# ![@tomclearynyc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2449613672.png) @tomclearynyc Tom

Tom posts on X about $bbio, $lion, $vktx, money the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2449613672/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2449613672/c:line/m:interactions.svg)

- [--] Week [------] -65%
- [--] Month [-------] +1,434%
- [--] Months [-------] -5.70%
- [--] Year [---------] +48%

### Mentions: [--] [#](/creator/twitter::2449613672/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2449613672/c:line/m:posts_active.svg)

- [--] Months [---] +71%
- [--] Year [---] -1.50%

### Followers: [-----] [#](/creator/twitter::2449613672/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2449613672/c:line/m:followers.svg)

- [--] Week [-----] +0.36%
- [--] Month [-----] +4.30%
- [--] Months [-----] +13%
- [--] Year [-----] +31%

### CreatorRank: [---------] [#](/creator/twitter::2449613672/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2449613672/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [nfl](/list/nfl)  [fashion brands](/list/fashion-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[$bbio](/topic/$bbio), [$lion](/topic/$lion), [$vktx](/topic/$vktx), [money](/topic/money), [$nvda](/topic/$nvda), [$xers](/topic/$xers), [$cytk](/topic/$cytk), [$pfe](/topic/$pfe), [nvda](/topic/nvda), [$swtx](/topic/$swtx)

**Top accounts mentioned or mentioned by**
[@given2tweet](/creator/undefined) [@champchaz02](/creator/undefined) [@darrenc777](/creator/undefined) [@biohazard3737](/creator/undefined) [@mill88178](/creator/undefined) [@lasvegaslocally](/creator/undefined) [@vitalvegas](/creator/undefined) [@wynnlasvegas](/creator/undefined) [@accc00007](/creator/undefined) [@revshark](/creator/undefined) [@persimmonti](/creator/undefined) [@kellyinvegas](/creator/undefined) [@cnotevegas](/creator/undefined) [@circasports](/creator/undefined) [@thevegasvice](/creator/undefined) [@sevenoutpod](/creator/undefined) [@sportsbios](/creator/undefined) [@billkrackman](/creator/undefined) [@fezziksports](/creator/undefined) [@frankdrebin](/creator/undefined)

**Top assets mentioned**
[BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Loaded Lions (LION)](/topic/$lion) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Pfizer, Inc. (PFE)](/topic/$pfe) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Intel Corporation (INTC)](/topic/$intc) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Eli Lilly and Company (LLY)](/topic/$lly) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Forward Air Corp (FWRD)](/topic/$fwrd) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Novartis AG (NVS)](/topic/$nvs) [Amgen, Inc. (AMGN)](/topic/$amgn) [PENN Entertainment Inc (PENN)](/topic/$penn) [Bitcoin (BTC)](/topic/bitcoin) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Halozyme Therapeutics, Inc. (HALO)](/topic/$halo) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [MX Token (MX)](/topic/$mx) [Arvinas, Inc (ARVN)](/topic/$arvn) [Abivax SA (ABVX)](/topic/$abvx) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Costco Wholesale Corporation (COST)](/topic/costco) [uniQure N.V. (QURE)](/topic/$qure) [CasinoCoin (CSC)](/topic/casino) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bausch & Lomb Corp (BLCO)](/topic/$blco) [American Eagle Outfitters (AEO)](/topic/$aeo) [Oracle Corporation (ORCL)](/topic/$orcl) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [Biogen Inc (BIIB)](/topic/$biib) [April (APRIL)](/topic/april) [Snap, Inc. (SNAP)](/topic/$snap) [Gambling.com Group Limited (GAMB)](/topic/gambling) [MemeCore (M)](/topic/$m) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [GammaSwap (GS)](/topic/$gs) [RH (RH)](/topic/$rh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@frank_drebin @ChipMunn1 It's hard for me to envision $XERS selling without first knowing whether any of their current collabs will lead to a license deal. It's close to the [--] year anniversary of the $MRK collab for example (signed Oct 21) so a decision should be coming soon. If Merck and/or other BP"  
[X Link](https://x.com/tomclearynyc/status/1670247848292544513)  2023-06-18T01:51Z [---] followers, [--] engagements


"Here's how Sixers and Harden play out. They move Harden for [--] good rotation pieces from Clippers. They also move Maxey to Portland for Dame. Maxey is a huge loss but Dame actually helps them more now and they know the window is only 1-2 years or else Embiid is gone and window"  
[X Link](https://x.com/tomclearynyc/status/1674569519350546432)  2023-06-30T00:04Z [---] followers, [--] engagements


"Obviously there are financial implications of a potential $AUPH buyout. But from a healthcare pov many more patients will get treated once it's in the hands of a larger company. Considering the demographics the disease most affects there's also an opportunity for political"  
[X Link](https://x.com/tomclearynyc/status/1674573994412965889)  2023-06-30T00:22Z [---] followers, [--] engagements


"$XERS is now [--] months into the collab with $MRK. Paul has said previously it's an 18-24 month process from collab to license agreement the terms of which are already agreed upon. It's up to the collab partner to either exercise it or not. I have no idea if it will happen but"  
[X Link](https://x.com/tomclearynyc/status/1684982068709556224)  2023-07-28T17:40Z [---] followers, [--] engagements


