# ![@MitchellMa83363 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1854668663070375939.png) @MitchellMa83363 Mitchell Martan

Mitchell Martan posts on X about $baba, $glxy, $oscr, $jd the most. They currently have [-----] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1854668663070375939/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854668663070375939/c:line/m:interactions.svg)

- [--] Week [-------] -11%
- [--] Month [-------] -21%
- [--] Months [---------] +62%
- [--] Year [---------] +7,583%

### Mentions: [--] [#](/creator/twitter::1854668663070375939/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854668663070375939/c:line/m:posts_active.svg)

- [--] Week [---] +21%
- [--] Month [---] +1.80%
- [--] Months [-----] +28%
- [--] Year [-----] +820%

### Followers: [-----] [#](/creator/twitter::1854668663070375939/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854668663070375939/c:line/m:followers.svg)

- [--] Week [-----] +0.74%
- [--] Month [-----] +5.20%
- [--] Months [-----] +70%
- [--] Year [-----] +4,499%

### CreatorRank: [-------] [#](/creator/twitter::1854668663070375939/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854668663070375939/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3533 [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  #5693 [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [currencies](/list/currencies) 

**Social topic influence**
[$baba](/topic/$baba), [$glxy](/topic/$glxy) #2, [$oscr](/topic/$oscr), [$jd](/topic/$jd), [china](/topic/china), [$lmnd](/topic/$lmnd) #7, [$pdd](/topic/$pdd), [baba](/topic/baba), [$path](/topic/$path) #23, [$spy](/topic/$spy) #297

**Top accounts mentioned or mentioned by**
[@thelonginvest](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@theshortbear](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@hypergrowth102](/creator/undefined) [@jakewujastyk](/creator/undefined) [@biotech2k1](/creator/undefined) [@mrderivatives](/creator/undefined) [@equitybrian](/creator/undefined) [@jfais20](/creator/undefined) [@novogratz](/creator/undefined) [@bourboncap](/creator/undefined) [@compoundingirl](/creator/undefined) [@lemonadeinc](/creator/undefined) [@boxlongs](/creator/undefined) [@findatajay](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@martinshkreli](/creator/undefined) [@briantycangco](/creator/undefined) [@unusualwhales](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [UiPath, Inc. (PATH)](/topic/$path) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [UnitedHealth Group (UNH)](/topic/$unh) [Bitcoin (BTC)](/topic/$btc) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Abivax SA (ABVX)](/topic/$abvx) [Ethereum (ETH)](/topic/$eth) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [NuCypher (NU)](/topic/$nu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [MercadoLibre Inc (MELI)](/topic/$meli) [4 (FOUR)](/topic/$four) [Duolingo, Inc.  (DUOL)](/topic/$duol) [NVIDIA Corp. (NVDA)](/topic/$nvda) [DLocal Limited (DLO)](/topic/$dlo) [Novo-Nordisk (NVO)](/topic/$nvo) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [CoreWeave, Inc (CRWV)](/topic/$crwv) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Eli Lilly and Company (LLY)](/topic/$lly) [Advanced Micro Devices (AMD)](/topic/$amd) [Centene Corp (CNC)](/topic/$cnc) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [RAI Finance (SOFI)](/topic/$sofi) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Iris Energy Limited (IREN)](/topic/$iren) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [SPDR GOLD ETF (GLD)](/topic/$gld) [Tesla, Inc. (TSLA)](/topic/$tsla) [Metadium (META)](/topic/$meta) [Elevance Health Inc (ELV)](/topic/$elv) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Arcutis Biotherapeutics, Inc. (ARQT)](/topic/$arqt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AppLovin Corporation (APP)](/topic/$app) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Pfizer, Inc. (PFE)](/topic/$pfe) [Humana Inc (HUM)](/topic/$hum) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [XPENG INC. (XPEV)](/topic/$xpev) [Microsoft Corp. (MSFT)](/topic/$msft) [Shopify Inc (SHOP)](/topic/$shop)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@2047_albert Respectfully youre mistaken. $BABA & $JD - buyback central. Trading at low multiples. Loads of cash $JD at least double digit growth rate. China cutting rates stimulating now its up to earnings/consumer to improve"  
[X Link](https://x.com/MitchellMa83363/status/1854912247924941006)  2024-11-08T15:41Z [--] followers, [--] engagements


"@Andre_AGTC Implied volatility"  
[X Link](https://x.com/MitchellMa83363/status/1856046507083866175)  2024-11-11T18:49Z [--] followers, [--] engagements


"$SWTX seasonality effected sales in July. August/Sept V strong months. 23% QoQ growth ✔ PDUFA in Feb for Mirdametinib. Everything seems on track"  
[X Link](https://x.com/MitchellMa83363/status/1856336045329047690)  2024-11-12T13:59Z [--] followers, [--] engagements


"$SWTX flat pricing between 100mg and 150mg. August and September record months. Reason for slowdown was transitioning patients to blister packs. Share price down. thesis This is a buy all day 👍✔"  
[X Link](https://x.com/MitchellMa83363/status/1856339952499409100)  2024-11-12T14:15Z [--] followers, [--] engagements


"@StockMarketNerd Was $SWTX at $28-$29"  
[X Link](https://x.com/MitchellMa83363/status/1856712990583660926)  2024-11-13T14:57Z [--] followers, [--] engagements


"$SWTX should be higher moving forward here Earnings growth was solid Mirdametinib feb [----] (runup to acceptance) 5x peak sales on conservatively say 2x [--] billion dollar drugs. 10B right there alone. Current MC $2.4B I like the risk/reward. I like the stock"  
[X Link](https://x.com/MitchellMa83363/status/1856734628536594489)  2024-11-13T16:23Z [--] followers, [--] engagements


"@hypergrowth102 What companies"  
[X Link](https://x.com/MitchellMa83363/status/1856765566184558813)  2024-11-13T18:26Z [--] followers, [--] engagements


"Yields reversing = $XBI downward pressure. Most clinical names getting hit hard. Commercial not so much $SWTX $AXSN $PDSB $MREO"  
[X Link](https://x.com/MitchellMa83363/status/1856784335699153251)  2024-11-13T19:40Z [--] followers, [---] engagements


"$SWTX feels a lot like $TARS movement from the dip to $21"  
[X Link](https://x.com/MitchellMa83363/status/1856800984497865171)  2024-11-13T20:47Z [--] followers, [--] engagements


"Third day in a row $SWTX moving up on much more volume then normal"  
[X Link](https://x.com/MitchellMa83363/status/1857469412288135369)  2024-11-15T17:03Z [--] followers, [--] engagements


"$SWTX looking to breakout"  
[X Link](https://x.com/MitchellMa83363/status/1858916299365081279)  2024-11-19T16:52Z [---] followers, [---] engagements


"$XBI i think will be the BEST performing over the next [--] years Bold take considering its been in a bear market since [----] but finally story is piecing together"  
[X Link](https://x.com/MitchellMa83363/status/1861068026587582762)  2024-11-25T15:22Z [--] followers, [--] engagements


"$SWTX trading almost identically to $TARS did on its run up to fair value. Wouldnt be surprised to see either get bought out"  
[X Link](https://x.com/MitchellMa83363/status/1861079528778457362)  2024-11-25T16:08Z [---] followers, [--] engagements


"$SWTX looking strong crossed 200dma and hasnt looked back Sitting at 3B MC is much too cheap imo. Two billion dollar drugs one of which is being deployed rapidly. Dont expect this to stay in 40s for long"  
[X Link](https://x.com/MitchellMa83363/status/1861460412434153950)  2024-11-26T17:22Z [---] followers, [--] engagements


"$ASND still sideways but looks like it wants to breakout and ramp up to Q1 launch In U.S. Druckenmiller seems to like commercial approved bios which trade at low peak sales multiples. in this case (1.5x through [--] indications) Both $SWTX and $ASND good B.O. targets too"  
[X Link](https://x.com/MitchellMa83363/status/1861460878626836989)  2024-11-26T17:23Z [---] followers, [---] engagements


