Stock Screener| OFF THE RADAR DIPS | Finding the next 10x | Vance Roasts included large cap pivots & high spec SMIDS moves. NFA. 📈🚀TN- Go Vols
Johnson City, TN
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When dead sentiment is DEAD, we BUY.
Been buying $WDC all the way down into the $320s. The last week of fear in the markets I’ve been suggesting buying of top notch companies at discounts.
$FLEX
$TTMI
$FORM
$MOD
$FPS
$LEU
$KTOS
$LGN
$UCTT
$VIAV
$VICR
$AMKR
Just absolute steals people are missing out on because of being scared.
High conviction only. Get in our Telegram for just $5/month.
Don’t blink. Don’t miss the next rip salad. 🥗📈
whop.com/gap-father-swings?a…
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Subscribers dropping like flies while I’m out here slinging packages.
Crazy how market chop and need for quick gains scare everyone away.
Theres others plays just look.
I’m still bullish on all I’ve dropped too.
Oh yeah cybersecurity is $NICE I’ve done extensive research and thesis drops either publicly or in subscription on almost all these.
So why you leaving?
Faith. Patience. Extra ranch.
For the salads of course?
$CGNT
$NICE
$SAIL
$PD
$AVPT
$TENB
$GTLB
$NTSK
$TLS
$BB
$UPLD
$S
Don’t sleep. Don’t blink
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$GTBP
AI IN BIOTECH IS NOT ONE-SIZE-FITS-ALL. 👀
GT Biopharma is using AI as a supporting tool to optimize its existing TriKE® NK-cell engager platform. It is not yet an AI-native discovery powerhouse.
That distinction matters when comparing a roughly $13M micro-cap with much larger AI-driven drug discovery companies.
The opportunity is in multi-domain protein engineering….
GTBP is working to optimize domain orientation, linker design, protein stability, and developability before laboratory testing. 🔥
If these tools produce better candidates more efficiently, they could help expand the pipeline, with additional candidates targeted toward pre-IND development in 2027.
Now compare that with $RXRX which has a much broader AI-driven discovery platform, extensive screening infrastructure, clinical programs, and major pharmaceutical partnerships.
Insilico Medicine is another important comparison, with generative AI capabilities and clinical-stage assets. Their scale, resources, and validation are substantially ahead of GTBP’s current position.
Other larger players, including $AMGN, $REGN, and $GMAB, demonstrate the commercial potential of antibody and multi-specific platforms, although their technologies and business models differ.
GTBP’s potential differentiation is its combination of NK-cell engagement, IL-15, and tumor-targeting domains.
The challenge is demonstrating that this design translates into meaningful clinical outcomes.
The path forward is evidence, not hype: credible Phase 1 results, measurable AI-assisted development improvements, and ideally a pharmaceutical partnership.
AI may improve candidate selection, but it cannot guarantee efficacy or approval. GTBP also faces limited cash resources and material dilution risk. The technology is worth watching, but the data must do the talking.
I do not own any shares.
This is a paid promotion.
Disclaimer link 🔗
tinyurl.com/mr29d787
Paid partnership (ad)
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$GTBP
COULD A MICRO-CAP BIOTECH BECOME A MUCH BIGGER PLATFORM COMPANY?
In principle, yes. But GT Biopharma needs much more than an interesting technology and an AI narrative.
With a roughly $13M market cap based on the supplied October 2026 figures, its future depends on clinical validation, financing, and execution.
STEP ONE: Prove the TriKE® platform in humans. GTB-3650 targets CD33-positive blood cancers, while GTB-5550 targets B7-H3-positive solid tumors.
Credible safety and pharmacodynamic data would help validate the approach. Stronger clinical activity signals could provide an even more meaningful catalyst, although early Phase 1 results would still need confirmation.
STEP TWO: Expand the pipeline intelligently. GTBP’s AI-assisted design work could support additional candidates moving toward preclinical development in 2027.
But the company must demonstrate real improvements in potency, stability, manufacturability, or development speed. More candidates only create value if they have a reasonable path toward clinical testing.
STEP THREE: Secure a meaningful partnership. $RXRX illustrates how broader discovery infrastructure and pharmaceutical relationships can help build platform value.
$AMGN, $REGN, $GMAB, and $ONC show the scale that can exist around commercial oncology and immune-engaging technologies.
GTBP does not have comparable resources today, but a credible $MRK $MRNA partnership could bring external validation and non-dilutive funding.
STEP FOUR: Manage dilution and runway. GTBP has a history of financing needs, substantial operating losses, and a proposed increase in authorized common shares from 25M to 250M. Further financing may be necessary.
