SpaceOdyssey

L/S

[SpaceOdyssey @SpaceOdyssey___]

@P14Capital @labubu_trader VSH literally has <5% of sales in MLCC lol

[SpaceOdyssey @SpaceOdyssey___]

@Blinklebloop Makes sense ty sir

[SpaceOdyssey @SpaceOdyssey___]

@manifesting93 They do various kinds of capacitors / MLCC is a very small mix

[SpaceOdyssey @SpaceOdyssey___]

@manifesting93 I spoke to them and MLCC is less than 5% of sales

[SpaceOdyssey @SpaceOdyssey___]

@JSpitTrades $VSH

[SpaceOdyssey @SpaceOdyssey___]

@value_invest12 Why?

[SpaceOdyssey @SpaceOdyssey___]

@TheValueist Lead times for MOSFETs, diodes and capacitors have risen meaningfully recently, multiple players have raised prices which is uber good for $VSH

[SpaceOdyssey @SpaceOdyssey___]

@Mike10947310 https://t.co/tcLPL9RTFI

[SpaceOdyssey @SpaceOdyssey___]

@MinotaurStocks Any idea why it's not getting a bid? Am surprised of how it trades so far?

[SpaceOdyssey @SpaceOdyssey___]

I'm quite frustrated in the stock reaction given the results were in line, we grew SaaS by 11% organically, won a large deal in South Africa, I mean it's 6x EBITDA on SaaS implosion, let's give it a break maybe? lol

[SpaceOdyssey @SpaceOdyssey___]

$AIOT guiding FY27 numbers when they still got 2 quarters to go to finish FY26 lol, also guidance is a bit better than consensus...

[SpaceOdyssey @SpaceOdyssey___]

$CGY.TO Great quarter, nice beat, really feels like we can reach that $100M EBITDA for FY26, guiding for 10-15% rev growth and DD EBITDA growth, story continues to improve, winning defense contracts across the board

[SpaceOdyssey @SpaceOdyssey___]

$CGY.TO Story continues to move into the right direction, defense (50% of sales) +15% YoY, ex ITCS, rev would have been +18%, next year ITCS will become a benefit, guiding for DD growth FY26, still cheap at 7x EBITDA

[SpaceOdyssey @SpaceOdyssey___]

@kirbxbt It’s the beginning.

[SpaceOdyssey @SpaceOdyssey___]

@CorneliaLake $AIOT continued execution but stock can't seem to work lately, outside of the old bear thesis, what else is holding it back? Might be leverage despite them continuously de-leveraging the B/S. Curious to hear your thoughts?

[SpaceOdyssey @SpaceOdyssey___]

@CheapStockGuy @AggieCapitalist @taylor_hndrson $SRAD partnered with Kalshi recently and I'm pretty sure $GENI is going to do the same thing near term - if it's the case, I don't care if prediction or OSB is growing/losing, $GENI grows together in each market no matter what. Also you got the adtech business that could 5x LT.

[SpaceOdyssey @SpaceOdyssey___]

@Mike10947310 I agree with your overall thought on $WIX, I just don't have the conviction on that one personally