"Essentially $BIIB is a believer in the optimistic $1.5B peak sales estimates for $RETA. So they are paying approx 4x plus taking on Reta debt. PG and his $AUPH squad are high fiving today because if they can get the same 4x multiple on $1B peak sales estimate $AUPH is worth $30"  
[X Link](https://x.com/tomclearynyc/status/1685027666330533889)  2023-08-05T22:27Z [---] followers, [----] engagements


"@AndrewBrandt Dave Portnoy may be a sports business half of famer if it's true that he is getting Barstool back for free after already getting paid for it once"  
[X Link](https://x.com/tomclearynyc/status/1689032165231673344)  2023-08-08T21:53Z [---] followers, 26.4K engagements


"Always enjoy learning about how the deal went down $BIIB $RETA Friday night fun Reata Pharmaceuticals filed the prelim proxy for its merger with Biogen this evening It disclosed a very tight two-horse race between $BIIB and Party A (Merck) $RETA was not shopped and Biogen won with $172.50 vs $172.00 for Party A before bidding was ended https://t.co/bUlvHvj4qa Friday night fun Reata Pharmaceuticals filed the prelim proxy for its merger with Biogen this evening It disclosed a very tight two-horse race between $BIIB and Party A (Merck) $RETA was not shopped and Biogen won with $172.50 vs $172.00"  
[X Link](https://x.com/tomlovesvegas/status/1690315342394822657)  2023-08-12T10:52Z [----] followers, [----] engagements


"I sold some $XERS after earnings. With $MRK passing on the technology I think it's dead money for a while. License deals are a big part of the upside potential. Still holding and will look to add back in around the 1.80-2 level where I think it's heading. Position size went from 12% of portfolio to 7%. I just see better opportunities elsewhere in short term"  
[X Link](https://x.com/tomclearynyc/status/1691457942418272258)  2023-08-15T14:32Z [---] followers, [---] engagements


"Crowded as ever at Bellagio #Vegas #mgmhack"  
[X Link](https://x.com/tomlovesvegas/status/1702792924382323082)  2023-09-15T21:14Z [----] followers, [----] engagements


"I just laughed out loud. Drunk guy walking through Mirage yells to his girlfriend who looks pissed "it's our first night I'm going up to the room to get the adderal and then I'll win it all back" #Vegas"  
[X Link](https://x.com/tomclearynyc/status/1702854677808005616)  2023-09-16T01:19Z [---] followers, [---] engagements


"Steak and eggs and college football. Breakfast of champions @Cosmopolitan_LV #Vegas"  
[X Link](https://x.com/tomclearynyc/status/1703085911628808619)  2023-09-16T16:38Z [---] followers, [--] engagements


"Omg I might have to move into the Mirage. Just won the 20k Grand jackpot. I thought this only happened on YouTube 😂"  
[X Link](https://x.com/tomclearynyc/status/1703189150634291272)  2023-09-16T23:28Z [---] followers, 51.8K engagements


"Golden hour at the new Yahoo Sportsbook at the Venetian #Vegas"  
[X Link](https://x.com/tomclearynyc/status/1703448314086367247)  2023-09-17T16:38Z [---] followers, [---] engagements


"2 NFL games in overtime. Wynn Sportsbook is packed #Vegas"  
[X Link](https://x.com/tomclearynyc/status/1703499005802709275)  2023-09-17T19:59Z [---] followers, [---] engagements


"In NYC getting driven around in a black Escalade is pretty sweet. In Vegas it's like wow I guess you can't afford the Rolls Royce 😂. Meanwhile I'm in a rental Toyota Rav [--] 🤷🏻♂"  
[X Link](https://x.com/tomclearynyc/status/1704926722058338601)  2023-09-21T18:33Z [---] followers, [---] engagements


"9am margs hit different at the Peppermill #Vegas"  
[X Link](https://x.com/tomlovesvegas/status/1705621436390646090)  2023-09-23T16:33Z [----] followers, [----] engagements


"@BCTime_Out It's a cool spot. Food is like good diner food nothing fancy but huge portions. Like a lot of touristy places it's a bit overpriced but it's a cool historic spot to check out so you're paying for the experince"  
[X Link](https://x.com/tomclearynyc/status/1706496474018906498)  2023-09-26T02:30Z [---] followers, [--] engagements


"Generally agree but you can have a group that does both. Union Square being the obvious example. Shake Shack started as a pop up being run out of the Eleven Madison Park kitchen. While you could never have [---] Eleven Madison Park type restaurants you could absolutely have 1-2 of them plus [---] casual restaurants under same umbrella You can have a michelin star OR [---] locations but not both. You can have a michelin star OR [---] locations but not both"  
[X Link](https://x.com/tomlovesvegas/status/1708238824571126168)  2023-09-30T21:54Z [----] followers, [----] engagements


