ST

EmbarrassedPart1256

Going into September, you may want to check out $CAPS. $CTM was flat-lined just like this, @ \~$.18-.20 for months, with nothing but good news. I saw value (& an explosive share structure) where others saw nothing. $CTM’s sentiment on ST was also pretty down in the dumps at that time. [I think $CAPS’ business is a lot stronger than $CTM’s too](https://www.reddit.com/r/pennystocks/s/tONtXPgM62). I’ve been DCAing for a bit now, since the earnings selloff, trying to only average down & not get too carried away with shares so cheap. It’s interesting when the ask disappears sometimes & goes from, say, $.1885 to $.20. *That thin trading & hollow order book is the same thing I saw in $CTM.* Breaking key levels on bullish sentiment & allowing them to convert the rest of their debt would lead to a legendary PR, as would getting over $1 in terms of NASDAQ compliance. It’s very similar to $OPEN’s setup IMO. (I think they’re trying to trigger NASDAQ MVLS noncompliance too, which I saw would *not* mean immediate delisting for now, so it’d be another cure period at play)

2ForEmbellishing

SLS. CEO of ST having a meltdown 😂

ButtStuffingt0n

I've taken a ton of profits but staying about 20% allocated to AI. 30% to metals/miners/energy and the commodity super cycle theme (it also benefits if AI keeps rolling). 30% to EM, Latam + Japan + eastern europe, e.g. the dollar decline theme. 20% to cash and ST bonds because I think we see shit hit the fan in Q4 and I want to be discount shopping.

EmbarrassedPart1256

[$CAPS FAQ is out](https://capstoneholdingcorp.com/capstone-holding-corp-investor-faq/). It’s getting mentioned on ST. It’s stupid oversold, & I’m calling out an $OPEN-type move in the near future…

autumnbreeznleaves

Past performance does not guarantee future results. The New York Yankees have won 27 World Series in their history, more than 2x the 2nd most team, ST Louis Cardinals at 11 World Series titles. However the Yankees haven't won the World Series since 2009. If you bet on NY Yankees using your logic, you would have underperformed the market the last 17 years using past performance.

dhoni23

Just starting for me. Built a substantial 401k first. Bought my house next. Then with the incremental liquidity, I started trading. First 2 years I just focused on crypto. Scalping on a net basis was a small red for me. Didn't work. Started focusing on range bound trading in longer time horizons. 70% deployed into full cycle range with entries and exits in tranches based on LT psychological thresholds. 30% capital deployed on ST (days to weeks) range bound trading. Mad solid returns over a 2 year period based on this less frequent trading approach. 2.5X returns overall. 3rd year now and will start focusing more on other strategies pertaining to stocks to diversify and try different methodologies to see what works for me. Have been reading the 6th book in the Market Wizards series to get some modern perspective. You know, food for thought. I work full time so every year with the salary, year end bonus, and tax-deduction on my mortgage interest payments, I am able to add more to the trading portfolio. And of course, I still send a big chunk pre-tax straightaway to the indexed funds. Let's see.

zxc123zxc123

I'll answer both you and OP. For OP: The data is not fully clear or complete as it doesn't include both open and close prices. Merely percentage change to "base". But what you can draw from it is that escalator down mechanism vs slow climb upwards (more downward dots past -4 and the blue dot past -10). Can't say for sure without much more info but it's mostly that and psychological number points of breaking past round number hurdles for both humans and algos. TL;DR Either way you won't be able to milk any alpha from it. For you: 1. Stay long. Ignore 🌈🐻/Kramer. 2. Avoid BTC/GLD pump if scared. Hold a bit of ST cash like Buffet/Dalio/Trump. 3. Everything in the markets are overvalued but I'm allocating to AXP or LVMUY outside of my monthly DCA into VOO/IWM. I think they might still have legs going into the end of the year. Proof? None really. [I did say to buy BLK like month ago and it has been up +17% since.](https://old.reddit.com/r/wallstreetbets/comments/1ueagt6/disregard_private_credit_liquidity_tests_acquire/) Don't listen to folks online.

EmbarrassedPart1256

Remember **$OPEN**? **$CAPS is about to make major moves**. [Shorts are exiting](https://fintel.io/ss/us/caps), housing/construction is experiencing serious growth, & any number of catalysts could absolutely send this oversold stock. Why did [they just restate a year's worth of financial statements](https://www.sec.gov/edgar/browse/?CIK=887151&owner=exclude)? Could it be that a major transaction is on the horizon? Drop the price, load up on shares of your own company, sell to the highest bidder. Who will it be? QXO, Home Depot/Lowes, Berkshire (just bought a major home builder)??? bUt ThE dILuTiOn!!! There're \~20M shares OS, for a company pulling in $72M in revenue, breaking even or almost profitable. **That's not excessive dilution, in my honest opinion**. $OPEN also diluted/converted debt on the way up, adding a lot more shares than $CAPS... The largest shareholder on ST is talking about bringing legal action against $CAPS leadership. He obviously has no experience with penny stocks, & I never should've followed his lead or let him get in my head. He mocked me for selling out @ $.50 to wait for a better entry; dude is really clueless. They re-domiciled to NV *which protects them against shareholder action...* It is what it is, neither here nor there; the underlying business is incredibly sound, just the stock has suffered.

JudgmentCharming355

Huge ruge and pull thanks to JANE ST

ILikeRyzen

Because they are non-equity options they are Section 1256 contracts so they get special tax treatment. I don't know the exact reasoning but gains and losses are split 60/40 LT and ST regardless of how long you held them.

EmbarrassedPart1256

Yeah for real, I've definitely come to realize that they're meant to be traded, hence why I've been swinging $CAPS recently (that guy on ST convinced me not to swing a while back when I could've been way ahead on my position, etc.). It's wild to see some of the companies that I started trading or seeing 3 years ago still be penny stocks... 🥲

EmbarrassedPart1256

[They recently got an extension from NASDAQ](https://www.sec.gov/ix?doc=/Archives/edgar/data/0000887151/000143774926023107/caps20260708_8k.htm) until 1/4/27 to be in compliance with the minimum bid price requirement. The real risk is the new minimum value of listed securities (MVLS) rule from NASDAQ. If the MVLS is < $5M for 30 consecutive trading days, the securities are subject to immediate delisting with no cure period. A spike & close above $.37-.38 would reset the count, assuming they sold the full 3M shares on the ER volume spike the other day. Following up though, I'm seeing that [it may still be under review](https://tax.thomsonreuters.com/news/sec-stays-controversial-nasdaq-5-million-listing-rule-pending-review/). I'm convinced that this could be one hell of a turnaround story if there's a boom in housing/construction. They put out [nonstop positive PRs](https://capstoneholdingcorp.com/news/) & the only negative is that they're leveraged (like all the big tech companies are). If they can clean up the balance sheet over time again I think this could be a solid growth play.[ Institutions (including Goldman Sachs) loaded in this past quarter](https://fintel.io/so/us/caps), even if only by a little (but it also effectively doubled institutional holdings); the float isn't that high with insiders/3i/that guy on ST owning so any shares... 'Side note: $BXBL is an interesting story along these lines too; modular homes & stone veneer go hand-in-hand.

