@Biotech2k1 Avatar @Biotech2k1 Biotech2k

Several biotech companies are making progress, including $IDYA, $ZLAB, and $DNLI. $IDYA's data is comparable to $ZLAB's, with a potential advantage in safety, and it is moving up the ranks of investors' lists. $DNLI is also gaining attention, with some investors comparing it to $ALNY, and it has recently been added to some portfolios.

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Social Influence

Social category influence stocks 48.96% finance 33.61% cryptocurrencies 17.01% countries 5.81% technology brands 2.9% automotive brands 0.83% currencies 0.83% exchanges 0.41% financial services 0.41%

Social topic influence fintech #164, $insm #1, $bbio #5, $sofi #196, $upst #36, fomo #543, money 7.47%, company 7.47%, $afrm #14, $xbi #34

Top accounts mentioned or mentioned by @winnerinvestor @jfais20 @yaireinhorn @slk349390919 @aayushtrades @iaai79322 @tgod01 @bradloncar @timopler @topsecretstocks @cnyren @amheshay @rxvsplacebo @paulall95402077 @ravidhaliw @hap0606 @tohjah7809 @biopharmiq @daphnezohar @biotechch

Top assets mentioned Insmed, Inc. (INSM) BridgeBio Pharma, Inc. Common Stock (BBIO) RAI Finance (SOFI) Upstart Holdings, Inc. (UPST) Affirm Holdings, Inc. (AFRM) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Interlay (INTR) Praxis Precision Medicines, Inc. (PRAX) NuCypher (NU) Tempus AI, Inc. (TEM) Immunome, Inc. (IMNM) Axsome Therapeutics, Inc (AXSM) Chime Financial, Inc (CHYM) Toast, Inc. (TOST) Liquidia Corporation Common Stock (LQDA) Xenon Pharmaceuticals Inc (XENE) Protagonist Therapeutics, Inc (PTGX) Klarna Group plc (KLAR) The Root Network (ROOT) MercadoLibre Inc (MELI) Grab Holdings Limited Class A Ordinary Shares (GRAB) NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS) Apogee Therapeutics, Inc. (APGE) IDEAYA Biosciences, Inc. Common Stock (IDYA) Cogent Biosciences, Inc. Common Stock (COGT) 4 (FOUR) Sea Limited (SE) Chasm (CAI) Lemonade, Inc. (LMND) Helium IOT (IOT) Life Crypto (LIFE) Crinetics Pharmaceuticals, Inc. (CRNX) Symbotic Inc. Class A Common Stock (SYM) ZetaChain (ZETA) Upstream Bio, Inc. (UPB) HealthSci.AI (HSAI) Cytokinetics Inc. (CYTK) DLocal Limited (DLO) Sezzle Inc. Common Stock (SEZL) United Therapeutics, Corp. (UTHR) CyberArk Software Ltd. (CYBR) Snowflake Inc. (SNOW) Mirum Pharmaceuticals, Inc. Common Stock (MIRM) Arcutis Biotherapeutics, Inc. (ARQT) Datadog Inc (DDOG) Zscaler Inc (ZS) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) Archer Aviation Inc. (ACHR) Joby Aviation, Inc. (JOBY) Recursion Pharmaceuticals, Inc. (RXRX) Viking Therapeutics, Inc (VKTX) Travere Therapeutics, Inc. Common Stock (TVTX) Itau Unibanco Holding S.A. (ITUB) Credicorp LTD (BAP)

Top Social Posts

Top posts by engagements in the last [--] hours

"Looks like fomo money is buying again today. I will watch biotech to sell some trading positions if we rally enough. I will update my Fintech and Tech portfolios as that is where I did most my buying this week. Dump what is hot and buy what is not"
X Link 2026-02-13T14:10Z 34.2K followers, [----] engagements

"Only [--] change to South America portfolio. I added some $INTR after it sold off on fantastic earnings. Company is growing at 30% and trades at 1/3 $NU's valuation. Inter & Co is only 2.65x sales vs 8.7x sales for Nu Holdings"
X Link 2026-02-13T17:28Z 34.2K followers, [---] engagements

"I built a Notebooklm for $IMNM today after doing deeper dive into it. I think will slowly bring this up to a core position inline with my other 3% positions into any selloffs"
X Link 2026-02-14T23:14Z 34.2K followers, [----] engagements

"My Game Plan links my Cash levels to the $XBI. 80% @ $150 70% @ $140 60% @ $130 * here now 50% @ $120 40% @ $110 30% @ $100 20% @ $90 10% @ $80 0% @ $70 I don't think we go below $100 to $110 but you never know with drug pricing heating up again"
X Link 2021-05-05T10:49Z 34.2K followers, [--] engagements

"I am always looking for great ideas. Give me your best biotech idea"
X Link 2025-10-25T16:53Z 34.1K followers, 15.3K engagements

"@bradloncar @daphnezohar @yaireinhorn @DavidTimis @RecursionChris @RecursionPharma @BiotechCH @TimOpler The first time I got to listen to her present was at the big $RXRX R&D day after they bought $EXAI. I think she is brilliant but not sure if she can fix what ails Recursion. Not when you have Lilly dropping billions to build something bigger better and faster"
X Link 2025-11-05T15:36Z 34.2K followers, [---] engagements

"Looking at $NBI: Many of them are in $XBI so I will go over this index and look for those that did not appear in $XBI"
X Link 2025-11-17T13:11Z 34.2K followers, [----] engagements

"Here is the game plan. At $130 on $XBI I have $ZLAB and $VKTX yet to sell to get to my top [--]. At $140 on $XBI I sell $MIRM $ARQT $TVTX and $LQDA as they are good but not big enough pipelines to be my Forever [--]. At $150 on $XBI I sell $PRAX $IMNM $XENE and $NAMS as they are great but not as powerful as my Forever [--]. After that I will chill in bonds until the bubble pops and manage my positions based on the $XBI level and my required cash levels. https://twitter.com/i/web/status/1994504575886221719 https://twitter.com/i/web/status/1994504575886221719"
X Link 2025-11-28T20:32Z 34.2K followers, [----] engagements

"I sold $VKTX as part of my exit strategy today. It is a poorly run company which has [--] great asset which it can never seem to develop correctly. The only way this does well is if some big pharma is desperate enough to buy them"
X Link 2025-12-04T16:52Z 34.2K followers, [----] engagements

"Here is my new Financials portfolio which was my old Aerospace portfolio which got too bubbly. I am highly focused on smaller South America companies that could have significant growth and good valuations. I think $ITUB and $BAP are cheap. $NU is not cheap but it has 30% growth so it is expensive. https://twitter.com/i/web/status/1999190727637504244 https://twitter.com/i/web/status/1999190727637504244"
X Link 2025-12-11T18:53Z 34.2K followers, [----] engagements

"I finished my DD on $NU $ITUB and $BAP. I think one of these companies could be the next mega bank or financial institution the likes of a Citibank or JPM coming out of South America"
X Link 2025-12-12T18:31Z 34.1K followers, [----] engagements

"As I rotate out of bubbly biotech I plan to sell $ZLAB along with many other biotech names. This isn't a change in my belief that China could be a huge opportunity for the future. I am building an entire China focused portfolio. I just haven't gotten to the point to do the DD yet as I am still doing the DD on my South American portfolio. I do have [--] name in that portfolio that I like with $PDD $BILI $FUTU $XPEV and $HSAI. I might add or remove some later as I do get time to do deep dives into the science and technology. I could eventually put $ONC or $ZLAB into that China focused portfolio"
X Link 2025-12-17T14:14Z 34.2K followers, [----] engagements

"I had some time last night and I didn't have my annual reports with me so I decided to look at $ONC. This is the old BiGene which changed its name to BeOne Medicines. It moved it headquarters to Switzerland. Now it only gets 31% of its revenues from China. I think it looks like a decent biotech company. It has 20% revenue growth. It does look expensive along with all biotech. Its clearly no longer a China play. I removed it from my China focus list. https://twitter.com/i/web/status/2001973360146669659 https://twitter.com/i/web/status/2001973360146669659"
X Link 2025-12-19T11:10Z 34.2K followers, [----] engagements