"Playoff baseball in Philly. Hoping to make it to a game this year #RedOctober"  
[X Link](https://x.com/tomclearynyc/status/1709362215277486580)  2023-10-04T00:18Z [---] followers, [---] engagements


"@LuckyTraveling @Sophia_Nyx I like Leaving Las Vegas and he's great in it but damn what a sad movie. Tough to watch at certain parts. My under the radar Nicolas Cage movie is Trapped in Paradise"  
[X Link](https://x.com/tomclearynyc/status/1709436294542102582)  2023-10-04T05:12Z [---] followers, [---] engagements


"A few days in Charleston SC with family before heading back to Vegas and then Lake Tahoe for Zorkfest. Fun couple weeks ahead"  
[X Link](https://x.com/tomclearynyc/status/1709621411088584902)  2023-10-04T17:28Z [---] followers, [---] engagements


"@jasrifootball @DarrylSlater As a Philly sports fan I've seen this many times and 100% side with Giants fans even tho they are a rival. Some guys just can't play in places like Philly or New York. He should play somehwere like Arizona or LA where no one really cares about sports or winning. What a loser"  
[X Link](https://x.com/tomclearynyc/status/1709740675762147756)  2023-10-05T01:21Z [---] followers, [---] engagements


"I know a fun way to become a household name. The SoFi Sphere has a nice ring to it. $SOFI $SPHR"  
[X Link](https://x.com/tomclearynyc/status/1710430306384130535)  2023-10-06T23:02Z [---] followers, [---] engagements


"6am is always good people watching in Vegas. A combo of guys like me who went to bed early and are now awake 👴🏻 drunk people still partying and gambling and hookers looking for a last pickup. And we all meet at the [--] hour breakfast spot for eggs bacon and coffee #Vegas"  
[X Link](https://x.com/tomclearynyc/status/1711005225614802979)  2023-10-08T13:06Z [---] followers, 77.8K engagements


"Guy on the phone next to me to his wife or girlfriend. "I'm sorry I didn't call we were watching football at a sports bar it was loud. Some place Mike picked it was nice pretty upscale. I think it was called Peppermint Hippo or something like that." #Vegas"  
[X Link](https://x.com/tomclearynyc/status/1711011341870498019)  2023-10-08T13:31Z [---] followers, [----] engagements


"Started with $200 at MGM Grand. Hit a couple small bonuses then got this on a $5 bet on [--] cent denom. Put 50% of the win on Eagles [----] even though sharp money is on the Rams I just don't see it. #Vegas #jackpot #sportsbet"  
[X Link](https://x.com/anyuser/status/1711100786112090258)  2023-10-08T19:26Z [--] followers, [----] engagements


"I don't claim to be an expert but almost every sharp I respect and folllow was on the Rams today. So many that it made me question whether it was actually a sharp play so I went contrarian. When I woke up Eagles were [----] I waited til closer to game time and it dropped to [----] as money kept coming in on Rams. Cashing my [--] tickets (3 are the same bet but mgm kiosks limit you to $300 max). I also parlayed Eagles + Chiefs ML as a lot of sharps seemed to be on the Vikings too. Fun day. #sportsbetting #Vegas"  
[X Link](https://x.com/tomclearynyc/status/1711175191592923302)  2023-10-09T00:22Z [---] followers, [----] engagements


"In a world where everything has become investable from whiskey to music catalogs when does a private equity/alternative asset manager make an upfront cash payment in exchange for X amount of future Vegas casino/hotel mini bar revenue $15 for a Fiji water in a desert where everyone is thirsty #Vegas"  
[X Link](https://x.com/tomclearynyc/status/1711894216895565999)  2023-10-10T23:59Z [---] followers, [---] engagements


"@Jec599 I know but I'm talking specifically about mini bar revenue. For example a casino sells [--] years of future mini bar revenue for cash upfront from an asset manager looking for a steady income stream"  
[X Link](https://x.com/tomclearynyc/status/1711897716501193069)  2023-10-11T00:13Z [---] followers, [--] engagements


"Any lawyers follow me who specialize in copyright stuff Hypothetically (and this is truly a hypothetical but it illustrates my question better than the real example) if someone opens a country music bar and calls it "Garth's" and has lots of Garth Brooks photos memorabilia etc is there a risk you get forced to change the name I see lots of bars named Dolly's from Brooklyn to Vegas and in between but I assume it's different if you put a statue of Dolly Parton at the front the door or something like that"  
[X Link](https://x.com/tomclearynyc/status/1712536488767009240)  2023-10-12T18:31Z [---] followers, [---] engagements


"Might never leave Lake Tahoe 🏕🍺"  
[X Link](https://x.com/tomclearynyc/status/1713726286282248614)  2023-10-16T01:19Z [---] followers, [----] engagements


"Nice move in $MREO on good $RARE data. I doubt there is a significant sustained move higher without some type of transaction or a buyout. Not selling any though"  
[X Link](https://x.com/tomclearynyc/status/1713948770277437693)  2023-10-16T16:03Z [---] followers, [----] engagements


