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why is it currently turned around heading back north on AIS then?
"Today, we spotted a tanker on satellite imagery which departed Kharg Island while spoofing over AIS to show that she departed Saudi Arabia. " https://bsky.app/profile/tankertrackers.com/post/3mjfjdot2rc24 Iran is trying GPS spoofing to get out of the strait lmfao
No. That's what he said he'd do. CENTCOM then downgraded it to blockading Iranian ports. It's unclear if a blockade of Iranian ports is feasible, because the main target (China) isn't in a mood to have its ships interdicted and two US destroyers that 'crossed the Strait of Hormuz' Saturday (including the USS Michael Murphy) were forced to retreat and since seems to have turned off their AIS.
Funny how that doesn't look like what real time AIS maps look like. https://www.vesselfinder.com/ Gosh, how big is a ship on this scale? I'm guessing sub-pixel. While we're at it. Let's remember that Iran is tremendously dependent on shipping through the strait. A complete closure of the strait is going to hurt Iran far more than the rest of the world. It's interesting that the US didn't do this weeks ago. I suppose that they were counting on China to lean on Iran. That didn't seem to work.
LOL. You literally prove my point. Not only is the NAVY prepared they recently upgraded. And how do you think they launch unmanned ships? And why would you assume all then ships in the area have AID on? If you look into it you will see this one ship turned on AIS on purpose right as they got to the strait. lol.
if they wanted to signal that crossing was safe they'd just do it with AIS on
search for ppl tracking by satellite not AIS. heres the first one i found, 29/31 tankers sanctioned [https://x.com/TankerTrackers/status/2040475834981535771](https://x.com/TankerTrackers/status/2040475834981535771)
Here is the brutal truth for the guys still buying calls: Citrini Research sent an analyst into the Strait of Hormuz with $15,000 in cash and Cuban cigars. The Strait is not closed. Ships are turning off their AIS transponders to pass through an Iranian checkpoint, meaning satellite-based maritime tracking is systematically undercounting Persian Gulf oil throughput. Any commodity quant strategy currently feeding on AIS-derived flow data is working with a biased input. The Citrini report has already been credited with moving the oil price. This is the exact failure mode that quantitative models are vulnerable to in high-disruption environments. A data source that was reliable under normal conditions becomes directionally incorrect when the underlying behavior changes. The firms that identified the AIS blind spot first got the edge. The ones that did not are still running models on incomplete data. You are welcome WSB! By the way I sold my HIMS / HIMZ position at $200k gain ($27 share price) and plan to reenter it soon. Looks super attractive at $19! Looking forward to the next lambo 😉
The strait is open and has been open throughout this entire shitshow. Traffic is down and ships are being cautious but “ the strait is closed” is just an inflammatory headline. I mean bravo for using an AIS screenshot but ships are still moving in and out.
Where is the AIS information on these ships? And what ships are appearing to take places for the delivery?
Look at the AIS maps, see how much movement is actually happening
It's illegal to turn off a ship's AIS per SOLAS regulations. I guess they are doing it for security reasons but it's generally not allowed and country's coast guard organization do impose fines on ships for doing this
You can easily and legally turn off your AIS on ships so that doesn’t tell too much tbh.
Highly recommend you educate yourself on manual observation vs official AIS data, ghost ships, “lanes” of sailing.
a lot of ships turn their AIS off when transiting so that there is no signal - the Marine Traffic sites dont help here but you can use synthetic aperture radar satellites to monitor the Strait - no need to go in region. Bellingcat has a pretty good write-up on that for Crimea during the early part of the Russo-Ukrainian War
This kind of on-the-ground intel definitely shifts the narrative from the usual AIS-based models everyone’s using. Our platform digs into those less obvious data points like chokepoint flows and real-time legislative shifts to give a clearer picture of supply risks.
maybe a little higher due to the quantity that are turning off their AIS tracking, per Citrini it's the trend change that feeds incremental buy & sell decisions, based on my experience. looks ahead, etc etc
Also, vessels are turning their AIS back on once passing through strait and actual analysts are counting the difference of ships in the gulf that appear to get a count.