EmbarrassedPart1256

The biggest holder of $CAPS on ST is just now realizing he fucked up buying so much of the stock 🤣 he mocked me for selling earlier this year at $.50 with what dignity I had left (although it popped shortly after). He intimidated me into not swinging (idk why; you live & you learn) & I spent so much time & energy arguing with the guy… That being said, after the selloff, I bought a few shares Friday AH; loading this one when no one is looking has worked well for me several times. I feel like stocks like this don’t pop off until they’re on their absolute deathbed. It’s quite possible that they announce an acquisition soon.

SlartibartfastMcGee

It’s been all over the biotech sub and ST. It’s up for FDA approval tomorrow and that will be a bigger factor than a squeeze setup.

ham_sandwedge

Ya, different companies. And ST bonds

Western_Science_7139

What do you think of this: Hansa Bipharma. (HSNA-ST) I don't think it has an american listing yet tho. The big deciding factor is well first the approval but secondly the label/indication. But there's not much financing risk as they sold the rights for the European market for a stamp fee. The product is for desentization of kidney transplants. Which essentially would allow anyone to give a kidney to anyone, as the immune systems IG antibodies are cleaved for a window of 7 days, making a transplant possible that wasn't before - and essentially making everyone a match to everyone. It has potential for substantial offlabel use - in people who want to save their loved ones by donating one of their kidneys, no matter the cost. Additionally, there are a lot of people with inherent immunizations towards other individuals. This is measured by levels of CPRA, such as "CPRA >99,9%" or "CPRA >98%". Meaning you will match less than 99,9% of people or less than 98% of people. So with the subset of already very limited kidneys - it's essentially impossible to find a donor for you, unless you get a desensitization before the transplant. SoC is not very good at this compared to Imlfidase. The market opportunity if the indication is 99,9% is 200-400 mUSD annual sales, but if they get for a broader population (98%) it could be upwards of 2 billion dollars + what ever off-label of people who just want to save their parents/kids and give them one of their two kidneys. The current market value is 400 mUSD, which I think is a steal.

cambeiu

Posted the below on this sub exactly one year ago; >This is going to be fun to watch. >This takes me back to the likes of Argentina, Brazil and India in the 1970s and 1980s. All these countries had incredibly high import tariffs to protect domestic manufacturers. >In 1988 Brazil, virtually nothing that you as a consumer could buy was imported. All cars, clothes, appliances, food, toys, medicine, virtually everything was domestically made. Everything was also incredibly expensive, technologically outdated and of very low quality. >I remember as a kid when my aunt went to the US and brough back a pair of Converse All Stars for me. It completely blew any domestically made shoe out of the water and it was actually cheaper than the domestic shoe equivalent. My parents bought me my first home computer back in 1987. It was a domestically made Apple II clone. That is a late 1970s design 8-bit computer. It costed more than what Americans were paying for a 16-bit Commodore Amiga or Atari ST home computer at the time. >This approach not only hurt consumers, but also hampered investments. Wanted to start a small landscaping business? All tools and equipment, no matter how simple, had to be domestically build. But they were so incredibly expensive that it was very difficult to fund a new small business. Same if you wanted to open a car shop, ice cream parlor, hair saloon and so forth. It made the whole society poorer. >In the 1990s all these countries eventually lifted many of the tariffs and all became significantly better off for it. >The US is about to get a very expensive lesson on the costs of protectionism.

