Grid power systems and superconductor wire
“@Yolo365247isme I do have $AMSC and $PLPC as the executive order beneficiaries as well but not as high conviction. I mean AMSC is up 8.58% and PLPC is up 6.37% today, they don’t just go up 48% in a day.” post →
| Date | Tweet |
|---|---|
| 2026-04-25 | @coreyagonzalez I mentioned 30 US names that I liked recently. A lot of my thesis posts talk about Japanese or Taiwanese names, but I talk about US stocks a lot like $AMSC, $ARM recently or stuff like $NBIS and $RDDT? → · 71 likes · 25,218 views |
| 2026-04-24 | @Yolo365247isme I do have $AMSC and $PLPC as the executive order beneficiaries as well but not as high conviction. I mean AMSC is up 8.58% and PLPC is up 6.37% today, they don’t just go up 48% in a day. → · 51 likes · 11,930 views |
| 2026-04-23 | @Spunkybunny520 Everything from $AAOI to $AMSC today had a healthy correction from macro. → · 93 likes · 12,794 views |
| 2026-04-22 | 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 betting with China on th… → · 1267 likes · 335,895 views |
| 2026-04-22 | @auer_trist24737 I liked it $AMSC more for exposure because it's called "American Superconductor Corp" And Trump + DoE are more likely going to give funding to the names with America in its name tbh... → · 73 likes · 16,988 views |
| 2026-04-22 | Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid co… → · 1649 likes · 956,752 views |
| Report | Date | Stance |
|---|---|---|
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | LONG |
from2028 — cross-site stock view. Rebuilt at publish time.