#  @c0in_flipper AT Investment Research AT Investment Research posts on X about investment, $ionq, $nvo, $rgti the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1939277879126396928/interactions)  - [--] Week [------] -96% - [--] Month [---------] +1,763% ### Mentions: [--] [#](/creator/twitter::1939277879126396928/posts_active)  - [--] Month [--] -45% ### Followers: [---------] [#](/creator/twitter::1939277879126396928/followers)  - [--] Week [---] +1.70% - [--] Month [---] +9.70% ### CreatorRank: [---------] [#](/creator/twitter::1939277879126396928/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [fashion brands](/list/fashion-brands) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) **Social topic influence** [investment](/topic/investment), [$ionq](/topic/$ionq), [$nvo](/topic/$nvo), [$rgti](/topic/$rgti), [$srpt](/topic/$srpt), [$bynd](/topic/$bynd), [$qbts](/topic/$qbts), [$qubt](/topic/$qubt), [$pfe](/topic/$pfe), [$cccx](/topic/$cccx) **Top accounts mentioned or mentioned by** [@genejchan](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@rudyresearch](/creator/undefined) [@jrouldz](/creator/undefined) [@returnoncap](/creator/undefined) [@commonsenseplay](/creator/undefined) [@tesslaaaaaa](/creator/undefined) [@grok](/creator/undefined) [@quentinclf](/creator/undefined) [@amaymd](/creator/undefined) [@cheb](/creator/undefined) [@avidresearch](/creator/undefined) [@biotechhunter](/creator/undefined) [@alphatalon](/creator/undefined) [@hannasuds](/creator/undefined) [@jackman724444](/creator/undefined) [@ylnjz25143397](/creator/undefined) [@heikwantrades](/creator/undefined) [@quantumdom](/creator/undefined) [@dividendtalks](/creator/undefined) **Top assets mentioned** [IonQ, Inc. (IONQ)](/topic/$ionq) [Novo-Nordisk (NVO)](/topic/$nvo) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Pfizer, Inc. (PFE)](/topic/$pfe) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [WEN Token (WEN)](/topic/$wen) [Oklo Inc. (OKLO)](/topic/$oklo) [Moderna Inc (MRNA)](/topic/$mrna) [Uber Technologies, Inc. (UBER)](/topic/$uber) [AppLovin Corporation (APP)](/topic/$app) [POP MART (PMRTY)](/topic/pop-mart) [UnitedHealth Group (UNH)](/topic/$unh) [NVIDIA Corp. (NVDA)](/topic/$nvda) [uniQure N.V. (QURE)](/topic/$qure) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Metadium (META)](/topic/$meta) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Carvana Co. (CVNA)](/topic/$cvna) [Alibaba Group (BABA)](/topic/$baba) [Fiserv, Inc. (FI)](/topic/$fi) [Eli Lilly and Company (LLY)](/topic/$lly) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Abivax SA (ABVX)](/topic/$abvx) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Bitcoin (BTC)](/topic/$btc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Pony AI Inc. (PONY)](/topic/$pony) [WeRide Inc. (WRD)](/topic/$wrd) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [One Cash (ONC)](/topic/$onc) ### Top Social Posts Top posts by engagements in the last [--] hours "$IONQ $RGTI $QUBT $QBTS $CCCX My thoughts on quantum computing companies and quantum computing industry I don't usually post my thoughts and write ups on X I am thinking I should start sharing more https://open.substack.com/pub/tjzhang/p/quantum-dreams-vs-commercial-realityr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tjzhang/p/quantum-dreams-vs-commercial-realityr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/c0in_flipper/status/1978496888828551550) 2025-10-15T16:23Z [--] followers, [---] engagements "I went pretty lightly on my criticism on those companies for this one but you can see my complete short thesis on IONQ RGTI and QBTS I have debunked their research if you want to call it that also deep dive on their fundamentals or the lack of" [X Link](https://x.com/c0in_flipper/status/1978497404459479226) 2025-10-15T16:25Z [--] followers, [--] engagements "@genejchan You can call it whatever you want the accounting line is the reality. Theyre paid to research not to deliver commercial products. Revenue fundamentals when your profits are zero. I dont hope I analyze the lack of fundamentals" [X Link](https://x.com/AlphaTalon2025/status/1979460596048519507) 2025-10-18T08:12Z [--] followers, [--] engagements "$SRPT analysis and pitch dated Jul [--] [----]. SRPT has now rallied over 90% from when I wrote this analysis. and I believe there is still a long way to go. A follow up analysis will be out soon https://tjzhang.substack.com/p/sarepta-therapeutics-nasdaq-srptr=62wiew https://tjzhang.substack.com/p/sarepta-therapeutics-nasdaq-srptr=62wiew" [X Link](https://x.com/AlphaTalon2025/status/1981960576604451227) 2025-10-25T05:46Z [---] followers, [----] engagements "My thoughts on $SRPT https://open.substack.com/pub/tjzhang/p/sarepta-therapeutics-nasdaqsrpt-fromr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tjzhang/p/sarepta-therapeutics-nasdaqsrpt-fromr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/AlphaTalon2025/status/1985708960280953147) 2025-11-04T14:01Z [---] followers, [----] engagements "Sarepta $SRPT Update Sarepta Therapeutics shares moved higher following a meaningful policy and clinical signal set that reinforces the long-term Duchenne muscular dystrophy (DMD) investment thesis. The U.S. Department of Health and Human Services has formally added DMD and metachromatic leukodystrophy to the Recommended Uniform Screening Panel (RUSP) a decision made under Secretary Robert F. Kennedy. This step materially strengthens the early-diagnosis pathway for neuromuscular diseases improving the probability that patients are identified early enough to access FDA-approved therapies. For" [X Link](https://x.com/AlphaTalon2025/status/2008582699678920995) 2026-01-06T16:53Z [---] followers, [---] engagements "Sarepta Therapeutics $SRPT: JPM Conference Pipeline Progress and Market Re-Rating Sarepta Therapeutics is set to present at the 44th Annual J.P. Morgan Healthcare Conference next week Monday (Jan. [--] 2026) a key industry event that often serves as a narrative and valuation reset point for large and mid-cap biotechs. Investor anticipation around the presentation has contributed to recent share price strength particularly as the broader biotech complex has seen a risk-on rotation. JPM is likely to be used by Sarepta to reframe the Elevidys narrative reinforce engagement with the FDA and" [X Link](https://x.com/AlphaTalon2025/status/2009279317424095691) 2026-01-08T15:01Z [---] followers, [---] engagements "$RGTI $IONQ $QUBT $QBTS $CCCX Look into some of the quantum company's 8k today below are my thoughts: I have a complete analysis and deep dive on quantum companies' 'fundamentals' and my short thesis price target .etc. Its all on my substack https://open.substack.com/pub/tjzhang/p/the-quantum-bubble-insider-sellingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tjzhang/p/the-quantum-bubble-insider-sellingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/AlphaTalon2025/status/1979421095079088599) 2025-10-18T05:35Z [--] followers, [---] engagements "I made +35% on $SBSW and still feel like I lost. Sold at my price target. Stuck to risk management principle. Then miners went diabolitical. Couldve made more Sure. But Id rather book profits than chase hype. Discipline FOMO. Always" [X Link](https://x.com/AlphaTalon2025/status/1979446918213447731) 2025-10-18T07:18Z [---] followers, [---] engagements "Inside Carvanas Prime Auto Loan Securitization $CVNA - A Thread" [X Link](https://x.com/AlphaTalon2025/status/1979449843270709421) 2025-10-18T07:29Z [--] followers, [--] engagements "1/ Carvanas new Auto Receivables Trust 2025-P1 ($CVNA) just dropped its due diligence report. Deloitte was the independent accountant reviewing the loan pool this is the data investors rely on before buying into the securitization" [X Link](https://x.com/AlphaTalon2025/status/1979449845099434418) 2025-10-18T07:29Z [--] followers, [--] engagements "2/ The trust contains [-----] car loans. Carvana sent Deloitte a Statistical Data File with [----] loans and from that Deloitte randomly tested [---]. Thats just 0.6% of the total pool" [X Link](https://x.com/AlphaTalon2025/status/1979449846911451629) 2025-10-18T07:29Z [--] followers, [--] engagements "3/ Deloitte checked [--] fields (borrower name origination date APR maturity etc.) and considered anything within [--] days in agreement. Thats the basis of the verification for a $1B+ loan package" [X Link](https://x.com/AlphaTalon2025/status/1979449848681402540) 2025-10-18T07:29Z [--] followers, [--] engagements "4/ So lets recap: - Carvana sends data on [----] loans. - Deloitte samples [---] (0.6% of total). - Verifies accuracy of a few key fields. - Reports in agreement if deviations are minor. This is the due diligence behind the securitization" [X Link](https://x.com/AlphaTalon2025/status/1979449850694635842) 2025-10-18T07:29Z [--] followers, [--] engagements "5/ This isnt a critique of Deloitte this is how ABS reviews are typically done. But it highlights an truth: Investors buy billions in asset-backed securities based on sampling not comprehensive verification" [X Link](https://x.com/AlphaTalon2025/status/1979449852879831042) 2025-10-18T07:29Z [--] followers, [--] engagements "6/ In practice that means investors rely on: [--]. Carvanas internal data integrity [--]. Statistical sampling as a proxy for loan quality Not on direct verification of every borrower or contract Transparency in ABS is often confidence through probability" [X Link](https://x.com/AlphaTalon2025/status/1979449855174152365) 2025-10-18T07:29Z [--] followers, [--] engagements "7/ Bottom line: Deloitte didnt audit [-----] loans they checked [---] and extrapolated quality from there. Thats fine in normal markets. But if credit cracks small sampling assumptions can become big blind spots" [X Link](https://x.com/AlphaTalon2025/status/1979449856965153135) 2025-10-18T07:29Z [--] followers, [--] engagements "Takeaway: Due diligence full audit. ABS markets run on statistical faith in the originators data. In Carvanas case 0.6% tells the story. $CVNA #ABS #structuredfinance #creditmarkets #duediligence" [X Link](https://x.com/AlphaTalon2025/status/1979449858886111276) 2025-10-18T07:29Z [--] followers, [--] engagements "Government contracts are great headlines but theres a massive gap between a few $50M deals and $1B in real revenue. Even with those wins $IONQ is still a zero-profit zero-fundamental story. Its like saying government subsidies will make your local noodle shop a unicorn. 🍜 As I was saying. Government contracts alone will bring $IONQ to billion+ revenue US gov has the lion's share but these foreign deals add up. IonQ ain't doing anything for free Shorts who are focused on limitations of NISQ are missing the forest for the tree As I was saying. Government contracts alone will bring $IONQ to" [X Link](https://x.com/AlphaTalon2025/status/1979457520818340160) 2025-10-18T08:00Z [--] followers, [---] engagements "@genejchan Lockheed and Palantir deliver profitable contracts tied to operational systems with proven ROI. $IONQ delivers R&D milestones on pre-revenue tech that may not scale for years. Big difference between cash flow and hope flow" [X Link](https://x.com/AlphaTalon2025/status/1979458683894641044) 2025-10-18T08:05Z [--] followers, [---] engagements "@HannaSuds Executive Orders can move sentiment not fundamentals. EOs dont guarantee revenue they outline intent not budgets. $IONQ may benefit from awareness short-term but government contracts take months or years to materialize and most go to established integrators first" [X Link](https://x.com/AlphaTalon2025/status/1979467894439510372) 2025-10-18T08:41Z [--] followers, [--] engagements "@JackMan724444 @ylnjz25143397 Sure $CCCX / Infleqtion has the best chance $29M rev and a $300M pipeline sounds nice on slides. But lets not kid ourselves: thats rounding error until they prove scalable demand. Most quantum commercialization ends up being grant farming with branding. Think ROE" [X Link](https://x.com/AlphaTalon2025/status/1979507699395244138) 2025-10-18T11:19Z [---] followers, [---] engagements "Banks can label anything national security when it fits the macro story but $OKLO has zero revenue massive losses and no proven reactor in operation. What security Its pure narrative not fundamentals" [X Link](https://x.com/AlphaTalon2025/status/1979764543128834151) 2025-10-19T04:20Z [--] followers, [--] engagements "Read my short thesis and company analysis on $OKLO https://substack.com/home/post/p-175617454 https://substack.com/home/post/p-175617454" [X Link](https://x.com/AlphaTalon2025/status/1979764545687318828) 2025-10-19T04:20Z [--] followers, [--] engagements "@jrouldz $IONQs roadmap looks great on paper but roadmaps dont generate revenue. Hitting lab milestones commercial success. Quantum advantage isnt the same as profit and execution risk only grows with every next-gen promise" [X Link](https://x.com/AlphaTalon2025/status/1979765861163667496) 2025-10-19T04:25Z [--] followers, [---] engagements "@HeikwanTrades @jrouldz $IONQ remains a pure speculative trade still [--] profit no near-term path to commercialization and valuation built mostly on momentum and narrative. Korean is using trading as soft gambling literally so not going to end well" [X Link](https://x.com/AlphaTalon2025/status/1979766652112978412) 2025-10-19T04:28Z [--] followers, [---] engagements "@QuantumDom A $23B equity raise isnt a vote of confidence its dilution. Theyre issuing new shares to raise cash not generating it from operations. If $IONQ were printing profits they wouldnt need to sell stock. War chest fundamentals" [X Link](https://x.com/AlphaTalon2025/status/1979772259171721411) 2025-10-19T04:51Z [--] followers, [---] engagements "@DividendTalks At these levels youre basically betting on perfection. The Mag [--] are priced like bonds with growth multipliers. $TSLAs 257x is pure faith not fundamentals. If youre buying now its momentum not value" [X Link](https://x.com/AlphaTalon2025/status/1979774180620202142) 2025-10-19T04:58Z [--] followers, [---] engagements "No dilution is pure fantasy. $CCCX s own filings show [--] M shares outstanding not [--] M. The S-1 literally warns of future equity issuance and dilution risk. Symbol changes dont block dilution cash raises do. This isnt tight-float magic; its a SPAC with a printer. Dont be scared by fully diluted post merger share counts of $CCCX The reality is. until the symbol changes and for some time after theres no dilution. Its the only quantum company with no dilution and small public float (under 30M shares) https://t.co/svenHZ0Cxj Dont be scared by fully diluted post merger share counts of $CCCX The" [X Link](https://x.com/AlphaTalon2025/status/1979774841189539977) 2025-10-19T05:01Z [--] followers, [---] engagements "@iewney Trade the tape sure but a $1.5T JPM plan isnt a blank check to $IONQ/$OKLO. Its a decade-long financing umbrella with $10B direct equity spread across sectors. Great hires profits. Fundamentals decide the endgame not press releases" [X Link](https://x.com/AlphaTalon2025/status/1979775955070812231) 2025-10-19T05:05Z [--] followers, [---] engagements "@Masi366531 Theres no secret effort to hide quantum timelines theyre just decades away from commercial reality. And yes $IONQ machines are mostly offline because theyre R&D prototypes not production hardware. Its physics not a cover-up. you need to go touch grass" [X Link](https://x.com/AlphaTalon2025/status/1979776908796805257) 2025-10-19T05:09Z [--] followers, [--] engagements "Keep up with the good work when bulls start blocking instead of debating it usually means the argument hit home. Keep posting facts markets always reward truth over narratives. $IONQ $QUBT $QBTS $RGTI $CCCX Another $IONQ bull has now blocked me @jrouldz because I posted a video from IONQ's own current Chief Scientific Officer and original founder Chris Monroe. It's true what they say the truth hurts. Basically every bull with a large following has now blocked me because they https://t.co/MjRftC3HOv Another $IONQ bull has now blocked me @jrouldz because I posted a video from IONQ's own current" [X Link](https://x.com/AlphaTalon2025/status/1979780023117922631) 2025-10-19T05:21Z [--] followers, [----] engagements "@returnoncap True $MCO and $SPGI are trusted brands but trust doesnt immunize them from disruption. AI will hit financial services first; its structured data and analytics at scale. What they sell is data + methodology exactly what AI can automate" [X Link](https://x.com/AlphaTalon2025/status/1979781545792811038) 2025-10-19T05:27Z [--] followers, [---] engagements "I believe $BYND can make its comeback to $2 as management executes on cost-cutting and operational discipline. With improved leadership and focus on stabilizing the business the next [--] months could finally mark a turnaround phase. Its a contrarianrisk I am willling to take" [X Link](https://x.com/AlphaTalon2025/status/1979783385330696385) 2025-10-19T05:35Z [--] followers, [----] engagements "E-commerce is locked in a deadly margin war. Revenue doesnt mean much when gross margins are being crushed by logistics discounting and competition. I dont recommend opening new positions in $JD $BABA or Meituan too much risk too little pricing power. $JD recently reported it's highest quarterly revenue ever. Profits continue to grow yet the stock is still trading near ATL's. People will call this dead money and be suprised when it pumps. Name one stock that is a better buy right now. I bet you can't. https://t.co/lS5jONpbgS $JD recently reported it's highest quarterly revenue ever. Profits" [X Link](https://x.com/AlphaTalon2025/status/1979786909439468013) 2025-10-19T05:49Z [--] followers, [---] engagements "https://tjzhang.substack.com/p/my-annual-donation-to-wall-streetr=62wiew https://tjzhang.substack.com/p/my-annual-donation-to-wall-streetr=62wiew" [X Link](https://x.com/AlphaTalon2025/status/1979786911570108821) 2025-10-19T05:49Z [--] followers, [--] engagements "@genejchan @commonsenseplay Whatever floats @commonsenseplays boat hes definitely rage-baiting but its clearly working for the algo. I am sure his engagement is up dramatically so if this is his goal then he succeeded" [X Link](https://x.com/AlphaTalon2025/status/1979799454439079994) 2025-10-19T06:39Z [--] followers, [--] engagements "@commonsenseplay @genejchan Im with you on the rational side your points on $IONQ and other QC's make fundamental sense. Just think the constant posting can dilute the message a bit. The facts are strong already no need to overpush time will tell anyways" [X Link](https://x.com/AlphaTalon2025/status/1979802540318625981) 2025-10-19T06:51Z [--] followers, [--] engagements "@genejchan @commonsenseplay Yeah but X is mostly just retail. Most dont dotheir own DD they read others and adjust their ideas. Nothing wrong with that but it makes things intertwined. When people rely on others DD blocking and echo chambers distort the whole picture" [X Link](https://x.com/AlphaTalon2025/status/1979805191705895223) 2025-10-19T07:01Z [--] followers, [--] engagements "I support this let the long and short talk openly the ony way to cut noise $IONQ $QUBT $QBTS $RGTI $CCCX @genejchan @AlphaTalon2025 i love the spaces idea - lets do it @genejchan @AlphaTalon2025 i love the spaces idea - lets do it" [X Link](https://x.com/AlphaTalon2025/status/1979809705024426316) 2025-10-19T07:19Z [--] followers, [---] engagements "Always @Arcteryx it will never be out Defense tech VCs have a new clothing drop. Arc'teryx is out. Goose is in. Vest season is back boys. https://t.co/KLakf3nmzd Defense tech VCs have a new clothing drop. Arc'teryx is out. Goose is in. Vest season is back boys. https://t.co/KLakf3nmzd" [X Link](https://x.com/AlphaTalon2025/status/1979811583955231181) 2025-10-19T07:27Z [--] followers, [---] engagements "@quentinclf @returnoncap They dont give free money to clients they sell access to their scale. $MCO and $SPGI monetize data credibility and regulatory trust. Clients pay for validation not subsidies. Pricing power is the moat not generosity" [X Link](https://x.com/AlphaTalon2025/status/1979925866147631352) 2025-10-19T15:01Z [--] followers, [---] engagements "@quentinclf @returnoncap $MCO and $SPGI are trusted but trust isnt a moat forever. Their corestructured data models and analyticsis exactly what AI can automate. If algorithms match their accuracy cheaper