@PK_Fund PK_Fund

No information is available about PK_Fund. The conversation appears to be about various stocks, including $SMCI, $HOLO, $BGM, and $BBAI. Several users are discussing their investments, market trends, and reactions to news and financial reports.

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Social Influence

Social category influence finance 34.29% stocks 27.62% technology brands 12.38% financial services 2.86% travel destinations 2.86% automotive brands 2.86% celebrities 1.9% exchanges 1.9% cryptocurrencies 1.9% countries 0.95%

Social topic influence $smci #41, $nwbo #13, $asts #30, $vktx #25, money 5.71%, $maas 5.71%, if you 4.76%, $nvda 4.76%, the most 3.81%, in the 3.81%

Top accounts mentioned or mentioned by @pkfund @klausmolle @timthomas0007 @ssbenginefarm @dreesenkl @trentkelp @btree722 @josefbands @grok

Top assets mentioned Super Micro Computer, Inc. Common Stock (SMCI) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Viking Therapeutics, Inc (VKTX) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) Novavax Inc (NVAX) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Goldman Sachs (GS) Amazon.com, Inc. (AMZN) Metadium (META) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Sanofi (SNY) Iris Energy Limited (IREN) Gains Network (GNS) SOS Limited (SOS)

Top Social Posts

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

"$SLS BOOM - Goldman Sachs buy [------] shares of SLS in Q4 25"
X Link 2026-02-11T07:52Z [----] followers, [----] engagements

"$ASTS VanEck space etf has ASTS as its largest holding"
X Link 2026-02-09T06:37Z [----] followers, 26.2K engagements

"$ASTS Which is better direct to smartphone Starlink or AST SpaceMobile Choose Starlink (T-Mobile for LTE SMS service) if you need emergency-grade low-bandwidth connectivity. "Scetchy" service indoors. Can you hear me now No Choose AST SpaceMobile (Verizon AT&T Vidaphone etc) if you are looking for a future where your smartphone has clear voice and full-speed 5G data indoor in the middle of the ocean or the most remote wilderness. https://twitter.com/i/web/status/2021192590054576278 https://twitter.com/i/web/status/2021192590054576278"
X Link 2026-02-10T12:00Z [----] followers, [----] engagements

"$ASTS SOME USEFUL INFO AFTER BB6 UNFURLING $ASTS has been granted an STA for 700MHz-850MHz Band [--]. In order get this license for beta testing means: a) Active partnership with AT%T b) Maturity in your techonology c) Regulatory confidence for the company ($ASTS) Can not test uncertain techonology in public safety spectrum if you do not have reliability. Low band (700MHz) is the most demanding and difficult technically. If it is working there we are talking for a validation in the spectrum of highest standards of accuracy. Band [--] = emergency and rural coverage A bigger case than"
X Link 2026-02-11T12:26Z [----] followers, [----] engagements

"$ASTS New Glen is ready to go. Blue Origin will certainly expedite these launches. Abel and Jeff Bezos are more then just acquainted. There is more going on. Once New Glenn is pumping It's really go time for $ASTS Once New Glenn is pumping It's really go time for $ASTS"
X Link 2025-10-05T13:55Z [----] followers, [----] engagements

"$NWBO The reported XLOM print reflects a legitimate institutional block trade that was executed off the public order book and then reported to the London Stock Exchange via TRADEcho which is the standard mechanism for on-exchange off-book transactions. These trades are privately negotiated between institutions to avoid market impact and retail front-running and therefore never appear on the live XLON order book. The appearance of volume on XLOM confirms that the security is eligible for LSE reporting and settlement at institutional scale but it does not indicate that continuous retail trading"
X Link 2026-01-26T08:12Z [----] followers, [----] engagements

"$SMCI Big big big earnings next week Get ready for some huge volatility here longs. Should be one of the best earnings in years with the xAI deal xAI looks to be merging with Spacex for their IPO"
X Link 2026-01-30T12:49Z [----] followers, [----] engagements

"$NWBO Im going to go out on a limb now (well almost). With the key ace the CHM New Drugs from [--] November [----] now in our hands the probability of a royal flush has risen to 99.9% [--] The first visible signal: NHS High Cost Drugs List (01 April 2025) J The ghosting across multiple platforms Q The MIA approval for Sawston (From investigational to human use) K The acquisition of Advent Bioservices A CHM mention under Licensing New Drugs (28 November 2025) Approval this month From here on out it could happen on any given day. As for which week exactly no idea"
X Link 2026-02-02T11:38Z [----] followers, [----] engagements

"$SMCI [--] billion revenue tmr. 7% margins. Guidance upped to [--] billion fiscal year [----]. Stock goes to [--] by end of week"
X Link 2026-02-03T06:26Z [----] followers, 10.2K engagements

"$SMCI Charles needs to understand xAI & SpaceX merger is the biggest opportunity for him to make his stock shine tomorrow and on conference call. Please 🙏 God let him be drinking caffeine and mention it ALOT See you all tomorrow. We're in the End Game now This is the most important ER since Jan [----] https://twitter.com/i/web/status/2018572430672085226 https://twitter.com/i/web/status/2018572430672085226"
X Link 2026-02-03T06:29Z [----] followers, [----] engagements

"$SMCI I'm seeing huge put flow coming in here Longs buy insurance on the weeklies at your avg price I feel from looking at this order flow even on a beat they're gonna now try dump us on margin/debt issue Fuckers but big money is going put heavy into earnings I added [--] more 30P contracts to cover all my shares https://twitter.com/i/web/status/2018575879975448948 https://twitter.com/i/web/status/2018575879975448948"
X Link 2026-02-03T06:42Z [----] followers, [----] engagements

