# ![@risk2rise Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1187246654597918720.png) @risk2rise Darius

Darius posts on X about $srzn, ceo, $root, $arec the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1187246654597918720/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1187246654597918720/c:line/m:interactions.svg)

- [--] Week [---] +172%
- [--] Month [-----] +340%
- [--] Months [-----] +59%
- [--] Year [------] -15%

### Mentions: [--] [#](/creator/twitter::1187246654597918720/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1187246654597918720/c:line/m:posts_active.svg)

- [--] Week [--] +40%
- [--] Month [--] +200%
- [--] Months [--] +175%
- [--] Year [--] +36%

### Followers: [---] [#](/creator/twitter::1187246654597918720/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1187246654597918720/c:line/m:followers.svg)

- [--] Week [---] +0.39%
- [--] Month [---] +4.90%
- [--] Months [---] +12%
- [--] Year [---] +23%

### CreatorRank: undefined [#](/creator/twitter::1187246654597918720/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1187246654597918720/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$srzn](/topic/$srzn), [ceo](/topic/ceo), [$root](/topic/$root), [$arec](/topic/$arec), [$bkd](/topic/$bkd), [$mrk](/topic/$mrk), [$barcl](/topic/$barcl), [future](/topic/future), [insurance](/topic/insurance), [$phat](/topic/$phat)

**Top accounts mentioned or mentioned by**
[@david72386784](/creator/undefined) [@paulcerro](/creator/undefined) [@laurenbalik](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@coachjoemoglia](/creator/undefined) [@fgnexusio](/creator/undefined) [@jason](/creator/undefined) [@davidmaris](/creator/undefined) [@amaymd](/creator/undefined) [@mvparadigm](/creator/undefined) [@kcerminara](/creator/undefined) [@probzunknown](/creator/undefined) [@dmille40](/creator/undefined) [@tylerhardt](/creator/undefined) [@altria](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@ignorenarrative](/creator/undefined) [@ndamukongsuh](/creator/undefined) [@maja0g](/creator/undefined) [@kylecerminarafg](/creator/undefined)

**Top assets mentioned**
[The Root Network (ROOT)](/topic/$root) [Brookdale Senior Living, Inc. (BKD)](/topic/$bkd) [Merck & Co., Inc. (MRK)](/topic/$mrk) [FG Nexus (FGNX)](/topic/$fgnx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Advanced Drainage Systems, Inc. (WMS)](/topic/$wms) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Bitcoin (BTC)](/topic/bitcoin) [SOPHiA GENETICS SA (SOPH)](/topic/sophia-genetics) [Sophon (SOPH)](/topic/$soph) [Summit Materials, Inc. Class A Common Stock (SUM)](/topic/$sum) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Strategy (MSTR)](/topic/$mstr) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Centene Corp (CNC)](/topic/$cnc) [Molina Healthcare, Inc. (MOH)](/topic/$moh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@loggyrhythm $NOVSU has the most upside potential of the 3"  
[X Link](https://x.com/risk2rise/status/1337058945249251334)  2020-12-10T15:37Z [---] followers, [--] engagements


"$SGFY up +5% after hours with news of NYSE notice to delist effective 3/29. $CVS was set to complete the acquisition at $30.50 cash "in the 2nd quarter" - very nice when these things close early"  
[X Link](https://x.com/risk2rise/status/1639398493461843968)  2023-03-24T22:47Z [---] followers, [---] engagements


"@realpeteyb123 maybe it's b/c you post conspiratorial bs sometimes re: Maui fires Trump Covid etc. etc. and people just dont want to read that shit anymore. You're losing your audience. For example please elaborate on your "Maui fires rabbit hole" take"  
[X Link](https://x.com/anyuser/status/1694572224626520316)  2023-08-24T04:47Z [--] followers, [--] engagements


"2/ the avg. cost per record involved in a data breach was $165 in [----]. MOVEit breach damages are currently indeterminable yet could be consequential PRGS is a $2.4B software infrastructure company offering multiple products & applications working w/ thousands of companies"  
[X Link](https://x.com/risk2rise/status/1706581876201406638)  2023-09-26T08:10Z [---] followers, [---] engagements


"3/ From [----] to [----] they nearly doubled Revenue to nearly $700M (est.) with their 5-year plan focused on doubling again to $1.4B by [--]. This growth is achieved by acquiring software companies and integrating them into their portfolio of products (the Progress Platform)"  
[X Link](https://x.com/risk2rise/status/1706581877572927511)  2023-09-26T08:10Z [---] followers, [--] engagements


"4/ Their most recent [----] 10-K included new disclosures some of which are noted below: the risk that an acquired companys cybersecurity may not have been sufficient and could cause a post-acquisition risk once integrated into our systems;"  
[X Link](https://x.com/risk2rise/status/1706581878973898889)  2023-09-26T08:10Z [---] followers, [--] engagements


"2. they've received a letter from an insurer providing for notice of a subrogation claim (where the insurer is seeking recovery for all expenses incurred in connection with the MOVEit Vulnerability)"  
[X Link](https://x.com/risk2rise/status/1712192645945016779)  2023-10-11T19:45Z [---] followers, [--] engagements


"3. they are party to [--] (was [--] last quarter) class action lawsuits (consolidated into one 10/4/23) [--]. several inquiries from domestic and foreign data privacy regulators inquiries from several state attorneys general [--]. US Fed and SEC investigations ongoing"  
[X Link](https://x.com/risk2rise/status/1712192647496888677)  2023-10-11T19:45Z [---] followers, [--] engagements


"What's very concerning is that the Company @ProgressSW & Board have allocated $0 for loss contingency liability as of 8/31/23. Yet on 9/20/23 the Board declared $8m dividend. Past [--] yrs alone they've spent $160m on Buybacks+Divs and have measly $10 in cybersecurity insurance left"  
[X Link](https://x.com/anyuser/status/1712501070033834166)  2023-10-12T16:10Z [--] followers, [--] engagements


"Can someone explain to me why AstraZeneca $AZN would not buy Phathom $PHAT for $1B +50% today on "no news" 🤔"  
[X Link](https://x.com/risk2rise/status/1758577319893987746)  2024-02-16T19:41Z [---] followers, [---] engagements


"@PalantirSource @CathieDWood @ARKInvest @pointforward @andre @thekidet I'm a long term holder (basis$10) but I do get worried when insiders in just the last month have sold $225m in stock (including Karp Thiel and CTO). If they truly believe that why sell such valuable (future) shares"  
[X Link](https://x.com/risk2rise/status/1770295091116245466)  2024-03-20T03:43Z [---] followers, [---] engagements


"@mbrushstocks @herbgreenberg @Russby68 @StreetBeatsPros that's incorrect they do in fact sell a compounded semaglutide product. However "Novo Nordisk is the only company in the United States with FDA-approved medicines containing semaglutide and does not sell semaglutide to any entities for use in compounding""  
[X Link](https://x.com/risk2rise/status/1804196668763447661)  2024-06-21T16:56Z [---] followers, [--] engagements


"Is $HIMS flying too close to the sun A thread. $HIMS is up over 50% since announcing on 5/20/24 that they will be offering customers compounded semaglutide GLP-1s through a partnership with a leading US manufacturer of generic and 503B compounded injectable medications"  
[X Link](https://x.com/anyuser/status/1805280965003989164)  2024-06-24T16:44Z [---] followers, [----] engagements


"Novo Nordisk who holds the patent on semaglutide confirmed that they dont sell semaglutide to any entities for use in compounding further stating we do not directly or indirectly provide or sell bulk semaglutide to compounding pharmacies or any other entity for the purposes"  
[X Link](https://x.com/risk2rise/status/1805280966509727957)  2024-06-24T16:44Z [---] followers, [---] engagements


"of compounding semaglutide products. Novo has been aggressively defending their patent rights on semaglutide filing dozens of lawsuits against copycat versions in US clinics medical spas/offices and pharmacies"  
[X Link](https://x.com/risk2rise/status/1805280967881376144)  2024-06-24T16:44Z [---] followers, [---] engagements


"It struck me as odd that an established US manufacturer of generic and compounded pharmaceuticals would take the risk to compound semaglutide on a large scale (where and how do they legally source semaglutide). And furthermore it seemed to me that $HIMS was taking unnecessary"  
[X Link](https://x.com/risk2rise/status/1805280969760370808)  2024-06-24T16:44Z [---] followers, [---] engagements


