# ![@chaotropy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1810582250876289024.png) @chaotropy Chaotropy

Chaotropy posts on X about $derm, ai, $eltx, $rvmd the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1810582250876289024/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1810582250876289024/c:line/m:interactions.svg)

- [--] Week [-------] +26%
- [--] Month [-------] +1,601%
- [--] Months [-------] -86%
- [--] Year [---------] +18%

### Mentions: [--] [#](/creator/twitter::1810582250876289024/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1810582250876289024/c:line/m:posts_active.svg)

- [--] Week [--] +39%
- [--] Month [--] -80%
- [--] Months [---] +255%
- [--] Year [---] +517%

### Followers: [---] [#](/creator/twitter::1810582250876289024/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1810582250876289024/c:line/m:followers.svg)

- [--] Week [---] +2.30%
- [--] Month [---] +7.40%
- [--] Months [---] +161%
- [--] Year [---] +467%

### CreatorRank: [---------] [#](/creator/twitter::1810582250876289024/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1810582250876289024/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  52% [finance](/list/finance)  17% [technology brands](/list/technology-brands)  8% [countries](/list/countries)  5% [luxury brands](/list/luxury-brands)  3% [fashion brands](/list/fashion-brands)  3% [cryptocurrencies](/list/cryptocurrencies)  3%

**Social topic influence**
[$derm](/topic/$derm) #1, [ai](/topic/ai) 13%, [$eltx](/topic/$eltx) #1, [$rvmd](/topic/$rvmd) #6, [in the](/topic/in-the) 7%, [$abvx](/topic/$abvx) #70, [$hims](/topic/$hims) #272, [journey medical corporation](/topic/journey-medical-corporation) #1, [$qure](/topic/$qure) #27, [$kymr](/topic/$kymr) #9

**Top accounts mentioned or mentioned by**
[@usfda](/creator/undefined) [@drmakaryfda](/creator/undefined) [@expatdave34](/creator/undefined) [@eliciotxs](/creator/undefined) [@cluelessbio](/creator/undefined) [@anthropicais](/creator/undefined) [@avidresearch](/creator/undefined) [@peterjbeck](/creator/undefined) [@ssampson60391](/creator/undefined) [@yodastockinvest](/creator/undefined) [@thexcapitalist](/creator/undefined) [@am57568836](/creator/undefined) [@alexandrg1980](/creator/undefined) [@jfais20](/creator/undefined) [@kymeratx](/creator/undefined) [@cybersethrolls](/creator/undefined) [@alc2022](/creator/undefined) [@nithyashrii](/creator/undefined) [@eliciotx](/creator/undefined) [@palisadebio](/creator/undefined)

**Top assets mentioned**
[Journey Medical Corporation (DERM)](/topic/$derm) [Elicio Therapeutics, Inc. (ELTX)](/topic/$eltx) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Abivax SA (ABVX)](/topic/$abvx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [uniQure N.V. (QURE)](/topic/$qure) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Powell Industries Inc (POWL)](/topic/$powl) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Eli Lilly and Company (LLY)](/topic/$lly) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tempus AI, Inc. (TEM)](/topic/$tem) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Datadog Inc (DDOG)](/topic/$ddog) [Snowflake Inc. (SNOW)](/topic/$snow) [Now Coin (NOW)](/topic/$now)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The cat is alive and purrs. 🐱 Dead cat bounce Dead cat bounce"  
[X Link](https://x.com/chaotropy/status/2019822442752197053)  2026-02-06T17:16Z [---] followers, [---] engagements


"Thank you @US_FDA for taking action against companies like $HIMS. For patient safety there shouldn't be mass-marketed drugs on the market that haven't gone through a rigorous approval process. Plus patent protection is the foundation of medical innovation. Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar https://t.co/2KMBRodPvV Today the FDA is announcing its intent to"  
[X Link](https://x.com/chaotropy/status/2020026519448584337)  2026-02-07T06:47Z [---] followers, [---] engagements


"One of the funniest things about this guy from quasi-socialist Spain (apparently without any background in healthcare) is how confident he is that he knows the US system better than everyone else. Dunning-Kruger effect par excellence. $hims $HIMS versus pharma is going to make $UBER versus taxis look like Cinderella. This is the biggest disruption story since the foundation of the United States. $HIMS versus pharma is going to make $UBER versus taxis look like Cinderella. This is the biggest disruption story since the foundation of the United States"  
[X Link](https://x.com/chaotropy/status/2020496746401714391)  2026-02-08T13:55Z [---] followers, [---] engagements


"You have every right to defend what is rightfully yours. The protection of intellectual property is the foundation of medical innovation and selling compounded drugs without formal approval might endanger patients. The "evil pharma" clich is tired. About 90% of clinical drug candidates fail. The few successful ones must cover those losses during a short patent window. Don't hate the player hate the game. Who brought us the miracles of medical innovation Pharma and biotech companies like Novo Nordisk funded by investors willing to take the risk. The system is far from perfect. What would the"  
[X Link](https://x.com/chaotropy/status/2020860634217288188)  2026-02-09T14:01Z [---] followers, [---] engagements


"I do not like the term "therapeutic cancer vaccine." For most people the word "vaccine" implies something prophylactic rather than therapeutic. They associate it with the flu shot where one can still get the flu despite vaccination. However therapeutic cancer vaccines like $ELTX's ELI-002 are entirely different. They are sophisticated immune therapies designed to induce a targeted response against a cancer that has already escaped the immune system. Let us use a different name such as "immune induction therapy" or something that better reflects the advanced nature of this approach."  
[X Link](https://x.com/chaotropy/status/2020970243938513345)  2026-02-09T21:17Z [---] followers, [---] engagements


"This thread aged especially well after rezpeg maintenance data in AD published by $NKTR today. Really worth reading It might sound a bit crazy at first but it is scientifically quite accurate. @cluelessbio $nktr $crvs Long thread that explains mechanistically and empirically why rezpeg is the most elegant and likely safest approach to controlling Th2 driven diseases. Starting with worms. 1/13 $nktr $crvs Long thread that explains mechanistically and empirically why rezpeg is the most elegant and likely safest approach to controlling Th2 driven diseases. Starting with worms. 1/13"  
[X Link](https://x.com/chaotropy/status/2021247571432296950)  2026-02-10T15:39Z [---] followers, [---] engagements


