Marcel Valentin

Good Investor / Horrible Trader, Electrical Engineer, former TIG welder, always a traveler

[Marcel Valentin @MarcelValentin_]

Tony was the best farm dog, chasing squirrels from the avocado trees, armadillos from the strawberry patch & herding cattle (all self-taught). A survivor of porcupine fights, snake bites & occasional cow stomps, Tony was a tough SOB but he didn’t have a mean bone in him #dogs

[Kraken Robotics @KrakenRobotics]

Kraken Robotics Reports Q1 2026 Financial Results with 35% Year-Over-Year Revenue Growth and Reiterates 2026 Guidance.

For the full announcement, read our news release: https://t.co/U7e3E68L6y

[Marcel Valentin @MarcelValentin_]

@Stocks_Stones Bonne chance Mathieu!

[Marcel Valentin @MarcelValentin_]

Don't forget companies that "supply razor blades to the razor companies"... $KRKNF $PNG.CA

[Michael Sikand 🦑 @michaelsikand]

This is insane.

The $1.5T U.S. defense budget lays out $75B for drones.

The combined market cap of U.S. pure play drone primes like $AVEX $AVAV $KRATOS is $27B.

[Marcel Valentin @MarcelValentin_]

Hemos estado viajando por Galicia durant 3 semanas. La comida es espectacular, pero este restaurante ha sido el mejor: O Lar de Camiña. En A Rochela, es el lugar perfecto para comer si visitas Ribadeo o la Playa de la Catedral (20 minutos a pie). Mariscos excepcionales

#viajes

[Marcel Valentin @MarcelValentin_]

We've been traveling Galicia for 3 weeks. The food is spectacular; but this restaurant has been the best - O Lar de Camiña. In A Rochela, the perfect place to eat if you're visiting Ribadeo or Cathedral Beach (a 20 minute walk away). Outstanding seafood.
#FoodieFind #travel

[Marcel Valentin @MarcelValentin_]

No truer rules.

[Ryan Telford @RTelford_invest]

The #1 reason investors lose money in microcaps:

They treat them like large caps.

Different game. Different rules.

Microcaps dilute.
Microcaps are sprinters, not marathon runners.
Microcaps are often cheap for a reason.
Most stay microcaps.

Learn the rules.

[Kraken Robotics @KrakenRobotics]

Kraken Robotics has successfully demonstrated its KATFISH towed synthetic aperture sonar and autonomous launch and recovery system (LARS) from SEFINE’s RD-22 unmanned surface vessel (USV) in coordination with SEFINE SISAM.

Read the full announcement: https://t.co/MBScCPmdTf

[Daniel @danielisdizzy]

Concentration builds wealth. Overdiversification kills returns.

Stanley Druckenmiller:
“You make 70–80% of your returns on two or three ideas, even if you have 30 or 40 stocks.”

The best investors focus on their highest conviction bets.

Conviction > diversification.

[Marcel Valentin @MarcelValentin_]

If you zoom in on the PR's screenshot, what does it say at the bottom left?

"Powered by Cybeats Technologies Inc."

$CYBT.CA $CYBCF

https://t.co/1XW93FZMlb

[Windy101🇨🇦🇺🇸🇺🇦🐾🐾🐾 @hey_butter]

Are you excited to see the new Terry Fox $5 bills coming out?

[Marcel Valentin @MarcelValentin_]

Defense tech is thematic. President Trump proposed increasing the 2027 defense budget at $1.5 trillion versus the $901 billion approved by Congress for 2026. Canada is ramping it's spend (3.5% of GDP by 2035).

[Kraken Robotics @KrakenRobotics]

Kraken Robotics Announces $24 Million in Defence Orders.

Read the Press Release: https://t.co/ZfA41SpJit

[Sophic Capital @SophicCapital]

💣@cybeatstech Secures Contract with Global Automotive Parts Manufacturer

Full PR ==> https://t.co/92623F4sgf

[CSE: $CYBT.CN] [OTCQB: $CYBCF]

[Marcel Valentin @MarcelValentin_]

Or get bought.

[Ron Butler @ronmortgageguy]

@danielfoch Once they grow they leave for the USA

[Sophic Capital @SophicCapital]

For decades, agriculture has relied on a "standard diet" of heavy NPK

Our next report features @Rep_Nutrients [CSE: $ERTH.CN], a company at the intersection of biology & scale focusing on patented granulation that blends minerals with active microbes

https://t.co/89Y41W3U9P

[Sophic Capital @SophicCapital]

Geopolitics meets the grocery aisle. The current instability in Iran has effectively severed a primary corridor for global fertilizer trade, sending nitrogen costs soaring just as spring planting begins.

Read the case for regenerative alternatives ==> https://t.co/dPbRWVoh3r

[Marcel Valentin @MarcelValentin_]

@RTelford_invest I’m only rich because I know when I’m wrong - George Soros

[Marcel Valentin @MarcelValentin_]

Sign up for 4:30pm ET webcast here...

https://t.co/CnGqNWRt4n

$PNV.CA $KRKNF

[Marcel Valentin @MarcelValentin_]

A kraken swallows a whale.

Kraken Robotics acquires Covelya Group, a leader in subsea navigation, positioning, monitoring and communications.

Conference call today at 4:30pm Eastern Time

https://t.co/tskRourgbP

$PNG.CA $KRKNF

[Marcel Valentin @MarcelValentin_]

A kraken swallows a whale.

Kraken Robotics acquires Covelya Group, a leader in subsea navigation, positioning, monitoring and communications.

Conference call today at 4:30pm Eastern Time

https://t.co/tskRourgbP

$PNG.CA $KRKNF

[Marcel Valentin @MarcelValentin_]

A kraken swallows a whale.

Kraken Robotics acquires Covelya Group, a leader in subsea navigation, positioning, monitoring and communications.

Conference call today at 4:30pm Eastern Time

https://t.co/tskRourgbP

$PNG.CA $KRKNF

[Marcel Valentin @MarcelValentin_]

Kraken Robotics trading halt.

$PNG.V $KRKNF

https://t.co/JfbmVJfvkK