disruption is inevitable not hypothetical" [X Link](https://x.com/AlphaTalon2025/status/1979926385670959297) 2025-10-19T15:03Z [--] followers, [--] engagements "Yeah $HIMS gets hyped like an AI play when its really a direct-to-consumer pharmacytele-health front end fulfillment back end. Its not defensible tech; its logistics and brand. The $NVO lawsuit win doesnt change that the space is crowded and margins thin. $hims furus desperate for the cult but this isn't an AI play nor is there any interesting tech. It is just a commodity seller with multiple competitors entering all the time and big competitors in retail pharmacy and big pharma coming after it all the time. Enjoy Andrew's bags $hims furus desperate for the cult but this isn't an AI play nor" [X Link](https://x.com/AlphaTalon2025/status/1979929993481171325) 2025-10-19T15:17Z [--] followers, [---] engagements "He keeps on changing his mind He is doing a generational swing trade and making 100% on both $GLD ad $BTC 🤣 @mikealfred Lol didnt you sell all your gold back in May before its 30% rise Mikey https://t.co/Jbxty9yVgP @mikealfred Lol didnt you sell all your gold back in May before its 30% rise Mikey https://t.co/Jbxty9yVgP" [X Link](https://x.com/AlphaTalon2025/status/1980075238198239543) 2025-10-20T00:54Z [--] followers, [---] engagements "Out now a warning for all retail investors looking to go into Chinese & HK market long term. $BABA $JD $HSI #investing #Trading #Macroeconomics #Finance https://open.substack.com/pub/tjzhang/p/the-mirage-of-cheapness-why-chinasr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tjzhang/p/the-mirage-of-cheapness-why-chinasr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/AlphaTalon2025/status/1980104202153267367) 2025-10-20T02:50Z [--] followers, [---] engagements "Better structure I agree with the relative positioning. I do expect $CCCX / Infleqtion to run higher short term but it wont last. As Ive said before fundamentals and macro reality will catch up the hype always fades. After spending much of the weekend reading and debating with several quantum bears I have decided to significantly increase the short side of this relative value trade (i.e. $RGTI and $QUBT). $IONQ remains my biggest long and I have smaller long positions on $CCCX (due to After spending much of the weekend reading and debating with several quantum bears I have decided to" [X Link](https://x.com/AlphaTalon2025/status/1980116549571907767) 2025-10-20T03:39Z [--] followers, [----] engagements "I can see $IONQ $QUBT $RGTI $QBTS go higher in the relative short term. I am still net short cant half-ass my thesis. @genejchan you will probably have a more hedged good investment on those levels but only time will tell" [X Link](https://x.com/AlphaTalon2025/status/1980116551618662626) 2025-10-20T03:39Z [--] followers, [---] engagements "$BYND Survival: The Last Stand of Beyond Meat A forensic look at the company's capital structure solvency math and whether a 97% dilution was the necessary purge before rebirth https://open.substack.com/pub/tjzhang/p/beyond-survival-the-last-stand-ofr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tjzhang/p/beyond-survival-the-last-stand-ofr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/AlphaTalon2025/status/1980262508326998147) 2025-10-20T13:19Z [--] followers, [---] engagements "@FabAIQuantum Look at the burn rate without hype non of the quantum companies will last. We havent even mentions they be eating that government stimulus and grants up fr $IONQ $RGTI $QUBT $QBTS" [X Link](https://x.com/AlphaTalon2025/status/1980493331311595775) 2025-10-21T04:36Z [--] followers, [---] engagements "Exiting my $IONQ short managed to get out roughly breakeven. Impressive progress on fidelity but the core short & fundamental thesis remains intact. Will look to re-enter shorts later. Still holding significant LEAPS exposure" [X Link](https://x.com/AlphaTalon2025/status/1980625819690233966) 2025-10-21T13:22Z [--] followers, [--] engagements "Havent had a $SBUX in years but what da fuck does 'all-in on AI' meant here NEWS: Starbucks CEO Brian Niccol says the coffee giant is now all-in on AI. NEWS: Starbucks CEO Brian Niccol says the coffee giant is now all-in on AI" [X Link](https://x.com/AlphaTalon2025/status/1980627533151498622) 2025-10-21T13:29Z [--] followers, [--] engagements "When fundamental comes into investors view again and speculative shit cos slides $OKLO $RGTI @IONQ $QUBT $QBTS" [X Link](https://x.com/AlphaTalon2025/status/1980658331829354644) 2025-10-21T15:31Z [--] followers, [---] engagements "Thats not trading thats what you call it Say it. Gambling $BYND True turnaround fundamental supports base case $2-3 ultra bull $4-5 trading above those levels are strighat up black jacking. But then again no crying in the casino 🤣 $BYND youre a risk averse trader. You bought 10k shares at $0.65 for $6500. You saw the double and sold at $1.30. Tomorrow you wake up and its at $3.30 premarket. You buy back for [----] shares. Dont be this guy We said it was going past $10 just wait and follow instructions. $BYND youre a risk averse trader. You bought 10k shares at $0.65 for $6500. You saw the" [X Link](https://x.com/AlphaTalon2025/status/1980659364164952306) 2025-10-21T15:36Z [--] followers, [---] engagements "Reminder: $BYND Contrarian Not Casino. We are not here to short squeeze or gamble. Beyond Meat is a broken brand with a real chance at resurrection. Massive dilution debt swap and a ticking clock but if execution improves this $0.65 stock could 2-3x. (this is my thesis)" [X Link](https://x.com/AlphaTalon2025/status/1980661972921421969) 2025-10-21T15:46Z [--] followers, [---] engagements "and it worked so take profit and not leave it to short-squeeze is the best decision you willl make it is the definition of risk management follow your risk parameter no matter what" [X Link](https://x.com/AlphaTalon2025/status/1980661974796239166) 2025-10-21T15:46Z [--] followers, [--] engagements "This is my original investment thesis into $BYND dated Oct [--] 2025; 9:15 am ET Timing wise it was just luck I was expecting fundamentals recovering from operation and management cost cuting https://tjzhang.substack.com/p/beyond-survival-the-last-stand-of https://tjzhang.substack.com/p/beyond-survival-the-last-stand-of" [X Link](https://x.com/AlphaTalon2025/status/1980665131907576189) 2025-10-21T15:59Z [--] followers, [---] engagements "I will invest back into $BYND when the stock settles down and I see fundamental improvements in the core businesses target price once the stock settled and flush out the short term traders will be still Base: $2-3; Bull: $4-5" [X Link](https://x.com/AlphaTalon2025/status/1980665133782430083) 2025-10-21T15:59Z [--] followers, [---] engagements "What we are waiting for is coming I can feel it I am still naked short all other names and LEAPS IONQ $IONQ $QUBT $QBTS $RGTI $CCCX Momentum is officially gone - the volume has gone off a cliff for $IONQ and $RGTI over the last few weeks. - Volume down to 13M & 34M from peaks of 49M & 181M What this means Less liquidity wider spreads & significant downside volatility. Retail investor interest fading https://t.co/Gc8trukRdn Momentum is officially gone - the volume has gone off a cliff for $IONQ and $RGTI over the last few weeks. - Volume down to 13M & 34M from peaks of 49M & 181M What this" [X Link](https://x.com/AlphaTalon2025/status/1980666778071232597) 2025-10-21T16:05Z [--] followers, [---] engagements "@salmonstockcar Not bad I still have some options in $BYND but not going trade shares anymore. Good luck for the holders" [X Link](https://x.com/AlphaTalon2025/status/1980855826110902527) 2025-10-22T04:36Z [--] followers, [---] engagements "Not really if you look at $BYND's business fundamentals if management do well on heavy cost cutting they can turn it around somewhat although it will never break $5b market cap again. I think the market sentiment is overblown but we shall see once their earnings are out https://t.co/fCfLcp0Cox https://t.co/fCfLcp0Cox" [X Link](https://x.com/AlphaTalon2025/status/1980856432431100273) 2025-10-22T04:39Z [--] followers, [---] engagements "Well said we are at the end of a macro cycle this is where all the destruction and death comes in for shit cos will it be a purge or a slow bleed thats the real question Pivot towards safe haven and defensive industry is the theme starts now $OKLO $IONQ $QUBT $QBTS $RGTI $OPEN The majority of speculative names are significantly off highs now from quantum $IONQ $RGTI $QBTS SMRs $OKLO $SMR $NNE Rare earths $UAMY $CRML $USAR and many more $SLNH $NUAI $DFLI. This is part of the cycle where the speculative names die and now we are resetting while the The majority of speculative names are" [X Link](https://x.com/AlphaTalon2025/status/1980880063823507786) 2025-10-22T06:13Z [--] followers, [---] engagements "I will be careful with $BYND there could be a turnaround fundamentally only if the management can carry out brutal cost cutting measures. I believe they can but the short term trading is affecting this investment thesis. Realistically speaking $BYND Base: $2-3 Bull: $3-4 Insane action on Beyond Meat $BYND through to after hours. +37% after hours on a +143% day. I will resist the temptation to ride the momentum on this. It's an obvious short. In simple terms it costs them more to make and sell their "burgers" than what they earn from it. For https://t.co/VUTYEOtzqP Insane action on Beyond Meat" [X Link](https://x.com/AlphaTalon2025/status/1980914170603413840) 2025-10-22T08:28Z [--] followers, [---] engagements "It is but must as well end the bull market in a bang the final song and dance $BYND This $BYND move feels ominous for markets tbh just a gut feeling. This $BYND move feels ominous for markets tbh just a gut feeling" [X Link](https://x.com/AlphaTalon2025/status/1980968681535684804) 2025-10-22T12:05Z [---] followers, [---] engagements "This has to be one of the evidence for late stage bull market can't tell if bro is an artist or mentally ill. $RGTI Quantum - Feels like a technical breakdown to me. https://t.co/md1uxJbpIS Quantum - Feels like a technical breakdown to me. https://t.co/md1uxJbpIS" [X Link](https://x.com/AlphaTalon2025/status/1980972091823542548) 2025-10-22T12:18Z [---] followers, [--] engagements "Having some fun put in a short order for [--] share literally no shortable shares right now $BYND" [X Link](https://x.com/AlphaTalon2025/status/1980984787499434201) 2025-10-22T13:09Z [--] followers, [---] engagements "Seeing people posting if you have $5m will you buy a Porsche post. The real question should be if you have $5m will you buy an Audi Quattro S1 it beats Porsche any day of the week #Audi #Rally" [X Link](https://x.com/AlphaTalon2025/status/1980986309666828733) 2025-10-22T13:15Z [--] followers, [--] engagements "There is no fundamental no profit no actual potential commercialization for $IONQ what 'fundamental' are you thinking January [--] $IONQ was $51 a share Before [--]. Oxford Ionics Lightsynq & vector atomic acquisitions [--]. Billions on the balance sheet [--]. 99.99% two-qubit gate fidelity [--]. Mass hiring of top talents Today it sits at $55 a share. Focus on the fundamentals 👌🏾 January [--] $IONQ was $51 a share Before [--]. Oxford Ionics Lightsynq & vector atomic acquisitions [--]. Billions on the balance sheet [--]. 99.99% two-qubit gate fidelity [--]. Mass hiring of top talents Today it sits at $55 a share. Focus" [X Link](https://x.com/AlphaTalon2025/status/1981024668757705190) 2025-10-22T15:47Z [--] followers, [--] engagements "Pack it up go home guys the show is over. $BYND" [X Link](https://x.com/AlphaTalon2025/status/1981045835262808310) 2025-10-22T17:11Z [--] followers, [---] engagements "If you have balls show your P&L if not we will treat it as a troll post. $BYND Is this article about you https://www.businessinsider.com/beyond-meat-retail-trader-bynd-meme-stocks-bullish-outlook-2025-10 $BYND we have sold our entire stake for a $26 million dollar profit https://www.businessinsider.com/beyond-meat-retail-trader-bynd-meme-stocks-bullish-outlook-2025-10 $BYND we have sold our entire stake for a $26 million dollar profit" [X Link](https://x.com/AlphaTalon2025/status/1981046566376165642) 2025-10-22T17:14Z [--] followers, [---] engagements "Thats a good way to end this month of trading Thanks $BYND $RGTI $CCCX $IONQ $QUBT $QBTS Many more trades heading into November" [X Link](https://x.com/AlphaTalon2025/status/1981058496201445543) 2025-10-22T18:02Z [--] followers, [---] engagements "You can apply that logic to $BYND too people are delusional out here stay safe and do your own fundamental DD $IONQ $IONQ You can currently buy a company that will become worth over $1 Trillion dollars soon (within the next decade) for only $18.8 Billion today. If you have even half of a functioning brain cell you'll know that the smart play is to simply buy and hold and keep buying more https://t.co/lIQTSdg9u3 $IONQ You can currently buy a company that will become worth over $1 Trillion dollars soon (within the next decade) for only $18.8 Billion today. If you have even half of a functioning" [X Link](https://x.com/AlphaTalon2025/status/1981058845771518011) 2025-10-22T18:03Z [--] followers, [---] engagements "Huge short thesis report coming for my paid subscribers on Friday Its on the labubu company POP MART or Paid subscribers get access for my full [--] page of the analysis and thesis http://9992.HK http://9992.HK" [X Link](https://x.com/AlphaTalon2025/status/1981059633583476777) 2025-10-22T18:06Z [---] followers, [--] engagements "This is what the Chinese analyst are saying regarding POP MART you need to pay attention now Report out Friday 9:00 Beijing Time http://9992.HK http://9992.HK" [X Link](https://x.com/AlphaTalon2025/status/1981067269154418706) 2025-10-22T18:36Z [---] followers, [--] engagements "Plastic Faith: The Rise and Unraveling of POP MART (HKEX: 9992)s Cult Economy Out tmr before CN/HK market opens 9:00 am Beijing time Paid sub gets my downloadable [--] page report #POPMART # #LABUBU #molly http://9992.HK https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx http://9992.HK https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1981248806743396638) 2025-10-23T06:38Z [---] followers, [---] engagements "@thirdwheeler101 Hey happy to this article from my substack summarize it pretty well. Its a reflection on my Meituan investment this year it compares JD Meituan and Alibaba https://tjzhang.substack.com/p/my-annual-donation-to-wall-streetr=62wiew https://tjzhang.substack.com/p/my-annual-donation-to-wall-streetr=62wiew" [X Link](https://x.com/AlphaTalon2025/status/1981256693536477228) 2025-10-23T07:09Z [--] followers, [--] engagements "Every so often when we are near the end of a bull run fundamentals often gets ignored and euphoria carries valuation higher. Is it sustainable or even rational You decide for your self If you have a brain cell youll buy this science experiment company with a nearly $20B market cap because who cares if theres no real business its going to be worth a trillion. Oh my goodness. Another point awarded to the its [----] again crowd. https://t.co/TAzKSgdV1Z If you have a brain cell youll buy this science experiment company with a nearly $20B market cap because who cares if theres no real business its" [X Link](https://x.com/AlphaTalon2025/status/1981287981853135196) 2025-10-23T09:14Z [--] followers, [--] engagements "I have read the report by @WolfpackReports as always comprehensive to say the least. Following their foot step after a night of verification I have initated a shot on $METC Thank you Wolfpack Research and all the credit to your team We have reinitiated our short in $METC because we think its rare earth project the Brook Mine is a hoax. Our drone footage shows the Mines grand opening was a sham with virtually no activity since the staged event. We spoke with [--] experts in rare earths mining and not one https://t.co/ud2DnaudpD We have reinitiated our short in $METC because we think its rare" [X Link](https://x.com/AlphaTalon2025/status/1981572643007627293) 2025-10-24T04:05Z [---] followers, [---] engagements "@Tesslaaaaaa There is a difference between backing and providing liquidity for speculating. All billionaires mentioned brought shares through their hedgefund which means they are there to speculate and trade not investing. Becare of using incorrect sources" [X Link](https://x.com/AlphaTalon2025/status/1981708235058114814) 2025-10-24T13:03Z [--] followers, [--] engagements "@Tesslaaaaaa Israel Englander's fund Millennium Management MM is a alternative hedge fund they speculate on stocks. Englander sold quantum in May btw" [X Link](https://x.com/AlphaTalon2025/status/1981741251344150703) 2025-10-24T15:15Z [--] followers, [--] engagements "The administration of U.S. President Donald Trump is denying plans to take equity stakes in quantum computing firms such as D-Wave Quantum $QBTS Rigetti Computing $RGTI and IonQ $IONQ https://www.tipranks.com/news/trump-administration-denies-plan-to-take-stakes-in-quantum-computing-firms https://www.tipranks.com/news/trump-administration-denies-plan-to-take-stakes-in-quantum-computing-firms" [X Link](https://x.com/AlphaTalon2025/status/1981743667330355412) 2025-10-24T15:24Z [---] followers, [---] engagements "@Tesslaaaaaa Maybe but I dont think he cares about a [------] shares position that is valued at $33 per share he will only need to cut major positions for tax not minor" [X Link](https://x.com/AlphaTalon2025/status/1981748772104450308) 2025-10-24T15:45Z [---] followers, [--] engagements "$NVO analysis and investment pitch published on my substack on Sep [--] [----]. I laid out why it is a great company why even if weight loss drugs market falters it will still be a long term investment at then valuation the thesis today still stands https://tjzhang.substack.com/p/buying-fear-novo-nordisks-reset-isr=62wiew https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://tjzhang.substack.com/p/buying-fear-novo-nordisks-reset-isr=62wiew https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1981959858250219743) 2025-10-25T05:43Z [--] followers, [---] engagements "$UNH is up 33% since I published my analysis dated Aug [--] [----]. Follow my substack to get more up to date long/short analysis and investment themes https://open.substack.com/pub/tjzhang/p/unitedhealths-242b-gut-check-crisisr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/unitedhealths-242b-gut-check-crisisr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1982675952330268719) 2025-10-27T05:09Z [--] followers, [---] engagements "@RudyResearch Yes literally. I wanted to buy into $UNH as a long term hold for a while glad I did it then. Its one of the essential business that cant be replaced literally disruptor proof ad their fundamentals are strong marginal cost can be recovered" [X Link](https://x.com/AlphaTalon2025/status/1982684488221245666) 2025-10-27T05:43Z [--] followers, [--] engagements "or Deepexi Technologies Co. Ltd. will begin trading tomorrow on the HKEX I have set an order for it it is the chinese version of $PLTR I assume it will rocket upwards tmr Likelihood of my order been filled will be low but worth a shot http://1384.HK http://1384.HK" [X Link](https://x.com/AlphaTalon2025/status/1982728941896073572) 2025-10-27T08:39Z [--] followers, [--] engagements "My Thoughts on Autonomous Driving: the Only AI Theme That Will Print Cash in the Near Future $NVDA $BIDU $GOOGL $MSFT $ORCL $DIDIY $PONY $WRD $MBLY $TSLA $LAZR $AMBA $UBER $GM $HYMLF $TM https://open.substack.com/pub/tjzhang/p/my-thoughts-on-autonomous-drivingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/my-thoughts-on-autonomous-drivingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1982810830887395801) 2025-10-27T14:05Z [--] followers, [---] engagements "Manage to get in at $45 per share did not manage to fill all order I just closed my position at $57.95 overall a good trade. Will looking to invest long term after the IPO hype fades on this stock Currently https://t.co/jFMCaIKIqa is trading +70% on the HK grey market I think the momentum will carry it above $60 per share GTC order placed we will see how it goes Currently https://t.co/jFMCaIKIqa is trading +70% on the HK grey market I think the momentum will carry it above $60 per share GTC order placed we will see how it goes" [X