Since mid-April I've published 30 write-ups. Here's some of the most interesting setups I've written about-- Only a handful have caught the market's attention, let alone the hivemind that is FinTwit: → $BRUN: Saw valuation gap vs. public peers like $NBIS and $CRWV, compliance-first positioning in gov't and regulated industries, $GLXY's team's background in GPU infra, as well as huge demand for data centers. → $RVPH: "Broken" Phase-3 biotech wrapped around a credible, late-stage schizophrenia drug (brilaroxazine), for less than the cash on its books. Now its extending its exclusivity and $TEVA could be a likely partner. → $ATII: Sells ALD machines, coating services, and lithium-ion batteries to three of the hottest markets today: (1) AI memory/logic chips, (2) photonics, and (3) defense batteries. Has a $100M US DoE grant, Samsung SDI equipping and backing its battery factory, and the 2028 law bans U.S. military and its contractors from buying Chinese battery cells (related: $FLNC, which I have another write-up on). → $AWMLF: Owns the largest known undeveloped indium resource in the U.S., which is 100% import-dependent and China controls 70% global supply. Pentagon's stockpile arm now soliciting indium and the company hired Washington DC advisory firm in Feb to chase Defense Production Act funding. Current price covers little more than the risked value of the existing copper project. → $QXO: Brad Jacobs, operator who built five separate multibillion-dollar public companies is running his playbook again, this time on an $800B industry. Look at his track record: United Waste beat S&P 500 by 5.6x, United Rentals' early backers made ~200x, XPO was a 50-bagger for early investors. Tho current market environment isn't friendly to his rollups strategy. → $ELMT: The only US-owned/maker of highly engineered tungsten and molybdenum products. Sources 95% of its concentrate and oxide outside of China and converts into finished parts that missiles, radar, chips, and medical machines consume. Equity stake in $EQR.AX. NAND industry is starting to swap tungsten wiring for molybdenum (Samsung and SK Hynix 375-layer NAND both adopt it, w/HBM the next frontier). → $QMCO: AI workloads multiply volume of cold data being generated. NAND flash and HDD prices doubled or tripled as fab capacity got eaten by AI infra. Data-center power capacity hit a wall in major hyperscaler markets. Where does all the storage eventually go to? Cold data to the tape (the tier below), where $QMCO is the best pure-play. → $CALM: Sells eggs (don't know why I wrote this one up, was hungry). Prob can't rely on avian flu to make big profits so they bought Echo Lake Foods to make ready-to-eat egg products and breakfast items. Of course, there's more nuance to all of these names. And just because I share an idea doesn't mean I have a position (only paid subs know that 😉). Link in bio to access all the write-ups.