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We post trained a model on 4K NYSE stock's Q1-26 transcripts and used it to extract sharp insights
This allows us to have only high signal input into our model
Jun 21
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A Battery Ownership business is just a hedge fund that happens to store electrons
Why owning and trading electrons is one of the highest-margin businesses in energy storage — and the two potential small to mid caps to play it
Jun 19
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May 2026
We are yet again early with our last idea
Damnang (An incredibly respected semi conductor analyst) gave a good insight
May 29
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Stockdrifts Research
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Market Update
Usually I send well researched reports, but today experimenting with a new quick format
May 28
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Semi Conductor stock hidden in plain sight. Quantum, Robotics beneficiary
I initiated it yesterday at market open and sent a chat message
May 27
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Why Leopold bought TE. (It's not just an energy story)
This is what the US govt. would do. This is the reason why TE and TOYO will get more valuable
May 20
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Robotics Bottleneck play (~$4B)
Also the ONLY Western supply chain player in it's niche
May 16
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April 2026
Power Semi Small Caps
3 small caps that have the best Risk/Return and haven't gone parabolic yet
Apr 24
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Names I am looking to dip buy if we get to 610-615 on SPY
4 of my contrarian ideas that are hopefully right.
Apr 2
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March 2026
$TE and $TOYO's earnings analysis
TE down 20% vs. TOYO up 4%
Mar 31
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Join my new subscriber chat
A private space for us to converse and connect
Mar 17
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Stockdrifts Research
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NLST up another 10% today
I am up about 2.7X in a couple of months on this. Can get to 10-15X
Mar 16
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Stockdrifts Research
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