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$TBTC is my newest stock idea. Article is live on substack.
The company is trading at ~8x TTM P/E and has an under appreciated recurring revenue base with over 70% gross margins.
Downside is backed by more than 8m in cash and equivalents at 22m market cap.
Bull case requires them to sign new customers, perhaps $BUKS could use their services. If they signed a major casino deal, the sky is the limit.
My 12 month PT is: $12 as I expect new management to continue strong sales momentum and operating leverage to kick in.
$HAWK with another successful launch. Cluster 16 online. 51 total satellites now.
$TMDX should’ve announced their earnings date already. Maybe they announce today after close.
$LRCX earnings will be telling today. Probably the one I’ll be tuning into first.
What other calls are people looking forward to today?
$ISRG almost a complete reversal lol sometimes it’s that easy
Great point. Boards get away with way too much due to the passive shareholder bases.
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Before this happens, please ensure the default investment option for Trump Accounts is no longer State Street, @elonmusk
We’ve watched State Street vote counterproductively in proxies for far too long, and we don’t want your shares ending up under their control.
Substack next article will feature some healthcare/biotech/medtech names I find compelling. I think sector has potential in the coming quarters.
$SPCX they having fun with these adjusted numbers lmfao can literally be whatever you want
$ISRG results look good at first glance. Stock down 10%+ after hours. I wonder what KPI is punishing them.
$SPRS now at $18 million market cap with $14 million cash.
~$8 million gross profit first 9 months of 2026.



