FTC.L
holds · 4% allocation
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Price targets
How each level moved over time. The last value is his current one.
Trades
What he actually did, newest first
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31 Jul 26
added two days ago
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31 Jul 26
looking to add more, planned
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31 Jul 26
looking to add more, planned
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21 Jul 26
Within 10% of price target; would add a lot more.
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21 Jul 26
Within 10% of price target; would add a lot more.
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21 Jul 26
Within 10% of price target; would add a lot more.
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07 Jul 26
WOLF reached his buying target so he added a bit more
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01 Jul 26
no trades executed this month; allocation shifts are purely from price action
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13 Jun 26
wants to add to his Filtronic position, hoping it dips a bit lower first
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04 Jun 26
Plans to add aggressively if price drops below 200
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31 May 26
Bought some Wolfspeed in the beginning of the month.
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31 May 26
Bought some Fluence in the beginning of the month.
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31 May 26
Sold his TMDX shares.
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31 May 26
Sold ASML shares (+13% in 3 months) to fund a SK Hynix purchase.
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31 May 26
Bought SK Hynix using proceeds from selling ASML; wishes he had bought more three months ago (+114% since).
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26 May 26
09/03 call
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26 May 26
10/03 call
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26 May 26
11/03 call
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26 May 26
11/03 call
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26 May 26
31/03 call
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26 May 26
31/03 call
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26 May 26
31/03 call
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26 May 26
20/04 call
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26 May 26
27/04, closed the position
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26 May 26
05/05 call
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26 May 26
07/05 call
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19 May 26
Bought more exposure to the space theme via Filtronic.
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16 May 26
Bought Filtronic a couple of weeks before this post
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14 May 26
bought last month
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10 May 26
Among most recent buys
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10 May 26
Among most recent buys
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10 May 26
Among most recent buys
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10 May 26
Missed the earlier entry opportunity and has decided not to buy in now given the ~$4B market cap
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10 May 26
No further detail given.
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10 May 26
No further detail given.
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10 May 26
Among his latest additions
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10 May 26
Among his latest additions
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09 May 26
Bought Filtronic, expects it to massively benefit from the theme being discussed
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08 May 26
Buy at 487 on 09/03
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08 May 26
Buy at 20 on 10/03
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08 May 26
Buy at 88.66 on 11/03
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08 May 26
Buy at 6.52 on 11/03
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08 May 26
Buy at 4.9 on 31/03
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08 May 26
Buy at 16.7 on 31/03
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08 May 26
Buy at 18.7 on 31/03
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08 May 26
Buy at 230 on 20/04
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08 May 26
Sold at 8 on 27/04
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08 May 26
Buy at 36 on 05/05
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08 May 26
Buy at 16.67 on 07/05
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05 May 26
initiated new position in Wolfspeed
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01 May 26
sold this month to raise cash
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01 May 26
sold this month to raise cash
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01 May 26
sold this month to raise cash
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01 May 26
only buy made this month
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01 May 26
wants to add more to bring FTC up from 4.5% allocation, waiting for a better moment to buy
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24 Apr 26
Started a position last Friday
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24 Apr 26
Bought a small 2-3% allocation of Sivers Semiconductors at SEK 11 on 19 March after seeing a hyped tweet, without doing his own research.
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24 Apr 26
Panic-sold the SIVE position at SEK 8.14 on 20 March, about a day after buying, following a bad day at work.
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20 Apr 26
Initiated a new position in Filtronic last Friday.
Reasoning trail
Every post mentioning FTC.L, newest first — the thesis as it was built and revised
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04 Aug 26
Previews SpaceX's first public-company earnings report, explains he is not a shareholder but holds Filtronic, Planet Labs, and Rocket Lab which are impacted by SpaceX; lists what he'll watch: AI infrastructure capex, Space Force contract execution, Starlink enterprise penetration, and Starship progress.
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04 Aug 26
Notes Filtronic is down 8% on missed earnings; says he can't do deeper research until the full report is out and will share thoughts later.
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31 Jul 26
Clarifies he is not selling; says he added $BE two days ago and is looking to add more to Filtronic and Planet Labs.