"@MeltzVegas Seems on brand as Wynn is the type of place to attract the F1 crowd of very rich Europeans and Middle East sultans"  
[X Link](https://x.com/tomclearynyc/status/1714375725867020637)  2023-10-17T20:19Z [---] followers, [---] engagements


"@diehardfanjamie @JomboyMedia You'll find bars representing the bigger sports cities like Philly and Boston where they will play all of those teams games. Not sure about AZ tho. The game was on in most regular sports bars which may have attracted some AZ fans but I kinda doubt there's an AZ specific bar"  
[X Link](https://x.com/tomclearynyc/status/1715184042725794186)  2023-10-20T01:51Z [---] followers, [---] engagements


"For $AYX there seems to be more going on than just the downgrade based on volume and 9% drop. Particularly since another analyst had positive comments last week. Looks to me like a lot of folks who have been betting on a deal got out today with earnings coming in [--] weeks. The stock is essentially back to the level it was before the 9/6 Reuters article saying they were exploring a sale"  
[X Link](https://x.com/tomclearynyc/status/1716604602416566657)  2023-10-23T23:56Z [---] followers, [----] engagements


"Market is down about 10% from all time highs. I'd argue that despite inflation and so many other issues the stock market being pretty damn close to all time highs is a huge win. [--] year chart for context. If anyone can't handle a little bit of volatility and a 10% drop from all time highs they probably shouldn't be in the market at all let alone commenting on it"  
[X Link](https://x.com/tomclearynyc/status/1717672308528034075)  2023-10-26T22:39Z [---] followers, [----] engagements


"Lesson learned tonight. Don't try to talk about stocks with cowboys fans. They know less about investing than they know about football 😂"  
[X Link](https://x.com/tomclearynyc/status/1717722104114659675)  2023-10-27T01:57Z [---] followers, [---] engagements


"@wario_chalmers @RexChapmansGap @cowboys6010 @WerderEdESPN 4% decline in a year 😂😂😂 you might want to Google "08-09 financial crisis""  
[X Link](https://x.com/tomclearynyc/status/1717743177807831120)  2023-10-27T03:21Z [---] followers, [--] engagements


"This security guys life is over. He's likely facing assault charges and a massive lawsuit against him personally and the bar/venue he was working at and/or any security vendor he was associated with. The purpose of licensed and trained security guards is to deescalate situations obviously not to sucker punch people"  
[X Link](https://x.com/tomclearynyc/status/1718252657008140585)  2023-10-28T13:05Z [---] followers, 402.6K engagements


"Randy was down so bad speculating every month on "lotto calls" he deleted his whole account. Question for @nycinvesto123 are you playjng this with stock or calls Your confidence in $AUPH indicates you'd be heavy into calls as a $15 deal would be like a 7-8x on January $10s while less than 100% gain on stock"  
[X Link](https://x.com/tomclearynyc/status/1719059475754000656)  2023-10-30T18:31Z [---] followers, [---] engagements


"Well at least [--] analyst still views $AUPH as having $1B peak sales potential (800m in US). $15 [--] month price target not taking a buyout into account"  
[X Link](https://x.com/tomclearynyc/status/1720517628928676213)  2023-11-03T19:05Z [---] followers, [----] engagements


"If you have two tickets to a gala but your wife/partner changed their mind and doesn't want to go/isn't feeling well. Do you still go solo or stay home No man left behind type of situation"  
[X Link](https://x.com/tomclearynyc/status/1720519195807350839)  2023-11-03T19:11Z [---] followers, [---] engagements


"Don't confuse cash flow positive with debt free. $XERS has debt greater than market cap. The whole context for why Paul and his team have hyped reaching break even in q4 is they have tried to signal that they don't need to raise more cash just to operate. But the market is simply not buying this narrative"  
[X Link](https://x.com/tomclearynyc/status/1724533707929772171)  2023-11-14T21:04Z [---] followers, [----] engagements


"Sold $MDGL today at [---] and reallocating to some other stocks I like better. Probably means they get a $300 buyout soon"  
[X Link](https://x.com/tomclearynyc/status/1726664531848597784)  2023-11-20T18:11Z [---] followers, [---] engagements


"We are in the plane tracking stage of the $AUPH sale process haha. Saw it on thefly as well 🛩🛩🛩 $GILD $NVS $AZN $AUPH AUPH - Vol pop analyst Haskett mentioned as acquisition play $AUPH AUPH - Vol pop analyst Haskett mentioned as acquisition play"  
[X Link](https://x.com/tomlovesvegas/status/1726987582419132688)  2023-11-21T15:35Z [----] followers, [----] engagements


"Watching an old random episode of West Wing. Season [--] I think. Big debate about the SPR and whether putting pressure on the Saudis to bring oil prices down is a better strategy than tapping the SPR and setting a bad precedent. It's amazing how every modern political issue is addressed in a network tv show that aired [--] years ago"  
[X Link](https://x.com/tomclearynyc/status/1729351776023806024)  2023-11-28T04:09Z [---] followers, [---] engagements


"@Erik_Seidel More likely Vegas moves to Texas. Las Vegas Sands is working hard to get casino gambling there"  
[X Link](https://x.com/tomclearynyc/status/1729700361462542627)  2023-11-29T03:14Z [---] followers, [---] engagements