"Anyone who feared an AI bubble (including me) should reevaluate since the release of @AnthropicAI's Claude Opus [---]. This changes everything. Its almost magic"  
[X Link](https://x.com/chaotropy/status/2021450360410472940)  2026-02-11T05:04Z [---] followers, [---] engagements


"Just (re-)opened positions in $TEM and $TENX"  
[X Link](https://x.com/chaotropy/status/2021671708080455760)  2026-02-11T19:44Z [---] followers, [---] engagements


"Journey Medical Corp. $DERM is up almost 20% since I published this article (link below). 🚀"  
[X Link](https://x.com/chaotropy/status/1886461233253040637)  2025-02-03T17:06Z [---] followers, [---] engagements


"This is great news as $DERM's Emrosi is on its way to becoming the gold standard for moderate-to-severe rosacea. "Administration of DFD-29 for [--] weeks had no detectable effects on skin GI tract or vaginal microflora and was well tolerated in healthy adults reinforcing its potential as a therapeutic option in moderate-to-severe rosacea." Journey Medical Corp. $DERM is up almost 20% since I published this article (link below). 🚀 https://t.co/AL6llhe1yu Journey Medical Corp. $DERM is up almost 20% since I published this article (link below). 🚀 https://t.co/AL6llhe1yu"  
[X Link](https://x.com/chaotropy/status/1998750649614229946)  2025-12-10T13:44Z [---] followers, [---] engagements


"@jfais20 Yes I am long $DERM since [----]. My thesis from January [----] below: https://open.substack.com/pub/chaotropy/p/journey-medical-corporation-why-it-might-be-worth-having-a-skin-in-this-gamer=6gqh0d&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/chaotropy/p/journey-medical-corporation-why-it-might-be-worth-having-a-skin-in-this-gamer=6gqh0d&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/chaotropy/status/2014620506360602928)  2026-01-23T08:45Z [---] followers, [--] engagements


"I might die on this hill but I am convinced $RVMD remaining independent creates the most value in the long term. I am adding more. @avidresearch Myopia. $RVMD should try to avoid a BO in my opinion. @avidresearch Myopia. $RVMD should try to avoid a BO in my opinion"  
[X Link](https://x.com/chaotropy/status/2015653681547350342)  2026-01-26T05:11Z [---] followers, [----] engagements


"Maybe an interesting setting for $KYMR: The recent PNAS paper by Barbacid et al. highlights an opportunity for a triple blockade in pancreatic cancer targeting KRAS ($RVMD's daraxonrasib) EGFR (afatinib) and STAT3 (SD36). While daraxonrasib acts as the backbone the mouse data indicates that degrading STAT3 is likely essential to prevent resistance loops. The study used SD36 a preclinical PROTAC yet $KYMR's KT-333 is currently the only STAT3 degrader in clinical trials with human safety and PK/PD data. Although KT-333s validation has been in hematologic malignancies so far combining it with"  
[X Link](https://x.com/chaotropy/status/2016546997264666696)  2026-01-28T16:20Z [---] followers, [---] engagements


"Turns out endoscopically cooking the mucosa of our $GUTS isnt a valid approach to treating obesity. Big surprise"  
[X Link](https://x.com/chaotropy/status/2016908558437118355)  2026-01-29T16:17Z [---] followers, [---] engagements


"@cybersethrolls The key component in Barbacid's combination therapy is $RVMD's daraxonrasib which is the first sufficient mKRAS inhibitor to treat pancreatic cancer. The real breakthrough did not happen in Spain but in California"  
[X Link](https://x.com/chaotropy/status/2017648820113322048)  2026-01-31T17:18Z [---] followers, [---] engagements


"You clearly have no idea what youre talking about right The key component in Barbacids combination therapy is daraxonrasib which is the lead candidate of the California-based biotech company Revolution Medicines. The real breakthrough happened in Revolutions labs years ago. $RVMD By the way: none of the three compounds Barbacid used was discovered/invented or developed in Spain. PDAC has a [--] year survival rate of 13% in the US which is the highest in the world. https://twitter.com/i/web/status/2018574421493952693 https://twitter.com/i/web/status/2018574421493952693"  
[X Link](https://x.com/chaotropy/status/2018574421493952693)  2026-02-03T06:37Z [---] followers, [--] engagements


"Barbacid did not discover/invent any of the three substances he used to treat PDAC in his mouse model. The key component of the regimen he identified is daraxonrasib which is the lead candidate of the California-based biotech company Revolution Medicines. Fund $RVMD their research will revolutionize the treatment of pancreatic cancer. https://twitter.com/i/web/status/2018760476398645757 https://twitter.com/i/web/status/2018760476398645757"  
[X Link](https://x.com/chaotropy/status/2018760476398645757)  2026-02-03T18:56Z [---] followers, [---] engagements


"AI can code yes. But that doesnt mean all enterprise customers will suddenly start vibe coding their own software overnight. I just bought $PLTR $SNOW $DDOG and $NOW. I hate to admit it but I even bought $DUOL. Fortes fortuna adiuvat. The whole SaaS drama is actually not that complex. Just five years ago enterprise software companies were fighting to hire the best programmers fresh out of university paying them hundreds of thousands of dollars to write and adapt mostly boilerplate code. This investment The whole SaaS drama is actually not that complex. Just five years ago enterprise software"  
[X Link](https://x.com/chaotropy/status/2019442567591477632)  2026-02-05T16:06Z [---] followers, [---] engagements


"This probably aged well $HIMS @alc2022 And thats exactly why $HIMS will be under $10 by [----]. @alc2022 And thats exactly why $HIMS will be under $10 by 2027"  
[X Link](https://x.com/chaotropy/status/2019543308536881384)  2026-02-05T22:47Z [---] followers, [---] engagements


"To those who panic sold $RKLB in the last few days: do yourself a favor and stay out. This is not a stock for everyone. $RKLB at its current valuation is ultimately in my opinion a binary bet on Neutron. Dont listen to those who tell you that large rocket launches will commoditize soon or that building a huge rocket isnt a major engineering challenge. Nobody has ever built a commercially useful reliable partially reusable rocket made of carbon composite material that can deliver [--] metric tons to LEO and more than a metric ton to Mars. This is a major challenge and won't be a smooth ride. So"  
[X Link](https://x.com/chaotropy/status/2019768084064600262)  2026-02-06T13:40Z [---] followers, [---] engagements