"$SMCI 🚀 cant stress this enough- Its estimated to report 10.42B in [--] quarter. Thats [--] times more than what PLTR just reported yesterday ($1.4B) trading at $160. $SMCI unfortunately has been taken advantage of by the manipulators and shorted since Hindenburg in [----]. Weve got to pull through together to get this to where it was. - increased guidance - supporting xAI which has now been acquired by SpaceX - Elon - so many other partnerships https://twitter.com/i/web/status/2018654669573357974 https://twitter.com/i/web/status/2018654669573357974"
X Link 2026-02-03T11:55Z [----] followers, [----] engagements

"$SMCI The makings of a run to $50-60 are absolutely there. Smart money will take their time to digest of course and with the help of the market we will begin the climb soon. This is the best earnings by SMCI since I have been tracking them. I will see how this week transpires with macro conditions but personally on top of the [----] shares and calls I am most likely going to double that position seize. It is well deserved. Finally Charles Bravo to you and the team and all the long bulls. https://twitter.com/i/web/status/2019296078034792600 https://twitter.com/i/web/status/2019296078034792600"
X Link 2026-02-05T06:24Z [----] followers, [----] engagements

"$SMCI Good luck all. This one seems much more personal now we know why Goldman Sachs put out the sell rating. I hope we absolutely obliterate their short position. Whatever the outcome its been fun We did 20s to 60s in Jan [----] and 18s to 50s in [----] Here we go"
X Link 2026-02-05T06:38Z [----] followers, [---] engagements

"$VKTX Are we officially the only competition left for LLY It has been a frustrating ride no doubt but I'm starting to get the impression Brian knew what he was doing. To be standing where we are with the who's who of bP saying we are going all in on obesity is a nice place to be. https://twitter.com/i/web/status/2019301332830810180 https://twitter.com/i/web/status/2019301332830810180"
X Link 2026-02-05T06:45Z [----] followers, [----] engagements

"$NWBO Wow a rational post on Ihub. I endorse the content 👍🏻 Hang in there"
X Link 2026-02-05T07:38Z [----] followers, [----] engagements

"$ASTS I fear that if they give unfurling pr or shipping pr in this current macro environment then it will be overlooked. Similar to when they announced the STC deal the price jumped $3 before market open and it ended up being a -10% day. Almost like it never happened. Id rather they wait until the macro environment is bullish again before releasing and pr so it has maximum effect on the share price https://twitter.com/i/web/status/2019374591429497023 https://twitter.com/i/web/status/2019374591429497023"
X Link 2026-02-05T11:36Z [----] followers, [----] engagements

"$NWBO Really frustrated at the length of time it is taking to seek approval from the MHRA. Thought about selling all my sharesbut only for a second I usually buy [-----] at a time when the price gets below .25 this time Im waiting on funds to clear to buy [-----] I truly believe there are more naked shares than there are actual shares. I wont be selling at approval and it will take a heavy price for someone to get any of my shares. $5 or $10 bucks wont cut it. I feel I deserve to be paid for the patience I have shown. Thats not even a glimpse of what LP has shown keeping this company afloat for"
X Link 2026-02-06T06:28Z [----] followers, [----] engagements

"$VKTX I just bought an unealthy amount of shares. Did anything change No. This is when you buy to make the most money when investing. Actually something did change We were shown with LLY earnings and guidance that the obesity market is growing at a crazy pace and that yes a superior product will sell more than an inferior product (such as semaglutide). See you at $350 https://twitter.com/i/web/status/2019673971550220396 https://twitter.com/i/web/status/2019673971550220396"
X Link 2026-02-06T07:26Z [----] followers, [----] engagements

"$ASTS Going to be a busy launch season BlueBird [--] launch is scheduled for late February on the upcoming New Glenn-3 mission from Launch Complex [--] at Cape Canaveral Space Force Station The mission represents the first launch with New Glenn - its seven-meter fairing enables up to eight Block [--] BlueBirds per mission. https://twitter.com/i/web/status/2019760197221392465 https://twitter.com/i/web/status/2019760197221392465"
X Link 2026-02-06T13:08Z [----] followers, [----] engagements

"$SMCI For a stock to realise its true value not the narrative driven speed bumps. All it takes is for traders to see the value and hold. The rest comes down to how long those spinning the narratives can facilitate the expenditure that comes with manipulating price. BUY AND HOLD. https://twitter.com/i/web/status/2020741113624363178 https://twitter.com/i/web/status/2020741113624363178"
X Link 2026-02-09T06:06Z [----] followers, [----] engagements

"$ASTS Ahem I believe the proper term is unfurled What rookie"
X Link 2026-02-11T06:07Z [----] followers, [----] engagements

"$VKTX New job postings are quiet but meaningful signal: Clinical Data Manager (multiple incl. Sr.) Phase 3scale data database locks regulatory-grade readiness. You dont expand this unless larger trials + tighter timelines are coming. Regulatory Affairs Manager FDA interactions IND amendments Phase [--] protocol alignment. This role appears when a company expects frequent regulatory engagement. Manager Clinical Supply Chain Manufacturing distribution multi-site logistics dose complexity. Signals scale-up and possibly multiple formulations (injectable + oral). Taken together this is Phase 3"
X Link 2026-02-10T06:50Z [----] followers, [----] engagements

"$SMCI For those that missed watching the earnings call these were the questions analysts were asking"
X Link 2026-02-11T12:31Z [----] followers, [----] engagements

"$SMCI Don't let idiots and fools get inside your head folks. None of this has anything to do with SMCI whether actual or anything with the charts or some other ignorant assertion. Zero. None. There is a liquidation event going on the details of which we will read about later much of it having to do with crypto meltdown (and precious metals) and associated margin calls. Clearly some serious selling pressure for other reasons as well (panic risk management standard protocols foreign markets etc.). Don't believe the bs about cap ex investors want to see the $ AI bubble or some other nonsense. On"
X Link 2026-02-06T06:38Z [----] followers, [---] engagements

