Aug. 6 at 5:09 PM
My view on smaller caps hasn’t changed:
$AMPG
→ Multi-sector exposure remains overlooked, with strong revenue relative to market cap
$CPSH
→ A genuine bottleneck play that could benefit as production scales into 2027
Also watching:
$SATL
$VELO
$VOYG
The SPCX share unlock overhang has partially cleared, but I don’t think the dust has fully settled yet.
Once the setup improves, I’ll be looking for the next high-probability entries.