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21 Jul 26
Says $PL, $RKLB, and Filtronic are within 10% of his price targets and he'd add a lot more to his space holdings; bullish long-term thesis on the space economy (TAM growing from $626B to $1.8T by 2035). Bullish on $RKLB (launch services growth), calls $PL his safest pick given its FCF and ties to $NVDA/$GOOGL, and Filtronic his 'bottleneck' pick on space comms tech validated with $SPCX. Likes $ASTS's potential but flags its cash burn as a risk, and is evaluating a new undisclosed micro-cap.
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07 Jul 26
After being offline during a move, says he's calm in this market; WOLF hit his buying target so he added a bit more at $34.3, and restates his full watchlist of buy/add targets across many tickers.
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01 Jul 26
Recommending Wolf and Filtronic as high risk/high reward picks, and reaffirming his fondness for Planet.
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01 Jul 26
Monthly portfolio update: MTD -3.7%, YTD +94.1%, no trades this month, allocation shifts purely from price action across 14 positions including Planet Labs, Ouster, Rocket Lab, Marvell, SK Hynix, ASM International, Palantir, Fluence, Hims, Google, Iren, Wolfspeed, Amprius and Filtronic.
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29 Jun 26
Points the asker to his other reply for his answer on Filtronic.
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29 Jun 26
Has not entered Filtronic yet; has a buy limit order at £2 which was nearly hit today, and worries he'll regret not buying.
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27 Jun 26
Confirms he entered Filtronic at £2.
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26 Jun 26
Says he'll add to Filtronic below £200 (pence), noting the price is almost there.
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24 Jun 26
Author reports Filtronic announced a secondary development contract with the same unnamed US space customer from its March £8m deal, this time for a high-frequency satellite payload module; speculates (unconfirmed) the customer could be Blue Origin or ASTS, drawing a parallel to its earlier SPCX relationship.
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20 Jun 26
Argues Filtronic's absence from widely-shared 'every supplier' lists is a sign the stock will re-rate significantly higher once the market catches on.
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20 Jun 26
Points out that Filtronic is missing from a public list of SpaceX/Elon-company suppliers despite being a direct supplier of Starlink E-band amplifiers.
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13 Jun 26
States his average cost for Filtronic is 230, adding that he didn't load enough.
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13 Jun 26
Notes Filtronic was positive with a late dump; wants to add to his position but hopes for a lower price Monday.
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13 Jun 26
Replies to a new Filtronic investor saying he hopes for another big dip.
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11 Jun 26
Says he hasn't found a new stock convincing enough to buy; would rather add to existing positions, and hopes Filtronic dips further around tomorrow's IPO before he adds.
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09 Jun 26
Downplays being 'first' to cover Filtronic, saying what matters is that his followers get accurate information.
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09 Jun 26
Clarifies a misunderstanding about space compute connectivity, explaining the hybrid E/V-band and laser solution used for satellite links, relevant to Filtronic's business.
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09 Jun 26
Shares and endorses a write-up on Filtronic, recommending followers read it for more on the company.
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09 Jun 26
Clarifies that Filtronic benefits from Starlink specifically, not from SpaceX's broader space compute efforts.
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09 Jun 26
Wishes a fellow analyst luck on their first day of placement and asks what they plan to update in their Filtronic thesis report.
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08 Jun 26
Explains that SpaceX holds a 15% warrant option in Filtronic, giving it a future stake and priority access to the production line without paying goodwill to shareholders now — framed as a structural advantage for Filtronic as SpaceX's stock appreciates.
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08 Jun 26
Explains that Filtronic's primary listing is in the UK and that he personally holds the British-listed shares, while the stock is also accessible in the US via OTC.
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08 Jun 26
Celebrates Filtronic's 44% rebound after bears called it overvalued, calling it possibly his biggest winner, tied to the space communications theme with SpaceX-funded research.
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06 Jun 26
Names Filtronic as his green ticker for the day in response to a question about who has a green ticker.
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05 Jun 26
Confirms Filtronic was his only green position on a red day for his watchlist, sharing a Stocks app screenshot.
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04 Jun 26
Addresses questions about adding to his Filtronic position: his stance is unchanged and he hasn't added yet, but will add aggressively if the price drops below 200.
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02 Jun 26
Discloses that PL, RKLB, and Filtronic together make up around 30% of his portfolio's allocation to space companies, and says he's had to consider scenarios around the SpaceX IPO's impact, elaborated in a linked article.
