@Michigan_Value Avatar @Michigan_Value Michigan Value Investor

Michigan Value Investor posts on X about $hrow, $ionq, cvs, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 92.73% stocks 18.18% technology brands 2.73% countries 1.82% exchanges 0.91%

Social topic influence $hrow #2, $ionq 10%, cvs #74, business 7.27%, ceo 7.27%, insurance #588, in the 5.45%, company 5.45%, trx #242, $1b 3.64%

Top accounts mentioned or mentioned by @avgvalueinvest @valueman53997 @stefano47271344 @genejchan @mythicalconan @oppenheimer @commonsenseplay @app_hyd @colby17201470 @chrisolin @themateuszcaban @mitchmartan98 @realdonaldtrump @charlesschwab @dorb2sq @quantumdom @quantumbullhq @stocksavvyshay @genechan @iewney

Top assets mentioned IonQ, Inc. (IONQ) CVS Health Corp (CVS) Rigetti Computing, Inc. Common Stock (RGTI) Joby Aviation, Inc. (JOBY) Bausch & Lomb Corp (BLCO) Iris Energy Limited (IREN) SkyWater Technology, Inc. (SKYT) Amazon.com, Inc. (AMZN)

Top Social Posts

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

"TRx has not inflected yet. This is as expected since Q1 is seasonally weak as insurance deductible resets on Jan [--] force many existing patients to churn away from their preferred meds. Q1 seasonal weakness is being offset by the ramp in NRx leaving TRx flat:"
X Link 2026-02-06T17:11Z [----] followers, [---] engagements

"$HROW Vevye Bloomberg NRx data showing early impact from CVS coverage win Vevye taking share from Xiidra Miebo"
X Link 2026-02-11T15:04Z [----] followers, [----] engagements

"A sign of things to come. Vevye has the highest patient retention in the DED space for patients covered by insurance so these new prescriptions will build into ongoing prescriptions over time. Vevye ASP heading much higher too as patient population increasingly insured"
X Link 2026-02-11T15:04Z [----] followers, [---] engagements

"$HROW Vevye IQVIA data. Missing 1/3 of NRx starting April [--] but IQVIA still has it ticking higher"
X Link 2025-05-31T18:39Z [----] followers, [----] engagements

"$CPH.TO $CPHRF price up post Q2 [----] earnings teaches us about the mostly() retail shareholder base. Natroba revenue way up. entirely due to seasonality. Q4 & Q1 seasonally weak. Cipher=cheap but trades irrationally. Just saying"
X Link 2025-09-01T13:54Z [----] followers, [----] engagements

"$HROW Melt 8k: $4M up front $87M (2027) FDA approval 1.1M HROW shares Pass-thru + J-code up to $261M Melt hitting $1B+ annual revenue. No royalty. Melt = obvious blockbuster good deal for both companies https://www.harrow.com/node/13826/html https://www.harrow.com/node/13826/html"
X Link 2025-09-26T11:50Z [----] followers, [----] engagements

"$HROW Vevye Bloomberg data. Anyone expecting a big immediate increase due to switching from $BLCO's Xiidra was dead wrong. Beware Stocktwit morons 🤣"
X Link 2026-01-24T16:23Z [----] followers, [----] engagements

"$IONQ management IQ in doubt buys $SKYT $900M cash + worthless IONQ stock. Business model=dump shares into bubble. Cash was $3.5B proforma now $2.5b burn=$150M/Q. M&A only good if all stock and A) pumps stock & they dump more into the bubble or B) target generates cash. Ouch"
X Link 2026-01-27T11:45Z [----] followers, [----] engagements

"$RGTI is literally worth almost nothing. Even the cash on the balance sheet they will just burn that slowly over time. Smart investors including RGTI's CEO knew that and cashed out already. Not too late to dump it for a lot more than it's worth though"
X Link 2026-01-30T15:42Z [----] followers, [----] engagements

"@genejchan "only" 🤣 And how much should a ponzi scheme run by a lying CEO who dumps shares trade for $RGTI CEO isn't lying. He owns zero shares. Now that's honest. $IONQ CEO is still trying to play us but the end game is close to zero. Hope you do ok buddy"
X Link 2026-01-30T21:52Z [----] followers, [---] engagements

"Huge PR 2/2 $HROW 2026=HUGE year leverage heading 1x EBITDA margins & FCF soaring revenue CAGR =50%+ 10x '26 FCF. New target for SBC mgmt bonus=$230M branded revenue quarter ($250M/q total revenue)"
X Link 2026-02-03T15:16Z [----] followers, [----] engagements