"This is good it gives the FTC something to do. They can fight this obviously problematic merger and leave other companies alone. $CI $HUM"  
[X Link](https://x.com/tomclearynyc/status/1729943257767956721)  2023-11-29T19:19Z [---] followers, [---] engagements


"Does someone like $PFE throw $3B at $VKTX now or do they wait til data in [----] but then it could be $5B I'm a tourist here only bought in October around $10.50. I haven't added anything since I posted about it then. Sentiment changes fast Barron's touts $VKTX obesity program and potential combination pill for obesity/NASH: https://t.co/g4glz0dTKM Barron's touts $VKTX obesity program and potential combination pill for obesity/NASH: https://t.co/g4glz0dTKM"  
[X Link](https://x.com/tomlovesvegas/status/1731070859790495889)  2023-12-02T22:00Z [---] followers, [----] engagements


"Unlikely $XERS gets back to 1.60's but I'm still glad I sold half. Im pretty surprised (in a good way) that Paul talked so candidly about the $REGN collab at the fireside chat last week. In the past he hasn't really been willing to do that. Tells me a license deal is close there's no other reason to hype it if he doesn't have some level of certainty. He also talked as if any deal will be bigger than initially thought. Not much downside risk at $2. The question is how long do you have to wait to see a big return With a lot of other good setups opportunity cost is something to consider"  
[X Link](https://x.com/tomclearynyc/status/1731087285305655792)  2023-12-02T23:05Z [---] followers, [----] engagements


"He left $GSK to join Horizon and lost that job when they got bought by $AMGN so it seems unlikely he'd join $AUPH to go through the same exact thing again. He may have had assurances from Pete that there's no sale coming anytime soon. Only caveat would be if $GSK is buying $AUPH then it's possible he'd take the job knowing he'd be able to stick around post buyout with $GSK where he worked for so many years"  
[X Link](https://x.com/tomclearynyc/status/1731787746883051561)  2023-12-04T21:29Z [---] followers, [---] engagements


"I own [--] of these [--] $MREO stock and April calls in $AUPH which likely means it will be $RARE who gets bought"  
[X Link](https://x.com/tomclearynyc/status/1732435160782553171)  2023-12-06T16:21Z [---] followers, [----] engagements


"I don't follow this one really other than it's one of the few retail/restaurant names on a watchlist I keep of future potential buyouts. If I had to guess I'd say $SHAK is bought out in [----]. Shake Shack CEO Randy Garutti to retire in [----] $SHAK https://t.co/pjsv7EXdGG Shake Shack CEO Randy Garutti to retire in [----] $SHAK https://t.co/pjsv7EXdGG"  
[X Link](https://x.com/nycandstocks/status/1734236423979491830)  2023-12-11T15:39Z [---] followers, [---] engagements


"Bought some $PFE for a trade 26.05"  
[X Link](https://x.com/tomclearynyc/status/1734950933375648221)  2023-12-13T14:58Z [---] followers, [---] engagements


"@given2tweet How about adding $MX to the agenda"  
[X Link](https://x.com/tomclearynyc/status/1737519299009421618)  2023-12-20T17:04Z [---] followers, [--] engagements


"Based on very limited due diligence and a propensity to "buy dips" when it looks like an overreaction I've added a 10% position in $ARGX stock and some Feb and May calls"  
[X Link](https://x.com/tomclearynyc/status/1737855243181085073)  2023-12-21T15:19Z [---] followers, [---] engagements


"I love hearing a Wall Street ceo compare himself to Kobe Bryant because he sat in a Manhattan luxury office til 10pm on a Wednesday night 😂😂"  
[X Link](https://x.com/tomclearynyc/status/1737862064796840100)  2023-12-21T15:46Z [---] followers, [---] engagements


"Just read [--] articles from the summer saying $ARGX was the next big buyout by big pharma. Price predictions from $30B up to $40B with one problem being the stock was already close to $30B market cap then. At [---] level today market cap is below $20B. Seems like just a matter of time"  
[X Link](https://x.com/tomclearynyc/status/1737902776938594500)  2023-12-21T18:28Z [---] followers, 31.1K engagements


"@RAJr_20 Gotta step into the aisle and block it like a catcher blocking the plate. Don't let anyone from behind you ahead of you 💪🏼"  
[X Link](https://x.com/tomclearynyc/status/1739472990746640423)  2023-12-26T02:27Z [---] followers, [---] engagements


"I never understand how quiet periods around deals work or if they are even a real thing. Some companies I follow are silent for [--] months so ppl say it must mean buyout talks. Then there's $CYTK who certainly has not been quiet despite actual buyout talks"  
[X Link](https://x.com/tomclearynyc/status/1744422575542063610)  2024-01-08T18:15Z [---] followers, [---] engagements