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31 May 26
Monthly portfolio update: MTD +40.4%, YTD +97.8%. Bought WOLF and FLNC early in the month, sold TMDX, and sold ASML to fund a SK Hynix purchase (wishes he'd bought more three months ago). Cash allocation ~11.6% and building slightly via savings, not sales. Reviews all 14 core holdings with performance, allocation and outlook: PL (target $60 by year end, earnings 4/6), RKLB (surged on strong earnings), OUST (long-term hold, no longer buy territory), PLTR (favorite AI software play, #1 holding), SK Hynix (regrets not buying more), AMPX (bullish long-term on batteries/drones), IREN (highest-cost holding, datacenter thesis), MRVL (photonics center, healthy balance sheet), ASM.AS (longest-held, safe-haven, €1,000 target where he may trim), Filtronic (SpaceX GaN amp supplier), WOLF (bullish long-term, BoA target >$80), FLNC (Hyperscaler contracts, next quarters crucial), GOOGL (could become most valuable company), HIMS (small 3.7% allocation, may add).
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26 May 26
Recaps a public call track record over ~2.5 months on a hypothetical $1K-per-call basis: buys in SK Hynix, OUST, MRVL, POET (twice), HIMS, Filtronic, WOLF, FLNC, and a sale of POET at 8; reports total invested 10K growing to 18.77K, an 87.70% return.
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26 May 26
Discloses he owns $PL, $RKLB, and Filtronic as his space stock picks.
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26 May 26
Author is pleased to be included in a list of top stock pickers, noting his average call return of 87% and that his mix of holdings, including $PL and Filtronic, is unique compared to others.
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21 May 26
Author says Filtronic's research agreement with a US space supplier isn't confirmed yet, and the most-discussed candidates are Blue Origin, ASTS, and Amazon Leo.
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21 May 26
Author says the two most-mentioned names for Filtronic's unnamed US partner are Amazon or ASTS, but calls it speculation, possibly a European company instead.
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21 May 26
Author agrees Filtronic's story is now about the technology rather than valuation, and says he remains happy with the stock.
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21 May 26
Author thanks the responder for info that an early backer (Richard Staveley/Rockwood Capital) has been calling the stock too expensive since late 2025 and repeated that view on a podcast.
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21 May 26
Author analyzes the Filtronic drop, concluding SpaceX's CapEx report — a big shift of spend toward xAI (60%, $13B of $20B) and a 39% YoY drop in Starlink CapEx — is the likely (though uncertain) cause, but doesn't see it as a major concern since Filtronic doesn't need billions and SpaceX is still funding the V-band Amp R&D.
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20 May 26
Author confirms Filtronic has a 10% warrant agreement with SpaceX, suggesting partial/eventual acquisition is plausible.
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20 May 26
Author highlights Starlink's rapid growth still relying on a $1B market-cap company for E-band amps, and says if the SpaceX/Filtronic V-band Amp research agreement succeeds, he expects Filtronic to go parabolic.
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19 May 26
Author points to two articles he wrote (one on Filtronic as a company, one on the underlying tech, pinned to his profile) as his thesis explanation.
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19 May 26
Author says he researched Redwire but wasn't convinced enough to add space exposure through it over his existing Rocket Lab and Planet Labs holdings, whereas Filtronic did convince him to buy more space exposure.
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19 May 26
Asked which space stock is most likely to 10x after the SpaceX IPO, author answers Filtronic.
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19 May 26
Author agrees every Filtronic dip gets bought up quickly.
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19 May 26
Author notes Filtronic hit a new all-time high, up another 10% and nearly 100% return within his first month of buying; expects the bullish space trend to continue into the SpaceX IPO, citing Rocket Lab's strong earnings with Planet Labs still to report.
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18 May 26
Highlights potential upside for his space stocks watchlist (PL, RKLB, FTC.L) if the broader market has a green day.
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16 May 26
Responds to a concern about STM being a double-edged sword by noting Filtronic faces the same risk, but that STM's existing Tesla contracts and the Elon connection reduce that risk for STM.
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16 May 26
Says not all the growth is priced in for the basket of SpaceX-supplier stocks; Filtronic still looks interesting, and he's watching the group for dips.