"Remember that fund that was dumb enough to short $PRAX Praxis Precision Medicines Announces the FDA Has Granted Breakthrough Therapy Designation for Ulixacaltamide HCl in Essential Tremor https://finance.yahoo.com/news/praxis-precision-medicines-announces-fda-130000595.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/praxis-precision-medicines-announces-fda-130000595.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2025-12-29T13:09Z 34.2K followers, [----] engagements

"$APGE data tells me $PTGX needs an oral IL-13 to go with their oral IL-23 & IL-17. Another space rupe for disruption by oral"
X Link 2026-01-06T11:37Z 34.2K followers, [----] engagements

"Here is a key example why many investor lose money investing. I bought $HSAI at $20. I calculated its intrinsic value at around $22. Today it trades at over $25. A large premium to its valuation while having these enhanced risks: Cayman Islands company WFOE structure VIE structure On US list of companies restricted for ties to Chinese Military. What much to you think the risks are priced into a stock trading at $3 above its actual valuation https://twitter.com/i/web/status/2008572418206425222 https://twitter.com/i/web/status/2008572418206425222"
X Link 2026-01-06T16:12Z 34.1K followers, [----] engagements

"My JPM Dance Card: $INSM = Jan [--] @ [--] pm EST $BBIO = Jan [--] @ 10:30 am EST $AXSM = N/A $CRNX = Jan [--] @ 12:45 pm EST $CYTK = Jan [--] @ 12: [--] pm EST $PTGX = N/A $IDYA = Jan [--] @ 6:45 pm EST $COGT= Jan [--] @ 11:15 am EST $PRAX = N/A $NAMS = N/A"
X Link 2026-01-07T12:26Z 34.1K followers, [----] engagements

"I am really starting to like $MSFT copilot more and more for stock research when set to "Smart" level. I ran a conversation with it today and it was very helpful. My first question was I liked $SOFI and $CHYM but was concerned about Sofi getting half its revenues from high risk unsecure personal loans while $CHYM does almost as much growth without any of that risk. It broke down the high risk of the Sofi portfolio of loans as I suspected and said it offered more growth but higher risk if anything goes wrong with the credit cycle. After looking at the risk vs reward I opted to go with $CHYM as"
X Link 2026-01-07T22:49Z 34.1K followers, [----] engagements

"@topsecretstocks I have $INSM $BBIO $AXSM $CRNX $CYTK $PTGX $IDYA $COGT and $PRAX. Those are my top names personally"
X Link 2026-01-09T14:09Z 34.1K followers, [----] engagements

"I sold $XENE as part of my exit strategy. I had a tough debate about this vs $NAMS for my [--] position in my top [--] but I wanted variety and I already had $PRAX"
X Link 2026-01-09T15:03Z 34.1K followers, [----] engagements

"I sold out of $LQDA today as part of my exit strategy. I like the company but the pipeline is way to small. I get all of their indications and so much more for $INSM. That and still has the patent risk"
X Link 2026-01-09T15:22Z 34.1K followers, [----] engagements

"$INSM is probably the single best biotech company on the planet right now. This is a Charlie Munger like company"
X Link 2026-01-10T11:05Z 34.1K followers, [----] engagements

"Valuation for my Top 10: This is ahead of JPM so I may update again after"
X Link 2026-01-10T12:33Z 34.1K followers, [----] engagements

"$KLAR up 7% I assume on the Credit Card cap news over the weekend. I am in the belief that BNPL will replace credit cards for many generations in the future who are more money savy. The credit card issue is just going to accelerate that trend. $AFRM is great but bubbly with value at $45. $KLAR is great and still cheap with value around $40. https://twitter.com/i/web/status/2010680732834844807 https://twitter.com/i/web/status/2010680732834844807"
X Link 2026-01-12T11:50Z 34.2K followers, [----] engagements

"https://finance.yahoo.com/news/praxis-precision-medicines-enters-next-130000208.html https://finance.yahoo.com/news/praxis-precision-medicines-enters-next-130000208.html"
X Link 2026-01-12T13:27Z 34.1K followers, [----] engagements

"I don't think $PRAX was at JPM this year but they did drop a press release update and a new slide deck. They are talking $20 billion in peak sales across all [--] drugs. The new pipeline slide also have some new preclinical targets listed. https://investors.praxismedicines.com/static-files/b0f54629-7ba2-4c7f-8937-748a70341fe7 https://investors.praxismedicines.com/static-files/b0f54629-7ba2-4c7f-8937-748a70341fe7"
X Link 2026-01-13T11:02Z 34.1K followers, [----] engagements

"@glp_invest I have $TEM and $CAI and waiting to see which one develops as the leader. If I am lucky they both might"
X Link 2026-01-13T12:33Z 34.2K followers, [---] engagements

"@CNyren I try to keep up with them"
X Link 2026-01-13T16:31Z 34.2K followers, [---] engagements

"Nibbled some $INSM and $BBIO after JPM to keep them at my top positions. I added a little $MDGL on dip below $500. Also bought back a starter in $APGE as its the [--] company I sold on way up that I regret selling"
X Link 2026-01-13T18:04Z 34.1K followers, [----] engagements

"Tempted to put on a $LABD hedge here at the JPM conference comes to an end. I bought a lot of the dip I can sell at higher prices if the FOMO money keeps chasing the bubble"
X Link 2026-01-13T19:47Z 34.2K followers, [----] engagements

"I found [--] companies to listen to today with $MIRM and $LQDA presenting today. I am looking for others"
X Link 2026-01-14T11:34Z 34.1K followers, [----] engagements

"I started a position in $PGY for my Fintech portfolio. I put it in there with $CHYM $KLAR $ROOT $FOUR and $UPST. I need to take time to do my full DD though"
X Link 2026-01-14T14:37Z 34.2K followers, [----] engagements

"I made a list of the cheapest Fintech companies based on Price to Sales as that is a good way to value them. The average range is 5x to 7x. I have several companies cheaper and a few that are bubbly. $ROOT .88x $FOUR 1.54x $PGY 1.57x $TOST 3.73x $KLAR 3.76x $SE 3.9x $MELI 4.01x $CHYM 4.84x $UPST 5.03x $GRAB 6.17x $NU 7.6x $AFRM 7.65x $SOFI 9.86x $LMND 11.79x $HOOD 25x https://twitter.com/i/web/status/2011464750614364214 https://twitter.com/i/web/status/2011464750614364214"
X Link 2026-01-14T15:45Z 34.2K followers, [----] engagements

"Post JPM Biotech Report: Gonna give you my thoughts on my top [--] companies after doing all the JPM presentations. $INSM: I was blown away with their sales in Brinsupri for Q4. I think they will do over $1 billion in [----] sales for that drug alone. They are adding a ton of cool new stuff to the pipeline across all [--] of their focus areas. Bill Lewis presented like a boss. If biotech crashes again I would go 10% to 15% into this name if it got really cheap. $BBIO: I was very impressed with their continued sales of Attruby. They are firing on all cylinders with their [--] late stage programs int ADH1"
X Link 2026-01-14T17:55Z 34.1K followers, 28.3K engagements

"My Top 10: This is updated for after JPM but it hasn't changed in a long time. I have [--] companies that I am happy with but I am prepared to go down to [--] if things get too bubbly in biotech. [--]. $INSM [--]. $BBIO [--]. $AXSM [--]. $CRNX [--]. $CYTK [--]. $PTGX [--]. $IDYA [--]. $COGT [--]. $PRAX [--]. $NAMS I think every one of these companies could hit $5 billion or more in peak sales. They are all special in their space of the science. They all come with best in class or first in class assets. https://twitter.com/i/web/status/2011571678112071826 https://twitter.com/i/web/status/2011571678112071826"
X Link 2026-01-14T22:50Z 34.1K followers, 10.5K engagements