"I added to $XERS today but got smaller in almost everything else biotech which definitely means the $XBI rally will continue #ialwaysselltooearly Last year I held one biotech stock into JPM. Pretty large position in $XERS. Now I have [--] including XERS. Most of them bought in July or later. Definitely a tourist. $XBI Last year I held one biotech stock into JPM. Pretty large position in $XERS. Now I have [--] including XERS. Most of them bought in July or later. Definitely a tourist. $XBI"  
[X Link](https://x.com/tomclearynyc/status/1744462631308845220)  2024-01-08T20:54Z [---] followers, [---] engagements


"@LasVegasLocally The cops working the strip between Planet Hollywood and Harrah's have seen some sh*t that's for sure #Vegas"  
[X Link](https://x.com/tomclearynyc/status/1744947997132423186)  2024-01-10T05:03Z [---] followers, [---] engagements


"Wow I had assumed $XERS would close a license deal with $REGN first so this one with $AMGN (Horizon) is surprising to me. Huge news and I expect additional deals like this soon $XERS Xeris Biopharma Enters Into an Exclusive Worldwide License Agreement for Xeriject Formulation of Teprotumumab https://t.co/ZoPHVPocDF $XERS Xeris Biopharma Enters Into an Exclusive Worldwide License Agreement for Xeriject Formulation of Teprotumumab https://t.co/ZoPHVPocDF"  
[X Link](https://x.com/tomclearynyc/status/1745071374925013251)  2024-01-10T13:13Z [---] followers, [----] engagements


"It's the timing that's surprising (in a good way). Paul has said these collabs take [--] months from start to potential license deal. $XERS only signed the collab with $AMGN in November [----] so this is months ahead of schedule. Congrats to Paul and XERS team Wow I had assumed $XERS would close a license deal with $REGN first so this one with $AMGN (Horizon) is surprising to me. Huge news and I expect additional deals like this soon Wow I had assumed $XERS would close a license deal with $REGN first so this one with $AMGN (Horizon) is surprising to me. Huge news and I expect additional deals"  
[X Link](https://x.com/tomclearynyc/status/1745073050234834970)  2024-01-10T13:20Z [---] followers, [----] engagements


"@broketradesmen $REGN had already tested the $XERS platform previously with a collab so when they came back a second time after not having moved forward the first time a license deal seems all but certain in early [----]. I didn't expect this $AMGN one til summer [----]. Either way huge news"  
[X Link](https://x.com/tomclearynyc/status/1745074756800675871)  2024-01-10T13:26Z [---] followers, [---] engagements


"Paul Edick $XERS CEO walking into JPM conference tomorrow after securing the bag from $AMGN"  
[X Link](https://x.com/tomclearynyc/status/1745076954750152861)  2024-01-10T13:35Z [---] followers, [---] engagements


"Paul just talked about the $REGN "platform deal" in November and sounded very confident. That collab began in March [----]. Based on the timeline of $AMGN deal I'm expecting the $REGN one between now and May. Regeneron deal will be bigger. Bought more $XERS in 2.60s $XERS From the Piper Sandler Fireside Chat today "The Regeneron platform deal is important they are going to put a number of assets into our technology." - Paul Edick $XERS From the Piper Sandler Fireside Chat today "The Regeneron platform deal is important they are going to put a number of assets into our technology." - Paul Edick"  
[X Link](https://x.com/tomclearynyc/status/1745107815663050953)  2024-01-10T15:38Z [---] followers, [----] engagements


"Now we know why they were so excited $XERS deal with $AMGN and the next one with $REGN is coming soon The $XERS social media team seems very excited about the presentation this week The $XERS social media team seems very excited about the presentation this week"  
[X Link](https://x.com/anyuser/status/1745194125266411743)  2024-01-10T21:21Z [--] followers, [----] engagements


"Ok so $XERS is up huge on the year so a little pullback is not concerning. But I have to say that the one thing Paul mentioned for the first time in a while is acquisitions. The stock absolutely tanked the last time he said this and the market never gave them any credit for the Strongbridge buyout. I hope they focus on closing more license deals like the one with $AMGN and growing revenue with their [--] existing products vs. making any acquisitions"  
[X Link](https://x.com/anyuser/status/1746218985677631704)  2024-01-13T17:13Z [--] followers, [---] engagements


"Looking at the NFL playoff bracket and i forgot that the NFL re-seeds. So if the Rams or Packers win the Eagles would not have to play the 49ers next week since those teams have a lower seed. This just gave me the slightest glimmer of hope #FlyEaglesFly"  
[X Link](https://x.com/tomclearynyc/status/1746220113794322919)  2024-01-13T17:18Z [---] followers, [---] engagements


"Might seem surprising since I've lived in big cities my whole life but I also grew up a country music fan because my dad was a musician and song writer and he played a lot of it at home. I absolutely cannot wait for this 🤠🤠 Ole Red [----] Outs: Jackhammers drills and construction dust 🚧 Ins: New tables speakers a stage and bands 🎸 https://t.co/hC236N3k7H Ole Red [----] Outs: Jackhammers drills and construction dust 🚧 Ins: New tables speakers a stage and bands 🎸 https://t.co/hC236N3k7H"  
[X Link](https://x.com/tomclearynyc/status/1746774106559955314)  2024-01-15T05:59Z [---] followers, [---] engagements


