The Portfolio Armor Substack

The Portfolio Armor Substack

Trade Alert: Among The Wreckage

Bullish bets on two names from our Multibaggers list, one of which is down sharply today

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Portfolio Armor
Nov 05, 2025
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Hunting in the Wreckage…

This week’s volatility has created opportunities at both extremes: one of our previous Multibaggers names cratered after earnings, and another surged on a report that supports its long-term bull case. We’re acting on both.

The first, Soleno Therapeutics (SLNO 0.00%↑) , dropped nearly 30% this morning following earnings—even though the accounts that were bullish before the report remain so. We’re using that sell-off to re-enter it with defined risk.

And in the Heat

The second, a small-cap energy-technology name that ripped more than 30% after confirming a major data-center power partnership, illustrates the other side of the coin. The same themes that have driven our AI Energy trades—natural-gas-fed turbines and boilers providing firm power for compute clusters—were front and center in its earnings call. It’s still under a $1 billion market cap, and the setup aligns perfectly with our Reindustrialization / Embodied AI / Energy framework.

Full details on both trades are below.

Today’s First Multibaggers Trade

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