@zipjet Avatar @zipjet zipjet

zipjet posts on X about $ocul, $tgtx, $ual, $cost 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 26.83% finance 14.63% cryptocurrencies 9.76% technology brands 7.32% countries 6.71% celebrities 1.83% social networks 0.61% automotive brands 0.61% travel destinations 0.61%

Social topic influence $ocul #4, $tgtx #3, $ual 4.27%, $cost 4.27%, $dal 3.05%, in the 2.44%, money 2.44%, $amzn 2.44%, hamas 2.44%, this is 1.83%

Top accounts mentioned or mentioned by @adam7477882377 @jeremyfalmouth @descartesidea @razbiotech @placigyunv6567 @pharmatrader1 @nitjignit @semodough @andre_agtc @behrooznajafi @richtrades100 @birgirm80 @ericldaugh @biotech2k1 @wallstlobo @biomaven @tgtxdough @lucy3370 @ozziechambers @ascendingbio

Top assets mentioned Ocular Therapeutix, Inc. (OCUL) TG Therapeutics, Inc. (TGTX) United Airlines Holdings, Inc. (UAL) Costco Hot Dog (COST) Delta Air Lines, Inc. (DAL) Amazon.com, Inc. (AMZN) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Liquidia Corporation Common Stock (LQDA) Boeing Co (BA) Walmart, Inc. (WMT) Advanced Micro Devices (AMD) Pfizer, Inc. (PFE) Mastercard, Inc. (MA) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) Convex Finance (CVX)

Top Social Posts

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

"$OCUL dipped to [-----] That may not be the low. But at this point OCUL is a buy-the-dips stock. The magnitude of the opportunity is not clear to many: https://drive.google.com/file/d/1IYRP77Xkkag9PA0l41BdvnXfyLJ7Bv2e/viewusp=sharing https://drive.google.com/file/d/1IYRP77Xkkag9PA0l41BdvnXfyLJ7Bv2e/viewusp=sharing"
X Link 2025-12-11T16:35Z [----] followers, 12.3K engagements

"$OCUL here is Gemini's comment on the controversy: Pravin Dugels thesis regarding the "pulsatile" nature of current treatmentsand how this leads to fibrosisis a central pillar of Ocular Therapeutixs (OCUL) value proposition for Axpaxli.1 The core of his argument is that the Pharmacokinetics (PK) of current standard-of-care (SoC) anti-VEGF injections (like Eylea or Lucentis) are inherently flawed because they do not mimic natural physiology. The Scientific Thesis: The "Pulsatile" Effect Dugels argument relies on the relationship between drug concentration levels ($T_max$ and half-life) and the"
X Link 2025-12-22T17:32Z [----] followers, [---] engagements

"$UAL Bernstein raised PT to [---] from 129"
X Link 2026-01-27T15:52Z [----] followers, [---] engagements

"$UAL swing trade long $103.45 under performing $DAL by over 200bps"
X Link 2026-01-29T19:40Z [----] followers, [---] engagements

"$TGTX Kesimpta patient comments on switching from K to B: Patients who transitioned from Kesimpta to Briumvi frequently cite improved physical well-being reduced systemic side effects and enhanced emotional health as the primary drivers for the switch. While Kesimpta offers the convenience of at-home administration many patients found that the infusion-based schedule of Briumvi resulted in a higher quality of life between doses. Key Benefits of Switching [--]. Reduced Side Effects and Recovery Time Several patients noted that previous treatments including Kesimpta caused significant fatigue or"
X Link 2026-01-31T13:24Z [----] followers, [----] engagements

"@BehroozNajafi Some times all you can do is patiently accumulate a stock. I maintain that even without subQ that $TGTX is worth [--] today. In time the value will be realized. Look at the CAGR's and the PE's:"
X Link 2026-02-02T21:49Z [----] followers, [----] engagements

"@OzzieChambers $TGTX When I read patients switching from Kesimpta to Briumvi and why it makes me think that B is the better drug. So it is NOT just about subQ. IF I have that right B will still be the better drug when it is available as a subQ and that will dramatically increase the TAM"
X Link 2026-02-02T21:53Z [----] followers, [---] engagements

"$NFLX is a good buy here. I think the purchase of the $WBD film library is good for the stock. Take a look at the CAGR's and PEG: $NFLX buy the oppurtunity I love an entry in this zone https://t.co/HPtqWbT9e4 $NFLX buy the oppurtunity I love an entry in this zone https://t.co/HPtqWbT9e4"
X Link 2026-02-02T21:58Z [----] followers, [---] engagements

"@richtrades100 $OCUL has dropped 48% from early January high. Is there a tell in the move"
X Link 2026-02-04T13:26Z [----] followers, [----] engagements

"@richtrades100 The high for $OCUL was early December not January. Hit 16.44"
X Link 2026-02-04T17:27Z [----] followers, [---] engagements

"@AscendingBio $OCUL - I like the idea of releasing the data the day they will present at the Macula Society Meeting. That maximizes interest in the news by a key group that will help move the treatment forward"
X Link 2026-02-05T14:09Z [----] followers, [---] engagements

"$OCUL good post even if he blocks me:"
X Link 2026-02-05T14:18Z [----] followers, [----] engagements

"Thank the Democrat control of NM for destroying the oil industry in the state if they pass the net zero bill: As usual Democrats live in la la land. Time for Federal preemption. The Clear Horizons Act would demolish New Mexicos oil industry The Clear Horizons Act requires New Mexico to dramatically reduce its GHG emissions: to 45% below [----] levels by [----] 75% below [----] levels by [----] and net zero by [----]. If this is passed it will require large parts of the New Mexico oil industry to shut down. NM has already cut GHG emissions by 21% from [----] levelsat significant cost. E.g. NM recently"
X Link 2026-02-06T21:17Z [----] followers, [---] engagements

"Source Alex Epstein - the guy understands hydrocarbons and the CO2 arguments floated by the left"
X Link 2026-02-06T21:20Z [----] followers, [---] engagements

"@pharmatrader1 @Andre_AGTC $TGTX There is no way Neurologists are going to put RRMS patients at risk of liver damage or do monthly blood draws to use fenebrutinib. PPMS has no treatment short of blowing out the immune system and doing a bone marrow transplant. So there may be a market for fenebrutinib"
X Link 2026-02-07T22:32Z [----] followers, [---] engagements

"I know Barry Singer and his reputation is excellent. He used to practice with Barb Green who was one of the best if not the best clinician/practitioner for MS in St. Louis. Think she is now retired. But was a real leader in STL for MS. Barry confirms my comment that fenebrutinib is interesting for PPMS but not RRMS. So this is no threat to $TGTX and Briumvi. https://twitter.com/i/web/status/2020502543617388737 https://twitter.com/i/web/status/2020502543617388737"
X Link 2026-02-08T14:18Z [----] followers, [---] engagements

"@birgirm80 @ChrisMartzWX This is a very nice propaganda video"
X Link 2026-02-09T23:55Z [----] followers, [--] engagements

"@RazBioTech Yes and it is still a positive outcome. Highly statistically significant even if 10% of the Axpaxli arm needed rescue"
X Link 2026-02-10T00:18Z [----] followers, [---] engagements

