Conviction Queue @CQueue_Research
Here to share my top investing and ideas. Follow me here: https://t.co/vkvMZMcane https://t.co/UYDphPUbBy convictionqueue.substack.com Joined March 2026-
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See my article: convictionqueue.substack.com/p/bitcoin-and-…
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This week I give my review on "Everyone is Lying to You for Money" and my general thoughts on bitcoin:native
@FromValue $RKLB - Valuation is too stretched now.
See my complete write-up here: convictionqueue.substack.com/p/5-best-long-…
5/ AST SpaceMobile ($ASTS) 📱 Direct-to-cell satellite broadband using regular, unmodified smartphones. • Moat: 45+ exclusive mobile network partnerships (AT&T, Verizon, etc). • Growth: $1.2B contracted backlog. 2026 revenue guided to $150M–$200M as initial service scales.
I'm out on the $SPCX IPO tomorrow. I filtered a little of quality space list down to the top 5 long-term options using strict criteria: • Founder-led 👑 • High switching costs / deep moats 🏰 • Under $50B market cap 📈 • Growing revenue + limited long-term debt 💰
@MoInvestingHQ I just shared my top 3 ideas in my post below. But of those $PRM convictionqueue.substack.com/p/q1-2026-earn…
@NotA_Bull Good list, although $CRWD is still a little too rich for me.
@VJNCapital Smart decision, capital allocation should go to the best ideas.
See my highest conviction stocks after Q1 in my latest article here: $PRM, $DDOG, & GOOGL: convictionqueue.substack.com/p/q1-2026-earn…
30,000 wildfires. 2M+ acres burned. Worst start to a fire season in nearly two decades — and it's only June. There's a small-cap quietly positioned to win. Full Q1 conviction breakdown in the new issue.
See my full analysis on $ROL here: convictionqueue.substack.com/p/part-1-deep-…
While everyone is looking for AI plays, I'll reiterate a quality, boring, business is on sale - $ROL
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