"$NWBO Clear indisputable confirmation today directly from the NHS Cancer Programme - Program Manager that DCVax will definitely be eligible for access to the UK Cancer Vaccine Launch PAD (CVLP) & as such will qualify for all of the applicable parts of the recent National Cancer Plan https://investorshub.advfn.com/boards/read_msg.aspxmessage_id=177277176 https://investorshub.advfn.com/boards/read_msg.aspxmessage_id=177277176"
X Link 2026-02-10T06:53Z [----] followers, [----] engagements

"$GNS was able to buy TRKA no issues all the way till bankruptcy. Was able to buy NKLA no issues all the way till bankruptcy. Can still buy MULN no issues with ATHin the trillions (most likely faces bankruptcy). Was able to buy SOS limited no issues reverse split after reverse split. However cant buy GNS freely cause its to risky for me and they care so much about my money. Something aint right whos it really risky for Who is liable for shorted shares lent out https://twitter.com/i/web/status/2020742943536189631 https://twitter.com/i/web/status/2020742943536189631"
X Link 2026-02-09T06:13Z [----] followers, [---] engagements

"$ASTS From $33 to $20; from $60 to $36; from $85 to $50; now from $120+ to $90. If youve been here a while stop acting like we havent seen these percentage swings before. If youre not long term here you shouldve been selling on the consecutive ATH days. 🚀"
X Link 2026-02-06T07:02Z [----] followers, [----] engagements

"$NWBO Why [---] million shares Because they have recently been authorized ( did you vote YES 🙌) and are immediately available for a strategic partnership with a simple shareholders vote. This would bypass the OTCB dirty clowns circus and TRIGGER an immediate and devastating squeeze for the remaining shares that would buttkick the shorts to Mars and beyond. LP has figured her next move and it is CHECK MATE 💎 🙌 HODL MOASS100 https://twitter.com/i/web/status/2020763251760632134 https://twitter.com/i/web/status/2020763251760632134"
X Link 2026-02-09T07:34Z [----] followers, [----] engagements

"The $NVDA party is tomorrow. Keep an eye out🚨 $TSLA $META $GOOGL $MSFT $AMZN $AAPL #Stocks #NVIDIA #technology #Earnings"
X Link 2024-08-27T09:28Z [----] followers, 119K engagements

"$TGTX One must think realistically when looking at TGTX over the past 2+ years as we went on a massive run that culminated in a 616% move from late Oct [--] til Apr [--] reaching a [--] bil MC and spanning [--] months. While it would have been nice to keep that momentum going last year it becomes increasingly difficult to continue to add substantial MC after that kind of run without first consolidating which we have basically done the past [--] months. TGTX continues to fire on all cylinders with the latest confirmation by MW [----] rev guidance and it won't be too long before we are making new highs once"
X Link 2026-01-20T07:39Z [----] followers, [----] engagements

"$ASTS upon reflection of the new STA (and two glasses of rum) it suddenly dawned on me why Abel and Co. have not kept us updated on BB6 progress even though the Mob have sussed out the unfurling through telemetry readings well over a week ago: they have been conducting MILITARY tests. Obviously those would come before any offical word was released to the public (especially one as responsive as the Mob) and of course before any paperwork giving them approval to test with T and VZ. Okay on to my 3rd glass of clarity. https://twitter.com/i/web/status/2020750110343508238"
X Link 2026-02-09T06:42Z [----] followers, [----] engagements

"$IOVA f youre conservative and assume slow adoption weak margins and the market keeps hating biotech then IOVA is still easily a $4$5 stock. But if you believe Amtagvi traction improves and NSCLC becomes the real expansion story then this is not a $2 stock this is a $12$18 stock without even stretching it. And if a major catalyst hits or M&A chatter turns real then $20+ is absolutely on the table. Bottom line: the market is pricing IOVA like its dead and its not. https://twitter.com/i/web/status/2021121656773804190 https://twitter.com/i/web/status/2021121656773804190"
X Link 2026-02-10T07:18Z [----] followers, [---] engagements

"$CAPR Here is an equity research report and a few models that I created (may be interesting for some of y'all)"
X Link 2026-02-10T08:04Z [----] followers, [---] engagements

"$SMCI Done an almost hour-long analysis with GPT-5.2 (Extended Thinking) in multiple steps and arrived at a fair value of $66 really amazing After these latest earnings everything seems possible. Now we just need to be patient. And Northland Securities $63 price target looks completely justified. Note: If anyone wants to use my prompt here it is: https://anotepad.com/notes/8qhq7d54 https://anotepad.com/notes/8qhq7d54"
X Link 2026-02-10T11:52Z [----] followers, [----] engagements

"$VKTX they added another I million to SI. I told u. It is a technique to wear out some superficial longs ( retail doesnt make a difference here ) They probably always play this game. Obviously a tight lipped CEO such as BL makes it less difficult for them. For whatever reason I believe he would outperform tomorrow. I been emailing him. Last time he presented a PK slide. Let us see what he does this time. He can burn them regardless of FDA decision"
X Link 2026-02-11T06:15Z [----] followers, [---] engagements

"$SMCI Base case (5% margin [--] P/E) Below current price Moderate upside Strong upside Formula: Implied PV = (Revenue Margin Diluted Shares) FY32 Growth Factor P/E Multiple Base case: ($114B 5% 807M) [----] [--] = $171 Here is sensitivity matrix:"
X Link 2026-02-11T07:24Z [----] followers, [----] engagements

"$MU Tomorrow the CEO will give a little reminder why theyre sold out two years ahead. Samsnung is like Neymar but Micron is Messi. Theres only one"
X Link 2026-02-11T07:48Z [----] followers, [----] engagements

