# ![@Alpha_bro1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1577760269278871559.png) @Alpha_bro1 Florian Chevallier

Florian Chevallier posts on X about $vktx, market, $iren, $hims the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1577760269278871559/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577760269278871559/c:line/m:interactions.svg)

- [--] Week [-------] +1,331%
- [--] Month [-------] +1,391%
- [--] Months [-------] +1,725%
- [--] Year [-------] +4,095%

### Mentions: [--] [#](/creator/twitter::1577760269278871559/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577760269278871559/c:line/m:posts_active.svg)

- [--] Month [--] -85%
- [--] Months [---] +263%
- [--] Year [---] +369%

### Followers: [---] [#](/creator/twitter::1577760269278871559/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577760269278871559/c:line/m:followers.svg)

- [--] Week [---] +11%
- [--] Month [---] +24%
- [--] Months [---] +254%
- [--] Year [---] +629%

### CreatorRank: [-------] [#](/creator/twitter::1577760269278871559/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577760269278871559/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  55% [finance](/list/finance)  11% [technology brands](/list/technology-brands)  9% [countries](/list/countries)  3% [financial services](/list/financial-services)  2% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$vktx](/topic/$vktx) #1, [market](/topic/market) 10%, [$iren](/topic/$iren) 10%, [$hims](/topic/$hims) 10%, [$alab](/topic/$alab) #161, [$ibrx](/topic/$ibrx) 8%, [ai](/topic/ai) 8%, [$nvo](/topic/$nvo) #51, [$nvda](/topic/$nvda) #3089, [in the](/topic/in-the) 6%

**Top accounts mentioned or mentioned by**
[@doctorsalomon](/creator/undefined) [@rn_flex](/creator/undefined) [@bioinvestor24](/creator/undefined) [@nathandc2480](/creator/undefined) [@doctor_salomon](/creator/undefined) [@bavariaron](/creator/undefined) [@rnflex](/creator/undefined) [@mbarker1970](/creator/undefined) [@jcannush](/creator/undefined) [@pharmdca](/creator/undefined) [@breakoutchrts](/creator/undefined) [@troutandchar](/creator/undefined) [@zoomer7777777](/creator/undefined) [@idomeneus_og](/creator/undefined) [@himshouse](/creator/undefined) [@grok](/creator/undefined) [@rakeshre4](/creator/undefined) [@andyroylepwrc](/creator/undefined) [@thelonginvest](/creator/undefined) [@stocktradermax](/creator/undefined)

**Top assets mentioned**
[Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Iris Energy Limited (IREN)](/topic/$iren) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Astera Labs, Inc. (ALAB)](/topic/$alab) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Novo-Nordisk (NVO)](/topic/$nvo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Eli Lilly and Company (LLY)](/topic/$lly) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UnitedHealth Group (UNH)](/topic/$unh) [AbbVie Inc (ABBV)](/topic/$abbv) [Taiwan Semiconductor (TSM)](/topic/$tsm) [monday.com Ltd. (MNDY)](/topic/$mndy) [Microsoft Corp. (MSFT)](/topic/microsoft) [Pfizer, Inc. (PFE)](/topic/$pfe) [CoreWeave, Inc (CRWV)](/topic/$crwv)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Great earnings from $ALAB with gross margins above $NVDA. Impressive $ALAB gets it done Revenue came in at $271M ahead of $250M expectations EPS of $0.58 beating $0.52 est. Operating income reached $109M vs $100M est. Q1 Outlook Revenue guided to $292M well above $260M est. EPS seen at $0.54 vs $0.52 est. Operating income https://t.co/DgI7oopBhB $ALAB gets it done Revenue came in at $271M ahead of $250M expectations EPS of $0.58 beating $0.52 est. Operating income reached $109M vs $100M est. Q1 Outlook Revenue guided to $292M well above $260M est. EPS seen at $0.54 vs $0.52 est. Operating"  
[X Link](https://x.com/Alpha_bro1/status/2021541936268751067)  2026-02-11T11:08Z [---] followers, [---] engagements


"$VKTX Interesting this is why $NVO believes the pills will capture at most a third of the market. Theres been a lot of discussion about how difficult the Wegovy pill is to take but small-molecule pills like Lillys Orforglipron have worse side effects since they arent peptides and they activate the GLP-1 receptor in a harsher less natural way. Patients will likely appreciate the Wegovy pill much more. Nobody wants to spend their days dealing with nausea or even worse vomiting. Its not an easy pill to take said Scott Isaacs an endocrinologist at Grady Memorial Hospital in Atlanta. Its this"  
[X Link](https://x.com/Alpha_bro1/status/2021564983369207971)  2026-02-11T12:40Z [---] followers, [----] engagements


"Underwhelming results from $LLY oral weight loss pill could create an opportunity for $VKTX combo injection & pill"  
[X Link](https://x.com/Alpha_bro1/status/2001644535970238793)  2025-12-18T13:23Z [---] followers, [----] engagements


"$ALAB Memory shortage is a tailwind for Astera Labs . Hyperscalers add more GPUs and attach external DDR5/CXL memory. That means more PCIe lanes retimers and switches per rack. In other words memory shortage = more hardware per deployment = higher revenue for Astera"  
[X Link](https://x.com/Alpha_bro1/status/2008588795659362670)  2026-01-06T17:17Z [---] followers, [---] engagements


