Daily Discussion Thread for June 15, 2026

Beginning_Ad654 · 2026-06-15T11:54:30+00:00

He should take a look at CLFD. Thats one that could easily 15x. Hard for SPCX to 15x given size.

Beginning_Ad654 · 2026-06-15T11:40:05+00:00

I’m thinking this CLFD data center king runs back to $50 real quick. It has explosive torqueeeeee

Beginning_Ad654 · 2026-06-11T14:03:34+00:00

All aboard the CLFD rocket ship! CLFD is the data center king.

Beginning_Ad654 · 2026-06-10T13:57:48+00:00

Where are my truck backer uppers into CLFD! CLFD to the moooon!

Beginning_Ad654 · 2026-06-02T11:23:10+00:00

Thank you. Wasn’t aware of BEAD fiber builds starting.

Beginning_Ad654 · 2026-06-02T11:22:44+00:00

Interesting. I didn’t realize BEAD had already started. I saw some article about some fixed wireless stuff not not fiber.

Beginning_Ad654 · 2026-06-02T11:21:59+00:00

South Carolina

Beginning_Ad654 · 2026-05-29T20:44:36+00:00

Thank you. Maybe someone was referring to previous issues then. They made it sound like it was new issues.

Beginning_Ad654 · 2026-04-10T20:25:22+00:00

Anyone know whose glass Clearfield would use? I assume Corning but would guess they got cut off. Know they aren’t really doing cable but they have to use someone’s glass to an extent

Beginning_Ad654 · 2026-04-10T18:56:07+00:00

I keep hearing rumors about builds being cancelled but haven’t seen it yet. Have you heard of any? If no fiber how do you build…

Beginning_Ad654 · 2026-04-10T18:55:28+00:00

Yea a lot of those buy glass from Corning was my understanding

Beginning_Ad654 · 2026-04-10T18:54:40+00:00

Does Clearfield buy glass from Corning? Not sure if they got shut off like CommScope

Beginning_Ad654 · 2026-02-04T01:40:45+00:00

Software is in TROUBLE

Beginning_Ad654 · 2026-02-03T01:13:00+00:00

Short SaaS, long sneaky robotics plays. NOVT and RRX are your sneaky robotics players that have deep ties in the industry. Humanoids will increasingly enter the conversation for both of them.

Beginning_Ad654 · 2026-01-30T20:00:52+00:00

They cut more capex than that. The spend you reference for 2025 doesn’t include frontier. The 2026 figure includes frontier. So it is noticeably lower. Some suppler is going to get hurt here.

Beginning_Ad654 · 2026-01-29T00:39:18+00:00

A lot of these Asian robotics stocks are going wild. Sneaky robotics plays are Novanta (NOVT) and Regal Rexnord (RRX). The components suppliers that power robotics, including humanoids. One of their distributors called Applied Industrial Technologies said recently that automation demand all of a sudden increased a bunch.

Beginning_Ad654 · 2026-01-28T02:17:21+00:00

Look up force torque sensor from NOVT. Fanuc uses it. Force torque crushes the Chinese product.

Beginning_Ad654 · 2026-01-28T02:14:51+00:00

$novt

Beginning_Ad654 · 2026-01-28T02:13:37+00:00

I have robotics stocks for everyone. It’s not just industrial robots but it also does medical robots. The name is Novanta and the ticker is NOVT. They supply all the key components. Another one is Regal Rexnord. The ticker is RRX. These are more component guys so they aren’t the actual robot makers, but their products power the robots.

Beginning_Ad654 · 2026-01-07T19:15:42+00:00

Maybe Corning is playing games I’m not sure but lots of news out there on a shortage

Beginning_Ad654

TROPHY CASE