Link](https://x.com/AlphaTalon2025/status/1983019317433381306) 2025-10-28T03:53Z [--] followers, [--] engagements "Great earnings month for me so far all of my pick has hit their financial goal. Today: $UPS $UNH also crushed" [X Link](https://x.com/AlphaTalon2025/status/1983159517581062587) 2025-10-28T13:10Z [--] followers, [---] engagements "no way $NVDA is investing into $NOKIA you know what maybe euphoria will carry us towards higher grounds short sellers strap in if you think its bad before we are entering into the trenches now" [X Link](https://x.com/AlphaTalon2025/status/1983197335489556725) 2025-10-28T15:41Z [---] followers, [---] engagements "Boys and girls $PONY and $WRD is havings its HK IPO I have already subscriped The current HK IPO market is hot I believe those two will be an extremely good trade Again this is just an IPO trade not long term investment need IPO and listing hype to die down first My Thoughts on Autonomous Driving: the Only AI Theme That Will Print Cash in the Near Future $NVDA $BIDU $GOOGL $MSFT $ORCL $DIDIY $PONY $WRD $MBLY $TSLA $LAZR $AMBA $UBER $GM $HYMLF $TM https://t.co/GudpGW6FaS https://t.co/FgFBgClUST My Thoughts on Autonomous Driving: the Only AI Theme That Will Print Cash in the Near Future $NVDA" [X Link](https://x.com/AlphaTalon2025/status/1983371905840361631) 2025-10-29T03:14Z [--] followers, [---] engagements "Next report coming out on Friday 9:00 ET $POAHY $DRPRY #P911 #Porsche" [X Link](https://x.com/AlphaTalon2025/status/1983395227416367186) 2025-10-29T04:47Z [---] followers, [--] engagements "$OKLO people who are long term investors need to watch this video a basic breakdown of the economics of nuclear reactor https://www.youtube.com/watchv=cbeJIwF1pVY https://www.youtube.com/watchv=cbeJIwF1pVY" [X Link](https://x.com/AlphaTalon2025/status/1983497699040113059) 2025-10-29T11:34Z [--] followers, [---] engagements "$OKLO SMR basic: https://www.youtube.com/watchv=89KYlEzW5_M https://www.youtube.com/watchv=89KYlEzW5_M" [X Link](https://x.com/AlphaTalon2025/status/1983502215433040284) 2025-10-29T11:52Z [--] followers, [--] engagements "$CVNA is a completely utter garbage business surprised its still lasting this long woah woah woah $cvna dip buyers actually being. PUNISHED woah woah woah $cvna dip buyers actually being. PUNISHED" [X Link](https://x.com/AlphaTalon2025/status/1983741942019322191) 2025-10-30T03:45Z [---] followers, [---] engagements "@ElizabethHolmes How can we be sure your account aint run by a bot 🙃" [X Link](https://x.com/AlphaTalon2025/status/1983742224564437198) 2025-10-30T03:46Z [--] followers, [--] engagements "BBC: Trump says he will visit China in April Trump also says he will visit China in April and says Xi will be coming to the US "sometime after that" possibly to Washington DC or Palm Beach in Florida. How Trump feels after saying that BBC: Trump rated meeting [--] out of [--] When asked how he would rate the meeting from 1-10 Trump said he rated the meeting calling it a "great success. They congratulated me on the tremendous success we've had" he said. China and HK market opened lower after Lunch BBC: Trump rated meeting [--] out of [--] When asked how he would rate the meeting from 1-10 Trump said" [X Link](https://x.com/AlphaTalon2025/status/1983763790324973775) 2025-10-30T05:11Z [--] followers, [---] engagements "@RudyResearch $META earnings good IMO the guidance are also inline with their competitors too" [X Link](https://x.com/AlphaTalon2025/status/1983768344055656539) 2025-10-30T05:30Z [--] followers, [--] engagements "Feels bad that is now at [---] per share oh well Chinese $PLTR goes crazy http://1384.HK http://1384.HK" [X Link](https://x.com/AlphaTalon2025/status/1983807913807507957) 2025-10-30T08:07Z [--] followers, [--] engagements "@grok translate and summarize the picture below" [X Link](https://x.com/AlphaTalon2025/status/1983808166870839335) 2025-10-30T08:08Z [--] followers, [--] engagements "$NVO and $PFE competing for the acquisition of $MTSR I am rooting for anyone got all of them in my long-term portfolio. Although I $NVO is currently winning the negotiation https://www.marketscreener.com/news/novo-nordisk-raises-bid-for-metsera-in-attempt-to-outmaneuver-pfizer-sources-ce7d5dd3df89f222 https://www.marketscreener.com/news/novo-nordisk-raises-bid-for-metsera-in-attempt-to-outmaneuver-pfizer-sources-ce7d5dd3df89f222" [X Link](https://x.com/AlphaTalon2025/status/1983832415052427564) 2025-10-30T09:44Z [--] followers, [--] engagements "BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://open.substack.com/pub/tjzhang/p/subscriber-special-capricor-therapeuticsr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/subscriber-special-capricor-therapeuticsr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1983886909299683365) 2025-10-30T13:21Z [--] followers, [---] engagements "I guess Burry doesnt miss $EL beats earnings I think I will start accumulating its been on my radar since forever" [X Link](https://x.com/AlphaTalon2025/status/1983887441594581453) 2025-10-30T13:23Z [---] followers, [---] engagements "Irrational behaviour by investors there is currently a sale off from $EL holders I guess Burry doesnt miss $EL beats earnings I think I will start accumulating its been on my radar since forever I guess Burry doesnt miss $EL beats earnings I think I will start accumulating its been on my radar since forever" [X Link](https://x.com/AlphaTalon2025/status/1983888268916859352) 2025-10-30T13:26Z [---] followers, [---] engagements "This shows you have a significant lack of financial literacy Setting $FI aside anyone who says theose statement are not understanding the risks of making an investment Here is something to help: @CFAinstitute of course I am guessing you never wanted to do the hardwork anyways I've been trading stocks long enough to know that $FI is a buying opportunity despite knowing almost nothing about $FI. When an S&P500 company is down -70.41% from 52wk highs after a rapid & brutal crash don't overthink it just go long. https://t.co/GwYlxbuwwg I've been trading stocks long enough to know that $FI is a" [X Link](https://x.com/AlphaTalon2025/status/1984169304418611661) 2025-10-31T08:03Z [--] followers, [---] engagements "The Weight-Loss Drug Wars: GLP-1 Mania and the Coming Fight for the $100B Market $NVO $PFE $LLY https://open.substack.com/pub/tjzhang/p/the-weight-loss-drug-wars-glp-1-maniar=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/the-weight-loss-drug-wars-glp-1-maniar=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1984185829045178808) 2025-10-31T09:09Z [--] followers, [---] engagements "My investment analysis on Porsche AG is out now #P911 $POAHY #Porsche https://open.substack.com/pub/tjzhang/p/porsche-ag-p911-where-engineeringr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/porsche-ag-p911-where-engineeringr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1984245429194891396) 2025-10-31T13:05Z [---] followers, [---] engagements "What does everyone thing about Wendy's I swear their balance sheet and business model is solid $WEN" [X Link](https://x.com/AlphaTalon2025/status/1985231382998823041) 2025-11-03T06:23Z [---] followers, [--] engagements "Reminder on my publication last week regarding $NVO $PFE and $LLY $MRNA report coming out today 8:00 ET The Weight-Loss Drug Wars: GLP-1 Mania and the Coming Fight for the $100B Market $NVO $PFE $LLY https://t.co/3367EpAuoQ https://t.co/sH8kxvYxel The Weight-Loss Drug Wars: GLP-1 Mania and the Coming Fight for the $100B Market $NVO $PFE $LLY https://t.co/3367EpAuoQ https://t.co/sH8kxvYxel" [X Link](https://x.com/AlphaTalon2025/status/1985296143803437240) 2025-11-03T10:41Z [--] followers, [---] engagements "Pure Copium $QURE and $SRPT is completely different my dude. I have been buying the $QURE dip. This morning's press release was a calculated decision by $QURE management. Note that there's a key word in the press release that I have not seen people discussing."BELIEVES". $QURE has not yet received formal word that they cannot submit https://t.co/FV9mjHtE9h I have been buying the $QURE dip. This morning's press release was a calculated decision by $QURE management. Note that there's a key word in the press release that I have not seen people discussing."BELIEVES". $QURE has not yet received" [X Link](https://x.com/AlphaTalon2025/status/1985381257723646386) 2025-11-03T16:19Z [---] followers, [----] engagements "@A_May_MD Well see dont be too hard on yourself it happens. But yeah $SRPT already commercial and profitable; not really comparable to $QURE at all. Totally different league" [X Link](https://x.com/AlphaTalon2025/status/1985387994694799617) 2025-11-03T16:45Z [---] followers, [----] engagements "$BRKB will always be an accumulation play When you built the largest cash balance in history and no one cares for you anymore https://t.co/6wB7k8xnmx When you built the largest cash balance in history and no one cares for you anymore https://t.co/6wB7k8xnmx" [X Link](https://x.com/AlphaTalon2025/status/1985388208981418018) 2025-11-03T16:46Z [---] followers, [---] engagements "@baileyefxs @A_May_MD yes my thesis with $SRPT is not really about the earnings call they actually have a chance for FDA to reverse decisions btw feel free to read my analysis: https://tjzhang.substack.com/p/srpt-part-2-elevidys-at-a-crossroads https://tjzhang.substack.com/p/srpt-part-2-elevidys-at-a-crossroads" [X Link](https://x.com/AlphaTalon2025/status/1985391016115871864) 2025-11-03T16:57Z [---] followers, [----] engagements "@DesertDweller93 show me where in their SEC filling that says they have no debt [--]. 174m senior secured term loan facility with Hercules [--]. 448.239m royalty financing agreement (in $QURE 's case better to just treat it as long term liability) good luck I have no position in $QURE btw" [X Link](https://x.com/AlphaTalon2025/status/1985397505438126521) 2025-11-03T17:23Z [---] followers, [---] engagements "Woke up to $SRPT down 40% will have an analysis on the earning and trials soon Not disappointed as my thesis with SRPT is above todays news and play on a distressed company fundamentals Maybe this is just copium who knows 🤣" [X Link](https://x.com/AlphaTalon2025/status/1985507614122525012) 2025-11-04T00:41Z [---] followers, [---] engagements "Either you are stupid enough and want to go to jail or this is fake. honestly both could be true ATP $BYND" [X Link](https://x.com/AlphaTalon2025/status/1985582821898141720) 2025-11-04T05:40Z [---] followers, [---] engagements "Management is a problem but I still think $SRPT is a great asymmetrical biotech play here a rare revenue generating biotech at 0.5x p/s People will probably just call us copium brothers though 🤣 $SRPT There is a lot going on here. I believe that most of the sell off here is entirely due to the market not trusting Doug and friends [--]. Not really sure that the market really expected the PMOs to be stat sig. Prob won't pull PMOs but you never know with this FDA. $SRPT There is a lot going on here. I believe that most of the sell off here is entirely due to the market not trusting Doug and" [X Link](https://x.com/AlphaTalon2025/status/1985583537312186594) 2025-11-04T05:43Z [---] followers, [---] engagements "$HIMS speculators are so delusional Its a tragedy to have those kind of investors investing in your company But I guess dumb money is now the smart money lol 😂" [X Link](https://x.com/AlphaTalon2025/status/1985614326703817052) 2025-11-04T07:45Z [---] followers, [---] engagements "I should start posting my copium too on $SRPT on X but just cant be bothered "Look FDA should approve $QURE because I am long." is probably a more honest way to express your anger than "They are doing this wrong and the patients are the ones that will be hurt." Absolutely hilarious takes by some accounts here. "Look FDA should approve $QURE because I am long." is probably a more honest way to express your anger than "They are doing this wrong and the patients are the ones that will be hurt." Absolutely hilarious takes by some accounts here" [X Link](https://x.com/AlphaTalon2025/status/1985710130537841026) 2025-11-04T14:06Z [---] followers, [---] engagements "Really good earning by $PFE Just finished earning analysis on $RACE was okay but growth is almost muted same story as $POAHY but macro headwinds seems to be slightly better which is reflected through their elevated share price" [X Link](https://x.com/AlphaTalon2025/status/1985759288598675562) 2025-11-04T17:21Z [---] followers, [---] engagements "Koreans gambled all their money on shorting KFC no more quantum no more biotech. we will miss them dearly $nktr its over Koreans have left the building $nktr its over Koreans have left the building" [X Link](https://x.com/AlphaTalon2025/status/1985911796172271924) 2025-11-05T03:27Z [---] followers, [--] engagements "I agree with this sentiment those trials clearly showed that each company's drug trials was statistically insignificant. Investors wants to fast track drug because patient needs it is betting on FDA's sympathetic side scientific process matters $SRPT $QURE $BHVN FDA shit-show chaos aside we've come along way in [---] years of the scientific method and the [--] years since Kefauver-Harris. Perhaps we should continue to ensure drugs work to their approval. VP is an asshole but not wrong (imho) $SRPT $QURE $BHVN FDA shit-show chaos aside we've come along way in [---] years of the scientific method and" [X Link](https://x.com/AlphaTalon2025/status/1985918259045220760) 2025-11-05T03:53Z [---] followers, [----] engagements "That was very lucky you should be praying for that mystery $SLNO European bagholder now $SLNO I somehow managed to sell my position to someone in Europe at [-----] ($60) lol 😅 Price now $48.88. Disaster. There is nothing more to say on the matter. https://t.co/kxhlXVDMyI $SLNO I somehow managed to sell my position to someone in Europe at [-----] ($60) lol 😅 Price now $48.88. Disaster. There is nothing more to say on the matter. https://t.co/kxhlXVDMyI" [X Link](https://x.com/AlphaTalon2025/status/1986011023997038857) 2025-11-05T10:01Z [---] followers, [---] engagements "Who said $NVO is faltering The forward statement looks extremely positive and the cost cutting is in full swing. price still below $50 Thats a bargain for me" [X Link](https://x.com/AlphaTalon2025/status/1986046937917976758) 2025-11-05T12:24Z [---] followers, [---] engagements "$NVO just clearly indicated that they will start doing share buyback and make sure the consistent and stable dividend paid Who said $NVO is faltering The forward statement looks extremely positive and the cost cutting is in full swing. price still below $50 Thats a bargain for me https://t.co/bgRqoN4Si0 Who said $NVO is faltering The forward statement looks extremely positive and the cost cutting is in full swing. price still below $50 Thats a bargain for me https://t.co/bgRqoN4Si0" [X Link](https://x.com/AlphaTalon2025/status/1986050076960301509) 2025-11-05T12:36Z [---] followers, [---] engagements "I dont like how my two big holdings $PFE and $NVO are fighting over $MTSR maybe its wise to just initiate a position in $MTSR" [X Link](https://x.com/AlphaTalon2025/status/1986050684450689523) 2025-11-05T12:39Z [---] followers, [---] engagements "@_cheb_ I am listening to the call right now everything is positive regarding pipeline acquisitions and cost cutting measures IMO. The only negative is losing 9% market share on weight loss WL market but thats been reported already My thesis is above WL market" [X Link](https://x.com/AlphaTalon2025/status/1986051778413265392) 2025-11-05T12:43Z [---] followers, [--] engagements "@_cheb_ The negative questions are on [--]. market share; [--]. $MTSR acquisitions; [--]. Orforglipron pricing commercially; [--]. Restructuring costs" [X Link](https://x.com/AlphaTalon2025/status/1986053070732849388) 2025-11-05T12:48Z [---] followers, [--] engagements "$LULU isnt a dying leggings stock. The WFH bubble is gone but this is still a $10B+ global brand comping double-digits internationally growing mens & footwear and running 60% gross / 24% op margins. Slower NA collapse. Longs are buying normalization not nostalgia. Fashion cycles are long. $LULU was a beneficiary of trends in leggings and work-from-home athleisure. Baggy clothes are in + RTO + innovation at Lulu has stagnated + its primary customers (millennials) have aged making the brand less appealing to Gen Z. When Lulu was growing Fashion cycles are long. $LULU was a beneficiary of trends" [X Link](https://x.com/AlphaTalon2025/status/1986056810995085628) 2025-11-05T13:03Z [---] followers, [---] engagements "Thats a foolish mistake by my favourite albanian time will prove it $BHVN took a big position long $BHVN. their CEO is one of the best if not the best CEO in small-cap biotech. the portfolio has a lot of value in it. today's news was widely expected. took a big position long $BHVN. their CEO is one of the best if not the best CEO in small-cap biotech. the portfolio has a lot of value in it. today's news was widely expected" [X Link](https://x.com/AlphaTalon2025/status/1986079437503512725) 2025-11-05T14:33Z [---] followers, [----] engagements "@MartinShkreli I think Vlad is the only thing going for $BHVN; that said the CRL is a hugely negative retrail takes time cash burn is too high they need to cut R&D and potentially dilution down the road I couldnt be wrong this is just what my thoughts are now" [X Link](https://x.com/AlphaTalon2025/status/1986081570537738470) 2025-11-05T14:42Z [---] followers, [---] engagements "Thats an awefully optimistic take but if it happens I am here for it $SRPT $SRPT next catalyst is coming soon according to management (conf call): the JP Morgan Healthcare Conference January [----]. The CEO will probably provide guidance on Elevidys sales for Q1 [----]. I expect a rebound since management was clear that the entire process to receive the $SRPT next catalyst is coming soon according to management (conf call): the JP Morgan Healthcare Conference January [----]. The CEO will probably provide guidance on Elevidys sales for Q1 [----]. I expect a rebound since management was clear that the" [X Link](https://x.com/AlphaTalon2025/status/1986095210699575695) 2025-11-05T15:36Z [---] followers, [---] engagements "The risk on investment here is too great dilution will happen just matter of time. Think about all the cost cutting they need to do and that will still not be enough cash to securely deliver a new retrial and operational/R&D costs $BHVN Man I thought $Bhvn would be way lower management may cancel some asset divesting plans and just dilute huge here if it holds at [--]. I would be very cautious owning it here even if you like their assets Man I thought $Bhvn would be way lower management may cancel some asset divesting plans and just dilute huge here if it holds at [--]. I would be very cautious" [X Link](https://x.com/AlphaTalon2025/status/1986322352590999664) 2025-11-06T06:38Z [---] followers, [---] engagements "@NielsPluijmen Ya we will see surprised by this IPO reaction" [X Link](https://x.com/AlphaTalon2025/status/1986367027892904419) 2025-11-06T09:36Z [---] followers, [--] engagements "XERIS BIOPHARMA POSTS RECORD FINANCIAL RESULTS FOR THE THIRD QUARTER [----] This will be a long term position for me accumulation will start happening. $XERS" [X Link](https://x.com/AlphaTalon2025/status/1986406598827266436) 2025-11-06T12:13Z [---] followers, [---] engagements "$QBTS Q3: +100% rev growth to $3.7M but still bleeding cash. $140M loss weak bookings and margin gains from one-off system sales. A financing machine not a business. Another quantum mirage every rally is a short reload. #QuantumBubble" [X Link](https://x.com/AlphaTalon2025/status/1986412974861369733) 2025-11-06T12:38Z [---] followers, [---] engagements "@Francis08760978 Any reason for this price target" [X Link](https://x.com/AlphaTalon2025/status/1986413950737817786) 2025-11-06T12:42Z [---] followers, [--] engagements "Excited for $WEN's earnings I expect them to beat earnings modestly management guidance will be ultra imporant" [X Link](https://x.com/AlphaTalon2025/status/1986723761404666038) 2025-11-07T09:13Z [---] followers, [--] engagements "$WEN Q3 shows a tale of two markets U.S. traffic down 4.7% but international sales up 8%. EBITDA still grew 2% despite softer comps. The brands global expansion & cost control keep it alive