"@JeremyFalmouth @RazBioTech My guess is control 35% and Axpaxli 80%. $OCUL Will be interesting to see the data"
X Link 2026-02-10T13:13Z [----] followers, [---] engagements

"$NFLX mkt is freaking out over buying $WBD. Short teem the stock buybacks are hurting the stock as well as concern that the capital expenditure for WBD will not be sufficiently rewarding. IMO if any company can monetize WBD it is NFLX. So I think this is a buy and whether they buy WBD or not won't matter. $NFLX is down 40% in [--] months. But the business didnt get the memo: Revenue +16% EPS +28% PEG 1.1x Forward P/E 24x This isnt what a dying company looks like. Feels less like fundamentals breaking and more like expectations resetting. Question is: is the https://t.co/EQ2XlaVjf9 $NFLX is down"
X Link 2026-02-12T21:18Z [----] followers, [---] engagements

"$LQDA - anecdotal but clear support for what we already have good reason to believe. The caution exhibited by MD's is understandable. However from a legal perspective it is also why Andrews needs to issue his decision. Patients are at risk and some are likely suffering harm. $LQDA update: spoke to her today for the first time since June. She tried Tyvaso but had to quit after a month- the cough was too much. Early last month her pulmonologist started her on Yutrepia and she said it's noticeably better. Still has a cough with the first morning dose $LQDA update: spoke to her today for the"
X Link 2026-02-13T22:00Z [----] followers, [----] engagements

"RT @RealJamesWoods: This is twice now that Senator Collins has saved this nation with a defining vote first the Kavanaugh confirmation an"
X Link 2026-02-14T23:39Z [----] followers, 10.1K engagements

"RT @elonmusk: For a country to survive there has to be a common culture. Nobody dies to defend a multicultural economic zone American"
X Link 2026-02-15T12:59Z [----] followers, 25.7K engagements

"$OCUL Heres a clean X (Twitter)ready version of your post that keeps the structure clarity and authority while fitting the platforms flow and formatting style for maximum engagement and readability: Ocular Therapeutix ($OCUL) Catalyst Evaluation as of Feb [--] [----] The company will host a webcast on Feb [--] to review topline results from the SOL-1 Phase [--] superiority trial a true binary event likely to define the stock for years. Fundamental Score: [--] / [--] [--] Science & Platform (2/2) ELUTYX hydrogel enables sustained axitinib release addressing injection fatigue. [--] Pipeline (1/2) Pipeline beyond"
X Link 2026-02-15T21:05Z [----] followers, [----] engagements

"$OCUL SOL-1 P-value on the Primary endpoint will be: (number of zeros after the decimal point before the next non-zero) [--] [--] [--] or more [--] [--] [--] [--] or more 4"
X Link 2026-02-14T12:53Z [----] followers, [----] engagements

"RT @EricLDaugh: 🚨 JUST IN: Now that we have [--] Senate votes for the SAVE America Act Vice President JD VANCE can swoop in and break the ti"
X Link 2026-02-14T23:35Z [----] followers, 14.3K engagements

"@Biotech2k1 Shifted to using Perplexity to format after Gemini did the heavy work and then copy that to X. Take a look at $OCUL for an example. When I get time I will take a look at the model and see if I can think of improvements. Thank you"
X Link 2026-02-15T21:08Z [----] followers, [---] engagements

"$OCUL We know enough about the two drugs to have a good feel statistically of the timing and number of rescues that will occur. Number and cadence. It all fits for SOL-1 to deliver on superiority of Axpaxli. $OCUL https://t.co/ZWV6oNOvfc https://t.co/L7Q3aYqppp $OCUL https://t.co/ZWV6oNOvfc https://t.co/L7Q3aYqppp"
X Link 2026-02-02T21:36Z [----] followers, [----] engagements

"$OCUL - as promised on time and still on track for data release this month and filing NDA: Guidance on SOL-1 Clinical Trial The SOL-1 Phase [--] superiority clinical trial is a registrational study designed to evaluate the safety and efficacy of AXPAXLI (OTX-TKI) for the treatment of wet age-related macular degeneration (wet AMD). As of the latest update the trial results remain masked. Topline data from the SOL-1 trial are anticipated to be presented at the 49th Macula Society Annual Meeting scheduled to take place between February [--] [--] [----]. This trial is being conducted under a Special"
X Link 2026-02-05T12:54Z [----] followers, [----] engagements

"$OCUL is focusing on 52-week data for a strategic reason: The SPA Amendment: In March [----] the FDA approved an amendment to allow subjects to be re-dosed at Week [--]. Why wait To maintain the "blind" (masking) they cannot look at the 36-week data until the patients hit the 52-week mark. If they unmasked at [--] weeks to report data it could bias the investigators or patients for the remainder of the 52-week observation period. NDA Strategy: Ocular plans to submit their New Drug Application (NDA) based on the Year [--] (52-week) data. This provides a cleaner safety profile and better evidence for"
X Link 2026-02-05T17:30Z [----] followers, [---] engagements

"$OCUL being masked is valid and functionally standard: Who is masked The patients the treating physicians and the internal Ocular clinical team are strictly masked. Who isn't Usually an Independent Data Monitoring Committee (IDMC) or a third-party CRO (Contract Research Organization) has access to the unblinded data to monitor for safety. If anyone at Ocular had "peeked" at the efficacy data it would violate the SPA and potentially invalidate the trial in the eyes of the FDA. When Ocular says results "remain masked" they mean the "lock" hasn't been broken for the company's decision-makers"
X Link 2026-02-05T17:33Z [----] followers, [---] engagements

"$OCUL The "Quiet Period" and Timing Why they went quiet in December if they are still masked in February: Database Lock: Before you unmask you must "lock" the database meaning no more changes can be made to the data. This process is tedious and often takes weeks. The quiet period likely started as they began the final data cleaning and locking process for the hundreds of patients in SOL-1. Conference Prep: The Macula Society meeting is February [----] [----]. The company stated they expect topline data in the "second half of February." This implies tight timing: they will unmask run the"
X Link 2026-02-05T17:37Z [----] followers, [---] engagements

"@tomsilver39 $OCUL wAMD TAM is $10B 30-50% is $3-5B in Axpaxli sales TAM is growing as population ages and that will accelerate IF Axpaxli turns wAMD into a chronically treatable disease. NPDR is another $10B TAM that Axpaxli will treat with a single annual shot"
X Link 2026-02-06T10:27Z [----] followers, [---] engagements

"It is proprietary. $OCUL McCutcheon recently reiterated an Outperform rating on $OCUL. His latest analysis (published in early February 2026) focuses on the "superiority" design of their clinical trials specifically for AXPAXLI in wet Age-Related Macular Degeneration (wet AMD) and Diabetic Retinopathy. Key Highlights from the Report McCutcheons "better read" on the trials emphasizes why $OCULs strategy is distinct from competitors: SOL-1 Superiority Focus: Unlike most "me-too" drugs aiming for non-inferiority the SOL-1 Phase [--] trial is designed to prove AXPAXLI is superior to a single dose of"
X Link 2026-02-06T14:23Z [----] followers, [---] engagements

"$OCUL https://chatgpt.com/s/t_69862d1f58288191892a0b5275501b8d https://chatgpt.com/s/t_69862d1f58288191892a0b5275501b8d"
X Link 2026-02-06T18:07Z [----] followers, [----] engagements