"I know the perma-bullish finfluencers who pumped $DUOL for months while the stock tanked were annoying. However I believe this sell-off might now be overdone and I started a position in $DUOL yesterday. Yes AI might eventually make speaking different languages obsolete. But was Duolingo really ever about being able to speak Spanish fluently Charlemagne said "To have another language is to possess a second soul." Learning languages is about fun personal development and discovery. Duolingo optimizes daily habits and leverages AI to elevate that experience. Claiming AI will kill Duolingo today"  
[X Link](https://x.com/chaotropy/status/2019773542657585222)  2026-02-06T14:01Z [---] followers, [---] engagements


"@ExpatDave34 Which ones ✨"  
[X Link](https://x.com/chaotropy/status/2019811778159681838)  2026-02-06T16:33Z [---] followers, [--] engagements


"I see no valuation asymmetry favoring $CRVS. $KYMR is arguably the leader in Targeted Protein Degradation and is capable of drugging targets long considered "undruggable". This extends far beyond AD. In contrast $CRVS is effectively a binary bet on a single ITK inhibitor (soquelitinib). $KYMR offers a revolutionary platform that could potentially be leveraged across numerous autoimmune and oncological indications and $CRVS remains a single-asset story. https://twitter.com/i/web/status/2020038222877757846 https://twitter.com/i/web/status/2020038222877757846"  
[X Link](https://x.com/chaotropy/status/2020038222877757846)  2026-02-07T07:33Z [---] followers, [---] engagements


"Some $HIMS bagholders on this platform are now trying to shift the narrative towards a David vs. Goliath framing: $HIMS against big pharma. Evil big pharma is an old and boring clich. Around 10% of drugs entering clinical Phase [--] reach approval. That means around 90% fail. That means that all the investments in the development of these drugs generate zero return. And when a drug finally does get approved patent protection often only lasts for a handful of years during which all the investments have to be earned back. Nowhere is the saying "don't hate the player hate the game" more accurate"  
[X Link](https://x.com/chaotropy/status/2020090968020599263)  2026-02-07T11:03Z [---] followers, [---] engagements


"@Nithya_Shrii Everybody has a Rolex these days"  
[X Link](https://x.com/chaotropy/status/2021139760283103532)  2026-02-10T08:30Z [---] followers, [--] engagements


"I see a lot of posts about the stars of space technology such as $RKLB (which I bought in June [--] and still hold I love this company). But why is everybody forgetting $FEIM This company was already a leader in space technology when @Peter_J_Beck wasnt even born and even before the first men landed on the moon. They also built the precision timers for the Voyager mission. 🛰 $FEIM: From Voyager To The Space Economy https://t.co/eK0JgbEt50 $FEIM: From Voyager To The Space Economy https://t.co/eK0JgbEt50"  
[X Link](https://x.com/chaotropy/status/2012904822513570039)  2026-01-18T15:08Z [---] followers, [----] engagements


"Just published my new article @ElicioTxs Therapeutic Vaccine For Pancreatic Cancer: A Revolution Hidden In Plain Sight (free link in comments). $ELTX"  
[X Link](https://x.com/chaotropy/status/2015427208563626242)  2026-01-25T14:11Z [---] followers, [----] engagements


"Everybody is talking about $RVMD's mRAS inhibitor platform but no one is talking about $ELTX's therapeutic mKRAS vaccine platform. That could change with the AMPLIFY-7P readout in H1 [----]. @ElicioTx Just published my new article @ElicioTxs Therapeutic Vaccine For Pancreatic Cancer: A Revolution Hidden In Plain Sight (free link in comments). $ELTX https://t.co/XZw5xVW4I9 Just published my new article @ElicioTxs Therapeutic Vaccine For Pancreatic Cancer: A Revolution Hidden In Plain Sight (free link in comments). $ELTX https://t.co/XZw5xVW4I9"  
[X Link](https://x.com/chaotropy/status/2015873211771113959)  2026-01-26T19:43Z [---] followers, [----] engagements


"$ELTX's AMPLIFY-201 Phase [--] trial for ELI-002 in pancreatic cancer exclusively enrolled patients with minimal residual disease (MRD+) defined as those still testing positive for ctDNA or biomarkers after undergoing chemotherapy and surgery. This MRD+ subgroup is known for an immense risk of relapse. The trial achieved a median relapse-free survival (RFS) of [-----] months in this population which stands out against historical data on similar ctDNA+ patients. For instance Groot et al. in [----] reported a median RFS of approximately [--] months post-surgery in ctDNA+ patients while Botta et al. in"  
[X Link](https://x.com/chaotropy/status/2016878943312199772)  2026-01-29T14:19Z [---] followers, [---] engagements


"Either this guy has no idea what he is talking about or he is intentionally trying to misinform. Since AMPLIFY-201 recruited exclusively patients with minimal residual disease (MRD+) $ELTX correctly set the "bar for comparison" at 5-7 months median RFS. The idea to compare this cohort to PRODIGE [--] is utter nonsense since that trial enrolled patients regardless of MRD status. In reality AMPLIFY-201 achieved an impressive median RFS of [-----] months in an MRD+ cohort. For context Groot et al. (2019) reported a median RFS of approximately [--] months post-surgery in MRD+ patients while Botta et al."  
[X Link](https://x.com/chaotropy/status/2017637350587641980)  2026-01-31T16:33Z [---] followers, [---] engagements


"Either you have no idea what you are talking about or you are intentionally trying to misinform. Since AMPLIFY-201 recruited exclusively patients with minimal residual disease (MRD+) $ELTX correctly set the "bar for comparison" at 5-7 months median RFS. The idea to compare this cohort to PRODIGE [--] is utter nonsense since that trial enrolled patients regardless of MRD status. In reality AMPLIFY-201 achieved an impressive median RFS of [-----] months in an MRD+ cohort. For context Groot et al. (2019) reported a median RFS of approximately [--] months post-surgery in MRD+ patients while Botta et al."  
[X Link](https://x.com/chaotropy/status/2017637655987544235)  2026-01-31T16:34Z [---] followers, [--] engagements


