Summary: Bullish HUT8 as underestimated power-backed AI infra play; HPC campuses seen as strategic assets if compute demand compounds.

structural marker; pre-classified as canonical yfinance ticker

@656hjhfgvt The market is still underestimating how valuable power-backed AI infrastructure can become.

If compute demand keeps compounding, the best HPC campuses start looking less like data centers and more like strategic assets.

@ChairmansLedger $HUT reported and showed its real identity: HPC driven, long duration NNN leases, power anchored campuses. $IREN gets the attention but this is the AI infra sleeper. ABCT is a wild card.
Coatue’s fingerprints are all over this.

#PWR1st
#HUT8


Summary: Bullish ONDS as a unique autonomous systems + defense software play; noise from warrants/market structure dismissed, execution will win.

I think $ONDS is 1 of 1.

There is no other company on earth building this exact combination of autonomous systems and defense software.

The stock has funky structure around it.

Market makers. Warrants. Delta-neutral funds. Noise.

Fine.

Over time, execution beats everything.


Summary: Bullish PLTR as a unique convergence of defense, software, and AI that the market must now price in.

@PhotonBull Exactly! $PLTR is one of the few names where defense, software and AI all meet in a way the market can no longer ignore.

Palantir Technologies ($PLTR) was once the most discussed stock on FinX and a true retail favourite

A year later and the stock is not that popular anymore

It is only down 25% from prior highs, but also only up 13% from the Iran War bottom at the end of March

I believe Palantir https://t.co/qj3l82RCVS


The ceiling here is still hard for most people to process.

Summary: Strongly bullish IREN; endorses thesis that most underestimate its upside potential.

Most can't see it yet but I am watching up close as IREN positions itself to make a run at being one of the largest companies on the planet. There are no guarantees of anything in life but IREN has all the right ingredients. Let's freaking go.


Summary: Initiated a small long position in IREN with conviction in a big underlying thesis.

Small starter.

Big idea.

$IREN https://t.co/43G8uKBLXl


You're right about $NUAI. I should've included them. I like the messy ones.

Summary: Bullish on NUAI; endorses parent's high-risk/high-reward framing and says it should have been included in their write-up.

@dusty_bull You’re right about $NUAI. I should’ve included them. I like the messy ones. Don’t know $FRMI. Will have a look.

@ChairmansLedger Excellent write up and take on each name. I completely agree with $IREN being the best vertically AI landlord today and I’m a long time $NBIS holder as well ($32 avg).

I would add $NUAI and $FRMI have a lot of high risk high reward right now too, to throw in the mix.


Best work I've seen on $TRT for those interested in a compleling story.

Summary: Endorses bullish research on TRT as a compelling story.

industry='Semiconductor Equipment & Materials'

@ChairmansLedger I have my main article here -> https://t.co/fKEmdN83ag

And then my thesis on the AMD customer -> https://t.co/COpyB4neqS

Rest is all on my profile


That is $IREN to me. The market spent years treating it like its old business… I think the real story is power-backed infrastructure as compute becomes one of the scarcest resources on earth. That is why I have sized these names accordingly.

Summary: Long IREN and DGXX as power-backed compute infrastructure plays on a multi-decade AI buildout; references NBIS as an analogous setup.

The AI infrastructure buildout is barely in its first innings.

Everyone on here is trying to figure out where in the stack they want to be.

Power. Compute. HPC DCs. Photonics. Memory. Networking. Cooling. Models/Apps.

Some of those layers I understand well. Some I understand just enough to be dangerous.

That is why I keep coming back to the most physical parts of the stack.

Land. Power. Buildings. Capacity. Hyperscalers and AI labs who need more compute than the world can currently provide.

That is $IREN to me.

The market spent years treating it like its old business, and probably still does to some extent until AI revenue really shows up.

I think the real story is power-backed infrastructure as compute becomes one of the scarcest resources on earth.

$DGXX is earlier, smaller and more execution heavy, but that is part of the appeal to me.

It feels closer to an early mini $NBIS style setup if they execute.

Same bet: compute demand is a 2 to 3 decade buildout.

The sheer deficit in compute gives me sleep at night comfort. That is why I have sized these names accordingly.

And dare I say it, I think this sector can 100x over the next few decades.

I think we are still early in figuring out who owns the real choke points.

People like @jiahanjimliu, @Agrippa_Inv and @FransBakker9812 are deeper in parts of this stack, but this is how I’m framing it.


$DGXX is earlier, smaller and more execution heavy, but that is part of the appeal to me. Same bet: compute demand is a 2 to 3 decade buildout. That is why I have sized these names accordingly.


It feels closer to an early mini $NBIS style setup if they execute.

industry='Internet Content & Information'


If you are excited about $ONDS with a $13 handle, you are not thinking big enough.

Summary: Bullish ONDS well beyond $13; current price undersells the upside.


Summary: Bullish IREN: endorses TA map with $63.59 breakout leading to $70 zone, technicals aligning with fundamental transition.

Asaf is one of the few TA accounts I actually pay attention to.

Clean levels, no circus.

Price is still sitting between the retest zone and the breakout level, so this map is very much alive.

If $IREN clears it, the technical setup starts matching the fundamental transition.

$IREN | Update

Zoomed-In Chart.

$IREN retested $58.75 and so far the retest from above looks beautiful, with buyers stepping in.

THIS IS the first GOOD sign.

The next important step is to clear $63.59.

Doing so, and the next target zone is the $70 range.

Good work so far, https://t.co/4GyQRmUrRQ


Summary: Long IREN (preferred over APLD) and long DGXX as top tier-2 data center pick.

@Billions777888 You’re the man. I’m long IREN which for me beats APLD. DGXX is my boy for tier 2 screamer.

@ChairmansLedger I like APLD DGXX and HUT. SLNH is interesting but of the tier 2 data centers its at the bottom. Top tier 2 = DGXX KEEL HIVE and NUAI - with NUAI the most risky of the four. I dont follow BRIN or VIVO. As far as WYFI goes I owned BTBT at one time and Sam is a joke in my opinion.


Summary: Holds IREN as highest-conviction full-stack AI infrastructure play; also bullish NBIS for 3-5x over next few years despite exiting position.

Not long ago I sold my entire $NBIS position to double down on $IREN.

Was that a good idea?

Looking at price action alone, no.

Do I regret it? Yes.

Was it a mistake? No.

$NBIS is actually one of my favorite companies in the world right now and I think they have a very bright future. There are execution obstacles, but I would not be surprised to see it 3-5x from here over the next couple of years.

I just had to choose. And at this point in time, $IREN gives me the most conviction.

To me, it has the most asymmetry, the most defensible moat, and most importantly, owns one of the scarcest full-stack assets in the market today.

Power. Land. Time to compute. Speed. Execution. Global footprint and $NVDA validation in the purest sense.

That is the stack I want maximum exposure to.

Sometimes good investing is not choosing between good and bad.

It is choosing between great and greater.

I may be wrong on the timing. I may even be wrong on the choice. But I am very clear on the reason.


$NBIS is actually one of my favorite companies in the world right now and I think they have a very bright future. I would not be surprised to see it 3-5x from here over the next couple of years.


Summary: Bullish RKLB: ATM raise is smart capital deployment for an accelerating business; author holds shares and wishes he owned more.

$RKLB accessing $3bn ATM is exactly what ambitious companies should do when demand, execution and strategic relevance are accelerating.

The market will absorb it quickly.

Critical capital today for a much larger space systems company tomorrow.

Unfortunately I only own 3k shares.


Summary: Initiated a starter long position in AMPG at the intersection of space, defense, SATCOM, quantum, and AI-RAN.

Starter position in $AMPG now complete.

This sits exactly where I want more exposure.

Space. Defense. SATCOM. Quantum. AI-RAN. Resilient comms.

Tiny company, big intersection.

The world needs more signal, cleaner RF, hardened comms and domestic infra that still works when things get messy.

That is the bet.

I’m now a proud owner of $AMPG.

This sits in one of my favorite intersections:

Space, defense, SATCOM, quantum, AI-RAN and resilient comms.

The simple version:

The world needs more signal. More bandwidth. Cleaner RF. More hardened comms. More domestic infrastructure that


Summary: Author confirms a starter long position in KRKNF.

industry='Scientific & Technical Instruments'

@chad_miller_ Little starter position. 😉 https://t.co/B1tw2kar1y

@ChairmansLedger have you started a position in $KRKNF yet?


Summary: Bullish ONDS before earnings; market hasn't yet priced in what the company is becoming, re-rating opportunity still open.

@YoYInvestor The confusion is the opportunity because once the market agrees what $ONDS is becoming, the easy re-rate is already gone. Tick tock

$ONDS “Current valuation feels completely disconnected. Execution risk narrative is getting old — the company keeps proving it wrong with every new contract.” 🎯

Earnings on Thursday. ⏰


One of the most critical companies in today's world that no one knows exists.

Summary: Endorses Kraken Robotics as a critical, undiscovered defense-tech company; implied bullish.

@PhotonBull One of the most critical companies in today’s world that no one knows exists.

$KRKNF $PNG.V

When the rotation into defense technology stocks comes, I expect Kraken Robotics to be amongst the best performers in the group

The Iran War showed the world how important subsea warfare is. There were headlines about subsea cables, mines and the Strait of Hormuz


Summary: Likes both OSS (stronger, derisked) and MRLN (more asymmetry, preferred); both are live bullish positions.

@oliver80732720 I really like $OSS. Not sure if you saw my comment around looking at both and deciding on $MRLN. My take is that $OSS is a stronger business atm, more derisked and probably a better sleep at night name. $MRLN to me had more asymmetry and ultimately that’s what I’m after.

