Nadeem

Savvy Tech Investor | Technology Leadership | Green Stocks | Investor in $RIVN, $ENVX, $CRM, $CSLR

[Nadeem @Nadz_Mo]

@inseego Counting on the management team to deliver and get a solid H2. I am hoping you guys can beat your annual guidance of $190M

[Nadeem @Nadz_Mo]

@inseego Great progress! However you guys need to win Investors trust. Your market cap is under $200M when you guys should have been worth $1 B after the Nokia deal!

[Nadeem @Nadz_Mo]

@be4_the_h3rd @JasperRidley @GoldmanBanker Are you still in $INSG? Below $10 is a good price to double down. Don't you think?

[Nadeem @Nadz_Mo]

@GoldmanBanker Are you still in $INSG?

[Nadeem @Nadz_Mo]

@KGhazzagh Bought some today! When is the next ER @KGhazzagh need to make sure I am done with my buys before then.

[Nadeem @Nadz_Mo]

@KGhazzagh I know this is crazy. I am planning to buy a lot more in the 80cents range. There should be a quick pop back to $1.60 after Earnings I think, that's an easy double!

[Nadeem @Nadz_Mo]

$POET is still ripping glad I made that move from $ENVX to POET last year.

A much better potential in the company now as the news is out that are working with suppliers that in turn supply to Mass Scalers like NVDA and Google.

The $MRVL to $NVDA connection is confirmed by the CFO of POET in an interview

https://t.co/LYXdsdA3Dh

[Mayor Zohran Kwame Mamdani @NYCMayor]

We are spending at least $500 million a day to bomb Iran.

Imagine how many teachers we could hire, how many public housing units we could build, how many bridges and roads we could fix, if we spent that kind of money on improving life for working people?

[Nadeem @Nadz_Mo]

$SPWR I bought back 15000 shares at $1.20, these were shares I sold earlier in the year at $1.90. Got lucky with that timing.

I still believe in rusty old TJ, giving him another year to prove that he's still got his marbles!

@KGhazzagh Holding over 50k shares now. Are you still holding 2+M shares in SPWR?

[Nadeem @Nadz_Mo]

@KGhazzagh What happened to the talk you had with the CFO of $Envx I thought he shared some good nuggets for the future of ENVX. Is it not worth holding a small amount? I liquidated about 50% of my ENVX put it in $POET and $INSG. Thought I will hold the rest to see if they manage a contract

[Nadeem @Nadz_Mo]

Except for $ENVX all other investments are very Bullish for me and progressing well. Here are my other stocks I am most excited about:

$SPWR: Just increased their capital revolver, Earnings coming soon and they will have record breaking Revenues this year. They have a case of mistaken identity

$INSG: A sovereign fund of Abu Dhabi just disclosed a position in INSG, they just payed off most of their debt and will have record breaking revenues too in 2026

$POET: This is a story of transformation from Lab to Fab in 2026. They are in AI Infrastructure, and photonics is the way to go in the future.

[Nadeem @Nadz_Mo]

About a month or so ago. I decided to lighten up on my $ENVX holdings and instead pour that into $POET. POET is a great stock with potential in a bullish sector "AI Infrastructure". This move paid me back in multiples already!

Sometimes you have to let go, and try new things. Of course I still believe in $ENVX, but it's time will come later.

[Nadeem @Nadz_Mo]

@KGhazzagh Are you still surprised by that performance?

FYI I moved some of my ENVX money into POET last couple of weeks, it was worthy move. I feel like I still have time to buy back ENVX after making gains elsewhere

[Nadeem @Nadz_Mo]

@train9898 @JoshTradeOption @RensingTrades I actually moved some of my money from $ENVX to $POET recently, looks like a lot more immediate opportunities in POET

[Nadeem @Nadz_Mo]

I stopped buying both, now I am just in holding mode. Unfortunately I don't have extra capital I can dedicate to these. My portfolio already underperformed the S&P 500 this year and it's Thanks to both ENVX and SPWR.

So now I am giving them just one more year to prove themselves or I am out at break-even.

[Nadeem @Nadz_Mo]

All good Q. Can you post a summary after your call?

One more to add:
In Retrospect those ENVX Warrants were not a gift to shareholders but they were done because no customer came forward to do financing and they still needed money to buy time for the delays. They spread FUD and stick it to the retail investors. How can they win back trust now?

[Nadeem @Nadz_Mo]

In retrospective at some point last year I evaluated if I should rotate my position from $ENVX to $EOSE. Back then $EOSE was around $3. I could have easily 5X my position and bought back $ENVX now with just EOSE Profits.

So much opportunity loss here! The only reason I held to $ENVX was cause of TJ. Neither of his companies are delivering these days.

[Nadeem @Nadz_Mo]

@AlderLaneEggs Given the genocide Satanyahu did in the past 2 years, all the protests around the world makes sense!

It's just a human a thing to rise against injustice!

[Nadeem @Nadz_Mo]

@BarackObama Thanks for at least acknowledging the suffering of the people of Gaza. Some world leaders won't even do that!

US should join the the International Criminal Court, just so that we can bring Satanyahu to justice!

[Nadeem @Nadz_Mo]

@KGhazzagh Looks like you are never done adding!