A successful clinical program could create substantial opportunity, but reaching a $100M–$1B+ valuation or anything approaching $RXRX’s scale would require major milestones, sustained execution, and a much stronger financial position. This is speculative, not a prediction.
I do not own any shares.
This is a paid promotion.
Disclaimer link 🔗
tinyurl.com/mr29d787
Paid partnership (ad)
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Great info here from my brother!
Good earnings do not always mean a good stock reaction. And this morning, Loom and Loomie gave me three interesting examples of exactly that.
I have shared this app several times already, and I will probably continue doing so because I genuinely find it useful.
Before going further, this is NOT a paid partnership. I am not sponsored or paid to promote Loom. It is simply an app I use, and I believe other investors and traders could benefit from exploring it.
Today I was going through the latest earnings briefings, and three companies caught my attention.
$IBM | Strong results, but questions remain.
IBM reported Q3 revenue of $17.1B, up 5% year over year, with adjusted EPS of $2.95. Software revenue grew 8%, and management raised its full year free cash flow outlook.
Good numbers. But the interesting part is what happens next. Investors still need to evaluate how much enterprise AI demand is translating into revenue, recurring business and sustainable cash flow.
That is what I appreciate about Loomie. It goes beyond displaying the earnings numbers and gives me possible implications and developments worth following.
$CRS | Strong earnings, terrible stock reaction.
Carpenter Technology reported EPS of $3.25, above the expected $3.04. But revenue of $798.2M missed the roughly $830.9M consensus.
The company also reported record first quarter operating income, up 28% year over year.
And yet, the stock dropped approximately 20.6% on October 22.
This is a perfect example of something I constantly discuss in my chart analysis. A good business, strong earnings and a good current entry are three different things.
Expectations, valuation and price location matter. A company can execute well operationally while its stock gets punished because the market expected even more.
$WDC | Strong storage demand, but selling pressure.
Western Digital entered its earnings release after a difficult trading session, down approximately 6.4%.
Then the company reported fiscal Q1 2027 revenue of $4.38B, growing 55% year over year, and adjusted EPS of $4.64.
Those are impressive numbers, supported by demand for high capacity hard drives used in cloud and data center infrastructure.
But the market was already showing weakness across storage related names, including $STX and $MU.
Now I want to understand whether the selling reflects changing expectations, valuation concerns or a broader rotation away from some AI infrastructure stocks.
And that is where this type of tool becomes valuable.
What I like about Loom is not that it tells me what stocks to buy. It doesn't make my decisions for me.
It helps me identify what deserves further research.
Each briefing connects the event with the companies involved, provides a possible tailwind or headwind assessment, explains the underlying story and highlights what I should watch next.
For someone following multiple sectors, hundreds of companies and several research systems, that saves a meaningful amount of time.
Then I can use Loomie to investigate the companies in more detail, including financials, news, technical analysis and the broader market context.
And I want to emphasize something important.
I do not blindly trust AI generated analysis.
These systems can make mistakes. Even in these briefings, I noticed that some storage terminology needs checking. Western Digital separated its flash business into Sandisk in 2025, so its current HDD business should not be confused with NAND operations.
That is why I still verify information against earnings releases, SEC filings and company announcements.
The advantage is that I can discover relevant developments much faster, then decide where to spend my research time.
I already spend hours every day going through X, earnings reports, TradingView, financial websites and my own screening systems. There is more information available than any one person can reasonably follow.
Loom helps me organize that information. Loomie helps me investigate it. My own research and charts determine what I do next.
That is the combination I am looking for.
The platform is still in beta, and I am sure there will be improvements along the way. But from my own experience, it is becoming a useful addition to my daily workflow.
Credit again to @IAMSubhransu7 for building it and giving me the opportunity to test it.
If you are an investor, swing trader or someone who enjoys researching companies, I think it is worth exploring.
loomfinance.ai/
And once again, not a paid promotion. Just a tool I use and appreciate.
My market journal, not financial advice.
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The AI buildout is getting more complex, and $SITM is becoming an increasingly important piece of the infrastructure behind it.
SiTime makes MEMS precision timing components that replace traditional quartz-based solutions across AI accelerators, optical modules, high-speed networking, and data-center synchronization.
Q2 revenue hit $157.4M, up 127% YoY. Communications, Enterprise & Data Center revenue reached $101.2M, up 181% YoY for the ninth consecutive quarter of triple-digit growth.
Automotive, Industrial & Aerospace grew 51%, while Mobile, IoT & Consumer climbed 85%.
Non-GAAP gross margin reached 67.1%, and operating margin expanded to 34% from 10% a year earlier. Non-GAAP EPS climbed from $0.47 to $2.34, showing substantial operating leverage as revenue scales.
Now look at the ramp.
Management guided Q3 revenue to $285M–$295M, including approximately $85M from the newly acquired Renesas Timing Products Division.