"$OCUL 38%-40% lost [--] letters $OCUL .this is from non optim vision.we're optimizing vision and the [--] ltr loss is from optim vision not from study entry.in MARINA trial.we think about 38% 40% of the patients in that trial who are analogous went on to a [--] letter loss" 2/6 $OCUL .this is from non optim vision.we're optimizing vision and the [--] ltr loss is from optim vision not from study entry.in MARINA trial.we think about 38% 40% of the patients in that trial who are analogous went on to a [--] letter loss" 2/6"
X Link 2026-02-08T18:44Z [----] followers, [----] engagements

"$OCUL 30-50% of patients that are going to lose [--] ltrs $OCUL you got [--] monthly dose of Lucent and then treat PRN.and you didn't get reimburs until you got 20:40 or worse which is exactly the patient pop that we see in the comparator arm. So we're very very confident that 30-50% of patients that are going to lose [--] ltrs" 4/6 $OCUL you got [--] monthly dose of Lucent and then treat PRN.and you didn't get reimburs until you got 20:40 or worse which is exactly the patient pop that we see in the comparator arm. So we're very very confident that 30-50% of patients that are going to lose [--] ltrs" 4/6"
X Link 2026-02-08T18:45Z [----] followers, [----] engagements

"$OCUL "way overpowered.with Axpaxli.don't believe any of them would have at a 9mo period progressed to [--] letter loss. $OCUL On powering "way overpowered.patients that we looked at in our two ph1 trials (49) with Axpaxli.don't believe any of them would have at a 9mo period progressed to [--] letter loss.there were patients who were rescued.typically for fluid in a non foveal environ" 5/6 $OCUL On powering "way overpowered.patients that we looked at in our two ph1 trials (49) with Axpaxli.don't believe any of them would have at a 9mo period progressed to [--] letter loss.there were patients who"
X Link 2026-02-08T18:46Z [----] followers, [----] engagements

"@nitjignit @JeremyFalmouth I see what everyone that I know of sees. It is likely that Axpaxli will demonstrate superiority in SOL-1. Precisely why the PT was set at $30 for $OCUL Hope they are right"
X Link 2026-02-08T20:01Z [----] followers, [----] engagements

"@DescartesIdea @nitjignit @JeremyFalmouth I regularly say it could be worth $100-200 per share once in commercialization. WAMD has a $10B TAM headed to $15B and NPDR is another $10B. Put Axpaxli in those markets with Dugel and the dream team running it and $OCUL will do very well"
X Link 2026-02-08T20:57Z [----] followers, [----] engagements

"@wallstlobo $OCUL Looks like Deep Track Capital increased OCUL position from 3.89% to 5.13% (11.2M) with the latter as of Feb [--] [----]. So it looks like they increased ownership"
X Link 2026-02-11T02:19Z [----] followers, [----] engagements

"Inference to the best conclusion Bayes theorem is probably the single most important thing any rational person can learn. So many of our debates and disagreements that we shout about are because we dont understand Bayes theorem or how human rationality often works. Bayes theorem is named after the https://t.co/FGj0Q7d9mb Bayes theorem is probably the single most important thing any rational person can learn. So many of our debates and disagreements that we shout about are because we dont understand Bayes theorem or how human rationality often works. Bayes theorem is named after the"
X Link 2026-02-14T11:20Z [----] followers, [---] engagements

"Must read. As of Fridays close the market cap of the S&P [---] was [--] trillion. The MAG7 was [--] trillion over 1/3rd. Its no mystery here. 💯 https://t.co/yEPyxBb3fr As of Fridays close the market cap of the S&P [---] was [--] trillion. The MAG7 was [--] trillion over 1/3rd. Its no mystery here. 💯 https://t.co/yEPyxBb3fr"
X Link 2026-02-14T20:20Z [----] followers, [---] engagements

"$OCUL Axpaxli 6-12 months between shots to the eye will blow away Vabysmo at [--] weeks. Very busy for the next two weeks: Ocular Therapeutix to Participate in Upcoming Investor and Scientific Conferences Ocular Therapeutix Inc. https://twitter.com/i/web/status/1917550873267360247 https://twitter.com/i/web/status/1917550873267360247"
X Link 2025-04-30T12:05Z [----] followers, [---] engagements

"$OCUL Gemini comments on the post: This is a sophisticated technical analysis of the Suprachoroidal Space (SCS) delivery platform and its implications for Ocular Therapeutix ($OCUL) and Clearside Biomedical ($CLSD). The core of your argument is a "PK-to-Clinical Gap": why do these drugs show massive durability in animal models (Pharmacokinetics/PK) but require more frequent dosing in human trials (Clinical Pharmacodynamics) Below is a breakdown and commentary on your points and the supporting data. [--]. The "Axitinib Problem": $OCUL vs. $CLSD You correctly identify that $OCUL (using a hydrogel"
X Link 2026-01-11T18:20Z [----] followers, [----] engagements

"Another poster that blocks me posting on $OCUL:"
X Link 2026-02-05T17:27Z [----] followers, [----] engagements

"$OCUL The image is a transcript from the Ocular Therapeutix (OCUL) R&D Day which took place on June [--] [----]. During this event CEO Antony Mattessich and other executives discussed the "optimized" [---] g formulation of Axpaxli (axitinib intravitreal implant). The specific exchange you highlighted involves Mattessich responding to a question from analyst Yi Chen (from H.C. Wainwright) regarding the rescue-free rates and drug delivery timelines of the newer formulation compared to the previous [---] g version. Mattessich is reassuring investors that the [---] g "optimized" formulation is designed to:"
X Link 2026-02-05T22:51Z [----] followers, [---] engagements

"Mass delusions of leftists. Given over to a reprobate mind. Europeans do not have financial payment companies like Visa or Mastercard. Europeans do not have semiconductor companies like Nvidia or TSMC. Europeans do not have social media companies like Facebook X or TikTok. Europeans do not have artificial intelligence companies like Europeans do not have financial payment companies like Visa or Mastercard. Europeans do not have semiconductor companies like Nvidia or TSMC. Europeans do not have social media companies like Facebook X or TikTok. Europeans do not have artificial intelligence"
X Link 2026-02-14T13:46Z [----] followers, [---] engagements

"@MarkWarner @ann_mcnitt Even Mark Warner gets one right"
X Link 2026-02-14T14:22Z [----] followers, [---] engagements

"RT @AnnCoulter: If we're paying the bills why can't we have their names"
X Link 2026-02-14T14:28Z [----] followers, [---] engagements

"@placigyunv6567 lol yes they would be. THERE IS MORE Dugels hypothesis that pulsatile dosing causes fibrosis and loss of vision is established and Axpaxlis stable dosing turns out to be curative. $OCUL"
X Link 2026-02-14T20:58Z [----] followers, [---] engagements

"RT @Biomaven: Incel fruit flies take to drink"
X Link 2026-02-14T23:21Z [----] followers, [--] engagements

"Must read Substack. Incredibly fine work. $OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://t.co/znXJFCiSsP $OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://t.co/znXJFCiSsP"
X Link 2026-02-15T11:15Z [----] followers, [----] engagements

