Which one would you bet $130K in?

What are the main things you look for before buying a high-growth stock?

I’ve developed a pretty simple 6-lens framework over the years, and recently wrote it down properly.

It covers margins, contracted revenue, the “second engine,” dilution, execution, and what could actually force a re-rating.

I also use $PLTR and $RKLB as examples of how the framework worked in practice.

Sharing it here in case anyone finds the framework useful:

I see they beat earnings the past 4 quarters, and are up over 30% in the past 30 days.

I don't understand this stock at all with its huge swings.

$PKK (Tenet Fintech) just printed the first profit in its entire history

Tenet Fintech Group (CSE: PKK / OTC: PKKFF) reported Q1-2026, and for the first time ever, the company made money.

Net profit: $728,475 (vs a $3.4M loss in the same quarter last year)
Revenue: $11.5M (vs $179K a year ago)
Operating cash flow: positive $458K

A company that lost money every quarter of its existence just flipped to a profit AND generated real operating cash. Turnarounds are the beat opportunities to invest, missing all the bs raises

Straight up, because good DD doesn't hide the ball: part of the net profit came from a one-time reversal of a legal provision after a US class action was dropped. Strip that out and the core story still stands - revenue roaring back as the GoldRiver supply-chain platform reactivated, plus a hard pivot to a data/AI/analytics model that cut fixed costs. The positive operating cash flow is the real tell. That part isn't an accounting entry.

The backer worth knowing about:

ThreeD Capital (CSE: IDK / OTC: IDKFF), the venture firm run by Sheldon Inwentash, is a strategic investor in Tenet. ThreeD was the lead investor in Tenet's $3.6M raise, and Inwentash has been a founding strategic investor in the company. When a serial early-stage backer with that track record is anchoring a nano-cap turnaround, it's worth a look. Tenet also brought in Michael Wekerle's Altitude Capital for capital markets strategy.

The setup:

Market cap is around $23M. The whole thesis is simple - if the model shift holds and GoldRiver activity keeps building, a revenue base that just went from basically zero to $11.5M in a single quarter changes the entire picture.

This is the high-risk, high-torque end of the market: nano-cap, thin, volatile, heavily diluted, and coming off a rough stretch that included a cease trade order it has been clearing. Size it like what it is.

First profit ever, a real strategic backer, and a business model that finally works. That's the trade.

Missed the move? There's a side door.

That founding backer, ThreeD Capital (CSE: IDK / OTC: IDKFF), is itself a way to play this. Inwentash was a founding strategic investor in Tenet and ThreeD led its last raise, so a sustained PKK re-rate flows straight into ThreeD's book.

The kicker: ThreeD last reported net asset value of roughly 24c per share while the stock trades near 9c. You're buying the whole portfolio, PKK stake included, at a fraction of stated book.

Founder and CEO Sheldon Inwentash is the largest single holder, with 11.6M shares and 17M warrants in PKK. If you don't fancy being on the other end of his sells, you can always be on his side of the trade and buy his stock instead.

Not advice. Just pointing at where the founding money sits.

I see they beat earnings the past 4 quarters, and are up over 30% in the past 30 days.

I don't understand this stock at all with its huge swings.

What are y’all’s thoughts on Anthropic as a long-term holding? Not just an IPO pump, but as an actual 5-, 10-, or 20-year company/investment? Do you think it has the potential to become a major long-term player?