"After GP went bankrupt Mihir went to work for the Belcher family business (which owns BPI Labs) headed by his father Jugal. A few interesting articles regarding Belcher: https://casetext.com/case/endo-par-innovation-co-v-bpi-labs https://www.fda.gov/media/158757/download https://medcitynews.com/2020/02/another-company-took-an-old-drug-and-jacked-up-the-price-now-biotech-ceos-are-throwing-shade/ https://casetext.com/case/endo-par-innovation-co-v-bpi-labs https://www.fda.gov/media/158757/download"  
[X Link](https://x.com/risk2rise/status/1805280975217377786)  2024-06-24T16:44Z [---] followers, [---] engagements


"In [----] Mihir plead guilty to what Federal prosecutors called the biggest healthcare fraud case in history. His current ties to Belcher and their subsidiary BPI Labs are unknown. https://lawfulmeasures.com/wp-content/uploads/2021/08/2021.01.13.Taneja-Complaint.pdf https://www.fox13news.com/news/tampa-men-plead-guilty-in-175-million-healthcare-fraud-scheme https://lawfulmeasures.com/wp-content/uploads/2021/08/2021.01.13.Taneja-Complaint.pdf https://www.fox13news.com/news/tampa-men-plead-guilty-in-175-million-healthcare-fraud-scheme"  
[X Link](https://x.com/risk2rise/status/1805280976857108935)  2024-06-24T16:45Z [---] followers, [---] engagements


"With respect to $HIMS and their compounded semaglutide strategy it sure looks reckless. And like Icarus could end in flames"  
[X Link](https://x.com/risk2rise/status/1805280979537260562)  2024-06-24T16:45Z [---] followers, [---] engagements


"@brooklynliang thanks for sharing. where are you getting the IQVIA data care to post here or DM"  
[X Link](https://x.com/risk2rise/status/1808191998572024266)  2024-07-02T17:32Z [---] followers, [--] engagements


"@netcapgirl previously in sales at a Fortune [--]. we used it to replace our legacy in-house "sales tracking system" ended up using SFDC for prospects in-force renewals and sales comp.to name a few"  
[X Link](https://x.com/risk2rise/status/1811160583225610707)  2024-07-10T22:08Z [---] followers, [--] engagements


"LG on whether $CLF acquisition of $X still a possibility "for my price in the 20s we can have a deal.I give you my price $29" (which is -34% below where US Steel is trading today)"  
[X Link](https://x.com/risk2rise/status/1815810893361602715)  2024-07-23T18:07Z [---] followers, [---] engagements


"$HIMS down -30% the past [--] wks. Moving on and will watch from the sidelines. This is a good 'ol fashioned Missouri "show-me" story. Churn & burn or sustainable profitable growth TBD. Is $HIMS flying too close to the sun A thread. $HIMS is up over 50% since announcing on 5/20/24 that they will be offering customers compounded semaglutide GLP-1s through a partnership with a leading US manufacturer of generic and 503B compounded injectable medications. Is $HIMS flying too close to the sun A thread. $HIMS is up over 50% since announcing on 5/20/24 that they will be offering customers compounded"  
[X Link](https://x.com/risk2rise/status/1823023288001659165)  2024-08-12T15:46Z [---] followers, [---] engagements


"@Hypertonx good news is that the vast majority of which is invested in Treasuries and Agency Bonds long shot but a cash/share deal for $DOCU would create a cash flow monster"  
[X Link](https://x.com/risk2rise/status/1826380787559924127)  2024-08-21T22:08Z [---] followers, [--] engagements


"@laurenbalik @joshjames i've been long $DOMO for a couple quarters now.simply delivering on what JJ and Team have in the hopper *today* gets them to $10+ in CY '25 i'm excited to hear your thoughts on 50% Rev growth which IF executed we're looking at the stock rerating to MULTIPLES higher"  
[X Link](https://x.com/risk2rise/status/1829620327275774441)  2024-08-30T20:40Z [---] followers, [---] engagements


"LTM pre-Nippon/Cliffs deal $X has outperformed peers $NUE $CLF to the tune 20% 26% LG doesnt have the balance sheet (+deflated $CLF stock price) to buy $X outright w/ cash+stock. [--] Qs ago LG said "$29 was his new price".steel market further softened $X should rerate to $25"  
[X Link](https://x.com/risk2rise/status/1832134572898972042)  2024-09-06T19:11Z [---] followers, [---] engagements


"@dmille40 exactly why $TSVT divested everything else and is solely focused on Abecma which will grow meaningfully in Q3 and Q4. Cash flow breakeven in '25. No current plans outside of Abecma = acquisition target $BMY of which is most likely suitor"  
[X Link](https://x.com/risk2rise/status/1836105468306972965)  2024-09-17T18:10Z [---] followers, [---] engagements


"@AlderLaneEggs As a Chiefs fan living in The Bay Oakland was a GREAT sports town.very sad to see what's happened over the last five years. https://www.wsj.com/sports/baseball/oakland-athletics-raiders-warriors-coliseum-0ad9d220st=XUEkeM&reflink=mobilewebshare_permalink https://www.wsj.com/sports/baseball/oakland-athletics-raiders-warriors-coliseum-0ad9d220st=XUEkeM&reflink=mobilewebshare_permalink"  
[X Link](https://x.com/risk2rise/status/1839380698127630814)  2024-09-26T19:05Z [---] followers, [---] engagements


"@David72386784 @laurenbalik Absolutely spot on David very impressed with your analysis here. Any other hidden gems you're following"  
[X Link](https://x.com/risk2rise/status/1843318768203862478)  2024-10-07T15:53Z [---] followers, [---] engagements


"@David72386784 @laurenbalik interesting take I'll have to revisit $PTON as I havent dug into it since closing out my puts a couple years back when Barry joined as CEO"  
[X Link](https://x.com/risk2rise/status/1843324905729003854)  2024-10-07T16:17Z [---] followers, [---] engagements


"Root Insurance $ROOT up 15% on 3x volume; dont see an obvious catalyst yet"  
[X Link](https://x.com/risk2rise/status/1844458061286740441)  2024-10-10T19:20Z [---] followers, [---] engagements


"Interesting trade: $WMS - short term hurricanes will hurt earnings (CEO discussed in latest podcast); long term will be a growth driver. biggest concern is their Lake Wales plant under construction - largest growth capex project - damaged delayed what are the implications"  
[X Link](https://x.com/risk2rise/status/1844458426023412158)  2024-10-10T19:22Z [---] followers, [---] engagements


"@Kalshi @mansourtarek_ Full disclosure: is @Kalshi affiliated with Elon Musk in any way"  
[X Link](https://x.com/risk2rise/status/1848471647805730976)  2024-10-21T21:09Z [---] followers, [--] engagements


"@paulcerro wow hard miss on this Paul - Costco sells quality products/goods with margin markup max 14-15% Value vs Cheap From the best wines on earth to MacBooks to gold and platinum bars.name another retailer that offers this Peloton at Costo is a win any way you look at it"  
[X Link](https://x.com/risk2rise/status/1848751162733817857)  2024-10-22T15:39Z [---] followers, [--] engagements


"@paulcerro also this is a great way for Peloton to introduce itself (feel touch) to new users (equip/bikes are low margin) and turn them into life long users (high margin recurring revenue)"  
[X Link](https://x.com/risk2rise/status/1848778665640755464)  2024-10-22T17:29Z [---] followers, [--] engagements


"@leomschwartz Leo great article thanks for sharing this. Is Kalshi affiliated with Elon Musk - investor adviser etc The company won't directly answer a seemingly simple question"  
[X Link](https://x.com/risk2rise/status/1849170955681357859)  2024-10-23T19:28Z [---] followers, [--] engagements


"@David72386784 thanks for bringing $PTON back on my radar. I revisited a couple weeks ago initiated a position solely based on their subscription economics. The recent $COST news reaffirms in my mind their focus on growing subscriptions. Bump today from Einhorn is welcome too @David72386784 @laurenbalik interesting take I'll have to revisit $PTON as I havent dug into it since closing out my puts a couple years back when Barry joined as CEO. @David72386784 @laurenbalik interesting take I'll have to revisit $PTON as I havent dug into it since closing out my puts a couple years back when Barry"  
[X Link](https://x.com/risk2rise/status/1849173494124232877)  2024-10-23T19:38Z [---] followers, [---] engagements


"@luanalopeslara Luana are you able to clarify if Elon Musk is affiliated with Kalshi in any way directly or indirectly"  
[X Link](https://x.com/risk2rise/status/1849260585138930132)  2024-10-24T01:24Z [---] followers, [--] engagements