"@VegasDegenerate Lmao that was more than I expected"  
[X Link](https://x.com/anyuser/status/1748216327826026530)  2024-01-19T05:30Z [--] followers, [--] engagements


"$XERS down 25% since Paul used JPM to mention the possibility of acquisitions. Couldn't you give investors one quarter to bask in the $AMGN deal and cash flow positive Come on man Ok so $XERS is up huge on the year so a little pullback is not concerning. But I have to say that the one thing Paul mentioned for the first time in a while is acquisitions. The stock absolutely tanked the last time he said this and the market never gave them any credit for the Ok so $XERS is up huge on the year so a little pullback is not concerning. But I have to say that the one thing Paul mentioned for the first"  
[X Link](https://x.com/tomclearynyc/status/1748385245768876410)  2024-01-19T16:41Z [---] followers, [---] engagements


"Apparently even the Saudis don't want $AUPH Saudi Arabia has launched a national biotech strategy in an effort to become an international biotech hub within the next [--] years. https://t.co/byCLqT0aig Saudi Arabia has launched a national biotech strategy in an effort to become an international biotech hub within the next [--] years. https://t.co/byCLqT0aig"  
[X Link](https://x.com/tomclearynyc/status/1750902611950076030)  2024-01-26T15:24Z [---] followers, [---] engagements


"You can't buy a stock on rumors but there actually have been multiple rumors about $MREO over last 12-18 months. One in [----] even named a buyer ($AZN) and price $5. It was trading in the low $1s at the time. There's also an activist investor who continues to buy more stock. But I agree that whether there's a deal or not the market has woken up to the value proposition As much as I would love $MREO to be acquired I havent heard any legitimate buyout rumors. It seems to me that much of the recent price squeeze has to do with investors coming to the realization that $MREO has [--] drugs that are"  
[X Link](https://x.com/tomclearynyc/status/1750932136985575439)  2024-01-26T17:22Z [---] followers, [----] engagements


"@ClayTravis @Alyssa_Milano Wow you're politicizing youth sports Come on man"  
[X Link](https://x.com/tomclearynyc/status/1751298772171104399)  2024-01-27T17:38Z [---] followers, 22.4K engagements


"In the last 10-15 years the cfo role has become much more strategic especially for public companies. I'd actually be shocked if in this day and age a cfo is not part of m&a negotiations or at least due diligence. So we can agree to disagree. Now whether the CYTK cfo was involved in their deal talks I have no idea"  
[X Link](https://x.com/tomclearynyc/status/1753955206016967091)  2024-02-04T01:34Z [---] followers, [---] engagements


"@given2tweet You might have a future rock star on your hands. The next Jagger Bowie or Harry Styles"  
[X Link](https://x.com/vegasandstocks/status/1754238413794914714)  2024-02-04T20:20Z [---] followers, [--] engagements


"@JOEL9ONE Haha I didn't know that either. Let's just hope it's not the same guys who did the field for the Eagles Chiefs Super Bowl last year"  
[X Link](https://x.com/vegasandstocks/status/1754472911115518202)  2024-02-05T11:51Z [---] followers, [---] engagements


"Adding $EB to my list of stocks I follow expect to be bought out but have no position. Others include $SHAK and $RVLV"  
[X Link](https://x.com/bigbetcapital/status/1754553459322294563)  2024-02-05T17:11Z [---] followers, [---] engagements


"@given2tweet I've been buying $EDR yesterday and today. About 15% position now. I don't think I've ever lost on one of your ideas except for the small biotech with the ceo who hates YouTubers"  
[X Link](https://x.com/vegasandstocks/status/1754888275016167554)  2024-02-06T15:22Z [---] followers, [---] engagements


"$XERS $AMGN $XERS In the $AMGN press release issued tonight it states "The Company plans to initiate a Phase [--] study evaluating the subcutaneous route of administration of TEPEZZA in patients with TED in H1 2024.". This is the licensing agreement that $XERS announced on January [--]. $XERS In the $AMGN press release issued tonight it states "The Company plans to initiate a Phase [--] study evaluating the subcutaneous route of administration of TEPEZZA in patients with TED in H1 2024.". This is the licensing agreement that $XERS announced on January 10"  
[X Link](https://x.com/vegasandstocks/status/1754982373920252297)  2024-02-06T21:36Z [---] followers, [---] engagements


"Someone talk me out of buying $SNAP at [--] right here"  
[X Link](https://x.com/vegasandstocks/status/1754994962448449997)  2024-02-06T22:26Z [---] followers, [---] engagements


"@given2tweet For my mental health (and financial health) I can't even look at it anymore let alone trade it or invest in it"  
[X Link](https://x.com/vegasandstocks/status/1755974033047208053)  2024-02-09T15:16Z [---] followers, [--] engagements


"@SDtoLasVegas Nice I like the suites there. So you noticed better comped room options when you hit Platinum"  
[X Link](https://x.com/tomlovesvegas/status/1757105611739640075)  2024-02-12T18:13Z [----] followers, [---] engagements