"$INSM Updated Profile: Updated for post JPM update on 1/16/26 Insmed Management: Intro to Management: I started following this company over a year ago so I am very confident in this management team. They are a very strong management team with solid skills at managing all aspects of the company. There are a few key areas of business that I think any management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: They need expertise at advancing drugs through the clinical development process. So far the company has advanced Arikayce and"
X Link 2026-01-16T13:42Z 34.1K followers, [----] engagements

"Top [--] Profiles Updated: This will be my post JPM updates"
X Link 2026-01-16T13:43Z 34.1K followers, 10.4K engagements

"$INSM: https://x.com/Biotech2k1/status/2012158436356612505 https://x.com/Biotech2k1/status/2012158436356612505"
X Link 2026-01-16T13:43Z 34.1K followers, [----] engagements

"$BBIO Updated Profile: This is updated for post JPM on 1/16/26 Bridge Bio Management: Intro to Management: I have been following this company for over a year now and I am very impressed with the quality of management. I think they have done an outstanding job at building the company and executing on clinical trials. There are a few key areas of business that I think a management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: They need expertise at advancing drugs through the clinical development process. They advanced one drug all the"
X Link 2026-01-16T14:13Z 34.1K followers, [----] engagements

"Its been a month since I started my Asia portfolio so I added a little to my positions. I added to $FUTU $SE $GRAB $HSAI and $XPEV"
X Link 2026-01-16T20:29Z 34.1K followers, [----] engagements

"$AXSM Updated Profile: Updated for post JPM update on 1/17/26. Asxome Management: Intro to Management: I have been following the company for over a year now. I have been impressed with their management team thus far but my concerns are with execution risk with so many programs going on at one time. There are a few key areas of business that I think a management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: They need expertise at advancing drugs through the clinical development process. This company has advanced several drugs from"
X Link 2026-01-17T12:07Z 34.2K followers, [----] engagements

"I just saw my first Bronchiectasis commercial from $INSM today"
X Link 2026-01-18T23:44Z 34.1K followers, [----] engagements

"$PRAX Updated Profile: Updated for post JPM on 1/20/26 Praxis Management: Intro to Management: I have only been following this company for about a year now and I think they are doing a great job so far. There are a few key areas of business that I think a management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: The first is they need to be able to navigate the clinical trial process. They just had two successful phase [--] data read outs in Essential Tremor for Ulixacaltamide and won Breakthrough Therapy designation. They have three"
X Link 2026-01-20T11:29Z 34.1K followers, [----] engagements

"$NAMS: https://x.com/Biotech2k1/status/2013585425395339484 https://x.com/Biotech2k1/status/2013585425395339484"
X Link 2026-01-20T12:13Z 34.1K followers, [----] engagements

"I nibbled some $CHYM $KLAR and $PGY today. That is only things that looked cheap enough to nibble so far"
X Link 2026-01-20T19:04Z 34.1K followers, [----] engagements

"Added a little $FOUR"
X Link 2026-01-20T19:12Z 34.2K followers, [----] engagements

"I think the most undervalued company I own after my JPM updated numbers is $PRAX and closely followed by $COGT. There are still some values in biotech. You just have to watch out for the highly pumped bubble stocks everyone is piling into over buyout rumors. Those are dangerous if they don't get a buyer as they are vastly over valued. Its a buyer beware market for biotech. That is why I am shopping elsewhere while taking profits in biotech. I go where there is value. https://twitter.com/i/web/status/2013979929503818055 https://twitter.com/i/web/status/2013979929503818055"
X Link 2026-01-21T14:20Z 34.1K followers, [----] engagements

"Any of my growth and Fintech oriented nerds friends know anything about $INTR. I just found this name and thought on the surface it looked very cool"
X Link 2026-01-21T19:25Z 34.2K followers, [----] engagements

"I bought a starter position in $INTR for my LatAm portfolio. I have [--] names in their that are neither fintech or tech that I have been slowly looking for companies to replace and fill out that portfolio. I think this addition is a great one. I will have to do more research"
X Link 2026-01-21T19:40Z 34.2K followers, [----] engagements

"I sold $EMBJ out of my South America portfolio for a nice 20% gain and replaced it with $INTR. Now I have another high growth fintech in that portfolio"
X Link 2026-01-21T19:53Z 34.2K followers, [----] engagements

"I sold $CAI from my tech portfolio on the bounce back today to clear that out. I took a small loss on that one but I have my portfolio cut down to my final [--] now"
X Link 2026-01-21T20:10Z 34.2K followers, [----] engagements

"So far I absolutely love my Asia portfolio now with $FUTU $SE $GRAB $HSAI and $XPEV. I found [--] very high growth companies that have the potential to become something great. I am still working on South America. I have [--] solid Fintech companies there now with $MELI $NU $INTR and $DLO. I would really like to find one more fintech or tech for that portfolio to finish it off. I am happy with my Tech portfolio now as I got [--] names there all focused on AI with $ZETA $TEM $SYM $IOT and $INOD. That one is very solid. I also have [--] companies in my Fintech portfolio now with $CHYM $KLAR $ROOT $FOUR and"
X Link 2026-01-21T22:06Z 34.2K followers, [----] engagements

"I have been looking at $INTR since yesterday. I can't believe I don't hear more people talking about this South America Fintech name. So far I love what I am finding. Its seems to be right up there with $MELI and $NU for growth. It trades at only 2.5x sales where most other Fintech trade at 5x sales on average. I plan to keep reading through the annual report today. https://twitter.com/i/web/status/2014293411096875192 https://twitter.com/i/web/status/2014293411096875192"
X Link 2026-01-22T11:05Z 34.2K followers, [----] engagements

"@topsecretstocks Have you ever looked at $INTR from Brazil"
X Link 2026-01-22T11:48Z 34.2K followers, [---] engagements

"If you are thinking about what you can sell into this biotech bubble I have some ideas for you on what might be risky. There are entire areas of biotech where the science is weak and the profitability is questionable. Places like Gene Editing where delivery kills patients due to liver tox and costs to much to be acceptable to insurers. There are areas like Gene Therapies where they kill patients with over dosing of AAV vectors that cause liver tox or cytokine storms. Then there are cell therapies which are just disastrous. There are hundreds of companies all competing for the same few"
X Link 2026-01-23T15:54Z 34.2K followers, [----] engagements

"I nibbled all my top [--] here a little. I still have my $LABD hedge if we go lower to profit. If the FOMO chasers take us higher I will just make more money when I sell to them later. I make money no matter which way we go. $INSM $BBIO $AXSM $CRNX $CYTK $PTGX $IDYA $COGT & $PRAX. https://twitter.com/i/web/status/2014749068904337763 https://twitter.com/i/web/status/2014749068904337763"
X Link 2026-01-23T17:16Z 34.2K followers, [----] engagements

"Here is where I stand after this weeks moves. I am now both long and short. That way I win no matter which way biotech goes. I added some today into the pullback once my $LABD turned profitable. If we get to $140 I have more stock to sell"
X Link 2026-01-23T21:06Z 34.2K followers, [----] engagements

"@slk349390919 $MELI $2100 $NU $22 $INTR $12 $DLO $14.50 $SE $130 $FUTU $180 $GRAB $5"
X Link 2026-01-26T11:02Z 34.2K followers, [---] engagements

"Looks like the FOMO chasers are buying the dip today so I am gonna go snow blow and work on my courses. My plan is more $LABD when $XBI hot $133 and sell at $140 down to top 8"
X Link 2026-01-26T13:21Z 34.2K followers, [----] engagements