Problem is there are people that are actively tracking AIS data, and not many are getting through, unless they are completely spoofing the system by putting their transponders are anchored fishing boats and sneaking through in the night
You're telling me that they can spoof AIS transponders? This is the first I'm hearing of this...
Brother - most of the trackers online have the non-AIS ships factored in lol. This is a nothingburger
1. It is already increasingly open and there have been agreements made. For example with Pakistan and Oman. 2. If you think you can measure strait traffic with AIS tracking think that one through. As if a ship captain is going to broadcast position to every terrorist with a mobile phone? Lol. 3. Why on earth would you take anything the Iran regime says as having credibility? These are the same clowns who said they sunk the Lincoln 7 times.
The real ability is to look what happens forward in time, called a crystal ball. March 23-29 is literally history compared to new developments. Analysts who are on the ground there are saying low double-digits % of pre-war flows, 10%-15%. This is before potential Iraqi oil. That's because Iran's dark fleet not tracked by AIS are fully moving through Hormuz, Kharg is full capacity, so that's at least already 10% of pre-war Hormuz oil flows.
flowing out of the strait according to people actually at the strait not through AIS shit which a ton of ships have turned off
“During entire March 2026, only 84 tankers have departed the Middle East region via the Strait of Hormuz. That's less than 3 tankers a day. #OOTT #IranWar #Tankers” Source: TankerTrackers.com They track all ships that were in the Persian Gulf on February 27th. And where those ships are now. Unless the ships turned off their AIS signal BEFORE the war, this method accounts for ships running dark.
Any word on the 20 Pakistani tankers that were promised to be released today? Did anything go through the strait or disappear from AIS and reappear on the other side?
"To the USA?" We live in China and and India? Which ships? Where is the AIS data of them after leaving the zone?
Might have AIS disabled, that is how in the past ships ran the strait
You don't have to wonder if the claims of ships getting through are real or not, you'd better believe it they did, theyd have AIS on, and you can watch them on marine tracking sites, it wait for aggregators to publish the daily transits. No surprise, the 8 ships last week didn't happen.
Some vessels are reportedly altering their AIS signals to display CHINA to avoid being attacked. They were turned back.
The what's going on with shipping guy on lubetube pulled the maritime traffic data and it's no 8 to 10 tankers. It's been 5 tankers and they go through Iran checkpoint and reportedly pay 1-2 million dollar toll.. Bright Gold, Panamanian flagged headed to China, Jag Vessent, Indian Flagged headed to India, Pine Gas, Indian Flagged headed to India. Lenore, flagged Curacao, turned off it's AIS near Fujara. Fifth Vessel Gas Lucky headed for Singapore
Not contradicting your sentiment, as you are correct. Keep in mind, we regularly shut our AIS off when transiting high risk waters. ie, you won't know from Marine traffic website when vessel actually start making the run again.
"real time" is a bit of a stretch with this public AIS data, but in general you're right. The strait is definitely not being in a default state again
https://www.theguardian.com/world/2026/mar/24/uk-offers-to-host-international-security-summit-on-reopening-strait-of-hormuz https://www.bbc.co.uk/news/articles/c78n6p09pzno And from the article you linked, but apparently didn’t read. “Our analysis indicates that about a third of these recent crossings were made by ships with connections to Iran. These include 14 vessels sailing under Iran's flag and others under sanctions due to suspected links to Tehran's oil trade. Nine other ships were owned by companies with addresses linked to China, while six listed India as their destination.” “In an attempt to evade detection, many ships appear to be deliberately switching off their tracking system - known as AIS (Automatic Identification System). "The vast majority of these [ships] have been crossing with their eyes off," says Dimitris Ampatzidis from Kpler.” We only know about the transit because of access to satellites the Iranians can’t use.
There is at least one American oil/fuel ship in the Persian gulf right now. Stena Imperative. Not sure what the other 4 are that are also trapped in the gulf. AIS and GPS has been goofy for the past few weeks.
What do you make of the tankers that have left Strait recently with AIS turned on? Not a solution to restoring supply because they’re not western countries, but still a resumption of some flow.
you can literally look at the AIS data right here [https://www.marinetraffic.com/en/ais/home/centerx:57.0/centery:25.6/zoom:8](https://www.marinetraffic.com/en/ais/home/centerx:57.0/centery:25.6/zoom:8)
Data sources: AIS tracking systems, maritime intelligence, energy market feeds thats what they claim
Unless they are following the ship, they are going to have a hard time knowing who is who given AIS is being jammed. The US and Israel have been bombing the hell out of the costal defense stations where the remote mines can be detonated. Let's assume what we see in the press, Reuters say the number of mines deployed today is between ten and a few dozen and they also report 16 have been destroyed by us forces so far. A few dozen mines in the strait even at a choke point is like a handful of pebbles in an Olympic swimming pool.
That or they're turning their AIS off, been watching that line of tankers to the south, individually disappearing as they reach Hormuz, one after the other.
Iran is letting "friendly' ships through. Many ships in the region are now identify as Chinese flagged vessels on via their Automatic Identification System (AIS)
This is right up wallstreet bets alley https://x.com/Nexuist/status/2032558967495483431 "Global shipping is facing an unprecedented crisis and twocents has the solution. Today, we’re proud to announce House of Hormuz: Using public AIS data you can now bet on which cargo ships will attempt to cross the Strait and when they will re-appear on the other side. Once the crews start insider trading, they’ll all make a run for it and force the strait open! Iran can’t sink them all!"
Spoofing their AIS tracking is a fact. It's a warzone. You think they're broadcasting their real time coordinates as they make a suicide run and hoping not to get bonked by a missile? Use your noodle brother
Ships can turn off AIS without turning off GPS. It does remove a safety layer and heightens risk of collision.
I put an AIS on a shark that's swimming around in the strait, and it's driving the Iranians crazy.
Three ships are on fire in the strait and you idiots are talking about watching some go through on marinetraffic Go and look at the marinetraffic image vs the satellite image GPS in that area is completely jammed and AIS is spoofed
You know you can go there and see AIS spoofing live, right? [https://x.com/MarineTraffic/status/2031348428639264943](https://x.com/MarineTraffic/status/2031348428639264943)
Anchorage, there's some AIS spoofing going on though. Check out What's Going on with Shipping on YouTube if you want really good marine news and analysis.
You should consider that what you're seing is nonsense before you invest off spoofed AIS data. [https://x.com/MarineTraffic/status/2031348428639264943](https://x.com/MarineTraffic/status/2031348428639264943)
Google "AIS spoofing" before you make moves based on what Marineradar shows.
It's completely unencrypted open radio frequencies, actually go Google Russia GPS spoofing / AIS spoofing. There are so many examples of them doing this in a warzone it was impressive
The ships are not queuing in line, their AIS is jammed. The net of they are using is perturbed by neighboring countries. With their input disrupted the transponder emits a wrong signal which is the reason behind these weird ship formations we are seeing.
Iran is spoofing the AIS to create disinformation
Shenlong, a ship operated by Dynacom tankers (Greece) killed its AIS signal while sitting before the straight on March 4th is now on the coast of Bangladesh, India. You can find it on marine traffic.com. That ship made it through, if it was protected by the navy or not. It’s carrying Saudi crude oil. Unless this shit teleported, it floated through
a Marshall Islands–flagged cargo ship named *Iron Maiden* invoked Chinese identity in an apparent effort to get through the strait unscathed. In an incident [reported](https://www.bloomberg.com/news/articles/2026-03-05/bulk-carrier-claiming-to-be-chinese-passes-through-hormuz-strait) by Bloomberg, the ship changed its AIS destination to read “CHINA OWNER” just before it passed through the strait
Yes yes, buy calls so you can be outsmarted by Greek Captains who simply turn their AIS off before transit. I’m sure there are people who will happily take your money.
I believe the current opinion about what was shown on the maritime radar was "AIS spoofing".
They should send 1 dummy ship with 100s of different AIS enabled in it. It’ll show up as busy route on Google Maps
For those unaware, Ships are passing through the strait with their AIS turned off; this is why they all look clumped together on marine traffic at both sides. Its a common practice in contested areas and frequent piracy areas. - I may be regarded but I work onboard ships so this is kinda my shi
What looks like spoofed AIS data seems to be circulating showing ships going through the strait, too fast and all in a line
Ships now running the gauntlet with AIS turned off and Mango has stated he'll escort them. They can't let it happen
you don't know how to read AIS, or anything about "flag of convenience" almost every vessel at sea is flying one of them doesn't mean they are smuggling oil. The AIS is being turned off so ships can't be targeted by Iranian drones, AIS is being spoofed by US and others, to expose Iranian drone launchers and target THEM. Also, Every country in that region is doing GPS spoofing, so drones/missiles get lost. Bottom line, whatever you seeing on a SCREEN is not reality of what is happening in the WATER. Good luck trying to trade on it, its only your money.
Tankers are reportedly switching off their AIS transponders before entering the Strait of Hormuz. Then turning them back on after exiting. That means the vessels are still moving oil. But no one can track them in real time.
Google a ship tracker, dozens of ships have left their clustering when the strait was closed off and are now lining up with AIS on and moving towards the strait as of right now.
I think they are turning off AIS through the strait, there is still a huge traffic jam though.
Do you see any tankers on AIS that disappeared in the gulf and then reappeared in the Arabian Sea? The answer is No.
Not until Iran chills out. Insurance rates for "war risk" are through the roof compared to before. Think inflation and tariffs were a problem? Wait until all the new costs for insurance show up in shipped products. Greeks may have zero fucks to give and turn off their AIS to "hide" going thru.
No he never said the US was escorting. It's just that one single tanker made it through - that ship was empty, btw. The ships are also currently broadcasting that they are Chinese-owned on their AIS. https://www.argusmedia.com/en/news-and-insights/latest-market-news/2798216-hormuz-traffic-restart-not-too-long-away-wright?hl=en-US
It won't /can't stay closed. The other gulf states won't stand for it, US can't let it happen, and Iran neither - it's their entire economy. Maybe I'm wrong, but I suspect this has some kind of resolution in the next few days. LLoyds already reinstated shipping insurance, and some ships are turning off AIS and running the gauntlet.
Yup. Don't rely on AIS and marine traffic sites. The oil futures traders are smart money and well- informed. Literally the inverse of WSB. Recall also that they trade more hours than you. Do go with your gut as it's been right so far but remember that Trump can move the market with one post. For eg maybe he TACOs or a WTI export embargo is announced or the US actually intervenes in futures markets.
They've been going through the straight since the start a bunch have been turning off the AIS responders and going under the cover of darkness to get through. Basically right now there isn't an official halt, Insurers have already re-adjusted risk, but companies are basically telling crews to make judgment calls. The value of what on board now means they they really need to offload.
There is in fact, some traffic through the strait, it’s just not squawking AIS. A number of Iranian ships have made the passage, no surprise, plus some Greek shipping because they are mad lads who see $$$. The Chinese have now sent a second ship through loudly announcing to all concerned that it is Chinese. Traffic is still congested. Ships don’t move without insurance and there is so much shipping to insure that reinsurers are having trouble finding capital to meet statutory requirements. Nevertheless some insurance is available, and the US government attempts to underwrite insurance should help. The captains and crews aren’t really a factor. They already have quite dangerous jobs, and those captains and crews not satisfied with the risk pay will be replaced with those who are. As the costs of congestion drive up prices, there is more and more incentive to force the strait. Iran can’t shoot everyone, especially not with the US methodically taking out sensors and launchers and making life generally very difficult for Iranians. Every day a ship is at anchor it is burning huge wads of cash. While prices are rising there is incentive to wait and watch that price rise. We all want to sell at the top right? Eventually someone will break and take the money, the prices will cease their meteoric rise, and there will be no further incentive to wait.
the strait is not closed, just very few ship owners willing to take the risk, I suspect many smaller ships may try crossing at night with AIS off when the time come Here is the story with other vessels crossing: https://gcaptain.com/iranian-shadow-fleet-and-greek-affiliated-ships-lead-strait-of-hormuz-transits/
There's AIS shipping maps. For Hormuz and the entire world. There's none moving right now, I can tell that without even looking.
It was Unarmed… From the country that inspired Suicide Car Bombers and they have form for it, Suicide Boats… Yeah, even if they had nothing, they had the 900 tonnes displacement and if they wanted to survive, they outright should have anchored near Sri Lanka and raised the US or Arab partners via embassy channels or spoken to India to return, whilst changing their AIS and flags to demonstrate heading and intent.
Oh hell nah. I bought that earlier in the week- heavy on the hopium of Navy escorts and Greek tankers saying fuck it and turning off AIS. Less than 24hrs later I dumped that shit for a small loss. And I’m not holding that through the weekend.
Ships are making the run and dropping AIS. It’s not a perfect story. There’s an insane amount of electronic warfare going over that territory.
That's true, I would say there are other ways for ships to move, such as turning off their AIS. The real risk is how willing Iran is to target ME infrastructure, and it it does, whether Gulf countries retaliate on Iran's infrastructure. The strait is likely a temporary thing.
Reports are that they're currently tracking Iranian radar effectiveness (since they're rebranded Chinese systems) and testing AIS spoofing around Taiwan Projecting the responsibility right now, but looking a little sneaky behind the acenes
Check out VesselFinder. Literally three ships in the straits right now. Obviously everyone has turned their AIS off but no one is paid enough to risk defying the IRGC.
Shipping in the red sea started putting destinations like "ALL CHINESE CREW" in their AIS again.
The Hormuz angle is the one that matters most going into Monday and isn't getting enough attention yet. Oil majors and top trading houses have already quietly suspended crude shipments through the Strait. Four trading sources told Reuters. No press release -- they just stopped scheduling voyages. That's the signal, not the headlines. The mechanism: Hormuz doesn't need to be physically blocked. Ships stop moving when war-risk underwriters step away. Lloyd's syndicates pulling coverage makes voyages uneconomical regardless of what the water looks like. We saw this exact dynamic in the Red Sea for 4 months in 2024 -- no ships were sunk but freight rerouted around Africa anyway because insurance disappeared. For Monday specifically: \*\*Energy longs:\*\* XLE +4-8% base case, OXY/DVN +6-12% on higher operational leverage. These open gap up and hold if AIS transit data stays suppressed. \*\*Avoid chasing airlines short:\*\* DAL/UAL will already be down 4-8% at open on jet fuel math. Position is crowded by 9:31am. The relative value trade (long XLE / short XLY) is cleaner. \*\*VIX:\*\* +20-40% on the binary outcome uncertainty. Consider 60-90 day call spreads for convexity rather than spot VIX. \*\*The key data to watch -- not headlines:\*\* AIS tanker transit counts through Hormuz (baseline \~20-22 laden tankers/day) and war-risk insurance quotes. If transits normalize within 3-5 days, oil gives back half the spike. If they stay suppressed into week 2, revise up everything. Running full scenario models with probability breakdowns at [geopulselabs.com](http://geopulselabs.com) for anyone who wants the full causal chain and sector impacts.
Yup. Apparently Iran has 'closed' the straits as of 6 hours ago though, missed that headline when I wrote my response. https://ground.news/article/iran-reportedly-closes-strait-of-hormuz-oil-and-gas-majors-and-traders-suspend-shipments_09ebcd?utm_source=mobile-app&utm_medium=newsroom-share That said, AIS still shows some merchants and tankers risking it. Hope none of the commercial traffic gets wrapped up in any of this.
Somewhat. Looking at AIS there's still some traffic. https://www.marinetraffic.com/en/ais/home/centerx:56.4/centery:25.6/zoom:7 Logistics companies are going to be doing risk management. LNG tankers I heard are still moving because if they don't keep their logistics chain moving it could bring their operations to a halt and result in delayed orders. Definitely a lot of anchored vessels but plenty of tankers and merchants are still moving through the straits right now.
haha then I'd have material non-public information and couldn't trade on it. the whole point of OSINT is it's all public data satellites, SEC filings, AIS transponders. no insider access needed
thanks! for vessel tracking specifically MarineTraffic and VesselFinder have free tiers but limited historical. for the serious stuff I use Sentinel-1 SAR since it sees through clouds and works at night. AIS data from Spire or Kple is the gold standard if you want to pay. the trick is cross-referencing AIS gaps (ships going dark) with SAR imagery
you'll want to pin this in your browser this week; [MarineTraffic: Global Ship Tracking Intelligence | AIS Marine Traffic](https://www.marinetraffic.com/en/ais/home/centerx:56.1/centery:26.1/zoom:9)
you'll want to pin this in your browser this week; [MarineTraffic: Global Ship Tracking Intelligence | AIS Marine Traffic](https://www.marinetraffic.com/en/ais/home/centerx:56.1/centery:26.1/zoom:9)
"EQT" - did you mean EWT ? CHPS has probably the closest. It has Tokyo Electronics but is more a memory heavy play, with the large SKHynix and Micron holdings. something I don't like or need. AIS : it had Nvidia and Vertiv, so more an datacenter play. Not exactly what I am looking for. CHAT is too FANG heavy. The one gap I see in etfs , is they add too much US companies in the mix. If I want a US company, I would just buy it directly or use a US company mix etf. There aren't any etfs, that just have non-US listed AI centric focus ( be in non-us memory or as I am looking for non-us chip packaging companies.). These are places of next high growth imho and it's very hard to invest in them for US investors. ETFs are still being made for novice investors. At least some have to specialize in providing access to more sophisticated investors, for non-US listed stock themes.
CHPS is a piddly .71% of Unimicron, as well as a half dozen other Taiwan tech stocks in small amounts. EQT is a broad Taiwan ETF. Not what you asked but AIS and CHAT has a large amount of tech stocks not listed in the US like SK hynix, Hua Hong, Minimax, etc.
The "Better Way": The QEF Election How it works: You agree to be taxed on your share of the trust's income each year. Since PSLV just holds silver and rarely sells it, your annual taxable "income" from the trust is often $0. The Benefit: By making this election, you "purify" the investment. When you eventually sell, your profit is taxed at Long-Term Capital Gains rates (15% or 20%) instead of the 37% ordinary rate + interest. Check your holding period If you have owned PSLV since 2021 and haven't filed a Form 8621 each year, you are currently in the "punitive" default category. Talk to a "Cross-Border" Tax Pro Do not use a standard tax preparer; find an accountant familiar with PFICs and Form 8621. Ask them about a "Retroactive QEF Election" or a "Purging Election." These can sometimes "reset" your tax status so you aren't stuck with the 37% rate, though they may involve paying some tax/interest now to save a fortune later. Get the Sprott AIS Sprott makes this easy by providing a PFIC Annual Information Statement (AIS) on their website every year. Your accountant will need these documents for every year you've held the shares to file the paperwork correctly. Consider US-based alternatives If the paperwork is too much of a headache, you might consider selling (after fixing the tax status) and buying a US-domiciled silver ETF like SLV. These are not PFICs and show up normally on your 1099, though they are taxed at the 28% collectibles rate (which is still better than 37% + interest). > Note: If your total value in all PFICs is under $25,000 ($50,000 if married), you may be exempt from some of the annual reporting, but the punitive tax rates on the sale of the shares usually still apply.
Both are good but if I have to pick one it’s AMZN right now. But honestly if you are looking for stability and that extra “boost” I think the best growth will be in a tight basket of AI stocks like AIS or CHAT so that you don’t have to pick and choose.
There’s no telling if these ETFs will last long term but ARKQ has done well this year. I prefer AIS because it invests in the AI super cycle, starting with picks and shovels (chips and data centers) and as the technology grows it will move into other areas such as applications and robotics. It is designed to be a 20-30 year longterm investment strategy.
I’m in the minority that I don’t trust market cap weighted index funds. I do 50% active management 50% passive factor-weighted funds. A lot of the studies about active vs passive seem flawed to me. As you say, a lot of active funds are trying to be more defensive than the market, have rules for sector weighting, don’t allow mag 7 over concentration. Personally I think active funds work better with lower AUM for higher flexibility and higher concentration into a small number of holdings to put more weight in their highest conviction picks. But I choose multiple funds with managers that have different investment styles like GRNY, PVAL, CGDV, EMEQ, STRN, and AIS so there’s still diversification despite the concentration. I feel that the expense ratio is the cost I pay to have somebody else choose my stocks rather than picking them myself, rather than an extra expense I’m losing by not investing in an index. But does the table tilt toward active managers the more people invest in index funds? Yes, but it would require a lot more people to do that. When markets are efficient indexes do well and active struggles. But there could be a breaking point where too much index investing could potentially create opportunities for active investors, but we’re very far away from that being the case.
I asked chatgpt about this and this is something it recommended: Reverse ETF Searching - Which I knew about but adding ontop of that is, New ETF Searching. I know about AIS, QTUM Hot etfs in the tech sector outperformed SPY/QQQ already, but maybe if a new sector pops off pay attention to any new ETFs that come out with tickers inside
Iran turned on their AIS beacons for ships for the first time in 7 years. People are saying they’re about to make a deal with USA in regards to oil. Oil about to tank to put the screws to Putin. WW3 inbound.
Brief synopsis for each. I hold them all. MDAI - 70M - SpectralAI makes DeepView which is an AI-powered scanning device that uses spectral data scans to predict burn healing to a high accuracy and creates the optimal treatment plan day 1. Trials were a huge success and now they are waiting on FDA approval by Q1 26. It is also trained on diabetic foot ulcers which is an even larger market. FDA approval odds are 80-90%, in my opinion. They are fully funded by BARDA (US gov), so there is minimal dilution risk. I see this company reaching several 100M market cap in 1 year, up to 1B in a strong scenario, and 5-10B longterm. ACON - 5M - Super tiny market cap with 100x potential. Aclarion is run by Jeff Thramann who is a highly regarded surgeon-inventor / neurosurgeon. He has taken several companies/products to commercialization in the medical industry. Aclarion makes Nociscan which is an AI system that integrates into MRIs. For pain caused by spinal disc issues, it is often not possible to tell which (or all) of the discs are causing pain, and that results in more fused vertebrae than necessary. However, Nociscan is able to detect pain markers and directly identify the disc that's causing the pain. Previous trials were a big success and current trial is ongoing with results expected mid-2026. The trials showed higher success rate of pain reduction/surgery success vs not using Nociscan, while also being cheaper, which makes it a perfect case for approval. Insurance companies will likely require its use. This is highly speculative obviously, but I see this possibly hitting 50M market cap (10x) in 2-3 years with potential for much more longterm if it is widely adopted. The TINY float is only 532k shares which means it will move fast on any positive headlines. RDZN - 100M - Roadzen is an insurtech company that makes DriveBuddyAI which helps commercial fleets and insurers detect and predict risky driver behavior, provide drowsiness alerts, score driver risk, and improve fleet safety and efficiency. Other companies have similar tech, however RDZN is uniquely positioned in India because they are the only AIS-184 certified device in the country. India also has a new law coming up next year that says all commercial vehicles must have an AIS-184 certified device installed, and RDZN is the only one with that certification. They also just got certified in EU a few days ago and just today announced a partnership with a top 5 EU carmaker. Their other revenue streams are also growing but the big catalyst for me is the India market next year which could instantly unlock 100M of revenue. I see this at $500M in a couple years, possibly sooner if their growth accelerates. The CEO recently reiterated they will turn profitable by Dec 2025 and they just raised a ton of non-dilutive cash (at a premium even), so there is very small dilution risk. AMPX - 2B - Mass drone warfare is the future, and Amprius happens to make the best drone battery on the market, competitors to SiCore are still pre-product/pre-revenue. They are in Amazon's Devices Climate Tech Program and advanced to phase 2. They will likely announce a partnership with Amazon for proprietary drone batteries. Well, this part is just my speculation, but there is no other reason for Amazon to be interested in them. They also crush every earnings. Likely 20B company in a few years. And yes of course, their batteries can do more than drones.