"$TARS looking to make more 52W highs. Great drug launch so far for Xdemvy prime B.O. candidate. Dont expect it to be public much longer if Betaville has any sort of credibility"  
[X Link](https://x.com/MitchMartan98/status/1861461245544583285)  2024-11-26T17:25Z [----] followers, [---] engagements


"$MREO pullback from highs is partially due to DSK dragging her feet on a deal. Last fireside chat she seemed more upbeat/confident in her tone. I think weve bottomed (could be wrong) but [----] could be VERY transformative for $MREO. Hoping for an early Setru pause"  
[X Link](https://x.com/MitchellMa83363/status/1861461494522601648)  2024-11-26T17:26Z [--] followers, [---] engagements


"Keep in mind for $MREO as well alvel partner will lift any questions moving forward and its all about execution. On Setru alone 5x peak sales warrants a 2-3 billion dollar MC. Currently at 500m thats 1-3x higher without anything for Alvel"  
[X Link](https://x.com/MitchellMa83363/status/1861461914783568007)  2024-11-26T17:27Z [--] followers, [---] engagements


"$SEDG working beautifull👍🔥"  
[X Link](https://x.com/MitchellMa83363/status/1861801761373061340)  2024-11-27T15:58Z [--] followers, [--] engagements


"@hypergrowth102 $MREO"  
[X Link](https://x.com/MitchellMa83363/status/1861861407135772728)  2024-11-27T19:55Z [--] followers, [---] engagements


"Anemic volume in most bios today $MREO $SWTX $ASND $AXSM $XBI"  
[X Link](https://x.com/MitchellMa83363/status/1863643894514110647)  2024-12-02T17:58Z [---] followers, [---] engagements


"$SWTX quietly ripping higher👍"  
[X Link](https://x.com/MitchellMa83363/status/1864331309344018700)  2024-12-04T15:29Z [---] followers, [---] engagements


"Its not a question of enough pal. Its a zero sum game somebody wins somebody loses. Money itself isnt lost or made its simply transferred form one perception to another Wall street [----] (Gordon Gekko) Theres always an opportunity. Just have to find it. $MREO $SWTX $ASND"  
[X Link](https://x.com/MitchellMa83363/status/1864390579809079436)  2024-12-04T19:25Z [---] followers, [----] engagements


"$ASML $DG $NU $ULTA $ASND $SWTX $LMND (ish) Undervalued am I missing anything"  
[X Link](https://x.com/MitchellMa83363/status/1864408423267258851)  2024-12-04T20:36Z [---] followers, [---] engagements


"Eerily reminiscent of [----]. Crypto peaked stocks followed and everything corrected. Would be remiss to think any different. CC delinquencies higher. Inflation sticky. [----] massive year for refis and I have a feeling not many can afford. Keep cash to buy dip. $SPY $QQQ $XBI"  
[X Link](https://x.com/MitchellMa83363/status/1864673619768385964)  2024-12-05T14:10Z [--] followers, [---] engagements


"@alc2022 After that $PLTR comment you should just quit tbh"  
[X Link](https://x.com/MitchellMa83363/status/1865101144172769532)  2024-12-06T18:28Z [--] followers, [---] engagements


"@Jake__Wujastyk Looks like $BABA and $JD"  
[X Link](https://x.com/MitchellMa83363/status/1865110198706115029)  2024-12-06T19:04Z [--] followers, [---] engagements


"$IONQ losing [--] million last quarter and being valued at $8 billion+ is laughable. Market is passed overvalued. $SPY $QQQ $XBI"  
[X Link](https://x.com/MitchellMa83363/status/1865442967055429862)  2024-12-07T17:07Z [--] followers, [---] engagements


"@TomSilver39 $IOVA and $DAWN"  
[X Link](https://x.com/MitchellMa83363/status/1865547560888246348)  2024-12-08T00:02Z [--] followers, [---] engagements


"@BourbonCap Quality companies will always out perform yes you can make money quickly but thats not how you stay in the game. Sort through the bullshit by quality enjoy outsized returns and stay patient. This is eerily similair to [----]. And remember [----] many got crushed. [---] - -70%"  
[X Link](https://x.com/MitchellMa83363/status/1865795474864701770)  2024-12-08T16:28Z [--] followers, [----] engagements


"@BourbonCap In [----] absolutely. More recently $ZM was interesting. They had [--] billion in cash and at $40-50 half of the company was cash. Anything done right would of moved the stock. Didnt need much optimism. However the $RKLB $LUNR and $IONQ are the frustrating ones for me"  
[X Link](https://x.com/MitchellMa83363/status/1865798458684367209)  2024-12-08T16:39Z [--] followers, [---] engagements


"And Here. We. Go. We are so back $JD $BABA $PDD $KWEB $BEKE $NIO $TCEHY What is David Tepper buying in China "Everything" he says. "ETFs I would do futures - everything. Everything." https://t.co/KF2UIA7sSg What is David Tepper buying in China "Everything" he says. "ETFs I would do futures - everything. Everything." https://t.co/KF2UIA7sSg"  
[X Link](https://x.com/MitchellMa83363/status/1866072694669693397)  2024-12-09T10:49Z [--] followers, [---] engagements


"Would really be cool if $IOVA $ASND $SWTX and $MREO were all bought out soon"  
[X Link](https://x.com/MitchellMa83363/status/1866570990827835889)  2024-12-10T19:49Z [---] followers, [----] engagements


"@hypergrowth102 I know your investment style from your tweets Bios are a different world. $ABCL much more likely to fail. If youre looking for legitimate longs to get you a 2-5x and within a year. $IOVA $MREO $RCKT $NUVB have much much better chances of success"  
[X Link](https://x.com/MitchellMa83363/status/1866572132056174954)  2024-12-10T19:54Z [--] followers, [----] engagements


"@japdongsanee @hypergrowth102 I dont believe in $ABCL nor $RXRX. I wont be able to explain via small word count. Follow and I can dm you about it"  
[X Link](https://x.com/MitchellMa83363/status/1866593466194489836)  2024-12-10T21:18Z [--] followers, [---] engagements


"@TheLongInvest No doubt. Where I get stuck is large positions in companies such as $BABA $JD or undervalued other names within US equities that are beaten down. Problem is im comfy having big positions but inevitably less cash. As markets correct will they correct even further Maybe"  
[X Link](https://x.com/MitchellMa83363/status/1866594515332874288)  2024-12-10T21:23Z [--] followers, [---] engagements


"@alc2022 lmao $PLTR 100x bro"  
[X Link](https://x.com/MitchellMa83363/status/1866675391986835799)  2024-12-11T02:44Z [--] followers, [--] engagements


"Buy buy buy $JD $BABA #CHINA MARKED FIRST NET OUTFLOW OF FOREIGN DIRECT INVESTMENT IN DECADES IN [----] - IIF CHINA TO NOTCH "SUBSTANTIAL" PORTFOLIO OUTFLOWS OF $25 BLN IN [----] - IIF https://t.co/voZlIimXlz #CHINA MARKED FIRST NET OUTFLOW OF FOREIGN DIRECT INVESTMENT IN DECADES IN [----] - IIF CHINA TO NOTCH "SUBSTANTIAL" PORTFOLIO OUTFLOWS OF $25 BLN IN [----] - IIF https://t.co/voZlIimXlz"  
[X Link](https://x.com/MitchellMa83363/status/1866833207598907812)  2024-12-11T13:11Z [--] followers, [---] engagements


"China trade setting up nicely. Long $JD $BABA $PDD No one thinks China is doing the bazooka stimulus. No one thinks theyll announce anything significant this week for [----]. No one is set up imo. Hedgefunds will play catch up. If theres ever a time to be in this its now"  
[X Link](https://x.com/MitchellMa83363/status/1866847495059362075)  2024-12-11T14:08Z [--] followers, [----] engagements


"@TheShortBear $JD $ASND (commercial launch drug company along w Drunkenmiller buying) $DAWN $ULTA"  
[X Link](https://x.com/MitchellMa83363/status/1866890904717627629)  2024-12-11T17:00Z [--] followers, [---] engagements


"We will vigorously boost consumption. Expand domestic demand in all directoons. Yup this is the watershed moment imo. China isnt messing around. Just a matter of how much stimulus when they want to move the market it will go. Also Trump relations are👏🏻 $JD $BABA $KWEB"  
[X Link](https://x.com/MitchellMa83363/status/1867172829445394441)  2024-12-12T11:41Z [--] followers, [----] engagements


