$NVTS

How his view evolved

Every substantive take he's posted on $NVTS, newest first — each labelled with the stance he expressed at the time.

1. May 26, 2026Bullishconviction 3/4

   How did my $NVTS position double already lol? That aside, I did see a very compelling long out of the list of crowdsourced recs earlier for 800 vdc. Doing more research now! https://t.co/Su65NuYjLW https://t.co/atKHpd4nTx

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2. Apr 22, 2026Bullish

   Just a shower thought... it’s extremely patriotic and positive sum to be investing in American National Security and supply chains like $AMSC or $NVTS. For the longest time hedge funds shorted domestic American sectors like energy + Solar to the point of bankruptcy... By https://t.co/ZztcDVtNGW https://t.co/VNzwrxYDt8

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3. Apr 22, 2026Bullishconviction 3/4

   @daniel_koss thanks! small positions on $NVTS though. I find photonics theme more compelling overall. People don't need to get exposure to every story that pops up with $NVDA.

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4. Apr 22, 2026Bullishconviction 3/4

   @pennycheck Was aware of $AOSL, just went with $NVTS instead.

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