"I ran the numbers toady and for the 5th time I used AI to model intrinsic value for all Fintech companies on my list. All of them come up over and over again as under valued except [--] names. $SOFI $AFRM and $LMND are insanely bubbly. They seem to be cult stocks and can not be invested in unless they crash. The rest are very nicely valued and can be bought. They are: $NU = $22 $CHYM = $44 $ROOT = $120 $SEZL = $88 $FOUR = $110 $TOST = $40 $PGY = $40 $UPST = $45 $FUTU = $200 $SE = $170 $GRAB $6.50 $INTR = $25 and $DLO = $22.50. There are some variances between my conservative estimates and the"
X Link 2026-01-26T13:41Z 34.1K followers, [----] engagements

"Nibbled some $INSM & $BBIO so I profit more when FOMO chasers rush in and buy biotech. If we crash more I still have my $LABD"
X Link 2026-01-26T14:33Z 34.2K followers, [----] engagements

"Started positions in $SEZL & $TOST for my fintech portfolio. Its only space right now cheap enough to be worth buying"
X Link 2026-01-26T17:27Z 34.2K followers, [----] engagements

"@aayushtrades @jfais20 If they lose the patent they could be prevented from selling the drug or end up paying massive payments and royalties to $UTHR. Everyone seems very quick to dismiss the risk"
X Link 2026-01-26T20:13Z 34.1K followers, [---] engagements

"@aayushtrades @jfais20 Insmed has best in class its just longer to get to market"
X Link 2026-01-26T20:26Z 34.1K followers, [---] engagements

"@AmheShay @jfais20 @aayushtrades Absolutely. I sold $LQDA and bought more $INSM"
X Link 2026-01-26T21:46Z 34.1K followers, [---] engagements

"@tgod01 @AmheShay @jfais20 @aayushtrades Since I am up over 100% in $INSM you would think if the data were better for $LQDA I would have been eager to sell for a huge profit and buy the cheaper company. The data told me I had to do the opposite. That isn't bias. Its following the "facts""
X Link 2026-01-26T22:24Z 34.1K followers, [----] engagements

"@LQDA_Bull1 @AnnaFlorcia Market isnt wrong as Yuptrepia is better than $UTHR and all it cares about is right now. When phase [--] data happens for TPIP it could be a very different story as $LQDA dropped 30% just on the phase [--] data"
X Link 2026-01-27T17:48Z 34.1K followers, [---] engagements

"People keep telling me that I just don't understand the data between $LQDA Yutrepia and $INSM TPIP. I am not a biased person. I compare data and I buy the company that has the best of breed data. I could have bought either company. It didn't matter to me. So I ran this same analysis through [--] of the top Generative AI models and here are the results. Not a single one of them disagreed with my assessment. https://twitter.com/i/web/status/2016235627071602777 https://twitter.com/i/web/status/2016235627071602777"
X Link 2026-01-27T19:43Z 34.1K followers, [----] engagements

"My full valuation was $50 based on its ability to take share from $UTHR until we see how the L606 and TPIP battle pans out. I think for the next few years it can do very well if it wins the patent issue. If the TPIP data comes out very strong in phase [--] then it over for them. The market will chase the next hot thing. Its very binary which is why I actually sold my position a few weeks ago. Too much risk and uncertainty. At least if TPIP fails $INSM still has [--] major block buster drugs behind it. $LQDA has nothing in the pipe if they lose this battle."
X Link 2026-01-27T19:58Z 34.2K followers, [---] engagements

"@Gripltandripit @rxVsPlacebo They did from $UTHR drug to Yutrepia so they will again when a better drug comes along"
X Link 2026-01-27T21:48Z 34.2K followers, [--] engagements

"@PaulAll95402077 @tgod01 @rxVsPlacebo My DCA for $INSM is still $75 so no. I clearly sold the weaker company and put that cash into the stronger company into the pullback"
X Link 2026-01-27T22:05Z 34.1K followers, [---] engagements

"@tgod01 @PaulAll95402077 @rxVsPlacebo If I remember correctly I recall both $LQDA and $INSM management saying that PAH is the bigger indications because it also requires far more dosing which translates to 3x or 4x the cost per annum per patient. There are more metrics in the TAM than just the amount of patients"
X Link 2026-01-27T22:47Z 34.1K followers, [---] engagements

"I have to update my biotech portfolio because I do some nibbling of positions the other day into the sell off. I usually update on Friday's so I am holding off for now to see if we get any more dips. The more nibbling I do the more I will make when I sell these companies at higher level to FOMO chasers. I still have my $LABD and want to add to it at $XBI $133. I still want to cut down to my top [--] at $140. In the mean time I am investing in other areas where value is more attractive"
X Link 2026-01-28T11:22Z 34.2K followers, [----] engagements

"I want to ask my friend @topsecretstocks about $SERV. I came across this name last night. It seem very early and more speculative that I would normally go after. I would a second opinion on it"
X Link 2026-01-28T14:35Z 34.1K followers, [----] engagements

"Who wants to bet since I sold my $LABD biotech short position now biotech will sell off and finally have a correction"
X Link 2026-01-28T20:35Z 34.2K followers, [----] engagements

"I nibbled some $UPST at $41.75 today to add to my Fintech. I have only been doing small nibbles so far as I think the $FINX could retest its [--] week low around $25 so I want to wait and buy more cheaper across all fintech"
X Link 2026-01-29T16:04Z 34.1K followers, [----] engagements

"$FINX hit $27.40 today with Fintech being one of the cheapest and most beaten down sectors of the market. I would love to see it at $25 to start doing more buying. At that point I would go 25% stocks. A retest of the big low around $20 would take me to 75% stock. Like when Biotech was at $XBI $65 I will cast a wide net and cut rhe weaker names into next bull market. Avoiding bubbly $SOFI till at least $18 and $AFRM at $55. $LMND is still too stupid at an all time high and value at $50. https://twitter.com/i/web/status/2017018418382111177 https://twitter.com/i/web/status/2017018418382111177"
X Link 2026-01-29T23:33Z 34.1K followers, [----] engagements

"Still waiting to short biotech with some $LABD at $130. Eventually this bubble pops. Maybe $LABD becomes my top performing position in [----] like last time"
X Link 2026-01-30T11:22Z 34.2K followers, [----] engagements

"@KhaledsRRR Not sure what $RXRX had to do with anything"
X Link 2026-01-30T11:40Z 34.1K followers, [---] engagements

"Now I am back to [--] biotechs. I could add a few more if we continue lower. My strategty is to balance cash deployment to existing top [--] and some companies I liked but sold to meet cash. That way I can keep my cash % linked to $XBI. I added back $XENE & $IMNM. I would consider $APGE later if we pull back more. https://twitter.com/i/web/status/2017348927977050453 https://twitter.com/i/web/status/2017348927977050453"
X Link 2026-01-30T21:27Z 34.2K followers, [----] engagements

"$IMNM after JPM:"
X Link 2026-01-30T22:19Z 34.1K followers, [----] engagements

"$XENE Updated Profile: Updated for post JPM on 1/30/26. This is my first profile written with AI so let me know what you think. Xenon Management: Intro to Management: I have been closely monitoring the company for nearly a year which has allowed me to gain a thorough understanding of the business and its management. The company's performance appears satisfactory thus far although further time will be required to confirm long-term viability. In my opinion certain core business areas necessitate demonstrated management expertise to establish a successful enduring biotechnology enterprise."
X Link 2026-01-30T23:10Z 34.1K followers, [----] engagements

"$XENE: https://x.com/Biotech2k1/status/2017374923321123267 https://x.com/Biotech2k1/status/2017374923321123267"
X Link 2026-01-30T23:11Z 34.1K followers, [----] engagements

"$IMNM: https://x.com/Biotech2k1/status/2017564100633448653 https://x.com/Biotech2k1/status/2017564100633448653"
X Link 2026-01-31T11:43Z 34.2K followers, [----] engagements

"I am still waiting to buy some short positions into any rally before the bubble pops. I will use $LABD for bio. I might even hedge other portfolios with $SDS and $SQQQ. I now fear the collapse more than missing out on the mania"
X Link 2026-02-02T11:34Z 34.2K followers, [----] engagements