"China is literally telling you their bringing out the big guns and the backstop. Similar if not much more to [----]. Market is not pricing this in at all yet. We need the numbers but appropriately loose monetary policy Cutting rates Very bullish. BUY. $JD $BABA $KWEB"  
[X Link](https://x.com/MitchellMa83363/status/1867176807557939217)  2024-12-12T11:56Z [--] followers, [---] engagements


"@IncisiveSpeedo You invest before the turnaround lol. Equities will rerate and look 9-12 months down the road. You seem to not understand how this works youre mindset is backward. Stimulus will take time to flow through the economy but equities will re-rate much quicker"  
[X Link](https://x.com/MitchellMa83363/status/1867180231561535974)  2024-12-12T12:10Z [--] followers, [--] engagements


"Im sick and tired of people telling me their account is down 1-5%. Have you ever held a damn biotech I dont even count being down anymore unless its minimum 10%. Numb to the volatility. Be quiet and buy more $RCKT $SWTX $ASND $MREO $IOVA"  
[X Link](https://x.com/MitchellMa83363/status/1867316026607808933)  2024-12-12T21:10Z [---] followers, [----] engagements


"@StockMarketNerd $BABA $JD $IOVA"  
[X Link](https://x.com/MitchellMa83363/status/1867597029205024884)  2024-12-13T15:46Z [--] followers, [---] engagements


"Loving these sell offs tbh. Should get you excited to add $SWTX this low. $IOVA as well. $JD and $BABA are simply priced too cheaply. Any sort of positive domestic stimulus from China will help a lot. Earnings will reflect that in due time not to mention buybacks"  
[X Link](https://x.com/MitchellMa83363/status/1867602494316326932)  2024-12-13T16:08Z [---] followers, [---] engagements


"@TheLongInvest Playing tug of war daily with this thought Right answer is to just have cash and buy dip on undervalued"  
[X Link](https://x.com/MitchellMa83363/status/1867605470451560499)  2024-12-13T16:20Z [--] followers, [---] engagements


"@GilaMonstrum Time to buy"  
[X Link](https://x.com/MitchellMa83363/status/1867980814358851875)  2024-12-14T17:11Z [--] followers, [---] engagements


"$SWTX Merger and acquisition activity is at a seven-year low in [----] as buyers digest prior deals and US election jitters delayed further spending. Expect a pick-up in [----]. $BBIO $ARWR $VRNA $BPMC $KRYS $MREO $AXSM $INSM $ITCI $VKTX $SRRK $APLS $IOVA $NBIX https://t.co/AsHOlfeKAk Merger and acquisition activity is at a seven-year low in [----] as buyers digest prior deals and US election jitters delayed further spending. Expect a pick-up in [----]. $BBIO $ARWR $VRNA $BPMC $KRYS $MREO $AXSM $INSM $ITCI $VKTX $SRRK $APLS $IOVA $NBIX https://t.co/AsHOlfeKAk"  
[X Link](https://x.com/MitchellMa83363/status/1868335371299225960)  2024-12-15T16:40Z [---] followers, [---] engagements


"Its really quite simple. Buy stock in companies when no one wants them. Be patient. Reap the reward. Want examples $SOFI $5-7 $HIMS $14-18 $PLTR $6-10 $SWTX $28 Want some now Here you go : $IOVA $8 $NU $11-12.5 $BABA UNDER $90 is a STEAL $JD under $40 $MREO"  
[X Link](https://x.com/MitchellMa83363/status/1868681239462547687)  2024-12-16T15:35Z [---] followers, [----] engagements


"@BetterDays_01 Can almost guarantee this is referring to $MREO lol. Stock up 70% on year. Be patient"  
[X Link](https://x.com/MitchellMa83363/status/1868701582747222101)  2024-12-16T16:55Z [---] followers, [---] engagements


"$MREO interested to see if it bounces past $3.40 ish. Support broken or a double bottom forming. If you think its worth $11-15 based on setrusumab then you shouldnt care about adding here. Im nibbling for sure"  
[X Link](https://x.com/MitchellMa83363/status/1868710645983854969)  2024-12-16T17:31Z [---] followers, [---] engagements


"Massive buy order just now $MREO Walked down and buy it up before pending news"  
[X Link](https://x.com/MitchellMa83363/status/1868712785699651838)  2024-12-16T17:40Z [---] followers, [---] engagements


"@luigidt79 $MREO"  
[X Link](https://x.com/MitchellMa83363/status/1868715430912967055)  2024-12-16T17:50Z [---] followers, [---] engagements


"Funny how it works. $MREO was down 13% on no news mid way through the day (probably due to exercising warrants) Higher volume big buys come in at lunchtime (wanted to be missed) or [--] ish. And stock recovers 9% from bottom in last [--] hours lol"  
[X Link](https://x.com/MitchellMa83363/status/1868764326330552414)  2024-12-16T21:05Z [---] followers, [---] engagements


"@BourbonCap @BackupHasbulla Not until $PFE fixes management"  
[X Link](https://x.com/MitchellMa83363/status/1868774533207077259)  2024-12-16T21:45Z [--] followers, [--] engagements


"Bubble. $SPY $QQQ"  
[X Link](https://x.com/MitchellMa83363/status/1868786646843638113)  2024-12-16T22:33Z [--] followers, [--] engagements


"@Biotech2k1 @SamanthaLaDuc I disagree. When factoring growth rates along with backlog $ASML isnt very expensive. Not to mention massive MOAT. $UBER isnt crazy either"  
[X Link](https://x.com/MitchellMa83363/status/1868813260335857828)  2024-12-17T00:19Z [--] followers, [---] engagements


"Bear market is coming still imo. Froth is high with these crypto coins and other non profitable companies rallying. I like other markets much more. China - $JD $BABA $PDD $KWEB Latin America $MELI $NU Biotech in the U.S. - $XBI $ASND $SWTX $MREO (risk for binary) $VKTX"  
[X Link](https://x.com/MitchellMa83363/status/1869117568927359136)  2024-12-17T20:28Z [---] followers, [---] engagements


"Going against the herd here and saying $IOVA has bottomed. Also think China has bottomed. Could be wrong but these companies are too cheap to ignore. $BABA and $JD will just buy themselves private at this point. Not too mention stimulus trumps everything. And they WILL stimmy"  
[X Link](https://x.com/MitchellMa83363/status/1869118245770498314)  2024-12-17T20:31Z [--] followers, [---] engagements


"@semodough $RARE but no $MREO Lol"  
[X Link](https://x.com/MitchellMa83363/status/1869120244150890663)  2024-12-17T20:39Z [---] followers, [---] engagements


"@PaperBagInvest I dont think inflation is slowing if FED cuts though"  
[X Link](https://x.com/MitchellMa83363/status/1869136024749969561)  2024-12-17T21:42Z [--] followers, [--] engagements


"Over 500k shares traded in $MREO already Something is up"  
[X Link](https://x.com/MitchellMa83363/status/1869394397336612882)  2024-12-18T14:48Z [---] followers, [---] engagements


"Lol people over here talking about the $MRK partnership Others talking about the biotech buyouts that never come A la betaville always striking out. $TARS Im wishing for the real buyout. Trump and Canada. please do it @realDonaldTrump 🙏 $MREO $SWTX $IOVA"  
[X Link](https://x.com/MitchellMa83363/status/1869403108654317886)  2024-12-18T15:23Z [---] followers, [---] engagements


"@MattBiotech Reshuffled a few names (China) over last week or two. Prioritize commercial names mostly with strong launch metrics. Sold out of $TARS from $24 Re buying $DAWN $MREO $2.11 ASND $126 $SWTX $29 IOVA $8.90 $BABA $87 $JD $37"  
[X Link](https://x.com/MitchellMa83363/status/1869413048089497848)  2024-12-18T16:02Z [---] followers, [---] engagements


