Marcel Valentin

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

[Marcel Valentin @MarcGValentin]

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

[No.P01135809 @cjm1018]

@ilhan, somehow, I feel like he's talking to you. And he is speaking for over 250 million Americans.

@AGToddBlanche , @JDVance , @FBIDirectorKash have you in their sights. Your arrogance and your disdain for American culture, along with your greed and lust for power, will end you.

[Marcel Valentin @MarcGValentin]

The undersea domain is about to get busier.

Mass-produced autonomous undersea vehicles are moving from concept to industrial scale.

What does a future with fleets of these look like?

Anduril Ramping Up Undersea Drone Production Line Through 2027 https://t.co/ExYzHk1A4Y

[Marcel Valentin @MarcGValentin]

@girdley @FreightAlley This book may be of interest....

https://t.co/t96XCAmEPe

[Sophic Capital @SophicCapital]

💣@cybeatstech Introduces RAVEN, the Agentic AI Intelligence Layer Enabling Software Supply Chain Security

Full PR ==> https://t.co/Q5PpqsCLj1

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

[Bobby Kraft @BobbyKKraft]

Planet MicroCap Toronto 2026 - First 60+ Companies, Speakers & Sponsors

The lineup for @PlanetMicroCap Toronto 2026 is taking shape - we've just confirmed our first 60+ companies, speakers, and sponsors, and interest is picking up fast.

More companies and attendees are being added weekly, and capacity is limited. If you’re serious about microcaps, this is where you need to be.

POST: https://t.co/tYWStUOJjt
REGISTER: https://t.co/2Nnb1TtD0E

[Planet MicroCap @PlanetMicroCap]

If you love Canadian microcaps, join hundreds of other investors in Toronto on October 27-29th.🇨🇦

We will be announcing the preliminary lineup of investors and analysts participating in the pitch session next week.

Register: https://t.co/TEbZKijqp5

Now 59 companies confirmed

[Sophic Capital @SophicCapital]

💣@cybeatstech Closes Oversubscribed $1.9M Non-Brokered Private Placement

Full PR ==> https://t.co/OHqI4z7HiT

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

[Kraken Robotics @KrakenRobotics]

Kraken Robotics Announces $35 Million in New Orders and Business Update.

“Our product portfolio forms the backbone of a wide range of platforms used across both defence and commercial applications and we expect it to represent over 75% of consolidated revenue in 2026. These include crewed platforms such as ships and submarines, as well as uncrewed systems including autonomous underwater vehicles (AUVs), uncrewed surface vessels (USVs) and remotely operated vehicles (ROVs). Beyond vessel-based applications, our dual-use technologies are also deployed in unattended seafloor sensors.” said Greg Reid, CEO of Kraken Robotics.

Read the announcement: https://t.co/u5OtfoKtve

[Sophic Capital @SophicCapital]

Nice to see some insider buying @KrakenRobotics with CFO Joe MacKay buying 41,500 shares at $6 today for $249,000.
$PNG.NE

[Uncover AI @uncover_ai]

Palmer Luckey: Patents are Chinese instruction manuals that get downloaded and copied every single morning.

"Stop patenting everything. You're taking your most valuable stuff, the entire patent office can be downloaded every single morning and then ripped off."

"For 20 years or so, between when you file for a patent and when somebody could launch a product, China could just rip it off right away. Western companies can only rip it off after 20 years."

"I don't hardly get patents anymore. There's a few things here and there, mostly defensively, because our patent system allows people to sue you when they think you're infringing."

"We need to massively expand the national security patent process. You can obtain a classified patent, you get exclusivity on the rights without disclosing it to anyone. A lot of the things Google patents around artificial intelligence are of national security importance. They should be allowed to get a patent, and it should absolutely not be disclosed publicly."

"Maybe I can't buy 20 years, but maybe I can buy one, two, three. If I could buy a year, that would be enough to make more of the effort worthwhile."

PS. If you found value in this post make sure to like and repost this tweet + follow @uncover_ai to stay updated with the latest AI news.

See you in the next one:

[Kraken Robotics @KrakenRobotics]

Kraken Robotics announces regulatory approval of its acquisition of Covelya Group.

“We are excited to have received final regulatory approval for our highly strategic and transformative acquisition of Covelya Group,” said Greg Reid, President and CEO of Kraken Robotics.

"Upon closing, our focus will shift to welcoming Covelya’s employees and to creating a global leader in mission-critical solutions for underwater platforms and subsea sensors/monitoring systems.”

For the full announcement, read our news release: https://t.co/5MVAFb2TW6

[Common Sense Investing @onecentinvest]

Most investors say they want honest stock analysis, but what they actually want is emotional confirmation of their own decisions.

Want to be a better investor? Find someone who disagrees with and challenges you.

[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 @MarcGValentin]

@Stocks_Stones Bonne chance Mathieu!

[Marcel Valentin @MarcGValentin]

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 @MarcGValentin]

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 @MarcGValentin]

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 @MarcGValentin]

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.