@richtrades100 Avatar @richtrades100 TheForestnottheTrees

TheForestnottheTrees posts on X about $u, ai, ceo, $ocul 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 stocks 62.39% finance 18.8% technology brands 5.98% cryptocurrencies 5.98% celebrities 0.85% social networks 0.85% exchanges 0.85% vc firms 0.85% countries 0.85% currencies 0.85%

Social topic influence $u #133, ai 5.98%, ceo 4.27%, $ocul #53, in the 3.42%, $aqst #8, business 3.42%, beat 2.56%, to the 2.56%, $pgy #30

Top accounts mentioned or mentioned by @stockholder30 @financebully @biotechport @adamfeuerstein @vulpescap @rodalzmann @zipjet @amit32883 @elonmusk @mayhem4markets @sandman7591 @amaymd @jonnyfunguy @usfda @longshorteqt @surfshopcapital @erictheumpire @mvcinvesting @anthropicai @darioamodei

Top assets mentioned Unity Software Inc. (U) Ocular Therapeutix, Inc. (OCUL) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Generation Bio Co. (GBIO) Anebulo Pharmaceuticals, Inc. (ANEB) Olaplex Holdings, Inc. (OLPX) BARK, Inc. (BARK) Fractyl Health, Inc. (GUTS) ARS Pharmaceuticals, Inc. (SPRY) Sanofi (SNY) Corcept Therapeutics Inc. (CORT) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Janux Therapeutics, Inc. (JANX) Ventyx Biosciences, Inc. (VTYX) Eli Lilly and Company (LLY) ZipRecruiter, Inc. (ZIP) Centene Corp (CNC) CalciMedica, Inc. (CALC) SAP SE (SAP) Oscar Health, Inc. (OSCR) Rapids (RPD) Soleno Therapeutics, Inc. Common Stock (SLNO) Upstream Bio, Inc. (UPB) Inventiva S.A. (IVA) Pliant Therapeutics, Inc. (PLRX) Allurion Technologies, Inc. (ALUR) Evolent Health, Inc Class A Common Stock (EVH) NCINO, Inc. (NCNO) Alcon Inc. Ordinary Shares (ALC) Keros Therapeutics, Inc. (KROS) Celldex Therapeutics, Inc (CLDX) Mist (MIST) Unicycive Therapeutics, Inc. (UNCY) Kyivstar Group Ltd. Common Shares (KYIV) Outset Medical, Inc. (OM)

Top Social Posts

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

"$RPD FY revision down. EPS Guide down bigly. BUT they are generating profit on a GAAP and non GAAP basis. So tough one as cheap cyber. They'll remain profitable even with the revision but maybe a melting ice cube. JANA P won't be happy"
X Link 2026-02-10T21:24Z [----] followers, [----] engagements

"Behind every chart Every moving average RSI MACDthe story is always fundamental"
X Link 2024-03-10T22:05Z [----] followers, 51.6K engagements

"$SLNO For the bulls beat conscensus from earlier guide Analyst consensus for FY [----] was hovering around $180 million $181 million. 10mil over consensus impressive considering holiday period. https://investors.soleno.life/news-releases/news-release-details/soleno-therapeutics-announces-select-preliminary-fourth-quarter https://investors.soleno.life/news-releases/news-release-details/soleno-therapeutics-announces-select-preliminary-fourth-quarter"
X Link 2026-01-12T12:07Z [----] followers, [----] engagements

"$OCUL A pretty interesting setup. If P3 hits you can imagine the tongues that will wag People pointing out the lack of talk in regards to the P3 in the article but LALETTRE is french their focus is Sanofi won't go into the weeds on a US Company. https://www.lalettre.fr/fr/entreprises_sante/2026/01/15/sanofi-makes-fresh-play-for-ocular-therapeutix110601305-fac https://www.lalettre.fr/fr/entreprises_sante/2026/01/15/sanofi-makes-fresh-play-for-ocular-therapeutix110601305-fac"
X Link 2026-01-16T10:49Z [----] followers, [----] engagements

"Management points out that while the headline volume growth was only 3% if you exclude the SFR segment (which they are intentionally winding down) the core network actually grew 34% year-over-year. $PGY https://www.sec.gov/Archives/edgar/data/1883085/000188308526000010/pagayaq42025shareholderl.htm https://www.sec.gov/Archives/edgar/data/1883085/000188308526000010/pagayaq42025shareholderl.htm"
X Link 2026-02-09T12:39Z [----] followers, [----] engagements