"$OCUL Claude on the potential for SOL-1 success:"
X Link 2026-02-09T14:10Z [----] followers, [----] engagements

"CO drivers will see that in their auto insurance bills. Traffic accident statistics went utterly goose shit after Colorado turned their entire government into a Pot Dispensary. (A 151% spike in impaired driving accidents and a 300% spike in fatalities from same) By then they were making so much money CO chose to bury the stats. Traffic accident statistics went utterly goose shit after Colorado turned their entire government into a Pot Dispensary. (A 151% spike in impaired driving accidents and a 300% spike in fatalities from same) By then they were making so much money CO chose to bury the"
X Link 2026-02-15T13:03Z [----] followers, [---] engagements

"RT @Biomaven: Great write-up on $OCUL. The bear thesis seems to be the possibility of fewer rescues than expected in control arm - as is p"
X Link 2026-02-15T22:01Z [----] followers, [--] engagements

"$TGTX is silly cheap. GM% 85% and YoY sales growth slowing to only 88% in the most recent Q"
X Link 2026-02-06T20:19Z [----] followers, [----] engagements

"@StevieWandero @TGTherapeutics Hard for me to see why anyone invested in $TGTX would want the company sold. Just buy/accumulate and sit back. Look at the Revenue growth the GM% potential of subQ and Azer-cell:"
X Link 2026-02-08T18:30Z [----] followers, [---] engagements

"@placigyunv6567 My guess $OCUL: - highly stat sig and no AE's; - submission and approval off SOL-1 alone; - 505b2 pathway in [--] months; - Axpaxli rapidly penetrates the wAMD market; - no buyout until after launch"
X Link 2026-02-14T17:13Z [----] followers, [---] engagements

"Here is $LQDA using the template: (I disagree on this one and think it undervalued and a priority buy. This likely suggests that I need to add a section for evaluating the DCF valuation rather than relying on analysts.) Liquidia Corporation ($LQDA) February [----] Evaluation Using My 10-Point Fundamental & Value Framework [--]. Fundamental Score (010) Total: [--] / [--] [---] Science & Platform Strength 2/2 PRINT technology is now a proven commercial-stage engine producing highly uniform particles that improve lung deposition and delivery efficiency. [---] Pipeline Depth & Breadth 1/2 Yutrepia is the core"
X Link 2026-02-15T21:34Z [----] followers, [---] engagements

"$OCUL Thank you all for taking the survey. I'll admit considerable confusion on my part for how retreatments for the Eylea arm will be scored. I think they should be scored as fails. But some contend that they can be retreated per protocol and not count as a fail so long as vision is good at [--] weeks. So retreat them [--] times at [---] letters is OK so long as vision is good at [--] weeks :-( We have been told that FDA will be reviewing all of the fails which is appropriate for this protocol. So here is my answer to the poll predicated on retreatments constituting fails: Eight zeros or more"
X Link 2026-02-15T21:50Z [----] followers, [---] engagements

"@TPP_MD Interesting ideas. Non-competes will be the weakest of them many states will disallow them and the rest will look to reasonableness of the covenants. A smart attorney will beat them 90+% of the time"
X Link 2026-02-15T22:18Z [----] followers, [---] engagements

"Buying $BA [---] for a trade"
X Link 2025-09-22T17:36Z [----] followers, [---] engagements

"@ngyojiw @gshc1915 @semodough The high of [----] to which I referred was early May [----]. But never fear $TGTX will pass [--] too. IMO fair value is now 70-75"
X Link 2025-09-22T21:18Z [----] followers, [---] engagements

"@PeterSweden7 Just another example of Trump listening to wackos and believing them. RFKJr. is a disaster for the country. He will be remembered as Trump's biggest failure"
X Link 2025-09-22T21:23Z [----] followers, [---] engagements

"The breakout today by $TGTX was on volume 60% higher than the [--] day trailing average. Amused that it happened after option exp last Friday. When it was around [--] I bought calls at [--] that expired last Friday. I exercised. Sold shares at [----] today for a $4 per share profit on the $2.50 cost of the calls. 160% profit on the buy was commensurate with the risk. I rarely will buy options prefer to write them but I felt the stock was extremely oversold"
X Link 2025-09-23T01:41Z [----] followers, [----] engagements

"$TGTX. I do think that $75 is fair value today in a buyout. It is also high enough that shareholders would approve it even without MW liking it. SubQ is yet to be demonstrated much less approved. I have stated that I believe the FV of the company more than doubles with a competitive subQ. For now Kesimpta is a cloud over valuations"
X Link 2025-09-23T02:17Z [----] followers, [---] engagements

"@EmmanuelMacron I declare that the Palestinian state shall occupy France"
X Link 2025-09-23T02:50Z [----] followers, [---] engagements

"More than 33% That poses a new type of risk. Six companiesNVIDIA Microsoft Apple Alphabet Amazon and Metahave a combined market cap of over $19 trillion more than a third of the entire value of the S&P [---]. Underpinning such extreme valuation is the ongoing artificial intelligence (AI) boom and the markets belief that these companies hold a significant technological edge over global competition"
X Link 2025-09-23T12:26Z [----] followers, [---] engagements

"If the fiscal cliff occurs I don't think the Federal Reserve has the tools to offset that event. Ben Bernanke"
X Link 2025-09-23T12:34Z [----] followers, [---] engagements

"@semodough $HROW The MELT opportunity alone is worth more than the $5 PT raise IMO. MELT could be huge"
X Link 2025-09-23T13:08Z [----] followers, [----] engagements

"$TGTX That is very interesting data. To put this into the RRMS context many with RRMS who are treated can avoid exacerbations of the disease and despite that their disability grows worse. The term for these patients is nrSPMS. Non-relapsing secondary progressive multiple sclerosis. These nrSPMS are a target for a new treatment and the BRT's are leading the way in this indication. We likely will get one approved in December. Back to $TGTX: IF Briumvi not only stops flares but also stops progression then this is another reason to use Briumvi. Yes that is huge. The question remains whether this"
X Link 2025-09-24T17:04Z [----] followers, [---] engagements

"@semodough $TGTX Given that Briumvi stops disability progression in 90% of the patients treated the company should buy back the other $100M in stock authorized. Don't wait until it is hitting new highs. Yes I admit I am a TGTX bull. :-)"
X Link 2025-09-24T17:15Z [----] followers, [---] engagements

"Compare the valuations to growth: $COST PE=54 PEG=4.3 ROE=29.7% PT=1073 $WMT PE=38.6 PEG=9.8 ROE=17.1% PT=113 $AMZN PE=35.3 PEG=1.7 ROE=16.9% PT-265"
X Link 2025-09-25T13:23Z [----] followers, [---] engagements

"GROK on these three: $AMZN best buy. $AMZN best value. https://x.com/i/grok/share/DatlWetGS8rLHOrBqC6XAvPOT https://x.com/i/grok/share/DatlWetGS8rLHOrBqC6XAvPOT"
X Link 2025-09-25T14:52Z [----] followers, [---] engagements

