John Goranson

Believer and investor. Still struggling with fear and myself.

[John Goranson @john_goranson]

@pequityresearch Hammond Power Solutions (TSX: HPS.A). Power distribution transformers for server racks.

[Michael | Hypermarkets @itsmichaelluu]

1 year ago, SNDK was under $30, its up 5200% at $1560.

SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.

Right now, there's 7 companies under $30 exactly like SNDK:

1. $POET — $11.19 🎯 PT: $80
Optical interconnects that replace copper inside AI data centers.

Customers: Lite-On, $SMTC, NTT now targeting Marvell's ecosystem

Catalyst: Malaysia plant ramping 30,000+ Infinity optical engines in 2026

2. $NOK — $12.82 🎯 PT: $15
5G + optical networking backbone for every hyperscaler buildout.

Customers: Amazon, Google, Microsoft €1B in orders from them in Q1 alone

Catalyst: Raised optical network growth outlook to 18–20% on exploding AI demand

3. $EOSE — $8.70 🎯 PT: $30
American-made zinc batteries powering the grid AI data centers drain.

Customers: Utilities, IPPs, CAISO & ERCOT grid operators

Catalyst: $303.5M DOE loan finalized — funds 8 GWh annual production by 2027

4. $DGXX — $6.45 🎯 PT: $30
Building GPU data centers to rent compute directly to AI companies.

Customers: Cerebras Systems (AI chip maker)

Catalyst: $1.1B, 10-year colocation deal signed $2.5B potential with expansion

5. $LWLG — $16.41 PT: $120
Electro-optic polymers that make AI fiber speeds physically possible.

Customers: Tower Semiconductor, GlobalFoundries, 4 Fortune 500 companies in Stage 3

Catalyst: PDK 1.1 ready for high-volume foundry transfer tape-outs begin H2 2026

6. FLNC — $24.50 🎯 PT: $28
Battery storage that keeps AI data centers powered without grid failure.

Customers: Two major hyperscalers (MSAs just signed), utilities globally

Catalyst: Record $5.6B backlog + first hyperscaler order converting Q3 2026

7. $PLAB — $49.50 🎯 PT: $55
Photomasks for every advanced AI chip no mask, no chip, period.

Customers: $TSM, $INTC, Samsung, UMC the entire chip foundry food chain

Catalyst: Record high-end IC revenue driven by AI chip packaging and advanced logic nodes

Remember, these have 1000%–2000% potential like $SNDK. My favorite is POET, but I like PLAB too since it makes photomasks which is needed in every chip on earth.

♻️ RESHARE this post and share 1 comment, and I'll DM you my BUY ZONES for each of these.

[John Goranson @john_goranson]

@pennycheck SK Telecom ($SKM) has also invested in Nano-X Imaging ($NNOX), Joby Aviation ($JOBY), SMART Global Holdings ($SGH), and some private companies.

[John Goranson @john_goranson]

@ThePupOfWallSt Goat and lion fall to their death.

(just guessing)

[Chris Martenson @chrismartenson]

If nobody goes to jail for this, we've entered the 'every man for himself' stage of empire decline.

[John Goranson @john_goranson]

@Dividend_Dog Empire ($EMP.A) did well during the pandemic, though. I agree its brands are higher end than some of its competitors. Apparently its supply chain is becoming more efficient, but the $750 million impairment charge on Jan. 28 needs digestion.

[John Goranson @john_goranson]

@iamtomnash Are we at 13 or 8, though?

[John Goranson @john_goranson]

@nickschmidt Affection, house cleaning. My wife cuts my hair, lucky me!

[John Goranson @john_goranson]

@monsterstocks1 @traderlion The chart describes $NVDA, $TSLA, and $MSFT among the mega-caps.

[Kreso Sells Options @KresoOptions]

Last week $TSLA triple miss 🔴stock up ⬆️

This week $PYPL triple beat 🟢stock down⬇️

[John Goranson @john_goranson]

@VanIsleInvestor Don't buy Telus, BCE, or Rogers. Canada's population is now set to decline. Over-competition will cause prices and profits to fall in telecom.

[Darshan 🦖 @darshan]

Hey, I'm Darshan.

I built an ed-tech business as a high schooler, grew it to 30 million users, and sold it to Chegg for $60 million.

Now, I'm building a multi-million dollar casual gaming startup with only 5 people.

And I write on X about stuff I find cool.

[John Goranson @john_goranson]

So dumb, but I love it.

[Nic @nicrypto]

Brace Yourself... Rate cuts are coming! 💸💸

[John Goranson @john_goranson]

@Mike10947310 $FLGT is like this. Is that the company you're talking about?

[John Goranson @john_goranson]

@QCompounding You didn't show 2020. ha ha

[John Goranson @john_goranson]

@KyleAdamsStocks @giraud_miguel What do you think of $CREX's balance sheet? Thanks.

[John Goranson @john_goranson]

@dennisc230 That's $CRWD for the win!

[John Goranson @john_goranson]

@Mr_Derivatives If you write CSPs on stocks you really would like to own, it's much less painful when you're forced to buy them. (But, yes, it's bagholding.)

[John Goranson @john_goranson]

@Jake__Wujastyk blow off top