@ChairmansLedger Reply it’s a lower marketcap and I’d like your reply


$MRLN to me had more asymmetry and ultimately that's what I'm after


Summary: Long IREN and ONDS as clean structural plays on compute demand and defense autonomy.

Hope some of you were positioning for this.

$IREN and $ONDS are not random momentum names.

They are two of the cleanest public market expressions of the same trade:

Compute demand and defense autonomy are becoming structural, not cyclical.


Summary: Long ONDS as a platform integrator for defense systems-of-systems, not dependent on inventing every component.

Fair. There is excellent drone tech coming out of Ukraine and everywhere else, but the $ONDS bet is not that they invent every best widget. It is that they become the platform that integrates sensors, autonomy, command software, networks, acquisitions and distribution into a real defense system of systems.

@ChairmansLedger Honestly, I'm worried that much more cheaper and much more experienced Ukrainian technology could displace them. They seem to offer solutions that are already heavily tested by different parties in Russian war against Ukraine.


Summary: Holds ONDS long, grateful to have entered under $9.

Thank you to the market gods for letting me buy $ONDS under $9.

I’ve done the work on $ONDS, and I’m sized accordingly. https://t.co/i7mPFBO1g9


Summary: Bought IREN $45 strike LEAPS expiring Jan 2027; bullish long-dated position.

@miraclemaster07 @JonahLupton @FirstWaveFund First and foremost, never outsource your judgement to anyone, especially on X and especially with your own hard earned money. Now that we have that out of the way, I actually bought IREN $45s for Jan27 today.

@ChairmansLedger @JonahLupton @FirstWaveFund Fundamentals aka 101 of investing. If you were to buy leaps for iren today which one will you buy and why. You convinced me to open the iren position.


I'm long $KRKNF with about 60k shares. One of my favorite names.

Summary: Holds 60k shares of KRKNF; one of author's favorite names.

@damnedcondor I’m long $KRKNF with about 60k shares. One of my favorite names. 🫡

@ChairmansLedger Speaking of another defense stock $KRKNF, what’s your take on it?


Summary: Bullish KRKNF as subsea infrastructure becomes strategic across telecom, energy, defense, and sovereignty.

$KRKNF is interesting because subsea infrastructure is becoming strategic infrastructure.

People ignore the pipes until the pipes become the battlefield.

Telecom.
Energy.
Defense.
Sovereignty.
Redundancy.
Repair capacity.

The world runs through fragile chokepoints.

That is not a niche market.


Summary: Bullish BRUN: under-the-radar early-stage name that the market will eventually be forced to notice.

@rndo_calrisian Yep. $BRUN is early, messy, and exactly the kind of thing the market may ignore until it suddenly cannot.

@ChairmansLedger Quite a run on TRT this year.  I’m not at all familiar with BRUN, I’ll have a look. Thank you.


Summary: Bullish IREN: operational benefits of NVDA deal (GPU access, priority scheduling, strategic validation) matter more than whether NVDA wrote a check.

Respect @YoYInvestor’s work, especially on $ONDS, and fair questions in here.

But I think the market is too focused on whether $NVDA wrote a check.

The more important piece is what $IREN gets operationally:

GPU access.
Priority scheduling.
Strategic validation.
A faster path up the AI infra stack.

That matters.

THE $IREN × $NVDA DEAL: BULLISH OR BEARISH? 🤔

I went through both press releases to see what all the hubbub was about.

By the way, I hold no position in $IREN or $NVDA.

First, there are two separate deals being sold as one story.

Deal 1: $NVDA’s press release

$IREN gets https://t.co/fAHcLOXRjA


Summary: Bullish ONDS as domestic drone/counter-drone complex gains market attention amid Pentagon and Trump admin funding talks.

The market is waking up to the domestic drone complex.

Trump admin funding talks.

Pentagon drone dominance.

US made UAS priority.

Counter drone moving from niche to national security requirement.

$ONDS sits directly in the conversation the market is finally starting to care about.


Summary: Bullish on TRT; thinks the story comes together from here.

@dean_drago Don’t catch yourself hoping. It’s an interesting story. Been around for decades. I think it comes together.

@ChairmansLedger god i hope $trt pops off again soon, i bought it at overnight prices last sunday and added more when it dipped, my avg cost is $17.50 lol.


Summary: Bullish ONDS: autonomous systems/counter-drone/defense comms platform thesis is proving out via acquisitions, backlog, revenue; conviction on execution.

$ONDS is no longer a “what if” story.

The market wanted proof that autonomous systems, counter-drone, and defense communications could become one operating platform.

That proof is starting to show up.

Acquisitions. Backlog. Revenue. Capital. Mission fit.

Now the only question is execution.

I’ll take that bet.


Summary: Long IREN: power-backed large-scale compute capacity is scarce and differentiated from generic GPU rental; thesis intact despite spot pricing weakness.

I think you’re compressing two different things. Rock bottom spot GPU pricing tells you undifferentiated cloud is competitive, and I agree with that, but it does not prove that power backed, near term, large scale compute capacity is not scarce. Those are not the same product. The risk for $IREN is whether they can convert power, sites and $NVDA validated infrastructure into durable contracted revenue with acceptable economics. If they can’t, I’m wrong. But ST cloud pricing weakness does not break the thesis by itself it just means the market is punishing anything that looks like generic GPU rental, and my bet is that $IREN is not just that.

@ChairmansLedger im not referring to their headline deals with MSFT, im referring to their cloud ex MSFT/NVDA. PG, BC, and parts of Childress. How you can you argue that they have "To me, it has the most asymmetry, the most defensible moat, and most importantly, owns one of the scarcest


Summary: Endorses ONDS bull case: Omnisys acquisition accretion + rerating as acquired revenue is pulled into a higher-value platform.

@john_doe1479 Yes, the blended multiple drops, that’s the accretion. The bet is that ONDS can then pull that acquired revenue into a higher value platform over time.

$ONDS a math lesson. assume only $400 mm in 2026 revs before omnisys deal (prob $450-500mm but call it $400 cuz consensus around there). Ignoring $1.5 B cash, trades 11.3x. Buy omnisys at 3+x rev. And P/S falls to 10.3x

That accretion my friends

Our schools have failed us 😢


Summary: Bullish on ASPI as an overlooked opportunity.

@RosannaInvests Absolute sleeper. $ASPI 🚀

$ASPI - The HALEU + Helium critical materials play.☢

Price: $5.55 (May 22)
Market cap: ~$681M
52-week range: $3.92 - $14.49
Q1 2026 revenue: $4.18M continuing ops (+278% YoY, beat $3.68M est)
Q1 EPS continuing ops: -$0.06 (beat -$0.28 est)
Total Q1 revenue (incl Renergen): https://t.co/6dXCnLhqut


Summary: Endorses buying ONDS on the red-day pullback; thesis intact, cheaper price = opportunity.

@TheProfInvestor Red days separate tourists from owners.

If the thesis improved and the price got cheaper, the market just handed you a decision.

$ONDS Red day is for buying stocks you missed out on.

Thats what is standing between the guy  you are and the guy you want to be.

There's the pullback on Ondas. https://t.co/LrknyqVcU2


$AMPG is quickly becoming one of my favorite companies. I think $AMPG wins.

Summary: Holds long AMPG; bullish on RF/signal-amplification technology across defense, space, 5G, quantum, AI-RAN with decades of persistence now in front of massive end markets.

$AMPG is quickly becoming one of my favorite companies.

At today’s high, it was up 78% since I posted my entry.

This is how I actually underwrite companies before I care about the stock.

Start with the basics.

Q: What do they do?

A: They amplify signals.

Q: What does that mean?

A: In the real world, important signals are often weak, noisy, or hard to detect. Satellites, Defense systems. 5G networks. Quantum computers. Space. Radar. Comms. AI-RAN. The signal is there, but it needs to be heard clearly.

Q: Why is that interesting?

A: Because the world is moving toward more connectivity, more data, more spectrum, more satellites, more defense systems, and eventually more quantum infrastructure. All of that needs better signal quality.

Q: So is this just another small tech story?

A: Maybe. But I don’t think so. What interests me most is not just the product. It’s the persistence. This company has been working on RF, microwave and low-noise amplifier technology for decades. Most companies would have died. Most teams would have quit. They didn’t. That matters to me.

Everyone loves the overnight success story. I usually prefer the company that spent 20+ years getting technically dangerous before the market noticed.

Q: Why does the team matter so much?

A: Because the tech gets you into the arena. The team determines whether you survive long enough for the opportunity to arrive.

Think about $NOK or $SSNLF/Samsung.

At different points, people thought they were dead, finished, too old, too slow, practically irrelevant.

Then the world changed again.

And the same boring persistence that made them look outdated suddenly became an advantage.

I love companies that refuse to die, keep building, and then wake up one day in front of much bigger end markets than the ones they started in. The team matters most to me. The technology backs it up. And now the market is starting to notice.

AI has given a lot of companies another chance to win. I think $AMPG wins.

Starter position in $AMPG now complete.

This sits exactly where I want more exposure.

Space. Defense. SATCOM. Quantum. AI-RAN. Resilient comms.

Tiny company, big intersection.

The world needs more signal, cleaner RF, hardened comms and domestic infra that still works when https://t.co/JUumQxV6zQ


The direction is obvious. The market is still underestimating how clear the transition has become.

Summary: Bullish IREN: market underestimating its transition to AI data centers/GPU deployment; execution already underway.