"Just published my new article The Scientific Case for a Revolution Medicines and Kymera Therapeutics Partnership (free link in comments). Recent research from Mariano Barbacids lab demonstrates that simultaneously inhibiting KRAS EGFR and STAT3 leads to durable pancreatic cancer eradication in mice. These findings might provide a biological rationale for a partnership between $RVMD and $KYMR. https://twitter.com/i/web/status/2018018805650223520 https://twitter.com/i/web/status/2018018805650223520"  
[X Link](https://x.com/chaotropy/status/2018018805650223520)  2026-02-01T17:49Z [---] followers, [---] engagements


"https://www.chaotropy.com/the-scientific-case-for-a-revolution-medicines-and-kymera-therapeutics-partnership/ https://www.chaotropy.com/the-scientific-case-for-a-revolution-medicines-and-kymera-therapeutics-partnership/"  
[X Link](https://x.com/chaotropy/status/2018019045706973570)  2026-02-01T17:50Z [---] followers, [---] engagements


"Believe me I hated this bull market but this sell-off is kind of funny. If AI will soon make all SaaS obsolete then AI is clearly no bubble. And if not there is no reason to panic-sell SaaS stocks. The SaaS layer has been deeply embedded in enterprises for years and I seriously doubt that this moat will vanish overnight. Once again the market is treating the supposed victim of a new technology in this case SaaS as helpless and passive. $PLTR $SNOW $NOW $CRM and their peers employ a lot of brilliant people. Can you really rule out the possibility that they simply adapt if there is a real"  
[X Link](https://x.com/chaotropy/status/2019497132193984705)  2026-02-05T19:43Z [---] followers, [---] engagements


"The biotech / pharma / medtech stocks I currently hold: $ELTX $ABVX $QURE $RVMD $NKTR $KYMR $DERM $PALI $CMOPF $VSTM $BBOT $PRME $CLPT This list is in no particular order"  
[X Link](https://x.com/chaotropy/status/2019786173376332209)  2026-02-06T14:52Z [---] followers, [----] engagements


"Thank you Mr. Market $PLTR Believe me I hated this bull market but this sell-off is kind of funny. If AI will soon make all SaaS obsolete then AI is clearly no bubble. And if not there is no reason to panic-sell SaaS stocks. The SaaS layer has been deeply embedded in enterprises for years and I Believe me I hated this bull market but this sell-off is kind of funny. If AI will soon make all SaaS obsolete then AI is clearly no bubble. And if not there is no reason to panic-sell SaaS stocks. The SaaS layer has been deeply embedded in enterprises for years and I"  
[X Link](https://x.com/chaotropy/status/2019822796495581380)  2026-02-06T17:17Z [---] followers, [---] engagements


"Some $HIMS bagholders on this platform are now trying to shift the narrative towards a David vs. Goliath framing: $HIMS against big pharma. Evil big pharma is an old and boring clich. Around 10% of drugs entering clinical Phase [--] reach approval. That means roughly 90% fail. All the investments in the development of those drugs generate zero return. And when a drug finally does get approved patent protection often only lasts for a handful of years during which all the development costs have to be earned back. Nowhere is the saying "don't hate the player hate the game" more fitting than in"  
[X Link](https://x.com/chaotropy/status/2020100009333571743)  2026-02-07T11:39Z [---] followers, [---] engagements


"What is the best risk/reward play on upcoming mKRAS-targeted therapies for Pancreatic Cancer (PDAC) $ELTX $RVMD $VSTM $BBOT ELTX RVMD BBOT VSTM ELTX RVMD BBOT VSTM"  
[X Link](https://x.com/chaotropy/status/2020910707076669747)  2026-02-09T17:20Z [---] followers, [---] engagements


"Yes governments could take this role. But then you would need some process or mechanism to distribute the resources for this. This would likely include proposals applications a peer-reviewed process and a lot of bureaucracy. I very much doubt that this will increase innovation. Capitalism and freedom evidently work better for funding innovation. I will ignore the out-of-context connection to US foreign policy and geopolitics. https://twitter.com/i/web/status/2021131715029213638 https://twitter.com/i/web/status/2021131715029213638"  
[X Link](https://x.com/chaotropy/status/2021131715029213638)  2026-02-10T07:58Z [---] followers, [--] engagements


"@SSampson60391 $ELTX. I really love the approach and the science and it would be just wonderful if ELI-002 succeeds in AMPLIFY-7P. At the same time $ELTX is by far my riskiest position a clearly binary bet on the ongoing Phase [--] study"  
[X Link](https://x.com/chaotropy/status/2021239343537361016)  2026-02-10T15:06Z [---] followers, [--] engagements


"Real food and physical exercise are the way to make America healthy again not "personalized" weight loss drugs "cancer tests" or supplements pushed by companies like $HIMS. The health gap exists because wealthy people can afford a healthier diet and lifestyle not because they take more drugs or supplements. Eat Real Food this Super Bowl Sunday. https://t.co/6qbmj5bEVu Eat Real Food this Super Bowl Sunday. https://t.co/6qbmj5bEVu"  
[X Link](https://x.com/chaotropy/status/2020840639085125949)  2026-02-09T12:42Z [---] followers, [---] engagements


"Spent half my weekend trying to simulate the diffusion of activated PALI-2108 (PALI-0008) into the colonic wall in FSCD. Turned out to be very complex (big surprise) and my assumptions and model are likely wrong. What I tried: 1D reaction-diffusion model of drug penetrating through the colonic wall layer by layer (mucosa submucosa muscularis subserosa). Each layer has its own diffusivity and vascular clearance rate. Fibrotic walls are thicker with reduced diffusivity. Tissue binding (BR300 mostly non-specific) massively slows penetration. The plot shows steady-state free drug concentration"  
[X Link](https://x.com/chaotropy/status/2020966894002463079)  2026-02-09T21:03Z [---] followers, [---] engagements


"$NKTR 🎯 Props to @A_May_MD The biotech / pharma / medtech stocks I currently hold: $ELTX $ABVX $QURE $RVMD $NKTR $KYMR $DERM $PALI $CMOPF $VSTM $BBOT $PRME $CLPT This list is in no particular order. The biotech / pharma / medtech stocks I currently hold: $ELTX $ABVX $QURE $RVMD $NKTR $KYMR $DERM $PALI $CMOPF $VSTM $BBOT $PRME $CLPT This list is in no particular order"  
[X Link](https://x.com/chaotropy/status/2021235180694872159)  2026-02-10T14:49Z [---] followers, [---] engagements


