Badonde @Badonde_
Cambridge, England Joined February 2017-
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$LPTH is my biggest position ever, bought more today. Been holding since the end of last year and my conviction has just grown and grown. Price today is just shy of $12. Lets check back in a year👀
$LPTH $DRS More good news it seems x.com/LeonardoDRSnew…
Badonde retweeted
$DAIO x.com/marketwirenews…
$DAIO - Data IO Proposes to Acquire Embedded Software Security Assets from IAR REDMOND, Wash. and UPPSALA, Sweden, July 10, 2026 (GLOBE NEWSWIRE) -- Data I/O Corporation (NASDAQ: DAIO) and I.A.R. Systems AB (“IAR”) today jointly announced that Data I/O… marketwirenews.com/stock/daio/new…
$daio pretty happy how this has kept it's gains since ~$3, still think it's got good pumptential given the narrative overload (Memory / Edge AI / semis / robotics / transformative M&A etc) .
For a micro-cap gamble, I'm long $DAIO. $28m memory-related name that just bought a "semiconductor handling and packaging manufacturer" that should double revenues and add profitability. Adjacent to Edge AI and robotics. Narrative overload, could pump out of nowhere.
$FRMI Bought a load more shares in premarket at around $6 after this convertible offering. Balls still tingling.
Been digging into $frmi and took a position today. Love this latest find below, a sniff that Amazon are a customer and this will rerate. Management said they should sign a deal in the next 90 days. Big call buying last week. Lots of circumstantial breadcrumbs...
There's a good chance that $AMZN could partner with $FRMI for their build-out in Amarillo $AMZN posted this job listing for "Data Center Cluster Operations Leader" on Nov. 2025, and they updated the listing 8 days ago
Badonde retweeted
$FRMI OI changes Bullish positioning confirmed
@ParadisLabs You can pump the $35m Semi & Memory microcap $DAIO to Valhalla for me? Going through a transformative acquisition that will double revs, operates in the hottest mix of sectors
Bought some $ASYS following their offering, based on continuing AI capex avalanche. Raising substantial cash for growth purposes, at a decent price, feels like a good sign. Let's see x.com/pennycheck/sta…
@elonmusk @sundarpichai pretty insane position for a microcap nobody ever heard of "The vast majority of GPUs TPUs are manufactured using our equipment"
Extra nice. $ELMT Sold as things feel a little pumpy, will monitor to buy back in if it comes back down
I am long $ELMT, a bit underwater but adding. Great write-up below. Plays into a lot of growth areas, including missiles (defence) which in my opinion is a megatrend right now. Recent IPO with their first earnings report next Friday, could be interesting.
Most of you degens bought $ELMT on the IPO hoping for a quick flip and sold when it didn't happen. I actually took the time to understand the company and how it just became a critical national security player. Here's what you missed 🧵
It will take 5+ years to replace 39 days of munitions used in the Iran war What an absolute disaster
Great colour 👇I'm long $IEHC, $SYPR and others for this reason. Should be comfy holds
Interesting slide from $PKE's earnings deck as it pertains to other players in the missile ecosystem too $IEHC $MPTI $DCO $SYPR
@BULLOFBRITAIN I think it's fine as long as you're caveating it that it's tiny and the risks etc. If it's a good play then it's a good play regardless of the size
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