"Stopping the train is not an answer. Start up and if he does not move suicide by train is his choice. At some point we need to recognize we are dealing with a new type of problem. The reasoning of these terrorists is different. Society cannot allow them to control activity. They cannot pray in the middle of the street or invade churches or block federal buildings. Arrest prosecute jail deport or even run them down. In the West we have forgotten the value of a compliant people. Different methods will be necessary to deal with a terrorist mentality"
X Link 2025-09-25T20:09Z [----] followers, [----] engagements

"@garyblack00 Yes $TSLA seems to be over valued. That makes $TSLA and $PLTR prime shorts"
X Link 2025-09-26T12:43Z [----] followers, [---] engagements

"THE ISRAELI MESSAGE IS WE WANT TO KILL DESTROY ASSASSINATE HAMAD Shocking. How dare the Israeli's want to kill Hamas leaders who have been attacking Israel for decades culminating in an invasion killing raping taking hostages burning babies Hamas started this war and Israel has the right to return of all hostages and bodies and an unconditional surrender. General Curtis LeMay stated it well: I'll tell you what war is you kill a lot of people and when you have killed enough they stop fighting"
X Link 2025-09-27T22:07Z [----] followers, [---] engagements

"$CVX As one of the largest foreign investors in Argentina Chevron pioneered the development of the countrys extensive oil and gas reserves in an area called Vaca Muerta with YPF. Chevron applauds the Trump Administrations efforts to forge closer relations with Argentina and is supportive of the countrys economic reforms. We remain committed to helping Argentina realize the full potential of its energy resources and expect to continue to invest in the countrys economy for years to come"
X Link 2025-09-28T12:48Z [----] followers, [---] engagements

"I almost never go long options. Write them a lot. But the selloff in $TGTX was silly IMO. Made 150% return on the first round of calls. And am up nicely in the second round. I maintain that the stock is worth [--] today and more than double that IF they get a competitive subQ Briumvi"
X Link 2025-09-29T17:41Z [----] followers, [---] engagements

"@EricLDaugh DEI in Burma* is loony. The country has been taken over by military aligned with China. * Myanmar"
X Link 2025-09-29T18:31Z [----] followers, [---] engagements

"@ChadPergram Senate rules can be changed by a simple majority vote. IF REPUBLICANS allow Schumer to block voting it is on the Republicans"
X Link 2025-09-30T01:44Z [----] followers, [---] engagements

"AI Charlie Kirk: Its a promotion. Love that answer. I agree with Charlie. Here is a true story short version. I was on location as a business was being closed due to non-payment of a judgment where I represented the judgment creditor. The business owner cornered me pulled a gun and told me to get on the ground that he was going to kill me. His son stopped him and I walked away. Police were at the event but I did not report the incident. Later a Police Sargent confronted me: "Word on the street is that the old man pulled gun on you Is that true" Yes. "Why didn't you report it" I was not hurt"
X Link 2025-09-30T11:28Z [----] followers, [---] engagements

"$OCUL When was the last time we saw a large stock offering that was not at a discount to recent stock prices"
X Link 2025-09-30T12:04Z [----] followers, [----] engagements

"Right. The norm is the stock sells off while the offering is being marketed and then the offering is priced at a discount to the most recent price. Buyers get a bargain and many flip the shares as the stock recovers. My guess is that given the lack of a selloff and discount means the buyers are likely long term holders not flippers"
X Link 2025-09-30T13:10Z [----] followers, [---] engagements

"Trading buy $DAL 55.96"
X Link 2025-09-30T15:15Z [----] followers, [---] engagements

"Evercore raised Price Targets: Company .From . To $UAL [---] . [---] $DAL [--] . 75"
X Link 2025-09-30T16:12Z [----] followers, [---] engagements

"OUT $DAL 56.66"
X Link 2025-09-30T19:51Z [----] followers, [---] engagements

"$OCUL Peter Kaiser who seems to be the top expert on NPDR: "So a diabetic retinopathy label actually expands our market by about [--------] patients compared to a DME only label.""
X Link 2025-09-30T21:29Z [----] followers, [----] engagements

"$OCUL The buyers got hosed by paying $12.53 I certainly do not have the experience that informs your statement. But IMO determining whether the buyers "got hosed by paying $12.53" is premature. There is no question that: - OCUL sold $475M of stock near recent highs; - Institutional buyers could not have bought $475M of stock in the open market for less than $12.53 ps; - Buyers given the price they paid were NOT flippers. So for me I will reserve judgment on whether the institutional holders erred for some months"
X Link 2025-10-01T12:36Z [----] followers, [---] engagements

"Trading buy $UAL 94.88"
X Link 2025-10-01T14:25Z [----] followers, [---] engagements

"$TGTX at [--] is entering a congestion area that it will have to eat through until [--]. It may slow the rise but breaking out about [--] is inevitable. Guessing it will happen when we get the 3Q results or before"
X Link 2025-10-01T14:57Z [----] followers, [----] engagements

"$OCUL from the investor day: Nora - And we found that in [------] plus Medicare beneficiaries the risk of discontinuation of these injections was very high. You heard the forty percent number from Praveen. We saw that really patients were receiving half of the treatments they needed"
X Link 2025-10-01T17:59Z [----] followers, [----] engagements

"$OCUL from the investors day: He is commenting about the succession of wAMD drugs over the last ten years. Adnan - And over that more than a decade we have not improved our outcomes. So our vision tails off after that initial period in parallel over the last decade from ranibizumab in [----] in The U. K. All the way through. We are not getting better real world outcomes"
X Link 2025-10-01T18:51Z [----] followers, [---] engagements

"$OCUL from the investors day: There wasn't a good population based look at what's happening overall. So we had done a couple of analysis of some major databases totaling over [----] patients. And we were shocked to find that at one year only fifty six percent of patients are dosed to maximum label. So again that's about half the patients are still dosed to maximum label at one year. Fourteen percent are sub optimally dosed"
X Link 2025-10-01T18:54Z [----] followers, [---] engagements

"$OCUL One of the themes that ran through the investor day was that Axpaxli could improve wAMD patient outcomes. Few patients on SOC get sufficiently consistent care to maintain their vision. Patients do not like getting a monthly or bi-monthly shot in the eye. Surprise - surprise. It is suggested that a shot scheduled every six months would be more tolerable and that if you missed an appointment that even being a month or two late likely would maintain vision. Dugel has suggested that the 40% dropout rate is largely replaced by new patients leaving an annual revenue of $15B for wAMD. So the"
X Link 2025-10-01T21:26Z [----] followers, [---] engagements

"$OCUL Here is an AI summary of the Investor day followed by Chat's valuation of the company. Note that the Peak Sales are low and the per share valuation of the company appealing. https://chatgpt.com/s/t_68dd15f2f7c481919c106c4bc014b052 https://chatgpt.com/s/t_68dd15f2f7c481919c106c4bc014b052"
X Link 2025-10-01T21:33Z [----] followers, [---] engagements

"$OCUL I did not get to Peter Kaiser's presentation on NPDR. (This is my second time through taking notes this time.) Hopefully tomorrow I can highlight NPDR. It is a huge largely untreated market that Axpaxli can revolutionize. Open this link to get a feel for this new market for Axpaxli and you will see why it is imperative that the trials be run. https://chatgpt.com/s/t_68dd9e9fe24881918c8c01a07636db58 https://chatgpt.com/s/t_68dd9e9fe24881918c8c01a07636db58"
X Link 2025-10-01T21:36Z [----] followers, [---] engagements