"Crowdstrike $CRWD channel stuffing allegations.wow serious if true 👀🍿 https://www.bloomberg.com/news/articles/2024-10-25/crowdstrike-carahsoft-struck-deal-to-sell-software-irs-didn-t-buy https://www.bloomberg.com/news/articles/2024-10-25/crowdstrike-carahsoft-struck-deal-to-sell-software-irs-didn-t-buy"  
[X Link](https://x.com/risk2rise/status/1849905277061017763)  2024-10-25T20:06Z [---] followers, [---] engagements


"@paulcerro $WMS long post earnings Nov. 8th short term issues w/ their new plant in Lake Wales but med-long term massive fundamental growth story. $LAC by Nov/Dec. DOE loan finalized which will be a big catalyst. $ARQ new plant commencement by EOY. $TVST and $SUM are buyot specs for me"  
[X Link](https://x.com/risk2rise/status/1850046213258617072)  2024-10-26T05:26Z [---] followers, [---] engagements


"$LAC DOE loan finalized +26% today @paulcerro $WMS long post earnings Nov. 8th short term issues w/ their new plant in Lake Wales but med-long term massive fundamental growth story. $LAC by Nov/Dec. DOE loan finalized which will be a big catalyst. $ARQ new plant commencement by EOY. $TVST and $SUM are buyot specs for me @paulcerro $WMS long post earnings Nov. 8th short term issues w/ their new plant in Lake Wales but med-long term massive fundamental growth story. $LAC by Nov/Dec. DOE loan finalized which will be a big catalyst. $ARQ new plant commencement by EOY. $TVST and $SUM are buyot"  
[X Link](https://x.com/risk2rise/status/1851102243384144071)  2024-10-29T03:22Z [---] followers, [----] engagements


"@paulcerro $LAC +26% today"  
[X Link](https://x.com/risk2rise/status/1851104153407250733)  2024-10-29T03:29Z [---] followers, [---] engagements


"$ROOT Q3 just released and massive milestone reached: first time in company history they've reached net income profitability. +25% after-hours @Investor_Dayu healthy growth compounded over time could be a multibagger. I am long for the 2nd time (previously long at $9 and sold after the last big runup) @Investor_Dayu healthy growth compounded over time could be a multibagger. I am long for the 2nd time (previously long at $9 and sold after the last big runup)"  
[X Link](https://x.com/risk2rise/status/1851722068339101895)  2024-10-30T20:25Z [---] followers, [----] engagements


"$ROOT there's your catalyst wow what a Q3 print +40% now after-hours - Term loan refi = 50% savings ✅ - PIFs+ healthy profitable growth ✅ - Net Income Profitability achieved ✅ Root Insurance $ROOT up 15% on 3x volume; dont see an obvious catalyst yet. Root Insurance $ROOT up 15% on 3x volume; dont see an obvious catalyst yet"  
[X Link](https://x.com/risk2rise/status/1851725276545454310)  2024-10-30T20:38Z [---] followers, [---] engagements


"edit: $ROOT is up 80% after-hours 🤯"  
[X Link](https://x.com/risk2rise/status/1851807581020320043)  2024-10-31T02:05Z [---] followers, [---] engagements


"@David72386784 @laurenbalik Agreed good print albeit churn #s could be better. Going to sell some OTM covered calls into the strength"  
[X Link](https://x.com/risk2rise/status/1851996350553981330)  2024-10-31T14:35Z [---] followers, [--] engagements


"Easy decision: exercise all of my calls at $45 this morning. Hard decision: what date and price to sell covered calls. TBD. $ROOT @IncredibleTrade the Jan $45 Calls at $6 were an anomaly this morning.good risk/reward IMHO @IncredibleTrade the Jan $45 Calls at $6 were an anomaly this morning.good risk/reward IMHO"  
[X Link](https://x.com/risk2rise/status/1851998899260530959)  2024-10-31T14:45Z [---] followers, [---] engagements


"Updates: - exited $LAC after 35% gap up (Trump Adm. risk will revisit) - exited $ARQ +70% ($5 Calls) - $SUM pivoting $MCEM (thanks @David72386784) $MCEM incredibly well run many aspects remind me of old Berkshire [--]. $WMS earnings today down -14%; will open position soon TBD $LAC DOE loan finalized +26% today $LAC DOE loan finalized +26% today"  
[X Link](https://x.com/risk2rise/status/1854934098101334519)  2024-11-08T17:08Z [---] followers, [----] engagements


"$ROOT has a massive green space in front of it I am long the equity and have been for some time. That being said and knowing hogs *can* get slaughtered I sold my long $45 Calls. Also sold Jan $105 Covered Calls premium is just too juicy. Easy decision: exercise all of my calls at $45 this morning. Hard decision: what date and price to sell covered calls. TBD. $ROOT Easy decision: exercise all of my calls at $45 this morning. Hard decision: what date and price to sell covered calls. TBD. $ROOT"  
[X Link](https://x.com/risk2rise/status/1854936308830831035)  2024-11-08T17:17Z [---] followers, [---] engagements


"@fredgrenier12 @CliffordAsness he owns 90% outstanding shares and purchased 50m shares at $2 in [----] in which time Viskase has had remained profitable. so yeah maybe it makes sense the illiquid microcap quoted price isnt the best measurement"  
[X Link](https://x.com/risk2rise/status/1856768220977344877)  2024-11-13T18:36Z [---] followers, [--] engagements


"@Jason $MSTR risk is that the equity premium vs bitcoin evaporates (i.e. the market values it solely as a bitcoin holding company equity prem. goes to nil or [---] NAV) other major risk IMHO: the creator of $BTC is found to be a spy agency/bad actor/etc. tail risk = BTC price collapse"  
[X Link](https://x.com/anyuser/status/1861090175578780149)  2024-11-25T16:50Z [---] followers, [---] engagements


"@paulcerro good call BTW been following your comments for months.but you left too early😉 given Mgmt history to me $RCAT was a show-me story and I actually waited until last wk to start a position in 6s and late last wk. sold OTM Apr '25 calls to bring my cost down closer to 4"  
[X Link](https://x.com/risk2rise/status/1861106283308310951)  2024-11-25T17:54Z [---] followers, [---] engagements


"@chamath What's the GDP hit to get to [--] prevalence Healthcare is approx. 20% GDP + reduced consumption. "Cost" = Revenue to a certain extent. Obvi productivity + "expense" reduction as prevalence reduces Have you seen any studies on this Would love to read if so.please share"  
[X Link](https://x.com/risk2rise/status/1861533453193220539)  2024-11-26T22:12Z [---] followers, [--] engagements


"@saltadogato sent my Qs to IR but no response yet. My rough math points to '26 before reaching 1.5x.clearly I am wrong in my assumptions (too conservative) or why else announce it today"  
[X Link](https://x.com/risk2rise/status/1866224806032461851)  2024-12-09T20:54Z [---] followers, [--] engagements


"@DAG_Investments @LTVcapital the $OSCR party is just getting started IMHO. Having worked for Bertolini I can tell you he is a no-nonsense shrewd mission driven leader. He is THE jockey you want on this young colt w/ the best insurance platform/stack out there. He can grow them 2x-10x in the yrs ahead"  
[X Link](https://x.com/risk2rise/status/1877394545031168325)  2025-01-09T16:38Z [---] followers, [---] engagements


"@bjmtweets great points. another reason $ROOT has so much potential once they dial in the brand marketing"  
[X Link](https://x.com/risk2rise/status/1877420700169892198)  2025-01-09T18:22Z [---] followers, [--] engagements


""Emergent is for sale ever single day; if someone is interested in buying the company we will listen" - CEO Joe Papa $EBS"  
[X Link](https://x.com/risk2rise/status/1882500507853566246)  2025-01-23T18:47Z [---] followers, [---] engagements


"@TylerHardt @Altria @tobaccoinsider ON is a viable competitor not sure how you came to that conclusion ON is priced more competitively at 20-30% lower than Zyn or Rogue. In addition ON gives you +33% more product at [--] pouches vs Zyn [--] pouches"  
[X Link](https://x.com/risk2rise/status/1884644316972286016)  2025-01-29T16:46Z [---] followers, [--] engagements


