Front Range Capital @FrontRangeHQ
Front Range Capital | SMID-Cap Research Fundamentals, TA, and Themes. Focusing on AI, Robotics, Physical AI, and Power ⛳ Low handicap. High conviction. NFA Colorado Joined November 2025-
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@CoffeeStocksGuy Good read! Glad to see someone else pointing out $NOVT. I almost always see it left off lists of robotics/physical ai companies.
Completely agree we west needs to drastically increase their rare earths, particularly Nd for NdFeB magnets. But isn’t the big issue that the US gov has to put in price floors to support these companies (à la MP materials) since China just floods the market to run everyone out of business?
I think $ELVA has flown under the fintwit. Small cap lithium ion battery manufacturer that’s massively expanding their robotics exposure. Their batteries are better than standard lithium ion batteries for two reasons. 1) they can handle way more charge discharge cycles. 2) they are much less likely to catch fire. This makes them perfect for 24/7 autonomous industrial robots, already their 2nd largest source of revs. They’re already profitable and now building a gigafactory in the US to take advantage of tax credits.
$MU bears gonna be calling top yet again
$MU (Micron Technology) #earnings are out:
@TheBigBerbowski I’m down so big today my entire bloodline is forever endebted. Gonna be bloodline changing returns by tomorrow tho
I think $ELVA has flown under the fintwit. Small cap lithium ion battery manufacturer that’s massively expanding their robotics exposure. Their batteries are better than standard lithium ion batteries for two reasons. 1) they can handle way more charge discharge cycles. 2) they are much less likely to catch fire. This makes them perfect for 24/7 autonomous industrial robots, already their 2nd largest source of revs. They’re already profitable and now building a gigafactory in the US to take advantage of tax credits.
@jrouldz $VIX is your next market leader! 😂
$BWXT manufacturers critical components for these reactors such as steam generators, reactor pressure vessels, standard pressure vessels, and heat exchangers.
BREAKING: The Trump administration is offering $17.5 billion in low-cost loans to help finance the construction of 10 new Westinghouse AP1000 nuclear reactors across the U.S.
@ChairmansLedger Dude I found this really overlooked stock that hits ALL the categories you care you. It’s called $SPY you should go check it out before fintwit pumps it to the moon
@REinventedstyle @PhotonBull Thanks! For sure. Fintwit loves a lot of the battery names but I barely see anyone talking about Electrovaya
@PhotonBull Yeah of course! The near term story is their gigafactory buildout. They’re sending a team to the South Korean plant to build and test out the production line equipment. Once accepted they’ll disassemble, ship it state side, and reassemble in their gigafactory
@TheFinchCapital Merge our accounts and we’ll be unstoppable
$TLN breaking out here.
$TLN started a new 4% position and will look to upsize. They recently received FERC approval for their 2.6 GW acquisition of three gas-fired power plants in the PJM market (Indiana/Ohio). This provides two baseload CGCTs and one peaker. This position Talen well to capture
@TheFinchCapital Ditto with $SLOIF 😂
@BryzonX Such a nice looking flag on the 21 ema pull back. You’re making me want to add even more. 🐧
Setting aside how dumb this is for a sec, how would this even work? All these companies gotta immediately double their share count so they can then give half to the government? How does the public get payments? Via dividends? Who in the government then gets to decide how to vote with the shares?
@investingluc Biggest thing that has greatly eased FOMO for me is beating into my head that there will always be another stock that’ll run.
@RJCcapital No $AEHR on this list?!
Michael Sikand Privat... @michaelsikandpt
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