"Headline from todays Swiss @NZZ on Cosmo Pharmaceuticals Clascoterone (Breezula): "A hair growth treatment with best-seller potential." $CMOPF"  
[X Link](https://x.com/chaotropy/status/2021242011618066821)  2026-02-10T15:17Z [---] followers, [---] engagements


"Ok so now some market participants assume that the terminal value of all software nears zero because @AnthropicAI's Claude Opus [---] can write amazing code (it really can). Over the last decade increasingly extreme narratives have driven the stock market (remember the DeepSeek panic a year ago). And to be fair: the underlying idea is not necessarily wrong. It may very well be the case that SaaS in its current form has not much value in [--] years. But the market reaction implies two things that don't add up. First that all these SaaS companies with their highly selected workforces will simply"  
[X Link](https://x.com/chaotropy/status/2022028341935587604)  2026-02-12T19:21Z [---] followers, [---] engagements


"If you liked $POWL before you might love it now as it might be a sharp infrastructure play on a recovery of Venezuelan oil production. $POWL manufactures the custom Power Control Rooms and switchgear essential to re-electrify the fields before pumping can surge to historic levels.⚡ Free link to my original thesis (February 2025) in the comments. Powell Industries: Rooted in the oil boom ready for the AI revolution - A thread 🧵 $POWL is poised to benefit from the growing need for sophisticated power distribution solutions for AI data centers reshored manufacturing driven by robotics and"  
[X Link](https://x.com/chaotropy/status/2007832040230564090)  2026-01-04T15:10Z [---] followers, [---] engagements


"https://open.substack.com/pub/chaotropy/p/powell-industries-rooted-in-the-oil-boom-ready-for-the-ai-revolutionr=6gqh0d&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/chaotropy/p/powell-industries-rooted-in-the-oil-boom-ready-for-the-ai-revolutionr=6gqh0d&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/chaotropy/status/2007832394104238298)  2026-01-04T15:12Z [---] followers, [--] engagements


"This aged like a Chteauneuf-du-Pape: $POWL closed at $352 on Friday.🍷⚡ I see $POWL hitting $300 by year-end. I see $POWL hitting $300 by year-end"  
[X Link](https://x.com/chaotropy/status/2007835188374786307)  2026-01-04T15:23Z [---] followers, [---] engagements


"@DrMakaryFDA @US_FDA That sounds great $QURE's AMT-130 is also a groundbreaking milestone. Lets not ruin this with unnecessary regulation"  
[X Link](https://x.com/chaotropy/status/2008601200686715351)  2026-01-06T18:06Z [---] followers, [--] engagements


"@RGaridel18419 I doubt this is relevant to $ABVX. As far as I know $VTYX hasn't started a Phase III for tamuzimod in UC yet probably because there's no reason to believe it beats $PFE's etrasimod (which has been marketed since 2023). I really don't think $LLY buys $VTYX just for tamuzimod"  
[X Link](https://x.com/chaotropy/status/2008827604816851390)  2026-01-07T09:06Z [---] followers, [---] engagements


"@WSJ As far as I know $VTYX hasn't started a Phase III for tamuzimod in UC yet probably because there's no reason to believe it beats $PFE's etrasimod (which has been marketed since 2023). Thats why I doubt $LLY buys $VTYX for tamuzimod"  
[X Link](https://x.com/chaotropy/status/2008846097318564252)  2026-01-07T10:20Z [---] followers, [--] engagements


"@ESG_Biotech I highly doubt that $LLY bought $VTYX for tamuzimod.$ABVX will be fine"  
[X Link](https://x.com/chaotropy/status/2008890249808925150)  2026-01-07T13:15Z [---] followers, [--] engagements


"$QURE just announced that a "Type A meeting with the U.S. Food and Drug Administration (FDA) has been scheduled." @uniQure_NV They will meet "to discuss the Biologics License Application (BLA) data package to support accelerated approval of AMT-130." This is amazing news Thank you @US_FDA for your cooperation $CLPT https://twitter.com/i/web/status/2009605771902742828 https://twitter.com/i/web/status/2009605771902742828"  
[X Link](https://x.com/chaotropy/status/2009605771902742828)  2026-01-09T12:38Z [---] followers, [---] engagements


"Yes there may very well be some retail hype but youre exaggerating it. $ABVX went to around $90 after the Phase III results for obefazimod were disclosed and now its about 25% higher because there are rumors of a buyout. This is not unusual it has happened before and will happen again. Thats not a bubble in a bubble. https://twitter.com/i/web/status/2010030214424736169 https://twitter.com/i/web/status/2010030214424736169"  
[X Link](https://x.com/chaotropy/status/2010030214424736169)  2026-01-10T16:45Z [---] followers, [---] engagements


"While today's statement is about chemistry manufacturing and control it is another signal of the @US_FDA's shift toward more flexibility for gene therapies. That might be good news for the HD community $QURE and $CLPT. Regulatory flexibility must be tailored for cell and gene therapies. - @DrMakaryFDA There has been tremendous enthusiasm amongst product developers resulting in an explosive growth of cell and gene therapy submissions many of which target serious or life-threatening conditions with an unmet medical need. - @VPrasadMDMPH https://twitter.com/i/web/status/2010579023055696039"  
[X Link](https://x.com/chaotropy/status/2010579023055696039)  2026-01-12T05:06Z [---] followers, [----] engagements


"The End Of Software: An Omni-Purpose AI Application (published in March [----] free link in comments). $CRM $TEAM $IGM $COMP"  
[X Link](https://x.com/chaotropy/status/2011721739492081711)  2026-01-15T08:46Z [---] followers, [---] engagements


"@shanaka86 Some of your articles are fantastic reads. Please dont undermine this with these obviously AI generated posts"  
[X Link](https://x.com/chaotropy/status/2011724703426363700)  2026-01-15T08:58Z [---] followers, [---] engagements


