance. NVIDIA drives the heavy-lifting AI intelligence; BlackBerry guarantees the certified functional safety required for mission-critical edge applications. 

This technical integration positions BlackBerry perfectly to win key designs as industries scale out advanced robotics, automated medical devices, and factory automation. As these complex physical AI platforms move into production, BlackBerry stands to capture highly predictable, high-margin royalty revenue backed by a QNX royalty backlog that has already climbed to $950 million. 

Disclaimer: This post is for informational purposes only and does not constitute financial investment advice. Always conduct your own thorough research.

[Stock Croc (Value Investor) @ValueCroc]

$ADEA is catching serious heat 🔥, is green on a day when many other names are red.

The more I research, more I like this one. 🐊

( not financial advice, dyor)

[Stock Croc (Value Investor) @ValueCroc]

$ADEA: Already In, Considering Adding

In short it is a patent licensing royalty machine, having about 1100 patents specifically around hybrid bonding and is getting re-rating as a semi stock, rather than a traditional media company, which is part of business.

I’ve held Adeia for a while now and have been watching developments closely enough that I want to lay out where I think the thesis stands both the good and the uncomfortable as I think about adding a little more at current levels.

For those unfamiliar, Adeia is an IP licensing business split across two verticals:

A) semiconductor technologies including hybrid bonding and 3D integration, and

b) media/entertainment IP covering content discovery, recommendation, and delivery.

The business is asset-light by design. You’re essentially buying a royalty stream.

But here is the most beautiful thing, this could be a very good memory play, as their patents include hybrid bonding.

The bull case rests on a few things converging.

🐊On the semiconductor side, the hybrid bonding IP is quietly well-positioned for the AI infrastructure buildout.

🐊 Advanced packaging die-to-wafer, wafer-to-wafer stacking is not optional for HBM, chiplets, and the kind of 3D integration that AI accelerators demand. The UMC collaboration expanding in hybrid bonding and the AMD licensing deal both suggest this isn’t theoretical optionality people are paying for it.

The bear case is real though.

🐊CEO Paul Davis is stepping down by Q4 2026 and the board has launched a search process leadership transitions at IP companies are binary events.

🐊A new CEO who favors settlement over litigation, or who decides to pivot strategy, can reprice the stock quickly. The litigation-heavy model is also a double-edged sword: 2026 guidance flagged non-GAAP operating expenses of $184 to $192 million to support broad IP portfolio protection, and if major infringement cases or long-term renewals drag, that’s cash out the door before any recovery.

🐊The media IP vertical is in structural decline on the linear TV side, and while OTT is growing, it’s also a more competitive licensing environment Netflix, Disney, and others are not passive counterparties.

🐊Finally, coverage is thin only four analysts cover the stock, though the consensus sits at Strong Buy with a price target averaging around $37 which means both that the market hasn’t fully discovered this and that there’s limited institutional support if sentiment turns.

I’m not making a large move, but the valuation, cash generation, and semiconductor IP angle make me want a little more exposure ahead of any re-rating. Still watching the CEO transition carefully.

Disclaimer: Not a financial advice, dyor, even though I shared Bear case, but please note my post is bullish in nature, and most importantly, I might buy and sell and might not share that on socials.

[Stock Croc (Value Investor) @ValueCroc]

$ADEA: Already In, Considering Adding

In short it is a patent licensing royalty machine, having about 1100 patents specifically around hybrid bonding and is getting re-rating as a semi stock, rather than a traditional media company, which is part of business.

I’ve held Adeia for a while now and have been watching developments closely enough that I want to lay out where I think the thesis stands both the good and the uncomfortable as I think about adding a little more at current levels.

For those unfamiliar, Adeia is an IP licensing business split across two verticals:

A) semiconductor technologies including hybrid bonding and 3D integration, and

b) media/entertainment IP covering content discovery, recommendation, and delivery.

The business is asset-light by design. You’re essentially buying a royalty stream.

But here is the most beautiful thing, this could be a very good memory play, as their patents include hybrid bonding.

The bull case rests on a few things converging.

🐊On the semiconductor side, the hybrid bonding IP is quietly well-positioned for the AI infrastructure buildout.

🐊 Advanced packaging die-to-wafer, wafer-to-wafer stacking is not optional for HBM, chiplets, and the kind of 3D integration that AI accelerators demand. The UMC collaboration expanding in hybrid bonding and the AMD licensing deal both suggest this isn’t theoretical optionality people are paying for it.

The bear case is real though.

🐊CEO Paul Davis is stepping down by Q4 2026 and the board has launched a search process leadership transitions at IP companies are binary events.