"@TylerHardt @Altria @tobaccoinsider I have a hard time following the "more product of similar quality for a lower price does not equal viable competitor" line of thinking ON also has larger breadth of dosage options 2mg (Zyn 3mg) up to 8mg (Zyn 6mg) Zyn does offer "softer" larger pouch but soon ON PLUS released"  
[X Link](https://x.com/risk2rise/status/1884652533458887071)  2025-01-29T17:19Z [---] followers, [--] engagements


"@davidmaris curious how you come to the conclusion that $BLCO is a zero can understand the thesis on $BHC being a zero given the debt. But $BLCO is clearly the leader in eye health in NA and growing nicely debt is manageable"  
[X Link](https://x.com/risk2rise/status/1887591036404338708)  2025-02-06T19:55Z [---] followers, [---] engagements


"@davidmaris Appreciate the commentary. My understanding is that BHC would sell their BLCO stake if/when time came and use proceeds to pay debt. Barring debt holders suing to stop this I'm not sure what other recourse they might have"  
[X Link](https://x.com/risk2rise/status/1887682704621085128)  2025-02-07T02:00Z [---] followers, [--] engagements


"@davidmaris Interesting perspective I'll dig into BHC debt priority order further. BHC could sell half their BLCO position and wipe out the '25 debt obligations. Buys them time to deal with '27 and '28 obligations"  
[X Link](https://x.com/risk2rise/status/1887739231231000747)  2025-02-07T05:44Z [---] followers, [--] engagements


"good to see $TSVT +80% and taken out a nice premium w/ partner $BMY. the writing was on the wall just a matter of timing. another reminder that price of entry is the most important factor.the great Howard Marks explains it so well: https://www.youtube.com/watchv=jwI_eWkYDLI&t=92s @dmille40 exactly why $TSVT divested everything else and is solely focused on Abecma which will grow meaningfully in Q3 and Q4. Cash flow breakeven in '25. No current plans outside of Abecma = acquisition target $BMY of which is most likely suitor https://www.youtube.com/watchv=jwI_eWkYDLI&t=92s @dmille40 exactly why"  
[X Link](https://x.com/risk2rise/status/1899465726538510410)  2025-03-11T14:21Z [---] followers, [---] engagements


"nice trade by the Dudum $HIMS down -46% since he sold on 2/18. Sold my puts as well and out of the trade. $HIMS CEO offloading $10.2m in shares week b/f Q4 earnings report😬 long shot but anyone have a copy of their Insider Trading Policy Not disclosed on the 10k and cannot find it online option carve-out ok I can understand but restricted stock https://t.co/7QEFfSmEOz https://t.co/FmL7dkjoNW $HIMS CEO offloading $10.2m in shares week b/f Q4 earnings report😬 long shot but anyone have a copy of their Insider Trading Policy Not disclosed on the 10k and cannot find it online option carve-out ok"  
[X Link](https://x.com/risk2rise/status/1902113004726227019)  2025-03-18T21:40Z [---] followers, [---] engagements


"@David72386784 great call David. in the right market this should have had a [--] in front of it but a win is a win"  
[X Link](https://x.com/risk2rise/status/1902115029597782182)  2025-03-18T21:48Z [---] followers, [--] engagements


"if $GOOG is paying 32x $1B ARR for WIZ what's $ZS worth at $3B ARR napkin math at 15x $300/sh at 20x $400/sh"  
[X Link](https://x.com/risk2rise/status/1902125316610445322)  2025-03-18T22:29Z [---] followers, [---] engagements


"$SWTX awfully quiet + low volume this wk. Looking at April/May options buyout priced in the 58-$60 range"  
[X Link](https://x.com/risk2rise/status/1902817206481850532)  2025-03-20T20:19Z [---] followers, [---] engagements


"@Jason Jason were you invited to the Whitehouse for the AIP Sorely missing your interview skills and insight IMHO. With Chamath joining Sacks and the Administration is the AIP done"  
[X Link](https://x.com/risk2rise/status/1903159132573798460)  2025-03-21T18:57Z [---] followers, [--] engagements


"@A_May_MD nice write up. one needs to only look at $HIMS marketing and ads to know what kind of company they are. primum non nocere. my recollection was that you were short for like a day and then closed it at a small gain months ago - is that not the case"  
[X Link](https://x.com/risk2rise/status/1906936566062477718)  2025-04-01T05:08Z [---] followers, [---] engagements


"@ScottGottliebMD this Administration is knee-capping our golden goose of biotech and risk ceding our global lead to the rest of the world primarily China"  
[X Link](https://x.com/risk2rise/status/1912881116790268020)  2025-04-17T14:49Z [---] followers, [--] engagements


"@Eric_Carlson_1 if FCF holds up they can buyback 10% of outstanding shares this year (assuming of course 1.5x LR & they use 40-50% of FCF on buybacks)"  
[X Link](https://x.com/risk2rise/status/1917238712489947197)  2025-04-29T15:25Z [---] followers, [--] engagements


"@SRHTexanMBA Buyout at $47. Options market off by 25%; Barclays off by 90%"  
[X Link](https://x.com/risk2rise/status/1919819657285972263)  2025-05-06T18:20Z [---] followers, [--] engagements


"@BioLayne "strong opinions loosely held." straight to the point [--] mins not dogmatic and intellectually honest. bravo Layne"  
[X Link](https://x.com/risk2rise/status/1935014603232096554)  2025-06-17T16:40Z [---] followers, [---] engagements


"@AlderLaneEggs @marclanders @KevinSabet and Marcus was born in Lebanon so what. not sure your angle here harping on folks ethnicity likes it's some sort of negative"  
[X Link](https://x.com/risk2rise/status/1938340075718201431)  2025-06-26T20:54Z [---] followers, [--] engagements


"@ecommerceshares insurance pricing is really just a thermometer on underlying temperature. with MLRs running hot '25 is done given they cant adjust. but with '26 pricing will adjust and Bertolini will have them back on track"  
[X Link](https://x.com/risk2rise/status/1947772927186968781)  2025-07-22T21:37Z [---] followers, [---] engagements


"@andycyau disagree. mixed Q2 more competition in Direct Partnerships doing well = nearly flat PIF Q/Q (exactly what Timm communicated in Q1). Street was expecting worse hence the pop in after-hours (PPS flat to Q1 earnings). guidance + PIF commentary is what matters going forward"  
[X Link](https://x.com/risk2rise/status/1953192761538298244)  2025-08-06T20:33Z [---] followers, [---] engagements


"$FET should change it's symbol to $FAT. Continues to eat itself 5% repurchased YTD targeting another 10% THIS YEAR. $FET $OIH guiding $85mm ebitda and YE net leverage ratio of 1.3x ($110mm net debt). Should have [--] million shares outstanding with buyback guidance likely can't buy 10% more this year cuz I dont see how shares dont step up significantly. $NOV $HAL $SLB $BKR $LBRT $TCW.TO $FET $OIH guiding $85mm ebitda and YE net leverage ratio of 1.3x ($110mm net debt). Should have [--] million shares outstanding with buyback guidance likely can't buy 10% more this year cuz I dont see how shares"  
[X Link](https://x.com/risk2rise/status/1953868540173594868)  2025-08-08T17:18Z [---] followers, [----] engagements


"@A_May_MD many reasons to sell many contrary examples like Alex Karp PLTR and Tarang Amin ELF whose stocks have had massive runs post large $100m+ insider sells"  
[X Link](https://x.com/risk2rise/status/1955132502403846365)  2025-08-12T05:01Z [---] followers, [--] engagements


"@FGNexusio @mvparadigm $FGNX atrocious returns for shareholders leadership needs to be held accountable. Dilution & value destruction while insiders continue enriching themselves @kcerminara "was a Buffett disciple" (his X pic was him & Buffett) @CoachJoeMoglia staking his reputation on crypto🤯"  
[X Link](https://x.com/risk2rise/status/1965452456688803940)  2025-09-09T16:29Z [---] followers, [---] engagements


"@FGNexusio @mvparadigm @kcerminara @CoachJoeMoglia $FGNX Board Members that I cant wrap my head around: @IgnoreNarrative was a fintwit legend deep value investor a certified BSD wtf happened to this @NdamukongSuh a champion of financial literacy for kids & Buffett mentee - what would Warren say https://richesintheniches.libsyn.com/website/ep-06-a-shitco-life-unloved-and-orphan-stocks-with-michael-mitchell https://richesintheniches.libsyn.com/website/ep-06-a-shitco-life-unloved-and-orphan-stocks-with-michael-mitchell"  
[X Link](https://x.com/risk2rise/status/1965464627812466908)  2025-09-09T17:17Z [---] followers, [---] engagements