"$UPB is this going to boomerang back Verekitug matched Tez's 56% efficacy but with 3x less frequent dosing.and to boot 90%+ rollover to the extension study docs like it pretty damn good no"
X Link 2026-02-11T11:55Z [----] followers, [----] engagements

"It's good to remember what people say. @elonmusk Constantly talks utter shite. This is a good tweet of his projections. https://x.com/FoundrSphere/status/2021846364632621369s=20 Elon Musk thinks coding dies this year. Not evolves. Dies. By December AI wont need programming languages. It generates machine code directly. Binary optimized beyond anything human logic could produce. No translation. No compilation. Just pure execution. Musk: You dont https://t.co/yscrssiGfr https://x.com/FoundrSphere/status/2021846364632621369s=20 Elon Musk thinks coding dies this year. Not evolves. Dies. By"
X Link 2026-02-12T13:49Z [----] followers, [---] engagements

"$PGY tough market rn but big fundamental note. GAAP net income of $81 million in [----] a massive swing from a $401 million loss in [----]. They project GAAP net income going forward. $100 million and $150 million for FY profit"
X Link 2026-02-09T12:15Z [----] followers, [----] engagements

"@Mayhem4Markets When the music stops it comes crashing down. I touched on it with @Sandman7591 650bln in Capex & they cant create an original logo (high end). Also youd think Claude et al would be able to create a more efficient model. progress of improvement vs spend will be hampering"
X Link 2026-02-13T00:45Z [----] followers, [----] engagements

"what's the betting $NRDE is the secret Co for $WKHS"
X Link 2025-07-14T13:52Z [----] followers, [----] engagements

"$IVA $ETNB So it begins lol"
X Link 2025-09-18T11:47Z [----] followers, [----] engagements

"$PLRX A reverse merger would be my 2nd choice but jolly nice I do say. Still think people are overlooking the potential of the NSCLC data that's coming. Liquidation is also a very nice option"
X Link 2025-10-10T08:44Z [----] followers, [----] engagements

"$ALUR worth tracking. Wonder who it is. Closes on 12th will find out soon enough"
X Link 2025-11-11T15:53Z [----] followers, [----] engagements

"Often deep value in off-trend sectors. Take $EVH. "Evolent announced two new revenue agreements bringing the year-to-date total to thirteen. With these announcements the Company now expects to launch more than $750 million in new annualized revenue during 2026." "ANNUALIZED""
X Link 2025-11-17T17:27Z [----] followers, [----] engagements

"$NCNO 100mil buyback that's on top of a beat and raise guide for FY26 https://www.ncino.com/en-GB/news/ncino-announces-2025-stock-repurchase-program https://www.ncino.com/en-GB/news/ncino-announces-2025-stock-repurchase-program"
X Link 2025-12-08T13:27Z [----] followers, [---] engagements

"$STAA $ALC Appears dead in the water. Yunqi also says no. Between Yunqi + Broadwood they own 35% + other firms advising a NO Vote. https://markets.ft.com/data/announce/detaildockey=600-202512100705BIZWIRE_USPRX____20251210_BW775549-1#::text=If%20a%20materially%20superior%20offerand%20no%20such%20offer%20emerged.&text=The%20structural%20issues%20in%20thewere%20evident%20from%20the%20outset"
X Link 2025-12-10T12:20Z [----] followers, [----] engagements

"$gbio a take under. Shame they didnt go down the reverse merger route"
X Link 2025-12-15T22:03Z [----] followers, [----] engagements

"$ANEB estimated "fair value" floor provided by the companys own financial advisor is between 1.10-1.6 post tender ideally it goes close to [---] or below before tender better r/r there. But I might be too ambitious to achieve that price"
X Link 2025-12-22T14:23Z [----] followers, [----] engagements

"Will $ANEB end up surprising like $KROS by the time the tender closes Never expected $KROS to go over [--] again let alone 20"
X Link 2025-12-23T15:55Z [----] followers, [----] engagements

"$ANEB Corp actions open for tender. Last day to submit for potentially $3.50 per share is January 26th. They'll have around 8mil cash after the tender. Then goes to OTC and they carry on their endeavour without the 1.3mil a year Nasdaq associated costs"
X Link 2025-12-26T20:50Z [----] followers, [----] engagements

"@financebully @A_May_MD I don't see rationale not only is competitor more convenient in terms of only going in to be treated it's also more efficacious"
X Link 2026-01-05T15:24Z [----] followers, [---] engagements