"I hold a relatively small position in $PALI because I find the MoA of PALI-2108 compelling: targeted PDE4 B/D inhibition in the terminal ileum and colon via a prodrug activated specifically by local bacteria. The Phase 1b data in UC was indeed promising. Nevertheless I remain skeptical regarding fibrostenotic Crohns disease (FSCD). While inflammation in UC is primarily mucosal inflammation in CD is transmural meaning it affects the entire intestinal wall. The same applies to the fibrosis in FSCD. It remains to be proven whether the activated PDE4 inhibitor can diffuse deep enough into the"  
[X Link](https://x.com/chaotropy/status/2012105883912700037)  2026-01-16T10:13Z [---] followers, [----] engagements


"I am not one of those perma bull stock pumpers. In my opinion many parts of the stock market are in a bubble right now. But not $RKLB. I started my position in June [----] and I will not sell a single share. Space is the new frontier and Rocket Lab is the only serious publicly traded gatekeeper of this new economy. A $1000 share price is not unrealistic in my opinion although we likely would not see $1000 because there would be a stock split so that small retail investors could still invest. https://twitter.com/i/web/status/2012523807995547916 https://twitter.com/i/web/status/2012523807995547916"  
[X Link](https://x.com/chaotropy/status/2012523807995547916)  2026-01-17T13:54Z [---] followers, [---] engagements


"@YodaStockInvest This was my thesis months ago the stock tripled since then https://open.substack.com/pub/chaotropy/p/frequency-electronics-from-voyager-to-the-space-economyr=6gqh0d&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/chaotropy/p/frequency-electronics-from-voyager-to-the-space-economyr=6gqh0d&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/chaotropy/status/2012541459107377153)  2026-01-17T15:04Z [---] followers, [--] engagements


"@michaelsikand P/E is a completely useless metric to value $KTOS. I hold $KTOS and $KRKNF since 2024"  
[X Link](https://x.com/chaotropy/status/2012938118068916494)  2026-01-18T17:20Z [---] followers, [----] engagements


"@thexcapitalist Deep in the red: -0.7% -0.8% and -1.09% lol"  
[X Link](https://x.com/chaotropy/status/2013142437577781503)  2026-01-19T06:52Z [---] followers, [---] engagements


"@thexcapitalist The NATO is maybe in its deepest crisis since it was founded and the market barely reacts. Thats what I meant. Too many people are too much in options I dont care about -0.8%"  
[X Link](https://x.com/chaotropy/status/2013162690101846338)  2026-01-19T08:12Z [---] followers, [---] engagements


"There are countless exciting biotech plays out there just waiting to be explored. $ABVX's obefazimod is already a highly derisked asset with tremendous potential in my opinion while big pharma is facing major patent cliffs. So instead of fixating on daily speculation about buyout probabilities or timelines I just try to channel my energy into researching other clinical-stage biotechs to find the next rising star and simply hold $ABVX. It's that simple in my opinion. https://twitter.com/i/web/status/2013710796501500002 https://twitter.com/i/web/status/2013710796501500002"  
[X Link](https://x.com/chaotropy/status/2013710796501500002)  2026-01-20T20:30Z [---] followers, [----] engagements


"@TraderNorway Market cap is below $1.5 billion right now AMT-130 could (if approved) generate peak annual sales of $2b. I think $100 is a rather pessimistic scenario if there is good news from FDA. $QURE"  
[X Link](https://x.com/chaotropy/status/2014597103494775209)  2026-01-23T07:12Z [---] followers, [---] engagements


"@Polymarket This phenomenon is also called inflation"  
[X Link](https://x.com/chaotropy/status/2014942696918409490)  2026-01-24T06:05Z [---] followers, [---] engagements


"I started using ChatGPT more than three years ago in December [----]. It didn't struggle with elementary school problems and it wrote me amazing pieces of code back then. There is no exponential curve in the performance gains of LLMs in reality but Anthropic's CEO has to claim this of course to justify investments without returns so far. Evidence #1: ChatGPT wrote this beautiful ant simulation in [--] lines of amazing Python code for me in December 2022: The ants (black dots) leave a scent trail as they move (light grey). Reading what the CEO of Anthropic wrote it is more clear than ever you"  
[X Link](https://x.com/chaotropy/status/2016394165152633149)  2026-01-28T06:13Z [---] followers, [---] engagements


"THE INTERNET IS CHANGING EVERYTHING INCLUDING EVERY IDEA OF WHAT IS POSSIBLE. Cisco Systems Inc. Annual Report [----]. Now simply replace THE INTERNET with AI I think @michaeljburry is right. $NVDA $PLTR $QQQ The AI bubble might pop even if there are no "dark GPUs" (free link in comments). $QQQ $SPY $NVDA $GOOGL $GOOG $MSFT $META $AMZN $ORCL https://t.co/LArl4EMEhe The AI bubble might pop even if there are no "dark GPUs" (free link in comments). $QQQ $SPY $NVDA $GOOGL $GOOG $MSFT $META $AMZN $ORCL https://t.co/LArl4EMEhe"  
[X Link](https://x.com/chaotropy/status/1996170171837481309)  2025-12-03T10:50Z [---] followers, [---] engagements


"Valero Energy $VLO might be the best trade here. They possess the high-complexity refineries in Port Arthur and Corpus Christi specifically needed to process heavy Venezuelan crude. Marathon $MPC and Phillips [--] $PSX have similar exposure but are more diversified businesses while midstream giants like Kinder Morgan $KMI would benefit from the pipeline volumes. Gulf Coast Oil Refineries The real winners of the development of Venezuela (in addition to the Venezuelan population) are the gulf cost refineries. These oil refineries are mostly heavy oil refineries which was a bit of misfit for the"  
[X Link](https://x.com/chaotropy/status/2007791825172484503)  2026-01-04T12:30Z [---] followers, [---] engagements


"@avidresearch Myopia. $RVMD should try to avoid a BO in my opinion"  
[X Link](https://x.com/chaotropy/status/2014591116390076583)  2026-01-23T06:48Z [---] followers, [----] engagements


"@cluelessbio Thank you for this excellent and highly plausible argument. Chapeau I'm impressed This may indeed be a reason to prefer $NKTR over $CRVS even though the latter offers a pill for AD"  
[X Link](https://x.com/chaotropy/status/2015133686316810277)  2026-01-24T18:44Z [---] followers, [---] engagements


"Evidence #2: My Reddit post from January 2023: https://www.reddit.com/r/wallstreetbets/s/xiRocp95Bb https://www.reddit.com/r/wallstreetbets/s/xiRocp95Bb"  
[X Link](https://x.com/chaotropy/status/2016414266094506378)  2026-01-28T07:33Z [---] followers, [--] engagements


