|
Apr 27, 2026 |
Fund Letters |
Alluvial Capital Management |
Skytop Lodge Corp.
|
Consumer Discretionary |
Hotels, Resorts & Cruise Lines |
Bull
|
OTC |
Asset Play, cash flow, Historic Property, Hotel, Poconos, Real Estate, Resort, Tourism, Value |
View Pitch |
|
Feb 4, 2026 |
Twitter / X |
@SJCapitalInvest |
SkyWater Technology, Inc.
|
Semiconductors & Semiconductor Equipment |
Semiconductor Manufacturing |
Bull
|
NASDAQ |
defense electronics, Onshoring, Quantum Hardware, Quantum Manufacturing, semiconductor foundry, specialty semiconductors, Trusted Foundry |
View Pitch |
|
Feb 4, 2026 |
Twitter / X |
@SJCapitalInvest |
SkyWater Technology, Inc.
|
Semiconductors & Semiconductor Equipment |
Semiconductor Manufacturing |
Bull
|
NASDAQ |
defense electronics, Domestic Supply Chain, foundry services, Quantum Chips, Radiation Hardened, Semiconductor manufacturing, Superconducting Chips, Trusted Foundry |
View Pitch |
|
Feb 4, 2026 |
Twitter / X |
@SJCapitalInvest |
SkyWater Technology, Inc.
|
Semiconductors & Semiconductor Equipment |
Semiconductors |
Bull
|
NASDAQ |
ATS, CEO, Defense, Execution, Fab25, Foundry, Integration, Margins, semiconductors, TaaS, Texas, TrustedFoundry |
View Pitch |
|
Feb 4, 2026 |
Twitter / X |
@JaguarAnalytics |
SkyWater Technology, Inc.
|
Semiconductors & Semiconductor Equipment |
Semiconductors |
Bull
|
NASDAQ |
ATS, CarbonNanotubes, ChipStacking, DARPA, Foundry, hyperscalers, MemoryWall, Minnesota, Monolithic3D, Options, RRAM, semiconductors |
View Pitch |
|
Feb 4, 2026 |
Twitter / X |
@SJCapitalInvest |
SkyWater Technology, Inc.
|
Semiconductors & Semiconductor Equipment |
Semiconductor Foundries |
Bull
|
NASDAQ |
CustomSilicon, DefenseElectronics, QuantumComputing, RadiationHardened, Reshoring, SemiconductorFoundry, SpaceSystems, SuperconductingChips, TrustedFoundry |
View Pitch |
|
Feb 4, 2026 |
Twitter / X |
@SJCapitalInvest |
SkyWater Technology, Inc.
|
Semiconductors & Semiconductor Equipment |
Semiconductors |
Bull
|
NASDAQ |
defense electronics, Domestic Manufacturing, Fab Capacity, national security, Quantum Computing, Radiation Hardened, Reshoring, semiconductors, Space Hardware, Trusted Foundry |
View Pitch |
|
Feb 4, 2026 |
Twitter / X |
@YeahDrDave |
SkyWater Technology, Inc.
|
Semiconductors & Semiconductor Equipment |
Semiconductor Foundries |
Bear
|
NASDAQ |
Advanced Packaging, ASICs, defense electronics, Foundry, government contracts, Lithography, Quantum Computing, Rad Hard, semiconductors, Trusted Foundry |
View Pitch |
|
Feb 4, 2026 |
Twitter / X |
@YeahDrDave |
SkyWater Technology, Inc.
|
Semiconductors & Semiconductor Equipment |
|
Bear
|
NASDAQ |
CapEx, Chips, Defense, Dilution, Fab25, Foundry, Government, Integration, LegacyNodes, Margins, Pricingpower, semiconductors |
View Pitch |
|
Feb 4, 2026 |
Twitter / X |
@SJCapitalInvest |
SkyWater Technology, Inc.
|
Semiconductors & Semiconductor Equipment |
Semiconductors |
Bull
|
NASDAQ |
Accretion, automotive, Chips, Defense, Foundry, Quantum, RadHard, Reshoring, semiconductors, Space, Superconducting, wafer |
View Pitch |