$CPSH is about to go nuclear
$RKLB +400%. $ASTS +400%. $LUNR +250%. Meanwhile the company whose material is ALREADY on GPS III, the ISS and the Mars rover just round-tripped back to its breakout shelf. ๐ฐ๏ธ
$CPSH is the closest thing to a monopoly the space trade has: per their own 10-K, many parts are designed for a single customer application, making them the SOLE-SOURCE provider on those components. They claim ~25% of the near-term AlSiC market (their AGM deck). AlSiC is the thermal-management composite that survives space, hypersonics, and Navy carrier armor.
FY25: record $32.6M (+54%), swung to profit, debt-free, ~$130M cap while the rest of the cohort trades on dreams.
It ran $3 โ $14, filled the gap to ~$6.70, and now sits at the risk-defined shelf. The laggard with actual flight heritage. NFA. $MRCY $LMT
Added heavily to $CPSH here.
Hard to resist a chokepoint play that's sitting far from previous resistance.
Remember, we're often early to a lot of these asymmetric trades. It takes time for the market to catch up.
We saw this when I called out:
$ONDS under $1
$IREN at ~$6
$CIFR at ~$3
And more recently,
$FLY at ~$20
$SATL at ~$3
$SIDU at ~$2
Zoom out. You'll understand why I'm able to quote tweet myself from months ago and point out how these multi-baggers.
As mentioned last week, we should see a relief bounce in Space this week as capital continues to flow into the sector.
Happy to see $AMPG and $ASTI go at it, could be time to see $CPSH make a big run this week?
Idea is to ride the bounce and exit before $SPCX IPO.
San Antonio residents - meet Maureen Galindo, a Democratic Congressional candidate in your district.
Maureen pledges to send American Zionists to internment camp. She also states a Jewish cabal controls Hollywood, the media & local politicians.
Her runoff election is May 26th.
There is a MicroStrategy of Zcash.
It's $CYPH.
And crazy enough, their stock price is below their NAV.
Let's see if Wall Street will bid on the quantum-resistant asset.
(They will.)
@DrDiGiorgio Hospital administrators are a parasitic infection that are killing health care, endangering patients and destroying the lives of health care providers
@trajektoriePL First ones to be replaced should the useless CEOโs who cost millions in salary and have contributed nothing to humanity except the destruction of US healthcare.
@MichaelAArouet Did you know a human is performing that surgery remotely. AI will eventually outperform all humans but docs that perform procedures will be the last to be replaced. There is a massive shortage of specialists that will get exponentially worse over the next few years.