The amount of skepticism still around $IREN is wild.

The direction is obvious.

Power base.
AI data centers.
GPU deployment.
Software layer.
Enterprise customers.

The market is still underestimating how clear the transition has become.

This is no longer theory.

It is execution in real-time.


I think $IREN is overdue for a deal. Anthropic is a good fit on both the US and Aussie fronts. I do think it's likely $IREN will remove some concentration risk by partnering with AI labs

Summary: Bullish IREN: expects it to land an AI-lab deal (Anthropic cited as fit) to reduce concentration risk.

@SmallCapSnipa Good overview. Sound and reasonable. I think $IREN is overdue for a deal. Anthropic is a good fit on both the US and Aussie fronts. I do think it’s likely $IREN will remove some concentration risk by partnering with AI labs rather than another large HS. Time will tell as usual.

@ChairmansLedger $NBIS has the momentum. It wouldn’t surprise me. Just not sure about the whole Google backing + TPU deployment.


Summary: Initiated long position in MRLN; views autonomous flight software as a compelling pure-play on Edge/Physical AI leaving the data center.

Completed my starter position in $MRLN.

Autonomous flight software feels like one of the cleaner pure play expressions of Edge AI / Physical AI.

AI leaving the data center and entering aircraft.

Looking forward to seeing the thesis play out and continuing to add as the story develops.

Appreciate the market gods for the dip.


Summary: Buying KRKNF cheap now ahead of Covelya merger and Nasdaq listing catalysts.

@babyfolio @PhotonBull Will take it cheap today. Thanks

People are sleeping on $KRKNF /$PNG.V

Nothing is priced in.
Not the Covelya merger, not the Nasdaq listing.

You can get it cheap today, or super expensive in half a year.


Summary: Bullish IREN: scarcity of power/energized sites gives it strong negotiating leverage; no hyperscaler deal yet ≠ no demand.

I wouldn’t confuse no announced deal yet with “trouble selling compute.” If anything, $IREN is in one of the strongest negotiating positions in the sector because they are not forced to take the first available contract. Power is scarce. Energized sites are scarce. Near term time to compute is scarce. That gives them the ability to be selective on customer, structure, duration, economics and strategic value. Could they execute poorly? Of course. That is the risk. But “they haven’t announced the hyperscaler deal I wanted on my timeline” is not the same thing as “nobody wants the compute.”

@ChairmansLedger Fair.

what asymmetry does it have at its current valuation when their cloud returns have deteriorated since last year while improving for the neocloud market?

"most defensible moat" = what exactly is their moat? Land/power? theyve acquired what 2GW+ in the last few months,


Summary: Decisive bullish quality verdict on Kraken Robotics as an underappreciated defense name.

@EhrmantrautCap_ One of the best defense names no one knows exists.

Kraken Robotics $KRKNF / $PNG.V Q1 2026 earnings report:

Q1 2026 revenue: 21.7m CAD (up 35% y/y)
Q1 2026 gross profit margin: 56%
Q1 2026 adj. EBITDA: 3.0m CAD
Q1 2026 net profit/loss: -3.326m CAD

Order intake:
- Announced orders in 2026 now total approximately 97 million CAD,


Summary: Firmly long ONDS; calls it a one-of-a-kind, expects mispricing to correct upward.

The market doesn't owe you a thing. It can be non sensical for a prolonged period of time and you can even like or not but if it changes your behavior, that is ultimately what matters. For me $ONDS is a one of one and I've been right too many times to believe that something that currently doesn't make sense, won't always be that way.

The market is up 10% since October

There have been two major military events since then

Venezuela was a fast move from the US

The Iran War is still ongoing

$ONDS is now trading lower than it was in October

Make it make sense https://t.co/3pa2C5tNNW


Summary: Long ONDS and KRKNF as positioned plays on critical-infrastructure vulnerability (airspace, ports, cables, pipelines, data, power).

Most people either forget, or never knew, how thin the line is between order and chaos.

War was waiting for man before man had a name for it.

Airspace. Ports. Cables. Pipelines. Borders. Cities. Data. Power.

The layers we depend on most are the layers our enemies will target first.

That is why I have sized $ONDS and $KRKNF accordingly.


Summary: Still sees upside in NBIS but trimming as asymmetric profile diminishes; residual bullish lean.

@longinvest32 Because even great companies can eventually lose their asymmetric profile.

I still think $NBIS has some room to go, but allocation is about forward return, not loyalty.

Why would you trim the best horse in inference speed and ai factory race don’t make sense $NBIS


Summary: Bullish ONDS into earnings, implies price target of $15 (above parent's $10.50).

@BlackPantherCap @YoYInvestor Wake me up at $15.

👀 $ONDS CLOSING THE DAY IN GREEN?🟢

Earnings BEFORE pre-market tmr.

See you at $10.50 tmr.

-BP

Not financial advice.

Picture: @YoYInvestor https://t.co/AaDN1Iu1gh


Summary: Initiated a small starter long position in TRT.

Little starter position in $TRT.

Enough to pay attention. https://t.co/EkPEh5h1Qn


Summary: Holds long ONDS position; sold Jan 2027 covered calls at $30, implying bullish view to at least that level.

A lot of people ask me my price target for $ONDS.

I’ll say this much:

I just sold Jan 2027 covered calls at $30.


Summary: Bullish ONDS: 5-month consolidation ending, rising backlog/guidance, $1B+ cash, strong M&A pipeline, 30%+ short interest ripe for squeeze, resistance flipping to support.

$ONDS is at a major inflection point.

It’s been consolidating for 5 months after a major run up.

Increased its backlog. Increased its rev guidance multiple times.

Sitting on $1bn+ of cash.

M&A pipeline strong.

Inpatient and disgruntled retail sold.

30%+ short interest that would take days to unwind.

Resistance flipping to support.

I think this is starting to look dangerous.


Summary: Bullish ONDS as a beneficiary of Trump administration funding talks for US drone companies.

The Trump Administration Is in Talks to Fund U.S. Drone Companies: WSJ


Summary: Opened a new long position in DGXX.

Started a position in $DGXX today. Let’s see.


Summary: Holds ONDS and questions whether the position is large enough — implying strong ongoing bullish conviction.


Summary: Bullish IREN: financing reflects opportunity size, not distress; investors wrong to flinch.

Most investors are trained to flinch when they see financing.

That is why they miss the best growth stories.

The question with $IREN is not whether new capital is scary.

The question is whether the company is raising because it has a problem, or because the opportunity in front of it is bigger than the balance sheet it had yesterday.


Summary: Bullish ONDS: war chest from financing gives capital to execute while weaker defense peers get squeezed.

Exactly. In defense, the balance sheet is not a side detail.

$ONDS now has a war chest. Maybe it was not the cleanest financing anyone has ever seen, but it gives them enough capital to execute and then some.

That matters when the sector is moving fast, weaker players are getting squeezed, and real customers care more about delivery than pitch decks.

Looking back this month how many defense companies have just been annihilated by public offerings or banking on singular drawn out contracts that never come - just proves how difficult it is in this market without proper leadership and a strategic financially disciplined leaders


Big fan of $ASPI. I've been in since it was in the $4/5s. If they can pull off the mission they will be a well known company globally.

Summary: Long ASPI (held since $4-5), MRLN as Edge/Physical AI pick, and AMPG as a new portfolio position with tech gaining recognition.

Big fan of $ASPI. I’ve been in since it was in the $4/5s. If they can pull off the mission they will be a well known company globally.

$MRLN and $AMPG are both new to the portfolio.

$MRLN is my pick on my latest theme of Edge and Physical AI.

$AMPG has been around for 20+ years grinding and their tech finally becoming impossible to ignore.

@ChairmansLedger Thank you. $ASPI $MRLN $AMPG are the three that I need to spend time on this weekend and/or next week. #SleepIsOverrated 🤣


$MRLN is my pick on my latest theme of Edge and Physical AI.


$AMPG has been around for 20+ years grinding and their tech finally becoming impossible to ignore.


That is why $AMPG is interesting to me. Because it sits at the intersection of domestic supply chain, defense, Open RAN, AI-RAN, edge compute and resilient comms. Small company. Big if.

Summary: Bullish AMPG as a small-cap play on trusted domestic radio infrastructure at the intersection of defense, Open RAN, AI-RAN, and edge compute.

This is the right framework. The strategic issue is not “can America use foreign radios today.” Of course it can. The issue is whether the radio layer becomes materially more important as AI moves to the edge, autonomy scales, drones become standard, factories automate, and networks become part of the real-time decisioning stack. If that happens, i think trusted domestic radio infrastructure stops being a nice to havce and becomes critical infrastructure.

That is why $AMPG is interesting to me.

Not because it is guaranteed to beat $NOK or Ericsson.

Because it sits at the intersection of domestic supply chain, defense, Open RAN, AI-RAN, edge compute and resilient comms. Small company. Big if. But the “if” is exactly why the setup exists.

@ChairmansLedger My friend, I invite you to read this angle.

Would be great to know your honest opinion.

https://t.co/BwqjDYvWex


Summary: Bullish on DGXX; expects price to go up.

TL;DR this means we’re going up $DGXX

---

Easy. @mkfilko


Summary: Bullish ONDS on acquisition of AI defense software BRO; author sees it as a step toward platform integration.

Plain English: $ONDS just bought software that helps military systems see more, decide faster, and coordinate action across sensors, drones, and command systems.

This is how the pieces start becoming one platform.