"$SRPT ELEVIDYS has exceeded expectations proving the doubters wrong with robust and statistically long-term results. This should boost enrollment in the ambulatory population and help advance the non-ambulatory category with the new sirolimus protocol"  
[X Link](https://x.com/Alpha_bro1/status/2015781556464341386)  2026-01-26T13:39Z [---] followers, [----] engagements


"$SRPT Q&A Management: There is no doubt that these three-year data and what it means for the long-term benefits of this therapy over time is going to play a significant role in those communications (with medical centers) This will definitely help revenues for 2026"  
[X Link](https://x.com/Alpha_bro1/status/2015798666523455776)  2026-01-26T14:47Z [---] followers, [----] engagements


"$SRPT chart is looking pretty explosive. If it breaks the $24 resistance level the next major resistance sits around $37"  
[X Link](https://x.com/Alpha_bro1/status/2015800372200120641)  2026-01-26T14:53Z [---] followers, [---] engagements


"$SRPT why I think this [--] years study is actually going to increase sales: Faster formulary inclusion: insurers are more likely to put ELEVIDYS on preferred tiers and it reduces payer skepticism which was previously a barrier. Higher patient access: physicians feel confident prescribing a therapy with proven long-term benefits. Pricing leverage: strong data justifies premium pricing which can boost revenue per patient. clears the way for both ambulatory and non-ambulatory markets (especially with sirolimus combo protocols coming) https://twitter.com/i/web/status/2015914944823242911"  
[X Link](https://x.com/Alpha_bro1/status/2015914944823242911)  2026-01-26T22:29Z [---] followers, [---] engagements


"$IREN I keep coming back to the financing deal with JP Morgan and other: We secured $3.6bn of committed GPU financing for the Microsoft contract at under 6%. Thats a real game changer for future deals. It dramatically lowers the cost of capital and sets a precedent that enables even larger contracts at attractive terms. This opens the door to deals an order of magnitude bigger potentially tens of billions for Sweetwater [--]. On that alone the stock should be higher. https://twitter.com/i/web/status/2019710358097690919 https://twitter.com/i/web/status/2019710358097690919"  
[X Link](https://x.com/Alpha_bro1/status/2019710358097690919)  2026-02-06T09:50Z [---] followers, [---] engagements


"@TheLongInvest Yes $HIMS is following the law. I dont think theyll have any issues with the FDA or with a Novo lawsuit. That said many people are right the rules around compounding probably need to change"  
[X Link](https://x.com/Alpha_bro1/status/2019722920705048983)  2026-02-06T10:40Z [---] followers, [---] engagements


"@himshouse $HIMS definitely ran some pharmacokinetic studies with Strive to measure absorption. Im not worried"  
[X Link](https://x.com/Alpha_bro1/status/2019737564253663482)  2026-02-06T11:38Z [---] followers, [----] engagements


"$VKTX Retatrutide has also cardiac side effects. Reta increases heart rate by +5 to +7 bpm on average the average patient doesn't want that. Thats not trivial especially since glucagon also activates the sympathetic nervous system so maybe more side effects. I think tolerability is bad at even [--] mg let's see"  
[X Link](https://x.com/Alpha_bro1/status/2019781759852822607)  2026-02-06T14:34Z [---] followers, [---] engagements


"@rn_flex @Doctor_Salomon @MBarker1970 @bioinvestor24 where did you see that there is nothing in the phase [--]. I have never seen a study on VK2735 increasing heart rate. Same with tirzepatide"  
[X Link](https://x.com/Alpha_bro1/status/2019804564179058761)  2026-02-06T16:05Z [---] followers, [--] engagements


"@StockTrader_Max Good question. Lets see if someone comes with an answer. $HIMS shareholders know U.S. law around compounding weve been in that boat for a little while"  
[X Link](https://x.com/Alpha_bro1/status/2019806329020489750)  2026-02-06T16:12Z [---] followers, [---] engagements


"$HIMS tested absorption theres no doubt they ran basic blood tests with their partner Strive to measure it. Its insane to think otherwise. This is a compounded drug so you cant expect five years of clinical research behind it. Thats literally against the very definition of a compound drug. https://twitter.com/i/web/status/2019826964828168320 https://twitter.com/i/web/status/2019826964828168320"  
[X Link](https://x.com/Alpha_bro1/status/2019826964828168320)  2026-02-06T17:34Z [---] followers, [---] engagements


"$VKTX I hope the new guy CCO Mr Aubuchon is better at communicating than our CEO because oh boy us Vikings shareholders are really suffering despite strangely having maybe the best asset in weight loss. You cant make this up. We just have to stay pragmatic. Q4 ER coming soon"  
[X Link](https://x.com/Alpha_bro1/status/2019844294270652696)  2026-02-06T18:43Z [---] followers, [----] engagements


"@Doctor_Salomon @ASchulz888 Problem is $NVO market cap keeps shrinking and they dont seem ready to shell out $20B for $VKTX despite the president of novo saying they should be aggressive on acquisition so we are left with few options maybe Merck AstraZeneca or AbbVie"  
[X Link](https://x.com/Alpha_bro1/status/2019846830805381390)  2026-02-06T18:53Z [---] followers, [---] engagements


"@Doctor_Salomon @bioinvestor24 I meant towards capital markets investors. If communication was good I doubt we were trading at only 3B $ when most of our competitors with inferior drugs I believe trade higher like GPCR"  
[X Link](https://x.com/Alpha_bro1/status/2019850006069752296)  2026-02-06T19:05Z [---] followers, [---] engagements