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16 May 26
Confirms he invested in Filtronic a couple of weeks ago and, despite the stock already running hard ahead of the SpaceX IPO, thinks there's more room to run given SpaceX's continued scaling.
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16 May 26
Digging deeper into STM, noting it already had a strong run; explains SpaceX is the sole manufacturer/reliant party for the component in question and that if SpaceX drops Filtronic it would likely bring the component in-house rather than use a competitor.
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16 May 26
Shares his own article about communication technologies in space, calling Filtronic central to this revolution.
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16 May 26
Confirms the Stuttgart-listed ticker for Filtronic is correct and suggests the London listing should also be purchasable via Interactive Brokers/Investors; attaches a broker screenshot of Filtronic's various exchange listings.
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16 May 26
First pick in a thread naming 5 companies set to benefit from the SpaceX IPO: Filtronic, whose GaN E-band components for Starlink are deeply contracted with SpaceX, with a research collaboration on V/Ka/Q-band amps and a potential SpaceX right to acquire a 10-15% stake in Filtronic.
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16 May 26
Names Filtronic as his pick for a stock on his watchlist that could still 10x from current levels.
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15 May 26
Bullish on Filtronic's strong relative performance; sees them central to SpaceX's E-band amp supply chain with AMZN or ASTS as the likely other research partner, and views the $1B market cap as undervalued given potential V-band expansion.
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15 May 26
Argues against the narrative that concentration is required to beat the market, citing his own track record of holding 12-17 stocks (avg 15) while beating the S&P 500 every year since 2023, with a portfolio breakdown showing Planet Labs, Rocket Lab, Palantir, Ouster and others as top holdings.
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15 May 26
Identifies the company being asked about as a supplier to Filtronic.
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14 May 26
Says he bought Filtronic last month.
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14 May 26
Names RKLB, WOLF, SK Hynix and Filtronic as the stocks in his portfolio that were up the most last month.
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11 May 26
Details a bullish thesis on CML Microsystems (CML.L), a Filtronic partner pivoting from legacy radio chips to GaN/GaAs mmWave components for aerospace, defense, and satellite markets, citing a recent 12-year, $30M contract win; says he wants to dig deeper.
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10 May 26
Explains his reasoning for Filtronic: builds GaN E-band amps for SpaceX and is in discussions to work on V-Band technology together.
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10 May 26
Names his most recent buys as Fluence, Wolfspeed, and Filtronic.
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10 May 26
Declines to give financial advice but says if forced to pick one multi-bagger candidate it would be Filtronic, while flagging the risk it could go to zero if SpaceX pulls out.
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10 May 26
Jokingly answers that the best entry point today is whichever stock he has the least gains on, without naming a specific pick between FLNC and Filtronic.
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10 May 26
Confirms space is his largest theme; RKLB and PL are now his top holdings by value due to growth (not original cost basis); Filtronic was an opportunity he couldn't pass up. Explains AMPX is the clear leader in drone battery tech, addressing every drone's need, and prefers it over Ondas, which he says has cleaner tech but faces Anduril competition that shrinks its TAM; he missed the Ondas entry and won't chase it at its current ~$4B market cap.
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10 May 26
Explains what Filtronic and AMPX do: Filtronic makes GaN E-band comms tech for space with SpaceX as its main customer; AMPX makes drone batteries; clarifies neither is really an AI play.
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10 May 26
He states the latest stocks he added were Filtronic (FTC) and $WOLF.
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10 May 26
States his latest additions were Filtronic and Wolfspeed.
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10 May 26
Full monthly portfolio update: 15% cash plus 14 named positions with allocation percentages and average cost basis / gain per position, from $PL as largest (16%) down to $HIMS smallest (4.7%, currently at a loss).
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09 May 26
Says he has bought Filtronic, expecting it to massively benefit from the topic being discussed.
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09 May 26
Not in a position to give financial advice, but personally thinks Fluence still has room to run, and calls Filtronic another new favourite of his.
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08 May 26
Confirms he is still holding FTC.L (Filtronic) but has exited POET.
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08 May 26
Recaps a hypothetical $1K-per-decision portfolio of his last 2 months of calls, showing a 53.85% total return across SK Hynix, OUST, MRVL, POET (bought twice, sold), HIMS, Filtronic, WOLF, and FLNC.
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08 May 26
Credits some luck for his recent successful stock flags (FTC, WOLF, FLNC).