"$HROW New Chief Commercial Officer Pat Sullivan "enthusiastically agreed to. PSUs vest upon achieving. $230 million in branded revenue in a calendar quarter." = $250M total revenue $1B run rate. HUGE. HROW will destroy estimates if they succeed. https://twitter.com/i/web/status/2019078658225275371 https://twitter.com/i/web/status/2019078658225275371"
X Link 2026-02-04T16:00Z [----] followers, [----] engagements

"Full yr '25 $275M '26 BTIG $378M LakeStreet [---] Blair [---]. Q4 '27 guidance=$250M. Sullivan=tiny $425k salary obv expects to earn his bonus. New hire insider with more info than we have agreed to these terms=huge vote of confidence"
X Link 2026-02-04T16:00Z [----] followers, [---] engagements

"$HROW [--] Vevye reps vs [---] Miebo; Vevye NRx=58% Miebo.HROW hiring [--] new Vevye reps 1H '26. MVI doing some math. differential equations unstable until we have a quantum computer. pretty sure if the new reps do as well as the old reps that works out to 116% 😆"
X Link 2026-02-04T22:29Z [----] followers, [----] engagements

"$IONQ announcing huge quantum beanstalk technology roadmap: "Beanstalk above cloud level enables golden egg laying goose retrieval but ONLY with IONQ technology. Seriously this time we're not lying." Speculation: IONQ acquires $JOBY for flying car/beanstalk synergy"
X Link 2026-02-04T22:46Z [----] followers, [---] engagements

"July [--] '25 $IONQ CEO de Masi told retail investors that IONQ would be worth $200B to $4T=up 20x-400x in a few years. The next day he sold$100M share himself personally benefitting. Is it any wonder that the quantum fraud with the most pump has the highest market cap https://twitter.com/i/web/status/2019396514934591646 https://twitter.com/i/web/status/2019396514934591646"
X Link 2026-02-05T13:03Z [----] followers, [----] engagements

"@Colby17201470 I'm being a little loose with my language here. $IONQ is a fraud $IREN is an absurdly overpriced sham. Does that help"
X Link 2026-02-05T19:54Z [----] followers, [---] engagements

"$AMZN [----] full year: cash from operations $140B less $20B SBC less $132B CAPEX= FCF minus $12B. [----] CAPEX guidance=$200B. Ouch. https://twitter.com/i/web/status/2019533560265212387 https://twitter.com/i/web/status/2019533560265212387"
X Link 2026-02-05T22:08Z [----] followers, [---] engagements

"@avgvalueinvest I have no fear uncertainty or doubt. I'm just right on the facts with no doubts at all. You know the founder of $IONQ left the company and said all the things I said and they paid him off to be quiet right Did you know that You can find his old talks"
X Link 2026-02-06T00:13Z [----] followers, [---] engagements

"Note that Vevye has [--] sales reps vs [---] for Xiidra and Miebo and the latter benefits from an expensive national ad campaign. Note also that CVS NRx=insured=high ASP. $HROW doubling Vevye sales team [---] reps by memorial day. But none of that is in this data yet"
X Link 2026-02-06T17:11Z [----] followers, [---] engagements

"@MythicalConan sadly no they were not. Instead it was us right here good ol' MVI and pals. It would have been great if the huge TRx inflection they predicted had been right but if it is it certainly isn't in Bloomberg data"
X Link 2026-02-09T01:48Z [----] followers, [--] engagements

"$HROW FCF/share: $1 in [----] $4 in [----] (and zero net debt) $10 in [----] and growing from there. Stock is at $53. Any questions"
X Link 2026-01-05T19:21Z [----] followers, 28.4K engagements

"$HROW January Bloomberg Vevye data showing huge NRx share gains vs Xiidra and Miebo consistent with the bulls' most optimistic scenarios for [----]. Likely reason is the CVS win. Caution: one month does not a year make But this data is very very good well ahead of my model"
X Link 2026-02-06T17:11Z [----] followers, [----] engagements

"In short Vevye NRx is up 25% from the December level even as Miebo and Xiidra are down more than 10% despite the vast disparity in the size of the sales force and total lack of national ad spending. Vevye is clearly winning and as new reps are onboarded the pace may even increase"
X Link 2026-02-06T17:11Z [----] followers, [---] engagements