"Yes I agree but the premium paid by lets say Novo for buying $VKTX is based on the current market cap. Novos CEO will have more difficulty going back to his board and saying Well I paid 6x so it has an impact. I would like our CEO to speak more about why he thinks we have the best asset that we are undervalued etc https://twitter.com/i/web/status/2019853667243885050 https://twitter.com/i/web/status/2019853667243885050"  
[X Link](https://x.com/Alpha_bro1/status/2019853667243885050)  2026-02-06T19:20Z [---] followers, [---] engagements


"@NathanDC2480 I agree my take was its easier to get a bid 2x vs 4x vs current price so it has an impact on the price a company like novo is willing to pay some psychological factor here. But in a perfect and rational world sure its all based on future cash flows"  
[X Link](https://x.com/Alpha_bro1/status/2020102884558258522)  2026-02-07T11:50Z [---] followers, [--] engagements


"@jakebrowatzke yeah all this talk around $HIMS is pretty ridiculous they can still resell glp [--] like Ro and lifemd at any moment and the stock will rerate higher just on that. It is good marketing for sure"  
[X Link](https://x.com/Alpha_bro1/status/2020127960603214151)  2026-02-07T13:30Z [---] followers, [---] engagements


"@Celtics_Cash @himshouse cause $$$"  
[X Link](https://x.com/Alpha_bro1/status/2020129475623567479)  2026-02-07T13:36Z [---] followers, [--] engagements


"@rn_flex @bioinvestor24 @bavariaron @Doctor_Salomon @MBarker1970 @JCanNuSH very interesting. Thanks for sharing"  
[X Link](https://x.com/Alpha_bro1/status/2020137320461079030)  2026-02-07T14:07Z [---] followers, [--] engagements


"@rn_flex @Doctor_Salomon @bavariaron @bioinvestor24 @MBarker1970 @JCanNuSH so should we expect the effect on heart rate to last for Reta because of glucagon and revert for VK2735 what's your opinion"  
[X Link](https://x.com/Alpha_bro1/status/2020138179618054150)  2026-02-07T14:10Z [---] followers, [--] engagements


"The Wegovy pill will be just a vague memory once the $VKTX pill is out. Vikings will eat Novos lunch"  
[X Link](https://x.com/Alpha_bro1/status/2020474254916010308)  2026-02-08T12:26Z [---] followers, 18.3K engagements


"Curious to see how $LLY s orforglipron will compete with the $NVO pill. Studies arent promising for lilly: nausea diarrhea and discontinuations are high. The only apparent advantage is that it can be taken with food. As a small molecule orforglipron hits the GLP-1 receptor aggressively and activates it intermittently unlike peptides steady signaling. And thats why I see $VKTX winning at the end with the only dual agonist peptide soon in phase [--] for a pill. https://twitter.com/i/web/status/2020604021149520352 https://twitter.com/i/web/status/2020604021149520352"  
[X Link](https://x.com/Alpha_bro1/status/2020604021149520352)  2026-02-08T21:01Z [---] followers, [----] engagements


"$VKTX is a classic rerating candidate. Once VK2735 is running in two Phase [--] programs or some results from the phase [--] maintenance the market can reprice the stock very fast. I've seen this with $IBRX when valuation gets disconnected from reality it can happen all at once"  
[X Link](https://x.com/Alpha_bro1/status/2020795189422440821)  2026-02-09T09:41Z [---] followers, [----] engagements


"Took the market long enough to understand where hyperscaler capex is actually going $ALAB $NVDA $TSM"  
[X Link](https://x.com/Alpha_bro1/status/2020877581998752249)  2026-02-09T15:08Z [---] followers, [---] engagements


"$MNDY Insane valuation. Half of the market cap is now cash"  
[X Link](https://x.com/Alpha_bro1/status/2020936468823461903)  2026-02-09T19:02Z [---] followers, [---] engagements


"$IREN up big from sub $30 low. Nothing changed. Same fundamentals same story. Only sentiment moved. Thats why you should follow your thesis and not get shaken out by some tourists chasing green candles"  
[X Link](https://x.com/Alpha_bro1/status/2020965879685542073)  2026-02-09T20:59Z [---] followers, [---] engagements


"So China will save the AI boom by mass producing memory for the consumer market (computers etc) while the big [--] memory players will focus on memory for AI data centers. Interesting $NVDA China to Mass-Produce HBM3 Soon. Korea-China Technology Gap Narrows from [--] Years to [--] Years China will begin mass production of HBM3 the fourth-generation high-bandwidth memory (HBM) that is a core component of artificial intelligence (AI) semiconductors this year. This https://t.co/1pLgm0Z3XM China to Mass-Produce HBM3 Soon. Korea-China Technology Gap Narrows from [--] Years to [--] Years China will begin mass"  
[X Link](https://x.com/Alpha_bro1/status/2021155466936565984)  2026-02-10T09:33Z [---] followers, [---] engagements


"$NVDA naysayers should have realized that NVIDIA locked in 70% of $TSM s advanced-node manufacturing capacities and the same goes for memory. AMD Qualcomm and others simply had no chance in that fight"  
[X Link](https://x.com/Alpha_bro1/status/2021165610093232227)  2026-02-10T10:13Z [---] followers, [---] engagements


