stevie_Go

Engineer, investor, global citizen

[stevie_Go @stevieGo4]

@Micro2Macr0

[stevie_Go @stevieGo4]

@Marco_Fees Sehr wichtig zu erwähnen die Zusammenarbeit mit mehreren Humanoid Roboter Unternehmen, was ebenfalls eine neu-Bewertung erzeugen wird. $SHA.DE

[stevie_Go @stevieGo4]

@pennycheck Legend 💪💫

[stevie_Go @stevieGo4]

@hidden_returns @FinSkeptic $RDCM ist sehr günstig zu haben aktuell

[stevie_Go @stevieGo4]

@ParadisLabs Schaeffler is by far the cheapest + entering with $SPIR the space industry will provide more re-rating power $SHA.DE

[The Minotaur @MinotaurStocks]

Sharing great work from @paologorgo re $RDCM, an interesting smallcap. Tech leadership, very low valuation, undermanaged balance sheet, outsized customer concentration, activists and a 10% customer ($SATS) potentially winding down are a spicy mix: https://t.co/xoI2p0zRSd

[stevie_Go @stevieGo4]

@MinotaurStocks @paologorgo Great article. Indeed is so cheap that it seems an interesting candidate to get acquired…

[stevie_Go @stevieGo4]

@ParadisLabs Schaeffler $SHA priced as legacy automotive supplier with P/S <1 entering Humanoid and also space industry. Very cheap

[stevie_Go @stevieGo4]

@stocktalkweekly Laser-Focused for Stellar Gains 💫

[stevie_Go @stevieGo4]

@futurist_lens Check out Schaeffler $SHA.DE High-precision actuators, re-rating ongoing

[stevie_Go @stevieGo4]

@MMMTwealth —> High-precision Actuator and planetary gear: Schaeffler $SHA.DE DE000SHA0100)

[stevie_Go @stevieGo4]

@stocktalkweekly Absolute Legend!🔥 Managed to still find a good entry during most recent pullback 💪

[stevie_Go @stevieGo4]

@aleabitoreddit $VPG just entering the Humanoid space with Protos delivered to 4 clients.

[stevie_Go @stevieGo4]

@pennycheck @PalmerLuckey 3D printing only wins on low volume, where traditional high volume manufacturing losses due to amortization cost or complexity. Hence 3D printing is not the solution. High power microwave or Laser is the solution.

[stevie_Go @stevieGo4]

@SteveUrkelDude In the STW discord group and you certainly bring a ton of value for the members. You alsp helped ne further push my portfolio to new highs.

[stevie_Go @stevieGo4]

@FinnStockinger What about Schmid Group. They sell the same machines

[Tomek Hill @skowihx]

$LTRX + Anduril 🤔

In December, LTRX announced a collaboration with Trillium to implement their SOM (compute module) inside Trillium gimbals (for ISR), which is the base payload for Anduril ghost drones.

Sources in comments

[Connor Ashford🇺🇸 @RooTeeg]

$LTRX - Strong play in IoT & Edge AI. Q1 beat ($29.8M rev, $0.04 EPS).
CES 2026 catalysts: new https://t.co/Vs0wZfOUHU gateway & AI video analytics. Defense/UAV ramp with Trillium & Sightline deals. Lake Street PT raised to $8. Setting up for re-rating.

[Flash by StockSentinel.ai @SentinelFlash]

$LTRX: Lantronix is repositioning from legacy connectivity into Edge AI compute modules for drones and critical infrastructure. After the FY25 Gridspertise revenue cliff, Q1 FY26 returned to growth and drove a 45.3% non-GAAP gross margin. Net cash and a discounted ~1.9x EV/Rev vs peers underpin valuation. Do 17 drone OEM engagements convert into volume orders?

🎯 Get the free LTRX deep-dive (with audio):
https://t.co/vW4C5v1UIv