"@PatrickLillis1 @wallstlobo $OCUL I will try to quantify a response because I am sure others feel the same as you. But here is the change. Shareholders own roughly 15% less of OCUL but the company has $450M more cash and that cash will fund NPDR and manufacturing of Axpaxli. What are those worth"
X Link 2025-10-03T11:11Z [----] followers, [---] engagements

"$OCUL Dilution continued. What would the PV of NPDR/DME be IF the studies were delayed by two years so that they could be internally funded (Note - I doubt two years would even be enough but then if the stock was up the dilution would be less. So this is a compromise guess.) Answer: $6.34B or down $1.33B. So arguably the dilution adds $1.33B to the present value of OCUL at a cost of $250M (the study allocation). Again this assumes Axpaxli trial is a success. Which frankly is why every long term investor owns OCUL. I think the tradeoff of a 15% dilution to get another $1.33B of PV is a good"
X Link 2025-10-03T12:25Z [----] followers, [---] engagements

"$OCUL - Dilution continued. Investors should keep in mind that companies that are well funded over funded also are in a much stronger bargaining position when bidders come wanting to buy the company. Most biotechs are hoping to be bought out. Few are really stand alone companies that can transition to full commercial stage pharma. OCUL is not the normal case. It could transition to a stand alone commercial stage pharma. I still think the higher probability is that at some point a bidding war starts and OCUL gets bought out"
X Link 2025-10-03T12:41Z [----] followers, [---] engagements

"$UAL trading buy 94.55"
X Link 2025-10-03T15:18Z [----] followers, [---] engagements

"@riverstonecap You may be right. No way to know today. But one of the characteristics of small cap especially cash burning biotech's is they need to take the money when it is available NOT when they need it IF they are going to get a fair deal"
X Link 2025-10-03T17:27Z [----] followers, [--] engagements

"$WMT - Sam's got new gas pumps. A nice improvement. But even brand new pumps cannot compare with $COST pumps. Card tap on COST pumps is far faster than Scan and Go at Sam's. Similar problem with checkout. At costco throw stuff in the cart with the scan up and you can very quickly shoot each code at checkout and be out of there. There is no reason $WMT should consistently let COST beat them at tech"
X Link 2025-10-04T13:24Z [----] followers, [---] engagements

"Reduced sentencing because he claimed to be Transgender. Looks like another approach to avoid or reduce sentencing. This one should be appealed. Another good example of: People are Policy"
X Link 2025-10-04T14:12Z [----] followers, [----] engagements

"@colasniec_ It is starting. Keep in mind $OCUL has moved from [--] to [--] before backing off to [--]. PT's have been rising rapidly with one now at [--] so some are starting to see the potential"
X Link 2025-10-04T14:39Z [----] followers, [---] engagements

"@peterjhasson Roske's sentence was far short of the sentencing guideline. It sould be appealed and corrected. The wire fraud and aggravating factors falls within the sentencing guidelines. Hard to fault her on that one. https://x.com/i/grok/share/Dh5Jcd0TUTVxMZpv9bQ8m7L1C https://x.com/i/grok/share/Dh5Jcd0TUTVxMZpv9bQ8m7L1C"
X Link 2025-10-04T16:42Z [----] followers, [---] engagements

"$AMD remains the clear winner: Intel vs AMD: Which CPUs Are Better in [----] https://www.tomshardware.com/features/amd-vs-intel-cpus https://www.tomshardware.com/features/amd-vs-intel-cpus"
X Link 2025-10-05T12:52Z [----] followers, [---] engagements

"Chat story. I got one of my friends to try Chat. This morning he said it has changed his life. He used to be a missionary to the Quichua Indians of Ecuador. He can speak the language but not as well as he wants at a theological or highly technical level. He still prepares messages in Quichua and written materials for the people. He says that Chat can instantly take his writings and convert them to excellent Quichua. He used to spend thousands of dollars on translations that he says are not as good as Chat produces for no cost"
X Link 2025-10-05T19:15Z [----] followers, [---] engagements

"Im an AI advocate. Have been using it extensively for close to two years. I also switched to AMD computers over [--] years ago from Intel. But $AMD has not disclosed sufficiently detailed info to evaluate the deal with Open AI which could end up owning 10% of AMD for $0.01 per share (160M) with a value of $32B (assuming $200 ps). Or triple that if the last tranche triggers with AMD over $600. This may or may not be a good deal for AMD shareholders. One thing is clear AMD desperately wants to play with the big boys NVDA and AVGO. They punched their ticket"
X Link 2025-10-07T00:25Z [----] followers, [---] engagements

"@DOGEQEEN Malthusian Theory Thomas Robert Malthus would be proud of Bill Gates"
X Link 2025-10-08T12:58Z [----] followers, [--] engagements

"Hakeem Jefferies on CNBC: Republicans could reopen the government right now IF they wanted. It is by a rule change. I may not have the quote exactly right. But Jefferies said it - and it is true. The Republican controlled Senate has made a decision NOT to govern. They are more interested in blaming Democrats than governing. Republicans can change the Rule requiring [--] votes with a simple majority. IF this was ONLY about reopening the government then tactical considerations could be argued. BUT the Republicans do not want to change the voting requirement to pass ALL legislation to a majority"
X Link 2025-10-09T12:54Z [----] followers, [---] engagements

"$DAL Business Performance Analysis Delta Air Lines' strong September Quarter [----] results including record revenue are primarily driven by the enduring strength of its diversified high-margin revenue streams specifically in premium corporate and loyalty segments. The company has successfully accelerated sales trends across all geographies supported by strong execution and improving fundamentals. Strategic investments in customer experience such as partnerships and enhanced in-flight offerings combined with industry-leading operational performance have reinforced Delta's competitive advantages"
X Link 2025-10-09T13:00Z [----] followers, [---] engagements

"Jim Cramer - Watched him yesterday. He has gone full momo buy companies growing rapidly what you pay relative to measures of value is not emphasized. No longer avoiding companies that are losing money as he used to do. This is repackaged greater fool investing. There is no question that is where the money is flowing now but it will end badly at some point. This segment is overvalued and so big that when this bubble bursts it will take most of the market with it"
X Link 2025-10-09T13:44Z [----] followers, [---] engagements

"50 tunnels ran from Gaza into Egypt. Some you could drive trucks in. That is how Hamas brought in weapons and rocket materials. Before 10/7 Egyptian intelligence knew of the impending invasion and intentionally misdirected Israeli intelligence. Egypt was complicit with Hamas. You are right about one thing there is not much I can do about it other than correct the history on this"
X Link 2025-10-09T21:44Z [----] followers, [---] engagements

"$TGTX My view is PV is [--] today on IV Briumvi alone. SubQ Briumvi will come. Not clear how it will split the market with Kesimpta. But it will take share and will increase the PV. Azer-cell is hopeful but on a PV basis a small negative. IF it works well in PPMS it has value. But for now it is a ZERO"
X Link 2025-10-10T02:29Z [----] followers, [---] engagements

"@IhabHassane They don't care about Palestinians especially if they are Christians. They will do nothing. Gazan's who oppose Hamas better arm themselves. Better to die fighting than the humiliation of being executed in the street by Hamas"
X Link 2025-10-11T13:40Z [----] followers, [----] engagements

