🇴🇲🇮🇷The first Iranian oil tanker just sailed through the Strait of Hormuz after Trump lifted the blockade.
With things finally clearing up, oil prices are absolutely cratering below $75 a barrel.
Definitely a massive breath of fresh air for everyone's wallets.
Writer: Daniyal
I don’t usually load up on small caps. But $AMPG and $VIVO are two of the best setups I have seen in this space in a long time.
$AMPG first.
46 person company that has already qualified into the supply chains of Lockheed Martin, Boeing, Raytheon, and NASA.
Those qualifications take years of security clearances, technical audits, and product validation. Most companies never get in the room. $AMPG is already supplying product.
AmpliTech designs and manufactures advanced RF and microwave signal processing components.
The hardware that sits inside 5G base stations, satellites, defense communications systems, and quantum computing infrastructure.
Every signal that travels through a modern wireless network passes through components like theirs.
$140 million in active LOIs with North American mobile network operators. Production shipments already started.
100% revenue growth guidance for 2026. Gross margins expanded from 33% to 48% in a single year. Zero debt. $18.4 million in cash.
And the EU opportunity is completely unpriced. European carriers are under mandate to eliminate Huawei and adopt Open RAN standards.
$AMPG’s certified O-RAN radios are exactly what Deutsche Telekom, Vodafone, and Orange need. They presented directly in front of all of them at MWC Barcelona. A single EU contract announcement is a company defining catalyst.
Now $VIVO.
$78 million market cap. 41.5MW data center in Norway operational today generating $31 million in annualized revenue. 291MW of secured powered land in Finland. 25MW sovereign AI platform in the UAE.
Management formally targeting $1 billion in revenue by 2029 on assets they already control.
Two completely different businesses. Same theme. Asymmetric setups with catalysts that have not happened yet at valuations that do not reflect what is coming.
This is exactly why I own both.
$AMPG $VIVO
President Trump announced he’ll buy equity stakes in US, AI companies
These are the 5 best opportunities in the market right now
1) Micron - $MU
2) Nebius - $NBIS
3) Applied Optoelectronics - $AAOI
4) Credo Technology - $CRDO
5) Marvell Technology- $MRVL
AI is just getting started
We’re still in the early stages, and this could be one of those once in a generation opportunities you don’t want to look back on and wish you hadn’t missed