through a serious consumer slowdown. A turnaround not a collapse" [X Link](https://x.com/AlphaTalon2025/status/1986775736448176159) 2025-11-07T12:40Z [---] followers, [---] engagements "$WEN is such an undervalued compounder $WEN Q3 shows a tale of two markets U.S. traffic down 4.7% but international sales up 8%. EBITDA still grew 2% despite softer comps. The brands global expansion & cost control keep it alive through a serious consumer slowdown. A turnaround not a collapse. $WEN Q3 shows a tale of two markets U.S. traffic down 4.7% but international sales up 8%. EBITDA still grew 2% despite softer comps. The brands global expansion & cost control keep it alive through a serious consumer slowdown. A turnaround not a collapse" [X Link](https://x.com/AlphaTalon2025/status/1986776827348849038) 2025-11-07T12:44Z [---] followers, [--] engagements "$WEN my next big compounder Analysis out now on my substack https://open.substack.com/pub/tjzhang/p/wendys-nasdaq-wen-a-cash-machiner=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/wendys-nasdaq-wen-a-cash-machiner=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1986861075728589300) 2025-11-07T18:19Z [---] followers, [---] engagements "Good opportunity to buy a great compounding business $UNH Over the last week $UNH has been like that water drip torture method Red by 2-3% every day Over the last week $UNH has been like that water drip torture method Red by 2-3% every day" [X Link](https://x.com/AlphaTalon2025/status/1986865699621667151) 2025-11-07T18:37Z [---] followers, [---] engagements "@WeimarPilled I think for $WEN it realy is time in the game its dividend has been extremely stable for years even if the timing is off (which tends to be most of the time ) cash yield or reinvestment cuts down on opportunity costs" [X Link](https://x.com/AlphaTalon2025/status/1987160872389865475) 2025-11-08T14:10Z [---] followers, [--] engagements "Buy now The printer will be on soon $BTC $ETH Running out of organs Running out of organs" [X Link](https://x.com/AlphaTalon2025/status/1987411784723316835) 2025-11-09T06:47Z [---] followers, [--] engagements "Consider getting it appraised from $LVMH Probably worthless though you should eat it @BYNDSTONK @AlphaTalon2025 Not sure what to do with these when moon $bynd https://t.co/HM6pMshFZD @BYNDSTONK @AlphaTalon2025 Not sure what to do with these when moon $bynd https://t.co/HM6pMshFZD" [X Link](https://x.com/AlphaTalon2025/status/1987779261042937901) 2025-11-10T07:08Z [---] followers, [---] engagements "My analysis on QBI and public quantum computing firms. $IONQ $RGTI $QUBT $QBTS $CCCX https://open.substack.com/pub/tjzhang/p/us-quantum-initiative-qbi-who-actuallyr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/us-quantum-initiative-qbi-who-actuallyr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1988118148990857556) 2025-11-11T05:34Z [---] followers, [---] engagements "Warren Buffett ends an era. His final letter isnt about wealthits about wisdom. Im going quiet". After six decades the greatest investor leaves with the same lesson he lived by: Compounding doesnt need noise. $BRK.B $BRK.A Warren Buffetts last shareholder letter. https://t.co/Qc49d996Tu https://t.co/IVOJRIqClG Warren Buffetts last shareholder letter. https://t.co/Qc49d996Tu https://t.co/IVOJRIqClG" [X Link](https://x.com/AlphaTalon2025/status/1988122288710164800) 2025-11-11T05:51Z [---] followers, [--] engagements "My thoughts on $RGTI earnings" [X Link](https://x.com/AlphaTalon2025/status/1988161322870272033) 2025-11-11T08:26Z [---] followers, [----] engagements "My analysis and thoughts on $CAPR earnings and why its likely they will not advance on the HOPE-3 study BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS" [X Link](https://x.com/AlphaTalon2025/status/1988161875130151003) 2025-11-11T08:28Z [---] followers, [---] engagements "What happened to all the $BYND bagholders I thought the company shares is supposed to rally to $30 after earnings Maybe you guy should do more investment analysis before gambling They company is at best worth $2-3 per share and that requires a multi year turnaround #baggies $BYND Survival: The Last Stand of Beyond Meat A forensic look at the company's capital structure solvency math and whether a 97% dilution was the necessary purge before rebirth https://t.co/n0Lf9XkYeL https://t.co/FUA31XCHum $BYND Survival: The Last Stand of Beyond Meat A forensic look at the company's capital structure" [X Link](https://x.com/AlphaTalon2025/status/1988165703162360041) 2025-11-11T08:43Z [---] followers, [---] engagements "My thoughts on $NVO's latest data for ESSENCE Phase [--] trials Wegovy NOVO NORDISK $NVO: New data from the ESSENCE Phase [--] trial shows Wegovy (semaglutide [---] mg) improved liver injury in patients with MASH even at low levels of weight loss according to results presented at AASLD [----]. The analysis also showed improvements across age gender https://t.co/a2qUXjHSEx NOVO NORDISK $NVO: New data from the ESSENCE Phase [--] trial shows Wegovy (semaglutide [---] mg) improved liver injury in patients with MASH even at low levels of weight loss according to results presented at AASLD [----]. The analysis also" [X Link](https://x.com/AlphaTalon2025/status/1988167513885245721) 2025-11-11T08:50Z [---] followers, [---] engagements "its about the hype of the management been strong and decisive their partnership does not change their fundamentals. $IONQ I don't understand these moves by $IONQ It's cash burn for nebulous future revenue and no direct revenue ever. R&D should be in-house. The cash pile has to be toward monetisation not airy fairy academic foundations. It worries me. And market: 7% down on a green day. I don't understand these moves by $IONQ It's cash burn for nebulous future revenue and no direct revenue ever. R&D should be in-house. The cash pile has to be toward monetisation not airy fairy academic" [X Link](https://x.com/AlphaTalon2025/status/1988183060622569840) 2025-11-11T09:52Z [---] followers, [---] engagements "Investment report for $XERS out now on my substack special shout out to @RudyResearch for bring it to my attention https://tjzhang.substack.com/p/how-xeris-biopharma-broke-the-smallr=62wiew https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://tjzhang.substack.com/p/how-xeris-biopharma-broke-the-smallr=62wiew https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1988246719965089886) 2025-11-11T14:05Z [---] followers, [----] engagements "$SRPT is one of the best asymetric setup I have seen for a long time momentum rewards investors who are patient $SRPT I need a drink https://t.co/TU6QSDWyIW $SRPT I need a drink https://t.co/TU6QSDWyIW" [X Link](https://x.com/AlphaTalon2025/status/1988267899669410211) 2025-11-11T15:29Z [---] followers, [---] engagements "People who uses technical analysis are like: "Wow look $NVO is a mountain must go up now yay" Just go understand the business bro it cannot be that hard man $NVO is at a long term support. This could be a potential bottom. Its now or never baby https://t.co/3p0Bt4bv5J $NVO is at a long term support. This could be a potential bottom. Its now or never baby https://t.co/3p0Bt4bv5J" [X Link](https://x.com/AlphaTalon2025/status/1988589567474270330) 2025-11-12T12:47Z [---] followers, [---] engagements "$OKLO earnings analysis and reiterration of my short thesis" [X Link](https://x.com/AlphaTalon2025/status/1988830532017295483) 2025-11-13T04:45Z [---] followers, [--] engagements "First of all the letter was a fab Second it shows how surface level you understood Burry's investment style. He manage to generate over 20% CAGR for the past [--] years. I can list multiple investment Burry made that is good what is your track record" [X Link](https://x.com/AlphaTalon2025/status/1988851244828348681) 2025-11-13T06:07Z [---] followers, [--] engagements "We got Japan's $MSTR before GTA [--] FR These guys also acquired a listed Japanese firm Hotta Marusho which originally made Kimono. Renamed it to Bitcoin Japan Corp and now runs a $BTC treasury play😅 https://t.co/0hQ2eFQRHm These guys also acquired a listed Japanese firm Hotta Marusho which originally made Kimono. Renamed it to Bitcoin Japan Corp and now runs a $BTC treasury play😅 https://t.co/0hQ2eFQRHm" [X Link](https://x.com/AlphaTalon2025/status/1988854511650136402) 2025-11-13T06:20Z [---] followers, [---] engagements "To justify $LLY's current multiple they need to have serious execution perfection but it is possible they do their strategic plan well $NVO is a clear fundamental and share price asymetric setup any good news will be potential jump up now" [X Link](https://x.com/AlphaTalon2025/status/1988956969638719893) 2025-11-13T13:07Z [---] followers, [---] engagements "$NVO sitting on house money its time to do some good old M&A $NVO pushed hard to buy Metsera and CEO Mike Doustdar took the pursuit far beyond what previous management ever considered. Reuters says earlier internal valuations were around $2B but Mike Doustdar escalated to a $10B structured offer to secure Metseras obesity pipeline and $NVO pushed hard to buy Metsera and CEO Mike Doustdar took the pursuit far beyond what previous management ever considered. Reuters says earlier internal valuations were around $2B but Mike Doustdar escalated to a $10B structured offer to secure Metseras obesity" [X Link](https://x.com/AlphaTalon2025/status/1988959430952804516) 2025-11-13T13:17Z [---] followers, [---] engagements "Another $QURE bagholder blaming @VPrasadMDMPH on a statistically failed drug btw nothing new to see here. My honest advice instead of thinking long and hard about what went wrong go out and have fun with your friends.touching grass will help. Re: $QURE. I've spent a bunch of time reflecting on where I went wrong. I cut my position by about 1/3 incl what I added after the pre-BLA mtg news. I intend to hold the remainder of my position thru pre-BLA meeting notes release. If FDA requires a Ph [--] RCT I'll cut more. 🧵 Re: $QURE. I've spent a bunch of time reflecting on where I went wrong. I cut my" [X Link](https://x.com/AlphaTalon2025/status/1988960627151577283) 2025-11-13T13:22Z [---] followers, [---] engagements "wtf kind of setup is that bro is in mission control room fr also LABUBU is the worse part of it. As a popmart short seller I do not approve😠 fck it labubu at the Bloomberg Terminal. https://t.co/plxzdNYIJ7 fck it labubu at the Bloomberg Terminal. https://t.co/plxzdNYIJ7" [X Link](https://x.com/AlphaTalon2025/status/1989042384408346779) 2025-11-13T18:47Z [---] followers, [--] engagements "I will initiate a short position for $AVXL today after talking to industry experts I believe they will mot pass further assessment on their leading drug candidate of ANAVES 2-73 the result will present as statistically insignficant. DYOR" [X Link](https://x.com/AlphaTalon2025/status/1989182881202405529) 2025-11-14T04:05Z [---] followers, [---] engagements "Put in order for $CDTX good catch $CDTX selling for at least 6b the current move is not enough. $CDTX selling for at least 6b the current move is not enough" [X Link](https://x.com/AlphaTalon2025/status/1989190562281668936) 2025-11-14T04:36Z [---] followers, [---] engagements "they dont I have talked to some insiders they have assets but they refuse to be honest. $PONY has clearly shown dishonesty Day [--] 🤐🤐🤐 The silence speaks louder than empty words. No response no accountabilityjust a deafening void where truth should be. @PonyAI_tech do better. $PONY Day [--] 🤐🤐🤐 The silence speaks louder than empty words. No response no accountabilityjust a deafening void where truth should be. @PonyAI_tech do better. $PONY" [X Link](https://x.com/AlphaTalon2025/status/1989268601971605980) 2025-11-14T09:46Z [---] followers, [---] engagements "Just pure investor now no more noises $SRPT Did all the traders leave $SRPT Not seeing all the technical jargon anymore. Guess not enough action anymore. Did all the traders leave $SRPT Not seeing all the technical jargon anymore. Guess not enough action anymore" [X Link](https://x.com/AlphaTalon2025/status/1989332715888353563) 2025-11-14T14:00Z [---] followers, [---] engagements "Obesity is the new oncology. And $VKTX is next in line dual GLP-1/GIP + oral follow-up both Phase 3-ready. Cash-rich independent and perfectly placed for a takeout. https://open.substack.com/pub/tjzhang/p/from-pipeline-to-platform-vikingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/from-pipeline-to-platform-vikingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1989334158976663728) 2025-11-14T14:06Z [---] followers, [---] engagements "@grok analyze my investment thesis into $SRPT" [X Link](https://x.com/AlphaTalon2025/status/1989561080449044671) 2025-11-15T05:08Z [---] followers, [---] engagements "@Grok summarize my investment thesis for $WEN" [X Link](https://x.com/AlphaTalon2025/status/1989563159573926298) 2025-11-15T05:16Z [---] followers, [--] engagements "Post too long and I will never pay for X so here is the rest: Longs: $PFE $MTSR $ONC $VKTX" [X Link](https://x.com/AlphaTalon2025/status/1989603950425973031) 2025-11-15T07:58Z [---] followers, [---] engagements "really good results from $NVDA short selling the shovel maker will be the death of most people" [X Link](https://x.com/AlphaTalon2025/status/1991354496807760296) 2025-11-20T03:54Z [---] followers, [--] engagements "My thoughts on $NVDA earnings" [X Link](https://x.com/AlphaTalon2025/status/1991371724907245701) 2025-11-20T05:03Z [---] followers, [--] engagements "Daily Market Update: Nov [--] [----] (Friday) Asian market retracting as sentiment changes. At lunchtime Hang Seng Index down by 1.47% SSE Composite Index down by 1.34% Nikkei [---] down by 2.26% ASX [---] down by 1.6% Happy trading Zhang" [X Link](https://x.com/AlphaTalon2025/status/1991742489057972561) 2025-11-21T05:36Z [---] followers, [--] engagements "Since this article: $IONQ $CCCX $RGTI $QUBT $QBTS has on average declined about 40%. Unsustainable business with no real organic growth and commercializable traction will always return to where they should be single digit. Just like $MLGO $IONQ $RGTI $QUBT $QBTS $CCCX My thoughts on quantum computing companies and quantum computing industry I don't usually post my thoughts and write ups on X I am thinking I should start sharing more https://t.co/wtFakmqhyj https://t.co/LX1drYkP51 $IONQ $RGTI $QUBT $QBTS $CCCX My thoughts on quantum computing companies and quantum computing industry I don't" [X Link](https://x.com/AlphaTalon2025/status/1991754972338552995) 2025-11-21T06:26Z [---] followers, [---] engagements "Impressive congrats Tencent's programs are notoriously hard to get into. https://t.co/MC8ShylLt1 https://t.co/MC8ShylLt1" [X Link](https://x.com/AlphaTalon2025/status/1991771492024217665) 2025-11-21T07:31Z [---] followers, [---] engagements "$LLY is priced for perfection the company will have immense potential if they execute excellence no room for failure To sustain the valuation Lilly would have to re-invest staggering amounts of capital back into the ecosystem over the next few decades. Very few things in the past [--] years have happened that can shape the industry at that scale. More importantly Lilly is the first pharma Ive https://t.co/JPyRIe2fJ7 To sustain the valuation Lilly would have to re-invest staggering amounts of capital back into the ecosystem over the next few decades. Very few things in the past [--] years have" [X Link](https://x.com/AlphaTalon2025/status/1992441134006894882) 2025-11-23T03:52Z [---] followers, [--] engagements "Alibaba's $BABA earning will be tmr a little prediction: [--]. AI will be the strong rev driver and main cost producer [--]. Data center will be the second strong rev driver and the depreciation will be heavy [--]. ecommerce will generate large rev but unmable to get high margin" [X Link](https://x.com/AlphaTalon2025/status/1992871220321394797) 2025-11-24T08:21Z [---] followers, [--] engagements "Had written a short thesis internally never act on it was always worried about the 25% stake Tencent had on major gaming franchises under Ubisoft" [X Link](https://x.com/AlphaTalon2025/status/1992890555299495943) 2025-11-24T09:38Z [---] followers, [--] engagements "We have to believe or else it will actually never happen fr $ABVX $ABVX be sick if there was a buyout tomorrow. Also be sick if Sydney Sweeney sat on my face tomorrow. Neither will happen. $ABVX be sick if there was a buyout tomorrow. Also be sick if Sydney Sweeney sat on my face tomorrow. Neither will happen" [X Link](https://x.com/AlphaTalon2025/status/1992892678267400293) 2025-11-24T09:46Z [---] followers, [---] engagements "Novo Nordisks Alzheimers trial failed no meaningful clinical benefit despite biomarker effects. This changes nothing. Obesity & metabolic growth remain what the drugs are built for not Alzheimer's. A dream died not the thesis. $NVO" [X Link](https://x.com/AlphaTalon2025/status/1992929796851155067) 2025-11-24T12:14Z [---] followers, [---] engagements "My reflection on the QC short selling and why I am out for now. it was a great run but the easy short selling cases are now gone time to reassess and enter more precision. $IONQ $QUBT $RGTI $QBTS $CCCX https://open.substack.com/pub/alphatalon/p/the-quantum-hangover-shorting-a-bubbler=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/alphatalon/p/the-quantum-hangover-shorting-a-bubbler=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1992957473238757588) 2025-11-24T14:04Z [---] followers, [---] engagements "$CAPR down -24% since my short selling thesis I believe the terminal share price will be just above $1 to keep Capricor Thera listed on the Nasdaq. read my thesis below https://alphatalon.substack.com/publish/posts/detail/177543133/share-centeralreadyPublished=true BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS https://alphatalon.substack.com/publish/posts/detail/177543133/share-centeralreadyPublished=true BOO. ENJOY THIS SUPRISE I" [X Link](https://x.com/AlphaTalon2025/status/1992988170506608749) 2025-11-24T16:06Z [---] followers, [---] engagements "Amycretin just delivered big for Novo Nordisk: 14.5% weight loss + strong HbA1c drops with no plateau at [--] weeks. GLP-1 + amylin = the next metabolic wave. $NVO" [X Link](https://x.com/AlphaTalon2025/status/1993286964540588267) 2025-11-25T11:53Z [---] followers, [---] engagements "My $CAPR short selling is now unlock for everyone give it a read https://alphatalon.substack.com/p/subscriber-special-capricor-therapeutics BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS https://alphatalon.substack.com/p/subscriber-special-capricor-therapeutics BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary" [X Link](https://x.com/AlphaTalon2025/status/1993368622971121823) 2025-11-25T17:18Z [---] followers, [---] engagements "$BABA Alibabas Q3 was a reminder: e-commerce growth margin growth. China retail is expanding again but unit economics are getting squeezed by subsidies logistics intensity and instant-delivery wars. Cloud/AI is the margin story not shopping carts for now. Alibaba's $BABA earning will be tmr a little prediction: [--]. AI will be the strong rev driver and main cost producer [--]. Data center will be the second strong rev driver and the depreciation will be heavy [--]. ecommerce will generate large rev but unmable to get high margin. Alibaba's $BABA earning will be tmr a little prediction: [--]. AI will be" [X Link](https://x.com/AlphaTalon2025/status/1993671030834102673) 2025-11-26T13:19Z [---] followers, [---] engagements "A Trip Down Memory Lane: An Anatomy of a Perfect Luxury Mispricing written in [----] an example of a almost perfect turnaround analysis and execution $BURBY $BRBY https://open.substack.com/pub/alphatalon/p/a-trip-down-memory-lane-an-anatomyr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/alphatalon/p/a-trip-down-memory-lane-an-anatomyr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/AlphaTalon2025/status/1995500707827658826) 2025-12-01T14:30Z [---] followers, [--] engagements "$NVO is no longer just a diabetes company its becoming global metabolic infrastructure. The GLP-1 megatrend is intact but competition is real. Execution manufacturing scale and oral innovation now decide who wins. This is the definitive deep-dive. https://open.substack.com/pub/alphatalon/p/novo-nordisk-from-insulin-giant-tor=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/alphatalon/p/novo-nordisk-from-insulin-giant-tor=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/1996219603345649943) 