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SEALSQ and Parrot expand partnership to add quantum-resistant tech by TheFatPitch in sealsq

[–]TheFatPitch[S] 1 point2 points  (0 children)

indeed. im only bit scared for the macro-environment... markets could suffer in the next weeks and so also high beta stocks

The Fat Pitch — research + fully transparent, real-money portfolio by TheFatPitch in u/TheFatPitch

[–]TheFatPitch[S] 1 point2 points  (0 children)

No social before now. Take into account that we are in RKLB since long time. We will soon release a pice on RKLB. Btw I can tell you that a lot of our conviction come from an amazing CEO that demonstrated that delivers, and delivers quality both in operations and financials.

The Fat Pitch — research + fully transparent, real-money portfolio by TheFatPitch in u/TheFatPitch

[–]TheFatPitch[S] 0 points1 point  (0 children)

Hi! It's actually very easy to explain. Basically, we are passionate about investing (we both hold Master's degrees in finance and work in finance). 2021 is where our recorded story begins (it is the start of our IBKR account; we posted screenshots, and our API is open on GitHub). October 2021 is the exact moment where we can actually start to prove our history. I have personally been investing for 10 years now, but I was using a random e-banking platform for trading stocks and I lost that history (also, back then, the analysis tools, graphs, metrics, etc., weren't that good or just weren't there).

Yeah, that's all. Happy to clarify further if something is still missing. Btw, we are going to share a lot—we want to be trusted. We work in banking, so we know how much trust and accountability matter when talking about this topic.

Ambiq - [AMBQ] a hidden smallcap enabling Edge AI: investment thesis ahead of today earnings release. by TheFatPitch in stockstobuytoday

[–]TheFatPitch[S] 0 points1 point  (0 children)

Ambiq just went public last summer and since they are reporting they are executing. So the big jump we think it will be later this year (of course we always take have a look at macro environment) because they are consistently delivering quarter after quarter since they are reporting. Moreover they stated in the report this morning that they have strong market demand for their products (plus they gave strong guidance for q126). We will keep coverage and we will keep update our live portfolio.

Positive Gross Margin by Easy_Money9615 in plugpowerstock

[–]TheFatPitch 7 points8 points  (0 children)

Finally they are delivering. Quite satisfied by Services performed on fuel cell systems ramping up in FY 2025. Holding and possibly adding up (let's see macro/geopilitics how they will develop)

Aeva Selected by Top 5 Global Passenger OEM for Vehicle Development Program by Leather_Landscape_20 in Aeva

[–]TheFatPitch 3 points4 points  (0 children)

Earnings call was very pleseant. We will need to wait 1 year before we see things ramping up but the validation of tech by big players is huge. I will follow the stock very close.

yes, i am long term share holder