@CrosscheckC @DeepSailCapital I was nodding my head reading this and then I got to $coco. I am hooked on their coconut water and could never consider shorting a company that has a product i can’t help buying!

@maxwellhouse99 In the south US as a family of 5 that cooks all meals except going out once a week we spend about $1400 a month at HEB. The items that cost more are the fresh caught fish and steak.

* $SSD software solutions progressing well, CSD software will vertically integrate, still progressing on production management capabilities * Investments in Ohio and Tennessee factories on track to be operational in 2025 * Despite housing being flat, taken market share

@ZaStocks I keep looking at how I sold $RR on December 5th for .79! I has robotics as a theme and felt like I got spread across too many stocks and planes to raise some cash and consolidate.

@SixSigmaCapital I bought $AEHR at 6, then more at 20 and watched it go over 50 and am now down 5%.

@KyleAdamsStocks I wonder what the geopolitical risks exist with it being spun out from Yandix.

@KyleAdamsStocks Fun question! Here is what I came up with: <$100M - $SOTK $100M-1B - $CLPT $1B-$5B - $FLYW $5B-$50B - $TER $50B-$1T - $MELI $1T> - $AMZN

@EarningsNugget I am interested in companies that are in traditional construction, logistics, etc. leveraging technology to deliver faster cheaper. Such as $ARCB with Vaux freight movement system, $SSD with their pergola planner for DIYers need,or $BLDR identify build issues digitally.

@basepowerco @ZachBDell I got on the waitlist in May and it read that you are working through the waitlist. Is my spot in line still good or should I sign up for this too?

RT @freethinkmedia: "Roboforming" could turn a $250B industry into a one-button click: @MachinaLabs_ @EdwardMehr

@EricJhonsa This can be a little bit of a stretch, but $STLD. Commercial solar needs lots of steel and data centers use it too.

@W_Scott_Griffin One more with earnings today is $AMSC with their electric grid solutions. I am watching the management closely to gauge if they can run a profitable business and how well they allocate capital.

@W_Scott_Griffin $PLPC sells accessories for power distribution. They have a large part of their business in communications which has been in a slump (large part due to companies putting purchases on hold while waiting on BEAD funding)

@JigsawCap I think there is a chance that AI on personal devices could be the start of a personal device upgrade cycle. Others will be joining Microsoft announcement of devices—this is the first time in a while I have thought I want a new device:

If they are correct, in 2026 will bring in the revenue of procore today. Not quite apples to apples, but I really like how their platform if streamlining both customers and their staff.

@JigsawCap I own $TER which I believe is in ARK fund and don’t plan to sell anytime soon. The management has gained my trust and proven to me to be prudent capital allocators.

@joshuamschultz We told our kids last summer that if they wanted more than one summer camp/activity they would have to figure out how to pay for it themselves. My 9 and 11 year olds probably know more than me now after failing on some ideas but eventually making enough for theater camp.

@DeepSailCapital I like the list but personally coming from the custom software world am not sold on $ETSC or $SNOW ten years out. For myself I would consider something tangential like $MELI or maybe $TER for the memory testing, potential upswing in mobile device complexity testing and robotics.