"$FGNX would love to see @StockJabber dive deeper into this web @FGNexusio @mvparadigm $FGNX atrocious returns for shareholders leadership needs to be held accountable. Dilution & value destruction while insiders continue enriching themselves @kcerminara "was a Buffett disciple" (his X pic was him & Buffett) @CoachJoeMoglia staking his reputation on crypto🤯 https://t.co/hO43mYCF1V @FGNexusio @mvparadigm $FGNX atrocious returns for shareholders leadership needs to be held accountable. Dilution & value destruction while insiders continue enriching themselves @kcerminara "was a Buffett disciple""  
[X Link](https://x.com/risk2rise/status/1965466855109525831)  2025-09-09T17:26Z [---] followers, [--] engagements


"important to note there are no FDA-approved oral medications for treatment available for RSV. $GILD terminated [--] Obeldesivir clinical trials. $ENTA may be considering FDA Fast Track designation TBD https://www.fiercebiotech.com/biotech/gilead-blames-low-rsv-infection-rates-last-season-scrapping-2-obeldesivir-trials $ENTA HR3 phase II homerun data. partner (likely) forthcoming https://t.co/QHVzN834R8 https://www.fiercebiotech.com/biotech/gilead-blames-low-rsv-infection-rates-last-season-scrapping-2-obeldesivir-trials $ENTA HR3 phase II homerun data. partner (likely) forthcoming"  
[X Link](https://x.com/risk2rise/status/1972747570758983762)  2025-09-29T19:37Z [---] followers, [---] engagements


"@maja0G how about the "trust" of shareholders - why should anyone "trust" @CoachJoeMoglia @KyleCerminaraFG given they have DESTROYED shareholders over many years - from BTN to FGH to $FGNX.what is different now"  
[X Link](https://x.com/risk2rise/status/1976355371469201868)  2025-10-09T18:33Z [---] followers, [---] engagements


"Sophia Genetics $SOPH fits one of my favorite themes of investing. "The [--] Ms" - Misunderstood Mispriced Microcap. Good progress in '25 with expanded and deepening partnerships means '26 setting up to be a banner year. The future looks bright"  
[X Link](https://x.com/anyuser/status/1971653794112196823)  2025-09-26T19:11Z [---] followers, [---] engagements


"$SOPH '26 starting off strong with another world-class partnership this time w/ MD Anderson. stock is up +65% LTM. we are early. https://ir.sophiagenetics.com/2026-01-07-SOPHiA-GENETICS-and-MD-Anderson-Announce-Strategic-Collaboration-to-Accelerate-AI-Driven-Precision-Oncology#email Sophia Genetics $SOPH fits one of my favorite themes of investing. "The [--] Ms" - Misunderstood Mispriced Microcap. Good progress in '25 with expanded and deepening partnerships means '26 setting up to be a banner year. The future looks bright."  
[X Link](https://x.com/anyuser/status/2008945029029745133)  2026-01-07T16:53Z [---] followers, [---] engagements


"With 25% tariffs being placed on imported steel corrugated steel drainage pipe will become much more expensive. $WMS value proposition advantage vs steel/concrete will widen"  
[X Link](https://x.com/risk2rise/status/1889009208969884101)  2025-02-10T17:51Z [---] followers, [---] engagements


"$ROOT reports full year '24 earnings in few weeks 2/26 stock is up 50% in the last month and has been steadily climbing above the Oct short squeeze levels. This thing is wound tight. If '25 guidance is above Street estimates watch out this thing could BLOW to the upside"  
[X Link](https://x.com/risk2rise/status/1889022145302261950)  2025-02-10T18:42Z [---] followers, [----] engagements


"$IPI still holding my shares years later turnaround in full swing after a lengthy Capex cycle. They just printed roughly $15m (est.) in FCF in April alone. Zero Debt. However now the Board has a very big problem to solve: what will they do with all the excess FCF $IPI potash producer w/ $300m market cap just amended it's agreement with XTO (Exxon bought 2010) in Permian Basin could receive $200m in CASH. $50m paid to $IPI (in about [--] wks); another $150m (likely) paid in future years. From WSJ last year: https://t.co/IiVQNW2OSH $IPI potash producer w/ $300m market cap just amended it's"  
[X Link](https://x.com/risk2rise/status/1919833518584000854)  2025-05-06T19:15Z [---] followers, [---] engagements


"@WOLF_Bitcoin_ interesting article from WSJ last week.any comments from $FGNX or have you been contacted by the SEC "Unusual Trading Ahead of Crypto-Treasury Deals Draws Scrutiny From U.S. Regulators" https://www.wsj.com/finance/regulation/sec-crypto-treasury-deal-trading-21d631aereflink=desktopwebshare_permalink https://www.wsj.com/finance/regulation/sec-crypto-treasury-deal-trading-21d631aereflink=desktopwebshare_permalink"  
[X Link](https://x.com/risk2rise/status/1973450118146957502)  2025-10-01T18:09Z [---] followers, [---] engagements


"$PHAT long and strong @OptionRunners two words: upside leverage and corresponding Feb '26 $10 Puts [--] look at open interest in the Nov $10 Calls/Puts: Calls = [----] Puts = [---] Someone is VERY LONG @OptionRunners two words: upside leverage and corresponding Feb '26 $10 Puts [--] look at open interest in the Nov $10 Calls/Puts: Calls = [----] Puts = [---] Someone is VERY LONG"  
[X Link](https://x.com/risk2rise/status/1978156611370713412)  2025-10-14T17:51Z [---] followers, [---] engagements


"$PHAT good chance to turn an Operating Profit in Q4 (assuming OpEx $55m). Needham out with a Biotech M&A Landscape note. Top [--] names mentioned to be likely takeover targets $PHAT $RNA https://t.co/hQpYoCJmq0 Needham out with a Biotech M&A Landscape note. Top [--] names mentioned to be likely takeover targets $PHAT $RNA https://t.co/hQpYoCJmq0"  
[X Link](https://x.com/anyuser/status/1978158321556132080)  2025-10-14T17:57Z [---] followers, [---] engagements


"@RosannaInvests @Micro2Macr0 @Dewey_Capital you're going to get people hurt in $AREC you have no idea what you're talking about"  
[X Link](https://x.com/risk2rise/status/1978902602176770258)  2025-10-16T19:15Z [---] followers, [---] engagements


"@MikeAHFerguson @ericjackson CAR-T likely a no-go (Harr doesnt sound optimistic): [--]. Capital constrained in a competitive field [--]. no human data (primate); once have human data may partner or spin out. Promising platform but may not go forward with it tbd [--]. Type [--] main focus allocating capital to this"  
[X Link](https://x.com/risk2rise/status/1979203496944480444)  2025-10-17T15:11Z [---] followers, [--] engagements


"@Wilbur_Stein11 "still pending the completion of a thorough review process including due diligence and detailed investigation by the OSC into the companies' capabilities and plans to support a domestic U.S. supply chain for rare earth magnets""  
[X Link](https://x.com/risk2rise/status/1985447626335281260)  2025-11-03T20:42Z [---] followers, [--] engagements


"@probzunknown you have no clue what you are doing. as of 10/28 Citadel owned 11%. It could be a hedge they could be short via options. the OSC loan is not finalized the OSC due diligence process is typically multi-month process. OSC should/will undoubtably question the LRR leasing terms"  
[X Link](https://x.com/risk2rise/status/1986173726023381395)  2025-11-05T20:48Z [---] followers, [--] engagements


"$ARQ down -31% today. really bad execution GAC is an absolute cluster Rasmus is clueless. this stock is untouchable regardless of how much I/you want the company to be successful. @danban__ important disclosure: $ARQ pays Water Tower to write reports the long and the short: CEO Rasmus cannot be trusted. [--]. he was wrong on dilution: issued equity [--]. wrong on timing: build & production delayed [--]. wrong on CapEx: higher [--]. wrong on contracted GAC production @danban__ important disclosure: $ARQ pays Water Tower to write reports the long and the short: CEO Rasmus cannot be trusted. [--]. he was wrong"  
[X Link](https://x.com/risk2rise/status/1986460250677866874)  2025-11-06T15:46Z [---] followers, [---] engagements


