I plan on being more active on X in the coming weeks and months.
The last month has been pretty crazy/busy with a major job change. I’ve left U.S. Bank after nearly 8 years and now I am an Investment Analyst for the government.
@HimmyJTheGoat
Jonah is a joke. A fintwit charlatan w/ 4 companies in 2022 go down -95% to -99% but u won’t hear about that. Makes wild revenue projections, lashes out at critics that notice. A screenshot w big YTD numbers…people believe it blindly. Likely added $$ to juice the returns.
@KyleAdamsStocks
is a must-follow on X for fintwit.
If new to investing or an experienced investor looking for fresh ideas not typically covered Kyle provides incredible insight & ideas.
He doesn’t dismiss others or fake his returns (
@JonahLupton
)
Keep it up Kyle! TY 🙏
@KyleAdamsStocks
I like/own $MPTI, but it’s not my favorite under $100M mkt cap.
I own the these under $100M mkt cap:
$TSSI
$CANOF
$FTGFF
$SODI
Holdings $100-200M mkt cap:
$ALAR
$FTLF
$TAYD
Every company listed above is profitable. Most have little or no debt.
The $SMCI headline about 10-K delay doesn’t surprise me:
Super Micro was briefly delisted from the Nasdaq in 2018 for failing to file financial statements. Regulators later charged the company for “widespread accounting violations,”
Buy $TSSI instead. They are gaining business.
@chitchatmoney
Too many…but they are probably too small for your criteria to consider, even though these are all profitable businesses:
$MPTI $HMDPF $PPSI $VTSI $CLMB $LMB $LUXH $CRAWA
1/2
I started a new job 1 month ago. I left US Bank after 8 yrs. My entire team was in a different state. It was a strange arrangement & on my last day/week, I didn’t receive a card or congrats or good luck from anyone, despite leaving on good terms.
@Target
@AskTarget
I talked to a friend that has worked at
@Target
12 years and he said this isn't possible without someone doing something shady. There was no technical issue, it was a human issue...
@TomGardnerFool
$LEAT Leatt Corp. Maker of neckbraces for motorbike/motocross. Exp into full head to toe Fnder-led biz. Dr. Chris Leatt = visionary
Triple digit rev & EPS growth, profitable 📈 no debt. 135m mkt cap Virtually no dilution last few yrs Fragmented mkt w global growth opportunities
@7Innovator
Easy. I would also say Soluna. One of those rare, profitable small gems that 99.9% of people on FinTwit never heard about because they are focused on shiny things & meme stocks...
Stick with quality. A good biz with a good mgmt team focused on return on invested capital
$SLNH
@StockSavvyShay
@KyleAdamsStocks
It still doesn’t make sense because you had 300 shares on August 1st, and now have 250 shares and your cost basis magically dropped $10
@BiggDigitalCo
@blocksearch
Lol you post this but not the delayed filing news today. Also, you had a delayed filing in April 2020. Imagine that... a compliance company not in compliance.
Kyle has a great story. He has overcome physical challenges and is very transparent. He works for a fast growing biz and hustles. Kyle doesn’t offer subscriptions or substacks trying to milk dollars from his audience. It’s getting harder to find people that are genuine.
@DiegoLa95810478
@HimmyJTheGoat
Proof? Unless he deleted his old postings (probably) a few were the following. Note: he didn’t just recommend these, but pumped them crazy:
$DMTK $PRCH $BLDE $ATER $DM $FUTU $APPH $OWLT $INTZ $DRIO $AEYE $STEM
Things I never invest in (except rare occasions):
Airlines
Oil companies
Mineral companies
Pharma
Crypto
REITS
Retail
IPOs
Homebuilders
Automakers
Chinese companies
Insurance companies
Cannabis
Restaurants
Gaming
Companies over $100B mkt cap
Banks/Financial Services/Fintech
Watching $ASPI - ASP Isotopes. Initiated position @ $3.04 Monday, stock ran to $3.65 Thursday. After the bell, a 10M share equity raise priced at just $2.50/share. Dropped to $2.72, opened around $3 on Friday, closed at $3.47 (down 2%)
An interesting biz. Useful links below:
@LogicalThesis
Every time I listen to Waleed the $TMDX CEO speak I am impressed. He is so laser focused. People don’t realize he started the biz 28 years ago and it lost money 27 of those years. 2025 sounds incredibly exciting.
@TMFInnovator
@HealthcareAi4
Thanks Simon. Healthcare/medtech companies are a large % of my portfolio for a lot of the reasons you cited. $LVGO $HCAT $NVCR $BLUE $SMLR $HEMA $KRMD $MRIC $TMDX $FLGT $DYAI $INMD
@KyleAdamsStocks
@neilsbhatia
Buy with both hands. 🙌
For investors looking for microcap exposure, CalNano ticks a lot of boxes. I’d be curious to know what the concerns are.
@sammccolgan
@2t_investing
@BreakoutInvestr
Fair enough on $ASPI
Take a look at $TSSI as well.
Glad to see $CANOF / $CNO.V made the list. I have newly 180k shs at avg around 0.24 and it is my largest holding.
@BrianFeroldi
$KBNT - crazy run last week or two, but still only a $60 mill mkt cap, both a major opp & risk. Recent IPO, cloud-based software that has niche product to detect advertising fraud (bots/non-human traffic) in OTT/CTV space. Uses real-time metrics. Save advertisers $. small float.
@ToffCap
$TSSI - massive growth runway for data center MDC with Dell.
$CANOF - N. American leader for SPS, recently moved into 3x larger facility, down payment on new machinery. focus on debt reduction, star CEO.
@InvestorMexican
$CANOF -avg cost is 0.26 & there were days I was the only person buying. Also days w/ 0 volume. The CEO & I emailed directly. It’s such a scrappy small company that is still in the 1st inning.
$NYWKF as well. Recent $53m contract win is approx 10x their previous contracts.
@Milsapppppp
@linuswilson
Also, Kohl’s made $691 in net income in 2019. It’s not a thriving retailer but it’s financial situation is not as dire as most think.... and roughly only 76% of Kohl’s cash was actually redeemed in 2019. 26k orders x 180 = 4.68 mill 0.76 = 3.55 mill