Ondas to acquire Omnisys Ltd., adding its AI Battle Resource Optimization (BRO) software for multi-domain defense planning and real-time decision-making. BRO integrates data from sensors, C2 systems, autonomous platforms, and other assets into a unified operational picture and


Summary: Bullish ONDS: sovereign autonomy/C-UAS/comms demand makes it a larger opportunity than a typical defense-tech play.

@JeffGabel The #DroneDiplomacy angle matters because this is not just about selling systems.

It is about countries building sovereign autonomy, C-UAS, and comms capability before the next conflict forces the issue.

That is why $ONDS is bigger than a normal defense-tech story.

$ONDS Sharing a few thoughts ahead of earnings this week to where my head is at, how we got here and the catalysts that I'm most excited for ahead.

 Kept it short as there's no easy way to tackle this topic in entirety but I hope it's valuable to someone. Keeping up with this


Summary: Strongly bullish DGXX; price heading much higher with no ceiling in sight.

@runners271851 No warnings needed friend. Whether you like it or not, the elevator is going all the way to the roof.

$DGXX 🚨

When this eventually gets to $10, I hope the sell off isn’t huge. The potential for this stock is huge, you’d hate to sell at $10 and then see $15 or $20 soon. Just remember how early we are and that there’s still so much more announcements coming.


Summary: Long ONDS; market still underpricing its potential as an autonomous defense system of systems.

@Outofmiddleclas No idea what it does today or tomorrow. I’m not trading the 2 day move. I own it because I think the market is still underpricing what $ONDS can become if this turns into a real autonomous defense system of systems.

@ChairmansLedger Will $ONDS keep going or it's done for now after 2 day run?


Summary: Bullish AMPG as a hardware-layer play at the intersection of space, defense, SATCOM, quantum, and AI-RAN before broader market recognition.

Hopefully some of you paid attention to this one.

$AMPG was never about chasing a small cap chart.

It was the intersection that mattered.

Space. Defense. SATCOM. Quantum. AI-RAN. Resilient comms.

The market usually finds the hardware layer late. Sometimes the signal is there before the crowd is.


Summary: Holds 60k shares of KRKNF long and plans to add after the Covelya deal closes.

@skyflightmedia @mc_khristina I really wish them the best. Their pivot into this space was smart. $KRKNF and the pro-forma Covelya entity gives me the conviction I need to be long. 60k shares long and will likely add after deal closes.

@ChairmansLedger @mc_khristina A long time follower (and owner) of $OPTT, i agree. The west coast test with Anduril will be the next make or break.

I appreciate you and will look at $KRKNF.


Summary: Long ASTS; holds position and expects resilient connectivity to be underappreciated by the market.

@stoutiam @thekookreport @spacanpanman @CatSE___ApeX___ @Defiantclient2 Good list. I own $ASTS.

Resilient connectivity is going to matter a lot more than the market thinks.

@ChairmansLedger For $ASTS , @thekookreport , @spacanpanman , @CatSE___ApeX___ , @Defiantclient2

Dip from ER is silly and related to a $15M revenue miss, despite reaffirming annual guidance. Many bullish takeaways from the call. If it’s not in your radar, tomorrow is a good buying opportunity.


Summary: Highest-conviction longs: IREN and ONDS, both framed as misunderstood assets with massive demand pull in transition.

@kolacek7 $IREN is my highest conviction.

$ONDS is where my background gives me the clearest edge.

Different sectors, same setup: old market frame, new strategic asset, messy transition, massive demand pull.

@ChairmansLedger Cool, what's your first public market name then?


$ONDS is where my background gives me the clearest edge.


I won't be surprised if $20 ends up looking conservative if $ONDS executes

Summary: Long ONDS long-term; $20 price target may prove conservative if company executes.

@theshofiles Long term, yes. I won’t be surprised if $20 ends up looking conservative if $ONDS executes.

@ChairmansLedger What's your market cap / PT target for the company? I assume you're invested long term


Summary: Long NBIS; views dilution/tenant/software concerns as transitional not structural, and has been buying at cheap prices.

That is exactly the debate.

Dilution only matters if the capital is wasted. Tenants matter if the power cannot be monetized. Software matters if you think they need to be $NBIS instead of strategic infrastructure.

I think the issues are transitional, not structural.

I’ve thankful people on the other side view it your way. That is why I’ve been able to buy it cheap.

@ChairmansLedger @longinvest32 That’s fair. They also dilute their shareholders significantly more, they have a hard time getting tenants for their DCs and their software layer and inference layer are non-existent. Further, they miss their ARR and revenue guidance hard. They cannot be trusted. Not mispriced.


Summary: Bullish ASPI: isotope separation is a real strategic choke point across semis, nuclear fuel, and energy security — market still catching on.

Since this post, $ASPI is up ~49%.

The market is starting to understand that isotope separation is not a science project. It sits across strategic materials, semiconductor supply chains, nuclear fuel and energy security.

Weird company. Very real choke point.

Since this post, $ASPI is up ~40%.

Sometimes the weirdest looking companies are the most strategic ones, and the market usually notices late.


Summary: Bullish IREN if ATM proceeds fund AI-demand-driven capacity expansion; frames dilution as value-accretive growth financing.

The $IREN ATM debate is missing the point.

If they are raising to plug a hole, that is a problem.

If they are raising into real AI demand to pull forward energized capacity, GPU deployment, and contracted revenue, that is how growth companies win.

The cost of capital only matters relative to the return on the build.


The pieces are there. Autonomous systems. C-UAS. Defense communications. Software. Acquisitions. Backlog. Mission fit. It needs management to execute long enough that eventually they have no choice.

Summary: Bullish ONDS: all strategic pieces in place; market will eventually be forced to recognize value once execution catches up.

My take on $ONDS:

This is a patience test now.

The pieces are there.

Autonomous systems. C-UAS. Defense communications. Software. Acquisitions. Backlog. Mission fit.

But the market still wants a clean story before it pays a clean multiple.

That is where most investors struggle.

They want the reward of being early without the discomfort of waiting while it still looks messy.

$ONDS does not need everyone to understand it today.

It needs management to execute long enough that eventually they have no choice.


Summary: Initiated a small long position in DGXX; expects the story to get more interesting from here.

Small starter in a story I think gets more interesting.

$DGXX https://t.co/4WklQGy6O2

Started a position in $DGXX today. Let’s see.


Summary: Bullish ONDS as C-UAS market expands from defense niche to every critical infrastructure sector needing layered drone defense.

C-UAS will not stay a defense niche.

I’ve seen what cheap drones can do when expensive assets are not protected.

The answer is not one product. It is an integrated autonomous system with multiple vectors.

Detect.
Track.
Identify.
Jam.
Intercept.
Communicate.
Coordinate.
Command.
Defeat (soft or hard).

Airports, ports, energy sites, data centers, prisons, stadiums, government facilities, oil refineries, schools, critical manufacturing.

Every serious asset now needs a layered defense plan.

That is the market $ONDS is walking into.


Summary: Bullish IREN despite disclosure frustration; capital raise demand-driven, not distress, bigger picture intact.

I get the disappointment on disclosure.

Investors should not have to reverse-engineer the most important inputs.

But stepping back, the bigger picture still looks intact: $IREN is raising capital because demand is pulling the buildout forward, not because the old business needs oxygen.

A little messy, but still very interesting.

$IREN
"we haven't disclosed the specific amount of GPUs"

1. 🤮 reminds me of $NBIS
2. Setting a terrible precedent here for future deals
3. Making it purposely difficult, to not let analysts properly value your 2027 revenue
4. Increasing the polarized view on @IREN_Ltd by the https://t.co/GL13q7s5iy


Summary: Long RKLB (strengthening thesis), ONDS (materially undervalued), and ASTS (generational potential if executed).

@RoInOrbit I rode $RKLB from the 40s. Amazing company and I think the thesis keeps getting stronger.

$ONDS still looks materially undervalued to me.

$ASTS is different. That one has generational company potential if they execute.

@ChairmansLedger Do you think it’s frothy at these prices? I’ve already got $RKLB as my main position but looking at $ASTS and $ONDS. Going with $ASTS though.


$ONDS still looks materially undervalued to me.


$ASTS is different. That one has generational company potential if they execute.


Summary: Confirms long position in ASTS.


Summary: Bullish on ONDS and KRKNF as plays on next-gen autonomous/drone/subsea defense, the most important rotation of the next decade.

Yes. I think defense is one of the most important rotations of the next decade, but not the old version of defense alone. The real move is autonomy, drones, subsea systems, sensors, software and distributed platforms. War is getting cheaper, faster and more machine driven. That is why names like $ONDS and $KRKNF interest me. They sit closer to where the battlefield is going, not where it has been.

@ChairmansLedger Ur honest opinion about future defense rotation with geopolitical changes around the world and how deep it will hit companies like $krknf and $ONDS. Do u think , that defense sector is most promising , as we see it and hear everyday . Ukraine , Iran etc. Thanks for answer... .


the $RKLB thesis is now significantly stronger and trades at a fraction of the value of SpaceX. It's only the beginning.

Summary: Bullish RKLB: thesis strengthened post-SpaceX IPO, trades at a fraction of SpaceX's value with more upside ahead.

@InvestWithJorge One can argue that the $RKLB thesis is now significantly stronger and trades at a fraction of the value of SpaceX. It’s only the beginning.

SERIOUS QUESTION

Are you planning to sell your $RKLB shares after SpaceX’s $SPCX IPO? This is a safe space, and no one will judge you for taking profits.


Summary: Prefers IREN over NBIS on more interesting forward asymmetry.