"$HROW business is booming. Hiring [---] new reps - huge for tiny company - aligned with stock ownership "We believe in ownership. Every team member should share in the value. last five years. stock up. 740%. even more excited. for the next five years.""
X Link 2026-02-10T17:19Z [----] followers, [----] engagements

"This is the right kind of recruiting. Elsewhere in pharma there are layoffs. At $HROW growth is up & right and reps are aligned with stock. Up 8x+ last [--] years another 8x coming share based comp=awesome. Look for them to hire amazing motivated aligned reps"
X Link 2026-02-10T17:19Z [----] followers, [---] engagements

"Oh and by the way the stock is up 740% over the past [--] years. $HROW is doing something right"
X Link 2026-02-10T17:19Z [----] followers, [---] engagements

"Vevye=best DED drug $HROW innovative competing vs much larger competitor. Xiidra/Miebo [---] reps expensive national DTC Miebo ad campaign. Vevye zero ad budget [--] reps (heading for 100). Still 12% total DED market share & 26% new Rx share of these [--] drugs. Momentum=obvious"
X Link 2026-02-11T15:04Z [----] followers, [----] engagements

"$HROW Huge news market missed it. [----] catalyst. Regeneron/Samsung-Bioepis settlement=unexpected early OPUVIZ launch Jan '27. Eylea biosimilar comp is '25 Pavblu Q1-Q4 $99M130213258. Pavblu first yr $700M HROW whole company '25 $275M https://www.samsungbioepis.com/en/newsroom/newsroomView.doidx=536&currentPage=1 https://www.samsungbioepis.com/en/newsroom/newsroomView.doidx=536&currentPage=1"
X Link 2026-02-12T18:29Z [----] followers, [----] engagements

""PAVBLU (aflibercept-ayyh) generated $258 million of sales in the fourth quarter and $700 million for the full year" https://www.amgen.com/newsroom/press-releases/2026/02/amgen-reports-fourth-quarter-and-full-year-2025-financial-results https://www.amgen.com/newsroom/press-releases/2026/02/amgen-reports-fourth-quarter-and-full-year-2025-financial-results"
X Link 2026-02-12T18:38Z [----] followers, [---] engagements

"$HROW New Vevye data from Bloomberg are out. Just saying"
X Link 2026-02-13T12:51Z [----] followers, [----] engagements

"$HROW ok one more tease. Bloomberg Vevye data are out today. TRx and NRx are both at their all time high even though Q1 is seasonally weak"
X Link 2026-02-13T16:08Z [----] followers, [----] engagements

"$HROW Vevye NRx huge uptick bc Jan [--] '26 move to Tier [--] coverage at CVS; should also drive ASP higher. [--] week TRx also all time high despite Q1 seasonal weakness; DED branded down more than 20% seasonally from Q4. TRx=good NRx=even better. LFG"
X Link 2026-02-14T15:25Z [----] followers, [----] engagements

"what's more it's sequentially higher each week like"
X Link 2026-02-14T15:25Z [----] followers, [---] engagements

"$HROW Vevye chart: 1) branded DED category 22% CAGR; 2) Q1 seasonal weakness; 3) Vevye market share ramping. Not on chart: CVS win=ASP also heading higher. No data yet"
X Link 2026-02-15T15:02Z [----] followers, [----] engagements

"Results so far with [--] reps/zero ad spend (compare to [---] reps for comps and huge ad budget) and crappy insurance coverage. CVS win January '26=insurance now good= share inflection & higher ASP. Hiring 2x: June '26 [---] reps=Q3 inflection"
X Link 2026-02-15T15:02Z [----] followers, [---] engagements

"CVS largest PBM in the US Jan '26 Vevye now Tier [--] displaced Xiidra. Huge ramp in new prescriptions NRx already visible=TRx ramp is coming"
X Link 2026-02-15T15:02Z [----] followers, [---] engagements

"NRx from CVS have Tier [--] insurance=extremely sticky; good insurance + good drug=minimal churn. ASP also good. Q3 '25 average selling price (ASP) was $150 bc it includes lots of uninsured at $59. Competitors ASP $250+. Vevye has never had Tier [--] coverage before. This is a big deal"
X Link 2026-02-15T15:02Z [----] followers, [---] engagements

