Kyle Adams @KyleAdamsStocks

30 | Investing to $1,000,000 in my taxable brokerage | Crazy enough to jump out of planes for fun | not financial advice substack.com/@kyleadamsstoc… Joined January 2019

Tweets

18K
Followers

16K
Following

1K
Likes

54K

Kyle Adams @KyleAdamsStocks

2 weeks ago

@akpips_ Hotel actually!

1 0 1 64 0

View Details

Kyle Adams @KyleAdamsStocks

2 weeks ago

Good Morning New York.

9 4 42 2K 3

View Details

Kyle Adams @KyleAdamsStocks

2 weeks ago

@wayojason Yes sir let’s have the best day

0 0 0 56 0

View Details

Kyle Adams @KyleAdamsStocks

2 weeks ago

@conorfkenny Morning Conor

0 0 0 55 0

View Details

Kyle Adams @KyleAdamsStocks

2 weeks ago

@TracyJA Hey Tracy hope you have been doing well

0 0 1 44 0

View Details

Kyle Adams @KyleAdamsStocks

2 weeks ago

@CaffeineCraig Hey Craig!!

1 0 1 52 0

View Details

Kyle Adams @KyleAdamsStocks

2 weeks ago

@NickCortellucci Noooooo :(

0 0 1 86 0

View Details

Kyle Adams @KyleAdamsStocks

2 weeks ago

@TheBigBerbowski Thank you 😎

0 0 1 61 0

View Details

Nicholas Cortellucci, CFA @NickCortellucci

2 weeks ago

$PPIH opening new manufacturing facility in Ohio.

1 6 26 3K 8

View Details

Kyle Adams @KyleAdamsStocks

2 weeks ago

@NickCortellucci Very nice!

0 0 1 234 0

View Details

Kyle Adams @KyleAdamsStocks

a month ago

@kgtotheh I’ve trimmed some for sure!

0 0 1 145 0

View Details

Kyle Adams @KyleAdamsStocks

a month ago

Now way over 100% up on $SILC. Very bullish earnings / call. The company is in an inflection point for the next few years and trending towards beating their upper guidance on design wins.

Kyle Adams @KyleAdamsStocks

a month ago

About 100% up on my $SILC position. Lot of design wins, and we are entering a period of growth, so expect momentum to continue. Not as much of a no brainer around $30, but still holding my shares.

1 2 22 14K 10

6 4 23 7K 9

View Details

Kyle Adams @KyleAdamsStocks

a month ago

About 100% up on my $SILC position. Lot of design wins, and we are entering a period of growth, so expect momentum to continue. Not as much of a no brainer around $30, but still holding my shares.

$SILC Not a name I talk about a lot, but quietly winning a lot of design wins to set them up for growth again. This company / stock has been a loser for many years, but I believe it is waking up, and about to enter a cycle of growth. Yesterday, they announced a customer is

1 0 13 11K 4

1 2 22 14K 10

View Details

ToffCap @ToffCap

2 months ago

Feels we might be in for some interesting times at Radcom $RDCM. Activists popping up left and right. Lynrock Lake is at ~20% and has been pushing for a strategic review (clearly a sale). Value Base (5.4%) looking to clean up the board. Good growth (leaning into AI/5G tailwinds), 75%+ gross margins, plenty of operating leverage, ramping cash flow, ~60% of market cap in net cash, ~10x forward PE. Relatively high customer concentration though, and pretty lumpy business.

3 6 46 23K 38

View Details

Kyle Adams @KyleAdamsStocks

a month ago

@TheBigBerbowski I’m proud :)

1 0 5 135 0

View Details

TheBigBerbowski @TheBigBerbowski

a month ago

$PPIH Boring by Design, Interesting by Numbers It's my most ambitious write up. I hope you like it. Likes, retweets, feedback are appreciated. Thank you for your endless support. 🫶