2025-12-03T14:06Z [---] followers, [----] engagements "My original short selling thesis are off the paywall now Go have a read $CAPR BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS" [X Link](https://x.com/AlphaTalon2025/status/1996219856195399858) 2025-12-03T14:07Z [---] followers, [---] engagements "Written in Oct [--] [----] $OVID could it be the next deep value biotech you are searching for https://open.substack.com/pub/alphatalon/p/ovid-therapeutics-ovid-the-underdogr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/alphatalon/p/ovid-therapeutics-ovid-the-underdogr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1996618960041853427) 2025-12-04T16:33Z [---] followers, [----] engagements "$OVID Update: Written in Oct [--] [----] $OVID could it be the next deep value biotech you are searching for https://t.co/yvtbZZP9LV https://t.co/hMY64KMNpe Written in Oct [--] [----] $OVID could it be the next deep value biotech you are searching for https://t.co/yvtbZZP9LV https://t.co/hMY64KMNpe" [X Link](https://x.com/AlphaTalon2025/status/1996619138673086770) 2025-12-04T16:34Z [---] followers, [----] engagements "Its simple: if @MartinShkrelis followers choose to follow him blindly thats on them. He has no responsibility or obligation to babysit their decisions. The duty of due diligence always falls on the follower not the personality they idolize. I think Martin has to take more accountability for his followers joining him on shorts like this. Especially shorts on binary biotech events like $CAPR. Lots of his young following dont understand the risks of shorting. I always emphasis this along with keeping any position https://t.co/sD8QsNKV13 I think Martin has to take more accountability for his" [X Link](https://x.com/AlphaTalon2025/status/1996779781812375968) 2025-12-05T03:12Z [---] followers, [---] engagements "@avidresearch @biotech_hunter $CAPR Top statisticians may favor %-change in PUL but it doesnt matter. HOPE-3 missed its prespecified endpoint and post-hoc metrics dont rescue a BLA. FDA already signaled lack of substantial evidence. Strong stats cant fix a failed trial. I remain short" [X Link](https://x.com/AlphaTalon2025/status/1996782465302814767) 2025-12-05T03:23Z [---] followers, [---] engagements "$CAPR That [----] p-value isnt the prespecified primary endpoint. FDA doesnt cherry-pick post-hoc stats. HOPE-3 missed its planned analysis which is why the CRL said lack of substantial evidence previously. A trial only counts if it hits the prespecified endpoint. @AlphaTalon2025 @avidresearch @biotech_hunter I dont understand why you say it failed. The p value was [----] ( which is stat sig for a [----] alpha) for the case of pul in absolute changes. So if fda doesnt like % they can stick with absolute pul values at a [----] p. Either way they hit it. @AlphaTalon2025 @avidresearch @biotech_hunter I" [X Link](https://x.com/AlphaTalon2025/status/1996794031255572824) 2025-12-05T04:09Z [---] followers, [---] engagements "The prespecified primary endpoint was absolute change in PUL [---] at [--] months. Not % change not any post-hoc cut. Thats the endpoint FDA judged" [X Link](https://x.com/AlphaTalon2025/status/1996794033218507065) 2025-12-05T04:09Z [---] followers, [--] engagements "The treatment arm didnt show a stats significant benefit over placebo on the prespecified endpoint: absolute change in PUL [---] at [--] months. The nominal p-values cited come from post-hoc cuts not the primary analysis. FDA only counts the prespecified test and that one failed" [X Link](https://x.com/AlphaTalon2025/status/1996794034971726125) 2025-12-05T04:09Z [---] followers, [--] engagements "Daily Update POPMART short selling thesis: https://alphatalon.substack.com/p/plastic-faith-the-rise-and-unraveling https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://alphatalon.substack.com/p/plastic-faith-the-rise-and-unraveling https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1996957572071411995) 2025-12-05T14:59Z [---] followers, [--] engagements "New Substack is live. Deep dive on Meta Platforms as it shifts from pure ads AI-driven commerce automation & interfaces. High-quality execution-sensitive AI compounder. $META 🔗👇 https://open.substack.com/pub/alphatalon/p/meta-platforms-nasdaq-meta-the-worldsr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/alphatalon/p/meta-platforms-nasdaq-meta-the-worldsr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1998350197940777014) 2025-12-09T11:13Z [---] followers, [--] engagements "Regarding $ALT. not a deep dive general analysis https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1998596510758613519) 2025-12-10T03:31Z [---] followers, [--] engagements "Regarding $NVO Novo Nordisks acquisition of Akero Therapeutics for roughly $4.7 billion in cash (with additional contingent value tied to regulatory milestones) $NVO is no longer just a diabetes company its becoming global metabolic infrastructure. The GLP-1 megatrend is intact but competition is real. Execution manufacturing scale and oral innovation now decide who wins. This is the definitive deep-dive. https://t.co/AKHIKUv860 https://t.co/q6BNGjDfd9 $NVO is no longer just a diabetes company its becoming global metabolic infrastructure. The GLP-1 megatrend is intact but competition is real." [X Link](https://x.com/AlphaTalon2025/status/1998652638259548464) 2025-12-10T07:14Z [---] followers, [---] engagements "$LULU earnings analysis and Alpha Talon's analysis guidance https://alphatalon.substack.com/p/lululemon-nasdaq-lulu-a-premium-brand https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://alphatalon.substack.com/p/lululemon-nasdaq-lulu-a-premium-brand https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx" [X Link](https://x.com/AlphaTalon2025/status/1999349949331571108) 2025-12-12T05:25Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@c0in_flipper AT Investment Research
AT Investment Research posts on X about investment, $ionq, $nvo, $rgti the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -96%
- [--] Month [---------] +1,763%
Mentions: [--] #
- [--] Month [--] -45%
Followers: [---------] #
- [--] Week [---] +1.70%
- [--] Month [---] +9.70%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks cryptocurrencies technology brands countries travel destinations automotive brands fashion brands currencies luxury brands
Social topic influence investment, $ionq, $nvo, $rgti, $srpt, $bynd, $qbts, $qubt, $pfe, $cccx
Top accounts mentioned or mentioned by @genejchan @joinyellowbrick @rudyresearch @jrouldz @returnoncap @commonsenseplay @tesslaaaaaa @grok @quentinclf @amaymd @cheb @avidresearch @biotechhunter @alphatalon @hannasuds @jackman724444 @ylnjz25143397 @heikwantrades @quantumdom @dividendtalks
Top assets mentioned IonQ, Inc. (IONQ) Novo-Nordisk (NVO) Rigetti Computing, Inc. Common Stock (RGTI) Sarepta Therapeutics, Inc. (SRPT) Beyond Meat, Inc. (BYND) D-Wave Quantum Inc. (QBTS) Quantum Computing Inc. (QUBT) Pfizer, Inc. (PFE) Alpha Technology Group Limited (ATGL) WEN Token (WEN) Oklo Inc. (OKLO) Moderna Inc (MRNA) Uber Technologies, Inc. (UBER) AppLovin Corporation (APP) POP MART (PMRTY) UnitedHealth Group (UNH) NVIDIA Corp. (NVDA) uniQure N.V. (QURE) Lululemon Athletica Inc (LULU) United Parcel Service, Inc. (UPS) Metadium (META) Metsera, Inc. (MTSR) Carvana Co. (CVNA) Alibaba Group (BABA) Fiserv, Inc. (FI) Eli Lilly and Company (LLY) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Viking Therapeutics, Inc (VKTX) Abivax SA (ABVX) S&P Global Inc (SPGI) Moody's Corporation (MCO) Hims & Hers Health, Inc. (HIMS) Bitcoin (BTC) Palantir Technologies Inc. (PLTR) Pony AI Inc. (PONY) WeRide Inc. (WRD) Berkshire Hathaway Inc Class B (BRK.B) One Cash (ONC)
Top Social Posts
Top posts by engagements in the last [--] hours
"$IONQ $RGTI $QUBT $QBTS $CCCX My thoughts on quantum computing companies and quantum computing industry I don't usually post my thoughts and write ups on X I am thinking I should start sharing more https://open.substack.com/pub/tjzhang/p/quantum-dreams-vs-commercial-realityr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tjzhang/p/quantum-dreams-vs-commercial-realityr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-15T16:23Z [--] followers, [---] engagements
"I went pretty lightly on my criticism on those companies for this one but you can see my complete short thesis on IONQ RGTI and QBTS I have debunked their research if you want to call it that also deep dive on their fundamentals or the lack of"
X Link 2025-10-15T16:25Z [--] followers, [--] engagements
"@genejchan You can call it whatever you want the accounting line is the reality. Theyre paid to research not to deliver commercial products. Revenue fundamentals when your profits are zero. I dont hope I analyze the lack of fundamentals"
X Link 2025-10-18T08:12Z [--] followers, [--] engagements
"$SRPT analysis and pitch dated Jul [--] [----]. SRPT has now rallied over 90% from when I wrote this analysis. and I believe there is still a long way to go. A follow up analysis will be out soon https://tjzhang.substack.com/p/sarepta-therapeutics-nasdaq-srptr=62wiew https://tjzhang.substack.com/p/sarepta-therapeutics-nasdaq-srptr=62wiew"
X Link 2025-10-25T05:46Z [---] followers, [----] engagements
"My thoughts on $SRPT https://open.substack.com/pub/tjzhang/p/sarepta-therapeutics-nasdaqsrpt-fromr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tjzhang/p/sarepta-therapeutics-nasdaqsrpt-fromr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-04T14:01Z [---] followers, [----] engagements
"Sarepta $SRPT Update Sarepta Therapeutics shares moved higher following a meaningful policy and clinical signal set that reinforces the long-term Duchenne muscular dystrophy (DMD) investment thesis. The U.S. Department of Health and Human Services has formally added DMD and metachromatic leukodystrophy to the Recommended Uniform Screening Panel (RUSP) a decision made under Secretary Robert F. Kennedy. This step materially strengthens the early-diagnosis pathway for neuromuscular diseases improving the probability that patients are identified early enough to access FDA-approved therapies. For"
X Link 2026-01-06T16:53Z [---] followers, [---] engagements
"Sarepta Therapeutics $SRPT: JPM Conference Pipeline Progress and Market Re-Rating Sarepta Therapeutics is set to present at the 44th Annual J.P. Morgan Healthcare Conference next week Monday (Jan. [--] 2026) a key industry event that often serves as a narrative and valuation reset point for large and mid-cap biotechs. Investor anticipation around the presentation has contributed to recent share price strength particularly as the broader biotech complex has seen a risk-on rotation. JPM is likely to be used by Sarepta to reframe the Elevidys narrative reinforce engagement with the FDA and"
X Link 2026-01-08T15:01Z [---] followers, [---] engagements
"$RGTI $IONQ $QUBT $QBTS $CCCX Look into some of the quantum company's 8k today below are my thoughts: I have a complete analysis and deep dive on quantum companies' 'fundamentals' and my short thesis price target .etc. Its all on my substack https://open.substack.com/pub/tjzhang/p/the-quantum-bubble-insider-sellingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tjzhang/p/the-quantum-bubble-insider-sellingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-18T05:35Z [--] followers, [---] engagements
"I made +35% on $SBSW and still feel like I lost. Sold at my price target. Stuck to risk management principle. Then miners went diabolitical. Couldve made more Sure. But Id rather book profits than chase hype. Discipline FOMO. Always"
X Link 2025-10-18T07:18Z [---] followers, [---] engagements
"Inside Carvanas Prime Auto Loan Securitization $CVNA - A Thread"
X Link 2025-10-18T07:29Z [--] followers, [--] engagements
"1/ Carvanas new Auto Receivables Trust 2025-P1 ($CVNA) just dropped its due diligence report. Deloitte was the independent accountant reviewing the loan pool this is the data investors rely on before buying into the securitization"
X Link 2025-10-18T07:29Z [--] followers, [--] engagements
"2/ The trust contains [-----] car loans. Carvana sent Deloitte a Statistical Data File with [----] loans and from that Deloitte randomly tested [---]. Thats just 0.6% of the total pool"
X Link 2025-10-18T07:29Z [--] followers, [--] engagements
"3/ Deloitte checked [--] fields (borrower name origination date APR maturity etc.) and considered anything within [--] days in agreement. Thats the basis of the verification for a $1B+ loan package"
X Link 2025-10-18T07:29Z [--] followers, [--] engagements
"4/ So lets recap: - Carvana sends data on [----] loans. - Deloitte samples [---] (0.6% of total). - Verifies accuracy of a few key fields. - Reports in agreement if deviations are minor. This is the due diligence behind the securitization"
X Link 2025-10-18T07:29Z [--] followers, [--] engagements
"5/ This isnt a critique of Deloitte this is how ABS reviews are typically done. But it highlights an truth: Investors buy billions in asset-backed securities based on sampling not comprehensive verification"
X Link 2025-10-18T07:29Z [--] followers, [--] engagements
"6/ In practice that means investors rely on: [--]. Carvanas internal data integrity [--]. Statistical sampling as a proxy for loan quality Not on direct verification of every borrower or contract Transparency in ABS is often confidence through probability"
X Link 2025-10-18T07:29Z [--] followers, [--] engagements
"7/ Bottom line: Deloitte didnt audit [-----] loans they checked [---] and extrapolated quality from there. Thats fine in normal markets. But if credit cracks small sampling assumptions can become big blind spots"
X Link 2025-10-18T07:29Z [--] followers, [--] engagements
"Takeaway: Due diligence full audit. ABS markets run on statistical faith in the originators data. In Carvanas case 0.6% tells the story. $CVNA #ABS #structuredfinance #creditmarkets #duediligence"
X Link 2025-10-18T07:29Z [--] followers, [--] engagements
"Government contracts are great headlines but theres a massive gap between a few $50M deals and $1B in real revenue. Even with those wins $IONQ is still a zero-profit zero-fundamental story. Its like saying government subsidies will make your local noodle shop a unicorn. 🍜 As I was saying. Government contracts alone will bring $IONQ to billion+ revenue US gov has the lion's share but these foreign deals add up. IonQ ain't doing anything for free Shorts who are focused on limitations of NISQ are missing the forest for the tree As I was saying. Government contracts alone will bring $IONQ to"
X Link 2025-10-18T08:00Z [--] followers, [---] engagements
"@genejchan Lockheed and Palantir deliver profitable contracts tied to operational systems with proven ROI. $IONQ delivers R&D milestones on pre-revenue tech that may not scale for years. Big difference between cash flow and hope flow"
X Link 2025-10-18T08:05Z [--] followers, [---] engagements
"@HannaSuds Executive Orders can move sentiment not fundamentals. EOs dont guarantee revenue they outline intent not budgets. $IONQ may benefit from awareness short-term but government contracts take months or years to materialize and most go to established integrators first"
X Link 2025-10-18T08:41Z [--] followers, [--] engagements
"@JackMan724444 @ylnjz25143397 Sure $CCCX / Infleqtion has the best chance $29M rev and a $300M pipeline sounds nice on slides. But lets not kid ourselves: thats rounding error until they prove scalable demand. Most quantum commercialization ends up being grant farming with branding. Think ROE"
X Link 2025-10-18T11:19Z [---] followers, [---] engagements
"Banks can label anything national security when it fits the macro story but $OKLO has zero revenue massive losses and no proven reactor in operation. What security Its pure narrative not fundamentals"
X Link 2025-10-19T04:20Z [--] followers, [--] engagements
"Read my short thesis and company analysis on $OKLO https://substack.com/home/post/p-175617454 https://substack.com/home/post/p-175617454"
X Link 2025-10-19T04:20Z [--] followers, [--] engagements
"@jrouldz $IONQs roadmap looks great on paper but roadmaps dont generate revenue. Hitting lab milestones commercial success. Quantum advantage isnt the same as profit and execution risk only grows with every next-gen promise"
X Link 2025-10-19T04:25Z [--] followers, [---] engagements
"@HeikwanTrades @jrouldz $IONQ remains a pure speculative trade still [--] profit no near-term path to commercialization and valuation built mostly on momentum and narrative. Korean is using trading as soft gambling literally so not going to end well"
X Link 2025-10-19T04:28Z [--] followers, [---] engagements
"@QuantumDom A $23B equity raise isnt a vote of confidence its dilution. Theyre issuing new shares to raise cash not generating it from operations. If $IONQ were printing profits they wouldnt need to sell stock. War chest fundamentals"
X Link 2025-10-19T04:51Z [--] followers, [---] engagements
"@DividendTalks At these levels youre basically betting on perfection. The Mag [--] are priced like bonds with growth multipliers. $TSLAs 257x is pure faith not fundamentals. If youre buying now its momentum not value"
X Link 2025-10-19T04:58Z [--] followers, [---] engagements
"No dilution is pure fantasy. $CCCX s own filings show [--] M shares outstanding not [--] M. The S-1 literally warns of future equity issuance and dilution risk. Symbol changes dont block dilution cash raises do. This isnt tight-float magic; its a SPAC with a printer. Dont be scared by fully diluted post merger share counts of $CCCX The reality is. until the symbol changes and for some time after theres no dilution. Its the only quantum company with no dilution and small public float (under 30M shares) https://t.co/svenHZ0Cxj Dont be scared by fully diluted post merger share counts of $CCCX The"
X Link 2025-10-19T05:01Z [--] followers, [---] engagements
"@iewney Trade the tape sure but a $1.5T JPM plan isnt a blank check to $IONQ/$OKLO. Its a decade-long financing umbrella with $10B direct equity spread across sectors. Great hires profits. Fundamentals decide the endgame not press releases"
X Link 2025-10-19T05:05Z [--] followers, [---] engagements
"@Masi366531 Theres no secret effort to hide quantum timelines theyre just decades away from commercial reality. And yes $IONQ machines are mostly offline because theyre R&D prototypes not production hardware. Its physics not a cover-up. you need to go touch grass"
X Link 2025-10-19T05:09Z [--] followers, [--] engagements
"Keep up with the good work when bulls start blocking instead of debating it usually means the argument hit home. Keep posting facts markets always reward truth over narratives. $IONQ $QUBT $QBTS $RGTI $CCCX Another $IONQ bull has now blocked me @jrouldz because I posted a video from IONQ's own current Chief Scientific Officer and original founder Chris Monroe. It's true what they say the truth hurts. Basically every bull with a large following has now blocked me because they https://t.co/MjRftC3HOv Another $IONQ bull has now blocked me @jrouldz because I posted a video from IONQ's own current"
X Link 2025-10-19T05:21Z [--] followers, [----] engagements
"@returnoncap True $MCO and $SPGI are trusted brands but trust doesnt immunize them from disruption. AI will hit financial services first; its structured data and analytics at scale. What they sell is data + methodology exactly what AI can automate"
X Link 2025-10-19T05:27Z [--] followers, [---] engagements
"I believe $BYND can make its comeback to $2 as management executes on cost-cutting and operational discipline. With improved leadership and focus on stabilizing the business the next [--] months could finally mark a turnaround phase. Its a contrarianrisk I am willling to take"
X Link 2025-10-19T05:35Z [--] followers, [----] engagements
"E-commerce is locked in a deadly margin war. Revenue doesnt mean much when gross margins are being crushed by logistics discounting and competition. I dont recommend opening new positions in $JD $BABA or Meituan too much risk too little pricing power. $JD recently reported it's highest quarterly revenue ever. Profits continue to grow yet the stock is still trading near ATL's. People will call this dead money and be suprised when it pumps. Name one stock that is a better buy right now. I bet you can't. https://t.co/lS5jONpbgS $JD recently reported it's highest quarterly revenue ever. Profits"