"@MattBiotech $SWTX $ASND $MREO are roughly in the biotech holdings themselves 25% 25% 25% then $IOVA 15% and $DAWN going to be 15% Percent gain on $SWTX is 25%. 50% on $MREO And 11% on $ASND roughly"  
[X Link](https://x.com/MitchellMa83363/status/1869415947028857199)  2024-12-18T16:14Z [---] followers, [---] engagements


"Lol the japanese yen is so fucked"  
[X Link](https://x.com/MitchellMa83363/status/1869585072267075778)  2024-12-19T03:26Z [--] followers, [--] engagements


"@BourbonCap $MELI $NU $TMDX $PYPL Very compelling buys"  
[X Link](https://x.com/MitchellMa83363/status/1869741104725360846)  2024-12-19T13:46Z [--] followers, [---] engagements


"@kurtsaltrichter Inflation isnt falling. Especially when your GDP just grew 3.1% and the FED is cutting into a higher inflation print lol"  
[X Link](https://x.com/MitchellMa83363/status/1869775693816778940)  2024-12-19T16:03Z [--] followers, [---] engagements


"Lol $USD/JPY is so toast. Carry trade [---] coming"  
[X Link](https://x.com/MitchellMa83363/status/1869895686776365291)  2024-12-20T00:00Z [--] followers, [---] engagements


"Lol last two days everyone getting a taste of what us $XBI and bio investors have had for years. Enjoy the volatility 🤣 Wait until a couple bankruptcies are announced our version of a failed trial. $MREO $SWTX $SPY $QQQ $VKTX Suddenly everyone is mad at the market🤣🤣"  
[X Link](https://x.com/MitchellMa83363/status/1869915169117151442)  2024-12-20T01:18Z [---] followers, [---] engagements


"$MREO Havent bought more today waiting for it to settle and bottom want to see a reversal. Nothing changes in thesis aside from alvel deal looking more and more unlikely. that could obviously change but setru is bread:butter"  
[X Link](https://x.com/MitchellMa83363/status/1870127003833110827)  2024-12-20T15:19Z [---] followers, [---] engagements


"@mvcinvesting $BABA"  
[X Link](https://x.com/MitchellMa83363/status/1870866542314782794)  2024-12-22T16:18Z [--] followers, [----] engagements


"$BABA $JD $PDD #Chinas #growth pressure in [----] mainly from weak household #consumption fiscal policy to focus more on boosting consumption senior official https://t.co/zZFJMHPtTv #Chinas #growth pressure in [----] mainly from weak household #consumption fiscal policy to focus more on boosting consumption senior official https://t.co/zZFJMHPtTv"  
[X Link](https://x.com/MitchellMa83363/status/1871027247349682295)  2024-12-23T02:57Z [--] followers, [---] engagements


"@WatcherBiotech $SWTX"  
[X Link](https://x.com/MitchellMa83363/status/1871208137568706893)  2024-12-23T14:56Z [---] followers, [---] engagements


"$XBI huge volume buy. Tax loss selling done"  
[X Link](https://x.com/MitchellMa83363/status/1871220327533134011)  2024-12-23T15:44Z [--] followers, [---] engagements


"@StockMarketNerd $SWTX"  
[X Link](https://x.com/MitchellMa83363/status/1871220497024684355)  2024-12-23T15:45Z [--] followers, [---] engagements


"The ol walk down the price load up on shares and hike the price target play $MREO Now we move north 👏🏻🔥"  
[X Link](https://x.com/MitchellMa83363/status/1871577828359274766)  2024-12-24T15:25Z [---] followers, [---] engagements


"@Biotech2k1 Stimulus trumps everything. Their problems wont matter if they do release the bazooka fiscal policies theyve been muttering about. $BABA $JD and any consumer stocks that benefit from consumption will do well"  
[X Link](https://x.com/MitchellMa83363/status/1871584443762438480)  2024-12-24T15:51Z [--] followers, [---] engagements


"@Biotech2k1 I also think the math on the buybacks just makes the most sense. $BABA and $JD are retiring their float 6-8% a year. Even if communism is in full effect. Their share prices still get reduced. 1x in [--] years. 5x in [--] years. 10x in [--] years on stock price"  
[X Link](https://x.com/MitchellMa83363/status/1871585434419245164)  2024-12-24T15:55Z [--] followers, [---] engagements


"Honestly just buy $BABA $JD $KWEB $PDD for [----] And thank me next Christmas🎄"  
[X Link](https://x.com/MitchellMa83363/status/1871608512893309293)  2024-12-24T17:26Z [--] followers, [---] engagements


"$MREO next 👏🏻👏🏻 Cantor's list of "Biotech's Resilient Angels": [--] of them got acq. "The industry fluctuates b/w practice-changing breakthroughs & devastating setbacks creating a high-risk high-reward environment for investors & companies alike" Today [---] of [---] Biotechs trading below cash https://t.co/Mq3QCDDUET Cantor's list of "Biotech's Resilient Angels": [--] of them got acq. "The industry fluctuates b/w practice-changing breakthroughs & devastating setbacks creating a high-risk high-reward environment for investors & companies alike" Today [---] of [---] Biotechs trading below cash"  
[X Link](https://x.com/MitchellMa83363/status/1873541832677974231)  2024-12-30T01:29Z [---] followers, [----] engagements


"Yeah so bitcoin is just a highly levered Nasdaq ETF. Convince me otherwise. $SPY $QQQ"  
[X Link](https://x.com/MitchellMa83363/status/1873733326735024304)  2024-12-30T14:10Z [--] followers, [--] engagements


"$SWTX holding the [--] year trend beautifully (the bounce in late october still intact ) Should move towards low-mid 40s"  
[X Link](https://x.com/MitchellMa83363/status/1873785811612950958)  2024-12-30T17:38Z [---] followers, [--] engagements


"$MREO trading in a wide ish trend. Should bounce between $3.35-$4 in the meantime"  
[X Link](https://x.com/MitchellMa83363/status/1873786251612176544)  2024-12-30T17:40Z [---] followers, [---] engagements


"$BABA and $JD will be stagnant until any meaningful catalysts either way. Strong companies with strong fundamentals but a poor market. $HSI has bottomed. Stimulus needs to come QUICKLY to prop their market. If not trade is dead. Buybacks will prop stocks up longterm"  
[X Link](https://x.com/MitchellMa83363/status/1873786598682415608)  2024-12-30T17:41Z [--] followers, [---] engagements


"$IOVA hideous chart. Broke way below [--------] moving averages. However I love buying broken charts. May go lower but I will reverse pyramid in if the chance is given. Its a $25 stock its just when it gets there is anyones guess. Lung cancer data in [----] if good its $50"  
[X Link](https://x.com/MitchellMa83363/status/1873788111270142386)  2024-12-30T17:47Z [--] followers, [---] engagements


"@pawcio2009 $MREO hits first interim $SWTX $IOVA bought out"  
[X Link](https://x.com/MitchellMa83363/status/1874095688507879470)  2024-12-31T14:10Z [---] followers, [---] engagements


"@BourbonCap $ASML will be higher. $BABA too. $HIMS idk. I think growth gets hit hard as rates wont come down. $PYPL is a good bet too"  
[X Link](https://x.com/MitchellMa83363/status/1874290017746702645)  2025-01-01T03:02Z [--] followers, [---] engagements


"@leadlagreport When you say a stock market crash do you have a technical side/percentage you want the market to retrace / blow through"  
[X Link](https://x.com/MitchellMa83363/status/1874485804078420273)  2025-01-01T16:00Z [--] followers, [--] engagements


"@Mr_Derivatives Meh yes and no. This is predicated upon the fact that debt to GDP is sustainable and that the U.S. stays a world superpower. Both of which are more threatened now then ever before. Debt ESPECIALLY"  
[X Link](https://x.com/MitchellMa83363/status/1874486057733124099)  2025-01-01T16:01Z [--] followers, [---] engagements


"Top positions moving forward 2025: $BABA $JD $SWTX $ASND $IOVA $MREO"  
[X Link](https://x.com/MitchellMa83363/status/1874847241455993159)  2025-01-02T15:56Z [---] followers, [---] engagements


"$MREO double the average volume looks like is in the cards for today. Bullish start to the year positioning before data readouts"  
[X Link](https://x.com/MitchellMa83363/status/1874864791090827697)  2025-01-02T17:06Z [---] followers, [---] engagements