"Henkel AG has submitted a takeover offer for Olaplex Holdings Inc according to people with knowledge of the matter after the shampoo maker lost over 90% of its value since its initial public offering $olpx"
X Link 2026-01-07T20:43Z [----] followers, [----] engagements

"Unless $JSPR gets big funding it spells trouble they are years behind $CLDX and runway isn't sufficient"
X Link 2026-01-08T12:08Z [----] followers, [----] engagements

"@stockholder30 reason i say this hit gold standard on phase [--]. endpoints hit secondaries hit. Timeline will be delayed shit happens all the time on small bios. Think $MIST $UNCY many many more. $CHRS happened to them. $AQST"
X Link 2026-01-09T12:23Z [----] followers, [----] engagements

"RRE Ventures Founders Circle and Resolute are top-tier venture firms with current CEO leading the Bid. $BARK seems like a great deal. Multiple for the bid is 0.3x revenue. Great business if they get to go private on this deal at 90c. I would expect a slight bump up bid imo"
X Link 2026-01-12T10:15Z [----] followers, [----] engagements

"Been looking at a few pre deal announcement SPACs. Cohen Circle who took $KYIV public have $CCII. Going through the s-1. Implied deal value investment rounds. Stated target scope. I would go for fits the bill the closest. Who wants to play https://www.ocrolus.com https://www.ocrolus.com"
X Link 2026-01-15T22:48Z [----] followers, [----] engagements

"This Appellate decision on $CORT x $TEVA is due"
X Link 2026-01-16T09:39Z [----] followers, [----] engagements

"Anyone looked at $OM First signs of a fundamental turnaround since IPO. Maybe this one has been missed. Shifted the biz to 70% recurring revenue. Reduced cash burn to under $50 million a year. This had a large private placement not too long ago. https://www.globenewswire.com/news-release/2025/01/06/3004622/0/en/Outset-Medical-Announces-169-Million-Private-Placement-Financing-From-Leading-Mutual-Funds-and-Healthcare-Institutional-Investors.html"
X Link 2026-01-16T15:05Z [----] followers, [----] engagements

"$kvue just incase you were stupid enough to believe Mr Orange and his Stooge Kennedy. https://www.bbc.co.uk/news/articles/c74vdgkw1kzo https://www.bbc.co.uk/news/articles/c74vdgkw1kzo"
X Link 2026-01-17T11:10Z [----] followers, [----] engagements

"Hmmm Netflix ad revenue really jumped. If only we knew which DSPs. The Trade Desk is one of them not the sole provider With strong ad demand this could tip EPS positively. Maybe time to watch $TTD along with $MGNI for programmatic growth"
X Link 2026-01-21T00:32Z [----] followers, [----] engagements

"$JANX big news stock is already mega cheap. Now validation from $BMY and even more cash"
X Link 2026-01-22T12:04Z [----] followers, [----] engagements

"I find it very odd $VTYX is over 14$ a share. Are they about to get a counter from $SNY Remember Sanofi wants/invested in their NLRPs.Who knows but extremely interesting $LLY did pick it up cheap imo"
X Link 2026-01-23T15:28Z [----] followers, [----] engagements

"$CRDF CEO and CFO stepped down lmao"
X Link 2026-01-27T12:14Z [----] followers, [----] engagements

"Fundamentally $ZIP seems cheap 0.8x P/s. Been hammered by a slow job market. But numbers arent bad growing faster than the industry right now. They have a 100mil BB in place. 89% margin. And leaner compared to [----] hiring spree 🤷♂ https://s202.q4cdn.com/155816774/files/doc_financials/2025/q3/Corporate-Presentation.pdf https://s202.q4cdn.com/155816774/files/doc_financials/2025/q3/Corporate-Presentation.pdf"
X Link 2026-01-27T21:11Z [----] followers, [---] engagements

"Washington going to taco on healthcare imo $UNH $ALHC $CNC etc"
X Link 2026-01-27T21:32Z [----] followers, [----] engagements

"$CALC Unfortunate news Net cash is [----]. Not a good look. This could be bloody"
X Link 2026-01-28T12:09Z [----] followers, [----] engagements

"Sometimes these move don't make any sense. $CALC with zero cash left after paying back debts and failed phase [--] moves 175% off lows. Then you have $VTGN with over 70mil in cash and equiv not getting any action.at the moment. And $VTGN still has Pali-4 potential wildcard 🤷♂"
X Link 2026-01-28T15:47Z [----] followers, [----] engagements