🐊A new CEO who favors settlement over litigation, or who decides to pivot strategy, can reprice the stock quickly. The litigation-heavy model is also a double-edged sword: 2026 guidance flagged non-GAAP operating expenses of $184 to $192 million to support broad IP portfolio protection, and if major infringement cases or long-term renewals drag, that’s cash out the door before any recovery.

🐊The media IP vertical is in structural decline on the linear TV side, and while OTT is growing, it’s also a more competitive licensing environment Netflix, Disney, and others are not passive counterparties.

🐊Finally, coverage is thin only four analysts cover the stock, though the consensus sits at Strong Buy with a price target averaging around $37 which means both that the market hasn’t fully discovered this and that there’s limited institutional support if sentiment turns.

I’m not making a large move, but the valuation, cash generation, and semiconductor IP angle make me want a little more exposure ahead of any re-rating. Still watching the CEO transition carefully.

Disclaimer: Not a financial advice, dyor, even though I shared Bear case, but please note my post is bullish in nature, and most importantly, I might buy and sell and might not share that on socials.

[Stock Croc (Value Investor) @ValueCroc]

@KobeissiLetter I have been talking about $MU stock in my community for a long time now, some pretty gains that I and hopefully my community have.

[Stock Croc (Value Investor) @ValueCroc]

@moninvestor Am with you, was significantly down on $NUAI, but can see green shoots now 💪🐊

[Stock Croc (Value Investor) @ValueCroc]

Several of my positions are on fire today 🔥, but two worth mentioning are $AMPG and $SKM, both absolutely ripping as the market finally wakes up to what we saw months ago.

Here is the bull case in one sentence: We are sitting on an explosive infrastructure inflection point, driven by AmpliTech's advanced 5G hardware commercialization and SK Telecom's massive pivot into AI data centers and strategic Anthropic equity.

This croc 🐊 buys the foundational plumbing before the rest of the street even notices the building going up.

Disclaimer: Not financial advice. Positions held. Do your own research.

[Stock Croc (Value Investor) @ValueCroc]

I wrote about $SKM back on 12 April, as a backdoor way to invest in anthropic (claude), and my position is on fire today with +19% gain (approx) in one day😳 and 116% YTD.

29% upside in few weeks is not too bad 🙂🐊.

Not financial advice.

[Stock Croc (Value Investor) @ValueCroc]

Anthropic Mythos… how to invest?

Two hidden gem stocks in particular that might benefit from all the hype about Claude, as they are invested in Anthropic.

Look we all know Anthropic is not a listed company and we all want to benefit from this huge financial success, but how do we do that?

And more importantly with all the hype around Anthropic’s new model Mythos, there are some small companies who are invested in Anthropic that might significantly benefit.

Which are these companies, its covered below for free in my substack post, and I invested in one of these companies.

The companies are … drum roll please $SKM and $ZM.

For detailed logic … read my post below, its free… I cannot rewrite entire thing here on X, hence please refer to the link.

https://t.co/1JyyN8hwmx

[Stock Croc (Value Investor) @ValueCroc]

$AMPG position is on fire 🔥

[Stock Croc (Value Investor) @ValueCroc]

@Sam_Badawi Welcome to $AMPG have been holding this for some time … agree with your thesis

[Stock Croc (Value Investor) @ValueCroc]

@pennycheck 100% - need to unfollow people who create fomo! Key question to ask is that are we building a financial fortress or a house of cards ✌️

[Stock Croc (Value Investor) @ValueCroc]

@SayNoToTrading I hold $AMBA

[Stock Croc (Value Investor) @ValueCroc]

$CPSH, 220% in past 5 days, I wrote about this on my socials on 28 jan and 30 jan.
Massive gain. 💪

[Stock Croc (Value Investor) @ValueCroc]

@Vmaxpax Am invested in $CPSH ..: would love to read your thesis, if it is in written in detail.

[Stock Croc (Value Investor) @ValueCroc]

@ParadisLabs @KawzInvests Good work mate 💪

[Stock Croc (Value Investor) @ValueCroc]

The Street loves a good turnaround, but most are just hype. Harmonic ($HLIT) is different. They are shedding their 'legacy hardware' skin to become a pure-play broadband intelligence firm. I spent the weekend digging into the math, their latest earnings call that led to the excitement, the growth, and the risks behind their 'Strategic Metamorphosis.' Here is my full breakdown:

https://t.co/BG8piWB3l6

[Stock Croc (Value Investor) @ValueCroc]

@Sam_Badawi You can give me a shout, my calls have been pretty solid, if you go thru my tweets and their timings

[Stock Croc (Value Investor) @ValueCroc]

@Sam_Badawi 🤣 true… was in a deep red,and now in a very good geen 💪