"@PickingMyOwn No doubt regardless another missed deadline regarding alvel does speak volumes of management"  
[X Link](https://x.com/MitchellMa83363/status/1874868576001360274)  2025-01-02T17:21Z [---] followers, [---] engagements


"Got a little feeling that this years not gonna be so nice to $SPY and $QQQ"  
[X Link](https://x.com/MitchellMa83363/status/1874871238583279941)  2025-01-02T17:31Z [--] followers, [---] engagements


"Lmao we live in a literal simulation $SPY $QQQ $BTC $ETH $GME"  
[X Link](https://x.com/MitchellMa83363/status/1874871615399600188)  2025-01-02T17:33Z [--] followers, [---] engagements


"@PickingMyOwn Im not disputing the fact that the valuation is suppressed. Im also not saying that the $INSM data didnt change the landscape. However as a CEO you have to garner the trust of your shareholders. This means a lot of things including meeting deadlines. And shes had ample time"  
[X Link](https://x.com/MitchellMa83363/status/1874873055128047957)  2025-01-02T17:39Z [---] followers, [---] engagements


"Are small caps gonna lead the way this year $IWM $MREO $IONQ $SOFI"  
[X Link](https://x.com/MitchellMa83363/status/1875221278258577804)  2025-01-03T16:42Z [---] followers, [---] engagements


"@Biotech2k1 Do you ever focus on purely commercial companies that are ramping sales with maybe a few other products in the pipeline. Examples would be $IOVA $SWTX $ASND They seem MUCH less likely to fail as long as management steers the ship in the right direction"  
[X Link](https://x.com/MitchellMa83363/status/1875325564061675731)  2025-01-03T23:37Z [---] followers, [----] engagements


"@nataninvesting No $JD interesting"  
[X Link](https://x.com/MitchellMa83363/status/1875629972733489541)  2025-01-04T19:46Z [---] followers, [---] engagements


"If you literally just do the opposite of everyone youll demolish the market. Oh dont go long China I will. $JD $BABA Dont buy Latin American stocks because of the macro Nah ill buy compounders $MELI $NU Buy Mag 7s like $AAPL with minimal growth and high PE NAH"  
[X Link](https://x.com/MitchellMa83363/status/1875719417386168731)  2025-01-05T01:42Z [--] followers, [---] engagements


"As this eventually subsides (my guess peaks with Trumps inauguration) Equities from other markets should benefit. $JD $BABA $PDD $NU $MELI And then Canadian oil companies should as well especially with Trudeau leaving soon. Shocking stat of the day: The US dollar is trading 23% above its fair value marking the largest divergence on record according to BofA. The gap has risen by a whopping [--] percentage points over the last [--] years. Over this time the US dollar index $DXY has soared 21% to https://t.co/Fky1W9ZODw Shocking stat of the day: The US dollar is trading 23% above its fair value"  
[X Link](https://x.com/MitchellMa83363/status/1875729734447067143)  2025-01-05T02:23Z [---] followers, [---] engagements


"Canadian oil stocks on the look out with Trudeau gone👏🏻👀 $BTE.TO $CVE.TO. $MEG.TO"  
[X Link](https://x.com/MitchellMa83363/status/1876082354286133546)  2025-01-06T01:44Z [--] followers, [---] engagements


"Everyone seems to forget what happened the last time China went to moderately loose policy the last time was literally post [----] and the markets roared. The CCP has been yelling at you to buy equities without saying buy equities lol. $JD $BABA $PDD"  
[X Link](https://x.com/MitchellMa83363/status/1876298479628320886)  2025-01-06T16:03Z [--] followers, [---] engagements


"$SEDG was such a nuke back at $10-$12 lol. Insiders were buying at $12-$14. Company wasnt going and isnt going bankrupt. Shelling off credits for $45m a piece. All of the rhetoric that Solar is dead and Trump is bad for solar was a lie. These are plays you make 3-5x"  
[X Link](https://x.com/MitchellMa83363/status/1876300380101046599)  2025-01-06T16:10Z [--] followers, [--] engagements


"$SWTX pushing higher👏🏻✨"  
[X Link](https://x.com/MitchellMa83363/status/1876671540135338434)  2025-01-07T16:45Z [---] followers, [---] engagements


"$SWTX interestingvery interesting"  
[X Link](https://x.com/MitchellMa83363/status/1876694409833570766)  2025-01-07T18:16Z [---] followers, [---] engagements


"@drkatz62 @Mr_Derivatives Typical weird cat owner tbh"  
[X Link](https://x.com/MitchellMa83363/status/1877057500014334105)  2025-01-08T18:19Z [--] followers, [--] engagements


"Real convenient if Diddys house burnt down along with the rest of LA and all the files needed to convict these people @AB84 #CTESPN #conspiracytheory #lafires"  
[X Link](https://x.com/MitchellMa83363/status/1877192753529938172)  2025-01-09T03:16Z [--] followers, [---] engagements


"Too many investors are fleeing to safe assets in China. They NEED more consumption stimulus NOW. IF China cares about their economy (they do) they need to bolster the consumer with confidence. Deflation is a massive concern. China is running out of time. $JD $BABA $PDD CHINA'S CENTRAL BANK: SHORT SUPPLY OF TREASURY BONDS LED TO DECISION CHINA'S CENTRAL BANK: SHORT SUPPLY OF TREASURY BONDS LED TO DECISION"  
[X Link](https://x.com/MitchellMa83363/status/1877533734339039509)  2025-01-10T01:51Z [--] followers, [---] engagements


"Lol Oil almost at $80 again. Inflation coming back for sure. Also yen is royally fucked. Oil priced in yen🤣😭 $USD/JPY $OXY $CVX $BTE.TO $MEG.TO $XOM"  
[X Link](https://x.com/MitchellMa83363/status/1877714081416630572)  2025-01-10T13:48Z [--] followers, [---] engagements


"Lmao of course betaville rumor buyout $SWTX"  
[X Link](https://x.com/MitchellMa83363/status/1877806923329712234)  2025-01-10T19:57Z [---] followers, [---] engagements


"$IOVA few tidbits from Stifel call Guidance reiterated sounds confident what are you doing to improve gross margin Sheer volume scale curve for manufacturing and in addition the operational efficiency continues improvement philosophy that were implementing at ictc"  
[X Link](https://x.com/MitchellMa83363/status/1878117438023225391)  2025-01-11T16:31Z [---] followers, [---] engagements


"Interesting model here breaking down $IOVA from @MartinShkreli He used in the original model [----] patients which is extremely conservative. I decided to tweak it based off of what $IOVA said at Stifel presentation of [----] patients. Check it out:"  
[X Link](https://x.com/MitchellMa83363/status/1878134142199562261)  2025-01-11T17:37Z [---] followers, [----] engagements


"@houndcl @MartinShkreli Interesting input ATCs are growing. [--] by year end but I understand what youre saying. Why arent you optimistic about the 1L"  
[X Link](https://x.com/MitchellMa83363/status/1878142363777773820)  2025-01-11T18:10Z [---] followers, [---] engagements


"@houndcl @MartinShkreli What would you assume the % penetration would be if youre not optimistic about 1L but instead 2L"  
[X Link](https://x.com/MitchellMa83363/status/1878150138469724426)  2025-01-11T18:41Z [--] followers, [---] engagements


"$MREO update was as expected first interim missed as expected. Alvelestat deal still hasnt been made but I guess we have to be patient (still). Next catalyst mid year in July. Until then stock may sell off but its a buying opportunity if setru results are ✅"  
[X Link](https://x.com/MitchellMa83363/status/1878482229778698586)  2025-01-12T16:40Z [---] followers, [---] engagements


"JPM conference presentations for my portfolio $SWTX Monday 11:15am - buyout $ASND Monday 8:15am - Yorvipath launch taking off early early revenue skytrofa etc. $DAWN Monday 3:45pm- Ojemda early rev $MREO Thursday 8:15am - Alvel updates hopefully a partnership"  
[X Link](https://x.com/MitchellMa83363/status/1878532045036503223)  2025-01-12T19:58Z [---] followers, [----] engagements