"$ASTS PUZZLE PIECES COME TOGETHER AST SPACEMOBILE GRANTED 60-DAY SPECIAL TEMPORARY AUTHORITY FOR US BETA TESTING OVER 700MHZ W/ AT&T AND 850MHZ W/ AT&T AND VERIZON (7th Feb 2026) BB6 enters BETA TESTING in USA. It is not a lab test. It is Direct to Device Spectrum Test. AT&T + VERIZON will be part of the Spectrum Test. This is an INDUSTRY VALIDATION. Two major US carriers testing live spectrum is MAGIC. CONCLUSION: regulatory green light carrier participation US beta testing timing window compression Do your DD. Do not let the Loser Broke Bears fool you. Ask for evidence proofs for their"
X Link 2026-02-11T08:34Z [----] followers, [----] engagements

"$HIMS whenever a growth stock falls hard everyone comes crawling out saying theyre done and their reputation is done theyre going out of business blah blah. Its no different for any stock getting beaten up. Block out the noise let things settle dont worry about the day to day and youll be very happy at some point that you own HIMS (likely sooner than most think)"
X Link 2026-02-16T03:12Z [----] followers, [---] engagements

"$ASTS For the Longs who are Investors. Disregard confrontation with Swing Traders who play Dr. Jekyll Mr. Hyde. They are only here for a quick hit then move on to another stock. Best to just block them. They made the wrong bet and their charts confirm this. So they attack the Longs. Just look at their history of posts. Same posts different stocks. Best not engage. https://twitter.com/i/web/status/2023235892950045088 https://twitter.com/i/web/status/2023235892950045088"
X Link 2026-02-16T03:20Z [----] followers, [---] engagements

"$ASTS SOME BASIC KNOWLEDGE MISSING $1.0 Billion of Convertible Senior Notes Due [----] Is it a dilusion NO. It is NOT issuing shares. Why this is NOT a dilution Because these notes are NOT shares but notes which buy debt with an interest. Senior unsecured. They can be converted to shares in future. When can they be converted to shares Usually in tech companies rules say that notes can be converted to shares if the stock price goes over +25%-40% compared to the price the share had during offering. We do NOT have the conversion price yet. How many shares will be created if 1.0B notes are"
X Link 2026-02-16T03:23Z [----] followers, [----] engagements

"$NWBO Closet longs and short scammers have slandered Linda Powers for years for not giving investors "guidance and supporting the share price". She opted out of the tinfoil hat disillusionment theory because market makers could easily control the share price not matter how big a milestone NWBO announced. NWBO acquiring Advent Bioservices for two lollipops and a footlong hot dog didn't make a dent into the share price. The "guidance" narrative is bullshit. Has always been. Linda Powers has pushed a wave of potential news and PR's in front of her. Let's have a look at what is about to unravel"
X Link 2026-02-16T03:39Z [----] followers, [---] engagements

"$NBIS So lets make a quick value calculation: At 15x sales ( which is conservative) stock price should be: 2026: 200$ 2027: 530$ 2028: 970$ 2029: 1700$ [----] sales should be priced right now [----] sales should be priced somewhere around September [----]. Anybody who think that the 98$ stock price we had on closing Friday should consider that this is a gift that happens once in a lifetime for a short-mid term investor. I own Nebius since February [----] before it was even called Nebius. I massively upgraded my position since October [----] after it was reintegrated to nasdaq post Yandex split. And"
X Link 2026-02-16T03:45Z [----] followers, [---] engagements

"$VKTX Yet another coming off original protocol Like you I was aware I was on the shot from day [--] (well day 2). I just got up'd to 10mg (very certain of this) and will likely also be reduced to the unknown next month when I hit 24bmi which is likely to be mid to late March given my trend. I am really hoping for a low dos maintenance when the study ends. I felt even the initial dose was a little on the strong side for me. Something that curves the food cravings just a tiny bit will help me maintain a more healthy weight. Another reason I would like to stay on with a maintenance dos is that it"
X Link 2026-02-16T04:52Z [----] followers, [---] engagements

"$SMCI Once you add this into the mix a decent bounce from here is very likely. Institutional accumulation is evident despite price action. Simply put the price is just trading within a channel and institutions are not panicking if anything their buying retail fear. $MAAS $AIFU $AMD $SMCI Something else ive noticed is that if you were to look at RSI along with the channel that has formed its currently trading in that lower channel while using the long term trend line as support. Recently weve dipped below the long term channel which historically precluded https://t.co/wisA4LSnzU $SMCI"
X Link 2026-01-08T12:25Z [----] followers, [----] engagements

"This is Schedule [--] from SMCI's $2 billion revolving credit agreement (signed Dec [--] 2025; announced Jan [--] 2026). Revolving Credit Facility: $2B total commitment from [--] banks (JPMorgan leads at $204M most others $200M a few $132M) flexible borrowing line for working capital etc. until [----]. Letter of Credit sub-limit: $200M (split roughly evenly among [--] issuers $25M each) for trade guarantees. It shows SMCI secured $2B in new liquidity from major banks (including Goldman Sachs JPM Citi) to support growth a positive sign for financial flexibility."
X Link 2026-01-14T08:27Z [----] followers, [---] engagements

"$NVAX The "Q4 Signed Partner": AstraZeneca This is the strongest "read" in the document. The Evidence: On Oct [--] [----] Novavax transferred its Maryland HQ lease to AstraZeneca for $60 million. That deal officially closed January [--] [----]. Why Oncology AstraZeneca is a global leader in Immuno-Oncology (IO). Their R&D chief has publicly stated they are looking for "better adjuvants" to make their cancer vaccines more potent. The Logic: You don't just buy a competitor's HQ and labs for $60M unless you are integrating their science. The Q4 [----] timing for a "New Signed MTA" perfectly matches the HQ"
X Link 2026-01-15T06:13Z [----] followers, [---] engagements

"$SMCI Imagine a situation where SMCI achieves $10B revenue and improved margin of 11%+ in next Q it will go to the moon or $60/$80/100+ before you know it Of course on the other hand things can go wrong and stock price may get back down to low $20S. So you can see the upside potential and downside risks arent quite same. Now you decide what should be your choice going towards ER https://twitter.com/i/web/status/2013497386996314228 https://twitter.com/i/web/status/2013497386996314228"
X Link 2026-01-20T06:22Z [----] followers, [----] engagements