"@KEDM_COM "pre-announced" an investor day - that's usually how those things work 😉 having followed $BKD for years I dont see them setting themselves up for sale but ynk demographictailwind+existing supply constrained+ new start construction uncompetitive+new org structure=bullish"  
[X Link](https://x.com/risk2rise/status/1988346051388903803)  2025-11-11T20:40Z [---] followers, [--] engagements


"@A_May_MD re: other "M&A names" - one I like that no one is really talking about is $PHAT. q4 they may surprise with an operating profit (company did not guide to this street not expecting); wouldnt be surprised to see them taken out in '26 (new CFO is a dealmaker multiple prev. M&A)"  
[X Link](https://x.com/risk2rise/status/1989425083912491028)  2025-11-14T20:07Z [---] followers, [---] engagements


"$AREC no funds dispersed: " additional steps both companies must take to proceed toward financial close on the loan to include fulfilling financial legal technical and other due diligence requirements" https://www.war.gov/News/Releases/Release/Article/4339788/office-of-strategic-capital-agrees-to-joint-700m-conditional-loan-commitment-wi/ https://www.war.gov/News/Releases/Release/Article/4339788/office-of-strategic-capital-agrees-to-joint-700m-conditional-loan-commitment-wi/"  
[X Link](https://x.com/anyuser/status/1991947517999640846)  2025-11-21T19:11Z [---] followers, [---] engagements


"@gmovestr [--]. congrats [--]. there should be no grounds above the plunger. get a bodum [--]. hario v60 - the simplest and the best"  
[X Link](https://x.com/risk2rise/status/1996640261490069953)  2025-12-04T17:58Z [---] followers, [--] engagements


"$AREC CEO w/ some really insightful inspiring comments on this morning's PAID Virtual Investor Meeting: "Awesome" "Super Excited" "Best in class" "China" "Data Data Data. Data means everything" "Awesome" (again) "Africa" "SE Asia" (South Korea is not SE Asia) "China" (again)"  
[X Link](https://x.com/anyuser/status/1998066251726262557)  2025-12-08T16:24Z [---] followers, [---] engagements


"@LauraEWeiss16 [--] for Gott vs [--] for Fitz. I think Fitz more likely to pass with Dems support (and prev. Whitehouse support) biggest difference being Gott [--] yr vs Fitz [--] yr ext)"  
[X Link](https://x.com/risk2rise/status/1999215289544901038)  2025-12-11T20:30Z [---] followers, [--] engagements


"@Maximus_Holla head fake same thing happened during Thanksgiving week during light volume. RJ init. coverage +90% target price. my estimate is that they are going to turn Oper Profit in Q4 (to my knowledge no one on the Street estimating this)"  
[X Link](https://x.com/risk2rise/status/1999503809689665961)  2025-12-12T15:37Z [---] followers, [--] engagements


"@JakeSherman as of 3pm EST the lines have moved. what I cant understand is why more Dems are voting for Gott vs Fitz (Gott is more restrictive with only [--] year extension guaranteed) Gott [--] (28 D/11 R) Fitz [--] (12 D/12 R)"  
[X Link](https://x.com/risk2rise/status/1999570965613678849)  2025-12-12T20:04Z [---] followers, [--] engagements


"$BKD the inflection point party is just getting started typical sell-side better late than never though: RBC upgrades +44% $9 $13 $BKD - Barclays price target +47% to $14 my $.02: massive demographictailwind; existing supply constrained new start construction not competitive = BKD price & value leader; new CEO Stengle A+ immediately flattened org into [--] regions (nimble autonomy local needs execution) $BKD - Barclays price target +47% to $14 my $.02: massive demographictailwind; existing supply constrained new start construction not competitive = BKD price & value leader; new CEO Stengle A+"  
[X Link](https://x.com/risk2rise/status/1990458066144305399)  2025-11-17T16:32Z [---] followers, [---] engagements


"$BKD new [--] wk high. Sell-side once again late to the party: today BofA raises+93% to $13. Prev. late guests incl. Barclays +47% to $14 & RBC +44% to $13"  
[X Link](https://x.com/anyuser/status/2008592329054318871)  2026-01-06T17:31Z [---] followers, [---] engagements


"@jay_21_ (cough) $BKD (cough)"  
[X Link](https://x.com/risk2rise/status/2014028222548058571)  2026-01-21T17:32Z [---] followers, [---] engagements


"$OSCR reports tomorrow morning and given commentary of $MOH and $CNC as it relates to the ACA Marketplace results + guidance should be good $OSCR currently dipping into $11s is just stupid Bertolini is a A+ operator bet against him at your own peril"  
[X Link](https://x.com/anyuser/status/2020903091592163446)  2026-02-09T16:50Z [---] followers, [---] engagements


"@AlderLaneeggs "you dumb fck" haha is there anyone more entertaining and interesting (while also being educational) in the business than Cohodes"  
[X Link](https://x.com/risk2rise/status/1399770435496075266)  2021-06-01T16:50Z [---] followers, [--] engagements


"@WillManidis come on man give us some more color - what about their ego exactly Most CEOs have "quirks" but genuinely curious what yours was in this instance. One of the best I've ever heard (and subsequently highly accurate) is the @AlderLaneEggs infamous "wig indicator""  
[X Link](https://x.com/risk2rise/status/1575932212947845120)  2022-09-30T19:34Z [---] followers, [--] engagements


"$BKD - Barclays price target +47% to $14 my $.02: massive demographictailwind; existing supply constrained new start construction not competitive = BKD price & value leader; new CEO Stengle A+ immediately flattened org into [--] regions (nimble autonomy local needs execution)"  
[X Link](https://x.com/risk2rise/status/1987928708363997208)  2025-11-10T17:01Z [---] followers, [---] engagements


"$SRZN patent applications have been cited as "prior art" during the patent process for EyeBio $MRK Restoret. This means that the U.S. Patent and Trademark Office considers Surrozen's existing or pending patents relevant to the novelty or non-obviousness of EyeBio's technology""  
[X Link](https://x.com/anyuser/status/1993378336220102660)  2025-11-25T17:56Z [---] followers, [---] engagements


"$MRK acquired EyeBio for $1.3B upfront + $1.7B in future milestone payments. What does that make micro cap $SRZN with an Enterprise Value of $65M worth $SRZN patent applications have been cited as "prior art" during the patent process for EyeBio $MRK Restoret. This means that the U.S. Patent and Trademark Office considers Surrozen's existing or pending patents relevant to the novelty or non-obviousness of EyeBio's technology" $SRZN patent applications have been cited as "prior art" during the patent process for EyeBio $MRK Restoret. This means that the U.S. Patent and Trademark Office"  
[X Link](https://x.com/anyuser/status/1993381288926232843)  2025-11-25T18:08Z [---] followers, [---] engagements


"$SRZN CEO Parker presented at Evercore today: "we have very broad intellectual property and any antibody based frizzled lrp targeted multivalent multispecific molecule will infringe our patent and that includes EyeBio" $MRK"  
[X Link](https://x.com/anyuser/status/1996333302387540425)  2025-12-03T21:38Z [---] followers, [---] engagements


"$SRZN +15% today on heavy volume and "no news" 🤔 $SRZN CEO Parker presented at Evercore today: "we have very broad intellectual property and any antibody based frizzled lrp targeted multivalent multispecific molecule will infringe our patent and that includes EyeBio" $MRK $SRZN CEO Parker presented at Evercore today: "we have very broad intellectual property and any antibody based frizzled lrp targeted multivalent multispecific molecule will infringe our patent and that includes EyeBio" $MRK"  
[X Link](https://x.com/anyuser/status/1996638943425843215)  2025-12-04T17:53Z [---] followers, [---] engagements


"@FGNexusio $FGNX step 1: become an ETH Treasury company step 2: raise $200m to buy ETH step 3: sell ETH to buyback 3.4m shares @$3.45 lose -30%😂 stock down over -90% in a year absolute shit show @maja0G @KyleCerminaraFG @CoachJoeMoglia @IgnoreNarrative @NdamukongSuh"  
[X Link](https://x.com/risk2rise/status/2000605325704257570)  2025-12-15T16:34Z [---] followers, [---] engagements


"@Joshthe3rd_ CG owns 26% approx. and cont. to buy as recently as 1/20/26. clearly believe $SRZN should trade (multiples) higher given Merck/EyeBio. Surrozen claims there are related patent infringement issues w/ EyeBio given their intellectual property. what value to assign not sure"  
[X Link](https://x.com/risk2rise/status/2014027238006526300)  2026-01-21T17:28Z [---] followers, [--] engagements