Core revenue excluding the acquisition is expected to reach $200M–$210M, representing roughly 30% sequential growth at the midpoint.
The demand drivers are where things get interesting. SiTime expects revenue from 1.6T optical applications to approximately double in 2027, with 800G and 1.6T representing a combined $450M addressable market.
Its Elite Super-TCXOs also add several hundred dollars of timing content per AI data-center rack as hyperscalers expand synchronization across computing and networking systems.
Visibility is improving, too. Customers are reportedly placing orders 12–18 months in advance, while increasing order sizes and higher-value product demand support the outlook into 2027. Combined with expanding margins, that gives SiTime a potential path to scale earnings alongside revenue.
Renesas adds another growth engine, bringing more than 550 clocking products, access to over 10,000 customers, and an expected ~$300M in revenue during its first 12 months post-acquisition at approximately 70% gross margins.
Beyond the immediate revenue contribution, cross-selling and integrating timing into chiplets, advanced substrates and modules could expand SiTime’s communications and data-center addressable market by another $2.5B by 2030. That’s potential market opportunity, not guaranteed revenue.
The valuation? At roughly $463 per share and a $13.9B market cap, $SITM trades at approximately 16x projected 2026 sales and 10x projected 2027 sales, using estimates of $870M and $1.35B, respectively.
Those are premium multiples, but they reflect explosive growth, improving operating leverage, and an expanding role in next-generation AI infrastructure.
The risks? Valuation compression, AI capital spending, customer concentration, supply-chain constraints, and Renesas integration.
The upcoming Q3 report around November 4 will be important for confirming the ramp.
Automotive positioning and defense-grade navigation each represent approximately $400M addressable markets, while its mobile, IoT and consumer design opportunity funnel exceeds $1.2B. These are additional growth avenues beyond data centers.
The AI buildout needs more than GPUs. It needs precision timing to keep everything synchronized.
SITM is expanding its technology, customer reach and addressable market while demand accelerates.
This is one I’m keeping eyes on. 👀
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THE GAP FATHER retweeted
I’m taking the night off guys. Just got a lot going on I’m trying to figure out.
It’s not cause of the markets either I’m still bullish long term.
Appreciate you all.
Don’t miss these dips.
If ive mentioned the stock I’m still bullish.
So many are sitting on volume shelves.
$DOCN
$SANM
$UCTT
$VRT
$VST
$NBIS
$STX
$AMKR
$ACMR
$TER
$ASX
$MXL
$VSH
$PENG
$ESAB
$MEC
$EROC
$VECO
$COHU
$LGN
$CDNL
$AXTI
$MOD
$FPS
$SMTC
$FN
$CEVA
$ADEA
$ASYS
$SEI
$VICR
$AAOI
$AEHR
$FORM
$DIOD
$IMOS
$RMBS
$CRDO
$POWL
$POWI
$MTSI
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I’m taking the night off guys. Just got a lot going on I’m trying to figure out.
It’s not cause of the markets either I’m still bullish long term.
Appreciate you all.
Don’t miss these dips.
If ive mentioned the stock I’m still bullish.
So many are sitting on volume shelves.
$DOCN
$SANM
$UCTT
$VRT
$VST
$NBIS
$STX
$AMKR
$ACMR
$TER
$ASX
$MXL
$VSH
$PENG
$ESAB
$MEC
$EROC
$VECO
$COHU
$LGN
$CDNL
$AXTI
$MOD
$FPS
$SMTC
$FN
$CEVA
$ADEA
$ASYS
$SEI
$VICR
$AAOI
$AEHR
$FORM
$DIOD
$IMOS
$RMBS
$CRDO
$POWL
$POWI
$MTSI
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Guys you don’t know how bad I wish I had the time to post another 150 charts in the X subscribers tonight.
All the stocks I’ve been saying to buy are still amazing buys, just better Entries.
AI is wild man lots of promise and I do see 98% of these nuked stocks making comebacks.
If I get to 800 subscribers by 8pm I will tonight.
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THE GAP FATHER retweeted
I NEED THIS…
“Trump and Iran are expected to close a deal as soon as tomorrow Friday”
AND A REPORT SAYING NANCY AND DONALD JUST BOUGHT 5-10m worth of calls ahead of $WDC earnings.
AND A JIM TWEET.
“memory is dead, $WDC $MU $STX $SNDK $HPE $P will never recover”
ALL BY 4:00PM IS THAT TO MUCH TO ASK FOR MARKET GODS?
ALSO WHERES LEOPOLDO AT.
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These prices are all generational.
Don’t let anyone tell you otherwise.
Buy everything.
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$FBDT
The next defense opportunity might not be another massive defense prime. It could be a smaller American manufacturer capable of producing ammunition and attritable drones at scale.