"$NVO After launching its Wegovy pill early this month Novo Nordisk (NVO) has garnered [----] U.S. prescriptions for the oral GLP-1 agonist in the first four days of its commercial rollout Reuters reported on Friday citing data from Barclays analysts"
X Link 2026-01-20T06:41Z [----] followers, [---] engagements

"$NWBO As of late December [----] Northwest Biotherapeutics had a short interest of around [-----] million shares representing about 3.72% of its public float with a high days to cover ratio of roughly [--] days indicating a potential for a short squeeze. This short interest increased slightly from the previous reporting period. Key Short Interest Metrics as of Dec [--] 2025: Shares Shorted: [--------] Short % of Float: 3.72% Days to Cover: Short Interest Ratio is [---] days Change: Increased by 2.42% from the prior report. What This Means: High Short Interest: A notable portion of NWBO's tradable shares"
X Link 2026-01-20T07:10Z [----] followers, [---] engagements

"$NWBO FACT CHECK (LSE / 0K95) Yes Northwest Biotherapeutics now shows on the London Stock Exchange under ticker 0K95. That part is real. Important clarification: This is NOT a new IPO NOT a capital raise and NOT dilution. What 0K95 actually is: An LSE overseas trading line Represents existing U.S. NWBO shares Enables UK / EU institutions & brokers to trade the stock Same share count new access point Why it matters: Institutions in the UK/EU often cant buy U.S. OTC directly. This move opens that door ahead of regional regulatory & commercial activity. Quiet infrastructure step = increased"
X Link 2026-01-20T07:25Z [----] followers, [----] engagements

"$MAAS Do we have a small squeeze or EXPLOSION today Either way we make big coin today"
X Link 2026-01-20T12:26Z [----] followers, [---] engagements

"$VXRT $NVAX 8-K is the smoking gun: Pfizer is raiding Sanofis backyard for non-mRNA tech 💉🔥 Todays CMC panel with Sanofi confirms the "Backdoor Entry" is now a full-scale operational integration. If a simple adjuvant is worth $500M Vaxarts self-adjuvanted mucosal pill is a $10B+ "National Champion" asset. Shorts are trapped in a pincer movement between Sanofis greed and Pfizers strategic desperation. The "Golden Decade" is heredon't let them rob your [----] IP for scrap value 🚀 https://twitter.com/i/web/status/2013876033876042136 https://twitter.com/i/web/status/2013876033876042136"
X Link 2026-01-21T07:27Z [----] followers, [----] engagements

"$SMCI Hmm seems like MM's accumulating. Chicago Trading Company increased holdings by 170% recently along with offloading options on both sides"
X Link 2026-01-21T13:30Z [----] followers, [----] engagements

"$SMCI trivia: SMCI has visited $60 [--] times in the past [--] months 🤓"
X Link 2026-01-22T06:58Z [----] followers, [----] engagements

"$VKTX $3.8 billion market Cap Facts: Metsera $10BILLION buyout Akero $5.2 billion buyout Carmot $2.7 billion buyout ETNB $3.5 BILLION buyout Zealand $5.3 billion collaboration GUBRA billion collaboration UBT251 $2 billion buyout SEPN partnership market cap: [---] billion GPCR $6.6 billion market cap #skol We are too cheap https://twitter.com/i/web/status/2014239136362987751 https://twitter.com/i/web/status/2014239136362987751"
X Link 2026-01-22T07:30Z [----] followers, [---] engagements

"$ASTS Deutsche Bank [----] long term forecast has been spot on January 2025: the stock was in the $20's January 2026: it's pushing $120 Do we climb to $670 next year"
X Link 2026-01-23T06:30Z [----] followers, [----] engagements

"$SMCI Good work on the sell target Goldman Looks liks Wall St know youre a pack of idiots too 😂"
X Link 2026-01-23T07:24Z [----] followers, [---] engagements

"$SMCI Now that the Q2 ER is now confirmed for Feb [--] I ran a pivot table on all previous ERs going back to [----] to identify the following to see if there are some seasonality to their business: EPS Surprise Revenue Surprise Stock Reaction next day And here is what I found: Financial Q2 ER had the biggest EPS and Revenue surprise % and averaged +4.6% gain in stock the following day. Interestingly 3Q and 4Q surprises weren't all that good but had biggest stock gain the following day. The data I used is from this (paid) link: https://www.investing.com/equities/super-micro-compu-earnings"
X Link 2026-01-23T07:43Z [----] followers, [----] engagements

"$MAAS has been quietly pivoting hard into intelligent tech/AI space. Low float setup + recent moves have it coiled tight. Been holding from the energy shiftfeels like real momentum could build if volume picks up. Watching for the break. $AMD $SMCI $NVDA $GOOGL $GOGO $MSFT $AMZN $AAPL $TSLA $BRK.B $META https://www.globenewswire.com/NewsRoom/ReleaseNg/7377336 https://www.globenewswire.com/NewsRoom/ReleaseNg/7377336"
X Link 2026-01-23T14:04Z [----] followers, [----] engagements

"$SMCI This premarket pump and opening dump is getting boring. For a change get up and run"
X Link 2026-01-23T14:31Z [----] followers, [---] engagements

"Want to become a Millionaire Focus on these [--] sectors. Bookmark this list MAAS: $MAAS Space: $RKLB $ASTS $PL $RDW AI Infrastructure: $IREN $NBIS $CRVW $APLD Battery Tech: $EOSE $TE $FLNC $TSLA Defense Tech: $ONDS $AVAV $KTOS AI Energy: $OKLO $SMR $BE $VST Memory: $MU $SNDK Robotics & Automation: $SYM $PATH $OUST $TSLA Chips: $NVDA $AMD $TSM $ASML Rare Earths: $MP $TMC $CRML $TMQ Air Taxis/ eVTOL: $ACHR $JOBY Quantum: $CCCX $IONQ $RGTI Biotech: $PRME This isn't a get rich quick scheme. This is a 5-10 year play.Position early. Let compounding do the work."
X Link 2026-01-23T15:51Z [----] followers, [----] engagements

