kory klinger

[kory klinger @koryklinger1]

@Mike_kim714 @ThePME I’m game

[Grok @grok]

NOT financial advice. These are speculative small caps—most lose big or go to zero. Extreme volatility. DYOR, risk capital only.

SKYT: US foundry leader + Fab 25 acquisition sharply scales capacity for onshoring/AI chips. Pending IonQ deal adds quantum vertical integration at a premium. Market hung up on FTC delays/uncertainty, missing the strategic supply chain + hardware tailwinds.

AIP: Essential NoC IP for efficient complex AI SoCs and chiplets. Q1 beat + raised 2026 guidance + auto adoption show traction. Market overlooks recurring high-margin royalty upside as AI designs get bigger and more fragmented.

RXRX: AI platform mapping biology at scale to speed/cheapen drug discovery. Pipeline advancing with early clinical signals + big pharma ties. Market fixated on burn/lumpy revenue instead of platform leverage if data compounds.

[Justin Banks @RealJGBanks]

The U.S. government is literally telling you where money is going next:

DRONES.

IF you missed out on the other Trump picks like $INTC and $DELL this your chance.

Trump is pursuing funding deals to boost domestic drone production.

Pure-Play Drone / Autonomy Names
$AVAV - military drones
$KTOS - autonomous warfare systems
$RCAT - Teal defense drones
$ONDS - drone autonomy + networks
$DPRO - FPV drone systems
$UMAC - U.S. drone supply chain
$SWMR - drone swarm technology
$PDYN - AI drone software
$AVEX - defense drone contractor

Counter-Drone / Defense Tech
$DRSHF - anti-drone defense
$LHX - ISR + drone warfare systems

Major Defense Exposure
$NOC - military UAV programs
$LMT - autonomous defense systems
$TXT - unmanned aircraft systems
$GD - defense systems exposure
$BA - UAV + aerospace programs

[Jason Luongo @JasonL_Capital]

You could buy 100 shares of $NOK right now for $1,553.

Or you could buy the $15 call expiring January 2028 for roughly $6.10.

That's $610 for leveraged exposure to 100 shares of Nokia - 20 months out - for about 60% less capital.

Breakeven: $21.10

Why the setup is interesting:

- Nvidia just invested $1B into Nokia to co-develop AI-powered telecom infrastructure
- AI and cloud revenue up 49% YoY, now 8% of total sales
- Optical Networks revenue up 20% YoY after the Infinera acquisition
- Q1 operating profit up 54% with raised full-year guidance
- Nokia Federal + Lockheed Martin launched a modular 5G defense solution
- 26,000+ patent families generating high-margin licensing revenue

If $NOK hits $25 by expiration, the LEAP returns roughly 64% vs 61% on shares.
If $NOK hits $30, the LEAP returns roughly 146% vs 93% on shares.

The max you can lose on a LEAP is the entire premium you paid. If $NOK drops significantly or stays flat, this contract loses value. Time decay works against you every day.

This is a capital-efficient way to gain exposure - not a replacement for risk management.

Not financial advice. I share these for education.

[kory klinger @koryklinger1]

@BuriedTreys @VSiNLive @OdjHoops survivor league with Michigan and Illini left.. Should I go Illini then Mich? Or go crazy with Mich then Illini?

[Gavin @BuriedTreys]

UCONN / Michigan St (D.C.)

Lord knows what curse will be placed upon me for waiting to write-up Hurley vs Izzo until the 5th game.

I would say that both of these defenses are pretty elite, but they also play above their skill/talent on that side of the ball due to forcing difficult shots, playing physical, and keeping teams off the glass. Michigan St is an all-out rim denial scheme whereas UCONN is content funneling people into the key as they're always one of the lowest defensive 3PRates in the country

While Sparty lacks the 'get-a-shot' scoring pop that they had last year with Jase Richardson, they are a much better perimeter shooting team at about a +5.5% 3P% increase YoY. But that stat comes with one BIG caveat specific to this matchup. Here are the % of 3P makes that Sparty's guys are assisted on:
Kohler (100%)
Carr (95%)
Scott (100%)
Teng (100%)
Fort (96%)

In other words, their 3P looks are almost entirely Catch & Shoot-driven opportunities, which UCONN is annually elite in limiting under Hurley. And if Jeremy Fears is the only minute getter with a 12%+ Assist Rate, that means their perimeter offense is mega reliant on him spraying to shooters in the drive & kick game. Sparty will need Fears in scoring mode more than usual, and more importantly, to be efficient with his (especially) midrange looks because UCONN surrenders drive & kick at a 15th percentile frequency & a 96th percentile efficiency per HoopExplorer

Sparty has also been bruuuutal holding onto the ball offensively this year as they punted it away in B10 play at the 3rd worst rate in the conference. But with the advantage that they'll hold on the glass, limiting the turnovers should all but seal the shot volume battle for Michigan St. Then you just have to worry about not being overwhelmed by 2-way shotmaking

Sparty's win condition is always clear: drive your shot volume via the glass, get out in transition, beat your opponent up inside, and force them to make tough 3PAs throughout the game as the legs start getting heavy. The Huskies' transition D has been hit or miss. Early in the year, without Reed/Mullins, they allowed ONE fastbreak point to transition wagon Arizona. They then turned around a couple weeks later and let Florida pick up 14 fastbreak points, tied for the most the Huskies have let up all year. If this game gets bogged down in the halfcourt like UCONN is apt to do, it's definitely advantage Huskies with their perimeter shotmaking punch...in theory.

