TwoStockPicks

Sharing my stock insights and research. Not financial advice
$CPSH

[TwoStockPicks @TwoStockPicks]

@smallbetsmoney @investingluc @FranVezz @jfsrev both are interesting follows!

[TwoStockPicks @TwoStockPicks]

@investingluc great advice! it also comes to risk-reward management where easily, 1 big trade could blow your account

[TwoStockPicks @TwoStockPicks]

Neoclouds Scaling Fast: $400B Opportunity by 2031

Specialist AI cloud providers (neoclouds) are growing at an exceptional pace alongside traditional hyperscalers.

Key forecast (Synergy Research):

> Neocloud revenues exceeded $25B in 2025, with Q4 alone at $9B (+223% YoY).
> Market projected to approach $400 billion by 2031 at a ~58% CAGR.

This parallel buildout adds decentralized, high-density AI infrastructure demand — another layer of growth for GPUs, networking, power delivery, and advanced thermal solutions.

[TwoStockPicks @TwoStockPicks]

A quick reminder to stay calm through the market volatility.

Often, when buying feels the hardest, it historically presents the best long-term opportunities.

My approach: Dollar-cost average into highest-conviction names and strictly avoid leverage. 🧘‍♂️

[TwoStockPicks @TwoStockPicks]

@JoeAnima how much more efficient does this new tech in photonics make for the new data centre builds?

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@felixprehn you forgot $CPSH ;)

[TwoStockPicks @TwoStockPicks]

@CMarshall_94 @sjgiants80 @kurmanji72 and your reasons are...?

[TwoStockPicks @TwoStockPicks]

Disclosure: I hold a long/heavy position in $CPSH at this price

[TwoStockPicks @TwoStockPicks]

Thermal Management Market: Strong Growth Expected Through 2035

Demand for advanced cooling and thermal interface solutions continues to rise with higher power densities across electronics, EVs, data centers, and defense.

Key forecast:

> Thermal management market projected to grow from ~$16.8B in 2025 to $43.4B by 2035.

Drivers include AI data center power density, SiC/GaN adoption in EVs and renewables, and specialized requirements in defense/aerospace.

Companies with high-performance materials (metal matrix composites, advanced substrates, liquid cooling solutions) are well positioned.

[TwoStockPicks @TwoStockPicks]

@MikePLTR this tweet did not age well...

[TwoStockPicks @TwoStockPicks]

@BULLOFBRITAIN link to that post?

[TwoStockPicks @TwoStockPicks]

@MMatters22596 where do you usually do your technical analysis charts on? also for ondas, they've lots in the pipeline and not for the faith hearted or short term traders

[TwoStockPicks @TwoStockPicks]

@DonTrumpTracker please do proper research. her fund flips between stocks and her funds have not outperformed the S&P500

[TwoStockPicks @TwoStockPicks]

@MrTinvests hmm this tweet did not age well tho

[TwoStockPicks @TwoStockPicks]

@sjgiants80 @CMarshall_94 who is he to you tho? whats your total position of $CPSH?

[TwoStockPicks @TwoStockPicks]

@Raunav410657 @ScarcityTrade @UncleAlpha007 @lonecook8 well done! how did you find out about this stock?

[TwoStockPicks @TwoStockPicks]

@sjgiants80 @CMarshall_94 Who wanted you to sell? Why are you taking other people’s advice lol

[TwoStockPicks @TwoStockPicks]

@sjgiants80 @CMarshall_94 theres an upcoming earnings release in the coming month. this would shed more light on what the company has in mind for future growth. im bullish as well

[TwoStockPicks @TwoStockPicks]

@sjgiants80 @GotZep whats your current bag and what do you think are upcoming cataysts?

[TwoStockPicks @TwoStockPicks]

@sjgiants80 @CMarshall_94 im missing context here, so what happened?