"I built a NotebookLM for $INSM over the weekend to test it out. I uploaded all my files for the company along with the annual report and the JPM slide show. I then asked it to generate me a profile the company using my profile as a template. This is what I got. Management Profile Insmed is led by a strong management team with demonstrated expertise in clinical development regulatory navigation and commercial execution. Under the leadership of William H. Lewis (Chairman and CEO) the company has successfully advanced two drugs Arikayce and Brinsupri through the full development cycle into"
X Link 2026-02-02T12:43Z 34.1K followers, [----] engagements

"I am gonna work on building more of my Notebooklm nltebooks today for my top [--] names. I dont want to build any for companies I will probably sell. Then I will see what kind of Profiles the AI can generate for me. I posted the results from my $INSM yesterday"
X Link 2026-02-03T10:53Z 34.1K followers, [----] engagements

"$INSM Notebooklm Profile: Insmed Management Profile Insmed is led by a strong management team with demonstrated expertise in clinical development regulatory navigation and commercial execution. Under the leadership of William H. Lewis (Chairman and CEO) the company has successfully advanced two drugs Arikayce and Brinsupri through the full development cycle into commercial sales. Management has proven its clinical prowess by delivering best-in-class Phase [--] data for TPIP in PAH and PH-ILD and is actively expanding into new therapeutic pillars like Immunology & Inflammation and Neuro & Other"
X Link 2026-02-03T11:15Z 34.1K followers, [----] engagements

"My Notebooklm Profiles: These are created by AI from all my notes"
X Link 2026-02-03T11:25Z 34.1K followers, [----] engagements

"$INSM: https://x.com/Biotech2k1/status/2018644608666796205 https://x.com/Biotech2k1/status/2018644608666796205"
X Link 2026-02-03T11:25Z 34.1K followers, [---] engagements

"$BBIO: https://x.com/Biotech2k1/status/2018643873984045080 https://x.com/Biotech2k1/status/2018643873984045080"
X Link 2026-02-03T11:25Z 34.1K followers, [----] engagements

"$AXSM: https://x.com/Biotech2k1/status/2018651859842367956 https://x.com/Biotech2k1/status/2018651859842367956"
X Link 2026-02-03T11:45Z 34.1K followers, [---] engagements

"I will be fully honest. If $AFRM keeps pulling back while $SEZL rallies I may use that as an opportunity to swap them in my portfolio. Sezzle has more growth but also more risk at Affirm has big partnerships and other services"
X Link 2026-02-03T16:05Z 34.2K followers, [----] engagements

"I did a little buying on my Tech portfolio adding to $ZETA $TEM $SYM $IOT and $INOD"
X Link 2026-02-03T18:24Z 34.1K followers, [----] engagements

"I plan to finish the last of my notebooks for my biotech companies tomorrow. I am not going to do any for $NAMS $XENE or $IMNM as they are my sale list if this bubble continues higher"
X Link 2026-02-03T23:09Z 34.2K followers, [----] engagements

"Might get another shot at my $LABD today. Gonna build my [--] other notebooks while I wait to short the mania. I can't wait to take some of these bigger gains at $XBI $140"
X Link 2026-02-04T10:42Z 34.2K followers, [----] engagements

"$IDYA Notebooklm Profile: Ideaya Based on your provided outline and the source materials here is a comprehensive profile of IDEAYA Biosciences a precision medicine oncology company committed to developing targeted therapeutics using molecular diagnostics. Management and Strategic Execution The management team is led by Founder and CEO Yujiro S. Hata who is supported by a team of experienced drug development professionals and a renowned Scientific Advisory Board that includes thought leaders like Dr. William Sellers. Key leadership additions include Stu Dorman who joined as Chief Commercial"
X Link 2026-02-04T11:53Z 34.1K followers, [----] engagements

"$PRAX Notebooklm Profile: Praxis Management Profile Praxis is led by a team with significant experience in the life sciences and financial sectors. Marcio Souza serves as President and Chief Executive Officer bringing business and leadership experience from previous roles at PTC Therapeutics NPS Pharmaceuticals and Sanofi Genzyme. Timothy Kelly the Chief Financial Officer previously held leadership positions at Foundation Medicine and Roche. Alex Nemiroff the General Counsel was a co-founder and CEO of RogCon Inc. which focuses on SCN2A-related disorders. The management team has demonstrated"
X Link 2026-02-04T12:31Z 34.1K followers, [----] engagements

"Nothing crashing today to distract me like Fintech yesterday. My only focus is to get some short positions on into the tulip mania. I missed the $LABD yesterday around $129.50 on the $XBI but I won't miss it again if we get there"
X Link 2026-02-04T12:35Z 34.2K followers, [----] engagements

"Also bought a starter in $AFRM here at $60.50 and added a little $LIFE at $12.65"
X Link 2026-02-04T14:42Z 34.2K followers, [----] engagements

"I bought a starter in $CYBR for my tech portfolio. Its still expensive but it has come down enough to start averaging down into any crash"
X Link 2026-02-04T15:01Z 34.2K followers, [----] engagements

"I added a little $SOFI at $21.31 and some more $LIFE at $12. Once I get Sofi Ethos and Affirm balance with other positions I will stop buying Fintech until I see if we get closer to $20 on the $FINX ETF. I am capping myself at 25% stock in Fintech for now"
X Link 2026-02-04T15:08Z 34.2K followers, [----] engagements

"If we pop from here I am just going to turn $CYBR into a good trade as its already up 3% from this morning. Even after being beaten down its valuation is absurd"
X Link 2026-02-04T16:02Z 34.2K followers, [----] engagements

"I added a little $MELI $NU $INTR and $DLO in my South America portfolio. This is up to 9% stock as I have not bought much as these stocks are not down that much"
X Link 2026-02-04T17:33Z 34.2K followers, [----] engagements

"Here is my Tech portfolio which is at its minimum 10% position in stocks. $CYBR may become just a trade depending on how the market behaves"
X Link 2026-02-04T18:18Z 34.2K followers, [----] engagements

"Here is my Fintech portfolio. Its up to about 16% stock now after the crash. I have enough cash for a few moves before I would have to sell some bonds. I would only do that if $FINX got closer to $20"
X Link 2026-02-04T18:30Z 34.1K followers, [----] engagements

"Take some quick easy wins here to pad my success rate and balance sheet at the expense of momo chasers. Got a quick and easy 3.8% in $CYBR on the day trade"
X Link 2026-02-04T20:24Z 34.1K followers, [----] engagements

"$FINX retested the [----] low today around $24.27. The big quest now is will it hold there to retest it bear market low of $18.16. That would be another 26% decline. Another reason I am cautious as I build my positions"
X Link 2026-02-05T00:31Z 34.1K followers, [----] engagements

"Gonna jump on my Biotech portfolio and look to maybe sell my trading positions into the big pop. Might even buy some $LABD. This frothy bubble will pop eventually"
X Link 2026-02-05T14:51Z 34.2K followers, [----] engagements

"Added some $LIFE at $12.28 to finish off that starter position. I have [--] buy left that I can do for $AFRM but obviously waiting for after earnings tonight. Rather pay up for good earnings that buy now and get wrecked bad earnings"
X Link 2026-02-05T15:06Z 34.2K followers, [----] engagements

"$FINX looks to be breaking down which means a trip to $20 or lower could be coming for the sector. Time for me to wait for better prices. I am still only about 17% stock in that portfolio but I am not selling bonds unless it gets too cheap to avoid"
X Link 2026-02-05T15:18Z 34.2K followers, [----] engagements

"Bought a starter in $APGE for a 3rd trading position. Gives me more to sell when the FOMO money rushes into biotech"
X Link 2026-02-05T15:33Z 34.2K followers, [----] engagements

"Here is where I stand with [--] trading positions to sell into the mania of the get rich quick buyout coming tomorrow biotech crowd. I added $APGE today for another trading position"
X Link 2026-02-05T15:45Z 34.2K followers, [----] engagements

"I add [--] names to my Tech portfolio to bring it up to [--] total companies. I waited a long time for a pull back of this magnitude to grab some of them. If they go lower I will add more. If they get too bubbly again I will gladly take profits. I added $SNOW $CRWD $NET $DDOG and $ZS to my portfolio along with $ZETA $TEM $SYM $IOT and $INOD. That gives me a good blend of big cap and small cap tech. https://twitter.com/i/web/status/2019473994529837560 https://twitter.com/i/web/status/2019473994529837560"
X Link 2026-02-05T18:11Z 34.1K followers, [----] engagements

"I nibbled some $INSM $BBIO $PTGX $IDYA $COGT and $PRAX today. Not quite to $XBI $120 yet but I am getting closer to my cash level for that target"
X Link 2026-02-05T19:53Z 34.1K followers, [----] engagements

"The momo money rushing back into $SNOW $CRWD $NET $DDOG and $ZS. This is what I did into the crash in [----]. I loaded up on the bubbly fan favs rode them up 30% and then sold them all for easy money. Back to do it again. This is how easy it is to make money into the mania of bubbles. https://twitter.com/i/web/status/2019734017239572904 https://twitter.com/i/web/status/2019734017239572904"
X Link 2026-02-06T11:24Z 34.1K followers, [----] engagements

"Nibbled some $AFRM at $56.30"
X Link 2026-02-06T15:03Z 34.1K followers, [----] engagements

"Sofi charges 1% on crypto transactions vs .25% for Kraken or .5% for Coinbase. Plus they hose you with a price spread for transactions You would have to be and Idiot to use @SoFi crypto. I have been doing crypto for many years and this is a money making scheme. No serious crypto investor would pay those absurd prices. https://twitter.com/i/web/status/2019802549327446505 https://twitter.com/i/web/status/2019802549327446505"
X Link 2026-02-06T15:57Z 34.1K followers, [----] engagements

"$SNOW looks to be approaching my sale price for a quick flip into the fomo"
X Link 2026-02-06T16:06Z 34.1K followers, [----] engagements

"Still trying to figure out why anyone is paying 10x sales for $LMND which still has not turned a profit vs 2.5x sales for $LIFE and .5x sales for $ROOT which are already profitable"
X Link 2026-02-06T16:17Z 34.2K followers, [----] engagements

"@Optimistic24228 Funny because on the $AFRM call they specifically said that would never happen as its not in the best interest of the customer"
X Link 2026-02-06T17:03Z 34.2K followers, [---] engagements

"My bond rotation is now complete. I sold out of all my $BND and $FBND after my most recent interest payments. I then rotated them into $SGOV which acts as an interest bearing cash equivalent. All the cash left after buying the last few days is now is in $SGOV. I left just a little in each portfolio to cover any fees short buys or a little nibbling if I see something. Now I am just like Buffet. Sitting in short term bonds getting paid to wait for something anything to reach a value that makes me want to buy. I do have a lot to sell now as the bubble inflates."
X Link 2026-02-06T18:50Z 34.2K followers, [----] engagements

"@RaviDhaliw Still doesn't justify the absurd valuation for $LMND"
X Link 2026-02-06T22:05Z 34.1K followers, [---] engagements

"I bought stuff in tech I didn't even want just so I have stock to sell for profits when all the bubble mania drives them back up"
X Link 2026-02-06T23:07Z 34.2K followers, [---] engagements

"I added this week but this space is not quite screaming cheap yet. Some are like $SE and $GRAB but others like $HSAI are still a bit expensive"
X Link 2026-02-06T23:13Z 34.2K followers, [----] engagements

"@iaai79322 No. I consider is fairly valued. Maybe closer to cheap side now. My value is about $4.50"
X Link 2026-02-06T23:43Z 34.1K followers, [--] engagements

"I just ran a complex prompt through [--] different AI models. I asked for them to build me a table with all [--] of my fintech names on it. Then I asked it to create a column on the table showing each of Growth CAGR Profit Margin Debt Level and Intrinsic Value. The only AI model to complete the entire table was Google AI Studio. Microsoft Copilot was missing 90% of the data. Grok was a close 2nd missing all the CAGR info and half the intrinsic valuation. https://twitter.com/i/web/status/2020294398186254794 https://twitter.com/i/web/status/2020294398186254794"
X Link 2026-02-08T00:31Z 34.1K followers, [----] engagements

"@anthonynoto 1% fee on buying and selling is absurd. You can get .25% on other exchanges"
X Link 2026-02-08T18:47Z 34.1K followers, [---] engagements

"So far [--] Fintech companies reported. $SOFI and $AFRM did outstanding while $PGY sucked. I added more to my $SOFI and $AFRM as they are the winners. I am not going to pretend like they are cheap. Even after this sell off these cult stocks are a good 30% overvalued. I will set a cap on my positions size until the bubble in them pops. Then I will build a bigger position. https://twitter.com/i/web/status/2020874121622491624 https://twitter.com/i/web/status/2020874121622491624"
X Link 2026-02-09T14:55Z 34.2K followers, [----] engagements

"@DannyQuark I have been investing in Fintech for over a decade. I have made money off it. I think its like biotech. It only makes sense to those who learn the tech"
X Link 2026-02-09T15:21Z 34.1K followers, [--] engagements

"I bought it because I wanted to see how they do. I have no opinions until companies show me what they can do but $SOFI and $AFRM are completely different business. Only $UPST has a similar focus. Now I have to see $UPST earnings to see if this issue is related to just $PGY or Credit Tech as a whole. https://twitter.com/i/web/status/2020881587664040334 https://twitter.com/i/web/status/2020881587664040334"
X Link 2026-02-09T15:24Z 34.2K followers, [---] engagements

"I was hoping $XBI would get to $140 before earnings so I could dump [--] more stocks down to top [--] and focus on sectors worth buying. Sell bubbles and buy value put me in sell mode for the bubbly $XBI but a buyer for cheap $FINX sector"
X Link 2026-02-09T21:38Z 34.2K followers, [----] engagements

"$FINX dead cat bounce or bottom Too early to call it. I am buying winners into dips. I am saving the losers to dump when we get back to the highs for this sector. Same playbook just a different sector"
X Link 2026-02-09T21:42Z 34.2K followers, [----] engagements

"@9parvin9 Also biggest bubble in all fintech"
X Link 2026-02-09T22:53Z 34.1K followers, [--] engagements

"3 days since I bought my trading positions. I will be out of the [--] tech positions today. I fear it could be just a dead cat bounce for the mania. I don't want to ride my winning trades back down"
X Link 2026-02-10T09:48Z 34.1K followers, [----] engagements

"$DDOG sold for a quick easy 18% in [--] days. Easy money"
X Link 2026-02-10T14:53Z 34.2K followers, [----] engagements

"Sold $SNOW for fast easy 15.5% gain in [--] day. I love easy money"
X Link 2026-02-10T15:06Z 34.2K followers, [----] engagements

"Sold $NET for a fast easy 7.5% in [--] days. Got [--] more to sell but I need more fomo chaser to push them up first"
X Link 2026-02-10T15:12Z 34.1K followers, [----] engagements

"Once I get these tech companies sold I can jump on biotech and sell something there into the fomo. I got [--] trading stock in that space to sell"
X Link 2026-02-10T15:19Z 34.1K followers, [----] engagements

"Fintech popping like the rest of the bubbly market. I am gonna go sell something there to take advantage of it in case this is just a dead cat bounce"
X Link 2026-02-10T15:32Z 34.1K followers, [----] engagements

"Sold $CRWD and $ZS here. They were about flat but that gets me out of the bubbly tech stocks with a great profit in just a few days. FOMO money is easy money"
X Link 2026-02-10T15:35Z 34.1K followers, [----] engagements

"Now I am bouncing between biotech app and fintech app to see who I can sell to first lol"
X Link 2026-02-10T15:36Z 34.1K followers, [----] engagements

"@TaxiBiotech I would say near fraud based on the fact this scientist had like [--] different companies that wasted billions upon billions of investor money just to go broke over and over again"
X Link 2026-02-10T16:33Z 34.1K followers, [---] engagements

"@DefinitelyJason I set up a notebook for each company and standardized how I name the imported annual reports slide decks and my reports/valuation. That make it easier for me to ask the AI to operations without constantly trying to figure out what files I am working with"
X Link 2026-02-10T20:01Z 34.1K followers, [--] engagements

"$UPST with very strong numbers and very strong guidance. The publishing the monthly numbers is huge help. I think the CEO transition will be good for them long term"
X Link 2026-02-10T21:25Z 34.2K followers, [----] engagements

"@WinnerInvestor DCF for $UPST is $49 and $SOFI is about $20 at best"
X Link 2026-02-10T21:39Z 34.1K followers, [---] engagements

"@WinnerInvestor"
X Link 2026-02-10T21:44Z 34.1K followers, [--] engagements

"Promoting $UPST to a core position. I will fill it out tomorrow"
X Link 2026-02-10T21:54Z 34.2K followers, [----] engagements

"This is newest one I did yesterday with best numbers to try to justify the price. Key AssumptionsDiscount Rate (WACC): 10% (based on cost of equity 14.9% from beta of [----] risk-free rate 4% market premium 5%; adjusted down for growth potential and weighted with low debt ratio of 7%). High-Growth Period: [--] years (20262030) with FCF growing at 25% annually (aligned with analyst revenue/EPS growth estimates of 2128% near-term tapering). Terminal Growth Rate: 4% (conservative long-term GDP + inflation proxy for a mature fintech). Shares Outstanding: [----] billion (latest data as of early 2026)."
X Link 2026-02-10T22:21Z 34.1K followers, [---] engagements

"@WinnerInvestor 4% is terminal value not growth"
X Link 2026-02-10T22:28Z 34.1K followers, [--] engagements

"@WinnerInvestor Hood is valued at 5x Sofi and all it offers is Crypto. Un oh"
X Link 2026-02-10T22:31Z 34.1K followers, [---] engagements

"@WinnerInvestor Maybe because its missing the spreeadseet in the middle"
X Link 2026-02-10T22:45Z 34.1K followers, [--] engagements

"@WinnerInvestor Its [--] years. @grok give us an intrinsic valued model for $SOFI"
X Link 2026-02-10T22:47Z 34.1K followers, [---] engagements

"@WinnerInvestor Your looking at EPS and Revenues. Valuation goes off Cash Flow"
X Link 2026-02-10T23:04Z 34.1K followers, [--] engagements

"@WinnerInvestor The one thing we wont disagree on is the fundamentals of $SOFI. I love the comments on Crypto adoption. There fees are too high though. I still opened an account with them. I want some SofiUSD just to have some"
X Link 2026-02-10T23:07Z 34.1K followers, [--] engagements

"$INTR reported this morning as part of my South America portfolio. The revenues came in a little light compared to analysts estimates. I think its a case where expectations got too high. They still reported 44.9% revenue growth. Their member were up [---] million. More than happy to buy any sell off in this one. https://twitter.com/i/web/status/2021561824823370044 https://twitter.com/i/web/status/2021561824823370044"
X Link 2026-02-11T12:27Z 34.2K followers, [----] engagements

"Another reason I am selling. Everyone is finally on the bandwagon after a massive 70% run. 🚨 This excellent 📊👇 - from Stifels @TimOpler excellent & comprehensive BioTech & Pharma market outlook shows the tremendous recovery of the sector with [----] currently on pace to become a record year for money raising in the BioTech and Pharma ecosystem - the second best https://t.co/vNFmNrYns7 🚨 This excellent 📊👇 - from Stifels @TimOpler excellent & comprehensive BioTech & Pharma market outlook shows the tremendous recovery of the sector with [----] currently on pace to become a record year for"
X Link 2026-02-11T13:29Z 34.2K followers, [----] engagements

"I still have multiple trading positions I will be looking to sell into the fomo. I wish we could get the biotech bubble to $140 already on $XBI so I could dump more into the mania. I also got a ton of fintech to sell into the fomo. The more irrationally exuberant they get the richer I will get when I sell"
X Link 2026-02-11T13:51Z 34.2K followers, [----] engagements

"I am going to go work on my courses as the fomo money is back in control of the market. I set up price alerts for where I want to sell companies. I don't mind being 100% $SGOV until this bubble pops. Downside for market is 50% to 70% when the meme money gets wrecked. Its a house of cards of leverage"
X Link 2026-02-11T14:04Z 34.2K followers, [----] engagements

"Cancelled my $UPST bid for this morning as the fomo money inflates the bubble. I am not gonna chase. I will instead flip to sell mode and look to sell trading names and anything else that didn't do well on earnings"
X Link 2026-02-11T14:11Z 34.2K followers, [----] engagements

"@MJ___92 $PGY [----] revenue guide 7.5% growth from $1.3 bil to $1.4 bil. $UPST revenue guide 40% growth from $1 billion to $1.4 billion. That is all you need to know. Profitability will follow growth"
X Link 2026-02-11T14:16Z 34.2K followers, [----] engagements

"Okay I lied. I did buy $UPST because it was down so much on the open"
X Link 2026-02-11T14:34Z 34.2K followers, [----] engagements

"I set a follow up bid for $UPST. Think it will take me a little past my 2.5% core position but I am OK with that as my value is $45"
X Link 2026-02-11T14:56Z 34.2K followers, [----] engagements

"Before I left this morning I set up [--] buys for $SOFI at $20.50 and more $UPST at $32. The Sofi bid triggered. That fills my initial 2.5% core position"
X Link 2026-02-11T17:12Z 34.2K followers, [----] engagements

"Sold out of $PGY today and took my loss on it. I have [--] companies that had amazing earnings with $SOFI $AFRM and $UPST. That is where I will focus. Out with the weak so I can buy more the the strong"
X Link 2026-02-11T17:15Z 34.2K followers, [----] engagements

"I went away for a few hours and the market tanked. I added some $INSM and $BBIO again. I still have [--] trading positions to sell into any rip"
X Link 2026-02-11T17:26Z 34.2K followers, [----] engagements

"Bought just in time for the biotech fomo money to return and bid up stocks. Got to love those momentum chasers who see a chart up 70% over the last year and think "buying this is a great idea""
X Link 2026-02-11T17:29Z 34.2K followers, [----] engagements

"FOMO money is easy money. Now I can let them run biotech back up and then I will dump at least [--] of my trading positions on them"
X Link 2026-02-11T17:49Z 34.2K followers, [----] engagements

"Debating buying $LABD or selling my bio trading positions into the fomo. Not sure but I will decide soon"
X Link 2026-02-11T19:40Z 34.2K followers, [----] engagements

"@Hap0606 @MJ___92 Absolutely"
X Link 2026-02-11T21:18Z 34.2K followers, [--] engagements

"@iaai79322 So are 90% of other Fintech companies"
X Link 2026-02-11T22:45Z 34.2K followers, [--] engagements

"@Brandon_Job23 I have always liked and recommended Archer. And been right as its up from $3 to $7 over the last few years"
X Link 2026-02-12T00:34Z 34.2K followers, [--] engagements

"I haven't had any biotechs report earnings yet but several Fintechs have. Great: $SOFI $AFRM $UPST $INTR OK: $GRAB Weak: $PGY I think $TOST is today"
X Link 2026-02-12T11:28Z 34.2K followers, [----] engagements

"Updating $BBIO valuation after good data in Achondroplasia. That give them [--] successful programs. One is commercial and the other [--] could be commercial in the next [--] years"
X Link 2026-02-12T13:46Z 34.2K followers, [----] engagements

"Bought some $AFRM & $UPST. I think that fills out my 2.5% core positions. More from here will depend on the sector"
X Link 2026-02-12T15:18Z 34.2K followers, [----] engagements

"I added a little to $ZETA $TEM $SYM $IOT and $INOD today. With the starters in $ACHR and $JOBY I bought yesterday I get to about 13.6% stock in that portfolio up from about 10% before"
X Link 2026-02-12T19:18Z 34.2K followers, [----] engagements

"Used AI to analyze the $BBIO data and compare it to others in this space. Here is what I got. Big News in Achondroplasia Treatment: How BridgeBios Oral Pill Stacks Up Against Injectables The new Phase [--] data for BridgeBios oral infigratinib just dropped and its a legitimate bestinclass contender. Heres how it compares to BioMarins Voxzogo and Ascendis TransCon CNP 👇 📈 Growth Velocity (AHV) Infigratinib (oral): +2.10 cm/yr vs placebo Highest absolute AHV ever reported in a randomized achondroplasia trial (5.96 cm/yr). Voxzogo (daily injection): +1.6 cm/yr TransCon CNP (weekly injection):"
X Link 2026-02-12T21:10Z 34.2K followers, [----] engagements

"$TOST looked good on the numbers but the [----] guidance comes in below analysts expectations. They are guiding to 20% to 22% revenue growth vs 24% expectations. I think its falls into the OK but not great list"
X Link 2026-02-12T21:17Z 34.2K followers, [----] engagements

"$SOFI trades at 1/3 the valuation of $HOOD and its a far superior company. They offer checking savings debt card credit card loans crypto and investing. Its all free too. $HOOD has investing and crypto and charges $5 per month. I don't see how anyone chooses $HOOD over $SOFI in use or investment. https://twitter.com/i/web/status/2022122607894815064 https://twitter.com/i/web/status/2022122607894815064"
X Link 2026-02-13T01:36Z 34.2K followers, [----] engagements

"@TohJah7809 Probably if it gets to $125 or so I would take it to higher level"
X Link 2026-02-13T12:45Z 34.2K followers, [---] engagements

"Here is where I stand on Fintech. Those companies like $SOFI $AFRM and $UPST which blow me away on earnings get to become core positions. Those who don't like $PGY get thrown under the bus. I could cut this down to [--] to [--] core names over time and be happy"
X Link 2026-02-13T17:13Z 34.2K followers, [---] engagements

"@trialradar All AI can be grounded. It dont see where any one is better than the other. I can use notebooklm to ground an AI model. The model is the key not that data sources. Those are easy to confirm"
X Link 2026-02-14T19:09Z 34.2K followers, [--] engagements

"#10 $MIRM: This is a newer company for me working in the rare disease space. I think they could have [--] blockbuster drugs in their pipeline. The recently bought Bluejay bio for about $630 million. I think that they grossly over paid but will have to wait and see. I tried to crunch the number to figure out what the company's value would be after the merger and got to about $90. I had to make a lot of assumptions about stock dilution. This company is on my list to be sold when the $XBI hits $130. I will gladly take my profits up there as I am not overly impressed with this buyout."
X Link 2025-12-20T12:41Z 34.2K followers, [---] engagements

"#11 $ARQT: I really like this company but they only have [--] real drug. That makes it super risky as they may never develop another successful drug. Only time will tell. I do think its undervalued. My numbers show the company is worth $51. That is why I bought them. I do have them on my list of companies to be sold when the $XBI hits $130. I would gladly take my profits there and lower my risk. https://twitter.com/i/web/status/2002359393761853750 https://twitter.com/i/web/status/2002359393761853750"
X Link 2025-12-20T12:44Z 34.2K followers, [---] engagements

"Do you realize that $CAI had 113% revenue growth YOY in Q3. Based on price to sales its trading at same valuation as $TEM. One of the reasons I bought them for my AI portfolio. They are both using Genomics data and AI to drive innovation in healthcare and drug development"
X Link 2026-01-13T12:38Z 34.2K followers, [----] engagements

"I have [--] companies in my Tech portfolio using AI in healthcare with $TEM and $CAI. They are in there with other innovators driving AI application. I went over both calls yesterday from JPM. Then I ran a head to head comparison through the AI. I came way thinking I liked $TEM better as they seem to be using AI more with their huge data set. Interestingly the AI runs both liked $CAI better on the financials and value. I think they are both great choices. I just know its going to take much longer for me to figure out which is the best of breed company in this space. If they both turn out to be"
X Link 2026-01-14T13:45Z 34.2K followers, [----] engagements

"The AI Healthcare Battle Royal: There are [--] companies I really love deploying AI applications in Healthcare with $TEM and $CAI. Both of these companies are in the diagnostics space. I bought both of them and spent a ton of time doing deep dives to include their JPM presentations. Both take in diagnostics data for analysis and diagnosis build data bases and use Machine Learning to mine that data for application in the drug discovery space by licensing data access to biotech companies. I chose to pick $TEMS over $CAI for a couple of reasons. I think they are using AI more completely and deeply"
X Link 2026-01-16T17:45Z 34.2K followers, [----] engagements

"@KT77678594 Most Fintech are if you avoid the bubbly cult stocks. I bought some $CHYM $KLAR $ROOT $FOUR & $PGY. I think $TOST & $UPST are good value. $SE & $GRAB in Asia are cheap. $MELI $NU & $DLO from LatAm look fairly valued"
X Link 2026-01-20T21:25Z 34.2K followers, [---] engagements

"I was hoping to be down to my Top [--] by now with biotech. It still didn't take too long for me to go over all my company's and check for any updates since the JPM call. Nothing I didn't already know from press releases. I still need to see earnings from $BBIO to get all the details on their debt for my valuation. https://twitter.com/i/web/status/2015037696821919975 https://twitter.com/i/web/status/2015037696821919975"
X Link 2026-01-24T12:23Z 34.2K followers, [----] engagements

"If I include all my Fintech companies to include South America and Asia I think I am now following about [--] Fintech companies. They are: $SOFI Neobank US $CHYM Neobank US $NU Neobank South America $AFRM BNPL US $KLAR BNPL mostly Europe $LMND Insurtech P&C $ROOT Insurtech Auto $LIFE Insurtech Life $FOUR POS global $TOST POS restaurant $PGY Creditech $UPST Creditech $MELI Marketplace South America $SE Marketplace Asia $GRAB Delivery Asia $FUTU Investing Asia and global $DLO Payments South America I got one more I plan to get into Monday. https://twitter.com/i/web/status/2015092270362698031"
X Link 2026-01-24T16:00Z 34.2K followers, [----] engagements

"@slk349390919 $SOFI $13.50 $CHYM $40 $AFRM $50 $KLAR $40 $SEZL $70 $LMND $50 $ROOT $120 $FOUR $110 $TOST $35 $PGY $40 $UPST $45"
X Link 2026-01-26T11:00Z 34.2K followers, [---] engagements

"I nibbled some $INSM & $BBIO as I would still like to get them to 7% positions as my Top [--] positions"
X Link 2026-01-28T15:10Z 34.2K followers, [----] engagements

"Here is where I stand on Biotech. I nibbled some $INSM and $BBIO. Once they are 7% I am done any buying until the bubble pops. I may do some trades in hot names for easy trading but nothing serious until the froth breaks. If we go higher I buy back $LABD around $XBI $130"
X Link 2026-01-30T15:22Z 34.2K followers, [----] engagements

"Updating my Biotech a second time today. Since we got below $125 on $XBI I wanted to get my stocks to 45% weighting. I nibbled more $INSM and $BBIO to get those 7% positions. Then I added some $IMNM and $XENE back as starter positions. I sold my $BND which caused all my position to increase in size. This is where I will end this week. https://twitter.com/i/web/status/2017325857040220184 https://twitter.com/i/web/status/2017325857040220184"
X Link 2026-01-30T19:55Z 34.2K followers, [----] engagements

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