"$HROW Vevye ramped to 12% share despite tiny salesforce/poor insurance coverage/zero ad budget bc Vevye=best drug. Obviously. Now: Jan '26 Tier [--] coverage June 2x salesforce more coming. Bottom line: Vevye 12% share & ramping hard in a 22% CAGR category; Tier [--] insurance=ASP tailwind. https://twitter.com/i/web/status/2023050232208994440 https://twitter.com/i/web/status/2023050232208994440"
X Link 2026-02-15T15:02Z [----] followers, [---] engagements

"$ETON long post. Fun fact cofounded by $HROW CEO. Business model: buy tiny orphan drugs from giant pharma that can't give them needed attention. ETON specializes in these and is small enough so they matter. Beat and raise Q2 [----] same as always revenue up 108% YOY"
X Link 2025-08-08T14:40Z [----] followers, [----] engagements

"$HROW Bloomberg data for July: Vevye up 10% over June the previous ATH month. Iheezo up 25% over May the previous ATH non-end of q month (Iheezo seasonally strong end of q). Triesence up 50% over June the previous ATH month"
X Link 2025-08-08T16:43Z [----] followers, 15.5K engagements

"$HROW epic results. EBITDA margin hit 26.7% in Q2 up from 20% in [----]. EBITDA in 2H [----] $75M EBITDA margin 35% in 2H. Full year revenue $310M up 55% from [----]. [----] revenue $500M EBITDA margins rising"
X Link 2025-08-12T13:37Z [----] followers, [----] engagements

"$HROW short term we get: third party data which will be excellent; a refi; the first ever investor day; in [--] months they report Q3 earnings growth will be epic EBITDA even more so. No way it doesn't go way up even short term if they deliver EBITDA like they should"
X Link 2025-08-12T15:13Z [----] followers, [----] engagements

"$HROW EBITDA margin update including guided lower SG&A and new drugs plus huge increase in Iheezo trajectory:"
X Link 2025-08-12T18:15Z [----] followers, [----] engagements

"The market is dumb. $HROW opened down 12% on a great earnings call and [--] hours later it's up 22%. Understand the company = know it should go up. Understand the market is dumb = confidence to act. Both = made a ton of money over the past [--] hours"
X Link 2025-08-13T14:42Z [----] followers, [----] engagements

"Long post on why $HROW hits $100 shortly after Q4 [----] earnings if not sooner: 1) Refi will be old news. Leverage sub 2x trailing and sub 1x forward and zero net leverage by YE [----]. 2) Huge Q4 revenue and EBITDA with revenue over $100M and EBITDA margin of 40% in Q4"
X Link 2025-08-15T18:54Z [----] followers, 15.6K engagements

"$HROW Triesence aka 3e recent DM: "re 3e. I did many interviews over the last two years with Ophthalmologists across the US and one who worked for the Cleveland Clinic in Spain.to a person ALL said they would return to using 3e when available and reimbursed.""
X Link 2025-08-17T16:25Z [----] followers, [----] engagements

"$HROW biosimilars BYOOVIZ/Lucentis & OPUVIZ/Eylea maybe better than I thought. Pavblu $500M run rate 3rd quarter post launch. OpuvizPavblu. Byooviz launch 1H [----] Opuviz date not announced yet. each 1% market share = $80M revenue. HROW [----] revenue $199M"
X Link 2025-08-19T18:01Z [----] followers, [----] engagements

"$CPH.TO $CPHRF pharma distribution model EBITDA margin50% & Natroba isn't even fully scaled yet so heading higher. $HROW also pharma distribution and scaling fast EBITDA also margin heading over 50%. Just saying"
X Link 2025-08-31T12:05Z [----] followers, [----] engagements

"$CPH.TO $CPHRF correction retail only 40% of the float. Price up post Q2 [----] earnings teaches about the non-insider shareholder base. Natroba revenue up entirely due to seasonality. Price up on seasonality is classic sign of uninformed shareholders. It is what it is"
X Link 2025-09-01T15:20Z [----] followers, [----] engagements

"$BLCO isn't even trying to be well run and has as much insight into what makes sense in their markets as buying Xiidra and passing on $HROW's Vevye indicates. Miebo was likely an accident and in any case was not bought by the current CEO. Management matters"
X Link 2025-09-04T14:32Z [----] followers, [----] engagements

"$HROW Q3 $23M each Vevye Iheezo $10M Other Specialty $22M from Immy = $78M Q3 YTD $190M. Q4 $30M Vevye $40M Iheezo (seasonally strong Q) 3e traction = Other Specialty $15M $22M again on Immy. = $107M [----] = $297M. EBITDA margin 30% in 2H [----] EBITDA $70M+"
X Link 2025-09-04T23:11Z [----] followers, [----] engagements

"$HROW refinancing debt and acquiring Melt today. There was never any doubt they would refi and acquire Melt ophthalmic but acquiring all of Melt is just great news. Huge potential for this drug clear $1B+ revenue expectations in the 2030's"
X Link 2025-09-08T12:24Z [----] followers, 10.8K engagements

"$HROW new revolver is SOFR+175 with a stodgy bank. Old revolver with Oaktree was SOFR+650. Bonds just issued at 8.65% issue was 2x oversubscribed"
X Link 2025-09-09T04:49Z [----] followers, [----] engagements

"$HROW biosimilars: Iheezo synergies = lowest cost structure. Competitors are generics companies not eyecare companies don't understand buy-and-bill market. Likely run rate revenue $500M inside [--] months of launch. Investors don't know this yet. You're welcome"
X Link 2025-09-11T22:11Z [----] followers, [----] engagements

"$HROW August Vevye Bloomberg this morning up 15% from July. Is 15% month over month considered good BBG Vevye data = high quality Q2 total was spot on. This is probably real"
X Link 2025-09-12T15:37Z [----] followers, [----] engagements

"$HROW Vevye launched [--] months after Miebo with [--] reps now [--] & no marketing budget. Miebo/Xiidra: [---] reps bribes influencers runs TV ads loses money. Vevye standing up new production to meet demand. Supply in hand = hire more reps. 3x reps = 3x growth rate"
X Link 2025-09-13T18:08Z [----] followers, [----] engagements

"11am today BTIG (lead br $HROW bond) Best Ideas [--] institutionals:"powerful salesforce infrastructure built over years from its compounding business. layering in.drugs that HROW can make $ on but others can't and that is making them the acquiror of choice in the industry.""
X Link 2025-09-15T15:54Z [----] followers, [----] engagements

"$HROW "now has most of the best drugs.and you can't recreate that. what they are doing looks obvious with the benefit of hindsight but that doesn't mean you can recreate it now. story is off to the races.this is not a binary biotech idea""
X Link 2025-09-15T15:54Z [----] followers, [----] engagements

"$HROW updated EBITDA forecast. Fun fact almost exactly 100% EBITDA CAGR since [----] including roughly 100% in [----] and [----]. It's not slowing down. Not yet. Someday it will"
X Link 2025-09-15T18:48Z [----] followers, [----] engagements

"Drug distribution is such a good business in fact that even idiot CEOs can run them do lots of stupid things throw away shareholder money succeed at being good at office politics and they keep their jobs. Just like newspapers and broadcasters"
X Link 2025-09-19T14:53Z [----] followers, [---] engagements

"But a great CEO like Tom Murphy at Cap Cities or Perry Sook at $NXST Truly incredible outcomes. $HROW is just killing it. Management matters. Compare to $BLCO CEO who passed on Vevye so he could pay almost $2B for Xiidra"
X Link 2025-09-19T14:53Z [----] followers, [---] engagements

"$HROW just upgraded to Deloitte. Low rate revolver with a major fuddy duddy bank big [--] accountant bonds at 8.625% covered by [--] sell side firms - latest is BTIG - consensus price target $65 former board member (thru Jan 2025) is now FDA commissioner. Classic shitco 🤣"
X Link 2025-09-20T21:33Z [----] followers, [----] engagements

"$HROW investor day this Friday 9/26/25 11:30AM EST Most recent Bloomberg data: Iheezo up 31.7% Vevye up 39.7% 3e up 104% first two months of Q3 [----] vs Q2 [----] https://www.harrow.com/events/event-details/harrow-inc-investor-analyst-day https://www.harrow.com/events/event-details/harrow-inc-investor-analyst-day"
X Link 2025-09-23T14:48Z [----] followers, [----] engagements

"$HROW Voting machine: av. yearly high=3.2x low = [----] high=$71. Weighing machine: annual high & low CAGR 35%+ since [----] roughly tracks 40% revenue CAGR & rising EBITDA margin"
X Link 2025-09-25T15:06Z [----] followers, [----] engagements

"$HROW Harrow Access For All. Overcomes PBM barriers so doctors can pick best drugs for patients. Builds on epic single drug (Vevye) success +66% in a quarter. Trump FDA wants PBMs bypassed; not a coincidence HROW board member=FDA commissioner https://www.harrow.com/news-releases/news-release-details/harrow-launches-harrow-access-all-hafa https://www.harrow.com/news-releases/news-release-details/harrow-launches-harrow-access-all-hafa"
X Link 2025-09-25T20:33Z [----] followers, [----] engagements

"@ChrisOlin @themateuszcaban @MitchMartan98 It's Brent Saunders CEO of $BLCO and the reason is that he passed on buying Vevye for $8M so he could spend $1.75B buying Xiidra instead. What a frickin' ham sandwich that guy is"
X Link 2025-09-26T00:17Z [----] followers, [---] engagements

"$HROW ho hum nothing to see here"
X Link 2025-09-26T15:49Z [----] followers, [----] engagements

"$HROW Vevye. is this considered good growth in market share Asking for a friend"
X Link 2025-09-26T16:26Z [----] followers, [----] engagements

"$HROW Iheezo data from Bloomberg. Note the seasonality Q4 to Q1 and that month [--] of a quarter averages 61% above the average of months one and two. Adjusting for seasonality CAGR is 100%. Is a 100% CAGR considered good"
X Link 2025-09-28T20:06Z [----] followers, [----] engagements

"$HROW note from Cantor "This is the type of team that makes you terrified to underestimate them.""
X Link 2025-09-29T14:22Z [----] followers, [----] engagements

"$HROW sell side doing what it does. Lake Street raising target from $42 to $70. HROW prolly hits $75 soon and they raise their target to $100 🤣"
X Link 2025-09-29T16:19Z [----] followers, [----] engagements

"@realDonaldTrump made some important pharma announcements this morning. Recent $HROW board member Dr Marty Makary heads Trump's FDA. Anyone who thinks HROW isn't prepared for new regulatory developments needs to reconcile these two facts"
X Link 2025-09-30T18:25Z [----] followers, [----] engagements

"$HROW Melt milestone payment schedule gives us a sense for what management is expecting"
X Link 2025-10-01T14:20Z [----] followers, [----] engagements

"$HROW initial $250M/quarter Q4 [----] guidance was pre-biosimilars and has not been raised. This "Marks" a huge improvement in how the company does guidance; from probably being able to hit if nothing goes wrong to blowing past if nothing goes wrong & meeting if something does"
X Link 2025-10-02T17:13Z [----] followers, [----] engagements

"$HROW conservative guidance strategy began [--] yrs ago. Investors persuaded them late '23; reflected in '24 guide. Also took advice re/ "at least" guidance. '24/'25 "at least" $180M/$280M. CEO gets it now. He has for [--] yrs. This will become obvious to everyone"
X Link 2025-10-05T00:20Z [----] followers, [----] engagements

"$HROW a lot of movement today based on a filing from August [--] [----] from the State of CA against ImprimisRx. Likely they had to fire Saharek bc of this. Very mild stuff unlikely to lead to an impairment even of Immy let alone HROW https://search.dca.ca.gov/details/7200/NSF/133/fb8184bf30c86bcb8581a222def0773d https://search.dca.ca.gov/details/7200/NSF/133/fb8184bf30c86bcb8581a222def0773d"
X Link 2025-10-08T19:24Z [----] followers, [----] engagements

"$HROW IR is contacting investors. Turns out nothing material has occurred. Mgmt was confused about the share price until investors explained the latest conspiracy theory. Now that they know they are correcting the record. Who could have seen that coming Who 😂🤣"
X Link 2025-10-09T17:02Z [----] followers, [----] engagements

"$HROW down 26% bc of a wild conspiracy theory on CA regulators affecting their compounding business. Recent note from sell side claims 1) settlement likely; and 2) less than 1% of revenue at risk. You can't make this stuff up 🤣🤣🤣"
X Link 2025-10-14T19:19Z [----] followers, 11.5K engagements

"$HROW got a full article out inside my service ahead of earnings keeping my thoughts there for now. Those guys pay me so it's only fair"
X Link 2025-10-28T13:39Z [----] followers, [----] engagements

"Just want to go on record that this seems like outrageous behavior on the part of @oppenheimer. They let a retail investor buy a stock but won't sell it for him. Do these guys have a duty to the public I guess maybe they don't think they do $PHIG"
X Link 2025-10-31T15:29Z [----] followers, [----] engagements

"Follow up @CharlesSchwab took the transfer - most brokers won't do that for a small investor - and will handle selling $PHIG for him. @oppenheimer should be ashamed for this bad behavior and deserve trouble with regulators for it. But Schwab are the good guys on this one"
X Link 2025-11-01T22:33Z [----] followers, [---] engagements

"$QURE Bipartisan letter from the Senate on rare diseases. Huntington's lobby getting some quick action Odds the FDA reverses their idiotic decision rising https://www.aging.senate.gov/press-releases/chairman-rick-scott-ranking-member-gillibrand-send-letter-to-fda-commissioner-ahead-of-aging-hearing-on-rare-disease-treatment-authorization https://www.aging.senate.gov/press-releases/chairman-rick-scott-ranking-member-gillibrand-send-letter-to-fda-commissioner-ahead-of-aging-hearing-on-rare-disease-treatment-authorization"
X Link 2025-11-06T02:15Z [----] followers, 14K engagements

"$HROW October Bloomberg data: Vevye up 33% QonQ October over July and 20% over September. Is 33% QonQ and 20% monthly considered good Asking for a friend. Bloomberg Iheezo data is unreliable but FWIW it's up 8% QonQ and 40% YOY. Caveat emptor on that one"
X Link 2025-11-07T20:21Z [----] followers, 12.4K engagements

"$HROW Melt acquisition just closed. Interesting commentary on Melt-210 though Melt-300 a clear $1B+ drug will be the big driver imho. https://www.harrow.com/news-releases/news-release-details/harrow-announces-closing-acquisition-melt-pharmaceuticals https://www.harrow.com/news-releases/news-release-details/harrow-announces-closing-acquisition-melt-pharmaceuticals"
X Link 2025-11-18T12:31Z [----] followers, [----] engagements

"By Jan [----] two vastly better drugs are available Miebo & Vevye. Work better faster limited side effects. DED market growing at 28% CAGR as patients return and try new drugs and many of them benefit. [----] US DED market $6B at this pace"
X Link 2025-12-05T15:41Z [----] followers, [---] engagements

"$HROW's Vevye is the best drug. It does everything $BLCO's Miebo does & also treats inflammation which presents in almost all DED cases. Both are good drugs poor but improving insurance coverage. Coverage takes time but improves with share"
X Link 2025-12-05T15:41Z [----] followers, [---] engagements

"@dorb2sQ And what makes you think it was broad based $XBI a $SBIO were both up but maybe you have something else in mind"
X Link 2026-01-10T18:37Z [----] followers, [---] engagements

"Celsius is so dumb. Who cares what number water boils at right Fahrenheit: Zero is really frickin cold [---] is really frickin hot for you know humans. It's a scale that's relevant. Celsius. zero outdoors means look out for sleet [---] means a meteor just wiped out Earth. I'll grant that people actually experience sleet and one does need to remember that [--] is when sleet can happen in Fahrenheit. https://twitter.com/i/web/status/2015832028000686251 https://twitter.com/i/web/status/2015832028000686251"
X Link 2026-01-26T16:59Z [----] followers, [---] engagements

"@Valueman53997 As an actual for real scientist I assure you that the Kelvin scale is used. Celsius is very very dumb for science. But yes for that purpose so is Fahrenheit I agree"
X Link 2026-01-27T19:24Z [----] followers, [--] engagements

"The quantum frauds are the most fun. The [--] public companies $IONQ $RGTI $QBTS $QUBT are literally the worst quantum computing companies out there. Of the pure plays Quantinuum and Infleqtion are clearly better as are the segments inside IBM and Google. IONQ is the best of the publics but also the most expensive and is in fifth place in the space in terms of actual capabilities. And probably none of them should have a positive market cap. They are competing for a share of a relatively small market that will likely develop in something like [--] years with limited real world applications AND is"
X Link 2026-01-29T15:38Z [----] followers, [---] engagements

""Short the frauds" is still mixed for me more green than red but not by much:"
X Link 2026-01-29T15:39Z [----] followers, [---] engagements

"@commonsenseplay I'm short $JOBY bc it's flying cars. What's your reason"
X Link 2026-01-29T18:00Z [----] followers, [---] engagements

"It's been a long time since I have shorted anything meaningfully. It's just a losers game most of the time. But there are times when it makes sense. At the top of an obvious bubble. That's when it makes sense. I defy anyone to rationally look at [----] - as an aside read the book by Andrew Ross Sorkin - and conclude other than it was a bubble that should have been obvious even to everyone at the time. Everyone rational. Normies who delude themselves through the psychology of human misjudgment would and did fail. But no one rational. A small group of people to be sure. Munger's Psychology of"
X Link 2026-01-30T15:38Z [----] followers, [----] engagements

