Nasdaq shed 4% last Friday. Let’s look at this under the hood, because the panic narratives miss the structural point. Correction? Profit taking? Sure. Macro data and OpEx also triggered the algos. But to me, there is a massive institutional liquidity event playing out here in plain sight. The SpaceX ($SPCX) IPO hits the tape on Friday, June 12th. We are talking about $75B–$85B in hard cash being vacuumed out of the market. Wall Street roadshows locked up orders this past week. Institutions need to back those commitments with actual capital by Thursday night. They don't print money out of thin air to fund Musk; they sell existing tech/AI hardware liquidity pools to make room under strict portfolio mandates. Personally, I’m positioning for a two-act play this week: Mon/Tue: Potential dead cat bounce (funds taking liquidity on the way up – tight window for selective profit-taking if you hit price targets). >I’ll probably trim my position here, lock in some gains, and free up a bit of cash. Wed/Thu: Peak capital drain before the price print (expecting choppy/red tape – looking to bid selected AI hardware dip entries). >If I can free up some cash, I’ll look for the best setups to re-enter and play for a quick bounce. Post-IPO: The over-allocated/unused cash cascades back into regular tech. Just my private view and how I’m playing my own book. Markets can easily do the exact opposite if macro or a rogue headline throws a wrench in the gears. I'll be monitoring the tape closely. Are you buying the tech dip tomorrow, or sitting on cash until SpaceX floats?

Did it again! 🎯 $AMPG is up over 55% since my entry! I bought the shares just a few days ago on June 4th at $4.60. Today in after-hours, it’s already trading at $7.20. Look, I wasn't the first person to ever discover this stock. But on that day, I sat down, did a deep dive, and posted my thesis. Suddenly, the snowball effect kicked in more and more people started validating the thesis, uncovering the potential, and here we are today. 🚀 My conservative Price Target (PT) for the end of the year is $10. Looking at the momentum, we are getting closer by the day. If you've noticed I've been posting less lately, here is why: quality over quantity. I have no interest in covering 1,000 random stocks. Instead, I prefer to spend hours digging through the noise to find just a few absolute bangers. This is yet another stock this year where the timing was just spot on. Honestly, it feels great and gives me a massive confidence boost. I put a lot of hard work into this, and there is no better reward in this game than the market validating your research. Hopefully, this hot streak is just getting started. Anyone else riding $AMPG with me?👇

23% in 24h - I like this kind of start to my $AMPG journey 😄 I think we’re gonna get along just fine.

1) sounds like the capacity buildout is going well, in terms of hitting their 2027/2028 targets, it's definitely not a demand issue... they have way more demand than they can handle 2) sounds like there's a clear path to 35% gross margins in the next few years 3) their biggest customers would basically commit to take 100% of their supply over the next few years if $AAOI would let them 4) sounds like every hyperscaler is giving LTA offers, trying to lock down supply 5) it costs approx $120M in capex to increase capacity by 100k transceivers... which is 1.2M per year... at an average of $500 ASP... so they're spending $120M to generate $600M revenues per year at 35-40% gross margins ... love that math will add more in the next couple days :)