"I have been investing for a long time. I think the disconnect between the value that I calculate for $TGTX and the market price is dramatic. Derisked -- Drug approved seems best in class. PEG = [---] EPS FWD [--] YR = 241% Already cash flow positive and buying back stock"
X Link 2025-10-11T14:42Z [----] followers, [---] engagements

"Wow Chase is one of the best. You have to get to the bottom of this. Or other banks will also reject you for nothing more than the Chase situation. Citi and Bank of America are good"
X Link 2025-10-11T18:27Z [----] followers, [--] engagements

"Catholics recognize [--] books in the Bible. So if the argument depends on the absence of a prayer to dead saints it raises two questions. Is there prayer to the dead in those [--] books IF SO do those books belong in the canon Jews do not accept those books as part of the OT. Protestants follow the Jews on that point"
X Link 2025-10-11T19:15Z [----] followers, [---] engagements

"@BobEatsBacon1 @sola_chad Except the millions that have become Christians over the two millennia"
X Link 2025-10-12T12:11Z [----] followers, [--] engagements

"Mickey Mouse but IF we only have those two Cuomo"
X Link 2025-10-12T19:02Z [----] followers, [--] engagements

"$TGTX November calls at [--] with [--] days to expiration carry an 82% annualized premium. Someone is optimistic"
X Link 2025-10-13T14:30Z [----] followers, [---] engagements

"Thank you @Reinoud_Biotech - I have not claimed those plots were in vivo data. I am not trained in this area. They are just plots from half lives of the drugs and the time frames of administration. Do you have an opinion of the ability to demonstrate comparable PK of Briumvi infusions by subQ $TGTX"
X Link 2025-10-13T20:59Z [----] followers, [--] engagements

"@mdubowitz Yep - the media is all in for Hamas and socialism. They couldn't care less about events that do not fit their agenda. Millions of Christians have been killed and that is just fine"
X Link 2025-10-13T22:16Z [----] followers, [----] engagements

"$BA Air India in talks to buy [---] aircraft up from [---] with BA and Airbus"
X Link 2025-10-15T15:38Z [----] followers, [---] engagements

"$AAPL New iPad Pro with the new M5 processor available for preorder today. Looks really cool. Orders will arrive next Wednesday"
X Link 2025-10-15T17:03Z [----] followers, [---] engagements

"@rabbriansamuel Moses and the Prophets also had harsh words for the Jewish people and it was not antisemitic. Some criticism is just"
X Link 2025-10-15T17:21Z [----] followers, [--] engagements

"@LizAnnSonders @DataArbor @Bloomberg @SPGlobal That statistic cannot be taken at face value. Cars have consistently gotten more durable. They simply last longer. You likely need to adjust by at least 2-4 years"
X Link 2025-10-15T21:23Z [----] followers, [----] engagements

"$UAL Key Financial Highlights Q3 Diluted Earnings Per Share (GAAP): $2.90. Q3 Adjusted Diluted Earnings Per Share (Non-GAAP): $2.78 surpassing guidance of $2.25 to $2.75. Total Operating Revenue: $15.2 billion a 2.6% increase year-over-year. Pre-tax Earnings: $1.3 billion with an 8.2% pre-tax margin. Adjusted Pre-tax Earnings: $1.2 billion with an 8.0% adjusted pre-tax margin. Net Income (GAAP): $0.9 billion. Adjusted Net Income (Non-GAAP): $0.9 billion. Ending Available Liquidity: $16.3 billion. Share Repurchases YTD: Approximately $612 million of shares repurchased as of September [--] 2025."
X Link 2025-10-15T21:38Z [----] followers, [---] engagements

"Doomberg has become a must read for critically thoughtful views"
X Link 2025-10-16T11:31Z [----] followers, [---] engagements

""Because ASMLs lithography machines rely extensively on high-performance rare earth magnets manufactured in China the company will now require an export license from Beijing in order to sell its machines to third-party countries including the US and Taiwan.""
X Link 2025-10-16T11:34Z [----] followers, [---] engagements

"$AMZN trading buy 211.42"
X Link 2025-10-17T15:28Z [----] followers, [---] engagements

"That could work. But just so you know when I call something a trade it is very short time frame. Often just minutes and vast majority out by end of day. I often set contingent exits shortly after entering. I also trade far more times than I post. I may post [--] or [--] trades in a day but do 30-80 round trips"
X Link 2025-10-17T16:52Z [----] followers, [--] engagements

"Is Mamdani clueless Or lying The fact he is leading in the polls tells you the majority of NYC voters are clueless. They do not have "lying" as an out"
X Link 2025-10-17T19:44Z [----] followers, [--] engagements

"Biotech Values: $INCY:I think people are misreading the NSCLC data http://ln.is/advfn.com/LSJTs http://ln.is/advfn.com/LSJTs"
X Link 2015-11-06T19:45Z [----] followers, [--] engagements

"Yep - guessing that the transaction is so big that the normal hedging capacity is strained. This one will close. https://x.com/Zackfoot/status/668823821613441029 @zipjet The $PFE / $AGN spread is enormous. Must look at his through historical lens. https://x.com/Zackfoot/status/668823821613441029 @zipjet The $PFE / $AGN spread is enormous. Must look at his through historical lens"
X Link 2015-11-23T16:11Z [----] followers, [--] engagements

"$AGN / $PFE spread widened another [--] bps today now up [---] bps from when the deal was announced"
X Link 2015-12-10T21:02Z [----] followers, [--] engagements

"Took long position $RARE 80"
X Link 2016-01-11T17:59Z [----] followers, [--] engagements

"Hope CS is right but if they are I will be sorry I did not buy more $RARE. :-) https://x.com/bradloncar/status/689918920401129472 Credit Suisse continued: $PRTA $65 $RARE $135 $RXDX $19 $SGEN $52 $XLRN $50. https://x.com/bradloncar/status/689918920401129472 Credit Suisse continued: $PRTA $65 $RARE $135 $RXDX $19 $SGEN $52 $XLRN $50"
X Link 2016-01-20T21:19Z [----] followers, [--] engagements

"Actually bought $GILD $82.70 - not overly concerned about $MRK taking share https://x.com/tgtxdough/status/693075248137134080 @tgtxdough $GILD it's Time😡😡 put some CASH to work https://x.com/tgtxdough/status/693075248137134080 @tgtxdough $GILD it's Time😡😡 put some CASH to work"
X Link 2016-01-29T14:23Z [----] followers, [--] engagements

"Added more $RARE at 56"
X Link 2016-02-03T20:49Z [----] followers, [--] engagements

"Was tempted to sell $RARE Mar 90C's and passed. Big mistake. https://x.com/sharkbiotech/status/705490685508653056 $RARE looked so good yesterday bidless today https://x.com/sharkbiotech/status/705490685508653056 $RARE looked so good yesterday bidless today"
X Link 2016-03-03T21:11Z [----] followers, [--] engagements