"@houndcl Interesting I want to see increasing launch metrics for Ojemda. I think the company is mispriced. Good for $30 a share. I also think good buyout target. Thoughts on $SWTX and maybe buyout price"  
[X Link](https://x.com/MitchellMa83363/status/1878539843770216665)  2025-01-12T20:29Z [---] followers, [---] engagements


"@Sino_Market Nothing matters until stimulus lmao"  
[X Link](https://x.com/MitchellMa83363/status/1878615344866332999)  2025-01-13T01:29Z [---] followers, [---] engagements


"$JD $BABA $PDD $KWEB $NIO $BIDU Literally NOTHING matters until a stimulus announcement and it has to be an absolute BAZOOKA 🎯 No one trusts China consumers have [--] confidence. Buybacks are good. Lots of cash is good. No debt is good. Low multiples are good. STIMULATE"  
[X Link](https://x.com/MitchellMa83363/status/1878616367555096830)  2025-01-13T01:33Z [---] followers, [----] engagements


"@jmysct0 @Sino_Market They need to bolster consumer confidence. Literally nothing matters until your own people believe you"  
[X Link](https://x.com/MitchellMa83363/status/1878616859731513678)  2025-01-13T01:35Z [---] followers, [--] engagements


"@denisedwheeler @aaron_pet78 Biden is still ur president too🤣"  
[X Link](https://x.com/MitchellMa83363/status/1878627825345007701)  2025-01-13T02:19Z [---] followers, [---] engagements


"$SWTX dip buying opp imo"  
[X Link](https://x.com/MitchellMa83363/status/1878791413707805066)  2025-01-13T13:09Z [---] followers, [---] engagements


"@bradloncar Nah the $UPST guy who didnt know what it did"  
[X Link](https://x.com/MitchellMa83363/status/1878804297829564538)  2025-01-13T14:00Z [---] followers, [---] engagements


"Added $SWTX"  
[X Link](https://x.com/MitchellMa83363/status/1878813489013350860)  2025-01-13T14:36Z [---] followers, [---] engagements


"@Maximus_Holla No $iova"  
[X Link](https://x.com/MitchellMa83363/status/1878826728321438089)  2025-01-13T15:29Z [---] followers, [---] engagements


"@luigidt79 Well biden is in office lmao"  
[X Link](https://x.com/MitchellMa83363/status/1878836214050291789)  2025-01-13T16:07Z [---] followers, [--] engagements


"Time to add $MREO Bottom not in yet"  
[X Link](https://x.com/MitchellMa83363/status/1878837466079326655)  2025-01-13T16:12Z [---] followers, [---] engagements


"@Pharmdca Thoughts on $IOVA new slide deck [--] ATCs online"  
[X Link](https://x.com/MitchellMa83363/status/1878845349168849294)  2025-01-13T16:43Z [---] followers, [---] engagements


"Something isnt adding up with $IOVA and their share price. Either everyone is wrong (usually the case) But the share price is getting demolished on high volume. 25% in a week. Which is worrisome. If they meet the guidance or blow past it look out"  
[X Link](https://x.com/MitchellMa83363/status/1878908954757202091)  2025-01-13T20:56Z [---] followers, [----] engagements


"@ahmedalromaih What do you mean"  
[X Link](https://x.com/MitchellMa83363/status/1878934207243927916)  2025-01-13T22:36Z [---] followers, [---] engagements


"@moniology @SridharSalur @jfais20 Last buy was $6.20"  
[X Link](https://x.com/MitchellMa83363/status/1878951035307454561)  2025-01-13T23:43Z [---] followers, [--] engagements


"$IOVA catching a bid off the Goldman $22 PT reiteration. Well see if it holds but managements tune clearly hasnt changed. $IOVA a high beta stock with an $XBI clearly falling hard seems to be the most plausible solution. Im gonna get ahead of this one and say its a buy here"  
[X Link](https://x.com/MitchellMa83363/status/1879177926593409207)  2025-01-14T14:45Z [---] followers, [---] engagements


"Youll be kicking yourself for not being in it. YOU HAVE stimulus cash no debt growth buybacks dividends. Trump even HINTS at weaker tariffs coupled with massive Chinese stimulus. Years of backwind reversion to the mean. Once in a DECADE trade. $JD $BABA $PDD $KWEB I think many can attest there is no worse feeling as an investor being early and being contrarian. When EVERYTHING is going up and your stocks arent it fucking sucks. However when the tides flip and youre outperforming its awesome. THAT is China this year. $JD $BABA $PDD I think many can attest there is no worse feeling as an"  
[X Link](https://x.com/MitchellMa83363/status/1879188248427409852)  2025-01-14T15:26Z [---] followers, [---] engagements


"$SWTX adding under $35"  
[X Link](https://x.com/MitchellMa83363/status/1879188788913770873)  2025-01-14T15:28Z [---] followers, [---] engagements


"$SWTX weakness attributed to no buyout. Stock was at $37 pre rumours now $34.55 with revenues coming in higher then expectations. Next catalyst is hopeful Mirdametinib approval end of Feb. Long $SWTX as sales ramp continues. Thx @jfais20 for showing this one"  
[X Link](https://x.com/MitchellMa83363/status/1879192234106687662)  2025-01-14T15:41Z [---] followers, [----] engagements


"@BiotechXGuru Youre probably not wrong also not sure if there is an NDA where an acquiring company can see data beforehand if they are purchasing but that would be nice. Ive also seen youve been extremely negative on X about $IOVA and attacking @Pharmdca so not worried about your opinion"  
[X Link](https://x.com/MitchellMa83363/status/1879199648549872072)  2025-01-14T16:11Z [---] followers, [---] engagements


"@semodough $SWTX $ASND $IOVA too"  
[X Link](https://x.com/MitchellMa83363/status/1879249420967141568)  2025-01-14T19:29Z [---] followers, [---] engagements


"Worst day for biotechs ive seen in a while $SWTX $MREO $XBI"  
[X Link](https://x.com/MitchellMa83363/status/1879265048675361186)  2025-01-14T20:31Z [---] followers, [----] engagements


"@Biotech2k1 Thats fair I just think with USD going to be coming down foreign equities will rerate higher. I also think that stimulus will provide a 2-3 year trade that will out perform U.S. equities. Small cap is tough but if you can do it good for you"  
[X Link](https://x.com/MitchellMa83363/status/1879339703708815755)  2025-01-15T01:27Z [---] followers, [--] engagements


"@Biotech2k1 $NU"  
[X Link](https://x.com/MitchellMa83363/status/1879340833172042201)  2025-01-15T01:32Z [---] followers, [--] engagements


"@Biotech2k1 Just added $NU today. Looking to add $MELI . I havent heard of others"  
[X Link](https://x.com/MitchellMa83363/status/1879341518974321099)  2025-01-15T01:35Z [---] followers, [---] engagements


"@MartinShkreli $IOVA a buy or"  
[X Link](https://x.com/MitchellMa83363/status/1879378322817441894)  2025-01-15T04:01Z [---] followers, [---] engagements


"Will the $XBI rally Probs not"  
[X Link](https://x.com/MitchellMa83363/status/1879522573773648123)  2025-01-15T13:34Z [---] followers, [--] engagements


"@Mr_Derivatives He could do it sooner then the March meeting. If thats the case you absolutely need to be long China now or youll miss the rally. Not to mention deflation is expediting their policy implementation"  
[X Link](https://x.com/MitchellMa83363/status/1879535821495361732)  2025-01-15T14:27Z [---] followers, [---] engagements


"@Mr_Derivatives To be fair idrc just gonna leverage long China and Latin America A la $JD $BABA $NU $MELI"  
[X Link](https://x.com/MitchellMa83363/status/1879589511744950595)  2025-01-15T18:00Z [---] followers, [---] engagements


"@Andre_AGTC Why $IOVA replaced"  
[X Link](https://x.com/MitchellMa83363/status/1879892631490371749)  2025-01-16T14:05Z [---] followers, [---] engagements


"I like the strength from $DAWN today. bucking trend. Good earnings Hopefully a buyout candidate for many"  
[X Link](https://x.com/MitchellMa83363/status/1879947965151998299)  2025-01-16T17:44Z [---] followers, [---] engagements