NoOneMan79

Im going to paste AI Slop from my agent. It **DOES NOT make decisions/determinations**. All numbers come programmatically and the trade heuristics are deterministic. It simply narrates/explains the 800+ heuristic trading signals in combination with the prompt, stock news, and text books by subject matter experts. In the future, I will try to make the agent a bit more involved in choosing reranking the signals contextually. ====== ## Bottom Line Up Front **This is a live social-media pump attempt riding on genuinely elevated short interest — not a confirmed short-squeeze setup, and not obviously becoming one.** There's real fuel: **29.7% of float shorted**, ~10 days-to-cover at current volume, **~$328M net cash, $0 debt**, and a pending Nasdaq compliance decision. But the three ingredients that turn a candidate into a squeeze — **volume ignition, a tape-moving catalyst, and crowd coordination** — are all absent. Friday's restatement + earnings release (the "biggest news in months") bought the stock just **+5.9% on one-third of its average volume**. And the options market has already priced the squeeze in: **IV ~123% vs realized 64%**. You'd be paying 2–7× "fair" volatility for a lottery that is fighting a down-trend. ## Market Context - Price: **$1.61** (+5.9% Friday) · 52W range: $1.30 – $7.43 (**−78%**) - IV: **122.7%** (Aug 21 ATM), 104.8% (Aug 28) — **inverted term structure** - Realized vol (20-day Parkinson): **64.4%** → IV/RV ratio ≈ **1.9×** - Daily 1σ expected move: **$0.124 (±7.7%)** - Below SMA50 ($2.00) and SMA200 ($2.92) — primary trend is down - Avg volume 10.6M (50-day) · Friday volume 3.6M (**RelVol 0.34**) - Open interest: $2.00 Aug 21 calls **3,820** · $3.00 Sep 18 calls **9,013** · $3.00 Jan 2027 calls **13,661** **Volume is the story:** it has collapsed from 30M+/day in May to 3–6M/day. The reversal is unconfirmed. ## The Financial Reality Check | Metric | Value | Read | |---|---|---| | Market cap | ~$360M | vs $4.93M TTM sales → **P/S ≈ 73** | | FQ2 revenue / net | $1.5M / −$276K | Tiny; negative margins (-417% TTM) | | Net income TTM | −$20.6M | Op margin −524% | | Cash + ST investments (restated 8/7) | ~$328M | Cash/sh $1.47 vs price $1.61 | | Debt / total liabilities | $0 / $7.4M | Balance sheet genuinely clean | | Book value | $1.59/sh | Trading essentially at book | | Employees | 55 | IPO Nov 2023 | **What the Reddit DD got right:** the cash pile is real (~89% of market cap — the market values the whole operating business at ~$40–46M). A "runs out of money" short thesis is weak. **What it glosses over:** - **SEPA (Standby Equity Purchase Agreement)** — named in the restatement itself. A death-spiral facility: the company can print shares at a discount into any rally. May's $38.7M offering at $2.60–3.20 shows management will absolutely sell into strength. **This caps squeezes.** - **Class action** over allegedly misleading Microsoft-partnership statements. Restatement of FY2024/FY2025 + multiple quarters. **Nasdaq delisting notice pending** on the 7/20 compliance plan. - **Insiders have been distributing the entire ride:** COO sold ~$1.3M at $2.48–5.11 (2025); former officers sold at $2.68–3.00 in Feb 2026. Zero insider buys. - History (from an ex-holder in the threads): the "NVIDIA collaboration" — hype tweets before Jensen's keynote, then no mention, no partner-board listing. A repeated pattern of statement-driven pumps, now the subject of litigation. ## The "DD" — What's Actually In Those Four Threads Same author, same essay pasted **verbatim into 4 subreddits in 5 days**, self-described: *"I write this all to increase exposure of course."* No position disclosure. An "update" version went up 2 hours before I priced this. | Claim in the DD | What the data says | |---|---| | SI 37.64% / 63.81% of active float | Official: **29.72%**. "Active float" math is self-inconsistent (84.6M in part 1, 125M in part 2) | | 11.8 days to cover | 5.08 on trailing volume; **~10.3 on current 20-day volume** (partial credit — volume did dry up) | | "$2.00 call → $0.15–0.25 if RR hits $1.85" (4–7x) | Black-Scholes at 110% IV: **$0.10**. At realized 64%: **$0.04** — overstated 2–5× | | 2,394 contracts at $2.00 | Actually **3,820** (they undercounted) | | Cash: "$35M" → "$250M + $110M" → "$328M" | $328M is real — but the story changed 3 times in a week | | "Gamma ramp forming" | Call OI is real but small: full delta-hedge of the $2.00 stack = ~80K shares vs **54M short** vs 10M daily volume. Gamma is a spark, not the engine | | "OBV/ADL mathematically proving accumulation" | Unverifiable; author admits AI-generated analysis | | "450 deployments, 100% renewal, global retail giant MSA" | Unverifiable PR claims, none in filings | **Community reception is the tell:** total engagement across all four threads is ~60 upvotes. The DeepFuckingValue one scored **1 point (55%)**. Top comments are skeptical ex-holders ("hobby projects cobbled together with Temu parts", "repeatedly misleading statements", "same BS every few days"), Glassdoor complaints, and one r/Shortsqueeze user calling it out directly — *"write an article to convince people to throw money at my bagholder stock, then I'll buy calls, then spend 2 weeks spamming forums."* One commenter admitted buying $50 "because this came on my feed." That's the cohort these pumps farm — and there aren't enough of them yet. ## Squeeze Scorecard (against the standard screening framework) - ✅ Short interest / float: 29.7% (≥20% = candidate, >30% = extreme) - ✅ Days to cover: ~5–10 (elevated-to-high) - ⚠️ Cost to borrow: unknown — not verifiable - ✅ Float concentration: 31% institutional + 18.7% insider → shorts may be ~43% of actively traded float - ✅ Dense call OI near/OTM ($2 and $3 strikes) - ❌ **Catalyst moving the tape: restatement + earnings → +6% on ⅓ volume** - ❌ **Volume ignition: RelVol 0.34, 3 months of declining volume** - ❌ **Coordination: ~60 upvotes, skeptical comments, 4 crossposts** - ❌ **Dilution machinery: SEPA + demonstrated ATM selling** Most heavily shorted stocks **do not** squeeze: without a catalyst, high SI gets absorbed gradually; and IV on high-SI names already prices in squeeze probability, eating the edge. RR matches the profile of a candidate that never ignites — and it's down 78% for real reasons (litigation, delisting risk, restatement, fake-partner history). The systematic read (819 trading-rule heuristics evaluated on live data): **trend DOWN, strategy affinity: long puts > long calls**, top fired rules: exit longs in a bear trend, prefer the short side in a downtrend, use a probability calculator, keep positions small. The play being pitched (naked near-the-money calls) is **counter-trend**. ## The Long Call Menu — Premiums and Break-Evens Prices are last-trade 8/7. ⚠️ **Bid/ask is essentially absent on this board** — expect brutal spreads; the DD's own $0.03/$0.04 quote is the only live two-sided market I saw. | Expiry | Strike | Prem | Break-even | Move needed | Δ | Note | |---|---|---|---|---|---|---| | 8/21 | $1.50 | $0.20 | **$1.70** | +5.6% | 0.67 | closest to money; 5 sessions; theta + IV crush risk | | 8/21 | $2.00 | $0.04 | **$2.04** | +26.7% | 0.21 | the DD's example — fair value at $1.85 is ~$0.10, not $0.15–0.25 | | 8/28 | $2.00 | $0.06 | **$2.06** | +28% | 0.26 | | | 9/18 | $2.00 | $0.15 | **$2.15** | +33.5% | 0.39 | best outright-call risk/reward | | 9/18 | $3.00 | $0.04 | **$3.04** | +88.8% | 0.13 | pure lottery | | 11/20 | $2.00 | $0.28 | **$2.28** | +41.6% | 0.49 | | | Jan'27 | $2.00 | $0.36 | **$2.36** | +46.6% | 0.54 | longest cushion | | Jan'27 | $3.00 | $0.22 | **$3.22** | +100% | 0.36 | fair at 123% IV, **7× its 64%-vol fair value** | **The math behind the warning:** at $1.85 — the DD's own "if" — the 8/21 $2.00 call is worth **$0.10** even with IV held at 110% (a 2.5×, not 4–7×). If IV mean-reverts to the 64% realized level on the bounce — the normal sequence on these names — it's worth **$0.04, exactly what you paid, after the stock rallied 15%**. The squeeze scenario is already in the option prices. ### If you still want to be long the squeeze Defined-risk structures only (this is also the standard guidance for squeeze participation): - **Sep 18 $2.00/$3.00 bull call spread** — debit ~$0.11 · break-even **$2.11** (+31%) · max profit $0.89/contract · max loss $0.11 → **~8:1 reward:risk** - **Jan 2027 $2.00/$3.00 bull call spread** — debit ~$0.14 · break-even **$2.14** (+33%) · max profit $0.86/contract · max loss $0.14 → **~6:1** - 8/14 $1.50/$2.00 (6 DTE) — debit ~$0.16 · BE $1.66 · max profit $0.34 — tempting, but that's a 6-day gamma/theta lottery Position size: **1–2% of the account, one spread, predefined exit.** Squeezes end abruptly and reverse sharply — most commonly within days of the peak. Don't hold a winner through the top. ## Verdict - **Pump-and-dump in the making? Yes — and a weak one.** Same author, four subreddits in a week, undisclosed position, self-admitted exposure motive, AI-generated "741/GME" numerology bait, inflated and self-contradicting stats, and a comment section full of people this company's press-release game already burned. - **Real short-squeeze setup? Not yet.** Genuine SI fuel and a genuinely cashed-up balance sheet — but no volume, no catalyst confirmation, no crowd, insider selling, and a SEPA sitting ready to sell into any rally. Friday was the tell: the single best news in three months produced a 6% bounce on sleeping volume. - **The flip that changes the call:** a Nasdaq compliance **approval** announcement *with* volume >30M and a weekly close above **$1.70**. Then $2.00–2.05 (SMA50 / max-pain / volume-node confluence — the only part of the DD I'd credit) becomes live gamma territory. Until that prints, the odds are on the side of the stock doing what it's been doing. *Data: last-trade option quotes 8/7 (illiquid board — confirm executable prices before committing), Finviz snapshot cached ~10h, 20-day Parkinson realized vol from daily candles. Not financial advice — and the "DD" author's own closing line applies: don't get attached to a stock.*

AthiestAlien


JudgmentCharming355

Jane ST is dumping

JudgmentCharming355

[Removed by Wall ST]

JudgmentCharming355

[Removed by Wall ST]

EmbarrassedPart1256

Loading into $ITP today because fuck it. Some guy on ST apparently owns a boatload & I'll just let it cook; $CAPS is also getting really hard to buy...

JudgmentCharming355

[Removed by Jane ST]

JudgmentCharming355

[Removed by JANE ST]

JudgmentCharming355

[Removed by Jane ST]

ApprehensiveFan1516


EmbarrassedPart1256

First off, I’ve never been one to chase short squeezes, & I think a lot of the times shorts will cover pretty quickly & the rest of the momentum is just retail buying it up or maybe overbuying it, squeezing market makers. Even when it was over $1, the order book was so thin that any sort of buying pressure would make it jump $.10 or more. Insiders own a huge chunk, 3i owns a huge chunk, a guy on ST owns \~500K, I used to own 250K (literally sold right before the pop on April 15 that I told my partner would happen), there can’t be that many shareholders here mathematically. Thus, the short data doesn’t matter, it just makes things more fun. I don’t actually think it’s that heavily shorted, but rather it’s un-short-able at the current price/cost to borrow, with earnings coming up. I’m sure they’re going to sell shares on the pop as they always do, but they’ve been doing that to convert debt & now likely finance another acquisition. The business is fine, there’s no “going concern” in the filings, & soon enough the thesis will be unavoidable. If this ER truly shows positive earnings, even if “adjusted,” this may be the one that sticks. It’s what I’ve been thinking all along, I just had to exit & rework my portfolio for a bit. Now I’ve gotten my head straight about this, & I successfully played the last ER for some gains. I don’t want to be on the sidelines for this one. I follow their subsidiaries & a few other affiliated masons on Instagram, they’re doing great work & have a solid presence, I’ve liked what I’ve seen since the beginning.

TreGet234

21ST accumulating STRC ETP in europe 👀

KeyMysterious1845

I am only truly aware of the war inside my head. (ST reference 🤘)

TheSquirrel8251

Tried ST twice. Hated it even more the second time.

Fauster

For me, I hate seeing huge theta bleed/day. You probably do too. When you see it, ask if your durations are too short. If you have diverse and layered ST (45 DTE is ST for me) spreads, you will have theta bleed jump at out at you from somewhere all the time. Fuck that. Another consideration: When markets are are on fire and your core is skyrocketing, greed starts kicking in (for me and probably for you). You think: the only drags on my portfolio are my VOO/dividend stock/SPY barbell and my bear put spreads. You thought you wanted convexity, but that convexity is hammering you. The greed dimension, the theta-bleed convention, the cost-per-day convention all tell me to get the F away from ST options. And again, the biggest reason I hate them is because I hate fighting the MM. They have so much money, they can pin the price where they want. I can't. The Gambler's ruin paradox/Kelly criterion is at the center of the way I think about risk. Affordable risk management is at the center of how I personally think about my portfolio. I've sold awesome stocks near their bottom when I tapped out due to emotion, not reason. I don't want that. When you buy ST convexity, your are more vulnerable to freaking out over the volatility of parts of your portfolio. You are more vulnerable to the quant algos, you are more vulnerable to the MM. You are more likely to enter a crowded space at the wrong IV. In a huge rally, your super LT spreads won't implode to zero in a few days. But, absolutely, it is great to test a diversity of strategies. Don't take it from me, learn from experience. Open ST and 1-year spreads at the same time. Come back 45 days later and get a real feel for what happened and why. The reason you have bear spreads at all is to manage risk. If you want to pay a lot because you only need insurance for 45-days and are willing to pay more for it, then you have much more confidence that you can predict exactly where markets will be in the near future than I do. The max drawdown of SPY each year is around 13-14%. The beta of a very scary but very tempting stock like SNDK will waver between 3 and 4. That means an AVERAGE 50%+ drawdown per year. Note that I am preoccupied with the question of whether HBM or nand is more sustainably convex.

EmbarrassedPart1256

Thanks for following up, taking my post seriously, & responding in a kind way! I'm glad I'm not the only one who sees some interesting details here. How long have you been watching it? Do you have a target entry price or do you want to see a more concrete catalyst? Running the FCF detail through Google (as I was more focused on buying shares than listening to the ER conference call), $WU leadership detailed that the dividend is covered & that the second half of the year is typically seasonally stronger. It's like you said, there are definitely a lot of speculative situations that have to play put for a clearer picture, but I wanted to dip my toes in just in case this dip doesn't last & the yield goes down. I'm glad you see the Reddit angle too, although the "save Wendy's" movement & the "squeeze $XRX" movement were both a bit misguided IMO; the difference with $WU is that I believe the value pro\[position is a lot higher than with $WEN, $XRX, or even $GME; between buying shares & earning a dividend, potential capital appreciation, & running an options strategy as well, there's money to be made here off of the institutions that're clearly hedging their bets. Somehow my posts never seem to make a difference on here; I always get called out for "shilling." I'm now banned on various email addresses from posting on ST, even though my approach was never "pumping" a stock while P&Ds run rampant on there. Perhaps my ideas just don't have an army of people mirroring my posts with their own just to keep the idea in people's minds...

EmbarrassedPart1256

Damn, I *could've* at least looked at ST to see the news that the $NIXX merger was called off; no wonder it's tanking. Well, nothing to do here but hold 🥲

ptexpat

# Belden Reports Record Second Quarter 2026 Results Thu, July 30, 2026 at 4:30 AM PDT **ST. LOUIS, July 30, 2026**\--([BUSINESS WIRE](https://www.businesswire.com/))--Belden Inc. (NYSE: BDC) ("Belden" or the "Company"), a global full-stack networking solutions company, today reported fiscal second quarter results for the period ended June 28, 2026. **Second Quarter 2026 Highlights** * Record revenues of $750 million, up 12% y/y and up 8% y/y organically * GAAP EPS of $1.74, up 14% y/y * Adjusted EPS of $2.34, up 24% y/y * Record orders of $836 million, up 19% y/y with a book-to-bill of 1.11 * Completed the previously announced acquisition of RUCKUS Networks on July 1, 2026, after the end of the second quarter "Belden delivered a record second quarter, with record revenue of $750 million, up 12% year over year, record orders of $836 million, up 19% year over year with a book-to-bill of 1.11, and adjusted EPS of $2.34, up 24% year over year," said Ashish Chand, President and CEO of Belden Inc. "Demand across our end markets is robust and broad-based, and our results reflect the strength of that environment. We have been building our presence in AI data centers for several quarters, and that investment is beginning to show up in our order book. Physical AI, the deployment of intelligent, autonomous systems across factories and distribution centers, is an emerging opportunity we are well-positioned to capture. With RUCKUS now part of Belden, we deliver every layer of the network, from passive infrastructure to Wi-Fi 7 to intelligent cloud management, from a single source. We are excited about what this platform means for our customers and our growth."

buy_high_sell_never

Mainly based on ADBE, RDDT, EVO.ST Leverage and options make it possible

MaddogBC

Have you seen the ST sub's anytime on the past year? There is overwhelming hate for most of the new series. Orville is better Trek than anything made by them in the last 20 years. Black Mirror had my kids more interested in the universe than any of the new stuff. I agree though that many are still loyal to old Trek.

JudgmentCharming355

JANE ST is attacking RDDT with paid reports to sink the stock just prior earning reports, easy money

RolledForCredit

100%. Memory and HDDs aren’t going anywhere, especially not with hyperscale capex going to 1.2T and 1.4T in 2027/2028 (Morgan Stanley estimates).   This is certainly a massive shakeout and rotation, but stock prices don’t change the earnings or growth of the beneficiaries.  This period of FUD will pass and the beneficiaries will resume their uptrend. There is straight up no solving the memory or HDD bottlenecks; demand > supply basically through end of the decade.  It’s important to remember that hyperscalers don’t issue debt and equity to NOT spend it. They don’t sign long-term supply agreements because they’re worried about the market rolling over in the ST. They don’t sign 20-year leases for compute because they think it’s in surplus.  Stick to the facts and don’t let FUD and sentiment shake you out. It will be volatile, but facts and fundamentals eventually win. 

EmbarrassedPart1256

I admittedly got caught up in the $BMGL hype & didn't look at the chart, etc; u/REEMFMetalHead will I ever learn? I'm holding a $7.82 average but something about this one is intriguing. I saw it being compared to $VEEE on ST & there may be something to that. There's still no volume for the day, because there likely aren't that many shares floating around ATM); who knows what the short situation is like, but that cost to borrow is kinda high... This feels to me like accumulation before a bigger move, but what do I know? I'm not hard pressed this time as I don't have to sell this to avoid a margin debit (is this what having a cash account feels like?) so I'm going to let this one cook.

EmbarrassedPart1256

$CAPS looks pretty bottomed out IMO. It may not be today, who knows when it'll be, but I've got a feeling it'll catch people by surprise... There's on guy on ST that holds like 400K shares, insiders hold a ton, etc. With today's NASDAQ extension, they shouldn't need to do an RS for another 180 days. That's more than enough time IMO for this to get noticed, the way it's heading...

drdr3ad

Also the AI slop, and cancelling popular shows. The binge drop model is such a waste and I've no idea why they're so reluctant to change. ST was their landmark show and people stopped talking about it after a week

sharp315

highest growth assets should be in the Roth first (and HSA if you have one as that is the same tax structure). next tier is Trad IRA / 401k - while these accounts are eventually taxable the intent is that you will be retired when you start drawing and so your tax bracket will be much lower than it is right now and presumably lower than any LT or ST capital gain amounts in a taxable brokage. where you allocate bonds will depend on which type of bonds you hold and whether the dividends are qualified or not - either trad IRA or brokerage could make sense. Roth would not. I do not hold bonds but I do hold high yield equities (SCHD / VTV) and keep those in my taxable brokerage.

EmbarrassedPart1256

Could you summarize the hype around it? Sure I could go on ST, but it slows my computer down...

RtrnOdaMac

That's why I also track my port unofficially in ST. I can get the picture without getting the picture.

db_deuce

SACRAMENTO CALIF ARE REV 5% 10/01/2029 Callable **785840JF7.** 5% coupon, 100.65 = 4.78%. AA CALIFORNIA ST GO 5% 09/01/2028 Callable **13063CX21** 5% coupon, 100.48 = 4.80%. AA-

SpongEWorTHiebOb

They have to hold cash (t bills) because they are an insurance company. That cash can never be fully deployed. Has to stay in ST bonds to pay claims.

db_deuce

[SACRAMENTO CALIF ARE REV 5% 10/01/2029 Callable]() 785840JF7. 5% coupon, 100.65 = 4.78%. AA [CALIFORNIA ST GO 5% 09/01/2028 Callable]() 13063CX21 5% coupon, 100.48 = 4.80%. AA-

tacobellbandit

About 5 years. I have a work allowance for vehicles so I pretty much only buy Toyota because I put a lot of miles on my cars. So far the best cars I’ve had were the Toyota 3rd gen pickups, Honda Fit and CRV, Ford Explorer ST, and the Chevy Equinox. Worst one I’ve ever had was a Chrysler Pacifica

Raunhofer

Especially when the gap comes with no obvious value. I'd get it for some big epic with massive stages, but ST is no such thing. Even after the gap, CGI was confusingly poor. The Witcher poor.

Nivekeryas

I'll forever die on the hill that ST should have been an anthology series, and then each season could've featured cameos from the previous season but the timeline could be way more fluid and they could've had fun kids the entire time instead of full adults pretending to be 17. But as we've all established, Netflix has no idea how to plan in the future.

NotAnotherTav

Where were they advertised until the finale got hate? Even games that dominate their market niche with zero lasting competition that had a license for ST content like Dead by Daylight just had nothing between S1 Demogorgon and S5 Henry Creel, lol. S3 and S4 were genuinely nonexistent EVEN IN STRANGER THINGS LICENSED CONTENT!!! Like bro the dropped ball was genuinely extreme, it was completely off the radar even for fans and the IP. Someone massively fucked up the franchise reach after Scoops Ahoy Steve.

Zephron29

3 years between season 1 and 2 will make a lot of people forget about a show. Season 3-5 of ST, I had 0 interest left.

DataDude00

Drop 8 episodes of a show, people are interested. Make them wait several years for another 8 episodes... I know it isn't SFX heavy but The Bear released FOUR SEASONS of content in the time between ST season 7 and 8 airing

Ok_Location_1092

The proportion of the company ownership a share represents decreases. Typically that results in a lower share price in the ST. Medium/long term, it’s variable. If a company is able to dilute from strength, when share price is high, perhaps higher than it really should be by their own estimations, and then the company has plans or immediately uses those funds to enhance operations and increase the overall value of the company on a per share basis, thats accretive (good) dilution.

EmbarrassedPart1256

It’s been trending on ST for days 🤣🥲

momof3atldenhous

I am a 65 yo homemaker; my husband is 64 and will still work for 3 more years. We have our retirement savings in several different buckets-I have questions on the largest account which is current invested in a Target2025 fund which is 30% US total market index fund, 20% total international stock index fund, 30% total US bond index fund, 12% international bond index, and 8% ST inflation protected securities. I think we should move it out of Target2025 fund into individual stock and bond funds that are offered. One concern is that the US stock fund is invested 39% in Tech which has been a good ride but I think now is time to choose funds with less investment in Tech. I have researched some choices on Morningstar and some of fund options in plan with less tech and good reviews are small growth, large blend, mid and small cap funds. I am also unsure about being in index funds with the 3 big IPOs this year which will only increase the % in Tech. I would also probably move the international stocks from index to a Morningstar 4 star fund offered. By moving from an index fund, we would pay a higher expense ratio. For bonds, should we choose a fund of ST or intermediate term vs total bond index since we might start drawing from this account in 3 years? We do have other retirement funds managed by a RIA but the VAnguard account is the largest. Would you recommend transferring from the target fund to specific funds and what asset allocation would you suggest for a couple who will access $$ in 3 years. We would like to maintain balances with enough growth to offset inflation. Our home is paid off, 2 of our kids are out of college, working, and married. Our middle child is back home with a child of his own and will probably be living with us until his car is paid off in 5 years...he can cover his expenses if he doesnt have rent. We bought one new car 2 years ago and will need to replace our 10+ yo 2nd car in a few years. We will have continuing large maintenance expenses with a 35yo home-just replaced an AC unit for one floor and it was $20k+.

JudgmentCharming355

JANE ST is dumping MSFT it won't stop till I sell

EmbarrassedPart1256

The copium on ST is incredible; you start to realize you never want to be like them, hoping for a stock to move. I've thought the same thing, that it's oversold, all the way down, & yet each time I touched it I instantly regretted it, like there's always farther to drop. I'm sure it'll pop for you to get positive as the day wraps up or AH/PM. You're probably not like me, playing on margin, & you probably have a high tolerance for holding losses. I'm just over it today. Here's to gains for you though! 🤙

REEMFMetalHead

One of the things I've learned about taking advice from ST and Reddit, is the difference between a "callout" and "heavy shilling". Heavy shilling, most of the time = exit liquidity mining.

EmbarrassedPart1256

Fuck it, just sold out @ $7.63, probably the bottom but I don't like the hopium I'm seeing on ST. I'll look for a re-entry (maybe) or maybe just take the day off; I've lost enough money for the month...

Affectionate_Oil666

i dont HAVE ANY WENDY ST0NK BUT IMA BUY EVERY ONES BAG TICKLE TICKLE PICKLE PICKLE GIMME YO BAGS, CALL ME THE BAG HUNTER

Affectionate_Oil666

https://preview.redd.it/xwsp4cr0y79h1.jpeg?width=1280&format=pjpg&auto=webp&s=3b708a2e12b25b5960ef1d4e4622582236a59482 LFG LFG LFG LFG NEW MEME ST0NK ST0NK OF MEMES MEMES OF T3H ST0NK ST0NKALICIOUS

BeginningRoad1661

What’s the angle on NABL? Huge float, huge MC at 3.00+. ST board is dead with no followers

_DoubleBubbler_

£5 in my illustration requires a number of good things to happen including garnering a PS ratio of 10, which isn’t out of the question. For example EnSilica’s peer Filtronic is trading at about 15 PS currently according to Simply Wall St data. EnSilica’s current PS is about 4.25 based on the unaudited FY26 results announced yesterday. What gives me confidence is the rapid growth in business and potential business, as well as new intellectual property available and being developed (e.g. post-quantum cryptography, satellite user terminal silicon and a secure processor for critical infrastructure). The satellite user terminal market alone is a multibillion USD industry and EnSilica just took a large bite of the market with a c$50m contract, presumably winning business against market leaders ST Micro and Hughes (of Echostar). The rapid growth this year in contracted lifetime supply revenues from $250m to $375m and a growing sales opportunity pipeline of $600m now, demonstrates the potential here in my opinion. I hope later this year to read of EnSilica’s first hundred million dollar contract based on comments made in a previous webcast by Ian Lankshear, CEO. Nothing is certain in life but there are few small cap companies with such potential as EnSilica in my opinion.