"Logically $VKTX should trade like a $LLY proxy since VK2735 works via a mechanism similar to tirzepatide. On top of that our oral pill is superior to Wegovy since it is a dual agonist. Still we get no love from the market. heartbreaking. $VKTX VKTX's $2.6B EV represents the biggest value dislocation in obesity vs. MTSR's $7.6B takeout given superior dual agonist data an advanced subcu/oral program and no transition penalty risk $VKTX VKTX's $2.6B EV represents the biggest value dislocation in obesity vs. MTSR's $7.6B takeout given superior dual agonist data an advanced subcu/oral program and"  
[X Link](https://x.com/Alpha_bro1/status/2021190577514070073)  2026-02-10T11:52Z [---] followers, [----] engagements


"Rather than doubling down on lawsuits $NVO should prioritize restoring competitiveness. CagriSema is not a competitive vs $VKTX and $LLY. Without a strategic acquisition like $VKTX Novo risks losing relevance in obesity and diabetes space over the next [--] years"  
[X Link](https://x.com/Alpha_bro1/status/2021237030240366739)  2026-02-10T14:57Z [---] followers, [----] engagements


"$VKTX JP Morgan conference Jan 26: Analyst: "Youre still fairly confident you dont see any reason why you couldnt move to Phase 3" CEO: "Nothing obvious to us but we have to wait for the minutes (FDA minutes)." Thats promising but with the FDA you never know"  
[X Link](https://x.com/Alpha_bro1/status/2021282059696681042)  2026-02-10T17:56Z [---] followers, 10.4K engagements


"@MichaelWigginsO This is a high growth high margin story. The market has grouped $ALAB with Credo but Astera Labs is a different beast with gross margins even exceeding NVIDIA. Astera Labs deserves a premium as the AI connectivity leader"  
[X Link](https://x.com/Alpha_bro1/status/2021544049295999026)  2026-02-11T11:17Z [---] followers, [---] engagements


"@Pharmdca Cleveland fed sees [---] %. A bit below consensus. That should be good for growth stocks and $QQQ I dont see how we can have a rate cut in july way too long"  
[X Link](https://x.com/Alpha_bro1/status/2022045934771990936)  2026-02-12T20:31Z [---] followers, [--] engagements


"I expect $VKTX Phase [--] maintenance study readout around Sept/Oct. In my view this is the most important study Viking has run so far. At [--] weeks vs [--] weeks in the prior Phase [--] and roughly [---] patients its long and large enough to give a solid read on durability tolerability and adherence giving us a preview of what the phase [--] results could look like. For the first time we should also see slow titration allowing a more fair comparison with Lillys tirzepatide on both efficacy and side effects. Logically it should comfirm phase [--] results and be better than tirzepatide since I think VK2735 has"  
[X Link](https://x.com/Alpha_bro1/status/2014417749364383974)  2026-01-22T19:19Z [---] followers, [----] engagements


"@grok @janez_babnik @matthew_sigel @grok Search again in [----] these cloud operators wont have the capacity. Only $IREN can provide 1GW + besides maybe one or two hyperscalers"  
[X Link](https://x.com/Alpha_bro1/status/2021147843872887010)  2026-02-10T09:02Z [---] followers, [--] engagements


"$VKTX doesnt get enough credit for turning a dual agonist peptide into an oral pill. its never been done before. As a dual agonist the peptide is less stable so it had to be chemically redesigned to resist gut enzymes and with advanced formulation engineering. Impressive"  
[X Link](https://x.com/Alpha_bro1/status/2021283969564606804)  2026-02-10T18:03Z [---] followers, [----] engagements


"Its funny to see all these financial influencers now advising against buying $HIMS when not long ago they were rushing to recommend it at $60. If you think one moment the stock is now trading at just 1.5x sales and trade at level before they started to sell glp [--] precisely the moment to consider buying. The Novo lawsuit will likely end up like a similar Lilly case: dismissed because compounding pharmacies are legally allowed to operate. Dont let emotions drive your investment decisions and unfollow these charlatans https://twitter.com/i/web/status/2021305375610286395"  
[X Link](https://x.com/Alpha_bro1/status/2021305375610286395)  2026-02-10T19:28Z [---] followers, [---] engagements


"$MNDY Cash is now 50% of the market cap. Plenty of potential for acquisitions or share buybacks in this founder led business. Anyone seriously thinks that the co-CEOs are sitting there on their hands watching the stock go down Of course not they are big shareholders and are working hard on it. IMO Monday will integrate Claude or any agents they don't own if they become too good. Monday Agents factory is a good start. Im not worried because you still need a lot of applications and interfaces to interact with humans besides agentic AI. I see [----] sales growth at 10% and Im okay with that at"  
[X Link](https://x.com/anyuser/status/2021326594757861709)  2026-02-10T20:53Z [---] followers, [---] engagements


"@JonahLupton @JonahLupton any thoughts on $ALAB s earnings Great ER after hours reaction looks pretty strange. Gross margins are above Nvidias which that alone is quite an accomplishment"  
[X Link](https://x.com/Alpha_bro1/status/2021552651146760380)  2026-02-11T11:51Z [---] followers, [---] engagements


"$VKTX: Great news. Both the oral and injectable are now advancing into Phase [--] this year"  
[X Link](https://x.com/Alpha_bro1/status/2021697189240607095)  2026-02-11T21:25Z [---] followers, [---] engagements


"$VKTX With Phase [--] kicking off in Q3 [----] VK2735 should become the third weight loss pill available on the market if approved"  
[X Link](https://x.com/Alpha_bro1/status/2021699819585118638)  2026-02-11T21:36Z [---] followers, [----] engagements