"@BertrandBio $SWTX:)"  
[X Link](https://x.com/MitchellMa83363/status/1880003359597555968)  2025-01-16T21:25Z [---] followers, [----] engagements


"@Mr_Derivatives $JD 👏🏻"  
[X Link](https://x.com/MitchellMa83363/status/1880269449846223076)  2025-01-17T15:02Z [---] followers, [---] engagements


"$DAWN is probs worth $20 ish in this type of $XBI climate. They got relapsed population to target and orphan drug so what. [--] years of shelf life ish Takeover candidate due to strong Ojemda launch. $20-$25 maybe $30 if lucky for buyout"  
[X Link](https://x.com/MitchellMa83363/status/1880318406739783852)  2025-01-17T18:16Z [---] followers, [---] engagements


"Components we have/need We have -Buybacks ✅ -Record cash✅ -Dividends✅ -A friendlier Trump admin so far✅ -No or little debt✅ -Low PEs ✅ - 5% + Growth rates✅ We NEED -Consumer Confidence -Consumption Stimulus -Institutions buying -Multiple expansion -Housing recovery Honestly just buy $BABA $JD $KWEB $PDD for [----] And thank me next Christmas🎄 Honestly just buy $BABA $JD $KWEB $PDD for [----] And thank me next Christmas🎄"  
[X Link](https://x.com/MitchellMa83363/status/1880333943230328889)  2025-01-17T19:18Z [---] followers, [---] engagements


"$JD $BABA $PDD $FUTU $KWEB $HSI $NIO $XPEV Components we have/need We have -Buybacks ✅ -Record cash✅ -Dividends✅ -A friendlier Trump admin so far✅ -No or little debt✅ -Low PEs ✅ - 5% + Growth rates✅ We NEED -Consumer Confidence -Consumption Stimulus -Institutions buying -Multiple expansion -Housing recovery Components we have/need We have -Buybacks ✅ -Record cash✅ -Dividends✅ -A friendlier Trump admin so far✅ -No or little debt✅ -Low PEs ✅ - 5% + Growth rates✅ We NEED -Consumer Confidence -Consumption Stimulus -Institutions buying -Multiple expansion -Housing recovery"  
[X Link](https://x.com/MitchellMa83363/status/1880334049572712799)  2025-01-17T19:19Z [---] followers, [---] engagements


"@jfais20 Is the consensus that Mirdametinib is getting approved for sure For someone who isnt as well versed in reading data was it that much better/safer then competitors And whats the downside if it doesnt get approved"  
[X Link](https://x.com/MitchellMa83363/status/1880363322828288199)  2025-01-17T21:15Z [---] followers, [---] engagements


"I dont think theres a more clear sign of a market top with this crypto gambling going berzerk. Literally the exact same euphoria as NFTs in [----]. $SPY $QQQ have most likely topped or theres one more BLOW OFF top. Staying long $BABA $JD $NU $MELI $PDD and outside US markets"  
[X Link](https://x.com/MitchellMa83363/status/1881098827777884440)  2025-01-19T21:58Z [---] followers, [---] engagements


"@Jake__Wujastyk Market sniffing out a lenient Trump presidency art of the deal coming as Chinas economy is weak theyll open it up to US if Trump does less on tariffs. $BABA $JD $PDD $BIDH gonna benefit greatly. Calling it now greatest trade of the decade. Backwind stimmy. Here. We. Go"  
[X Link](https://x.com/MitchellMa83363/status/1881169182097916352)  2025-01-20T02:37Z [---] followers, [---] engagements


"And there goes the dollar 😉 $NU $MELI $JD $BABA $PDD"  
[X Link](https://x.com/MitchellMa83363/status/1881337735795122346)  2025-01-20T13:47Z [---] followers, [---] engagements


"@TheLongInvest Not quite yet. Need dollar amounts for this needs to be 2-3% of GDP in order to actually instill consumer confidence and move the market. Need specific details"  
[X Link](https://x.com/MitchellMa83363/status/1881652753757622449)  2025-01-21T10:39Z [---] followers, [--] engagements


"$NU slowly chugging along 🚂"  
[X Link](https://x.com/MitchellMa83363/status/1882093256869376271)  2025-01-22T15:49Z [---] followers, [--] engagements


"Looking at $CELH down here want to wait for this quarters earnings as I think itll be an inflection point. Not a bad buy here imo"  
[X Link](https://x.com/MitchellMa83363/status/1882093421831348687)  2025-01-22T15:50Z [---] followers, [---] engagements


"Looks like $VKTX has bottomed"  
[X Link](https://x.com/MitchellMa83363/status/1882093532493885802)  2025-01-22T15:50Z [---] followers, [---] engagements


"$PYPL want to add below $80. Doubt it gets there but if it does im a buyer"  
[X Link](https://x.com/MitchellMa83363/status/1882093591482523989)  2025-01-22T15:50Z [---] followers, [--] engagements


"@hypergrowth102 Literally researching $LMND rn. Pros cons PTs All welcome. Tryna form a thesis here"  
[X Link](https://x.com/MitchellMa83363/status/1882171786197954625)  2025-01-22T21:01Z [---] followers, [---] engagements


"@jrouldz $LMND $BABA $JD"  
[X Link](https://x.com/MitchellMa83363/status/1882195406534410618)  2025-01-22T22:35Z [---] followers, [---] engagements


"@atlasatoshi @thexcapitalist It trades at an absurd premium to bitcoin without any underlying business that actually makes money. Not to mention its highly levered in everyway possible. Stay away"  
[X Link](https://x.com/MitchellMa83363/status/1882523184135860380)  2025-01-23T20:17Z [---] followers, [---] engagements


"@michaelgmcquaid I-think Q4 should be above average. Singles day as well as front loading before CNY and Trumps tariffs were all done in Q4 which not many talk about. Hence analysts also hiking $JD price targets. Wouldnt read too much into buybacks. Done all over 80s. Solid base"  
[X Link](https://x.com/MitchellMa83363/status/1882537932516671896)  2025-01-23T21:16Z [---] followers, [--] engagements


"@JimStocksSports @StockMarketNerd $NU"  
[X Link](https://x.com/MitchellMa83363/status/1882550441441141081)  2025-01-23T22:06Z [---] followers, [--] engagements


"@treavajot Weaker dollar for donny :)"  
[X Link](https://x.com/MitchellMa83363/status/1882812058170966352)  2025-01-24T15:25Z [---] followers, [--] engagements


"@BrianTycangco Longgggg foreign assets $BABA $JD $PDD $MELI $NU"  
[X Link](https://x.com/MitchellMa83363/status/1882830750468456478)  2025-01-24T16:40Z [---] followers, [---] engagements


"@alexxsedlak Nah youll get there for sure. Even if you literally took 50m threw it into S&P 8% money doubles every [--] years. 100m - 200m- 400m-800m in [--] years. Gen wealth. Fam setup. Literally if u just do nothing and USA stays a super power. Any more aggressive strat an youll crush"  
[X Link](https://x.com/MitchellMa83363/status/1882885936310333889)  2025-01-24T20:19Z [---] followers, [---] engagements


"@Biotech2k1 Gonna disagree with you here. Diversification is for the uneducated. Buffett literally said if he had a million bucks hed achieve 100% returns a year no problem. DruckSoros bet big. Small amounts of diversification. Find risk reward where you lose little but gain big"  
[X Link](https://x.com/MitchellMa83363/status/1882906251698561134)  2025-01-24T21:40Z [---] followers, [--] engagements


"@Biotech2k1 No Im not but if you reverse pyramid into positions with tight stops while building out full positions. Your loss rate will be higher but win percentage in $ value will be much bigger. A portfolio of 6-8 stocks is plenty"  
[X Link](https://x.com/MitchellMa83363/status/1882909831385976845)  2025-01-24T21:54Z [---] followers, [--] engagements


"@Biotech2k1 Buffett also has literally said if you know nothing you diversify lol. Average person diversifies. Buys the index etc. If you are not average then it makes sense to pick 5-6 very well thought out bets. Problem is very few have the intelligence time and skill to execute"  
[X Link](https://x.com/MitchellMa83363/status/1882910346488558061)  2025-01-24T21:56Z [---] followers, [--] engagements