"$SMCI Institutional ownership=84% sounds like carvana. Buckle up $MAAS $MAD $AAPL"
X Link 2026-01-26T12:50Z [----] followers, [----] engagements

"$SMCI Super Micro stock is in the "show me" penalty box. After [--] horrible misses that's understandable. However if they can deliver on Q2 with 10B+ and a nadir for margins then they will have "shown" the market. The narrative could change to "this is an AI powerhouse experiencing earth shattering growth". A pre earnings run up.honestly probably not in the cards though. But that doesn't mean the rest of the year can't be gangbusters. https://twitter.com/i/web/status/2016035542236868836 https://twitter.com/i/web/status/2016035542236868836"
X Link 2026-01-27T06:28Z [----] followers, [----] engagements

"$NWBO THIS TRAIN HAS LEFT STATION On Friday [-------] real NWBO shares were quietly purchased off-book in London via LSE XLOM at [----] ($1.55) at the close. No order book. No retail access. Just size discretion and intent. For an OTC-traded name this is a cross-Atlantic smoke signal. Institutions chose a private venue rather than risk sourcing shares in public a hallmark of defensive short-side behaviour amid constrained supply. This trade suggests the easy exits are being taken early. If block liquidity dries up as WE LONGS refuse negotiated transfers price discovery moves back to the OTC tape"
X Link 2026-01-27T06:46Z [----] followers, 10K engagements

"$ASTS think they are mindlessly gambling"
X Link 2026-01-27T07:06Z [----] followers, 31.5K engagements

"$VKTX CCO acquired 180k shares at [-----]. interesting"
X Link 2026-01-27T07:47Z [----] followers, [----] engagements

"$MAAS if MAAS is a meme stock it should be trading at [---] $INTC $AMD $NCDA $ORCL $NBIS $SMCI"
X Link 2026-01-27T12:40Z [----] followers, [---] engagements

"RT @PK_Fund: $SMCI Super Micro stock is in the "show me" penalty box. After [--] horrible misses that's understandable. However if they"
X Link 2026-01-28T06:06Z [----] followers, [--] engagements

"$ALT yesterday was the highest close since June [----] before [--] week MASH results. The bear thesis has been completely invalidated from a scientific standpoint since that time (Lancet pub FDA BTD AASLD late-breaker [--] week durability/deepening of endpoints). Their thesis is also being invalidated on the commerical side with a new bix-oriented CEO insider buying more cash on the balance sheet and strong M&A in the field. This should be $15 now based on the scientific progress and derisking via FDA BTD with a conservative target for acquisition at $30-$40 per share - which gets higher as the p3"
X Link 2026-01-28T06:10Z [----] followers, [----] engagements

"$SMCI Have a huge position here - staying on course regardless (going to the moon or sinking like titanic). Although point out issues from time to time but i am betting over time this thing has to go up big time unless it goes bankrupt. A $30/$40/$50 billion revenue company just cannot stay at $30S for long It has to go up big at some point or go bankrupt there is no in between in the long run. also I am already in the green zone. https://twitter.com/i/web/status/2016405549831880761 https://twitter.com/i/web/status/2016405549831880761"
X Link 2026-01-28T06:58Z [----] followers, [----] engagements

"$SMCI green hammer on the [--] month chart followed by a higher low. Thats textbook bullish"
X Link 2026-01-28T06:59Z [----] followers, [---] engagements

"$ARDX Short Interest update [--------] decreased of about [--] mil"
X Link 2026-01-28T07:19Z [----] followers, [---] engagements

"$NWBO Why $10-20/share isn't unreasonable in an all-stock deal: At $15/share that's $22B. Sounds huge for an OTC stock. But look at what an acquirer actually gets: First-to-market approved cancer vaccine. Roswell Park IP designed to enhance checkpoint inhibitors. Owned manufacturing ready to scale. Platform data across 20+ tumor types. Keytruda does $25B/year but only works in 20% of solid tumors. If Kalinski's DC technology expands that to 35-40% you've added tens of billions in franchise value. Merck paid $11B for Acceleron and $10.8B for Prometheus narrower platforms than this. In a"
X Link 2026-01-28T07:51Z [----] followers, [----] engagements

"$NWBO Why the Cancer Vaccine Coalition summit matters for NWBO: NWBO is one of four sponsors alongside Pfizer of a first-of-its-kind AACR-partnered think tank on therapeutic cancer vaccines. 50+ top researchers pharma executives and regulatory experts are in the room. The featured patient testimonial Brad Silverdiagnosed with stage IV glioblastoma in [----] given two months to live treated with DCVax-L at UCLA. He's still here [--] years later. This isn't a poster session at a minor conference. This is NWBO being positioned at the center of a coordinated push to bring cancer vaccines to"
X Link 2026-01-28T08:01Z [----] followers, [----] engagements

"$UNH for anyone of y'all who thinks they've lost money. hope this makes you feel better. I'm holding and not selling for a LONG time I believe in this stock and wouldn't sell it for anything under [---]. :)"
X Link 2026-01-28T09:11Z [----] followers, [----] engagements

"RT @PK_Fund: $NWBO Why the Cancer Vaccine Coalition summit matters for NWBO: NWBO is one of four sponsors alongside Pfizer of a first-of"
X Link 2026-01-30T06:12Z [----] followers, [--] engagements

"RT @PK_Fund: $NWBO Why $10-20/share isn't unreasonable in an all-stock deal: At $15/share that's $22B. Sounds huge for an OTC stock. But"
X Link 2026-01-30T06:13Z [----] followers, [--] engagements