X Link 2025-10-19T05:49Z [--] followers, [---] engagements
"https://tjzhang.substack.com/p/my-annual-donation-to-wall-streetr=62wiew https://tjzhang.substack.com/p/my-annual-donation-to-wall-streetr=62wiew"
X Link 2025-10-19T05:49Z [--] followers, [--] engagements
"@genejchan @commonsenseplay Whatever floats @commonsenseplays boat hes definitely rage-baiting but its clearly working for the algo. I am sure his engagement is up dramatically so if this is his goal then he succeeded"
X Link 2025-10-19T06:39Z [--] followers, [--] engagements
"@commonsenseplay @genejchan Im with you on the rational side your points on $IONQ and other QC's make fundamental sense. Just think the constant posting can dilute the message a bit. The facts are strong already no need to overpush time will tell anyways"
X Link 2025-10-19T06:51Z [--] followers, [--] engagements
"@genejchan @commonsenseplay Yeah but X is mostly just retail. Most dont dotheir own DD they read others and adjust their ideas. Nothing wrong with that but it makes things intertwined. When people rely on others DD blocking and echo chambers distort the whole picture"
X Link 2025-10-19T07:01Z [--] followers, [--] engagements
"I support this let the long and short talk openly the ony way to cut noise $IONQ $QUBT $QBTS $RGTI $CCCX @genejchan @AlphaTalon2025 i love the spaces idea - lets do it @genejchan @AlphaTalon2025 i love the spaces idea - lets do it"
X Link 2025-10-19T07:19Z [--] followers, [---] engagements
"Always @Arcteryx it will never be out Defense tech VCs have a new clothing drop. Arc'teryx is out. Goose is in. Vest season is back boys. https://t.co/KLakf3nmzd Defense tech VCs have a new clothing drop. Arc'teryx is out. Goose is in. Vest season is back boys. https://t.co/KLakf3nmzd"
X Link 2025-10-19T07:27Z [--] followers, [---] engagements
"@quentinclf @returnoncap They dont give free money to clients they sell access to their scale. $MCO and $SPGI monetize data credibility and regulatory trust. Clients pay for validation not subsidies. Pricing power is the moat not generosity"
X Link 2025-10-19T15:01Z [--] followers, [---] engagements
"@quentinclf @returnoncap $MCO and $SPGI are trusted but trust isnt a moat forever. Their corestructured data models and analyticsis exactly what AI can automate. If algorithms match their accuracy cheaper disruption is inevitable not hypothetical"
X Link 2025-10-19T15:03Z [--] followers, [--] engagements
"Yeah $HIMS gets hyped like an AI play when its really a direct-to-consumer pharmacytele-health front end fulfillment back end. Its not defensible tech; its logistics and brand. The $NVO lawsuit win doesnt change that the space is crowded and margins thin. $hims furus desperate for the cult but this isn't an AI play nor is there any interesting tech. It is just a commodity seller with multiple competitors entering all the time and big competitors in retail pharmacy and big pharma coming after it all the time. Enjoy Andrew's bags $hims furus desperate for the cult but this isn't an AI play nor"
X Link 2025-10-19T15:17Z [--] followers, [---] engagements
"He keeps on changing his mind He is doing a generational swing trade and making 100% on both $GLD ad $BTC 🤣 @mikealfred Lol didnt you sell all your gold back in May before its 30% rise Mikey https://t.co/Jbxty9yVgP @mikealfred Lol didnt you sell all your gold back in May before its 30% rise Mikey https://t.co/Jbxty9yVgP"
X Link 2025-10-20T00:54Z [--] followers, [---] engagements
"Out now a warning for all retail investors looking to go into Chinese & HK market long term. $BABA $JD $HSI #investing #Trading #Macroeconomics #Finance https://open.substack.com/pub/tjzhang/p/the-mirage-of-cheapness-why-chinasr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tjzhang/p/the-mirage-of-cheapness-why-chinasr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-20T02:50Z [--] followers, [---] engagements
"Better structure I agree with the relative positioning. I do expect $CCCX / Infleqtion to run higher short term but it wont last. As Ive said before fundamentals and macro reality will catch up the hype always fades. After spending much of the weekend reading and debating with several quantum bears I have decided to significantly increase the short side of this relative value trade (i.e. $RGTI and $QUBT). $IONQ remains my biggest long and I have smaller long positions on $CCCX (due to After spending much of the weekend reading and debating with several quantum bears I have decided to"
X Link 2025-10-20T03:39Z [--] followers, [----] engagements
"I can see $IONQ $QUBT $RGTI $QBTS go higher in the relative short term. I am still net short cant half-ass my thesis. @genejchan you will probably have a more hedged good investment on those levels but only time will tell"
X Link 2025-10-20T03:39Z [--] followers, [---] engagements
"$BYND Survival: The Last Stand of Beyond Meat A forensic look at the company's capital structure solvency math and whether a 97% dilution was the necessary purge before rebirth https://open.substack.com/pub/tjzhang/p/beyond-survival-the-last-stand-ofr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tjzhang/p/beyond-survival-the-last-stand-ofr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-20T13:19Z [--] followers, [---] engagements
"@FabAIQuantum Look at the burn rate without hype non of the quantum companies will last. We havent even mentions they be eating that government stimulus and grants up fr $IONQ $RGTI $QUBT $QBTS"
X Link 2025-10-21T04:36Z [--] followers, [---] engagements
"Exiting my $IONQ short managed to get out roughly breakeven. Impressive progress on fidelity but the core short & fundamental thesis remains intact. Will look to re-enter shorts later. Still holding significant LEAPS exposure"
X Link 2025-10-21T13:22Z [--] followers, [--] engagements
"Havent had a $SBUX in years but what da fuck does 'all-in on AI' meant here NEWS: Starbucks CEO Brian Niccol says the coffee giant is now all-in on AI. NEWS: Starbucks CEO Brian Niccol says the coffee giant is now all-in on AI"
X Link 2025-10-21T13:29Z [--] followers, [--] engagements
"When fundamental comes into investors view again and speculative shit cos slides $OKLO $RGTI @IONQ $QUBT $QBTS"
X Link 2025-10-21T15:31Z [--] followers, [---] engagements
"Thats not trading thats what you call it Say it. Gambling $BYND True turnaround fundamental supports base case $2-3 ultra bull $4-5 trading above those levels are strighat up black jacking. But then again no crying in the casino 🤣 $BYND youre a risk averse trader. You bought 10k shares at $0.65 for $6500. You saw the double and sold at $1.30. Tomorrow you wake up and its at $3.30 premarket. You buy back for [----] shares. Dont be this guy We said it was going past $10 just wait and follow instructions. $BYND youre a risk averse trader. You bought 10k shares at $0.65 for $6500. You saw the"
X Link 2025-10-21T15:36Z [--] followers, [---] engagements
"Reminder: $BYND Contrarian Not Casino. We are not here to short squeeze or gamble. Beyond Meat is a broken brand with a real chance at resurrection. Massive dilution debt swap and a ticking clock but if execution improves this $0.65 stock could 2-3x. (this is my thesis)"
X Link 2025-10-21T15:46Z [--] followers, [---] engagements
"and it worked so take profit and not leave it to short-squeeze is the best decision you willl make it is the definition of risk management follow your risk parameter no matter what"
X Link 2025-10-21T15:46Z [--] followers, [--] engagements
"This is my original investment thesis into $BYND dated Oct [--] 2025; 9:15 am ET Timing wise it was just luck I was expecting fundamentals recovering from operation and management cost cuting https://tjzhang.substack.com/p/beyond-survival-the-last-stand-of https://tjzhang.substack.com/p/beyond-survival-the-last-stand-of"
X Link 2025-10-21T15:59Z [--] followers, [---] engagements
"I will invest back into $BYND when the stock settles down and I see fundamental improvements in the core businesses target price once the stock settled and flush out the short term traders will be still Base: $2-3; Bull: $4-5"
X Link 2025-10-21T15:59Z [--] followers, [---] engagements
"What we are waiting for is coming I can feel it I am still naked short all other names and LEAPS IONQ $IONQ $QUBT $QBTS $RGTI $CCCX Momentum is officially gone - the volume has gone off a cliff for $IONQ and $RGTI over the last few weeks. - Volume down to 13M & 34M from peaks of 49M & 181M What this means Less liquidity wider spreads & significant downside volatility. Retail investor interest fading https://t.co/Gc8trukRdn Momentum is officially gone - the volume has gone off a cliff for $IONQ and $RGTI over the last few weeks. - Volume down to 13M & 34M from peaks of 49M & 181M What this"
X Link 2025-10-21T16:05Z [--] followers, [---] engagements
"@salmonstockcar Not bad I still have some options in $BYND but not going trade shares anymore. Good luck for the holders"
X Link 2025-10-22T04:36Z [--] followers, [---] engagements
"Not really if you look at $BYND's business fundamentals if management do well on heavy cost cutting they can turn it around somewhat although it will never break $5b market cap again. I think the market sentiment is overblown but we shall see once their earnings are out https://t.co/fCfLcp0Cox https://t.co/fCfLcp0Cox"
X Link 2025-10-22T04:39Z [--] followers, [---] engagements
"Well said we are at the end of a macro cycle this is where all the destruction and death comes in for shit cos will it be a purge or a slow bleed thats the real question Pivot towards safe haven and defensive industry is the theme starts now $OKLO $IONQ $QUBT $QBTS $RGTI $OPEN The majority of speculative names are significantly off highs now from quantum $IONQ $RGTI $QBTS SMRs $OKLO $SMR $NNE Rare earths $UAMY $CRML $USAR and many more $SLNH $NUAI $DFLI. This is part of the cycle where the speculative names die and now we are resetting while the The majority of speculative names are"
X Link 2025-10-22T06:13Z [--] followers, [---] engagements
"I will be careful with $BYND there could be a turnaround fundamentally only if the management can carry out brutal cost cutting measures. I believe they can but the short term trading is affecting this investment thesis. Realistically speaking $BYND Base: $2-3 Bull: $3-4 Insane action on Beyond Meat $BYND through to after hours. +37% after hours on a +143% day. I will resist the temptation to ride the momentum on this. It's an obvious short. In simple terms it costs them more to make and sell their "burgers" than what they earn from it. For https://t.co/VUTYEOtzqP Insane action on Beyond Meat"
X Link 2025-10-22T08:28Z [--] followers, [---] engagements
"It is but must as well end the bull market in a bang the final song and dance $BYND This $BYND move feels ominous for markets tbh just a gut feeling. This $BYND move feels ominous for markets tbh just a gut feeling"
X Link 2025-10-22T12:05Z [---] followers, [---] engagements
"This has to be one of the evidence for late stage bull market can't tell if bro is an artist or mentally ill. $RGTI Quantum - Feels like a technical breakdown to me. https://t.co/md1uxJbpIS Quantum - Feels like a technical breakdown to me. https://t.co/md1uxJbpIS"
X Link 2025-10-22T12:18Z [---] followers, [--] engagements
"Having some fun put in a short order for [--] share literally no shortable shares right now $BYND"
X Link 2025-10-22T13:09Z [--] followers, [---] engagements
"Seeing people posting if you have $5m will you buy a Porsche post. The real question should be if you have $5m will you buy an Audi Quattro S1 it beats Porsche any day of the week #Audi #Rally"
X Link 2025-10-22T13:15Z [--] followers, [--] engagements
"There is no fundamental no profit no actual potential commercialization for $IONQ what 'fundamental' are you thinking January [--] $IONQ was $51 a share Before [--]. Oxford Ionics Lightsynq & vector atomic acquisitions [--]. Billions on the balance sheet [--]. 99.99% two-qubit gate fidelity [--]. Mass hiring of top talents Today it sits at $55 a share. Focus on the fundamentals 👌🏾 January [--] $IONQ was $51 a share Before [--]. Oxford Ionics Lightsynq & vector atomic acquisitions [--]. Billions on the balance sheet [--]. 99.99% two-qubit gate fidelity [--]. Mass hiring of top talents Today it sits at $55 a share. Focus"
X Link 2025-10-22T15:47Z [--] followers, [--] engagements
"Pack it up go home guys the show is over. $BYND"
X Link 2025-10-22T17:11Z [--] followers, [---] engagements
"If you have balls show your P&L if not we will treat it as a troll post. $BYND Is this article about you https://www.businessinsider.com/beyond-meat-retail-trader-bynd-meme-stocks-bullish-outlook-2025-10 $BYND we have sold our entire stake for a $26 million dollar profit https://www.businessinsider.com/beyond-meat-retail-trader-bynd-meme-stocks-bullish-outlook-2025-10 $BYND we have sold our entire stake for a $26 million dollar profit"
X Link 2025-10-22T17:14Z [--] followers, [---] engagements
"Thats a good way to end this month of trading Thanks $BYND $RGTI $CCCX $IONQ $QUBT $QBTS Many more trades heading into November"
X Link 2025-10-22T18:02Z [--] followers, [---] engagements
"You can apply that logic to $BYND too people are delusional out here stay safe and do your own fundamental DD $IONQ $IONQ You can currently buy a company that will become worth over $1 Trillion dollars soon (within the next decade) for only $18.8 Billion today. If you have even half of a functioning brain cell you'll know that the smart play is to simply buy and hold and keep buying more https://t.co/lIQTSdg9u3 $IONQ You can currently buy a company that will become worth over $1 Trillion dollars soon (within the next decade) for only $18.8 Billion today. If you have even half of a functioning"
X Link 2025-10-22T18:03Z [--] followers, [---] engagements
"Huge short thesis report coming for my paid subscribers on Friday Its on the labubu company POP MART or Paid subscribers get access for my full [--] page of the analysis and thesis http://9992.HK http://9992.HK"
X Link 2025-10-22T18:06Z [---] followers, [--] engagements
"This is what the Chinese analyst are saying regarding POP MART you need to pay attention now Report out Friday 9:00 Beijing Time http://9992.HK http://9992.HK"
X Link 2025-10-22T18:36Z [---] followers, [--] engagements
"Plastic Faith: The Rise and Unraveling of POP MART (HKEX: 9992)s Cult Economy Out tmr before CN/HK market opens 9:00 am Beijing time Paid sub gets my downloadable [--] page report #POPMART # #LABUBU #molly http://9992.HK https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx http://9992.HK https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-10-23T06:38Z [---] followers, [---] engagements
"@thirdwheeler101 Hey happy to this article from my substack summarize it pretty well. Its a reflection on my Meituan investment this year it compares JD Meituan and Alibaba https://tjzhang.substack.com/p/my-annual-donation-to-wall-streetr=62wiew https://tjzhang.substack.com/p/my-annual-donation-to-wall-streetr=62wiew"
X Link 2025-10-23T07:09Z [--] followers, [--] engagements
"Every so often when we are near the end of a bull run fundamentals often gets ignored and euphoria carries valuation higher. Is it sustainable or even rational You decide for your self If you have a brain cell youll buy this science experiment company with a nearly $20B market cap because who cares if theres no real business its going to be worth a trillion. Oh my goodness. Another point awarded to the its [----] again crowd. https://t.co/TAzKSgdV1Z If you have a brain cell youll buy this science experiment company with a nearly $20B market cap because who cares if theres no real business its"
X Link 2025-10-23T09:14Z [--] followers, [--] engagements
"I have read the report by @WolfpackReports as always comprehensive to say the least. Following their foot step after a night of verification I have initated a shot on $METC Thank you Wolfpack Research and all the credit to your team We have reinitiated our short in $METC because we think its rare earth project the Brook Mine is a hoax. Our drone footage shows the Mines grand opening was a sham with virtually no activity since the staged event. We spoke with [--] experts in rare earths mining and not one https://t.co/ud2DnaudpD We have reinitiated our short in $METC because we think its rare"
X Link 2025-10-24T04:05Z [---] followers, [---] engagements
"@Tesslaaaaaa There is a difference between backing and providing liquidity for speculating. All billionaires mentioned brought shares through their hedgefund which means they are there to speculate and trade not investing. Becare of using incorrect sources"
X Link 2025-10-24T13:03Z [--] followers, [--] engagements
"@Tesslaaaaaa Israel Englander's fund Millennium Management MM is a alternative hedge fund they speculate on stocks. Englander sold quantum in May btw"
X Link 2025-10-24T15:15Z [--] followers, [--] engagements
"The administration of U.S. President Donald Trump is denying plans to take equity stakes in quantum computing firms such as D-Wave Quantum $QBTS Rigetti Computing $RGTI and IonQ $IONQ https://www.tipranks.com/news/trump-administration-denies-plan-to-take-stakes-in-quantum-computing-firms https://www.tipranks.com/news/trump-administration-denies-plan-to-take-stakes-in-quantum-computing-firms"
X Link 2025-10-24T15:24Z [---] followers, [---] engagements
"@Tesslaaaaaa Maybe but I dont think he cares about a [------] shares position that is valued at $33 per share he will only need to cut major positions for tax not minor"
X Link 2025-10-24T15:45Z [---] followers, [--] engagements
"$NVO analysis and investment pitch published on my substack on Sep [--] [----]. I laid out why it is a great company why even if weight loss drugs market falters it will still be a long term investment at then valuation the thesis today still stands https://tjzhang.substack.com/p/buying-fear-novo-nordisks-reset-isr=62wiew https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://tjzhang.substack.com/p/buying-fear-novo-nordisks-reset-isr=62wiew https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-10-25T05:43Z [--] followers, [---] engagements
"$UNH is up 33% since I published my analysis dated Aug [--] [----]. Follow my substack to get more up to date long/short analysis and investment themes https://open.substack.com/pub/tjzhang/p/unitedhealths-242b-gut-check-crisisr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/unitedhealths-242b-gut-check-crisisr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-10-27T05:09Z [--] followers, [---] engagements
"@RudyResearch Yes literally. I wanted to buy into $UNH as a long term hold for a while glad I did it then. Its one of the essential business that cant be replaced literally disruptor proof ad their fundamentals are strong marginal cost can be recovered"
X Link 2025-10-27T05:43Z [--] followers, [--] engagements
"or Deepexi Technologies Co. Ltd. will begin trading tomorrow on the HKEX I have set an order for it it is the chinese version of $PLTR I assume it will rocket upwards tmr Likelihood of my order been filled will be low but worth a shot http://1384.HK http://1384.HK"
X Link 2025-10-27T08:39Z [--] followers, [--] engagements
"My Thoughts on Autonomous Driving: the Only AI Theme That Will Print Cash in the Near Future $NVDA $BIDU $GOOGL $MSFT $ORCL $DIDIY $PONY $WRD $MBLY $TSLA $LAZR $AMBA $UBER $GM $HYMLF $TM https://open.substack.com/pub/tjzhang/p/my-thoughts-on-autonomous-drivingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/my-thoughts-on-autonomous-drivingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-10-27T14:05Z [--] followers, [---] engagements
"Manage to get in at $45 per share did not manage to fill all order I just closed my position at $57.95 overall a good trade. Will looking to invest long term after the IPO hype fades on this stock Currently https://t.co/jFMCaIKIqa is trading +70% on the HK grey market I think the momentum will carry it above $60 per share GTC order placed we will see how it goes Currently https://t.co/jFMCaIKIqa is trading +70% on the HK grey market I think the momentum will carry it above $60 per share GTC order placed we will see how it goes"
X Link 2025-10-28T03:53Z [--] followers, [--] engagements