THE $PENG SOVEREIGN AI EXPANSION: Inside SK Telecom’s ($SKM) International Pipeline The sovereign AI race in Southeast Asia has officially shifted to rapid infrastructure deployment. While Western media focuses on US hyperscalers, SK Telecom ($SKM) is using the Global Telco AI Alliance (GTAA) to export a turnkey "Sovereign AI Factory" model to countries desperate to avoid US or Chinese tech dependency. Here is the exact breakdown of the new international portfolio and how $PENG captures the margins. 👇 🌐 THE ASEAN PROJECT PORTFOLIO (NEW PIPELINES) SK Telecom has spent the last few weeks locking down strategic framework agreements across three massive, high-barrier growth markets: 🇲🇾 1. The Malaysia (Johor) Mega-Campus Hub The Deal: SKT is replicating its 1-Gigawatt Korean mega-pipeline directly into Johor, the new data center capital of ASEAN. The Proof: South Korean giant LS EcoEnergy just secured massive supply contracts for high-voltage power transmission systems directly grid-linked to these upcoming regional AIDC sites. 🇮🇩 2. The Indonesia Sovereign Cloud Block The Deal: SKT has established infrastructure frameworks to deploy a nationwide GPU-as-a-Service (GPUaaS) network for localized, secure enterprise LLM training. The Mechanics: SKT is routing this via Singtel (core GTAA member), which owns dominant equity stakes in Indonesia’s largest domestic operator, Telkomsel, effectively bypassing local bureaucratic and land-grab barriers. 🇻🇳 3. The Vietnam Data Sovereignty Campaign The Deal: SK Group locked down strategic MOUs with the Vietnamese Ministry of Innovation and the Nghe An province to build out domestic sovereign data infrastructure. The Power Play: SK Innovation is simultaneously backing this with a 1,500 MW LNG power plant to guarantee dedicated, uninterrupted energy supply to these specific facilities. 🌍 4. The Alliance Masterstroke: Syntelligence AI The Deal: The Global Telco AI Alliance (SKT, Deutsche Telekom, e&, Singtel, SoftBank) launched a dedicated entity called Syntelligence AI. The Pivot: Syntelligence officially abandoned building foundational LLMs from scratch, shifting 100% of capital toward embedding commercial AI infrastructure directly into global telco networks. 🎯 HOW $PENG FITS PERFECTLY INTO THIS ECOSYSTEM $PENG does not need to spend millions on international customer acquisition. SK Telecom and the GTAA are acting as its global sales force. Here is exactly how $PENG monetizes this entire portfolio: ⚡ The Hardware Integrator Moat: Deploying high-density GPU racks in tropical, high-humidity environments (Malaysia, Indonesia, Vietnam) is an engineering nightmare. Based on $PENG’s success in building SKT’s "Haein" cluster in a record-breaking 60 days, $PENG is the default full-stack physical architect for these greenfield projects. 🔒 The High-Margin Software Lock-In: These international data centers aren't just buying hardware; they are running on $PENG's proprietary ICE ClusterWare™ software, which is deeply integrated into SKT’s internal Petasus AI Cloud. Once a regional telco or government deploys this software for multi-tenant resource management, the switching costs are too high to change. ➡️Summary: SKT uses its massive balance sheet and geopolitical ties to sign the master contracts. Once the ink dries, $PENG delivers the hardware stacks and the orchestration software. The international expansion is fully underway, and $PENG owns the blueprints.

Tech Titans recap. @FinnStockinger DOMINATED the division, winning by almost 100k, over @GrantTradesX and @ricktheslick67 apps.apple.com/app/id6767262… $OSCR fan boy @investingwithac finds himself short of the podium in 4th. OGs @PulsePathTrades @bigbobinvests and @MoonWalkerTrd say 3rd time is a charm as they look for that first division win. Our app is live! You are all encouraged to join a new division and fight for that top 64 playoff spot!

Yet another lesson on why you need to lock in profits. Every 15% drawdown takes a 17.65% gain just to get back to even. Am I sweating? Not a chance. The market is just creating new entries and separating the wheat from the chaff. Calmly waiting for next week. Days like this happen, and they’ll happen again. Make good use of this time. Instead of hate-refreshing your PnL every two minutes, disconnect and spend some quality time with family or friends. We’ll come back stronger. Have a great weekend, everyone. Finn

$TRT keeps delivering, now over $5M in this Q alone. This is not stopping anytime soon. Trio-Tech just announced an additional $2.6 million in new orders for high-performance burn-in boards supporting a next-generation AI GPU platform. North American and European customers. But here is the number that matters. This quarter alone TRT has now received over $5 million in new burn-in board orders. On top of the $5.3 million announced in March. That is over $10 million in GPU and CPU burn-in board orders in a single fiscal year from this segment alone. Revenue last quarter was up 124% YoY. Semiconductor back-end solutions up 141% YoY. And the order momentum is accelerating, not plateauing. The CEO said it directly: "The current order activity reflects growing demand for our burn-in and reliability solutions for advanced CPU and GPU computing requirements." Why context matters: Every AI GPU and CPU that ships has to pass burn-in testing before it leaves the factory. No exceptions. You cannot skip this step. As NVIDIA scales Blackwell and Rubin Ultra into production at volumes the industry has never seen, every single chip needs to go through a burn-in board. TRT makes those boards. In Southeast Asia. Right where the manufacturing is happening. The Malaysia expansion is the tell. They just signed a lease for an additional 104,000 square feet in Perai, Penang. That is not a company responding to one order. That is a company positioning for a multi-year ramp. The bear case remains the same as before. Gross margins under pressure as they scale. But the thesis is intact and the orders keep coming. TRT meets demand where it’s needed. Bullish $TRT I’m long $TRT Not financial advice.