"$VKTX Very good to try twice-monthly regimen in PH1 maintenance study. I think patients may prefer it as it offers better control over exposure and side effects and VK2735s half-life is maximum [--] days so it seems logical. "Analyst: it looks like you've split your [--] mg once every month into a once every [--] weeks dosing" "CEO: Yes we originally planned to do the [--] mgs once monthly. Once we got the trial underway we started receiving more and more of these comments from investigators and just from our own market research that people were going to less frequent regimens every [--] weeks every 3"  
[X Link](https://x.com/Alpha_bro1/status/2021884576352600122)  2026-02-12T09:50Z [---] followers, [----] engagements


"$VKTX [--] PH3 studies this year with the same drug combo injection/pill that should vastly outperform Wegovy or Lilly combo. VK2735 looks positioned to beat blockbuster tirzepatide. [--] weeks maintenance study data in Q3 [--] could trigger a buyout. At 30$ its an absolute bargain"  
[X Link](https://x.com/Alpha_bro1/status/2021895237007028512)  2026-02-12T10:32Z [---] followers, [---] engagements


"US Inflation likely around 2.4% tomorrow. Now factor in the chances of a Supreme Court ruling canceling Trumps tariffs population decline and AI driven productivity gains and youre still telling me inflation will be above 2% next year Rates are just too high"  
[X Link](https://x.com/anyuser/status/2022015124274618408)  2026-02-12T18:29Z [---] followers, [---] engagements


"https://www.clevelandfed.org/indicators-and-data/inflation-nowcasting https://www.clevelandfed.org/indicators-and-data/inflation-nowcasting"  
[X Link](https://x.com/Alpha_bro1/status/2022015722554372359)  2026-02-12T18:31Z [---] followers, [--] engagements


"Insane amount of rotation inside $QQQ I ve rarely seen that. FOBO (fear of being obsolete) is high because of AI"  
[X Link](https://x.com/Alpha_bro1/status/2022045225951408440)  2026-02-12T20:28Z [---] followers, [---] engagements


"$VKTX Im quite perplexed about retatrutide replacing tirzepatide when I see that dysesthesia happens in 20% of their patients at the highest dose [--] mg and 10% on [--] mg or tolerability in general. I think VK2735 competes with [--] mg at best and we need to reach 25% weight loss"  
[X Link](https://x.com/Alpha_bro1/status/2022311742194307094)  2026-02-13T14:07Z [---] followers, [----] engagements


"Tirzepatide is growing at roughly 60% if we annualize the Q/Q growth. $VKTX with VK2735 a similar mechanism as a dual agonist should at least trade as a proxy. I would not be surprised to see a sharp revaluation toward $60. $NVO is losing market share which is a different issue. https://twitter.com/i/web/status/2022334701902405941 https://twitter.com/i/web/status/2022334701902405941"  
[X Link](https://x.com/Alpha_bro1/status/2022334701902405941)  2026-02-13T15:39Z [---] followers, [----] engagements


"$VKTX CEO looks very confident in VK2735 potential and focused on extracting maximum value. Hard to see him selling before Phase [--] data for oral or subQ. Maybe only if a very strong offer comes in but after Q3 [----] when maintenance study results are here (31 weeks)"  
[X Link](https://x.com/Alpha_bro1/status/2022413716495696120)  2026-02-13T20:52Z [---] followers, [----] engagements


"@Rakeshre4 @Pharmdca I wouldnt bet on it. Tirzepatide is growing at 60% right now so eventually you have to follow the TAM. Its unavoidable when you have a good drug. Long $VKTX"  
[X Link](https://x.com/Alpha_bro1/status/2022415866235887805)  2026-02-13T21:01Z [---] followers, [---] engagements


"Many say $VKTX will be dead money until a buyout shows up thats wrong cause GLP-1 sales are growing 30% + a year and well soon be number [--] in oral and injectable with a superior drug. The stock gets cheaper each day vs TAM A massive rerating will come soon. Patience. @breakoutchrts Yes I am sure lots of $VKTX shareholders are unhappy. So we get the 13W trial results. It's best in class. $PFE paid $10B for NOT BEST IN CLASS. You think management is going to take 12B-13B for best in class You don't think best in class finally drive shorts out & bidding war @breakoutchrts Yes I am sure lots of"  
[X Link](https://x.com/Alpha_bro1/status/2022796859937321220)  2026-02-14T22:15Z [---] followers, 10.7K engagements


"@breakoutchrts @Keith_Simonian Its doable but $VKTX probably shouldnt do it alone. Reducing peptide costs per mg at scale demands massive capex billions. and they need a huge sales team. It won't be efficient. $ABBV looks like a great partner unless $NVO steps up"  
[X Link](https://x.com/Alpha_bro1/status/2022804138854101463)  2026-02-14T22:44Z [---] followers, [---] engagements


"@Doctor_Salomon Exactly glp [--] micro dosing can also plays a role to increase lifespan"  
[X Link](https://x.com/Alpha_bro1/status/2022807925899591958)  2026-02-14T22:59Z [---] followers, [---] engagements


"@andyroyle_pwrc For Oral $VKTX for sure will be pharma number [--]. For injection they should be number [--] too but I think but it will be a tight race with Amgen. And Amgen is more a niche player (monthly) with an inferior drug"  
[X Link](https://x.com/Alpha_bro1/status/2022809575703904258)  2026-02-14T23:05Z [---] followers, [---] engagements


"@Doctor_Salomon Big TAM :)"  
[X Link](https://x.com/Alpha_bro1/status/2022810103536111713)  2026-02-14T23:08Z [---] followers, [--] engagements


"@andyroyle_pwrc And structure same. No phase [--] yet and they have a molecule not a peptide. Great with food but logically bad side effects since it is not a peptide but time will tell:) and just a single agonist so low efficiency. You can still buy $VKTX :) great arbitrage now"  
[X Link](https://x.com/Alpha_bro1/status/2022815290640191921)  2026-02-14T23:28Z [---] followers, [---] engagements


"$IREN $NBIS I keep saying this AI cloud is a commodity. In that game lowest cost wins just like crypto mining. Vertically integrated clouds compound ownership. Asset-lite neo-clouds compound lease exposure. Every day the gap becomes more real. Vertically integrated clouds compound ownership. Asset-lite neo-clouds compound lease exposure. Every day the gap becomes more real"  
[X Link](https://x.com/Alpha_bro1/status/2003032823717073322)  2025-12-22T09:20Z [---] followers, [---] engagements


"Next year would be big for $IREN while other AI cloud operators scramble to buy land left and right for [--] years + projects. IREN is going to launch one of the biggest data centers in the world this April 100% owned. This is why Im invested. Not rocket science here having bookings is nice but if you cant deliver its nothing more than a fantasy. With $IREN you hold the asset everyone will be chasing in 2026: data center capacity"  
[X Link](https://x.com/Alpha_bro1/status/2003465965326028925)  2025-12-23T14:01Z [---] followers, [----] engagements


"I find the ongoing $IREN vs. $NBIS feud quite interesting. I personally think that $IREN investors understand AI cloud better. A lot of investors assume that AI cloud is similar to classic cloud which actually has a clear moat. In traditional cloud once a company builds its applications databases and workflows on a platform migrating data or rewriting code is very complex. There are also strict certifications so switching to another provider is hard. This lock-in creates a long-term advantage for incumbents. AI cloud has none of that. The software stack frameworks/runtime layer (PyTorch"  
[X Link](https://x.com/Alpha_bro1/status/2003524480023380187)  2025-12-23T17:53Z [---] followers, [---] engagements


"@zerohedge I think $NBIS being acquired next year is one of the dumbest predictions for M&A that Ive heard in a long time"  
[X Link](https://x.com/Alpha_bro1/status/2003529084094284228)  2025-12-23T18:12Z [---] followers, [---] engagements


"@danroberts0101 So far the useful lifespan of GPUs appears to be increasing with each new generation as compute gains seem constrained by cooling limits. $IREN"  
[X Link](https://x.com/Alpha_bro1/status/2005285433312477269)  2025-12-28T14:31Z [---] followers, [--] engagements


"$IREN reigns supreme today Is the market finally realizing this is the ultimate data center play owning the full infrastructure stack: land power and chips"  
[X Link](https://x.com/Alpha_bro1/status/2008275827511709940)  2026-01-05T20:34Z [---] followers, [---] engagements


"@Pharmdca $PDD could be a big winner if the ruling is against Trump"  
[X Link](https://x.com/Alpha_bro1/status/2008612842593771970)  2026-01-06T18:53Z [---] followers, [--] engagements


"$ALAB has higher gross margins than $NVDA and is growing revenue much faster yet it still gets little love from Wall Street"  
[X Link](https://x.com/Alpha_bro1/status/2009657744362791404)  2026-01-09T16:05Z [---] followers, [--] engagements


"One another solid reason to buy $IBRX is that future therapies based on engineered NK cells are way cheaper to produce than CAR-T. A full CAR-T treatment costs $700k$1M per patient it's custom often requires ICU stays due to toxicity. NK cells are off the shelf batch made and at scale can be roughly [--] cheaper or more. NK cells used to lack persistence. Anktiva (their IL-15 superagonist) fixes that giving durable killing power with no cytokine storm no ICU needed and repeatable dosing. Combo anktivia / engineered NK cells shows incredible early results in glioblastoma and could be a game"  
[X Link](https://x.com/Alpha_bro1/status/2010769719800819954)  2026-01-12T17:43Z [---] followers, [----] engagements


"$VKTX Im also very excited about the diabetes opportunity. VK2735 appears so far more potent with potentially fewer side effects while delivering better efficacy than tirzepatide. Since diabetes is a chronic condition and patients remain on therapy long term they will naturally gravitate toward the best-in-class drug. This is exactly why Mounjaro has been outperforming semaglutide in the diabetes market. https://twitter.com/i/web/status/2011463950362190045 https://twitter.com/i/web/status/2011463950362190045"  
[X Link](https://x.com/Alpha_bro1/status/2011463950362190045)  2026-01-14T15:42Z [---] followers, [----] engagements


"$IBRX is on an absolute tear Could $5 be next Still seeing 35% short interest as of today this could keep the rally going strong"  
[X Link](https://x.com/Alpha_bro1/status/2011894095804055928)  2026-01-15T20:11Z [---] followers, [---] engagements