"$MSFT Massive downgrades. ❌ Barclays Adjusts Price Target on Microsoft to $600 From $610 Maintains Overweight Rating ❌ Piper Sandler Adjusts Price Target on Microsoft to $600 From $650 Maintains Overweight Rating ❌ Evercore ISI Adjusts Price Target on Microsoft to $580 From $640 Maintains Outperform Rating ❌ BMO Capital Adjusts Price Target on Microsoft to $575 From $625 Maintains Outperform Rating ❌ Fubon Securities Adjusts Price Target on Microsoft to $580 From $620 Maintains Buy Rating ❌ Raymond James Adjusts Price Target on Microsoft to $580 From $600 Maintains Outperform Rating ❌"
X Link 2026-01-30T06:16Z [----] followers, [---] engagements

"$SMCI Some in here would rather have $3600 in revenue with 80% margins than $36000000000 in revenue with 7% margins. Revenue means nothing just margins You cant deposit percentages in the bank. I know the markets obsess over short term profit margins but here are a couple other efficiency ratios and metrics for the longer term thinker. In comparison with Dell our biggest rival. Net profit per employee SMCI $180000 Dell $42000 Gross Rev per employee SMCI $3500000 Dell $900000 Number of employees SMCI [----] Dell [------] Return on Assets SMCI 7.1% Dell 6.1% Return on Equity SMCI 15% Dell -210%"
X Link 2026-01-30T06:28Z [----] followers, [----] engagements

"$NVAX Novavax has successfully transitioned from a "struggling manufacturer" to a "High-Margin Technology Licensing Bank." By offloading the massive costs of Phase [--] trials and commercial logistics to giants like Sanofi and Pfizer the company has fundamentally changed its risk profile https://twitter.com/i/web/status/2017126794693136713 https://twitter.com/i/web/status/2017126794693136713"
X Link 2026-01-30T06:44Z [----] followers, [----] engagements

"$ASTS Without splits Amazon would be trading at roughly 58000$ per share. Amazon provides full service in roughly [--] countries. Netflix without splits would be trading at roughly 11700$ per share with a subscriber base of roughly 360million. ASTS will be available in every single country and have immediate access to over [--] billion subscribers with 90% margins. Dont forget about government use. We are still singing the national anthem - 1st inning starts at 500$. https://twitter.com/i/web/status/2017128999269650492 https://twitter.com/i/web/status/2017128999269650492"
X Link 2026-01-30T06:53Z [----] followers, 60.3K engagements

"$VKTX A pt on vanquish [--] quoting her obesity doctor Recall [---] sites. At least 300-400 obesity MDs participating in trial and seein tolerability and wt loss. If you believe BP doesnt have eyes u neeed to rethink again. Actually the doctor that I saw last week said that its been her favorite study to work because so many people are having such great results. https://twitter.com/i/web/status/2017134022959518193 https://twitter.com/i/web/status/2017134022959518193"
X Link 2026-01-30T07:13Z [----] followers, [----] engagements

"RT @PK_Fund: $ASTS Without splits Amazon would be trading at roughly 58000$ per share. Amazon provides full service in roughly [--] countrie"
X Link 2026-01-30T12:47Z [----] followers, [--] engagements

"RT @PK_Fund: $NVAX Novavax has successfully transitioned from a "struggling manufacturer" to a "High-Margin Technology Licensing Bank." B"
X Link 2026-01-30T12:48Z [----] followers, [--] engagements

"RT @PK_Fund: $SMCI Some in here would rather have $3600 in revenue with 80% margins than $36000000000 in revenue with 7% margins. Revenu"
X Link 2026-01-30T12:48Z [----] followers, [--] engagements

"$NWBO The Repo Man is knocking on the door What would trap the shorts Choose one : [--]. Corporate Action [--]. Uplisting [--]. Financing event [--]. MHRA FDA EMA or any other approval [--]. All of the Above Shorts have painted themselves into a corner. And that is a fact"
X Link 2026-01-30T12:52Z [----] followers, [----] engagements

"$NWBO I strongly believe this MHRA approval is imminent. Over the past several months multiple developments have aligned supporting a favorable outcome. May God grant comfort to those who are suffering and extend His blessings to Linda P. her dedicated team for their more than twenty years of commitment and the investors who have shown steadfast support. Blessings to all long-term holdersyour patience and belief will be rewarded and thank you to all contributors who have shared valuable and insightful information"
X Link 2026-02-02T06:16Z [----] followers, [----] engagements

"$NWBO Believe it or not but this stock is the only one which is green in my portfolio at .25 entry point. I bought it to support the company no matter what with [----] shares and later on increased my pis to 50k shares. It might be the stock which will save me from real bad loses so far. Everything looks so depressing when shit hits the fan and additionally when you realize how much they want to destroy life saving companies it just looks hopeless for this world. Lets hope for aprooval everyone just say a short prayer it actually might help https://twitter.com/i/web/status/2018207711247425850"
X Link 2026-02-02T06:19Z [----] followers, [----] engagements

"$SMCI kinda feel like the crypto sell off is big players freeing up capital for equities. HUGE earnings week with a lot of the big players. im going against the grain but i think we will see a boom this week"
X Link 2026-02-02T06:51Z [----] followers, [----] engagements

"$SMCI whether this rallies this week or not let's just do a common sense reality check here. - Forward P/E of [--] for an AI infrastructure company - Trading at a massive discount versus peers - Even conservative DCF models indicate considerable upside potential - Guidance is still being raised not lowered - PEG ratio of .48 which even Peter Lynch would consider a screaming buy This will rip again. We just don't know when. As always patience pays. https://twitter.com/i/web/status/2018218406470979878 https://twitter.com/i/web/status/2018218406470979878"
X Link 2026-02-02T07:02Z [----] followers, [----] engagements