"Great earnings month for me so far all of my pick has hit their financial goal. Today: $UPS $UNH also crushed"
X Link 2025-10-28T13:10Z [--] followers, [---] engagements
"no way $NVDA is investing into $NOKIA you know what maybe euphoria will carry us towards higher grounds short sellers strap in if you think its bad before we are entering into the trenches now"
X Link 2025-10-28T15:41Z [---] followers, [---] engagements
"Boys and girls $PONY and $WRD is havings its HK IPO I have already subscriped The current HK IPO market is hot I believe those two will be an extremely good trade Again this is just an IPO trade not long term investment need IPO and listing hype to die down first My Thoughts on Autonomous Driving: the Only AI Theme That Will Print Cash in the Near Future $NVDA $BIDU $GOOGL $MSFT $ORCL $DIDIY $PONY $WRD $MBLY $TSLA $LAZR $AMBA $UBER $GM $HYMLF $TM https://t.co/GudpGW6FaS https://t.co/FgFBgClUST My Thoughts on Autonomous Driving: the Only AI Theme That Will Print Cash in the Near Future $NVDA"
X Link 2025-10-29T03:14Z [--] followers, [---] engagements
"Next report coming out on Friday 9:00 ET $POAHY $DRPRY #P911 #Porsche"
X Link 2025-10-29T04:47Z [---] followers, [--] engagements
"$OKLO people who are long term investors need to watch this video a basic breakdown of the economics of nuclear reactor https://www.youtube.com/watchv=cbeJIwF1pVY https://www.youtube.com/watchv=cbeJIwF1pVY"
X Link 2025-10-29T11:34Z [--] followers, [---] engagements
"$OKLO SMR basic: https://www.youtube.com/watchv=89KYlEzW5_M https://www.youtube.com/watchv=89KYlEzW5_M"
X Link 2025-10-29T11:52Z [--] followers, [--] engagements
"$CVNA is a completely utter garbage business surprised its still lasting this long woah woah woah $cvna dip buyers actually being. PUNISHED woah woah woah $cvna dip buyers actually being. PUNISHED"
X Link 2025-10-30T03:45Z [---] followers, [---] engagements
"@ElizabethHolmes How can we be sure your account aint run by a bot 🙃"
X Link 2025-10-30T03:46Z [--] followers, [--] engagements
"BBC: Trump says he will visit China in April Trump also says he will visit China in April and says Xi will be coming to the US "sometime after that" possibly to Washington DC or Palm Beach in Florida. How Trump feels after saying that BBC: Trump rated meeting [--] out of [--] When asked how he would rate the meeting from 1-10 Trump said he rated the meeting calling it a "great success. They congratulated me on the tremendous success we've had" he said. China and HK market opened lower after Lunch BBC: Trump rated meeting [--] out of [--] When asked how he would rate the meeting from 1-10 Trump said"
X Link 2025-10-30T05:11Z [--] followers, [---] engagements
"@RudyResearch $META earnings good IMO the guidance are also inline with their competitors too"
X Link 2025-10-30T05:30Z [--] followers, [--] engagements
"Feels bad that is now at [---] per share oh well Chinese $PLTR goes crazy http://1384.HK http://1384.HK"
X Link 2025-10-30T08:07Z [--] followers, [--] engagements
"@grok translate and summarize the picture below"
X Link 2025-10-30T08:08Z [--] followers, [--] engagements
"$NVO and $PFE competing for the acquisition of $MTSR I am rooting for anyone got all of them in my long-term portfolio. Although I $NVO is currently winning the negotiation https://www.marketscreener.com/news/novo-nordisk-raises-bid-for-metsera-in-attempt-to-outmaneuver-pfizer-sources-ce7d5dd3df89f222 https://www.marketscreener.com/news/novo-nordisk-raises-bid-for-metsera-in-attempt-to-outmaneuver-pfizer-sources-ce7d5dd3df89f222"
X Link 2025-10-30T09:44Z [--] followers, [--] engagements
"BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://open.substack.com/pub/tjzhang/p/subscriber-special-capricor-therapeuticsr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/subscriber-special-capricor-therapeuticsr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-10-30T13:21Z [--] followers, [---] engagements
"I guess Burry doesnt miss $EL beats earnings I think I will start accumulating its been on my radar since forever"
X Link 2025-10-30T13:23Z [---] followers, [---] engagements
"Irrational behaviour by investors there is currently a sale off from $EL holders I guess Burry doesnt miss $EL beats earnings I think I will start accumulating its been on my radar since forever I guess Burry doesnt miss $EL beats earnings I think I will start accumulating its been on my radar since forever"
X Link 2025-10-30T13:26Z [---] followers, [---] engagements
"This shows you have a significant lack of financial literacy Setting $FI aside anyone who says theose statement are not understanding the risks of making an investment Here is something to help: @CFAinstitute of course I am guessing you never wanted to do the hardwork anyways I've been trading stocks long enough to know that $FI is a buying opportunity despite knowing almost nothing about $FI. When an S&P500 company is down -70.41% from 52wk highs after a rapid & brutal crash don't overthink it just go long. https://t.co/GwYlxbuwwg I've been trading stocks long enough to know that $FI is a"
X Link 2025-10-31T08:03Z [--] followers, [---] engagements
"The Weight-Loss Drug Wars: GLP-1 Mania and the Coming Fight for the $100B Market $NVO $PFE $LLY https://open.substack.com/pub/tjzhang/p/the-weight-loss-drug-wars-glp-1-maniar=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/the-weight-loss-drug-wars-glp-1-maniar=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-10-31T09:09Z [--] followers, [---] engagements
"My investment analysis on Porsche AG is out now #P911 $POAHY #Porsche https://open.substack.com/pub/tjzhang/p/porsche-ag-p911-where-engineeringr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/porsche-ag-p911-where-engineeringr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-10-31T13:05Z [---] followers, [---] engagements
"What does everyone thing about Wendy's I swear their balance sheet and business model is solid $WEN"
X Link 2025-11-03T06:23Z [---] followers, [--] engagements
"Reminder on my publication last week regarding $NVO $PFE and $LLY $MRNA report coming out today 8:00 ET The Weight-Loss Drug Wars: GLP-1 Mania and the Coming Fight for the $100B Market $NVO $PFE $LLY https://t.co/3367EpAuoQ https://t.co/sH8kxvYxel The Weight-Loss Drug Wars: GLP-1 Mania and the Coming Fight for the $100B Market $NVO $PFE $LLY https://t.co/3367EpAuoQ https://t.co/sH8kxvYxel"
X Link 2025-11-03T10:41Z [--] followers, [---] engagements
"Pure Copium $QURE and $SRPT is completely different my dude. I have been buying the $QURE dip. This morning's press release was a calculated decision by $QURE management. Note that there's a key word in the press release that I have not seen people discussing."BELIEVES". $QURE has not yet received formal word that they cannot submit https://t.co/FV9mjHtE9h I have been buying the $QURE dip. This morning's press release was a calculated decision by $QURE management. Note that there's a key word in the press release that I have not seen people discussing."BELIEVES". $QURE has not yet received"
X Link 2025-11-03T16:19Z [---] followers, [----] engagements
"@A_May_MD Well see dont be too hard on yourself it happens. But yeah $SRPT already commercial and profitable; not really comparable to $QURE at all. Totally different league"
X Link 2025-11-03T16:45Z [---] followers, [----] engagements
"$BRKB will always be an accumulation play When you built the largest cash balance in history and no one cares for you anymore https://t.co/6wB7k8xnmx When you built the largest cash balance in history and no one cares for you anymore https://t.co/6wB7k8xnmx"
X Link 2025-11-03T16:46Z [---] followers, [---] engagements
"@baileyefxs @A_May_MD yes my thesis with $SRPT is not really about the earnings call they actually have a chance for FDA to reverse decisions btw feel free to read my analysis: https://tjzhang.substack.com/p/srpt-part-2-elevidys-at-a-crossroads https://tjzhang.substack.com/p/srpt-part-2-elevidys-at-a-crossroads"
X Link 2025-11-03T16:57Z [---] followers, [----] engagements
"@DesertDweller93 show me where in their SEC filling that says they have no debt [--]. 174m senior secured term loan facility with Hercules [--]. 448.239m royalty financing agreement (in $QURE 's case better to just treat it as long term liability) good luck I have no position in $QURE btw"
X Link 2025-11-03T17:23Z [---] followers, [---] engagements
"Woke up to $SRPT down 40% will have an analysis on the earning and trials soon Not disappointed as my thesis with SRPT is above todays news and play on a distressed company fundamentals Maybe this is just copium who knows 🤣"
X Link 2025-11-04T00:41Z [---] followers, [---] engagements
"Either you are stupid enough and want to go to jail or this is fake. honestly both could be true ATP $BYND"
X Link 2025-11-04T05:40Z [---] followers, [---] engagements
"Management is a problem but I still think $SRPT is a great asymmetrical biotech play here a rare revenue generating biotech at 0.5x p/s People will probably just call us copium brothers though 🤣 $SRPT There is a lot going on here. I believe that most of the sell off here is entirely due to the market not trusting Doug and friends [--]. Not really sure that the market really expected the PMOs to be stat sig. Prob won't pull PMOs but you never know with this FDA. $SRPT There is a lot going on here. I believe that most of the sell off here is entirely due to the market not trusting Doug and"
X Link 2025-11-04T05:43Z [---] followers, [---] engagements
"$HIMS speculators are so delusional Its a tragedy to have those kind of investors investing in your company But I guess dumb money is now the smart money lol 😂"
X Link 2025-11-04T07:45Z [---] followers, [---] engagements
"I should start posting my copium too on $SRPT on X but just cant be bothered "Look FDA should approve $QURE because I am long." is probably a more honest way to express your anger than "They are doing this wrong and the patients are the ones that will be hurt." Absolutely hilarious takes by some accounts here. "Look FDA should approve $QURE because I am long." is probably a more honest way to express your anger than "They are doing this wrong and the patients are the ones that will be hurt." Absolutely hilarious takes by some accounts here"
X Link 2025-11-04T14:06Z [---] followers, [---] engagements
"Really good earning by $PFE Just finished earning analysis on $RACE was okay but growth is almost muted same story as $POAHY but macro headwinds seems to be slightly better which is reflected through their elevated share price"
X Link 2025-11-04T17:21Z [---] followers, [---] engagements
"Koreans gambled all their money on shorting KFC no more quantum no more biotech. we will miss them dearly $nktr its over Koreans have left the building $nktr its over Koreans have left the building"
X Link 2025-11-05T03:27Z [---] followers, [--] engagements
"I agree with this sentiment those trials clearly showed that each company's drug trials was statistically insignificant. Investors wants to fast track drug because patient needs it is betting on FDA's sympathetic side scientific process matters $SRPT $QURE $BHVN FDA shit-show chaos aside we've come along way in [---] years of the scientific method and the [--] years since Kefauver-Harris. Perhaps we should continue to ensure drugs work to their approval. VP is an asshole but not wrong (imho) $SRPT $QURE $BHVN FDA shit-show chaos aside we've come along way in [---] years of the scientific method and"
X Link 2025-11-05T03:53Z [---] followers, [----] engagements
"That was very lucky you should be praying for that mystery $SLNO European bagholder now $SLNO I somehow managed to sell my position to someone in Europe at [-----] ($60) lol 😅 Price now $48.88. Disaster. There is nothing more to say on the matter. https://t.co/kxhlXVDMyI $SLNO I somehow managed to sell my position to someone in Europe at [-----] ($60) lol 😅 Price now $48.88. Disaster. There is nothing more to say on the matter. https://t.co/kxhlXVDMyI"
X Link 2025-11-05T10:01Z [---] followers, [---] engagements
"Who said $NVO is faltering The forward statement looks extremely positive and the cost cutting is in full swing. price still below $50 Thats a bargain for me"
X Link 2025-11-05T12:24Z [---] followers, [---] engagements
"$NVO just clearly indicated that they will start doing share buyback and make sure the consistent and stable dividend paid Who said $NVO is faltering The forward statement looks extremely positive and the cost cutting is in full swing. price still below $50 Thats a bargain for me https://t.co/bgRqoN4Si0 Who said $NVO is faltering The forward statement looks extremely positive and the cost cutting is in full swing. price still below $50 Thats a bargain for me https://t.co/bgRqoN4Si0"
X Link 2025-11-05T12:36Z [---] followers, [---] engagements
"I dont like how my two big holdings $PFE and $NVO are fighting over $MTSR maybe its wise to just initiate a position in $MTSR"
X Link 2025-11-05T12:39Z [---] followers, [---] engagements
"@cheb I am listening to the call right now everything is positive regarding pipeline acquisitions and cost cutting measures IMO. The only negative is losing 9% market share on weight loss WL market but thats been reported already My thesis is above WL market"
X Link 2025-11-05T12:43Z [---] followers, [--] engagements
"@cheb The negative questions are on [--]. market share; [--]. $MTSR acquisitions; [--]. Orforglipron pricing commercially; [--]. Restructuring costs"
X Link 2025-11-05T12:48Z [---] followers, [--] engagements
"$LULU isnt a dying leggings stock. The WFH bubble is gone but this is still a $10B+ global brand comping double-digits internationally growing mens & footwear and running 60% gross / 24% op margins. Slower NA collapse. Longs are buying normalization not nostalgia. Fashion cycles are long. $LULU was a beneficiary of trends in leggings and work-from-home athleisure. Baggy clothes are in + RTO + innovation at Lulu has stagnated + its primary customers (millennials) have aged making the brand less appealing to Gen Z. When Lulu was growing Fashion cycles are long. $LULU was a beneficiary of trends"
X Link 2025-11-05T13:03Z [---] followers, [---] engagements
"Thats a foolish mistake by my favourite albanian time will prove it $BHVN took a big position long $BHVN. their CEO is one of the best if not the best CEO in small-cap biotech. the portfolio has a lot of value in it. today's news was widely expected. took a big position long $BHVN. their CEO is one of the best if not the best CEO in small-cap biotech. the portfolio has a lot of value in it. today's news was widely expected"
X Link 2025-11-05T14:33Z [---] followers, [----] engagements
"@MartinShkreli I think Vlad is the only thing going for $BHVN; that said the CRL is a hugely negative retrail takes time cash burn is too high they need to cut R&D and potentially dilution down the road I couldnt be wrong this is just what my thoughts are now"
X Link 2025-11-05T14:42Z [---] followers, [---] engagements
"Thats an awefully optimistic take but if it happens I am here for it $SRPT $SRPT next catalyst is coming soon according to management (conf call): the JP Morgan Healthcare Conference January [----]. The CEO will probably provide guidance on Elevidys sales for Q1 [----]. I expect a rebound since management was clear that the entire process to receive the $SRPT next catalyst is coming soon according to management (conf call): the JP Morgan Healthcare Conference January [----]. The CEO will probably provide guidance on Elevidys sales for Q1 [----]. I expect a rebound since management was clear that the"
X Link 2025-11-05T15:36Z [---] followers, [---] engagements
"The risk on investment here is too great dilution will happen just matter of time. Think about all the cost cutting they need to do and that will still not be enough cash to securely deliver a new retrial and operational/R&D costs $BHVN Man I thought $Bhvn would be way lower management may cancel some asset divesting plans and just dilute huge here if it holds at [--]. I would be very cautious owning it here even if you like their assets Man I thought $Bhvn would be way lower management may cancel some asset divesting plans and just dilute huge here if it holds at [--]. I would be very cautious"
X Link 2025-11-06T06:38Z [---] followers, [---] engagements
"@NielsPluijmen Ya we will see surprised by this IPO reaction"
X Link 2025-11-06T09:36Z [---] followers, [--] engagements
"XERIS BIOPHARMA POSTS RECORD FINANCIAL RESULTS FOR THE THIRD QUARTER [----] This will be a long term position for me accumulation will start happening. $XERS"
X Link 2025-11-06T12:13Z [---] followers, [---] engagements
"$QBTS Q3: +100% rev growth to $3.7M but still bleeding cash. $140M loss weak bookings and margin gains from one-off system sales. A financing machine not a business. Another quantum mirage every rally is a short reload. #QuantumBubble"
X Link 2025-11-06T12:38Z [---] followers, [---] engagements
"@Francis08760978 Any reason for this price target"
X Link 2025-11-06T12:42Z [---] followers, [--] engagements
"Excited for $WEN's earnings I expect them to beat earnings modestly management guidance will be ultra imporant"
X Link 2025-11-07T09:13Z [---] followers, [--] engagements
"$WEN Q3 shows a tale of two markets U.S. traffic down 4.7% but international sales up 8%. EBITDA still grew 2% despite softer comps. The brands global expansion & cost control keep it alive through a serious consumer slowdown. A turnaround not a collapse"
X Link 2025-11-07T12:40Z [---] followers, [---] engagements
"$WEN is such an undervalued compounder $WEN Q3 shows a tale of two markets U.S. traffic down 4.7% but international sales up 8%. EBITDA still grew 2% despite softer comps. The brands global expansion & cost control keep it alive through a serious consumer slowdown. A turnaround not a collapse. $WEN Q3 shows a tale of two markets U.S. traffic down 4.7% but international sales up 8%. EBITDA still grew 2% despite softer comps. The brands global expansion & cost control keep it alive through a serious consumer slowdown. A turnaround not a collapse"
X Link 2025-11-07T12:44Z [---] followers, [--] engagements
"$WEN my next big compounder Analysis out now on my substack https://open.substack.com/pub/tjzhang/p/wendys-nasdaq-wen-a-cash-machiner=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/wendys-nasdaq-wen-a-cash-machiner=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-11-07T18:19Z [---] followers, [---] engagements
"Good opportunity to buy a great compounding business $UNH Over the last week $UNH has been like that water drip torture method Red by 2-3% every day Over the last week $UNH has been like that water drip torture method Red by 2-3% every day"
X Link 2025-11-07T18:37Z [---] followers, [---] engagements
"@WeimarPilled I think for $WEN it realy is time in the game its dividend has been extremely stable for years even if the timing is off (which tends to be most of the time ) cash yield or reinvestment cuts down on opportunity costs"
X Link 2025-11-08T14:10Z [---] followers, [--] engagements
"Buy now The printer will be on soon $BTC $ETH Running out of organs Running out of organs"
X Link 2025-11-09T06:47Z [---] followers, [--] engagements
"Consider getting it appraised from $LVMH Probably worthless though you should eat it @BYNDSTONK @AlphaTalon2025 Not sure what to do with these when moon $bynd https://t.co/HM6pMshFZD @BYNDSTONK @AlphaTalon2025 Not sure what to do with these when moon $bynd https://t.co/HM6pMshFZD"
X Link 2025-11-10T07:08Z [---] followers, [---] engagements
"My analysis on QBI and public quantum computing firms. $IONQ $RGTI $QUBT $QBTS $CCCX https://open.substack.com/pub/tjzhang/p/us-quantum-initiative-qbi-who-actuallyr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/us-quantum-initiative-qbi-who-actuallyr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-11-11T05:34Z [---] followers, [---] engagements
"Warren Buffett ends an era. His final letter isnt about wealthits about wisdom. Im going quiet". After six decades the greatest investor leaves with the same lesson he lived by: Compounding doesnt need noise. $BRK.B $BRK.A Warren Buffetts last shareholder letter. https://t.co/Qc49d996Tu https://t.co/IVOJRIqClG Warren Buffetts last shareholder letter. https://t.co/Qc49d996Tu https://t.co/IVOJRIqClG"