@MathiasTheus @longinvest32 For me, $IREN, not because $NBIS is bad, but because the forward asymmetry looks more interesting from here.

@ChairmansLedger @longinvest32 Please do tell me which company is a better investment?


Summary: Bullish AMPG; author claims the rally has not even started yet.

@CKCapitalxx @hennycapital Dare I say the run has not even begun.

X is all over $AMPG.

Absolutely madness the run we are having.


I sold $NBIS and doubled down on $IREN. Because from here, I think the better forward asymmetry is $IREN.

Summary: Doubled down on IREN over NBIS on better forward asymmetry; sold NBIS position.

A lot of people asking about $IREN vs $NBIS in the comments.

Full disclosure: I owned both.

I sold $NBIS and doubled down on $IREN.

Not because $NBIS is bad.

Because from here, I think the better forward asymmetry is $IREN.


Summary: Bullish MRLN: market underprices its progress through regulatory complexity, contract cycles, and deployment.

Excellent point and fair question.

My view from building a company is that moat isn’t always the whole game. Speed matters more than people think.

AI software may be everywhere, but getting through regulatory complexity, contract cycles, trust, data, and deployment is not easy. $MRLN looks much further along that path than the market is giving it credit for.

@ChairmansLedger I was reading the investor presentation, chewing on some of the DD, feels like AI powered software companies are a dime a dozen...is asymmetry here current contract work?

What do you think the market is not pricing in?


Summary: Long IREN as the cleanest way to own AI infra real assets (power + compute bottleneck).

@TheBigDegen Not exactly ranked, but $IREN is there for a reason. Power plus compute is the cleanest bottleneck in AI infra, and I like owning the real asset side of the buildout rather than trying to guess which app wins.

Hey Chairman, nice to see you have $IREN at the top of your list 🥇

Are these companies listed in order of preference?


Summary: Long MRLN on autonomous aerial OS thesis, endorsed after design review win with USSOCOM.

Thanks to @mkfilko for putting this one on my radar. He’s always coming up with the goods.

Long $MRLN, the new autonomous OS of the skies.

$MRLN is up 20% in AM after it has completed a design review with USSOCOM. This company is my next $BRUN. I wanted to post this write up tmr and have had it written for awhile now. Here goes!

$MRLN trades at 5.6x FY27 revenue while Anduril sits at ~13x and Saronic Series D at


if you're celebrating $ONDS with an 11 handle, you're not thinking big enough

Summary: Bullish ONDS; current $11 price is too low — implies significantly more upside ahead.

PSA: if you’re celebrating $ONDS with an 11 handle, you’re not thinking big enough.


this is a small position for now, but this is the kind of intersection I like to underwrite properly before the market decides what box it belongs in

Summary: Holds a small long position in AMPG, views it as substantive before market re-rates it.

@RKLBMan Exactly. There’s actual substance here, which is why I’m interested.

To be clear, this is not a pump. This is a small position for now, but this is the kind of intersection I like to underwrite properly before the market decides what box it belongs in.

Good to see more awareness of $AMPG.  I've seen some big accounts pump it, but there's meat to the bone here.

Very interesting risk/reward here.

Still have my small position less than 1% of portfolio in calls.  I'm more than likely going to take the shares and just let it ride.


Summary: Long IREN as best risk/reward: physical AI infrastructure (power, land, data centers) differentiates it from peers who can only talk demand.

@TyTalksStocks $IREN. Insatiable compute demand with the physical infrastructure to meet it. Power, land, data centers, scale and execution. A lot of companies can talk about AI demand. Very few can actually turn it into capacity.

@ChairmansLedger What’s your personal favorite risk reward currently in the market and why


Summary: Long ONDS as an underowned defense growth play before consensus catches up; expects patient capital to be rewarded.

I just think there are two kinds of growth investors.

Some chase what is already moving.

Others buy before the growth is obvious in the stock.

$ONDS is still a growth capital opportunity to me. Defense has been under owned while capital chased the obvious AI winners.

The world is not getting safer, and patient capital usually gets paid before consensus wakes up.

I think you’ll come to regret this.

@ChairmansLedger Guess it’s 2 different ways of investing.
I am mainly a growth investor, and seeing the market likes this, stagnant stock prices is a waste of my cash.


Hard not to be a fan of a US made RF layer sitting across SATCOM, defense, quantum and AI-RAN while still being treated like a niche component maker. That's the kind of mismatch I like.

Summary: Long AMPG; sees mispricing as niche component maker while spanning SATCOM, defense, quantum, AI-RAN.

@chinoalemano Appreciate you. You did the real work here.

Hard not to be a fan of a US made RF layer sitting across SATCOM, defense, quantum and AI-RAN while still being treated like a niche component maker.

That’s the kind of mismatch I like.

The Chairman just dropped anchor in $AMPG. ⚓

@ChairmansLedger is now a proud owner, and his reasoning is the cleanest version of the entire thesis I've seen:

"The world needs more signal. More bandwidth. Cleaner RF. More hardened comms. More domestic infrastructure that still


Summary: Bullish IREN: NVDA's selection validates its irreplicable moat of owned power + fully in-house build.

@Agrippa_Inv The real signal isn't the $3.4B headline. It's that $NVDA chose $IREN over the other neoclouds because owning the power and building 100% in-house is the one moat that can't be replicated. 🫡

New $IREN Deep Dive

Our new $IREN deep dive is finally live!

It's honestly the most comprehensive report we have ever released and something I'm firmly convinced will age like fine wine.

Even though it goes into great depth, it's written in a way that virtually every investor


$ONDS is one of one. It is building a layered autonomy, security and communications platform for a world that is getting faster, cheaper, more distributed and much harder to defend.

Summary: Bullish ONDS as a unique, multi-domain autonomy/security/comms platform with vast civilian and military market potential.

Let’s get something straight.

$ONDS is one of one.

How do I know?

Because I have been close enough to the problem to know what actually matters.

People in the comments say “it’s a drone that shoots a net.”

If you said that around people who actually understand the battlefield, you would be laughed out of the room.

$ONDS is not just a drone company.

It is building a layered autonomy, security and communications platform for a world that is getting faster, cheaper, more distributed and much harder to defend.

Air. Ground. Stratosphere. Networks.

Detection. Interception. Autonomy. Resilient comms.

That is the point.

And if you think this only matters on a battlefield, you are sorely mistaken friends.

Airports, stadiums, power plants, borders, ports, cities, oil rigs, data centers, schools, universities. These are next.

The modern world is in for a rude awaking.

$ONDS is about defending the physical world from threats that are only getting cheaper, smarter and more common.

Wake up.


Summary: Bullish ONDS at ~$9 given Stifel's $777M revenue estimate for next year; implied deep undervaluation.

With Stifel now saying $ONDS could do $777m next year, trading in the $9s has me tempted to buy the whole company myself.


Summary: Long IREN and DGXX on multi-decade AI compute infrastructure buildout thesis; insatiable demand from hyperscalers, labs, and nations.

The AI infrastructure buildout is barely in its first innings.

Compute is a 2 to 3 decade story.

The demand is insatiable.

Every model gets bigger, every hyperscaler / AI lab wants more, every country needs its own, and every serious player is realizing they are short capacity.

That is why I own $IREN and $DGXX.

The “AI bubble” is nonsense.

This is the early internet buildout, except with the scarcest asset on earth. Compute.

Do not let bears, doomers and boomers FUD you out of the most obvious infrastructure trade of the next decades.


Summary: Endorses AVGO as a can't-go-wrong hold.

@TheBigBerbowski Personally, I don't think one can go wrong with $AVGO. NFA of course.

I bought the dip $AVGO

Rate the buy
1 - degen move
10 - chef-d'œuvre


Summary: Decisive bullish verdict on AVGO; affirms unstoppable trajectory.

$AVGO

Broadcom just announced a cash tender offer to repurchase up to $2.5B of certain outstanding debt.

Their cash generation is so strong that they can keep investing into the business, return capital to shareholders, and still use cash to optimize the balance sheet. https://t.co/iRulVkMsYz


Summary: Discloses new long position in TRT; watching for the story to develop.

I’m officially a proud owner of $TRT.

Let’s see how this story plays out.


Summary: Bullish uranium/onshoring supply chain plays; advises re-entering as the catalyst has not yet played out.

@jiahanjimliu Nothing has happened yet. Get back it in.

@ChairmansLedger I had a position but expected Iran War to give it a boost due to on-shoring of critical supply chains including Uranium and other enriched materials. however when it did go up as much during Iran War, I exited. Today shows I sold too early.


Summary: Bullish ONDS: business fundamentals (FIFA drone wins, $110M+ Q2 orders, Mistral merger, $1B+ programs) have advanced while price pulled back, making current levels an improved setup.

Actually, a lot changed.

$ONDS at $9 a few weeks ago is not the same setup as $ONDS today. Since then FIFA World Cup counter drone wins. More than $30M of new orders in May. Q2 to date orders over $110M. Record Q1 revenue. Mistral merger completed, bringing direct prime contractor exposure and programs in excess of $1B. Acquisitions closing. Platform expanding. Defense/security/autonomy narrative getting clearer. So yes, price went from $9 to $13.70 and back under $10. That is exactly the point. Price moved all over the place but the business moved forward.

@ChairmansLedger Same questions the other way around no?
$ONDS was at $9 a couple weeks ago, the. It was at $13.70
What changed? Nothing?


Summary: Bullish on KRKNF under $6; author considers current price a steal.

@retail_mourinho Under $6 is daylight robbery.

Up 30% since my post 🦑

Did you buy $KRKNF? Great bounce from the 200MA.

