Stock picker hunting nano, micro & small caps under $100M. Peter Lynch disciple. @MicroCapClub member.
Detroit, MI
Joined October 2009
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Sean Marconi | MicroCap Marconi retweeted
The longer I invest the more I realize you get 1-2 great opportunities every few years. The rest of the time is spent wondering if you will ever get another great opportunity again and convincing yourself to own mediocre opportunities while you wait. Mediocrity is the price you pay for impatience.
microcapclub.com/active-pati…
I found $IREN in July 2025 doing a keyword search through SEC filings for AI infrastructure. I wanted a strong long-term bet on this. The past 12 months have been brutal and very humbling, but I do believe this company is positioned so well for the future, it's quite astonishing. I continue to be a long-term holder.
$IREN just released its Q1 FY27 earnings deck (November 5). This was one of the best quarterly earnings calls I've heard the company do since I've been a shareholder.
AI Cloud revenue hit $200 million last quarter, up 182% quarter over quarter, at an 86% gross margin. Operating ARR doubled to $1 billion. The revenue backlog is $20 billion.
That backlog is anchored by $MSFT at $9.6 billion and $NVDA at $3.4 billion. Two-thirds sits with investment-grade counterparties. NVIDIA is a strategic partner; Microsoft is the largest customer.
They're targeting more than $4 billion of operating ARR by January 2027, updated from year-end 2026.
Full deck: iren.com/investors/presentat…
Keep up the hard work! It will pay off.
@IREN_Ltd @danroberts0101
$CNK's Q3 revenue was $1.06 billion, up 23.5%, its best-ever third quarter. Attendance was 63.7 million, versus 54.2 million a year ago. Diluted EPS was $1.04, versus $0.40.
Motion-seat revenue hit a quarterly record, up 62%, and made up 7% of global box office.
$IWC got hit hard yesterday, down about 5.4%.
Microcaps will do that to you.
Days like this are when I go back to the names I've already done the work on, not when I start chasing something new.
Sean Marconi | MicroCap Marconi retweeted
No company inspires me more than @SpaceX.
Sean Marconi | MicroCap Marconi retweeted
Some of the things I say are speculative or aspirational and some are not.
What is not speculative is that the V3 satellites that will be launched on Starship are an order of magnitude more capable than the V2 satellites currently launched on Falcon.
Or that an order of magnitude more V3 and beyond Starlink satellites, plus V2 and beyond direct-to-cell satellites, will be launched.
That means >100X the bandwidth of the Starlink V2 system, which will reach $20B ARR this year. Even if revenue per gigabit drops by 10X, that still means SpaceX communications revenue will exceed $200B/year!
Sean Marconi | MicroCap Marconi retweeted
Can't remember if we've ever gotten this view before, but damn is it cool.
Sean Marconi | MicroCap Marconi retweeted
🚨The Minnesota fraud empire is falling:
Yesterday 15 fraudsters were charged and $90 million was busted. The MSM tried to cover for the fraudsters. @GovTimWalz called it "white supremacy" to expose it and @IlhanMN is completely SILENT.
Independent journalism defeated an entire fraud network upheld by billions of dollars with support from corrupt politicians who allowed this fraud and the MSM who failed to report it.
Major win for America and hardworking law-abiding taxpaying citizens. This is just the beginning.
Arrest them all.
$DBOXF - Great to see this NCIB. We will see how many shares they end up buying back.
$DBO.TO D-BOX Technologies Announces Normal Course Issuer Bid ca.finance.yahoo.com/news/d-…
Sean Marconi | MicroCap Marconi retweeted
🚨INTERVIEW SPECIAL!: Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
(0:00) Intro live from Nvidia GTC
(0:37) CoreWeave CEO, Michael Intrator
(32:58) Perplexity CEO, Aravind Srinivas
(1:07:11) Mistral CEO, Arthur Mensch
(1:18:57) IREN CEO, Daniel Roberts
--------------------------------------
Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.
It all happens at the NYSE - nyse.com
Sean Marconi | MicroCap Marconi retweeted
In this @MicroCapClub Business Breakdown, @SeanMarconi, @Stocks_Stones , and I sit down with D-BOX Technologies $DBO.TO / $DBOXF CEO Naveen Prasad. The company was originally profiled by "Akin Akinnawo" on December 29, 2015, at $0.36 CAD per share.
This discussion took place live on February 13th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - microcapclub.com/join-now/
In this conversation, Naveen Prasad, CEO of D-BOX Technologies, discusses the evolution and strategic focus of the company, emphasizing the role of haptic technology in enhancing the theatrical experience. He outlines the company's revenue model, market opportunities, and financial performance, while also addressing the contributions of sim racing and training. The discussion includes insights into future technology developments, the sales process evolution, and global market expansion. Audience questions provide further clarity on D-BOX's positioning and growth strategy.
Chapters
00:00 Introduction to DBOX Technologies and Leadership
03:37 Understanding Haptic Technology and Its Applications
07:22 DBOX's Evolution and Strategic Focus
11:19 Revenue Model and Market Opportunities
16:36 Theatrical Industry Growth and Partnerships
18:57 Financial Performance and Revenue Mix
21:18 Sim Racing and Training Contributions
23:06 Future Directions and R&D Focus
23:46 Audience Q&A and Market Penetration Strategies
33:43 Introduction to D-Box's Unique Offerings
34:03 Market Penetration and Global Presence
36:22 The Value Proposition for Theater Chains
38:11 Scalability and Installation Challenges
39:36 Investment and ROI Considerations for Theaters
41:03 Exploring Alternative Business Models
42:36 Strategic Market Penetration in Urban Areas
43:35 Growth Potential with Existing Partners
44:04 Focus on Training and Simulation Segments
45:02 R&D Focus and Financial Strategies
45:42 Shareholder Engagement and Communication
50:38 Future Directions and Closing Remarks
In this Business Breakdown, @Valuehunte @Stocks_Stones @SeanMarconi sit down with D-BOX Technologies $DBO.TO CEO Naveen Prasad.
microcapclub.com/d-box-techn…
This is absolutely insane… I just verified and it does in fact go directly to the office of Tim Walz!! Wow
This quoted post is unavailable.
Sean Marconi | MicroCap Marconi retweeted
Today, December 21, 2025, marks the 10 year anniversary of SpaceX’s historic achievement - the first successful landing of an orbital class Falcon 9 booster!
On December 21, 2015 during the ORBCOMM-2 mission, the Falcon 9 launched 11 satellites into orbit and then, for the first time in history, its first stage returned and landed upright on solid ground at Cape Canaveral.
This National Geographic clip shows the raw emotion of Elon Musk and the team on the edge of their seats, then exploding with joy as Elon runs in yelling “It’s standing up!”
This moment revolutionized spaceflight forever, paving the way for reusable rockets and dramatically lowering costs.
10 years later, SpaceX has landed Falcon 576 times.
FALCON FAMILY LAUNCHES
• 2015 1
• 2016: 8
• 2017: 18
• 2018: 21
• 2019: 13
• 2020: 26
• 2021: 31
• 2022: 61
• 2023: 96
• 2024: 134
• 2025: 167 launches (cumulative: 576)
On to the next decade, LFG SpaceX!