X Link 2025-11-11T05:51Z [---] followers, [--] engagements
"My thoughts on $RGTI earnings"
X Link 2025-11-11T08:26Z [---] followers, [----] engagements
"My analysis and thoughts on $CAPR earnings and why its likely they will not advance on the HOPE-3 study BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS"
X Link 2025-11-11T08:28Z [---] followers, [---] engagements
"What happened to all the $BYND bagholders I thought the company shares is supposed to rally to $30 after earnings Maybe you guy should do more investment analysis before gambling They company is at best worth $2-3 per share and that requires a multi year turnaround #baggies $BYND Survival: The Last Stand of Beyond Meat A forensic look at the company's capital structure solvency math and whether a 97% dilution was the necessary purge before rebirth https://t.co/n0Lf9XkYeL https://t.co/FUA31XCHum $BYND Survival: The Last Stand of Beyond Meat A forensic look at the company's capital structure"
X Link 2025-11-11T08:43Z [---] followers, [---] engagements
"My thoughts on $NVO's latest data for ESSENCE Phase [--] trials Wegovy NOVO NORDISK $NVO: New data from the ESSENCE Phase [--] trial shows Wegovy (semaglutide [---] mg) improved liver injury in patients with MASH even at low levels of weight loss according to results presented at AASLD [----]. The analysis also showed improvements across age gender https://t.co/a2qUXjHSEx NOVO NORDISK $NVO: New data from the ESSENCE Phase [--] trial shows Wegovy (semaglutide [---] mg) improved liver injury in patients with MASH even at low levels of weight loss according to results presented at AASLD [----]. The analysis also"
X Link 2025-11-11T08:50Z [---] followers, [---] engagements
"its about the hype of the management been strong and decisive their partnership does not change their fundamentals. $IONQ I don't understand these moves by $IONQ It's cash burn for nebulous future revenue and no direct revenue ever. R&D should be in-house. The cash pile has to be toward monetisation not airy fairy academic foundations. It worries me. And market: 7% down on a green day. I don't understand these moves by $IONQ It's cash burn for nebulous future revenue and no direct revenue ever. R&D should be in-house. The cash pile has to be toward monetisation not airy fairy academic"
X Link 2025-11-11T09:52Z [---] followers, [---] engagements
"Investment report for $XERS out now on my substack special shout out to @RudyResearch for bring it to my attention https://tjzhang.substack.com/p/how-xeris-biopharma-broke-the-smallr=62wiew https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://tjzhang.substack.com/p/how-xeris-biopharma-broke-the-smallr=62wiew https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-11-11T14:05Z [---] followers, [----] engagements
"$SRPT is one of the best asymetric setup I have seen for a long time momentum rewards investors who are patient $SRPT I need a drink https://t.co/TU6QSDWyIW $SRPT I need a drink https://t.co/TU6QSDWyIW"
X Link 2025-11-11T15:29Z [---] followers, [---] engagements
"People who uses technical analysis are like: "Wow look $NVO is a mountain must go up now yay" Just go understand the business bro it cannot be that hard man $NVO is at a long term support. This could be a potential bottom. Its now or never baby https://t.co/3p0Bt4bv5J $NVO is at a long term support. This could be a potential bottom. Its now or never baby https://t.co/3p0Bt4bv5J"
X Link 2025-11-12T12:47Z [---] followers, [---] engagements
"$OKLO earnings analysis and reiterration of my short thesis"
X Link 2025-11-13T04:45Z [---] followers, [--] engagements
"First of all the letter was a fab Second it shows how surface level you understood Burry's investment style. He manage to generate over 20% CAGR for the past [--] years. I can list multiple investment Burry made that is good what is your track record"
X Link 2025-11-13T06:07Z [---] followers, [--] engagements
"We got Japan's $MSTR before GTA [--] FR These guys also acquired a listed Japanese firm Hotta Marusho which originally made Kimono. Renamed it to Bitcoin Japan Corp and now runs a $BTC treasury play😅 https://t.co/0hQ2eFQRHm These guys also acquired a listed Japanese firm Hotta Marusho which originally made Kimono. Renamed it to Bitcoin Japan Corp and now runs a $BTC treasury play😅 https://t.co/0hQ2eFQRHm"
X Link 2025-11-13T06:20Z [---] followers, [---] engagements
"To justify $LLY's current multiple they need to have serious execution perfection but it is possible they do their strategic plan well $NVO is a clear fundamental and share price asymetric setup any good news will be potential jump up now"
X Link 2025-11-13T13:07Z [---] followers, [---] engagements
"$NVO sitting on house money its time to do some good old M&A $NVO pushed hard to buy Metsera and CEO Mike Doustdar took the pursuit far beyond what previous management ever considered. Reuters says earlier internal valuations were around $2B but Mike Doustdar escalated to a $10B structured offer to secure Metseras obesity pipeline and $NVO pushed hard to buy Metsera and CEO Mike Doustdar took the pursuit far beyond what previous management ever considered. Reuters says earlier internal valuations were around $2B but Mike Doustdar escalated to a $10B structured offer to secure Metseras obesity"
X Link 2025-11-13T13:17Z [---] followers, [---] engagements
"Another $QURE bagholder blaming @VPrasadMDMPH on a statistically failed drug btw nothing new to see here. My honest advice instead of thinking long and hard about what went wrong go out and have fun with your friends.touching grass will help. Re: $QURE. I've spent a bunch of time reflecting on where I went wrong. I cut my position by about 1/3 incl what I added after the pre-BLA mtg news. I intend to hold the remainder of my position thru pre-BLA meeting notes release. If FDA requires a Ph [--] RCT I'll cut more. 🧵 Re: $QURE. I've spent a bunch of time reflecting on where I went wrong. I cut my"
X Link 2025-11-13T13:22Z [---] followers, [---] engagements
"wtf kind of setup is that bro is in mission control room fr also LABUBU is the worse part of it. As a popmart short seller I do not approve😠 fck it labubu at the Bloomberg Terminal. https://t.co/plxzdNYIJ7 fck it labubu at the Bloomberg Terminal. https://t.co/plxzdNYIJ7"
X Link 2025-11-13T18:47Z [---] followers, [--] engagements
"I will initiate a short position for $AVXL today after talking to industry experts I believe they will mot pass further assessment on their leading drug candidate of ANAVES 2-73 the result will present as statistically insignficant. DYOR"
X Link 2025-11-14T04:05Z [---] followers, [---] engagements
"Put in order for $CDTX good catch $CDTX selling for at least 6b the current move is not enough. $CDTX selling for at least 6b the current move is not enough"
X Link 2025-11-14T04:36Z [---] followers, [---] engagements
"they dont I have talked to some insiders they have assets but they refuse to be honest. $PONY has clearly shown dishonesty Day [--] 🤐🤐🤐 The silence speaks louder than empty words. No response no accountabilityjust a deafening void where truth should be. @PonyAI_tech do better. $PONY Day [--] 🤐🤐🤐 The silence speaks louder than empty words. No response no accountabilityjust a deafening void where truth should be. @PonyAI_tech do better. $PONY"
X Link 2025-11-14T09:46Z [---] followers, [---] engagements
"Just pure investor now no more noises $SRPT Did all the traders leave $SRPT Not seeing all the technical jargon anymore. Guess not enough action anymore. Did all the traders leave $SRPT Not seeing all the technical jargon anymore. Guess not enough action anymore"
X Link 2025-11-14T14:00Z [---] followers, [---] engagements
"Obesity is the new oncology. And $VKTX is next in line dual GLP-1/GIP + oral follow-up both Phase 3-ready. Cash-rich independent and perfectly placed for a takeout. https://open.substack.com/pub/tjzhang/p/from-pipeline-to-platform-vikingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/tjzhang/p/from-pipeline-to-platform-vikingr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-11-14T14:06Z [---] followers, [---] engagements
"@grok analyze my investment thesis into $SRPT"
X Link 2025-11-15T05:08Z [---] followers, [---] engagements
"@Grok summarize my investment thesis for $WEN"
X Link 2025-11-15T05:16Z [---] followers, [--] engagements
"Post too long and I will never pay for X so here is the rest: Longs: $PFE $MTSR $ONC $VKTX"
X Link 2025-11-15T07:58Z [---] followers, [---] engagements
"really good results from $NVDA short selling the shovel maker will be the death of most people"
X Link 2025-11-20T03:54Z [---] followers, [--] engagements
"My thoughts on $NVDA earnings"
X Link 2025-11-20T05:03Z [---] followers, [--] engagements
"Daily Market Update: Nov [--] [----] (Friday) Asian market retracting as sentiment changes. At lunchtime Hang Seng Index down by 1.47% SSE Composite Index down by 1.34% Nikkei [---] down by 2.26% ASX [---] down by 1.6% Happy trading Zhang"
X Link 2025-11-21T05:36Z [---] followers, [--] engagements
"Since this article: $IONQ $CCCX $RGTI $QUBT $QBTS has on average declined about 40%. Unsustainable business with no real organic growth and commercializable traction will always return to where they should be single digit. Just like $MLGO $IONQ $RGTI $QUBT $QBTS $CCCX My thoughts on quantum computing companies and quantum computing industry I don't usually post my thoughts and write ups on X I am thinking I should start sharing more https://t.co/wtFakmqhyj https://t.co/LX1drYkP51 $IONQ $RGTI $QUBT $QBTS $CCCX My thoughts on quantum computing companies and quantum computing industry I don't"
X Link 2025-11-21T06:26Z [---] followers, [---] engagements
"Impressive congrats Tencent's programs are notoriously hard to get into. https://t.co/MC8ShylLt1 https://t.co/MC8ShylLt1"
X Link 2025-11-21T07:31Z [---] followers, [---] engagements
"$LLY is priced for perfection the company will have immense potential if they execute excellence no room for failure To sustain the valuation Lilly would have to re-invest staggering amounts of capital back into the ecosystem over the next few decades. Very few things in the past [--] years have happened that can shape the industry at that scale. More importantly Lilly is the first pharma Ive https://t.co/JPyRIe2fJ7 To sustain the valuation Lilly would have to re-invest staggering amounts of capital back into the ecosystem over the next few decades. Very few things in the past [--] years have"
X Link 2025-11-23T03:52Z [---] followers, [--] engagements
"Alibaba's $BABA earning will be tmr a little prediction: [--]. AI will be the strong rev driver and main cost producer [--]. Data center will be the second strong rev driver and the depreciation will be heavy [--]. ecommerce will generate large rev but unmable to get high margin"
X Link 2025-11-24T08:21Z [---] followers, [--] engagements
"Had written a short thesis internally never act on it was always worried about the 25% stake Tencent had on major gaming franchises under Ubisoft"
X Link 2025-11-24T09:38Z [---] followers, [--] engagements
"We have to believe or else it will actually never happen fr $ABVX $ABVX be sick if there was a buyout tomorrow. Also be sick if Sydney Sweeney sat on my face tomorrow. Neither will happen. $ABVX be sick if there was a buyout tomorrow. Also be sick if Sydney Sweeney sat on my face tomorrow. Neither will happen"
X Link 2025-11-24T09:46Z [---] followers, [---] engagements
"Novo Nordisks Alzheimers trial failed no meaningful clinical benefit despite biomarker effects. This changes nothing. Obesity & metabolic growth remain what the drugs are built for not Alzheimer's. A dream died not the thesis. $NVO"
X Link 2025-11-24T12:14Z [---] followers, [---] engagements
"My reflection on the QC short selling and why I am out for now. it was a great run but the easy short selling cases are now gone time to reassess and enter more precision. $IONQ $QUBT $RGTI $QBTS $CCCX https://open.substack.com/pub/alphatalon/p/the-quantum-hangover-shorting-a-bubbler=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/alphatalon/p/the-quantum-hangover-shorting-a-bubbler=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-11-24T14:04Z [---] followers, [---] engagements
"$CAPR down -24% since my short selling thesis I believe the terminal share price will be just above $1 to keep Capricor Thera listed on the Nasdaq. read my thesis below https://alphatalon.substack.com/publish/posts/detail/177543133/share-centeralreadyPublished=true BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS https://alphatalon.substack.com/publish/posts/detail/177543133/share-centeralreadyPublished=true BOO. ENJOY THIS SUPRISE I"
X Link 2025-11-24T16:06Z [---] followers, [---] engagements
"Amycretin just delivered big for Novo Nordisk: 14.5% weight loss + strong HbA1c drops with no plateau at [--] weeks. GLP-1 + amylin = the next metabolic wave. $NVO"
X Link 2025-11-25T11:53Z [---] followers, [---] engagements
"My $CAPR short selling is now unlock for everyone give it a read https://alphatalon.substack.com/p/subscriber-special-capricor-therapeutics BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS https://alphatalon.substack.com/p/subscriber-special-capricor-therapeutics BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary"
X Link 2025-11-25T17:18Z [---] followers, [---] engagements
"$BABA Alibabas Q3 was a reminder: e-commerce growth margin growth. China retail is expanding again but unit economics are getting squeezed by subsidies logistics intensity and instant-delivery wars. Cloud/AI is the margin story not shopping carts for now. Alibaba's $BABA earning will be tmr a little prediction: [--]. AI will be the strong rev driver and main cost producer [--]. Data center will be the second strong rev driver and the depreciation will be heavy [--]. ecommerce will generate large rev but unmable to get high margin. Alibaba's $BABA earning will be tmr a little prediction: [--]. AI will be"
X Link 2025-11-26T13:19Z [---] followers, [---] engagements
"A Trip Down Memory Lane: An Anatomy of a Perfect Luxury Mispricing written in [----] an example of a almost perfect turnaround analysis and execution $BURBY $BRBY https://open.substack.com/pub/alphatalon/p/a-trip-down-memory-lane-an-anatomyr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/alphatalon/p/a-trip-down-memory-lane-an-anatomyr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-01T14:30Z [---] followers, [--] engagements
"$NVO is no longer just a diabetes company its becoming global metabolic infrastructure. The GLP-1 megatrend is intact but competition is real. Execution manufacturing scale and oral innovation now decide who wins. This is the definitive deep-dive. https://open.substack.com/pub/alphatalon/p/novo-nordisk-from-insulin-giant-tor=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/alphatalon/p/novo-nordisk-from-insulin-giant-tor=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-03T14:06Z [---] followers, [----] engagements
"My original short selling thesis are off the paywall now Go have a read $CAPR BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS BOO. ENJOY THIS SUPRISE I have added my short position in $CAPR the write up is out now for my paid subscribers free subscriber gets to see my executive summary https://t.co/A2rpNTRPGh https://t.co/Mjt5UMRiPS"
X Link 2025-12-03T14:07Z [---] followers, [---] engagements
"Written in Oct [--] [----] $OVID could it be the next deep value biotech you are searching for https://open.substack.com/pub/alphatalon/p/ovid-therapeutics-ovid-the-underdogr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/alphatalon/p/ovid-therapeutics-ovid-the-underdogr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-12-04T16:33Z [---] followers, [----] engagements
"$OVID Update: Written in Oct [--] [----] $OVID could it be the next deep value biotech you are searching for https://t.co/yvtbZZP9LV https://t.co/hMY64KMNpe Written in Oct [--] [----] $OVID could it be the next deep value biotech you are searching for https://t.co/yvtbZZP9LV https://t.co/hMY64KMNpe"
X Link 2025-12-04T16:34Z [---] followers, [----] engagements
"Its simple: if @MartinShkrelis followers choose to follow him blindly thats on them. He has no responsibility or obligation to babysit their decisions. The duty of due diligence always falls on the follower not the personality they idolize. I think Martin has to take more accountability for his followers joining him on shorts like this. Especially shorts on binary biotech events like $CAPR. Lots of his young following dont understand the risks of shorting. I always emphasis this along with keeping any position https://t.co/sD8QsNKV13 I think Martin has to take more accountability for his"
X Link 2025-12-05T03:12Z [---] followers, [---] engagements
"@avidresearch @biotech_hunter $CAPR Top statisticians may favor %-change in PUL but it doesnt matter. HOPE-3 missed its prespecified endpoint and post-hoc metrics dont rescue a BLA. FDA already signaled lack of substantial evidence. Strong stats cant fix a failed trial. I remain short"
X Link 2025-12-05T03:23Z [---] followers, [---] engagements
"$CAPR That [----] p-value isnt the prespecified primary endpoint. FDA doesnt cherry-pick post-hoc stats. HOPE-3 missed its planned analysis which is why the CRL said lack of substantial evidence previously. A trial only counts if it hits the prespecified endpoint. @AlphaTalon2025 @avidresearch @biotech_hunter I dont understand why you say it failed. The p value was [----] ( which is stat sig for a [----] alpha) for the case of pul in absolute changes. So if fda doesnt like % they can stick with absolute pul values at a [----] p. Either way they hit it. @AlphaTalon2025 @avidresearch @biotech_hunter I"
X Link 2025-12-05T04:09Z [---] followers, [---] engagements
"The prespecified primary endpoint was absolute change in PUL [---] at [--] months. Not % change not any post-hoc cut. Thats the endpoint FDA judged"
X Link 2025-12-05T04:09Z [---] followers, [--] engagements
"The treatment arm didnt show a stats significant benefit over placebo on the prespecified endpoint: absolute change in PUL [---] at [--] months. The nominal p-values cited come from post-hoc cuts not the primary analysis. FDA only counts the prespecified test and that one failed"
X Link 2025-12-05T04:09Z [---] followers, [--] engagements
"Daily Update POPMART short selling thesis: https://alphatalon.substack.com/p/plastic-faith-the-rise-and-unraveling https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://alphatalon.substack.com/p/plastic-faith-the-rise-and-unraveling https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-12-05T14:59Z [---] followers, [--] engagements
"New Substack is live. Deep dive on Meta Platforms as it shifts from pure ads AI-driven commerce automation & interfaces. High-quality execution-sensitive AI compounder. $META 🔗👇 https://open.substack.com/pub/alphatalon/p/meta-platforms-nasdaq-meta-the-worldsr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://open.substack.com/pub/alphatalon/p/meta-platforms-nasdaq-meta-the-worldsr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-12-09T11:13Z [---] followers, [--] engagements
"Regarding $ALT. not a deep dive general analysis https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-12-10T03:31Z [---] followers, [--] engagements
"Regarding $NVO Novo Nordisks acquisition of Akero Therapeutics for roughly $4.7 billion in cash (with additional contingent value tied to regulatory milestones) $NVO is no longer just a diabetes company its becoming global metabolic infrastructure. The GLP-1 megatrend is intact but competition is real. Execution manufacturing scale and oral innovation now decide who wins. This is the definitive deep-dive. https://t.co/AKHIKUv860 https://t.co/q6BNGjDfd9 $NVO is no longer just a diabetes company its becoming global metabolic infrastructure. The GLP-1 megatrend is intact but competition is real."
X Link 2025-12-10T07:14Z [---] followers, [---] engagements
"$LULU earnings analysis and Alpha Talon's analysis guidance https://alphatalon.substack.com/p/lululemon-nasdaq-lulu-a-premium-brand https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx https://alphatalon.substack.com/p/lululemon-nasdaq-lulu-a-premium-brand https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"
X Link 2025-12-12T05:25Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing