$NSYS has a $90.8 million backlog. Market cap is $35 million. Zero analyst coverage. Aerospace and defense revenue up 41% year over year. Four consecutive quarters of improving profitability. Proprietary fiber optic technology replacing copper across defense platforms. The market has not looked at this yet. Full thesis on the Substack 👇 open.substack.com/pub/holdmy…

$OUST 64.29% since 👇 News today, Ouster claims its new Rev8 OS sensors are the world's first patented native color lidar sensors.

If $PLAS.CN gets even a fraction of the re-rating $ADUR has seen, the math gets uncomfortable. Calgary-based pilot plant validated. Neos commercial facility in build-out. Non-dilutive BDC funding in place. Strategic partnerships with CN Rail and Palantir. At C$0.215 this is pre-discovery. The comp is sitting at half a billion dollars. (Long. Not financial advice.)

67% since providing thesis on $INFQ. A very safe long term hold 👇🏻

$NSYS - Placed a 1000 share buy at $16.50 but hard to even get 1 share filled. Ask jumped up to $17.47 💤 Imagine the day volume rises to 1 mln shares someday when everyone finds out about this Photonics, Optical Fibers assemblies and ElectroMechanical systems contract manufacture and supplier with $122 mln annual sales and ~$100 mln orders backlog which will explode with the Power over Fiber product penetration imo

$GRAY.CN what a day!

$NSYS $15 - Must Read this poster’s full thesis posted on his link to substack 👇🏼 Brilliant in depth analysis on the company ! It fully reinforces my personal derivation of $50 stock PT for this low float hidden gem imo 🤑 💰

Great analysis on $NSYS. Now I even firmly believe this stock should be and will be rising to $50 someday once it catches attention of larger institutional investors imo

$OUST 84% since releasing Substack Thesis below, price target now $75.

$NSYS has 2.79 million shares outstanding. Total institutional holdings across all 19 funds: 114,068 shares. CEO owns 1% of the company personally. Insider ownership is high. The float is so thin that accumulating any meaningful position moves the stock. By the time this gets discovered you will not be able to buy size quietly.

Earlier today, I opened a strong position in $NSYS. Sits at the intersection of complex medical devices, electromechanical systems, aerospace/defense, and advanced manufacturing. Small company. Real customers. Serious optionality. Excited by the potential here. nortechsys.com/

Must read on QuantumCore $QNCR.c $QNCR 🌶🌶🌶🌶🌶🌶🌶🌶🌶🌶 Very possible 20 peppers here 🤘 #Quantum $RGTI #TopPick #Stocks

$INFQ Quantum stocks soar as Trump administration is reportedly buying in morningstar.com/news/marketw…

$HERB.CN Herbal Dispatch Completes Export of 261kg of Medical Cannabis to Europe ca.finance.yahoo.com/news/he…

Substack article on behalf of @CarrierCDS 🇨🇦 $CCDS.V 🇺🇸 $CCDSF Quality write up by @HoldMyPosition on a data center roll-up vehicle acquiring Tier II/III colocation facilities from private operators who lack a path to liquidity. Trades at $1.14 against a recent $3 analyst target from Beacon. Recent acquisitions have not yet flowed through to reported financials & with 4 to 6 more acquisitions targeted for the balance of 2026 ie the 2026 run-rate looks nothing like the trailing numbers aka potential opportunity. "The re-rate happens when the market starts reading the forward revenue run-rate rather than the lagged reported figures. That is a function of time and continued execution. Both are in motion." 🔗⬇️ holdmyposition.substack.com/…

The Royal Bank of Canada (TSX: RY) officially filed a Schedule 13G disclosing that they have crossed the threshold to hold 6.55% of the total outstanding float of Obsidian Energy $OBE $OBE.TO (specifically holding 4,415,116 shares). Institutions and insiders now own ~35% of a little $1.175B CAD market cap company. A company that $CNQ must buy (in my humble opinion) because $OBE's 700 contiguous sections are in the middle of their Athabasca expansion plans. And I love, @energyburrito @GavMcCracken

Appreciate the share and kind words. Really like what I see with the model, the concept, and direction. No affiliation with @CarrierCDS, just excited to watch it play out.