@mvcinvesting Check out $ROOT. Lining up for a spicy asymmetric return. I have 2 others but no DD yet. Root is trading below a 1 PS with 60% TTM revenue growth. Completely disconnected from reality at $1.2 billion market cap and $1.35 billion in revenue.

@mvcinvesting $UUUU hits all of those expect founder led

@mvcinvesting $ROOT literally checks all your bonus points 1.2B mcap founder led inflection point of growth where partnerships are growing at 3X YoY, which will be material in the immediate quarters balance sheet with 1b cash equivalents and in an industry that is DEFENSIVE. has the

@mvcinvesting honestly loving this criteria list. I'd go with $PLTR here, checks most boxes esp the inflection point around AI gov contracts

@mvcinvesting I mean TMDX is all of those

@mvcinvesting Anything in metals and especially rare earth exposure. Like Talon Metals $TLOFF for their newly discovered vault zone this past Spring. Ultra high grade critical minerals.

@mvcinvesting https://api.investi.com.au/api... I think we may have found a winner….especially considering the CEO is in DC for a 3rd round of “meetings” this week. $DTREF @Dateline_DTR

@mvcinvesting $MNMD , LSD therapies for anxiety in stage 3 fda trials with breakthrough therapy designation. Expected to have a stage 3 readout by EOY.

@mvcinvesting Pro forma Elemental Royalty. Ticks every single box.

@mvcinvesting This one is not founder-led and is defense/tech, near an inflection point to capture the rise in global UUV production. Just above a billion dollar market cap with a solid balance sheet and good growth and margins. Profitable too. Name is Kraken Robotics, $KRKNF $PNG.V

@mvcinvesting Never getting tired of recommending you Sezzle

@mvcinvesting Except founder-led, $psnl meets all bonus criteria

@mvcinvesting Kraken Robotics. 1B market cap. Underwater UAV tech with heavy ties to Anduril Defense which is a Peter Theil backer.

@mvcinvesting As 2000-02 and 2007-09 survivor, time frame is everything. If you bought Jan 2001 after March 00 top, you would be destroyed. If you bought June 08 after Oct 07 top, you would be destroyed. But zero evidence this is anything more than bull trap so far.

@mvcinvesting real question is when do you start buying? Everybody’s talking significant Correction, we’re at 3% 1 day. What if this garden variety 6-8% correction hits on Monday open. Will money on the sidelines jump in? IMHO They will want more. and miss again

@mvcinvesting $APLD 🔥 CoreWeave expansion: 400 MW fully leased $11 B revenue visibility over 15 years. Polaris Forge 1: 100 MW online Q4 2025 → 400 MW by 2027 $500 M annualized NOI.2nd hyper scaler in advanced talks. 84 % YoY revenue $64 M last quarter; new lease conversions driving upside.

@mvcinvesting Sounds like that is Gamestop to me

@mvcinvesting $NCNA Release of abstract Oct 13th 6pm est for ESMO conference on Oct 19th. Under $2M float. $10M market cap. Small cap. Bio stock. Thoughts?

@mvcinvesting I mean Amazon $AMZN but that doesn’t fit the bonus points 😂

@mvcinvesting $LODE 2026 Q2 starts solar panel recycling plant. The only company able to recycle them 100%. All raw materials - including SILVER - will be sold. High margin plants. No debt after latest raise. + Has renewable fuel biz + mining assets. Every one worth more than current MCap.

@mvcinvesting AGAIN ITS $LMND Literally checks every single point

@mvcinvesting Arafura Resources $ARU is a self evident play. Rare earths for the West as supply security turns strategic. ARU is still under the radar yet central to the China US trade shift and Western industrial rebuild. Fundamentals are resource scarcity and geopolitical necessity.

@mvcinvesting $ONDS, I had just trimmed 60% of my position the last two weeks before yesterday. Bought the dip because it was the most impacted in yesterday’s shenanigans. Will ride it back up with a smile.

@mvcinvesting Auto tech. But definitely an inflection. $INDI

@mvcinvesting $OPEN - @CanadaKaz (new CEO) is 🔥

@mvcinvesting $prm. Monopoly under 5 billion. Private equity in the public market mentality. This is a 5x-10x waiting to happen

@mvcinvesting $VCEL, Vericel. Its new product, MACI, is now commercially available. It's a way to grow durable cartilage using a patient's own cells to repair a damaged knee joint. It’s a better alternative to joint replacement. -$1.7B Market cap - outside of tech - solid balance sheet 1/X

@mvcinvesting $FOUR Founder owns 25% at support on stock price 20%-30% growth ~10x EBITDA, cash flow Secular trend of experiences and travel

@mvcinvesting More $CDLR it's within breakout at 23 with earnings.

@mvcinvesting A couple of things I’m looking at: 1. $ONON: Solid B/S and founder still involved. They are growing fast (shoes are everywhere). Expect durable earnings growth from higher revenue and expanding margins via the shift to DTC, rapid Asia expansion, and diversification into apparel.

@mvcinvesting Pulsar Helium, a microcap listed on UK AIM and TSX markets. At its Minnesota Topaz site they have discovered Helium-3: one of the rarest isotopes on Earth, with reported prices of up to US$18.7 million per kg. NASA and the U.S. Gov are actively funding lunar (!) He-3 extraction.

@mvcinvesting ABCL. Weakest spot is the balance sheet, but it ticks a lot of boxes.

@mvcinvesting I either sell $DLO or $ZETA to start a position in $CIFR and $IREN; The rest, Im holding 😄

@mvcinvesting "Outside of tech" is almost always a bad idea.

@mvcinvesting Rare earth and critical minerals stocks as the U.S. & @POTUS work to onshore the supply chain. There are too many to name. One of the biggest secular trends right now and some names were green during Friday’s correction.

@mvcinvesting $path fits all your points, except outside of tech.