"$VKTX interesting that many publications are expecting ER on Feb 4th and the company who for years always puts out a PR a week before ER is Silent this go around Lets hope Nvo came to their senses for their Sake https://www.aktiencheck.de/news/Artikel-Viking_Therapeutics_Shares_Pause_Ahead_of_Earnings_Report-19423775 https://www.aktiencheck.de/news/Artikel-Viking_Therapeutics_Shares_Pause_Ahead_of_Earnings_Report-19423775"
X Link 2026-02-02T08:16Z [----] followers, [----] engagements

"$AIFU All time highs coming soon in my opinion. $NVDA $AAPL $HIMS $BBAI"
X Link 2026-02-02T12:06Z [----] followers, [---] engagements

"$SLS My thinking as of today. We know weve had [--] events in Regal as of Dec. [--]. We know the IDMC said continue following each meeting since Regal started; at the 60th event the IDMC had a full look at unblinded data. Dr. Fleming and team performed analysis and determined ORR Efficacy Toxicity HR and KM curves etc. for the IA which although not shared publicly supported the decision to continue. We know the IDMC has met or will meet in the next two weeks as planned without unblinded data. This will be [--] year post IA. They have visibility on Regal spend for both arms which MAY be indicative of"
X Link 2026-02-03T07:00Z [----] followers, [---] engagements

"$NWBO Can you imagine years from now someone is bragging about the fact that they heard about NWBO and got it as cheap as $5 and everyone is jealous wishing they heard about it way back before it skyrocketed. The whole time you're laughing thinking to yourself "these people have no idea I purchased it for .29 😂😂) In my case my best price was .19 wish I had more money at the time but I'm still sitting just over [------] shares laughing at the dumb 💩S trying everything to spread FUD 🤷♂🤷♂ 😂😂😂😂😂"
X Link 2026-02-03T07:02Z [----] followers, [----] engagements

"$NWBO Operational & News Highlights Litigation Settlement: The hearing for the Delaware option award settlement (involving a $2.25M insurance payment to the company and cancellation of 17% of disputed options) is officially scheduled for March [--] [----]. Manufacturing: Construction of the Grade C manufacturing suite in Sawston UK is on track. This remains the "missing piece" for large-scale commercialization with an operational target of Q2 [----]. $AIFU $BTC $LLY https://twitter.com/i/web/status/2018668100326215901 https://twitter.com/i/web/status/2018668100326215901"
X Link 2026-02-03T12:49Z [----] followers, [----] engagements

"$NVO People see the [----] guidance and panic because they read minus sales and minus profit. But this is not a real business decline. It is mostly accounting and comparison effects. [----] included a one time US rebate reversal worth billions. That artificially boosted revenue and profit. So [----] looks negative only because last year was inflated. Operationally the business is still strong. Demand for Wegovy and Ozempic is huge. The new weight loss pill can open an even bigger market because many patients prefer pills over injections. International growth outside the US is still solid and they"
X Link 2026-02-05T07:21Z [----] followers, [---] engagements

"$NWBO IMO the Occams razor explanation is this: NWBO is a tiny cash strapped biotech trading on the OTC. NWBO has taken 3-5X longer for everything from the trial to data lock to TLD to publication to MIA to manufacturing buildout to Flaskworks development to MAA application and now to MAA approval. We know for a FACT that the CHM advised on MAA approval on 11/28/2025. We know that for complex biologics like DCVAX the time between CHM opinion and MAA decision is around [--] months. So the simplest explanation is that we will receive an MAA decision on the MAA that was filed (artisanal"
X Link 2026-02-05T07:51Z [----] followers, [----] engagements

"$IREN look at all that unused power for the taking. What they gonna do with it Price action makes you think they have no deals and zero power available. 🤣"
X Link 2026-02-06T13:04Z [----] followers, [---] engagements

"The [--] DMA crossing below the [---] DMA for $NVDA is indeed a rare event over the past two years signaling a potential shift in momentum. Historically these crossovers can hint at deeper corrections though with NVDAs volatility and growth narrative its worth watching if dip buyers step in to defend the trend"
X Link 2025-03-20T14:18Z [----] followers, [--] engagements

"$RUM Rumbles Q4 EPS looked rough; they reported a loss of -$1.15 per share which sounds terrible until you realize most of it wasnt real. I didn't take this into consideration previously. That number includes a $184.7M non-cash charge tied to the Tether investment. Because Tether got stock-related rights (called derivatives) and RUMs share price popped after the deal accounting rules made Rumble count it as a loss even though no money actually left the company. So yeah the EPS number "tanked" but its more of an accounting glitch than a business issue. EBITDA actually tells the real story; it"
X Link 2025-03-26T01:31Z [----] followers, [---] engagements

"$VKTX It is unsurprising that new posters emerge on red days spewing mind-numbing ignorance altogether disconnected from the company's performance. If anyone cares to perform the most cursory due diligence check out Axsome Therapeutics (AXSM). It endured even more dramatic pricing action during its clinical stage (high of $110 shorted to $19). It trades today in the $110s and could well hit $175-$200 in the coming months. While it was enduring its short-fueled drops folks were calling for Tabuteau's ouster even though like BL he owned most of the relevant IP. Tabuteau like BL is a highly"
X Link 2025-09-16T06:51Z [----] followers, [----] engagements

"$VKTX Head to head VK2735 (120mg) was markedly more tolerable than max dose Amycretin (100mg) with 19% less patients complaining of nausea and 38% less patients actually vomiting. Amycretin PO was considered an outright success for NVO and our PO trial was a dud Its manipulation pure and simple PLUS the market will remain 80% subcutaneous for at least [--] more years and SQ VK2735 appears best in industry. PLUS DACRA VK2089 and VK0214 $VKTX People just dont understand how valuable VK2735 really is 🤦♀ $VKTX People just dont understand how valuable VK2735 really is 🤦♀"
X Link 2025-09-01T03:43Z [----] followers, 13.7K engagements

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