"Some really interesting data on $HROW just posted this morning but I am saving it for my pay service https://seekingalpha.com/mp/1414-concentrated-value-with-mvi/articles https://seekingalpha.com/mp/1414-concentrated-value-with-mvi/articles"
X Link 2026-01-30T18:55Z [----] followers, [----] engagements

"@commonsenseplay @QuantumDom @QuantumBullHQ @StockSavvyShay @genechan @iewney @ShawnKwon11 @c33k732 @jrouldz no doubt they are all in on Silver"
X Link 2026-01-30T19:16Z [----] followers, [---] engagements

"@Valueman53997 That's called being wrong"
X Link 2026-01-31T19:58Z [----] followers, [--] engagements

"@Stefano47271344 Hate to break it to you but you are the normies. $IONQ is maybe the 5th best quantum company and what they are competing for is a small market [--] years from now with high capex and low margins. Hope you come through this ok"
X Link 2026-01-31T21:02Z [----] followers, [---] engagements

"@Valueman53997 Duh. I have the timing right"
X Link 2026-02-01T01:09Z [----] followers, [--] engagements

"@Stefano47271344 I am an actual for real scientist and personally know people working on quantum computing going back [--] years. You normies are super confused. I am not trying to be mean. Hope you come through this ok"
X Link 2026-02-01T12:14Z [----] followers, [--] engagements

"@Stefano47271344 they're telling the truth. the quantum computing businesses do suck. $IONQ is lying. It's business sucks even more. This is why it's a fraud. But don't worry about management. They are dumping shares like crazy and will be rich enough to move to Russia or something ;-)"
X Link 2026-02-02T01:28Z [----] followers, [---] engagements

"Here's the PR https://www.harrow.com/news-releases/news-release-details/harrow-reaffirms-2025-full-year-revenue-guidance-270-280-million https://www.harrow.com/news-releases/news-release-details/harrow-reaffirms-2025-full-year-revenue-guidance-270-280-million"
X Link 2026-02-03T15:16Z [----] followers, [---] engagements

"@Cat_States well you get that PQC stuff is bs but do you see the rest of it is too I could point out: where there's smoke there's fire; when you see one cockroach there's not just one; actual scientists like Scott Aaronson will try to talk you down. but do you "get" that"
X Link 2026-02-03T22:33Z [----] followers, [--] engagements

"@genejchan nah it's [----] all over again. hype and frauds and 50% correction. worse for frauds like $IONQ and the other quantum magic beanstalk companies. but not just them. $JOBY is "flying cars" ffs 🤣"
X Link 2026-02-03T22:51Z [----] followers, [---] engagements

"This is so much fun. I have a mostly long portfolio but index puts (bottom) on QQQ and SPY and then on top I show all the frauds I am short. Yes $IREN and $IONQ are on there. I really do enjoy my work"
X Link 2026-02-05T19:34Z [----] followers, [----] engagements

"To make matters worse $GOOG CAPEX guidance is also $200B. The race to the bottom has begun. What used to be low CAPEX quasi monopoly is now ultra high CAPEX competitive businesses. Moats have been replaced by CAPEX. This will not end well"
X Link 2026-02-05T22:08Z [----] followers, [---] engagements

"Megatechs are in a race to the bottom. Used to have massive moats and modest CAPEX. This has reversed. Massive CAPEX modest moats. $QQQ may implode. 2000-2002 NASDAQ down 78%. History doesn't repeat but it does rhyme"
X Link 2026-02-05T22:22Z [----] followers, [---] engagements

"@avgvalueinvest MVI=physicist ur not. $IONQ=lying tech doesn't do what they say. Business model=De Masi pump fool newbs dump $3B. I'm not going to explain physics too hard 4u. Scott Aaronson does good job look for his interview with "quantum bull". Ur welcome"
X Link 2026-02-06T00:00Z [----] followers, [---] engagements

"@avgvalueinvest yeah they hired him. he's on the payroll now. look at his talks before they did that"
X Link 2026-02-06T00:15Z [----] followers, [--] engagements

"$HROW Bloomberg Q3 [----] data out today: Iheezo up 31.7% Vevye up 39.7% That's Q on Q Q3 [----] over Q2 2025"
X Link 2025-09-12T20:49Z [----] followers, 18.2K engagements

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