"$SRZN 1.2m share block trade yesterday afternoon HIGHLY unusual (110-120k daily volume) with 8.5m shares outstanding. Except for Column Group no one has that many shares to trade which means "someone" exercised their Warrants early ('24 exp. in '29; '25 exp. in '30)"  
[X Link](https://x.com/anyuser/status/2016248994070958567)  2026-01-27T20:36Z [---] followers, [---] engagements


"@AlderLaneEggs Ever been to the Shuswap or Okanagan Favorite place(s) to go"  
[X Link](https://x.com/risk2rise/status/2016347815794839936)  2026-01-28T03:09Z [---] followers, [---] engagements


"@0xSweep that same $95k put into an S&P [---] index fund would be worth $417525 today"  
[X Link](https://x.com/risk2rise/status/2016561273631088798)  2026-01-28T17:17Z [---] followers, [--] engagements


"TCG strikes again they are the "mysterious" buyers of [-------] shares. At this rate they are going to buy the entire company. $SRZN 1.2m share block trade yesterday afternoon HIGHLY unusual (110-120k daily volume) with 8.5m shares outstanding. Except for Column Group no one has that many shares to trade which means "someone" exercised their Warrants early ('24 exp. in '29; '25 exp. in '30) https://t.co/UD4VBcU1NO $SRZN 1.2m share block trade yesterday afternoon HIGHLY unusual (110-120k daily volume) with 8.5m shares outstanding. Except for Column Group no one has that many shares to trade"  
[X Link](https://x.com/risk2rise/status/2016918161065402470)  2026-01-29T16:55Z [---] followers, [--] engagements


"$SRZN - TCG strikes again they are the "mysterious" buyer of [-------] shares. At this rate they are going to buy the entire company. $SRZN 1.2m share block trade yesterday afternoon HIGHLY unusual (110-120k daily volume) with 8.5m shares outstanding. Except for Column Group no one has that many shares to trade which means "someone" exercised their Warrants early ('24 exp. in '29; '25 exp. in '30) https://t.co/UD4VBcU1NO $SRZN 1.2m share block trade yesterday afternoon HIGHLY unusual (110-120k daily volume) with 8.5m shares outstanding. Except for Column Group no one has that many shares to"  
[X Link](https://x.com/anyuser/status/2016927165845995530)  2026-01-29T17:31Z [---] followers, [---] engagements


"$BKD - well that escalated quickly +8% today and +200% LTM pre-announced '25 + '26 guidance. firing on all cylinders "guiding annual mid-teens adjusted EBITDA growth for the next several years" Looking forward to the Investor Day tomorrow morning: https://brookdaleinvestors.com/news/news-details/2026/Brookdale-Announces-2026-Investor-Day-and-Webcast/default.aspx $BKD new [--] wk high. Sell-side once again late to the party: today BofA raises+93% to $13. Prev. late guests incl. Barclays +47% to $14 & RBC +44% to $13"  
[X Link](https://x.com/anyuser/status/2016928542085288171)  2026-01-29T17:36Z [---] followers, [---] engagements


"@zen_tropy time stamp 33:18 onward is most interesting to me regarding $OCUL - the industry/buyers really seem to put Pravin in his place: "the CEO should keep their head down on development" "dont focus on the numbers upfront as it anchors the price""  
[X Link](https://x.com/risk2rise/status/2017342226607546374)  2026-01-30T21:00Z [---] followers, [---] engagements


"@seedy19tron this is significant for $SLNO if # are true. Q1 seasonality for nearly all branded drugs is the weakest due to Insurance plan resets"  
[X Link](https://x.com/risk2rise/status/2018349001595039822)  2026-02-02T15:41Z [---] followers, [----] engagements


"@weary_centurion nice assessment fair and balanced. after Molina and Centene reported their results and mgmt commentary clearly showed the marketplace was stabilizing. [----] shaping up to be an excellent year. one thing to watch out for is Q1 membership cliff as Mark indicated on the call"  
[X Link](https://x.com/risk2rise/status/2021426560260243728)  2026-02-11T03:30Z [---] followers, [--] engagements


"$OSCR reports tomorrow morning and given commentary of $MOH and $CNC as it relates to the ACA Marketplace results + guidance should be good $OSCR currently dipping into $11s is just stupid Bertolini is a A+ operator bet against him at your own peril"  
[X Link](https://x.com/anyuser/status/2020903091592163446)  2026-02-09T16:50Z [---] followers, [---] engagements


"$HIMS yes yes indeed they flew too close to the sun. Is $HIMS flying too close to the sun A thread. $HIMS is up over 50% since announcing on 5/20/24 that they will be offering customers compounded semaglutide GLP-1s through a partnership with a leading US manufacturer of generic and 503B compounded injectable medications. Is $HIMS flying too close to the sun A thread. $HIMS is up over 50% since announcing on 5/20/24 that they will be offering customers compounded semaglutide GLP-1s through a partnership with a leading US manufacturer of generic and 503B compounded injectable medications"  
[X Link](https://x.com/anyuser/status/2020900589106815121)  2026-02-09T16:40Z [---] followers, [---] engagements


"Is $HIMS flying too close to the sun A thread. $HIMS is up over 50% since announcing on 5/20/24 that they will be offering customers compounded semaglutide GLP-1s through a partnership with a leading US manufacturer of generic and 503B compounded injectable medications"  
[X Link](https://x.com/anyuser/status/1805280965003989164)  2024-06-24T16:44Z [---] followers, [----] engagements


"$BTC is an inside job by a bad actor(s) associated with spy agencies. That's been my hunch for a long long time. At the time this letter was written there were around [-----] commits to Bitcoin's code. Today there are [-----] commits to Bitcoin's code. That means that 74.79% of the Bitcoin core development and code was committed after Jeffery Epstein took over the defacto senior management https://t.co/yddwpSyZZK At the time this letter was written there were around [-----] commits to Bitcoin's code. Today there are [-----] commits to Bitcoin's code. That means that 74.79% of the Bitcoin core"  
[X Link](https://x.com/anyuser/status/2019443989934452815)  2026-02-05T16:12Z [---] followers, [----] engagements


"At the time this letter was written there were around [-----] commits to Bitcoin's code. Today there are [-----] commits to Bitcoin's code. That means that 74.79% of the Bitcoin core development and code was committed after Jeffery Epstein took over the defacto senior management role as benefactor. He may not have been 'Satoshi' but he was absolutely running the executive direction of Bitcoin on behalf of Mossad. What are the odds that there are backdoors built into Bitcoin's code at this point Porbably about 100%. P.S. Ever wonder how the Bitcoin ransome for the [----] Continental Pipeline hack"  
[X Link](https://x.com/anyuser/status/2018160077769789584)  2026-02-02T03:10Z 10.4K followers, 4.5M engagements


"@Jason $MSTR risk is that the equity premium vs bitcoin evaporates (i.e. the market values it solely as a bitcoin holding company equity prem. goes to nil or [---] NAV) other major risk IMHO: the creator of $BTC is found to be a spy agency/bad actor/etc. tail risk = BTC price collapse"  
[X Link](https://x.com/anyuser/status/1861090175578780149)  2024-11-25T16:50Z [---] followers, [---] engagements


"$BKD - well that escalated quickly +8% today and +200% LTM pre-announced '25 + '26 guidance. firing on all cylinders "guiding annual mid-teens adjusted EBITDA growth for the next several years" Looking forward to the Investor Day tomorrow morning: https://brookdaleinvestors.com/news/news-details/2026/Brookdale-Announces-2026-Investor-Day-and-Webcast/default.aspx $BKD new [--] wk high. Sell-side once again late to the party: today BofA raises+93% to $13. Prev. late guests incl. Barclays +47% to $14 & RBC +44% to $13"  
[X Link](https://x.com/anyuser/status/2016928542085288171)  2026-01-29T17:36Z [---] followers, [---] engagements


"$BKD new [--] wk high. Sell-side once again late to the party: today BofA raises+93% to $13. Prev. late guests incl. Barclays +47% to $14 & RBC +44% to $13"  
[X Link](https://x.com/anyuser/status/2008592329054318871)  2026-01-06T17:31Z [---] followers, [---] engagements