I think it’s still a good buy here.

-RM


Summary: Initiated long position in AMPG; sells RF/hardware components to space, defense, SATCOM, quantum, AI-RAN players; small, early, underfollowed.

I’m now a proud owner of $AMPG.

This sits in one of my favorite intersections:

Space, defense, SATCOM, quantum, AI-RAN and resilient comms.

The simple version:

The world needs more signal. More bandwidth. Cleaner RF. More hardened comms. More domestic infrastructure that still works when things get messy.

$AMPG is not trying to win the satellite race, the quantum race or the AI-RAN race.

It sells pieces of the hardware to whoever does.

Small. Early. Underfollowed.

Thanks to @chinoalemano, @EhrmantrautCap_, @mkfilko and @FinnStockinger for putting it on my radar.


Summary: Long MRLN as the right way to play a theme with inevitable outcomes.

@mkfilko Exactly. I like being long themes with inevitable outcomes. I think $MRLN is the right name in this theme.

@ChairmansLedger Thanks bro. So glad this is playing out, the story is just getting started here! 🫡


Summary: Bullish AMPG as a rare public pure-play on cryogenic LNA/RF theme; key question is backlog conversion and margin expansion into scaled RF infrastructure.

Just to disclaim I am far from a technical guy on this but I will say JG is directionally right as i don’t think $AMPG is a monopoly in cryogenic LNAs. That is probably too strong. The cleaner thesis is that it is one of the few public pure-play ways to express the low-noise RF / cryogenic amplifier theme across quantum, SATCOM, 5G and defense etc. There are private/specialist competitors and larger primes with relevant capabilities, but most of those are either buried inside bigger companies or not investable as a clean public equity. The question for $AMPG is not “are they the only one?” It is whether backlog converts, margins hold, and this goes from niche component supplier to scaled critical RF infrastructure company.

@MoMoMacro I have read several posts saying that $AMPG is the only supplier of LNAs in the West…so can you explain this?  Because these are quite a few names, some part of big fish like L3 Harris. I asked specifically for Western comps and only in LNAs bc there are also parametric


Summary: Bullish ONDS: ONBERG revenue trajectory implies the market is pricing a full-scale European C-UAS platform, not a niche product, amid unavoidable demand.

@bodoxstocks This is why $ONDS is interesting.

If ONBERG is even directionally close, the market is not underwriting a small product line anymore.

It is underwriting a European C-UAS platform at the exact moment demand is becoming unavoidable.

$ONDS

€200M revenue at ONBERG from 2028?! 🤔

no management guidance yet, but market observers reportedly expect €80M to €150M in revenue for 2027, more than €200M by 2028.

the company already expects first revenue contributions in the second half of the current fiscal https://t.co/EuV2KZWF2y


Summary: Bullish ONDS: disconnected defense-tech pieces (autonomy, C-UAS, rail, comms) compounding into one integrated platform; train has left the station.

This is probably the best starting point for anyone trying to understand $ONDS.

The original thesis was about pieces that looked disconnected to the market.

Autonomy. C-UAS. Rail. Secure comms. Critical infrastructure.

The opportunity now is whether those pieces start compounding into one integrated defense-tech platform.

The train has left the station.


Don't see a world where nuclear isn't a core pillar

Summary: Endorses nuclear stocks as a core long-term pillar; bullish on nuclear equities.

@asklivermore Good observation. Don’t see a world where nuclear isn’t a core pillar.

Nuclear is one catalyst away from going parabola.

Planning to buy MORE throughout the next few weeks with the subs if the opportunity presents itself.

$OKLO, $NNE, $SMR, $LEU https://t.co/ytMFuxaAt9


I've done the work on $ONDS, and I'm sized accordingly.

Summary: Holds a significant position in ONDS after doing due diligence.

I’ve done the work on $ONDS, and I’m sized accordingly. https://t.co/i7mPFBO1g9


Summary: Long IREN and DGXX as top picks with a 2030 mark-to-market horizon.

@Billions777888 $IREN and $DGXX are my picks. Mark to market in 2030. Good luck.

@ChairmansLedger I like them both and at current levels I think they are both great deals


Summary: Long RKLB over SpaceX; sees more upside asymmetry at current $70B valuation.

@growthrapidly I think it depends on your strategy. It’ll take SpaceX 5-10 years to 2x best case.

$RKLB for example is trading at $70bn today. More asymmetry there.

@ChairmansLedger Yeah, waiting for a pullback is probably the smartest move.


Summary: Skeptical on OPTT's execution capacity despite real TAM; long KRKNF as the stronger play in ocean autonomy/maritime security.

My quick take is that I’ve owned $OPTT before and still think the opportunity ahead is real. It’s an incredible space and no doubt there will be many players that will emerge. I think ocean autonomy, maritime security, surveillance, energy infra etc etc. all of that matters more every year. My hesitation is less the market and more whether this company/team can actually absorb the opportunity in front of it. Big TAM is one thing but execution capacity is another. Im long $KRKNF and I think they have what it takes to win.

$OPTT I could be wrong and missing something, but this seems like a dislocation to me ... Ocean Power Technologies Announces $10M Direct Offering With Warrants At $0.40 (offering and warrants priced at a PREMIUM to the stocks close, yet the stock is down 20% pre market) ... what


I'm a fan of the whole space and specifically of $KEEL

Summary: Bullish on the whole space; specifically likes KEEL, with IREN and DGXX as top two picks.

@silv_io I’m a fan of the whole space and specifically of $KEEL.

$IREN and $DGXX are my two picks.

@ChairmansLedger How do you see $KEEL compared? @ChairmansLedger


Summary: Bullish ONDS: demand for autonomous/counter-drone/defense comms is there, management can convert it to repeatable revenue.

$ONDS is a pure execution story now.

The demand signal for autonomous systems, counter-drone, and defense-grade communications is not the question.

The question is whether management can turn that demand into repeatable revenue without constantly needing the market for oxygen.

I’ve seen this market from the inside.

They can.

Right market. Right mission. Right timing.


Summary: Bullish IREN: market misprices it as a miner; scarce power/sites + AI demand will force a rerate higher.

Let me see if I can help.

$IREN has not rerated because the market still wants to treat it like a volatile miner with an AI side quest.

The bull case is that this is wrong.

Power is scarce. Sites are scarce. Time is scarce. AI demand is not waiting for everyone to get comfortable.

If management keeps executing, the market will not be able to underwrite $IREN on six month miner comps forever.

In the last 6 months $SPY is up 12.44%.

In the last 6 months $IREN is up 9.82%.

You would have made more money in a passive index fund than holding this company. And that is before you account for the volatility of riding it from $60 all the way down to $30 and back.

The pitch https://t.co/bqDokA4JZt


Summary: Decisively bullish ONDS; consensus underestimates upside.


$IREN is my core AI infra sleep tight at night bet. The market is somehow still debating whether it's a miner or an HPC DC. That is why it's an opportunity.

Summary: Long IREN as core AI infra play on mispricing; long DGXX for earlier-stage asymmetric rerate potential in compute infra.

Alright folks, here it is.

The Chairman’s take on my favorite sector in public markets right now.

The AI infra trade. It's getting crowded, for obvious reason. That doesn’t concern me.

The issue isn’t that there are too many of them. It's that that people are treating them like they’re all the same.

$IREN $NBIS $DGXX $CIFR $HUT $GLXY $APLD $HIVE $KEEL $BRUN $SLNH

Here’s my take:

The best company is not always the best stock.

I like a lot of these names.

$NBIS may be the better company long term. I have said that already.

I still chose $IREN and $DGXX.

Why?

Because ruthlessly I’m not trying to own the best company. I’m trying to own the one with the best asymmetry that is the most mispriced today.

$IREN: is the best vertically integrated AI infra landlord today. Scarce power, land, real execution, capital access, global footprint, $NVDA validation, and the clearest ability to turn energized sites into contracted compute capacity.

$CIFR: scaling well, cap markets access, and real BTC to HPC momentum.

$HUT: infra, power, balance sheet optionality.

$GLXY: more diversified, institutional, and cap markets driven exposure to the AI infra / data center buildout.

$APLD: one of the cleaner public AI data center infra stories. Real scale, real customers, but already much more discovered.

$DGXX: earlier-stage compute infra asymmetry. Smaller, messier, less de-risked, but exactly why it’s interesting.

$HIVE: global footprint and cleaner energy backed compute angle.

$KEEL: earlier stage powered-site compute setup.

$BRUN: proof that the market can reprice credible AI infra very quickly, even with a messy SPAC wrapper and some good standing questions.

$SLNH: energy first infra with compute optionality. BTM makes it interesting.

Now don’t come at me with the “ $NBIS is a better company bullshit” or “what about the $IREN ATM.���

I have addressed both. If that’s your takeaway, you either didn’t read the post or worse, you didn’t understand it.

I am not @jiahanjimliu, @FransBakker9812 or @Agrippa_Inv.

I’m not trying to out-model everyone on GPU rental rates, exact contract terms or every DC nuance.

My view is simple folks:

Where is the most asymmetry?

Where is the biggest bottleneck?

Who can deliver capacity the fastest?

Who has assets the market is still mispricing?

That’s why I chose $IREN and $DGXX.

$IREN is my core AI infra sleep tight at night bet. The market is somehow still debating whether it’s a miner or an HPC DC. That is why it’s an opportunity.

$DGXX is my earlier stage $IREN bet. Less proven. Less institutional. Less obvious. That is the point. When it executes, the rerate will be violent because the market has not fully put it in the right box yet.