First Breach is attempting to build exactly that.
The company operates in two distinct niches: vertically integrated ammunition manufacturing and low-cost autonomous unmanned aerial systems (UAS).
First, the ammunition business.
FBDT manufactures brass cups, casings, projectiles, lead cores and lead wire in-house at its Hagerstown, Maryland facility. That vertical integration gives it control over multiple stages of production rather than relying entirely on outside component suppliers.
Here’s where the numbers get interesting.
In September, FBDT installed new loading and inspection equipment that management said increased potential ammunition production capacity by approximately 175%, to as much as 20M rounds per month. It also expanded scheduled manufacturing hours from 40 to 84 per week, a 110% increase.
The company signed a three-year supply and distribution agreement with SAS Ammo, with monthly purchases scheduled to increase from 3M rounds to at least 8M by April 2027.
At 8M rounds monthly, that’s a potential annualized delivery pace of 96M rounds. The key is whether FBDT can overcome component shortages, fulfill the schedule and turn those shipments into revenue.
Now look at the drone opportunity.
This is where the thesis gets interesting.
FBDT completed its first fully autonomous drone flight in October, demonstrating takeoff, flight and landing without manual pilot input.
The current prototype specifications include:
Approximately 2.2 kg all-up weight.
Roughly 500 g payload capacity.
Approximately 2 km effective range.
Around 10 minutes of endurance.
Reported maximum speed of 120 km/h.
Its partnership with Hellbender supports engineering, electronics, computer vision, robotics and domestic manufacturing. FBDT is targeting scaled production in Q2 2027, with a goal of exceeding 2,500 drones per week.
That would imply more than 130,000 drones annually if sustained for 52 weeks.
The broader defense landscape supports the thesis:
$RTX — missile systems, air defense and advanced defense electronics.
$LMT — established weapons platforms and global defense programs.
$AVAV — tactical unmanned systems and loitering munitions.
$KTOS — unmanned aircraft and affordable defense systems.
$POWW — ammunition manufacturing.
$VVX — mission-critical defense services, engineering and logistics.
These companies operate at vastly different scales, but they illustrate the broader ecosystem FBDT is trying to enter.
The structural tailwinds include domestic supply-chain security, growing demand for unmanned systems and a military emphasis on affordable, scalable platforms. FBDT’s agreement with Hellbender also targets U.S.-compliant drone platforms aligned with defense procurement requirements.
First-half 2026 revenue increased 226% year over year, from approximately $111K to $361K. That’s encouraging growth, but from a very small base. The drone program had not generated revenue as of June 30, 2026.
The milestones I’m watching:
Q4 2026: Complete initial drone prototypes and continue ammunition production expansion.
Q1 2027: Progress toward the scheduled 5M-round monthly ammunition purchase level.
Q2 2027: Target scaled drone production above 2,500 units weekly and at least 8M ammunition rounds monthly under the SAS agreement.
$FBDT is attempting to combine domestic ammunition manufacturing with a scalable autonomous-drone platform at a time when defense customers increasingly value affordable, repeatable production.
The bull case is built around execution. The next several quarters need to prove it.
I do not own shares.
I was paid by a third party to do this promotion.
Disclaimer 🔗
tinyurl.com/mr29d787
Made with AI
Paid partnership (ad)
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THE GAP FATHER retweeted
$FBDT
🔥 The company has high margin defense hardware with recurring ammo off take contracts.
🔥 Proprietary modular airframe and flight controller design developed in-house for complete supply chain independence.
🔥 Rapid transition from tethered prototype to 161 km/h untethered flight capability in record time.
🔥 Scaling manufacturing target toward 2,500+ defense drone units per week to fulfill surging demand.
🔥 Facility expansions and mass hiring to accommodate their significant order backlogs across both divisions.
Disclaimer:
@thetitanmedia
stockresearchtoday.com/fbdt/
#advertisement
~ Paid $300 cash by a third party on 10/22/2026. I don't own any shares. Penny stocks are extremely high risk. NFA. DYOR. ~
$FBDT
🔥 Vertically integrated US defense manufacturer producing match-grade ammo and next-gen military drones.
🔥 Facility engineered for 20M+ round capacity with locked-in wholesaler, this will help lead to and potentially secure long-term revenue.
🔥 Proprietary drone prototype hitting 161 km/h in untethered flight testing without a waiver.
🔥 CEO Jeffrey Low and top execs are purchasing shares down here.
Disclaimer:
@thetitanmedia
stockresearchtoday.com/fbdt/
#advertisement
~ Paid $300 cash by a third party on 10/22/2026. I don't own any shares. Penny stocks are extremely high risk. NFA. DYOR. ~
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