"$SRZN - TCG strikes again they are the "mysterious" buyer of [-------] shares. At this rate they are going to buy the entire company. $SRZN 1.2m share block trade yesterday afternoon HIGHLY unusual (110-120k daily volume) with 8.5m shares outstanding. Except for Column Group no one has that many shares to trade which means "someone" exercised their Warrants early ('24 exp. in '29; '25 exp. in '30) https://t.co/UD4VBcU1NO $SRZN 1.2m share block trade yesterday afternoon HIGHLY unusual (110-120k daily volume) with 8.5m shares outstanding. Except for Column Group no one has that many shares to"  
[X Link](https://x.com/anyuser/status/2016927165845995530)  2026-01-29T17:31Z [---] followers, [---] engagements


"$SRZN 1.2m share block trade yesterday afternoon HIGHLY unusual (110-120k daily volume) with 8.5m shares outstanding. Except for Column Group no one has that many shares to trade which means "someone" exercised their Warrants early ('24 exp. in '29; '25 exp. in '30)"  
[X Link](https://x.com/anyuser/status/2016248994070958567)  2026-01-27T20:36Z [---] followers, [---] engagements


"$AREC nearly [--] months ago CEO Mark Jensen (who blocked me) announced a CEO transition w/ Josh Hawes taking over as CEO. Not a single SEC filing noting this. Not a single company press release noting this CEO change/transition. Why"  
[X Link](https://x.com/anyuser/status/2015874552211923237)  2026-01-26T19:48Z [---] followers, [---] engagements


"$SOPH '26 starting off strong with another world-class partnership this time w/ MD Anderson. stock is up +65% LTM. we are early. https://ir.sophiagenetics.com/2026-01-07-SOPHiA-GENETICS-and-MD-Anderson-Announce-Strategic-Collaboration-to-Accelerate-AI-Driven-Precision-Oncology#email Sophia Genetics $SOPH fits one of my favorite themes of investing. "The [--] Ms" - Misunderstood Mispriced Microcap. Good progress in '25 with expanded and deepening partnerships means '26 setting up to be a banner year. The future looks bright."  
[X Link](https://x.com/anyuser/status/2008945029029745133)  2026-01-07T16:53Z [---] followers, [---] engagements


"Sophia Genetics $SOPH fits one of my favorite themes of investing. "The [--] Ms" - Misunderstood Mispriced Microcap. Good progress in '25 with expanded and deepening partnerships means '26 setting up to be a banner year. The future looks bright"  
[X Link](https://x.com/anyuser/status/1971653794112196823)  2025-09-26T19:11Z [---] followers, [---] engagements


"$PHAT good to see RJ initiating coverage w/ a bold $28 target price +90% more coverage more eyeballs more buyers I cont. to believe Phathom will turn an Oper Profit in Q4 (to my knowledge no one on the Street estimating this) $PHAT good chance to turn an Operating Profit in Q4 (assuming OpEx $55m). $PHAT good chance to turn an Operating Profit in Q4 (assuming OpEx $55m)"  
[X Link](https://x.com/anyuser/status/1999505053514711207)  2025-12-12T15:42Z [---] followers, [---] engagements


"$PHAT good chance to turn an Operating Profit in Q4 (assuming OpEx $55m). Needham out with a Biotech M&A Landscape note. Top [--] names mentioned to be likely takeover targets $PHAT $RNA https://t.co/hQpYoCJmq0 Needham out with a Biotech M&A Landscape note. Top [--] names mentioned to be likely takeover targets $PHAT $RNA https://t.co/hQpYoCJmq0"  
[X Link](https://x.com/anyuser/status/1978158321556132080)  2025-10-14T17:57Z [---] followers, [---] engagements


"$AREC CEO w/ some really insightful inspiring comments on this morning's PAID Virtual Investor Meeting: "Awesome" "Super Excited" "Best in class" "China" "Data Data Data. Data means everything" "Awesome" (again) "Africa" "SE Asia" (South Korea is not SE Asia) "China" (again)"  
[X Link](https://x.com/anyuser/status/1998066251726262557)  2025-12-08T16:24Z [---] followers, [---] engagements


"$SRZN +15% today on heavy volume and "no news" 🤔 $SRZN CEO Parker presented at Evercore today: "we have very broad intellectual property and any antibody based frizzled lrp targeted multivalent multispecific molecule will infringe our patent and that includes EyeBio" $MRK $SRZN CEO Parker presented at Evercore today: "we have very broad intellectual property and any antibody based frizzled lrp targeted multivalent multispecific molecule will infringe our patent and that includes EyeBio" $MRK"  
[X Link](https://x.com/anyuser/status/1996638943425843215)  2025-12-04T17:53Z [---] followers, [---] engagements


"$SRZN CEO Parker presented at Evercore today: "we have very broad intellectual property and any antibody based frizzled lrp targeted multivalent multispecific molecule will infringe our patent and that includes EyeBio" $MRK"  
[X Link](https://x.com/anyuser/status/1996333302387540425)  2025-12-03T21:38Z [---] followers, [---] engagements


"$MRK acquired EyeBio for $1.3B upfront + $1.7B in future milestone payments. What does that make micro cap $SRZN with an Enterprise Value of $65M worth $SRZN patent applications have been cited as "prior art" during the patent process for EyeBio $MRK Restoret. This means that the U.S. Patent and Trademark Office considers Surrozen's existing or pending patents relevant to the novelty or non-obviousness of EyeBio's technology" $SRZN patent applications have been cited as "prior art" during the patent process for EyeBio $MRK Restoret. This means that the U.S. Patent and Trademark Office"  
[X Link](https://x.com/anyuser/status/1993381288926232843)  2025-11-25T18:08Z [---] followers, [---] engagements


"$SRZN patent applications have been cited as "prior art" during the patent process for EyeBio $MRK Restoret. This means that the U.S. Patent and Trademark Office considers Surrozen's existing or pending patents relevant to the novelty or non-obviousness of EyeBio's technology""  
[X Link](https://x.com/anyuser/status/1993378336220102660)  2025-11-25T17:56Z [---] followers, [---] engagements


"$AREC fired their Accounting Firm and hired a new one "that specializes in the Cannabis industry" and is aptly named GreenGrowth CPAs 🤣 "other than an explanatory paragraph relating to the Companys ability to continue as a going concern" https://www.sec.gov/ixdoc=/Archives/edgar/data/0001590715/000147793225008556/arec_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001590715/000147793225008556/arec_8k.htm"  
[X Link](https://x.com/anyuser/status/1993013047401828478)  2025-11-24T17:45Z [---] followers, [---] engagements


"Great work by @IcebergResear. Fluor tells you everything you need to know about $SMR. For years they've had a strategic partnership as the largest shareholder and have sold hundreds of millions of dollars in equity while most recently decided to "monetize" their remaining stake"  
[X Link](https://x.com/anyuser/status/1992414756804936045)  2025-11-23T02:07Z [---] followers, [---] engagements


"We are publishing an important update for $SMR 1/x https://iceberg-research.com/2025/11/14/nuscale-wants-to-sell-72-reactors-to-a-company-based-in-a-wework-office-shared-with-nuscale/ https://iceberg-research.com/2025/11/14/nuscale-wants-to-sell-72-reactors-to-a-company-based-in-a-wework-office-shared-with-nuscale/"  
[X Link](https://x.com/anyuser/status/1989354940826112261)  2025-11-14T15:29Z 21.8K followers, 20.2K engagements


"$AREC no funds dispersed: " additional steps both companies must take to proceed toward financial close on the loan to include fulfilling financial legal technical and other due diligence requirements" https://www.war.gov/News/Releases/Release/Article/4339788/office-of-strategic-capital-agrees-to-joint-700m-conditional-loan-commitment-wi/ https://www.war.gov/News/Releases/Release/Article/4339788/office-of-strategic-capital-agrees-to-joint-700m-conditional-loan-commitment-wi/"  
[X Link](https://x.com/anyuser/status/1991947517999640846)  2025-11-21T19:11Z [---] followers, [---] engagements


"$AREC pumper cannot take constructive criticism so he/she blocked me. after accusing me of using AI🤣 also pretty sure your legal liability is not waived by saying sike this is just for fun (pumper: "nothing I say is financial advice just sharing my journey") @probzunknown you think I used AI for my research haha ok I'll take that as a compliment. @probzunknown you think I used AI for my research haha ok I'll take that as a compliment"  
[X Link](https://x.com/anyuser/status/1991196015966208021)  2025-11-19T17:24Z [---] followers, [---] engagements


"@probzunknown you think I used AI for my research haha ok I'll take that as a compliment"  
[X Link](https://x.com/anyuser/status/1991192217063461359)  2025-11-19T17:09Z [---] followers, [---] engagements

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