"Gold has now easily left the $5000 mark behind. $10000 by [----] may be within reach. $GLD Just published my new article Why AI Could Push Gold to $10000 per Ounce by [----]. Free link in comments. https://t.co/msRs9Wlrqw Just published my new article Why AI Could Push Gold to $10000 per Ounce by [----]. Free link in comments. https://t.co/msRs9Wlrqw"  
[X Link](https://x.com/chaotropy/status/2016443505027981642)  2026-01-28T09:29Z [---] followers, [---] engagements


"Mariano Barbacid didnt develop a cure for pancreatic cancer (yet); he identified a promising combination of known agents that showed encouraging results in a sophisticated mouse model. I really hope this approach can be validated in humans"  
[X Link](https://x.com/chaotropy/status/2016887422269661627)  2026-01-29T14:53Z [---] followers, [---] engagements


"@jasonwilliamsmd https://www.chaotropy.com/elicios-therapeutic-vaccine-for-pancreatic-cancer-a-revolution-hidden-in-plain-sight/ https://www.chaotropy.com/elicios-therapeutic-vaccine-for-pancreatic-cancer-a-revolution-hidden-in-plain-sight/"  
[X Link](https://x.com/chaotropy/status/2016960184019550225)  2026-01-29T19:42Z [---] followers, [--] engagements


"Even if we assume that combining $RVMD's daraxonrasib with afatinib and a STAT3 degrader as Barbacids group reported in a mouse model prevents resistance in human pancreatic cancer (PDAC) these agents must first penetrate the tumors. One hallmark of human PDAC is the dense fibrotic stroma and low perfusion that protect PDAC cells from therapeutic agents. Mouse models cannot be 100% translated to humans for example because the range of diffusion required in a 3mm tumor is vastly different from that of a 3cm diameter mass consisting of up to 90% dense stroma. Thats why I am pretty sure that"  
[X Link](https://x.com/chaotropy/status/2017293201757901015)  2026-01-30T17:45Z [---] followers, [---] engagements


"Herms International: Why Artisan Craftsmanship Is A Bet On The Dawning Technological Revolution @Hermes_Paris https://www.chaotropy.com/hermes-international-why-artisan-craftsmanship-is-a-bet-on-the-dawning-technological-revolution/ https://www.chaotropy.com/hermes-international-why-artisan-craftsmanship-is-a-bet-on-the-dawning-technological-revolution/"  
[X Link](https://x.com/chaotropy/status/1881996443210469767)  2025-01-22T09:24Z [---] followers, [--] engagements


"@HowardMarksBook Could Journey Medical $DERM be a Verona Pharma-like opportunity https://www.chaotropy.com/journey-medical-corporation-why-it-might-be-worth-having-a-skin-in-this-game/ https://www.chaotropy.com/journey-medical-corporation-why-it-might-be-worth-having-a-skin-in-this-game/"  
[X Link](https://x.com/chaotropy/status/1883180867801276906)  2025-01-25T15:51Z [---] followers, [--] engagements


"@Oaktree Journey Medical: a Verona Pharma-like opportunity $DERM $VRNA https://www.chaotropy.com/journey-medical-corporation-why-it-might-be-worth-having-a-skin-in-this-game/ https://www.chaotropy.com/journey-medical-corporation-why-it-might-be-worth-having-a-skin-in-this-game/"  
[X Link](https://x.com/chaotropy/status/1883400213928563055)  2025-01-26T06:22Z [---] followers, [---] engagements


"@Kaptn_Quantum https://www.chaotropy.com/journey-medical-corporation-why-it-might-be-worth-having-a-skin-in-this-game/ https://www.chaotropy.com/journey-medical-corporation-why-it-might-be-worth-having-a-skin-in-this-game/"  
[X Link](https://x.com/chaotropy/status/1883405771003855034)  2025-01-26T06:45Z [---] followers, [--] engagements


"My first article on Seeking Alpha 🚀 $DERM"  
[X Link](https://x.com/chaotropy/status/1884970673107288223)  2025-01-30T14:23Z [---] followers, [---] engagements


"Journey Medical Corp. $DERM has nearly doubled since I wrote this article. https://www.chaotropy.com/journey-medical-corporation-why-it-might-be-worth-having-a-skin-in-this-game/ https://www.chaotropy.com/journey-medical-corporation-why-it-might-be-worth-having-a-skin-in-this-game/"  
[X Link](https://x.com/chaotropy/status/1929850622406189548)  2025-06-03T10:40Z [---] followers, [--] engagements


"I continue to hold Navitas Semiconductor $NVTS even after the impressive rally as the fundamental thesis for gallium nitride (GaN) semiconductors has only strengthened amid the surge in demand for AI infrastructure. The explosive growth in data center power requirements fueled by GPU clusters and AI training workloads creates an urgent need for efficient power management solutions which GaN technology provides. Navitas recent partnership with Nvidia further highlights this momentum by aligning its GaN solutions with cutting-edge AI hardware. Although the stock has performed well since my"  
[X Link](https://x.com/chaotropy/status/1942161204912267715)  2025-07-07T09:58Z [---] followers, [---] engagements


"I also continue to hold Ryohin Keikaku $RYKKY because the fundamentals behind my original thesis have only grown stronger. Japans tourism boom is fueling global exposure for Muji turning visitors into brand ambassadors. Significant price gaps between domestic and overseas markets offer margin upside as Muji refines its global pricing. Meanwhile Mujis minimalist ethos has shifted from niche to mainstream especially among younger consumers valuing sustainability and function. Its expansion into home goods furniture and lifestyle products is transforming it into a full lifestyle brand boosting"  
[X Link](https://x.com/chaotropy/status/1942161337083154717)  2025-07-07T09:58Z [---] followers, [---] engagements


"$VRNA turned out to be one of my best stock picks of [----]. On January [--] I published my bullish thesis on Journey Medical $DERM. Since then the stock has more than doubled (you can read the full article for free without registration below)"  
[X Link](https://x.com/chaotropy/status/1943036929651429552)  2025-07-09T19:57Z [---] followers, [---] engagements