This is all about choosing where I think the best risk-adjusted asymmetry sits today.

Right now, I’m certain it’s $IREN and $DGXX.


$DGXX is my earlier stage $IREN bet. Less proven. Less institutional. Less obvious. That is the point. When it executes, the rerate will be violent because the market has not fully put it in the right box yet.


There's something magical about a stock breaking into multi-year highs. It tends to float.

Summary: Bullish AMPG on multi-year breakout thesis: minimal overhead resistance, weak hands gone, upside open if business executes.

$AMPG

There’s something magical about a stock breaking into multi-year highs.

It tends to float. Why?

Because most holders are finally ITM.

No one is underwater waiting to get back to breakeven.

No one is praying for an exit.

No one is selling the moment they “finally get their money back.”

The stock has very little overhead resistance.

That does not mean it can’t go down. Of course it can.

But structurally, a multi-year breakout changes the psychology of the shareholder base.

The weak hands are usually gone. The bagholders are mostly gone.

Now the market gets to ask a different question:

How high can this go if the business keeps executing?

That is where things can get interesting.


my hairdresser's mom still hasn't bought $IREN. We're good.

Summary: Bullish IREN; retail mom-money hasn't arrived yet, so no bubble top in sight.

I just got my haircut and my hairdresser’s mom still hasn’t bought $IREN. We’re good.

The AI bubble is real when your hairdresser tells you her mom just put money into AI data centers.

Not when broke pundits are screaming “top�� because the best companies in the world are spending hundreds of billions on compute.


Summary: Long IREN: current pricing undervalues power assets, T2 compute, NVDA validation, and contracted-revenue upside; asymmetric risk/reward despite execution risk.

You’re right, “spot” was sloppy wording on my part. I meant near term cloud pricing / contract economics, not literal spot pricing for IREN specifically. The debate for me is simple. If IREN’s realized economics are structurally below peers because customers view them as generic GPU rental, then I’m wrong or at least early. My bet is that current pricing does not fully reflect the value of their power, sites, time 2 compute, $NVDA validation and the ability to convert into larger contracted revenue over time. So yes, they still have to prove it. That is the execution risk. But that is also why the asymmetry exists.

@ChairmansLedger Where are you getting spot? Their PG ARR was on multi year contracts. Can also see the confirmation from their RPOs disclosed in their SEC filings. The problem is it seems like their tenor length decreased, an effective miss.

I agree with you compute is scarce right now. Im just


Summary: Long KRKNF as a play on the SpaceX IPO-driven space stock enthusiasm.

@PhotonBull Very reasonable take. I think I’ll take that bet. Long $KRKNF

The market reaction in space stocks leading up to the SpaceX $SPCX IPO makes me very excited for what happens when Anduril finally goes public

Some notable SpaceX 'meme' proxies that went up a lot are $MNTS $SPCE $FJET $CPSH (100%+ gains in a week or two)

The space leaders like https://t.co/g44Axp9zDP


I haven't forgotten about $MRLN. I flagged it around $7. price action does not make the development disappear. If the thesis is still alive, it stays on the board.

Summary: Still long MRLN; thesis intact despite macro-driven fade of the post-milestone run from $7 toward $10.

I haven’t forgotten about $MRLN.

I flagged it around $7.

Then they announced the critical design milestone early, it ran toward $10 in after-hours, and the whole move got faded with the macro headline.

That happens.

But price action does not make the development disappear.

I don’t throw out tickers after one post because they are down.

We never leave a man behind.

If the thesis is still alive, it stays on the board.

Sorry, what…?

$MRLN https://t.co/rKrUqjM745


Summary: Author backs IREN and DGXX as their picks on the Neoclouds & Inference theme.

@noel_moore @RosannaInvests The theme is correct. My money’s on $IREN and $DGXX though.

@ChairmansLedger @RosannaInvests Neoclouds & Inference are the future and $WYFI as a $1B mcap may gain the most.


Summary: Bullish DGXX: securing NVIDIA Vera Rubin systems signals transition to real AI infrastructure; execution risk acknowledged but development is positive.

$DGXX securing NVIDIA Vera Rubin systems is not a small news.

It’s the company moving from “interesting compute story” to “trying to become real AI infrastructure.”

Still early. Still execution risk.

But this is exactly the thing I want to see.


Summary: Long IREN and DGXX as highest-asymmetry plays in the compute/AI infrastructure theme; selectivity over owning every name.

I like $KEEL $HIVE and even $SLNH but I’m just trying to be selective.

My bias in this theme is toward names where the bottleneck is most obvious and the upside case is easiest to underwrite.

With $IREN, that is power, land, scale, time to compute and NVIDIA validation.

With $DGXX, it is compute exposure and the possibility that the market is still underestimating the speed of the inflection.

$KEEL may absolutely work.

I’m just not trying to own every good name in the sector. I’m trying to own the ones where I think the asymmetry is most extreme.

@ChairmansLedger thanks, can you elaborate what you like about them most?

Sounds like you preferred IREN to NBIS - where do DGXX and KEEL stand comparetively?

Thanks


With $DGXX, it is compute exposure and the possibility that the market is still underestimating the speed of the inflection.


I'd rather own the misunderstood landlord than the obvious tenant financier. That confusion is the opportunity.

Summary: Prefers IREN over CRWV: IREN mispriced as miner vs HPC DC with scarce power assets; CRWV already fully understood and priced.

Fair. I think $CRWV may be a great company, but it is not the cleanest asymmetry. It already has a lot of the good news priced in, and the business is more exposed to GPU pricing, financing costs, customer concentration and capex execution.

$IREN is interesting to me because the market is still arguing about whether it is a miner or an HPC DC, while it owns scarce power, land, time2compute, and now has $NVDA validation.

That confusion is the opportunity.

$CRWV is already understood as “the AI cloud name.”

$IREN is still being reunderwritten.

That is why I’d rather own the misunderstood landlord than the obvious tenant financier.

@ChairmansLedger @jiahanjimliu Why? It’s also backed by nvda and does atm like iren as u know lol.


Summary: Holds IREN and DGXX as compute exposure and ASPI for strategic materials/nuclear optionality as AI physical-world expansion makes power constraints matter more.

I think power is the base layer.

Compute gets the attention, but power decides what can actually scale.

$IREN and $DGXX are my compute exposure. $ASPI is more strategic materials / nuclear optionality.

But yes, as AI moves into the physical world, power and grid constraints matter more, not less.

@ChairmansLedger Where do you think energy fits into this AI chain?
Is it too early to think about power/grid constraints here, or is that something you expect to matter more as AI moves further into Edge and Physical AI?


$ASPI is more strategic materials / nuclear optionality


I'm a huge fan of the acquisition strategy so far

Summary: Bullish ONDS; endorses management's capital allocation and acquisition strategy.

@stephengluck People get too caught up in labels.

Banker. Farmer. Fisherman. Operator.

Irrelevant.

What matters is whether management allocates capital intelligently and executes the mission.

Personally, I’m a huge fan of the acquisition strategy so far.

@ChairmansLedger tyvm for this commentary CL. In your assessment nothing is roll-uppy abt $ONDS right? I saw the CEO and Biz Dev guy are bankers from Bear and Unterberg and a ton of acquisitions over the last 6 mos. I defer to your thoughts here, as you seem quite positive abt ONDS's future!


Summary: Recommends rotating half a position into IREN as the next move.

Making $NBIS 40% of my port at low 200's did me well.

What should be my next move?


Summary: Endorses parent's thesis that KRKNF could 2x+ over 12 months on Covelya acquisition approval.

FINALLY.

Here's why $KRKNF / $PNG could 2x or more over the next 12 months from today's news alone.

Regulatory approval for the $615M Covelya acquisition is now official.

Why it matters:

• Kraken transforms from a component supplier into a full subsea systems integrator
• https://t.co/AZ554bkePy


Summary: Long AMPG; believes backlog conversion, margins, and customer traction will outrun dilution and governance issues.

Fair questions JP. On share count, I think you have to model $AMPG fully diluted, not on today’s basic count. If the rights get exercised, yes, holders get diluted, but the company also gets cash. On controls, I don’t love seeing a material weakness, but it is common in small companies and not thesis breaking by itself IMHO. I want to see remediation. For me the question is whether backlog conversion, margins, customer traction and execution outrun the dilution and governance cleanup. My bet is it does.

$AMPG A good write-up here from @Babyfolio.

A company that have gathered quite the following here on X lately, which means I have also started to read up on it. It's not a clear cut case.

Maybe some of you out there can help me get some answers:

1) The internal controls.

In https://t.co/t9Ud9ykYYf


Summary: Author discloses new long position in NUAI.


The $1bn war chest isn't enough to keep them afloat for much longer.

Summary: Agrees Chapter 11 incoming for ONDS; $1bn insufficient to sustain operations.

@CaesarCapitalz Yes. The $1bn war chest isn’t enough to keep them afloat for much longer.

@ChairmansLedger Chapter 11 incoming for $ONDS


Summary: Long ASTS with a multi-year horizon; sees it becoming a Starlink-scale infrastructure name.

I don't disagree. At your level, a low risk double with yield makes complete sense. I’m still in my mid 30s and more inclined to be aggressive. I think $ASTS has a real shot at becoming an infrastructure name people talk about like Starlink, and I have the time horizon to let that play out.

@ChairmansLedger A very low risk double in 4 years w a 6.1% yield not being good enough for ppl to look at is, once again, a sign of where we are in the cycle.  That is an asymmetric bet.  They don’t all have to be names w/ 10x upside but substantial risk of permanent capital impairment.