"Its great to see the market finally recognising $IBRX and Anktiva value. Id expect the same with $VKTX soon Time to pound the table on $IBRX Studies show that up to 5070% of patients with metastatic cancers experience significant lymphopenia at some point during treatment. ANKTIVAs potential revenue in the U.S. alone could be $510 billion annually for lymphopenia. There is no Time to pound the table on $IBRX Studies show that up to 5070% of patients with metastatic cancers experience significant lymphopenia at some point during treatment. ANKTIVAs potential revenue in the U.S. alone could be"  
[X Link](https://x.com/Alpha_bro1/status/2014422692200411591)  2026-01-22T19:39Z [---] followers, [----] engagements


"@ItsSJTrades right now what we care about is the top line and any potential deals. the market is looking forward"  
[X Link](https://x.com/Alpha_bro1/status/2014495974698242332)  2026-01-23T00:30Z [---] followers, [----] engagements


"$ALAB and $MRVL should benefit from ongoing memory shortages as hyperscalers look for ways to use existing memory more efficiently. Adding Retimers can deliver [--] to [--] % memory savings at the system level. $ALAB is particularly well positioned"  
[X Link](https://x.com/Alpha_bro1/status/2014500834776670407)  2026-01-23T00:50Z [---] followers, [---] engagements


"$IREN Advancing earnings release by two weeks is usually a very bullish signal. Maybe a major deal coming"  
[X Link](https://x.com/Alpha_bro1/status/2014507595000594942)  2026-01-23T01:16Z [---] followers, [---] engagements


"@troutandchar Well have the answer very soon. The stock market is bipolar when it comes to biotech I wouldnt trust it. An asymetric opportunity here but just my opinion"  
[X Link](https://x.com/Alpha_bro1/status/2014685251281232238)  2026-01-23T13:02Z [---] followers, [---] engagements


"@MeadowCapital the maintenance study this year is actually a sort of [---] study. This will move $VKTX price by a lot. No need to wait 2028"  
[X Link](https://x.com/Alpha_bro1/status/2014685635181674809)  2026-01-23T13:04Z [---] followers, [---] engagements


"When you consider that this cancer was once an absolute death sentence its incredible how much progress can be made with NK cell and ANKTIVA combo. I can't wait to see if we can slay the monster that is pancreatic cancer and give patients more time. Very exiciting. $IBRX"  
[X Link](https://x.com/Alpha_bro1/status/2014689404233609527)  2026-01-23T13:19Z [---] followers, [--] engagements


"$IBRX short squeeze 🍋"  
[X Link](https://x.com/Alpha_bro1/status/2015756210243350741)  2026-01-26T11:58Z [---] followers, [---] engagements


"$UNH the proposal represents a preliminary rate notice with final rates typically announced in April after a period of industry feedback. Feedback won't be good. https://ng.investing.com/news/stock-market-news/cvs-health-unitedhealth-group-stocks-tumble-on-lower-medicare-rate-proposal-2306051 https://ng.investing.com/news/stock-market-news/cvs-health-unitedhealth-group-stocks-tumble-on-lower-medicare-rate-proposal-2306051"  
[X Link](https://x.com/Alpha_bro1/status/2015909797506195790)  2026-01-26T22:08Z [---] followers, [---] engagements


"$QSG is rebounding from a low around 8🚀 capitalizing on the Labubu $PMRTY craze"  
[X Link](https://x.com/Alpha_bro1/status/1939690594734944468)  2025-06-30T14:20Z [---] followers, [---] engagements


"@ResearchPulse1 @JCanNuSH For me the most surprising part is all this talk about monthly injections. We all know the side effects are likely to be significant because you need a very large dose for the drug to last an entire month. Thats why the recent deal between Pfizer and Metsera seems puzzling"  
[X Link](https://x.com/Alpha_bro1/status/2001708834566570247)  2025-12-18T17:39Z [---] followers, [---] engagements


"When you consider that this cancer was once an absolute death sentence its incredible how much progress can be made with NK cell and ANKTIVA combo. I can't wait to see if we can achieve meaningful survival gain in pancreatic cancer. Very exiciting. $IBRX"  
[X Link](https://x.com/Alpha_bro1/status/2014689732488319070)  2026-01-23T13:20Z [---] followers, [----] engagements


"$UNH History shows under trump that preliminary MA rates are a starting point but final rates often end up much higher after CMS reviews feedback"  
[X Link](https://x.com/Alpha_bro1/status/2016160531879530625)  2026-01-27T14:45Z [---] followers, [---] engagements


"I can easily see $UNH rebounding hard into April when the final rate is known. No chance CMS rates flat going into the midterms. That would be political suicide retirees rely heavily on MA. History shows the Advance Notice is a starting point. My bet is a final rate near 3%"  
[X Link](https://x.com/Alpha_bro1/status/2016209977858208190)  2026-01-27T18:01Z [---] followers, [---] engagements


"$HIMS maybe its time for @AndrewDudum to take a clear direction: either go all in on GLP-1 with tirzepatide and the Wegovy pill compound or stop GLP-1 compounding and strike a deal with Novo and Lilly. Right now were losing market share to RO and competitors"  
[X Link](https://x.com/Alpha_bro1/status/2016543715607691606)  2026-01-28T16:07Z [---] followers, [----] engagements


"$IREN and Amazon both announced earnings dates on Jan [--] and will both publish Feb [--]. I find it interesting since IREN usually reports mid-Feb. I Wont be surprised if $AMZN signs a [--] GW deal for Sweetwater"  
[X Link](https://x.com/Alpha_bro1/status/2017028557126455637)  2026-01-30T00:14Z [---] followers, [---] engagements