"This is huge Im convinced Journey Medicals Emrosi is going to conquer Oraceas $300 million market. $DERM is already up 10% today. 🐎"  
[X Link](https://x.com/chaotropy/status/1944758597155746062)  2025-07-14T13:59Z [---] followers, [---] engagements


"$DERM is up about 100% since I wrote "Journey Medical Corporation: Why It Might Be Worth Having A Skin In This Game" on January [--] [----] (free link below)"  
[X Link](https://x.com/chaotropy/status/1949926232218620299)  2025-07-28T20:13Z [---] followers, [---] engagements


"Everyones chasing the next super hot biotech. Meanwhile Im long Journey Medical $DERM. Their drug Emrosia low-dose minocycline formulationwas FDA-approved in November [----] for rosacea. Early launch data looks promising. Two Phase [--] trials showed Emrosi outperforms Oracea which generated $300M+ annually. With Orange Book patent protection until [----] Emrosi has a long runway. Yet $DERM is valued at just $180Mwhile Emrosi alone could bring annual sales of $300M+. Looks like a bargain to me. https://twitter.com/i/web/status/1950147248689426881 https://twitter.com/i/web/status/1950147248689426881"  
[X Link](https://x.com/chaotropy/status/1950147248689426881)  2025-07-29T10:51Z [---] followers, [---] engagements


"DroneShield has more than tripled since I shared my bullish thesis on the Australian company on July [--] [----]. It was an easy call we still need an answer to killer robots. Free link in the comments. $DRO $DRH"  
[X Link](https://x.com/chaotropy/status/1975838526567821523)  2025-10-08T08:19Z [---] followers, [---] engagements


"Journey Medical Corp. $DERM just reported strong Q3 earnings with Emrosi's total prescriptions increasing 146% quarter-over-quarter reaching $4.9M in quarterly sales. $DERM has more than doubled since I published my article "Journey Medical Corporation: Why It Might Be Worth Having A Skin In This Game" on January [--] [----] (free link below). $DERM: Why It Might Be Worth Having A Skin In This Game https://t.co/KvmqeRIElI $DERM: Why It Might Be Worth Having A Skin In This Game https://t.co/KvmqeRIElI"  
[X Link](https://x.com/chaotropy/status/1988842317952749679)  2025-11-13T05:32Z [---] followers, [---] engagements


"My Innovation & Freedom Portfolio is up more than 220% since its inception in August [----] and has beaten the S&P [---] in [----] again (free link below). $AAAU $ABVX $ASML $CATL $CLPT $DERM $FBIO $FEIM $GOOG $GRAB $HESAY $KRKNF $KTOS $MIND $MRNA $MU $NBIS $NOC $NVTS $OPEN $OUST $POWL $QURE $RKLB $RTX $RYKKY $SERV $SRUUF $ZETA https://twitter.com/i/web/status/2007761575327768724 https://twitter.com/i/web/status/2007761575327768724"  
[X Link](https://x.com/chaotropy/status/2007761575327768724)  2026-01-04T10:30Z [---] followers, [---] engagements


"Naive question: Why isn't @Amgen revisiting its Treg upregulator efavaleukin alfa for atopic dermatitis The drug was discontinued after failing in lupus and ulcerative colitis but given $NKTR's promising results with rezpegaldesleukin in AD the IL-2 pathway might still have potential in a different indication. $AMGN https://twitter.com/i/web/status/2015797928787357995 https://twitter.com/i/web/status/2015797928787357995"  
[X Link](https://x.com/chaotropy/status/2015797928787357995)  2026-01-26T14:44Z [---] followers, [---] engagements


"At the dawn of the AI age $HESAY is still focusing on craftsmanship and scarcity which could make its luxury products increasingly desirable and valuable especially in an era of rapid automation and commoditization of goods. https://www.chaotropy.com/hermes-international-why-artisan-craftsmanship-is-a-bet-on-the-dawning-technological-revolution/ https://www.chaotropy.com/hermes-international-why-artisan-craftsmanship-is-a-bet-on-the-dawning-technological-revolution/"  
[X Link](https://x.com/chaotropy/status/1882039287161696658)  2025-01-22T12:15Z [---] followers, [--] engagements


"@Invesquotes @Quartr_App I am bullish on Hermes in the Age of AI. https://www.chaotropy.com/hermes-international-why-artisan-craftsmanship-is-a-bet-on-the-dawning-technological-revolution/ https://www.chaotropy.com/hermes-international-why-artisan-craftsmanship-is-a-bet-on-the-dawning-technological-revolution/"  
[X Link](https://x.com/chaotropy/status/1950587529985692077)  2025-07-30T16:01Z [---] followers, [--] engagements


"I argued in January that artisan craftsmanship by Herms is a bet on the dawning technological revolution (free link in comments). I am still bullish on $RMS"  
[X Link](https://x.com/chaotropy/status/1950589415442518156)  2025-07-30T16:08Z [---] followers, [---] engagements


"Sprott Physical Uranium Trust $SRUUF holds about [----] million pounds of physical uranium (UO). US nuclear power plants consume about [--] million pounds of UO per year. That means SRUUFs uranium reserves could keep U.S. nuclear power plants running for more than two years. If that isnt a strategic asset I dont know what a strategic asset is. https://twitter.com/i/web/status/2004281607621144973 https://twitter.com/i/web/status/2004281607621144973"  
[X Link](https://x.com/chaotropy/status/2004281607621144973)  2025-12-25T20:02Z [---] followers, [----] engagements


"Are the people selling $ABVX now the same ones who sold $VRNA in [----] Just asking"  
[X Link](https://x.com/chaotropy/status/2009960121133342927)  2026-01-10T12:06Z [---] followers, [---] engagements


"@YodaStockInvest $FEIM is also a great space play"  
[X Link](https://x.com/chaotropy/status/2012534096178598298)  2026-01-17T14:34Z [---] followers, [---] engagements


"@BrettKrieger12 I am a surgeon. I bought $RKLB under $5 and $FEIM under $10. Wasnt so surprising that space is the next frontier"  
[X Link](https://x.com/chaotropy/status/2012876185005437432)  2026-01-18T13:14Z [---] followers, [---] engagements


"@SpaceInvestor_D Why does everybody forget $FEIM"  
[X Link](https://x.com/chaotropy/status/2012903014743376009)  2026-01-18T15:00Z [---] followers, [---] engagements

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