Microcap Ideas

I post microcap ideas that I like. No investment advice here.

[Microcap Ideas @microcapideas]

Not even two months have passed and I am up 100%! Not bad. $ipwr

[Microcap Ideas @microcapideas]

I opened a new position in $IPWR! I believe their ultra efficient B-TRAN technology is perfectly positioned to solve the severe power and thermal bottlenecks facing AI data centers. This is a long term play for me and can do 5x in couple years. DYOR.

[Microcap Ideas @microcapideas]

@Frenchie_ What do you think of schneider electric? They are recently rebranded as energy tech

[Abdulkadir | Cybersecurity @cyber_razz]

“A man who has not hit his Claude limit by noon has wasted his morning.”

-Socrates

[Microcap Ideas @microcapideas]

This is doing well $ghh

[Microcap Ideas @microcapideas]

Gooch & Housego $GHH could be the next 10x idea for those who want to play photonics tailwinds.

[Microcap Ideas @microcapideas]

Perhaps a good idea to come up with a list of companies with a good taste of design for future differentiation.

[Figma @figma]

Imagine a world where you could copy/paste websites into editable Figma layers (jk you don’t have to imagine you can do this now with our Chrome extension)

[Microcap Ideas @microcapideas]

@WTCM3 Especially chemicals suffered a lot

[Microcap Ideas @microcapideas]

@elonmusk Thats crazy

[Microcap Ideas @microcapideas]

Nynomic $M7U is one of the best small caps out there. I keep adding every month. This will be a multi bagger for me.

[Microcap Ideas @microcapideas]

We are living in the best time for small caps. It is crazy.

[Microcap Ideas @microcapideas]

@lada1016 You sure this is a good time? Tailwinds are just coming for them especially with data center demand that grid cant support

[Microcap Ideas @microcapideas]

@asianinvestors Will add more to Nokia on this dip

[Microcap Ideas @microcapideas]

@vikramskr Cpo is definitely early

[Microcap Ideas @microcapideas]

Nexans is up 16% since i wrote about it and it hasn’t been even two months. Still holding it $nex.pa

[Microcap Ideas @microcapideas]

Bullish for Nexans (https://t.co/QyzZxsiiyI). It is powering the AI data center boom + global electrification with +8.3% organic growth, 11.9% EBITDA margins & a massive backlog. This high-ROCE pure-play is still undervalued at ~8x.

[Microcap Ideas @microcapideas]

Up 25% since I shared last month

[Microcap Ideas @microcapideas]

Bullish for NN Inc ($NNBR). $120M market cap. They entered data center and electric grid buildout space and margins are improving and backlog is getting larger. It can get rerated aggressively.

[Microcap Ideas @microcapideas]

@ParadisLabs Planoptik, nynomic, ams osram, jenoptik, gooch housego

[Microcap Ideas @microcapideas]

@damnang2 How do you see Rambus now that stock price almost doubled since this article?

[Microcap Ideas @microcapideas]

@Han49365Hans @CKCapitalxx 100%

[Microcap Ideas @microcapideas]

@ekroth In 2027 🚀

[Microcap Ideas @microcapideas]

@xGuineapig You are stupid or what? He repeatedly said revenue would be down this quarter as he expects revenue ramp up in 2027 H2.

[Microcap Ideas @microcapideas]

Sivers earnings call ongoing. $sive