"$VRX w/ $32B dbt due 2018-2025 I=5.375% to 7.5% at discount a co wanting to own VRX could buy up debt then refi https://x.com/zbiotech/status/740651879600906241 *S&P: VALEANT CUSHION ON COVENANTS WILL BE THIN *S&P: VALEANT MAY NEED TO SEEK COVENANT WAIVERS IN [----] $VRX https://x.com/zbiotech/status/740651879600906241 *S&P: VALEANT CUSHION ON COVENANTS WILL BE THIN *S&P: VALEANT MAY NEED TO SEEK COVENANT WAIVERS IN [----] $VRX"
X Link 2016-06-08T21:38Z [----] followers, [--] engagements

"IF $DB were allowed to fail via German-govt backed restructuring & haircuts of DB-debt then contagion is real danger https://x.com/ReformedBroker/status/748857182435831809 https://x.com/ReformedBroker/status/748857182435831809"
X Link 2016-07-01T12:50Z [----] followers, [--] engagements

"None of those: Try $RARE and $FGEN https://x.com/LTbioinvestor/status/752888035860152321 best couple of beaten #biotechs to own into next 5-6 months https://x.com/LTbioinvestor/status/752888035860152321 best couple of beaten #biotechs to own into next 5-6 months"
X Link 2016-07-12T15:43Z [----] followers, [--] engagements

"$GILD has faced heavy selling pressure lately. When it ends s/b decent entry point"
X Link 2016-08-03T12:40Z [----] followers, [--] engagements

"$GILD can do bigger deals than others so they may not get the dregs. But hard to see why they just sit on the cash. https://x.com/Robohogs/status/823526603917496320 @tgtxdough @BrianSkorney @MarketWatch With NO borrowing 1/4 of these companies might disappear. Of course a few bigger buyouts may happen [--] https://x.com/Robohogs/status/823526603917496320 @tgtxdough @BrianSkorney @MarketWatch With NO borrowing 1/4 of these companies might disappear. Of course a few bigger buyouts may happen 2"
X Link 2017-01-23T13:50Z [----] followers, [--] engagements

"$VRX should grant Pearson 3M shares when: 1- files bkr; or 2- stock hits zero; or 3- after all debt is paid; or the stock hits new high. https://x.com/MaxJacobsEdison/status/846701137386508289 https://x.com/MaxJacobsEdison/status/846701137386508289"
X Link 2017-03-28T12:41Z [----] followers, [--] engagements

"Blackrock bought almost 100M shares (99.4M) in 1Q"
X Link 2017-05-16T11:37Z [----] followers, [--] engagements

"$COST buy down here - $WF not a real competitor to $COST"
X Link 2017-06-16T13:36Z [----] followers, [--] engagements

"$AMZN is a great operator - buy stuff from them regularly. But $WFM and $COST are so different can't see $COST getting hurt. https://x.com/Miljenkoz/status/875735358821998592 @zipjet Market is insane Amazon is spending $14B and capitalization increase by $+15B.like IT IS SURE THING $AMZN $COST https://x.com/Miljenkoz/status/875735358821998592 @zipjet Market is insane Amazon is spending $14B and capitalization increase by $+15B.like IT IS SURE THING $AMZN $COST"
X Link 2017-06-16T15:24Z [----] followers, [--] engagements

"Traded $CMG several times today lost money on the last trade. May take tomorrow off. Lost on $UAL too. https://x.com/zackfoot/status/888108713386450945 I'm long $CMG today below $360. the negativity feels like [--] lrg acct going full on sell at any price. https://t.co/4dZ6F0Us9f https://x.com/zackfoot/status/888108713386450945 I'm long $CMG today below $360. the negativity feels like [--] lrg acct going full on sell at any price. https://t.co/4dZ6F0Us9f"
X Link 2017-07-20T23:16Z [----] followers, [--] engagements

"$COST from here should do something similar IMHO https://x.com/srqstockpicker/status/889519933654274048 $gild [--] dollars up off the recent [--] week lows 👀 https://x.com/srqstockpicker/status/889519933654274048 $gild [--] dollars up off the recent [--] week lows 👀"
X Link 2017-07-24T16:19Z [----] followers, [--] engagements

"Bought the last crash in $COST sold it off and bought back yesterday - will add more if it declines further. Opportunistic trade. https://x.com/skaushi/status/901057809546072066 I just don't understand $WFM affecting $COST $KR. All over blown conclusions I like $COST here. https://x.com/skaushi/status/901057809546072066 I just don't understand $WFM affecting $COST $KR. All over blown conclusions I like $COST here"
X Link 2017-08-25T12:30Z [----] followers, [--] engagements

"$COST 7.3% same store sales increase and 10% with additional stores. Lots of room for more stores. WFM will not be material IMO. https://x.com/sharkbiotech/status/903227438322339840 $COST third straight big monthly sales beat yet stock down over 15% in that span https://x.com/sharkbiotech/status/903227438322339840 $COST third straight big monthly sales beat yet stock down over 15% in that span"
X Link 2017-08-31T12:08Z [----] followers, [--] engagements

"Then you were not listening. I was all over $EFX - best trade of the year for me. https://x.com/skaushi/status/915962346555584513 $EFX missed the dip to the low $90s https://x.com/skaushi/status/915962346555584513 $EFX missed the dip to the low $90s"
X Link 2017-10-05T15:58Z [----] followers, [--] engagements

"All you have to do is look at the ROA for both to see that $MMM is a far superior business to $JNJ. https://x.com/DewDiligence/status/920370605354110982 @bradloncar $MMM has done considerably bettermore than a 5-bagger since [----] low. $MMM is a bluer blue chip than $JNJ in my book. https://x.com/DewDiligence/status/920370605354110982 @bradloncar $MMM has done considerably bettermore than a 5-bagger since [----] low. $MMM is a bluer blue chip than $JNJ in my book"
X Link 2017-10-17T20:49Z [----] followers, [--] engagements

"Indexing entitlements to GDP would solve the problem of their growth. Doubts we will see as many increases in FFR as projected. Inflation may be overstated in indexes. Does not see why we should increase FFR when we have not achieved 2% inflation. https://x.com/robohogs/status/966650037634703367 @zipjet What did he say https://x.com/robohogs/status/966650037634703367 @zipjet What did he say"
X Link 2018-02-22T12:30Z [----] followers, [--] engagements

"I'm not kidding. Both the fiscal and monetary policy were necessary to avoid deflation triggering a depression. We certainly have a spending problem. But after the Fed triggered the capital market collapse the response was essential. /1 https://x.com/DividendMaster/status/976236735590993921 https://x.com/DividendMaster/status/976236735590993921"
X Link 2018-03-21T10:57Z [----] followers, [--] engagements

"$INCY bought some $66.50 - long trade"
X Link 2018-04-06T18:25Z [----] followers, [--] engagements

"Bet $ISRG does not have mid 80% GM's. https://x.com/Robohogs/status/994599439623847937 $AXGN vs $ISRG (2003-2006). Pretty tight match lol. Last year had each going 12s to mid 40s. $ISRG paused right there too. FYI. Of course it had another 10x left tho. https://t.co/sfjMNrpzJN https://x.com/Robohogs/status/994599439623847937 $AXGN vs $ISRG (2003-2006). Pretty tight match lol. Last year had each going 12s to mid 40s. $ISRG paused right there too. FYI. Of course it had another 10x left tho. https://t.co/sfjMNrpzJN"
X Link 2018-05-10T16:00Z [----] followers, [--] engagements

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