"In the meantime while the dust settles were left with $BABA being cheap tons of cash no debt cloud growing triple digits for past [--] quarters and a moderate tariff stance for now. Oh and PBOC most likely dropping the biggest stimulus package in history. $JD $PDD $KWEB $BIDU"  
[X Link](https://x.com/MitchellMa83363/status/1883910983883907527)  2025-01-27T16:12Z [---] followers, [---] engagements


"Something tells me buying $CELH right now is probably as close to a bottom as youre going to get as long as management doesnt absolutely botch the quarter. This thing is as hated as Ive ever seen low volume and bottomed out. Anything positive and its right to $40"  
[X Link](https://x.com/MitchellMa83363/status/1884264668828688730)  2025-01-28T15:37Z [---] followers, [----] engagements


"@Jake__Wujastyk Gonna either assume $AMD or $CELH"  
[X Link](https://x.com/MitchellMa83363/status/1884578921343070218)  2025-01-29T12:26Z [---] followers, [---] engagements


"@BourbonCap Thoughts on $CELH"  
[X Link](https://x.com/MitchMartan98/status/1884985394804162931)  2025-01-30T15:21Z [---] followers, [----] engagements


"$JD $BABA $PDD $NU $MELI $KWEB"  
[X Link](https://x.com/MitchellMa83363/status/1885003274329210897)  2025-01-30T16:32Z [---] followers, [---] engagements


"What people have to realize is its not just $BABA moving. Its the entire chinese equity market. This is a rotation out of U.S. companies into cheaper alternatives with better growth no debt cash AI stimulus buybacks everything. The big boys arent even positioned. $JD $PDD"  
[X Link](https://x.com/MitchellMa83363/status/1885037218999525396)  2025-01-30T18:47Z [---] followers, [---] engagements


"@StockMarketNerd Well put Brad"  
[X Link](https://x.com/MitchellMa83363/status/1885039633295139241)  2025-01-30T18:57Z [---] followers, [---] engagements


"$BABA $JD $PDD $KWEB Still looking for - Economic Recovery - AI growth (BABA) - Guidance - buybacks / return of capital to shareholders - Multiple Expansion - Stimulus - Consumer confidence/recovery. These all have 25% + CASH on their balance sheets"  
[X Link](https://x.com/MitchellMa83363/status/1885040184078504431)  2025-01-30T18:59Z [---] followers, [---] engagements


"Story line: Trade Sidney Crosby to the Washington Capitals Ovi breaks the great ones scoring record with Sid assisting on it. They win one final cup together. Greatest storyline in hockey history. Ratings through the roof @NHL make it happen. @BizNasty2point0 @ryanwhitney6"  
[X Link](https://x.com/MitchellMa83363/status/1885360632943333881)  2025-01-31T16:12Z [---] followers, [---] engagements


"Keep an eye on China & Latin America here. Rotation. $JD $BABA $MELI $NU"  
[X Link](https://x.com/MitchellMa83363/status/1885370909667537253)  2025-01-31T16:53Z [---] followers, [---] engagements


"@chrispblair @TheLongInvest Chinas been on track for a while they have a population of [---] billion. This has nothing to do with Trump😂 Not to mention theres no proof whatsoever. The U.S. dollar has literally never been stronger. And the saudis said a minimum investment of [---] billion"  
[X Link](https://x.com/MitchellMa83363/status/1886107151816380889)  2025-02-02T17:39Z [---] followers, [--] engagements


"Is $OSCR about to pull a $HIMS Earnings today some insane growth lots of cash Trumps son in law is the founder🧐"  
[X Link](https://x.com/MitchellMa83363/status/1886824775864987879)  2025-02-04T17:10Z [---] followers, [---] engagements


"$NU straight up got the nicest YTD chart Ive ever seen Besides $HIMS"  
[X Link](https://x.com/MitchellMa83363/status/1887177856788078893)  2025-02-05T16:33Z [---] followers, [---] engagements


"$OSCR sitting at support. Either holds trendline or doesnt and goes lower. Waiting patiently to add more or a recovery"  
[X Link](https://x.com/MitchellMa83363/status/1887546367062524195)  2025-02-06T16:58Z [---] followers, [---] engagements


"No one gonna talk about the Hang Seng going absolutely nuclear this week $HSI $BABA $JD $PDD"  
[X Link](https://x.com/MitchellMa83363/status/1887705038111260727)  2025-02-07T03:28Z [---] followers, [---] engagements


"Trump literally sees China equities ripping and just mentions tariffs lmao. $BABA $JD $PDD $HSI too bad were in a bull market"  
[X Link](https://x.com/MitchellMa83363/status/1887893129400836262)  2025-02-07T15:56Z [---] followers, [---] engagements


"@BrianTycangco Reciprocal Tariffs gains wiped"  
[X Link](https://x.com/MitchellMa83363/status/1887906370239762893)  2025-02-07T16:48Z [---] followers, [--] engagements


"@zoomyzoomm No doubt but it also sparks fears in an already fragile psyche for investors. Trade wars arent good and the market is very jittery on any mention of the word tariffs. Cheap can stay cheap very very long if people are scared to buy. IE last [--] years in China"  
[X Link](https://x.com/MitchellMa83363/status/1887908042647171113)  2025-02-07T16:55Z [---] followers, [---] engagements


"Portfolio allocations: SOLD $DAWN and $SWTX LONG $NBIS- 15% of portfolio $PDD- 5% of portfolio (want much higher exposure) $BABA - 30% of portfolio $JD- 25% of portfolio $BIDU - 15% of portfolio $LMND - 10% of portfolio"  
[X Link](https://x.com/MitchellMa83363/status/1889090962615304333)  2025-02-10T23:15Z [---] followers, [---] engagements


"@zoomyzoomm Thank you I added more $PDD and $BIDU today. Already full on $JD and $BABA Its between $KWEB and $FUTU rn or diversify into US with $AMD Sold all $NU so now just have cash for China pullback im hoping comes. Honestly might even go more $PDD"  
[X Link](https://x.com/MitchellMa83363/status/1889395842253201769)  2025-02-11T19:27Z [---] followers, [---] engagements


"@zoomyzoomm Agreed. However looking for buybacks from both $PDD and $BIDU If they do then ill be extremely happy. Not to mention Tepper Soros Dalio Burry own most if not all. $BIDU half of market cap is cash which is just insane"  
[X Link](https://x.com/MitchellMa83363/status/1889396716715254139)  2025-02-11T19:30Z [---] followers, [---] engagements


"@zoomyzoomm @MeritechCapital @BessemerVP Imo $PDD is a great company and growing like crazy but have to navigate the headwinds management mentioned (no doubt they will but watching closely) $BABA and $BIDU are more about AI implementation and competing against America (super important for China as a whole)"  
[X Link](https://x.com/MitchellMa83363/status/1889604120601874602)  2025-02-12T09:15Z [---] followers, [---] engagements


"@BrianTycangco made a great point. Instilling confidence in investors/businesses is critical at this moment in time for China. Equities are owned by people who have faith in the system. This is a massive sentiment shift $KWEB $PDD $FUTU $HSI $BEKE $TCEHY $BABA $JD $NIO #Property developer China #Vanke's stocks bonds rally on report of govt funding support https://t.co/JwtKmTipLr #Property developer China #Vanke's stocks bonds rally on report of govt funding support https://t.co/JwtKmTipLr"  
[X Link](https://x.com/MitchellMa83363/status/1889634578442096696)  2025-02-12T11:16Z [---] followers, [---] engagements


"@DarioCpx Or he thinks a China recovery is inevitable when the CCP has been injecting stimulus and the consumer/property market is showing signs of life again. Not to mention the March meeting and the greatest AI in the world"  
[X Link](https://x.com/MitchellMa83363/status/1889638742966534415)  2025-02-12T11:32Z [---] followers, [---] engagements


"@zoomyzoomm I think so. Although I think they have a blowout quarter. Subsidies + Appliance sales skyrocketed"  
[X Link](https://x.com/MitchellMa83363/status/1889696496683016668)  2025-02-12T15:22Z [---] followers, [---] engagements

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