"People were hoping for zero regain or continued loss. The "durable" promise for $GUTS just became bloated. Keep eating fatties"
X Link 2026-01-29T12:11Z [----] followers, [----] engagements

"I did laugh about $GUTS. But thinking out loud if the device performs exactly the same way in the 315-person group as it did in the 40-person group that p=0.07 will mathematically shrink likely well below the $0.05 or even $0.01 threshold unless it goes to mean.juicy"
X Link 2026-01-29T15:39Z [----] followers, [----] engagements

"What I was essentially saying earlier. Mathematically its very possible. If that same 3% difference holds true in the pivotal then math takes hold no And P value improves $GUTS"
X Link 2026-01-29T21:41Z [----] followers, [----] engagements

"$RHI signs of a real turnaround. Potentially good news for $ZIP also. RHI is the bellwether"
X Link 2026-01-30T10:08Z [----] followers, [---] engagements

"$SPRY lift should in theory see big day off $AQST CRL only name in the market now for foreseeable. $AQST "Human Factors" And PK study lmao. Can't wait to see official FDA notes on this"
X Link 2026-02-02T12:05Z [----] followers, [----] engagements

"$SPRY one side of the coin today $AQST the other https://ir.ars-pharma.com/news-releases/news-release-details/eurneffyr-1-mg-adrenaline-nasal-spray-recommended-approval-eu https://ir.ars-pharma.com/news-releases/news-release-details/eurneffyr-1-mg-adrenaline-nasal-spray-recommended-approval-eu"
X Link 2026-02-02T13:08Z [----] followers, [----] engagements

"@Jonny_fun_guy yes v decent numbers for $SPRY Numbers stack up for BE. Tightly held by v good bio funds. Really surprised it's not higher today. People aren't mapping out the timeline for $AQST. PDUFA would be at least another [--] months to a year AFTER Q3. And by that time would be almost out $"
X Link 2026-02-02T14:13Z [----] followers, [---] engagements

"Bet $GME CEO buys someone like $HELE If he needs to see upside. $GME balance sheet would rerate them. And tariff storm calming down a tad"
X Link 2026-02-02T20:26Z [----] followers, [---] engagements

"$PYPL is an increase in numbers from prior year but missed guide that CEO was a moron remember his pumping for nothing when he first joined. I'm a buyer once the dust settles it's a Megalodon of a business (Yes they did go extinct haha). FCF of 2.8-3bln projected"
X Link 2026-02-03T12:12Z [----] followers, [----] engagements

"Gossip $ocul drop means something when you have big profitable names dropping 18-20% probably some of the most viscous selloffs since last March. $ocul guide for data early feb I would take a guess on a PR this Fri for Mon readout. Have until 15th Feb my view of early"
X Link 2026-02-03T21:47Z [----] followers, [----] engagements

"talking AI disruption how is this not a major issue for $PINS Maybe not immediately. Over the LT. If the street are acting so erratic in their repricings https://mixboard.google.com/projects https://mixboard.google.com/projects"
X Link 2026-02-04T10:22Z [----] followers, [---] engagements

"I'm not planning on longing it as market being stupid. But the Genie vs. $U hysteria falls apart. It predicts the next pixel. If you jump on a Goomba it imagines what happens next based on training data. It is dream logic. It cannot reliably track a complex inventory system"
X Link 2026-02-04T11:58Z [----] followers, [----] engagements

"and if cheap coding lowers the barriers to making games. $U would have a massive influx their infrastructure of what's actually needed shines. Again market is being irrational here and not about to step in front of an irrational train. But it's truly retarded"
X Link 2026-02-04T11:58Z [----] followers, [---] engagements

"You can't reinvent a Game Engine with prompts the narrative of making games may change. I would love for someone to prove me wrong and make a consistent AI made game. For an arbitrary example try and get any AI to make a unique High end agency Logo it can't do it. $U"
X Link 2026-02-04T12:04Z [----] followers, [---] engagements

"Take $SAP getting rugged. Sure Claude can make an empty shell that's similar. Real value is enterprise data customer acquisitions. For example. U make a nice clone on claude use it. Then System makes a rounding error that causes you to violate tax law in France. Game over"
X Link 2026-02-04T12:41Z [----] followers, [---] engagements

"Last word AI threatens systems of engagement. Not systems of record for physics and logic. That is the disconnect. And Yep warming up to the idea of taking some names that have been wrongly decimated. $ADSK $BSY and even $U. I think market is missing a logic gap"
X Link 2026-02-04T12:51Z [----] followers, [----] engagements

"$CORT X $TEVA been [---] days since oral arguments"
X Link 2026-02-04T16:17Z [----] followers, [---] engagements

"Essentially what I was saying earlier with $U It's peak hysteria. $SAP etc all of the big key players. Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT"
X Link 2026-02-04T16:19Z [----] followers, [----] engagements

"@BiotechPort @adamfeuerstein clutching dude. We shall see. All will be revealed"
X Link 2026-02-05T13:06Z [----] followers, [---] engagements

"@BiotechPort @adamfeuerstein There was a rumour the Put buyers 'knew something' on $OCUL. They chose the wrong strike lmao. Strike expires on the 20th. People don't have a clue. Will await data and go from there like a sensible person. And play the volatility in-between"
X Link 2026-02-05T13:09Z [----] followers, [---] engagements

"Was lots of talk $OCUL put flow which has now proved nothing more than a gamble as they targeted the wrong strike. But leads me to remember a cautionary tale. $TCDA Option flow was aggressive🟢 for their ph3. Subsequently they failed and went bust. Option flow is bias & bs"
X Link 2026-02-05T13:34Z [----] followers, [----] engagements

"same goes for $QURE 70c buyer"
X Link 2026-02-05T13:53Z [----] followers, [---] engagements

"Were back to big neg ev bios. $janx neg ev getting wider. Many others. Especially small caps"
X Link 2026-02-05T20:39Z [----] followers, [----] engagements

"Both $udmy and $cour v good earnings. In a rough market. Resilient businesses. Can see how the synergies of merging will greatly help scale"
X Link 2026-02-05T21:17Z [----] followers, [----] engagements

"Still it remains Lots of power is going to be needed to operate these data centres. Small reactors projected to generate upwards of 120Bln in revenues by [----]. The most scaleable is $IMSR as SALEU is king cheapest regulatory compliance etc $META $MSFT https://visiongain.com/small-modular-reactor-smr-market/ https://visiongain.com/small-modular-reactor-smr-market/"
X Link 2026-02-06T11:04Z [----] followers, [----] engagements

"@Vulpescap If GOSS fails. Is there readthrough to IKT"
X Link 2026-02-06T20:20Z [----] followers, [---] engagements

"Have to think $HIMS going to be crushed with lawsuits now. If theyve been pushing unapproved labelling and even carried on after being notified. Cavalier behaviour. Good to see @US_FDA taking some action"
X Link 2026-02-06T23:39Z [----] followers, [----] engagements

"is $RXT About to announce BK Debt is due [----]. Continued ongoing losses. Not sure if anyone is close to this story"
X Link 2026-02-09T10:16Z [----] followers, [----] engagements

"$TECX You've now got $LLY and $AZN saying No mas' for Relaxin.not looking good. Eye through the needle stuff"
X Link 2026-02-10T10:28Z [----] followers, [----] engagements

"That Rev guidance for $OSCR .Big revision up"
X Link 2026-02-10T11:10Z [----] followers, [----] engagements

"@stockholder30 CEO Mark Bertolini noted that the growth was driven by a new suite of affordable products and expansion into markets where rivals have exited company's [----] outlook includes positive Earnings from Operations ranging from $250 million to $450 million"
X Link 2026-02-10T11:27Z [----] followers, [---] engagements

"@RodAlzmann Guessing it will be oversubbed"
X Link 2026-02-10T18:06Z [----] followers, [---] engagements

"$MNTN Impressive EPS number. Considering the Mcap"
X Link 2026-02-10T21:36Z [----] followers, [----] engagements

"@longshorteqt It's a v cheap acquisition target when u consider net debt around 233mil"
X Link 2026-02-10T22:36Z [----] followers, [---] engagements

"$U Down off flat guide and strat shift. Ironsource decreased. Unity Ad Network was strong"
X Link 2026-02-11T12:35Z [----] followers, [---] engagements

"it seems like $BARK want to accept the .90c bid. Their own bid. Rather than an outsider reading between the lines"
X Link 2026-02-11T15:10Z [----] followers, [----] engagements

"Checked through $U Transcript. Q1 blip by looks of it. They expect q2 to ramp back up and to drive a [---] basis point improvement for FY"
X Link 2026-02-11T15:58Z [----] followers, [---] engagements

"@SurfShopCapital @EricTheUmpire Lmao my first thought. Is wife still around. Otherwise this is a bridge to far"
X Link 2026-02-11T18:21Z [----] followers, [--] engagements

"$MPLT Fresh name recent IPO"
X Link 2025-11-21T10:38Z [----] followers, [----] engagements

"$NYXH received a much lauded Medicare Coverage (Code 64568) today means the procedure is now highly profitable for the hospital/ASC providing the care. So more incentivised launched a pp securing funds into [----]. Has the edge over an $INSP who cannot treat (CCC). 🧵"
X Link 2025-11-26T16:37Z [----] followers, [----] engagements

"@mvcinvesting Management points out that while the headline volume growth was only 3% if you exclude the SFR segment (which they are intentionally winding down) the core network actually grew 34% year-over-year. https://www.sec.gov/Archives/edgar/data/1883085/000188308526000010/pagayaq42025shareholderl.htm https://www.sec.gov/Archives/edgar/data/1883085/000188308526000010/pagayaq42025shareholderl.htm"
X Link 2026-02-09T12:41Z [----] followers, [----] engagements

"$PGY to further expand. Management stated that the business is now "self-funded" and they do not anticipate needing to raise equity capital in the foreseeable future. Personal Loans and auto loan losses at 30% lower than [----] and [----] levels FYI"
X Link 2026-02-09T12:48Z [----] followers, [----] engagements

"Find it ironic Claude finding some debugging is freaking out $CRWD and $S investors. When like $U the opposite is true. More code that is shipped via claude increases surface area. $S is Stopping active attacks on live devices. Claude is looking at source code. Think Zero day"
X Link 2026-02-09T16:11Z [----] followers, [----] engagements

"they're the last line of defense for a massive new wave of code that's going to be choc full of hallucinations"
X Link 2026-02-09T16:22Z [----] followers, [---] engagements

"$MCRB sounds like it's toast"
X Link 2026-02-12T12:11Z [----] followers, [----] engagements

"I think we are being sold a kipper by these AI experts. AI will never be able to think creatively. The sentient agent is a lie. $SPY $QQQ https://digitalsynopsis.com/design/creative-logo-design-negative-space/ https://digitalsynopsis.com/design/creative-logo-design-negative-space/"
X Link 2026-02-12T20:20Z [----] followers, [---] engagements

"$NIO finally made it to adj profit. First time. well done to them. Their battery swap tech was lightyears ahead thinking"
X Link 2026-02-05T10:25Z [----] followers, [---] engagements

"Casual $6 BILLION Rev Beat for $OSCR. It's only a 3.1bln mcap. Projecting revs of 18.7-19Billion. Jesus"
X Link 2026-02-10T11:16Z [----] followers, [----] engagements

"For everyone foaming at the mouth of the humans demise. AI still cant create a good logo thats original & design agency level. Incapable of thinking creatively most likely never will. After untold $ spent @AnthropicAI @DarioAmodei @sama care to explain the roadblock here"
X Link 2026-02-12T20:03Z [----] followers, [---] engagements

"$BARK The Special Committee has requested meetings with the principals of both the Great Dane Group and GNK / Lemonis Group. https://www.sec.gov/Archives/edgar/data/1819574/000162828026008202/finalprojecthound-scupdate.htm https://www.sec.gov/Archives/edgar/data/1819574/000162828026008202/finalprojecthound-scupdate.htm"
X Link 2026-02-14T00:00Z [----] followers, [---] engagements

"Language is important. "more than" $VTYX hedge a guess it's not 1.18bln more like higher. 1bln is too cheap. "Eli Lilly & Co. is in advanced talks to acquire Ventyx Biosciences for more than $1 billion according to a report in the Wall Street Journal.""
X Link 2026-01-07T10:11Z [----] followers, [----] engagements

"$ACI The Board of Directors increased the total share repurchase program authorization from $2.0 billion to $2.75 billion. They paid $750M for a buyback immediately retiring [----] million shares (approx. 80% of the total order). Sales were hit bcus of SNAP funding. nice divi"
X Link 2026-01-07T12:46Z [----] followers, [----] engagements

"$CRIS their IRAK Inhibitor has found a backdoor to treating AML. Recent data showed that in a small group of patients adding Emavusertib helped them achieve uMRD (undetectable Minimal Residual Disease)"
X Link 2026-01-07T14:04Z [----] followers, [----] engagements

"$Kura Market Cap: $836mil $SNDX Market Cap:$1.7 Billion. $CRIS is 11mil + dilution 120mil fully diluted so cheap my thinking if they hit on data"
X Link 2026-01-07T14:31Z [----] followers, [----] engagements

"They are paying $105 million to own the entire operating business minus the cash. Talk about a steal. For a company doing 450mil in revs"
X Link 2026-01-12T10:46Z [----] followers, [---] engagements

"$TVTX regardless of FGSS. Its worth [--] per share Margins are very handsome🤔 seems extreme"
X Link 2026-01-13T00:07Z [----] followers, [----] engagements

"$BIOR former cult name. UC data coming. Tried to dig out the actual date. Will be released on next Corp update. Looking back on previous March corps they pre announce the date anywhere from 18th onwards. Theyve cleared a good bit of debt on notes and sold part of their biz🧵"
X Link 2024-03-15T20:58Z [----] followers, [---] engagements

"$QTIH what a turnaround there. Hat tip @ConfuciusTrades who has stayed with the name"
X Link 2025-07-03T15:26Z [----] followers, [---] engagements

"$CNC core Medicare & Medicaid businesses 75%+ of revenue are outperforming yet the stock is priced like the ACA segment (just 20%) is existential. This is a deep-value reset not a decline imo. 36bln in cash/long & short term investments"
X Link 2025-07-06T14:58Z [----] followers, [----] engagements

"$AHT is super interesting special sit if it pans out. Theres a lot of dry powder in real estate PE funds and a broader trend of public REITs being taken private. Maybe a smart idea for Monty to sell. I would prefer a recap this would offer major upside if done correctly $AHT announces review of strategic alternatives. Hopefully the removal of Monty is part of this. https://t.co/HL9K0gGgTZ $AHT announces review of strategic alternatives. Hopefully the removal of Monty is part of this. https://t.co/HL9K0gGgTZ"
X Link 2025-12-10T10:06Z [----] followers, [----] engagements

"$OLO watching closely. Beat ER on both. See if it bounces near dbl bottom territory. "Olo Inc. (NYSE:OLO): OLO reported better-than-expected 4Q results as revenue grew 25% year-over-year. Looking to [----] is projecting its new payment product to contribute high-teens millions"
X Link 2023-05-29T17:44Z [----] followers, [---] engagements

"$HLVX On October [--] [----] HilleVax Inc. (the Company) completed a workforce reduction of approximately [--] employees constituting approximately 25% of the Companys workforce. The Company is taking this action to reduce its operating expenses while the Company explores. 🧵"
X Link 2024-10-16T21:15Z [----] followers, [---] engagements

"$ALVR merger finally. Slightly disappointing. No private placement from usual suspects"
X Link 2024-11-08T11:05Z [----] followers, [----] engagements

"Now youll need a hairy chest for this and some balls with crypto / #BTC having a moment. But for Arbs the upcoming vote between $BITF x $SDIG merger (27th Feb) appears juicy for new entrants of $BITF 🧵"
X Link 2025-02-25T16:31Z [----] followers, [---] engagements

"$BHR including everything prob a better example. Essentially a gross sale over [---] Bln it starts to ramp for equity holders. Unless I've missed something. Bare in mind most analysts think gross sale would be 2.5bln or above"
X Link 2025-08-27T13:02Z [----] followers, [----] engagements

"$MCRP Probably being overlooked like $RR And $SERV was initially. Upcoming results from pilot studies could get full rollout in Dubai soon. Also pending developments for NY. Big disconnect Vs it's peers with arguably better products. https://storage.googleapis.com/vendorgroup-assets/site/e4a718b2-1632-4aeb-ba1b-07c6669476e5/2025/09/16/68c9b1c1a93a5435b9bcc15d/Micropolis%20Holding%20IR%20PPT%20HCW%208.15.25%20(2).pdf"
X Link 2025-10-09T09:46Z [----] followers, [----] engagements

"$GETY can get a large bounce on positive UK decision with all these shorts after reversing all the way down. UK court verdict on monopoly of merger due early November. Tightly held by institutions"
X Link 2025-10-31T23:09Z [----] followers, [----] engagements

"$Eols back from the dead. Might be good omen for $olpx tmrw. Looking your best self appears to be back on trend"
X Link 2025-11-05T22:10Z [----] followers, [----] engagements

"reason $OLMA going ham. Bcus $RHHBY just released data"
X Link 2025-11-18T11:07Z [----] followers, [----] engagements