"The market underestimates the impact of H200 deployments in China on $ALAB. NVLink is banned forcing China into PCIe-based premium connectivity where Astera Labs is best positioned. H200 ramp could drive upside this year"  
[X Link](https://x.com/Alpha_bro1/status/2008236476031815754)  2026-01-05T17:57Z [---] followers, [---] engagements


"When you think that $VKTX has high odds to beat tirzepatide the best selling drug in the world in its maintenance study this year and is still trading for peanuts sitting near [--] weeks low. this is just mind blowing"  
[X Link](https://x.com/Alpha_bro1/status/2014420779652223070)  2026-01-22T19:31Z [---] followers, [----] engagements


"$NVO has to buy $VKTX. that's the only way to beat lilly and tirzepatide"  
[X Link](https://x.com/Alpha_bro1/status/2018759244007211302)  2026-02-03T18:51Z [---] followers, [----] engagements


"@bioinvestor24 $VKTX GLP-1 pills have heavy side effects. patients who dont tolerate pills will migrate to injections expanding the injectable market. Pills will be 1/3 of the market I think"  
[X Link](https://x.com/Alpha_bro1/status/2018802403945152736)  2026-02-03T21:42Z [---] followers, [---] engagements


"For Reta discontinuation for adverse events at the highest dose is 18.2% vs [---] % for tirza ( highest dose [--] mg). there are much more nausea or diarrhea and also something unusual for Glp1 at the highest dose dysesthesia. That is said it should be a commercial sucess and sell a lot but to beat tirza I think it will be hard. This is my humble opinion. https://twitter.com/i/web/status/2019019175155441808 https://twitter.com/i/web/status/2019019175155441808"  
[X Link](https://x.com/Alpha_bro1/status/2019019175155441808)  2026-02-04T12:04Z [---] followers, [---] engagements


"$VKTX going down while $LLY is up 9% is absurd. Vikings seems to have a better molecule than tirzepatide according to Phase [--] data. It is the only dual agonist currently in Phase [--]. We might have a deal in hand this year or early next year after Phase [--] data are published"  
[X Link](https://x.com/Alpha_bro1/status/2019117525984809445)  2026-02-04T18:35Z [---] followers, [----] engagements


"$HIMS IMO Wegovy pill compound is legal as long as they dont use SNAC. However absorption is at very best 40% of the Wegovy pill depending of the enhancer used. Therefore Hims will need to use more semaglutide but side effects are proportional to the absorbed dose in the blood so this is not too much of a problem just not so good for margin. https://twitter.com/i/web/status/2019445064838095358 https://twitter.com/i/web/status/2019445064838095358"  
[X Link](https://x.com/Alpha_bro1/status/2019445064838095358)  2026-02-05T16:16Z [---] followers, [--] engagements


"$HIMS this is very bullish if lipsomal delivery is used. Absorbtion is excellent and it makes compounding the pill legal. 🚨 BREAKING: IT WOULD APPEAR THAT $HIMS IS USING LIPSOMAL DELIVERY AS THE MECHANISM FOR ITS GLP-1 PILL https://t.co/HhifjlYYx0 🚨 BREAKING: IT WOULD APPEAR THAT $HIMS IS USING LIPSOMAL DELIVERY AS THE MECHANISM FOR ITS GLP-1 PILL https://t.co/HhifjlYYx0"  
[X Link](https://x.com/Alpha_bro1/status/2019461927789809963)  2026-02-05T17:23Z [---] followers, [---] engagements


"@elonmusk @PTrubey Thanks for sharing your knowledge. Very insightful"  
[X Link](https://x.com/Alpha_bro1/status/2019724031587651709)  2026-02-06T10:45Z [---] followers, [--] engagements


"We can say anything we want about $Hims but the launch of the pill and all the polemics that followed perfectly fitting the ad narrative right before the Super Bowl is just brilliant marketing https://www.youtube.com/watchv=aZ7Z5LTJWHM https://www.youtube.com/watchv=aZ7Z5LTJWHM"  
[X Link](https://x.com/Alpha_bro1/status/2019735688191832188)  2026-02-06T11:31Z [---] followers, [---] engagements


"I think most people miss one thing about $IBRX ANKTIVA (N-803) isnt just a bladder cancer drug its an immune system drug so the potential is huge to target a multitude of cancers. A lot of patients and doctors start to understand it that's why ImmunityBio receives so many compassionate use requests for off-label applications"  
[X Link](https://x.com/anyuser/status/1966076017404977425)  2025-09-11T09:47Z [---] followers, [----] engagements


"Ive been researching potential trades that could benefit from a ceasefire and a potential peace agreement between Russia and Ukraine in the future and two stand out. The obvious one is Raiffeisen Bank $RBI.VI with its significant presence in Russia. The more under the radar play is Finnair #FIA1S which would see a substantial boost thanks to Finlands proximity to Russia and also the potential reopening of Siberian airspace reopens. This would allow flights to Asia to be up to 20% shorter cutting travel time and costs and significantly improving competitiveness on long-haul routes."  
[X Link](https://x.com/Alpha_bro1/status/1955578190555935095)  2025-08-13T10:32Z [---] followers, [---] engagements


"$NVDA AI skeptics are the flat-Earthers of our time ignoring progress thats already reshaping the world"  
[X Link](https://x.com/Alpha_bro1/status/1986037266033082540)  2025-11-05T11:45Z [---] followers, [----] engagements

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