Jacker247

so ? Net Debt / EBITDA is 5.5x, FCFF ST Debt is 239M and FCF is 1079M

PathIllustrious4044

Just down about $71K atm. It's shares so there is a chance to come back. ST options would have been a different story. Hang in there champ.

EmbarrassedPart1256

ST vibe check is pretty rough…

EmbarrassedPart1256

**It’s one that started circulating ST, like “you like $(xxx)? $DFNS is next”** **I may have to hop in too 🤙**

Informal-Composer226

Have a look through the dd on the subreddit & on ST. Trial looks to be a home run & the possibilities with WT1 for remission across multiple cancers is platform like

EmbarrassedPart1256

$VIVK is getting pumped on ST, volume is trickling in. It may be a good one to load on a dip, say, to \~$.60 if it happens.

EmbarrassedPart1256

Thanks for following up, even if you’re one of the ones who downvoted me 🤣 I know it seems that way, I’ve just done a lot of DD on it & really like what I see for a penny stock. Fun fact: Berkshire just bought a housing stock, the first purchase since Warren Buffett stepped down (I believe). I just really like the company/idea. I want the stock to reflect the underlying subsidiaries, Instone & CSI. The holding company may have some things to work out but they’re making serious strides. What you said is so true, for trades, which $CAPS is until it isn’t. I missed so many swings on the way down because someone on ST had convinced me not to swing it (imagine; I’ve been getting my head right recently). Everyone else is trading it & every other ticker. It’s the way to do it. For investments, I think you can/could/should be somewhat emphatically invested as well. I currently hold IWMI, JEPQ, UTF, USOI, SLVO, PFFA, & IDVO, & I like them (besides SLVO; still on the fence after today’s drop) so much that I don’t really care about the price. A lower price just means I can buy more.

mfairview

some interesting conversations around vff's recent, from left-field, offering on ST. appears one of the investors in the direct offering was setup some 2 weeks before the offering. possibly as a spv? http://stocktwits.com/blackswan18/message/655800741

EmbarrassedPart1256

That whole not filing their ER (still) & facing delisting for NYSE noncompliance has me skeptical. It seems like MMs café keep it pretty well pinned at these prices. I guess it’s a good-ish swing from $.18x to $.20x while you wait but it felt like dead money holding it. Of course it’ll probably rocket tomorrow. I’m adding it to my ST watchlist; I’d love a winner…

Sudden_Economics7

He enters them all as one line anyways - ST box A

Electronic_Nebula_72

Quick Stockspy analysis to safe you all some time: 📰 Rivian raising Georgia EV plant’s initial capacity by 50% to 300K vehicles a year Catalyst detected — Rivian increases Georgia plant initial capacity 50% to 300K units/year with $4.5B DOE loan commitment, resuming construction in 2025 for late 2028 production start. $RIVN 📈 BULLISH (ST ↑ · LT ↑) ✓ Thesis confirmed ↳ DOE loan secures non-dilutive capital without equity dilution or debt overhang. Analysed with StockSpy.ai — stockspy.ai

Electronic_Nebula_72

Quick Stockspy analysis of this post in case you're short on time: 📰 Reddit is being overlooked : r/wallstreetbets $RDDT 📈 BULLISH (ST → · LT ↑) ✓ Thesis confirmed ↳ AI data licensing contracts expire 2026-27 with massive renewal negotiating leverage. Analysed with StockSpy.ai — stockspy.ai 🔗 Try free: [https://stockspy.ai/?ref=PI0448](https://stockspy.ai/?ref=PI0448)

EmbarrassedPart1256

I think it’s just a solid company; it’s what stood out to me. I’m skeptical of a lot of others on here & yet had watched it closely since the pop after earnings. Again, too bad it’s had its run; hopefully I can be more convicted in my calls in the future because I’ve had a good record recently (been on the sidelines of all of them 🤣). $CAPS going into Q2 ER in August or post RS (if they do it) could be a solid play. Berkshire just bought a housing company 🧐 buying up a company like Capstone was mentioned on ST back when I first found out about $CAPS…

Schmergenheimer

u/RandomRedditor5689 didn't say 4:30 EST. They said 4:30 PM. An option holder has until 4:30 PM central (regardless of ST or DT) to exercise their option on the day of expiry.

EmbarrassedPart1256

$GMEX really is an enigma… 🧐 It’s very scammy in a lot of ways: the phone number on their website is 123-456-7890, someone said their IR email is undeliverable, & the overall sentiment of longs on ST, holding since the last business. There’re old headlines of a class action lawsuit as well. And yet, they’re hella active on LinkedIn.. Why is JPMorgan holding 50K shares?

Deepweight7

STM signed an agreement with Innoscience to boost their GaN technology roadmap last year, who are basically the n°1 players in this space as far as I can tell. SiC and GaN don't have the same use cases though so yeah, it's not really a transition from one to the other, but from silicon towards these two. STM has been ahead of Infineon in SiC (certainly market share wise), and Infineon ahead in GaN. However I think ST can close the gap, given Innoscience seems to be ahead of even Infineon tech-wise. Disclaimer: I'm not an engineer so make of it what you will.

Chutney__butt

**$GRML Investor Update: Sarfartoq Rare Earth Project Moving Fast** 🔹 Greenland Mines ($GRML) completed its first site visit to the Sarfartoq Nd-Pr rare earth project in Greenland just weeks after signing the acquisition agreement. 🔹 Management inspected the flagship ST1 deposit, the high-potential ST40 target, and the 2.5 km corridor between them, highlighting potential resource expansion beyond the historic mine plan. 🔹 Major positive: Existing infrastructure is already in place, including a fully operational camp (25-30 personnel capacity) and two on-site drill rigs, reducing future development timelines and capital needs. 🔹 The company plans to restart field activities later in 2026, including: • Geological mapping • Data validation • Environmental baseline studies • Preparation for future drilling • Advancement toward an Exploitation License 🔹 A key catalyst is the validation of Neo's 2023 drill program (4,607m), which has never been publicly disclosed. Management believes the data could support: • An updated mineral resource estimate • Expansion beyond the ST1 deposit • Increased project value from niobium, terbium, and dysprosium credits • A materially stronger economic case than the 2011 PEA 🔹 GRML is preparing both a new Mineral Resource Estimate and an updated PEA using current rare earth pricing, which could significantly re-rate market perception of the project. 🔹 Strategic advantage: Neo Performance Materials remains involved as both an offtake partner and shareholder, providing a potential downstream pathway for future rare earth magnet production. **Investor Takeaway:** Sarfartoq appears to be transitioning from a historic exploration asset into a development-stage critical minerals project. Near-term catalysts include independent validation of 2023 drilling, updated resource estimates, a modernized PEA, and regulatory approvals for the acquisition. If management's expectations are confirmed, the market may be substantially undervaluing the project's scale and economics. https://ir.greenlandmines.com/single-news-releases/?storyId=5197268747321980