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07 May 26
Confirms he's up big on Filtronic, has almost doubled his money on the position.
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05 May 26
Author is (jokingly) disappointed Filtronic 'only' rose 22% in London trading, noting thin volumes on OTC/secondary listings.
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05 May 26
Initiated a new position in Wolfspeed at $36, thesis built on 300mm SiC wafer development for datacenter and space markets, its link to Filtronic/MACOM's GaN-on-SiC supply chain, and a currently depressed valuation (~$1.7B mkt cap, ~$2.6B EV) despite innovator status; flags bankruptcy history, negative FCF, EV-market dependency, and same-night earnings as key risks.
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04 May 26
Highlights that Filtronic gapped up 100% in Europe today, crediting himself for being the first to cover the company and its monopoly position in a critical space-economy bottleneck.
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03 May 26
Notes that not all brokers support OTC trading, which limits some investors' ability to buy Filtronic's US OTC listing, in response to a follower pointing out the US ticker.
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02 May 26
Thinks the OTC price for $FLTCF already reacted on Friday and is unsure if it moves further once the US OTC market reopens Monday.
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02 May 26
Agrees $FTC is mission critical for SpaceX and other space stocks, and says it's just the beginning.
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02 May 26
Explains $FTC (Filtronic) jumped +30% after the FCC voted to increase satellite broadband capacity 7x, expects a Monday gap-up, details Filtronic's role supplying E-band transceivers/amplifiers for Starlink-class networks, and reiterates the stock is still massively undervalued.
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01 May 26
Technical reply explaining why RF-SOI phased arrays are impractical for high-capacity E-/V-band feeder links versus GaN, noting Filtronic and SpaceX are finalizing V-band technology using GaN amplifiers.
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01 May 26
Technical explanation of why RF-SOI arrays would be too power-inefficient and heat-generating for E-/V-band satellite links, arguing Filtronic's GaN-on-SiC approach is more efficient for dissipating heat in space.
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01 May 26
Answers a follower's question about how to buy Filtronic from the US, pointing to the OTC ticker.
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01 May 26
Detailed technical explanation of how phased arrays and point-to-point links are being combined in next-gen satellite systems, citing Filtronic's proven E-band GaN amps (up to 50W) with SpaceX and their collaboration to expand into V-band (up to 100W) and Ku-band.
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01 May 26
Discloses his entry/cost-basis prices for two recent positions: Filtronic at 230p (£2.30) and SK Hynix at €487, the latter bought via the Frankfurt OTC listing.
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01 May 26
Publishes management-quality scores for his full current holding list under his rating framework: GOOGL 97, FTC 96, SK Hynix 93, ASM.AS 92, OUST 90, PL 89, MRVL 88, PLTR 87, TMDX 87, HIMS 85, RKLB 79, AMPX 75, FLNC 73, IREN 35 — generally praising execution and capital discipline, with dilution and guidance misses as the main detractors, and IREN scored lowest for promotional narrative pivots and heavy dilution.
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01 May 26
Monthly portfolio update: best month ever at +48.49% return. Raised cash by selling POET, HOOD and CROWD; only buy was FTC (Filtronic). Wants to add to FTC (currently 4.5% allocation) but is waiting for a better entry. 45% of holdings report earnings next week, especially TMDX and FLNC, his worst performers now under 3% allocation each — earnings will decide whether he trims or adds. Plans to move toward a more concentrated ~12-stock portfolio and expects more trading this month.
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30 Apr 26
Doubts a follower's claim of seeing a 1.7 low print on Filtronic (FTC), suggesting it was a broker data error since he doesn't see it on the charts.
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30 Apr 26
Confirms he holds Filtronic (FTC) to benefit from the next major capex wave in GaN semiconductors.
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29 Apr 26
States Filtronic holds a monopoly in E-band GaN amplifiers and is now working with SpaceX to expand into V-band and Ka-band GaN amplifiers, though that research isn't finished.
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29 Apr 26
Bullish thesis on Filtronic as the best pure-play space stock, tied to Musk's new pay package mandating 100TW space-based data centers, which requires the ultra-low-latency, high-bandwidth hardware Filtronic supplies via its SpaceX research collaboration. Discloses he holds a position.
