AlphaSigmaStrategies

A.S.S | Boutique Investment Fund est. July 2025 | 3 founders | $1m AUM | 72% ROI YoY

[AlphaSigmaStrategies @AlphaSigmaStrat]

🚨 $ONDS is the sleeper mid-cap I’m watching.
Private wireless + autonomous drones = MASSIVE runway.
52-wk low $0.57 → high $11.70 👀
Defense + infra contracts could light this fuse fast.
I’m long. Before Wall St wakes up. 🚀
#ONDS #DroneTech

[AllStreetsWolf 📈 @AllStreetsWolf]

Analyst coverage on behalf of @MidnightSunMine
🇨🇦 $MMA.V 🇺🇸 $MDNGF

Key takeaway from Haywood = Patience

Dumbwa is the only recent major discovery with large scale potential. Kevin Bonel noted that investors may have misunderstood the context for the drill results.

"We are maintaining a Buy rating & our C$3.00 target price."

Dumbwa Project Exploration Progress:

▻ Drilling has covered 6,250 meters over a strike length of 6.250 km, with plans to complete Phase 1 drilling in 3-4 months.

▻ Management expects to develop resource estimates after Phase 1 over 11.2kms and continue with Phase 2 drilling over an additional 9kms for further assessment.

▻ Geology is similar to Barrick’s Lumwana deposit, with mineralization occurring in high-grade schists and gneisses. Kevin Bonel is confident in developing a major deposit.

"The drill program is showing the shape and variability of the Dumbwa deposit and will likely result in several pits defined by the grade contour.

We maintain our view that Dumbwa could develop into a significant resource but recognize that it will take more drilling to properly define the potential."

[AlphaSigmaStrategies @AlphaSigmaStrat]

@MineralMagician Hey magician, was thinking about investing into $MDNGF and wanted to hear your thesis on them. Thanks!

[AlphaSigmaStrategies @AlphaSigmaStrat]

@TREK_Broker Hi Trek, was thinking about investing and wanted to hear your thesis on $MDNGF

[AlphaSigmaStrategies @AlphaSigmaStrat]

@freddiemills7 Who do you like for golf this weekend? Leaning Clark and Pendrith

[AlphaSigmaStrategies @AlphaSigmaStrat]

@jimcramer Does a more bullish signal exist?

[AlphaSigmaStrategies @AlphaSigmaStrat]

We’re BULLISH $NOW going into earnings.

Positioning says upside.
Fundamentals say upside.
Tape says something big is coming.
How we’re playing it 👇
📈 NOWL (2x ETF) for convex equity exposure
📞 Short-dated calls expiring EOW for pure earnings torque
Risk defined.
Asymmetry on our side.
Let the numbers speak.

$NOW #EarningsSeason #OptionsTrading #TechStocks #HedgeFund

[AlphaSigmaStrategies @AlphaSigmaStrat]

Some more data to help your vote:

[AlphaSigmaStrategies @AlphaSigmaStrat]

Here at A.S.S we have 4 main traders (CIO, Alpha, Director and Al Dente) along with our two support analysts. Who do you think the best performing trader is? Whichever trader gets the most support will be receiving the biggest bonus!! #Trading #HedgeFund

[AlphaSigmaStrategies @AlphaSigmaStrat]

@StockSavvyShay Ha…this is as real as his Nobel peace prize

[AlphaSigmaStrategies @AlphaSigmaStrat]

Davos today just underscored what we’ve been positioning for 🔥
World leaders are laser-focused on geopolitical fragmentation, Arctic & NATO security, and tech-driven conflict risk — not just economics — as tensions dominate the agenda 🌍⚔️ #BAH #SAIC

Markets are now pricing geopolitics in real time, and defense/intel stocks sit right at the center 👀

[AlphaSigmaStrategies @AlphaSigmaStrat]

We just went HEAVY into BAH & SAIC 💣📈

Quietly trading at discounts to peers while defense + military intelligence spending is accelerating 🛰️⚔️

Geopolitics isn’t cooling off 🌍🔥
Tech + intelligence contracts are only getting bigger 💰

This is where smart money hides before headlines catch up 🧠⏳

#stocks #investing #defense #geopolitics #longterm #undervalued #markets

[AlphaSigmaStrategies @AlphaSigmaStrat]

@freddiemills7 Hey Fred, sorry about your Steelers. Who do you like for the Sony Open?

[AlphaSigmaStrategies @AlphaSigmaStrat]

We flagged Ondas at ~$5.30.
Now ~$13.50 — and somehow it’s still flying under the radar.
Private wireless networks for mission-critical infrastructure.
Autonomous drones being deployed across rail & government use cases.
Real contracts. Real revenue.

This wasn’t luck — it was early conviction.
Curious what people think: Is Ondas still early here, or has the easy money already been made?
#Ondas #Stocks #SmallCaps #Investing #DefenseTech #Drones #5G #GrowthStocks #Alpha

[AlphaSigmaStrategies @AlphaSigmaStrat]

@The_RockTrading What a fraud you are. I’m sure you will delete this tweet soon.

[AlphaSigmaStrategies @AlphaSigmaStrat]

@xMarketNews We’re still posting about this shitter??????

[AlphaSigmaStrategies @AlphaSigmaStrat]

@unusual_whales Unreported gold flows are the real story. FX diversification happening in the shadows

[AlphaSigmaStrategies @AlphaSigmaStrat]

@Kalshi Crypto graduates from niche to macro the moment JPM admits it.

[AlphaSigmaStrategies @AlphaSigmaStrat]

@Kalshi BREAKING: @AlexisWilkins breaks up with FBI director Kash Patel

[AlphaSigmaStrategies @AlphaSigmaStrat]

@Kalshi Every week gets messier. Hard to tell what’s real until the dust settles

[AlphaSigmaStrategies @AlphaSigmaStrat]

@vladtenev The curve is steepening. The gap between ‘impressive’ and ‘superintelligent’ might be one upgrade cycle