Summary: Endorses ASTS as an obvious buy under $100; notably coming from someone who says they like to disagree.

@retail_mourinho Hard to disagree. And I like disagreeing.

THIS IS THE MOST OBVIOUS BUY IN THE WHOLE MARKET

I can’t believe it’s trading under $100

the ticker is: $ASTS

the company is: AST SpaceMobile

My name is: RM

-RM https://t.co/GE0uz3ePLJ


Summary: Continuing to add to long ASTS position with no elaborated thesis.

I cannot help myself buying more $ASTS.

Do I even need to explain why?


Summary: Holds a long position in ONDS.

@KOCtrades It was a joke friend. I’m long $ONDS.

@ChairmansLedger That said, the revenue guidance increases, acquisitions, and execution you mentioned are exactly why many investors are still positioned. From the charts, $ONDS has been in a prolonged accumulation phase. These periods are often the most frustrating right before expansion.
Are


Summary: Holds ONDS long-term on multi-year defense autonomy thesis; dismisses chop as irrelevant if execution continues.

@Billions777888 That assumes the goal is perfect capital rotation every few months. Mine is not. $ONDS is a multi year defense autonomy thesis for me. I dont care that it has chopped around for 8.5 months. If the company keeps executing, time is not the enemy. Impatience is.

@ChairmansLedger that makes zero sense and the missed opportunities by holding an asset that long that does nothing when that money could have been used to buy the myriad of assets that have been appreciating is foolish


I own 20k+ shares at a $43 average. I'm here because I think $IREN is one of the best public AI/HPC data center setups in the market.

Summary: Holds 20k+ shares at $43 avg; bullish on IREN as a top AI/HPC data center play on cheap power, real sites, and BTC-to-compute transition.

I own 20k+ shares at a $43 average. I’m not here to pump anything. I’m here because I think $IREN is one of the best public AI/HPC data center setups in the market. Cheap power, real sites, speed of execution, and a path from BTC miner to compute infrastructure. Prove that thesis wrong and I’ll listen.

@ChairmansLedger All you people do is pump $IREN

Have seen you and so many pump it and it goes nowhere

Have played it and made thousands

Looks like you bought in at 70 and you and all the other pumpers trying to get even

f u 2


any day/week/month from now, they could announce a hyperscaler, AI lab or even a government partnership. The conversation will change instantly. Know what you own. Then own it.

Summary: Bullish IREN: imminent hyperscaler/AI lab/government partnership announcement could be a catalyst; urges holders to stay long.

Let me say what everyone is thinking.

 $IREN stock price could be doing better.

We all know that any day/week/month from now, they could announce a hyperscaler, AI lab or even a government partnership

The conversation will change instantly.

Know what you own. Then own it.

Or don’t.

Fuck you either way.


Summary: Long ONDS as a multi-year defense autonomy thesis; consolidation after big run is healthy, underlying business performing well.

A lot of people tell me they’re frustrated with $ONDS.

It’s been “doing nothing” for most of 2026.

Good.

After running from $0.85 to $15 in a year, it probably needed to bore people to death. It’s consolidating here with utter disregard for anyone who needs instant gratification, while the underlying business continues to perform unbelievably well.

Defense autonomy is a multi-year thesis for me.

Time is not the enemy.

Impatience is. Hold the line. Or dont. I dont care.

And neither does $ONDS.


Summary: Holds tens of thousands of IREN shares; ongoing long position.

@miraclemaster07 @hungryinvestorx Exactly. I have 10s of thousands of IREN shares.

@ChairmansLedger @hungryinvestorx How big of a position you have in IREN.?


Some people see $ONDS under $10 and are upset. How could a Black Friday sale upset you?

Summary: Frames ONDS under $10 as a buying opportunity (Black Friday sale analogy); implied bullish.


Summary: Holds Bitcoin as a hedge against inflation and dollar depreciation.

@Stocklnvestment Correct, that why I own assets and Bitcoin. Simple.

@ChairmansLedger Inflation running at 5% a year and a depreciating dollar create the illusion that your making money. Our GDP growth is at the lowest its been in 20 years.


Summary: Long ASTS as the pureplay listed bet on carrier-integrated cellular broadband from orbit.

@AtlasShrug1 Surprising answer. Starlink proves the category. $ASTS is the listed pureplay bet on carrier integrated cellular broadband from orbit. That’s the distinction.

@ChairmansLedger That would be Starlink chief.


Summary: Dismisses bear case on ASTS; implies bullish on execution potential and backlog conversion.

@Temple_Eight Competition exists in every business worth owning. And using a sales multiple on a company that is pre-scale by design is lazy. The real question is whether $ASTS can deploy, commercialize and turn the backlog into step function revenue. Execution risk if all you're mumbling.

@ChairmansLedger SpaceX is a competitor for one and they rely on SpaceX to launch their satellites, thus Elon has the ability to undercut them on pricing. Not to mention it has a cult like following of stock pumpers on here, trades at 400x sales. These should be enough red flags.


Summary: Top pick MRLN: autonomous pilot OS at intersection of Edge AI, Physical AI, software, and defense.

@TacticzH To me, after spending a lot of time here, my pick is $MRLN. The new autonomous pilot OS for civilian and military aircrafts. Intersection of Edge AI / Physical AI / Software and Defense.

What is the most promising psychical AI stock right now?

Not looking for mega/large caps.


Summary: Long ASTS (shares) and RKLB (calls) on the thesis that a major IPO validates the sector and pulls generalist capital in, not a thesis killer.

My take on people worried about large IPOs and what that might do to their smaller companies.

A large IPO does not change the businesses you own.

$SPCX was not a different company the day before it went public.

$ASTS and $RKLB did not become worse companies because a larger name entered the public market.

What changed was attention, liquidity, positioning and comparison.

Tourists rotate into the obvious name. Funds rebalance. People sell the smaller names because they think the category now has a new king.

I dont see it that way.

A major IPO validates the category, forces new comps, pulls generalist capital into the sector and makes people price the full stack.

That is not a thesis killer. It’s the opposite.

I for one loved it. I bought $ASTS on sale and bought $RKLB calls.


Summary: Initiated a starter long position in KRKNF; bullish on underwater autonomy/naval robotics as core defense infrastructure, with plans to reassess after Covelya deal closes.

Built most of my starter position in $KRKNF today.

This name is absolutely slept on.

I keep hearing it has “underperformed the market.” Maybe the stock has.

But if the stock price is underperforming while the business is performing, guess what - the stock price can get fucked.

Underwater autonomy, sonar, naval robotics and maritime awareness are core defense infrastructure.

When the Covelya deal closes, I’ll reassess adding again.


Summary: Long IREN and ONDS; author holds positions believing their runs have not yet started.

@lookinshahp I do get that feeling sometimes. That’s why I like some obscurity here and there. I think names like $IREN and $ONDS among a few others have not begun theirs yet. I bought front row seats.

@ChairmansLedger Do you get the feeling that everything theme you’re interested in has run already? This is what I’m currently sitting with


Summary: Bullish IREN as a physical-scarcity play on power, sites, and GPUs in a compute-bottleneck market.

You opened with “yikes,” so let’s not backfill this into a nuanced product critique now. I’ve spent enough time as a founder and CEO building and financing tech companies to know the difference between a cloud product debate and an infrastructure thesis. $IREN is interesting because it contrls scarce power, sites, GPUs and execution speed in a market where compute is becoming the bottleneck. The opportunty is physical scarcity, not SaaS elegance. That was the point, pal.

@ChairmansLedger @KChung28 To add, on paper iren looks great. I can agree, but unfortunately they lack a lot of tech expertise to take them to the next level, that will be a big gap to fill. If they stick to a more “reit” model, rather than raising massive capex to try to be a real neocloud maybe it  works


Summary: Added to ONDS, ASTS, and KRKNF on volatility-driven dip; ongoing long positions in all three.

I was the happy recipient of volatility today.

Added meaningfully to $ONDS, $ASTS and $KRKNF.

I want to thank fear, boredom and short attention spans for their continued support.

Know what you own. Then own it.

Or don’t.

And once again, fuck you either way.


Added meaningfully to $ONDS, $ASTS and $KRKNF


IREN is the real asset bottleneck trade and wouldn't be surprised if their next deal is with a government

Summary: Long IREN as the real power/land/interconnect bottleneck play with potential government deal; CRWV also works but is a different bet.

Let me try and help here. The ATM is only a problem if you think $IREN is raising capital into a weak opportunity set. I see the opposite. Power, land, interconnects and speed to energization are the scarce assets. If they can raise equity and convert it into higher value AI/HPC infrastructure, that is not dead dilution. That is the machine. $CRWV may work too, but it is a different bet. IREN is the real asset bottleneck trade and wouldn’t be surprised if their next deal is with a government.

Still not really sure how to feel about $IREN here

I feel like their assets and power access are HUGE here and could lead to some upside on the stock.

But on the other side I also feel like it's just not worth buying at this point with the size of their ATM program.

I feel https://t.co/h9yvXKEfK1


$CRWV may work too, but it is a different bet


Summary: Buying Kraken Robotics at ~$5 expecting the market to rediscover its fundamentally strong position.

@PhotonBull Very thankful the price has loitered around $5. Will be getting. Probably my last bite before the market remembers what it forgot here.

FinX lost their interest in $KRKNF $PNG.V and I suspect it will suddenly return soon after the stock is higher

Kraken Robotics is in the best spot they have ever been fundamentally, yet the stock and ticker on X feel like they have been forgotten

The Covelya acquisition was