I say in theory b/c this UCONN offense has not clicked to the level it is capable of this year, and certainly has not done it for a long streak of games really at any point. They shoot the lights out, we say "ooo yeah, THAT UCONN". And then they turn around and lose to Marquette on 0.92 PPP & 12.5% 3P shooting.

Demary is banged up, Solo Ball is beyond mentally broken, but they've had Tarris Reed to bail them out, especially the last 2 games vs Furman & UCLA. This Sparty frontcourt is also an entirely different beast compared to both teams they have faced in the tourney + every non-St. John's Big East team.

Sparty, and other 'double big' lineups should UCONN advance (cough...Duke/STJ), are uniquely capable in having 2+ guys they can try to guard Tarris 1-on-1 with, which is the way teams have stalled out the UCONN offense by being able to stay home on shooters and take your chances late in the shot clock off the bounce. If your Center position has 10 total fouls & Tarris plays for a coach who is 305th in 2-Foul Participation, you can find yourself in trouble during the first half against a frontcourt like Sparty's. That is what makes the whistle in this game maybe the most important of all the S16 games. This (and likely every matchup here on out) are ones where there is ZERO margin for error when it comes to Tarris and fouls. None. You let Tarris sit for 12+ minutes of a half, and you're going home short of shooting the nylon off the rim clean (always possible for UCONN we just haven't seen enough of it)

A bet on UCONN is a bet on the much better quality of shots, the higher caliber offense, and that the last couple minute stretch of extending that UCLA margin of victory had more to do with the Huskies clicking offensively and not a short-handed UCLA team across the country on the 2nd leg in 48 hours dying late.

A bet on Sparty is a bet on them replicating the overwhelming physicality that the Jonnies flexed in 2 of the 3 Big East matchups. You're also probably getting a tailwind of UCONN's unnecessarily high Defensive FTRate helping your offense limit cold shooting stretches as they've been keen to do throughout the season.

I lean to the UCONN side with their perimeter shotmaking against a rim denial the caliber of Sparty. But that could also be completely undone with a couple ticky tack, early Tarris Reed fouls. Moving screen, then get caught hedging in space and have Fears bait a foul into your hip. Rest of the half on the bench.

>You typically want 3P props against Sparty, but like I mentioned, I wouldn't bet my mortal enemies' money on Solo Ball regaining his confidence in this exact spot. Maybe he does. Just can't bet on it. Karaban just had his highest usage in the year 2026 last game against UCLA as an off-ball shooter against a similar hard hedge scheme and has B2B 4x 3P games. Plentyyy capable of hitting 3 of them while being heavy +money to the over. Mayyyyyybe you also get a bit of senior posteason narrative where he finally doesn't sit back and be the 4th option like he has the past 140 games of his career. Mullins almost copy+paste cap as Karaban at the same line.

>Fears has racked up gaudy assist numbers in some matchups this year, but schematically, this is about as tough as it gets in that department, and I know UCONN is going to limit possessions, so I'd probably have to reach for my pair and bet under or pass.

>One of Cooper/Kohler likely eclipse their rebounding number. I just have no idea which it is. That could also come down to 'which one doesn't foul' b/c Izzo himself is 344th in 2-Foul Participation and I've been burned on both guys in different foul spots this year

>Overall scary spot to bet many overs anywhere on the board with the defenses/tempos we'll get.

[Flush McPure @FlushMcPure]

@RyzohStreak His next “fixed” match pick lost don’t bother

[kory klinger @koryklinger1]

@Nickolgolf chunk

[kory klinger @koryklinger1]

@Mike_kim714 @RedNumbersDFS @range_finance @Titleist Interested thanks

[Michael S. Kim @Mike_kim714]

250k followers!

As thanks, I’m going to giveaway tickets to the MAJOR 😂 the Players Championship! plus some signed @range_finance hats and some of my personal @Titleist gear.

Must be a follower. Comment, like, retweet to enter.

[Underdog @Underdog]

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[Underdog @Underdog]

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[J trader @jtrader]

Hey @grok

What’s the biggest money-making opportunity right now that most people are too blind to see?

[kory klinger @koryklinger1]

@LukaOhtani All fun man. A little too much bragging though

[kory klinger @koryklinger1]

@LukaOhtani @LakeShowYo show the 100 losing slips before this

[kory klinger @koryklinger1]

@LukaOhtani Aren’t you down huge last two weeks?

[kory klinger @koryklinger1]

@LukaOhtani got a pair for it?

[Underdog @Underdog]

🚨 BONUS CASH GIVEAWAY 🚨

We're adding $50 to the pot for every shot made between Kevin Durant and Victor Wembanyama tonight 💰

To enter...
1⃣ Repost this
2⃣ Like the post
3⃣ Follow us @Underdog
4⃣ Follow @UnderdogNBA

[kory klinger @koryklinger1]

@LukaOhtani