Miles

[Miles @mileswlin]

https://t.co/IQcYihdEVx

[Miles @mileswlin]

"Ulta is seeing double the conversion and intent from shoppers finding its products through Gemini and ChatGPT."

$SMWB

[Miles @mileswlin]

ChatGPT has announced that they're going to include ads in their free products and they are scaling it and I think we are the first company in the world now to bring this data into the market and this quarter, we're going to start selling and bring it in front of customers - Ofer

[Miles @mileswlin]

@LogicalThesis Was it online or in person?

[Miles @mileswlin]

Near-term catalyst in late August 2026 - DoW has invited 19 drone manufacturers for a demonstration at Fort Carson. Over half of the participants are customers of $AMPX including $RDW $AVAV.

[Miles @mileswlin]

Long $AMPX here.

Sila received $1.4 billion in funding from government. Only other publicly listed silicon anode pure-plays that could catch a bid are $AMPX and $ENVX. $AMPX sells to higher growth markets in drones, satellites, and consumer electronics.

[Miles @mileswlin]

TTM gross margins have grown from -49.1% quarter ended March 2025 to 22.3% in quarter ended June 2026. Management now guiding 28% for FY27. Trading at 68x EV/GP after beat and raise this quarter is relatively undervalued compared to its historical valuation and $ENVX at 140.5x.

[Miles @mileswlin]

@pennycheck What do you think about $ASB (Austal Limited) traded on the ASX? They manufacture USVs for Saildrone and wind powered cargo ships, 76% revenue from the US, Western supply chain. Trading at 0.8x EV.

[Miles @mileswlin]

@LogicalThesis Took position as, to my knowledge, $ILMN is the largest player in measurement instruments for screening sequence data and as requirements for synthesis companies to screen customer data become more strict the company would develop a stronger moat around their core business.

[Miles @mileswlin]

@LogicalThesis Why do you think the overall group has been outperforming?

Took a position in $ILMN on news that GPT-Rosalind would be used in government agencies to prevent bio-risks and after the letter was sent to congress to prevent bioweapons. What do you think about this thesis?

[Miles @mileswlin]

@LogicalThesis Thank you! I really appreciate the quick response 🙏🙏

[Miles @mileswlin]

@LogicalThesis I’ve seen you post more day trades as of late and wanted to ask, as a fundamentals guy yourself, how do balance a stock’s fundamental outlook and its attractiveness as a day trade candidate?

And what resources do you recommend to learn more about this? Thanks!

[Miles @mileswlin]

@FabiusMercurius @peterthiel @threadreaderapp unroll

[Miles @mileswlin]

@stocktalkweekly What are some quick rules of thumb that you use to determine if a stock is reasonably priced?

[Miles @mileswlin]

@TedHZhang What are some rules you follow to quantify when a stock is extended? Thanks!

[Miles @mileswlin]

@ZaStocks How do you determine the implied move?

[Miles @mileswlin]

@ZaStocks Thank you!

[Miles @mileswlin]

@FabiusMercurius @threadreaderapp unroll