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@zacharygilula
"🧵11/11 What are the possible price targets Disclaimer: I am showing outputs from an LLM (@grok) to quickly showcase various scenarios. This is not investment advice. X Year (2026) Worst Case: $5-7 (missed milestones erode confidence; Market Cap $300m) Base Case: $15-20 (Revenue hits $40M+; Market Cap $1-1.5B) Best Case: $25-35 (Early HALEU/i-28 wins; Market Cap $2B+) X Years (2028) Worst Case: $3-5 (Prolonged burn competition; Market Cap $200m) Base Case: $20-30 (Revenue $300M+; Market Cap $1.5-3B) Best Case: $50-75 (Monopoly in key isotopes; Market Cap $5-7B+) X Years (2030) Worst Case:" @zacharygilula on X 2025-07-19 03:29:29 UTC XXX followers, XXX engagements
"$HON with a solid earnings but most interested to learn about the spinoffs and the Quantinuum IPO. Viral Kapur said they will announce plans for Quantinuum in Q4. I expect a consistent drum beat on Honeywell through the end of the year and play this with LEAPS and shares" @zacharygilula on X 2025-07-24 13:17:24 UTC XXX followers, XXX engagements
"@MichaelCMarkert Im listening to the ER. Looking forward to the analyst questions. I added shares in the pre-market and considering more LEAPS" @zacharygilula on X 2025-07-24 12:51:32 UTC XXX followers, XX engagements
"@ImmaculateTony Better be playing some Coldplay lowkey" @zacharygilula on X 2025-07-24 13:25:10 UTC XXX followers, XX engagements
"What do my call options say about me $ASPI Dec 2025 $5s $APSI Jan 2026 $8s $NVDA Jan 2026 $106s $NVDA March 2026 $100s $AMZN March 2026 $190s $AMZN March 2026 $185s $HON Jan 2027 $270s $GOOG Jan 2027 $195s $GOOG Jan 2027 $220s" @zacharygilula on X 2025-07-11 17:43:58 UTC XXX followers, XXX engagements
"@JoshTradeOption $UNH. Risk/reward is too good right now" @zacharygilula on X 2025-07-19 13:40:19 UTC XXX followers, XXX engagements
"🧵1/ Honeywell $HON: On track for Advanced Materials spinoff (as Solstice) by late '25/early '26 followed by Automation & Aerospace in 2H '26. Quantinuum (52% owned) eyeing IPO at $10B-$20B valuation amid quantum boom & Qatar $1B JV. Bull case for LEAPS: Sum-of-parts rerating could add 50%+ upside; adjusted calls deliver shares in all entities leveraging activist pressure & tech growth. All spinoffs will be focused on secular growth trends including a leading quantum play" @zacharygilula on X 2025-07-19 16:41:07 UTC XXX followers, XXX engagements
"@KyleAdamsStocks Not your cup of tea (pre-revenueish) but $ASPI. $IDN and $YOU deserve looks. Biometric beasts that will become more and more important. $MIR $MRX $GMGI (found from doing research on $GAMB which I also own) $TTAN $DSGX $MEDP" @zacharygilula on X 2025-07-17 01:48:16 UTC XXX followers, 1310 engagements
"Spinoffs IPOs and breakups can be the ultimate catalysts for explosive value. There are two that Im targeting right now. Honeywell's $HON multi-entity split + Quantinuum quantum play or ASP Isotopes' $ASPI nuclear spinoff of QLE. Im playing both of these play with shares and LEAPS to be positioned to capture the upside. Thread 🧵" @zacharygilula on X 2025-07-19 16:41:06 UTC XXX followers, XXX engagements
"I listened to the $GOOG earnings call. @sundarpichai and team are executing at such a high level across all business units. I think any concerns people have with the stock are simply creating a generational buying opportunity. I added after hours and will add call options in the morning" @zacharygilula on X 2025-07-23 23:31:41 UTC XXX followers, XXX engagements