tuevanho99

If you think you will need the money within the next year, I suggest keep most of it in something liquid. At your age flexibility is valuable, especially with an income that varies every month. If i was in your situation i will focus more on matching the investment to the timeframe. HYSAs, money market funds, or ST Treasuries seem like the obvious options. Further, if you're also interested in learning about LT investing beyond public markets, there are companies that provide access to private or early stage opportunities, such as Republic, startEngine, wefunder or UseLegion (all 4 generally offer relatively low minimum investments, probably from few hundred to few thousand). I would view those as a completely separate bucket from money you may need in the next XX months, since they can be highly illiquid and risky. A LT DCA strategy would also be worth considering once you have your immediate cash needs covered.

BeginningRoad1661

Nope, happily took my loss finally on Friday. Almost simultaneous to that event, about 100 pumpers showed up on ST and other social sites. the float is over 300 million with more dilution guaranteed for the merger. I think the float will be over 400 million once merger is complete. Not sure how people expect the price to react to that. Volume would need to be in the billions. I realized after 3 months in it that that’s not a good setup. To each their own of course.

Mountainweaver

All aboard the SIVE.ST rocket 🥳🚀? Swedes have been flying for hours! Get your Swedish semiconductors and sussery while it's hot! +70% today here in sweddyland.

EmbarrassedPart1256

Damn I saw $NIXX @ $.60 & kept thinking “it’s too late” as it’s gone up constantly, same with $RMSG (much less developed business than $NIXX). $GMEX is also looking interesting the lower it goes. Longs on ST claim they’re serial scammers but the robotics pivot seems interesting. I think dilution worries are causing it with them redoing the convertible note.

Electronic_Nebula_72

Quick summary in case this DD is too long for you: 📰 £ANIC Detail Megathread : r/pennystocks Sector signal — Reddit deep-dive on Agronomics fund highlighting portfolio company progress, upcoming regulatory milestones, and 2025-2026 fundraising momentum in cultivated meat and precision fermentation sectors. $ANIC.L 📈 BULLISH (ST ↑ · LT ↑) ✓ Thesis confirmed ↳ Portfolio companies captured 50% of global PF/CM funding in 2025 despite flat VC environment, validating concentration thesis. Analysed with StockSpy.ai — stockspy.ai 🔗 Try free: [https://stockspy.ai/?ref=PI0448](https://stockspy.ai/?ref=PI0448)

in_for_the_comments

Huge difference in short term versus long term taxes, and with them being 12 month LEAPs, if you sell on the day of expiration, I think it'll still be ST. Worth looking into though. It's the difference of tens of thousands

soleobjective

Just make sure you set aside cash for the taxes that’ll be due on ST realized gains.

Illustrious-Owl-2755

Of course you can. I use Google Sheets, it has a built-in function that pulls the current price by ticker. The beauty of a spreadsheet is that it shows exactly what you want, the way you want it. My spreadsheet has two raw sheets that I maintain manually, open lots and closed lots, and it shows a bunch of useful stuff, all in real time: asset allocation by class (US/xUS/bonds), unrealized gains (total and ST/LT), realized gains YTD (to be able to harvest losses), etc. Admittedly, I have been incrementally improving it for years, but with Claude it became radically easier.

EmbarrassedPart1256

Apparently it ran to $3.33 AH I saw on ST & I missed it being an idiot somewhere else. I just feel like it has that low float type of energy that could just make it explode. I’ve done somewhat serious DD on it. While I like it there are definitely some red flags. Proceed with caution. I’m taking a break from all of this before I lose everything I’ve worked so hard to get 🤙

lolgoodone34

Must be more analyst upgrades from wall ST on meta now. Been a month of 600-610 Trading lol

Level_Ad8089

!banbet SIVE.ST 200 2w

zxc123zxc123

Imagine making your investment decisions based off of the ramblings of a 3yr old who's shitting themselves and a group of 9yr old terrorist-fighters all claiming they are the leader. Market already did the thinking for you: 1. Dipped but gone back up + broke to new highs = market thinks current war w/o escalation priced in (💎✋. Don't 🌈🐻) 2. Higher oil + energy sector/stocks = market thinks war likely it's going to drag on (✋🛢 if you have some) 3. Inflation hotter = Long bond yields up + bonds down = market thinks Fed rate might hike but not that much so market doesn't have to dump (Disregard Long UST. Build ST bills/cash for defense like Buffet/Trump/Dalio/Bezos/Zuck/Dell. 💎✋ stocks against inflation) It's really not that hard.

FindingShot3247

What is ST trending

FindingShot3247

What is ST trending

its_0liv

I use ST trending as well to find my stocks in case this sub gets quiet, huge life saver

EmbarrassedPart1256

Not always penny stocks but you ca find lower ones, shoutout to ST trending; I just made my day’s quota in my non-$CAPS gains account in like 10 minutes. $TE is what I just scalped a few times 🤙

_DoubleBubbler_

ENSIF / ENSI is worth considering. They are a relatively small, yet growing company with the potential for its semiconductors to become ubiquitous in the years ahead in my opinion. Customers (both directly and indirectly) include AST Space Mobile, Jaguar Land Rover, the European Space Agency and partners include TSMC, Arm and Cadence Design Systems. They have also recently signed their largest contract in their history with a European constellation satellite operator for satellite user terminal silicon. They’re just starting to eat the lunch of much bigger chip designers such SATS (Echostar / Hughes) and STM (ST Micro) in my opinion. There’s plenty of research about them on Reddit. EnSilica has also recently started cross-trading on OTC’s premium QX market.

_DoubleBubbler_

ENSIF / ENSI is worth considering in my opinion. EnSilica has recently started cross-trading on OTC’s premium QX market. A reasonably priced semiconductor designer in my opinion with customers such as AST Space Mobile and the European Space Agency. They have also recently signed their largest contract in their history with a European constellation satellite operator. They’re starting to routinely eat the lunch of much bigger chip designers such SATS (Echostar / Hughes) and STM (ST Micro) in my opinion. There’s plenty of research about them on Reddit.