I just re-read the $AMPG earnings call, focusing entirely on the analyst Q&A session, and I am even more bullish on AmpliTech right now. 1️⃣ The Q2 Growth Confirmation "No, definitely not. We are projecting Q2 to be definitely much higher than Q1." - Jorge Flores, COO (Responding to a direct analyst question on whether Q2 would flatten out) ➡️ Management went on record to confirm that the upcoming Q2 report will show immediate, sequential revenue expansion over Q1, removing concerns about a near-term stagnation. 2️⃣ The H2 Revenue Concentration "We currently expect our revenue profile of the year to be more heavily weighted towards the later quarters." — Fawad Maqbool, CEO ➡️ Q1 and Q2 are fundamentally baseline-building periods; the bulk of the full-year revenue guidance is back-loaded into the third and fourth quarters. 3️⃣ Activating the $40 Million Pipeline "We started the month of April very nicely. As I mentioned previously, we resumed the shipments on our $40 million LOI to our MNO in North America." - Jorge Flores, COO ➡️ The primary cash-flow catalyst for the year is moving; shipments to this major mobile network operator are actively exiting the facility and heading toward revenue recognition. 4️⃣ Sustainable Profit Expansion "The margin expansion is sustainable and likely to improve further as initial investments in customer acquisition and production readiness are behind us." - Fawad Maqbool, CEO (Answering if the 48% gross margin spike was temporary) ➡️ The surge to a 48% gross margin is structurally driven by the transition out of expensive product development into commercial hardware sales. 5️⃣ Clearing the Destocking Hangover "The industry-wide inventory destocking cycle that slowed down orders last year is officially over." - Fawad Maqbool, CEO ➡️ Telecom giants have finally drawn down their excess component reserves and must return to regular, predictable procurement cycles from suppliers like AmpliTech. 6️⃣ Direct Pipeline Acceleration "We have ongoing discussions that could convert straight to Purchase Orders (POs) and be announced in the next quarter or so." - Management Q&A Session ➡️ Beyond existing Letters of Intent, the company is negotiating direct-to-order contracts that can bypass the traditional LOI stage entirely. 7️⃣ Transitory Operational Headwinds "First quarter SG&A expense was elevated by non-recurring items including approximately $180,000 for trade show participation and hiring a new marketing company." - Louisa Sanfratello, CFO ➡️Underlying operational expenses are cleaner than the raw Q1 overhead suggests, as these upfront marketing fees will drop off in coming periods. 8️⃣ Density Trends Expanding the TAM "The company believes this LOI itself will surpass the $100 million mark supported by production forecasts that we have received." - Fawad Maqbool, CEO ➡️The underlying value of their customer pipeline is naturally growing because network operators require higher equipment density to support 5G and AI-RAN hardware layouts. 9️⃣ De-risking via Liquidity "It is important to highlight that AmpliTech Group remains debt-free with $18.4 million in cash." - Louisa Sanfratello, CFO ➡️ Wiping out long-term debt via recent capital raises removes interest-rate pressure and gives the company a working capital cushion of $25.4 million to scale operations. 🔟 Cross-Border Leverage "Our success as being the largest O-RAN deployment in America is helping us to reach out and reach further in Europe." - Fawad Maqbool, CEO ➡️ Domestic deployment validation is being used directly as leverage to secure international footing in European infrastructure projects. 👇 What are your thoughts on this one? ➡️ Does the heavy back-loading of revenue into H2 worry you, or do you view it as a clear accumulation window? Recommend also @rk8215 @chinoalemano for $AMPG write-ups. Let's discuss.