"$GBIO A rare strat alt oppy imo. Just looking at it after paying off lease (they paid it in august) Net cash per share sits around [---] give or take. They issued 90% RIF. TD Cowen been engaged in the strat process a few months. 4.6mil float tightly held"
X Link 2025-11-24T17:23Z [----] followers, [---] engagements

"In regards to Kelonia Triumph. $ACLX. What about $GBIO Has the knowhow Has a mature cell-targeted Lipid Nanoparticle (ctLNP) platform ASH abstract from Kelonia Therapeutics' in-vivo BCMA CAR T that is causing $ACLX to dip 13% intraday. In-vivo CAR T assuming they come to fruition are vastly superior to current CAR Ts. No wonder J&J partnered up with Kelonia earlier this month. https://t.co/359dF5xklo https://t.co/Qgc4kON5Lw ASH abstract from Kelonia Therapeutics' in-vivo BCMA CAR T that is causing $ACLX to dip 13% intraday. In-vivo CAR T assuming they come to fruition are vastly superior to"
X Link 2025-11-25T14:46Z [----] followers, [----] engagements

"@cleanmoney86 The year of fragrance"
X Link 2026-02-04T15:54Z [----] followers, [---] engagements

"Could $MRSN pull a $AMAM style resurrection on thursday with breast cancer data Stranger things have happened. Like $AMAM being bought for 2Bln. Lets make ADCs hot again 🤓"
X Link 2025-05-12T23:15Z [----] followers, [----] engagements

"$OLPX Continues to grind out profit progress on their transformation. Once it turns share price should appreciate quickly imo sell-through "improving sequentially. Shares at lows seem unfair considering progress/efforts"
X Link 2025-11-06T14:09Z [----] followers, [---] engagements

"The issue with $SMCI is margins. Margins are squeezed. If they fixed this with all the Capex just what's being spent by the big four. $SMCI Would be at ATHs. They have provided a solution to margin but not executed. Do you take a bet on them fixing margins Failed so far"
X Link 2026-02-06T09:55Z [----] followers, [----] engagements

"Remember $TNYA did this in Feb. All these usual suspectsnot been the best pre cursor of late but we shall see https://www.globenewswire.com/news-release/2024/02/08/2825960/0/en/Tenaya-Therapeutics-Announces-Pricing-of-Underwritten-Offering.html https://www.globenewswire.com/news-release/2024/02/08/2825960/0/en/Tenaya-Therapeutics-Announces-Pricing-of-Underwritten-Offering.html"
X Link 2024-12-17T00:13Z [----] followers, [----] engagements

"$ALMS is becoming a compelling valuation. My whatif devil on my shoulder💭 $SLRN merger now complete. Cash = $737 mil vs 337mil mcap. two parallel Phase [--] trials with over [----] patients enrolled topline results expected in early Q1 [----]. Also Kaken partnership 🧵"
X Link 2025-06-02T19:20Z [----] followers, [----] engagements

"According to BofA the bill aims to increase the REIQ and stablish the Presiq. BofA believes the combined changes could increase $BAK's EBITDA by $800mn. Hat tip @SteveYonezu"
X Link 2025-07-09T13:08Z [----] followers, [----] engagements

"To further expand on thinking. Starter position $gety they're having trouble in UK CMA a la $SSTK merger UK saying it's a monopoly but here's two ringers [--]. Said they'll sell off the UK Biz if CMA doesn't pass it. [--]. Holders completely own the OS @OddDiligence interesting"
X Link 2025-12-22T12:25Z [----] followers, [----] engagements

"$smmt pdufa Duggan to the rescue https://smmttx.com/news/press-releases/news-details/2026/Summit-Therapeutics-Announces-U-S--FDA-Acceptance-of-Biologics-License-Application-BLA-Seeking-Approval-for-Ivonescimab-in-Combination-with-Chemotherapy-in-Treatment-of-Patients-with-EGFRm-NSCLC-Post-TKI-Therapy/default.aspx https://smmttx.com/news/press-releases/news-details/2026/Summit-Therapeutics-Announces-U-S--FDA-Acceptance-of-Biologics-License-Application-BLA-Seeking-Approval-for-Ivonescimab-in-Combination-with-Chemotherapy-in-Treatment-of-Patients-with-EGFRm-NSCLC-Post-TKI-Therapy/default.aspx"
X Link 2026-01-29T12:36Z [----] followers, [----] engagements

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