Impinj

The Fintwit ban on P/L screenshots is hereby lifted :)

$SPY $Alphabet(GOOGL.US) $Forum Energy Tech(FET.US) $QQQ $Porch(PRCH.US) $Corning(GLW.US) $Sandisk(SNDK.US) $Impinj(PI.US)

$RPI does look sort of cheap for GAAP forward projections.

- 2026 Forward P/E: $5.29 / $0.256 =

20.6x

- 2027 Forward P/E: $5.29 / $0.400 =

13.2x

- 2028 Forward P/E: $5.29 / $0.553 =

9.5x

Off personal projections. Especially when you’re growing 58% Y/Y (expect this to beat again due to OpenClaw buying):

There’s not really much of a premium when it trades at 2x fwd/sales. Especially when theres new TAM expansion opportunities in the AI agentic hardware space.

The downside risk is, OpenClaw is just a short term trend. But Jensen did validate it as the next major trend at GTC.

If it is structural demand and Raspberry Pi is the $NVIDIA(NVDA.US) for consumer agentic hardware… could be a great opportunity at ~$1B MC.

Source: Serenity

Looking for a Politician who's been sneaky good this year?

Look no further than Marjorie Taylor Greene

She the only politician who bought IMPINJ $Impinj(PI.US)

Since her buy on 4/3/25, she's +161%

Breaking 🚨: Marjorie Taylor Greene "buying the dip" is working

Back on 4/3, she bought shares of a small company called IMPINJ Inc $Impinj(PI.US)

Today it reported earnings, popped 15% and she's now up 20% since buying the dip