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28 Apr 26
Congratulates the parent author on an early Filtronic entry and says he doesn't see much discussion of Filtronic on the platform, reiterating his belief it's a great long-term opportunity.
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28 Apr 26
Mentions he's thinking about putting more into Filtronic but would like it to land around 200 first; otherwise happy sitting in cash right now.
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28 Apr 26
Explains why Filtronic's post-selloff weakness (driven by ~75% revenue concentration in SpaceX) is different from POET's situation: SpaceX calls Filtronic a reliable strategic partner, Filtronic is cash-flow and EBITDA positive with SpaceX funding its R&D, and management scores 96/100 on his self-built framework versus 19/100 for POET. Says he's ready to make Filtronic his second-highest holding if the price is pushed below 200.
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26 Apr 26
Notes Filtronic is up 63% in response to a post listing YTD returns of various space stocks.
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25 Apr 26
Replies with a corrected Filtronic (FTC.L) chart, implying the other user cited the wrong FTC ticker.
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25 Apr 26
Calls Filtronic (FTC) an under-the-radar space pick in response to a bullish thesis on the stock.
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25 Apr 26
Agrees Filtronic (FTC) is interesting and asks whether the other user has done research on it too.
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25 Apr 26
Breaks down the Tema Space ETF's (NASA) holdings by market cap and weighting, teasing a deeper analysis of why small-cap Filtronic gets outsized exposure.
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25 Apr 26
Clarifies ticker confusion — FTC refers to Filtronic — and shares a 3-month price chart.
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25 Apr 26
Clarifies that when he references FTC he means Filtronic, unrelated to the post being replied to.
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25 Apr 26
Weekend research watchlist of companies he plans to look into, with a link to his research method.
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24 Apr 26
Bullish thesis writeup on Filtronic (FTC.L): started a position last Friday already up 30%, sees it as a near-monopoly chokepoint supplier for SpaceX Starlink ground infrastructure, with SpaceX subsidizing R&D via a warrant for up to a 15% stake, and a large TAM expansion opportunity if V-band GaN SSPAs succeed.
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24 Apr 26
Confessional story: bought $SIVE at SEK 11 on 19 March after seeing a hyped tweet without doing his own research, then panic-sold at SEK 8.14 the next day after a bad day at work, missing the subsequent rebound. Uses it to restate his research-first, disciplined-sizing philosophy and explain why he covers newer names like $PL, $INV, Filtronic and $AMPX rather than repeating deep-dives on already-popular stocks.
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23 Apr 26
Bullish thesis on Filtronic ($FTC.L), up 26% this week, as an under-appreciated strategic component supplier to SpaceX given SpaceX's mostly in-house manufacturing.
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22 Apr 26
States his newest position is Filtronic PLC.
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21 Apr 26
Confirms management has been vocal about V-band progress, stating chipset development for V-band (alongside E-band and W-band) GaN products is on track for a first-half-2026 launch.
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21 Apr 26
Lays out the bull case for Filtronic: SpaceX and Amazon are securing FCC approval for V-band satellites, but only a few suppliers can make expensive, low-volume V-band GaN amplifiers; SpaceX is funding Filtronic to mass-produce affordable modules, and Filtronic also runs a separate R&D project speculated to be with Amazon. Its RF-packaging and thermal-management expertise could let it capture a near-monopoly in the emerging V-band market.
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20 Apr 26
Confirms FLTCF is the US OTC domestic proxy for Filtronic's UK primary listing and will track the same trajectory.
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20 Apr 26
Notes Robinhood appears to be one of the only platforms that can't trade Filtronic, unlike most other brokers.
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20 Apr 26
Tells a US-based follower about the FLTCF OTC ticker, preferring the primary UK listing if accessible.
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20 Apr 26
Confirms Filtronic's primary listing is in London under FTC.L.
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20 Apr 26
Announces a new position in Filtronic, calling it an under-the-radar critical chokepoint for SpaceX's Starlink with a commercial monopoly in E-band GaN SSPAs and asymmetric upside via SpaceX-funded V-band R&D.
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17 Apr 26
Highlights the new NASA space ETF from Tema, noting its 10% SpaceX exposure and top holdings ASTS, RKLB, PL. Flags Filtronic (FTC) as the most interesting name given its 4.7% weight and $500m market cap, describing its RF/microwave business, and says he'll research it further.