"Armistice increased $AUPH position to about 7% of the company. I'm still in some April calls but not expecting much. Earnings Thursday Multiple ways to look at Armistice buying 4% of $AUPH and now being second largest shareholder. On surface they are an ally of PG since they hand picked him for a previous ceo job (Cerecor) they held a stake in. But then he left after [--] year to take $AUPH job. So who knows They Multiple ways to look at Armistice buying 4% of $AUPH and now being second largest shareholder. On surface they are an ally of PG since they hand picked him for a previous ceo job"  
[X Link](https://x.com/vegasandstocks/status/1757604598087377045)  2024-02-14T03:16Z [---] followers, [----] engagements


"Just heard the worst mom in Charleston SC scold her [--] year old daughter by saying "how will you ever be like Taylor Swift if you don't like dance class". I was hoping the daughter would respond with "some day I'll be living in a big old city and all you're ever gonna be is mean""  
[X Link](https://x.com/vegasandstocks/status/1758898741115806084)  2024-02-17T16:58Z [---] followers, [--] engagements


"Last minute trip. Don't know if I've ever been to Vegas when it's raining. 59th floor Cosmo"  
[X Link](https://x.com/vegasandstocks/status/1760049024856625447)  2024-02-20T21:09Z [---] followers, 15.3K engagements


"Big news for $XERS which reinforces what Paul said about $HALO using old technology that $XERS has now surpassed and it's just a matter of time til companies pivot to $XERS. $AMGN just did it. Halo is a $4.7B company while $XERS worth $430m That is big news. $XERS replacing $HALO at $AMGN. That must mean that Horizon is using $XERS technology in the phase [--] study. That is big news. $XERS replacing $HALO at $AMGN. That must mean that Horizon is using $XERS technology in the phase [--] study"  
[X Link](https://x.com/vegasandstocks/status/1760304411379994742)  2024-02-21T14:04Z [---] followers, [---] engagements


"$XERS $HALO $AMGN 👀 @RevShark $HALO "discontinuations of #Tepezza and #rilpivirine subQ" here are some expected royalties expected for $HALO lets see what BP switches next to $XERS https://t.co/cx60nYcj9a @RevShark $HALO "discontinuations of #Tepezza and #rilpivirine subQ" here are some expected royalties expected for $HALO lets see what BP switches next to $XERS https://t.co/cx60nYcj9a"  
[X Link](https://x.com/vegasandstocks/status/1760305766098198935)  2024-02-21T14:09Z [---] followers, [---] engagements


"@given2tweet It always makes me nervous when giant pe is involved but I just can't see this falling apart or a deal below $29-30. Ari on record about how ridiculously undervalued $EDR is while also highlighting the valuation CAA got makes me think Silver Lake can't screw us too badly"  
[X Link](https://x.com/vegasandstocks/status/1761166154402537613)  2024-02-23T23:08Z [---] followers, [---] engagements


"A lot of focus on $PFE potentially buying $VKTX but I'm wondering about the next move from $MRK. CEO is on record in Feb saying they will "continue to prioritize business development" and do deals up to $15B. I will assume they'd go higher if it was for something like $VKTX which might be the biggest prize out there. Ironically the Keytruda revenue boon hits the patent cliff in [----] around the same time Viking's drug could reach the market. If not VKTX the "up to $15B" could mean $CYTK $BBIO $RARE to name a few options $XBI"  
[X Link](https://x.com/nycandstocks/status/1764402205338058909)  2024-03-03T21:27Z [---] followers, [---] engagements


"For people new to $XERS and shocked by this move it also just dropped from above [--] to [----] in January AFTER signing a partnership with $AMGN that is incredibly bullish. Today's drop from [--] to [----] is not a surprise this is just how it trades. Be nimble and take advantage of it"  
[X Link](https://x.com/scfundmgr/status/1765402249298141387)  2024-03-06T15:41Z [---] followers, [---] engagements


"Lol I forgot that Costco is in the Nasdaq [---] $QQQ $COST"  
[X Link](https://x.com/nycandstocks/status/1765845705308897628)  2024-03-07T21:03Z [---] followers, [---] engagements


"I'll happily sell my $MREO shares to $BIIB for $7 if they want to buy a small rare disease company. Bouncing off its $7.3B Reata purchase Biogen continues to have interest in rare disease meds even outside of neuroscience. EVP and head of corporate development Adam Keeney said in an interview that small buys and bolt-on deals are on the table. https://t.co/UIpdmx7zSP Bouncing off its $7.3B Reata purchase Biogen continues to have interest in rare disease meds even outside of neuroscience. EVP and head of corporate development Adam Keeney said in an interview that small buys and bolt-on deals"  
[X Link](https://x.com/tomlovesvegas/status/1766178257009783005)  2024-03-08T19:04Z [---] followers, [----] engagements


"I play armchair dealmaker a lot. I can't remember a more logical potential deal than $OPCH buying $EHAB. Option Care had a $3B deal last summer for $AMED who then reneged and got bought by $UNH instead. Option Care didn't want to get into a bidding war with United knowing they would lose so they walked away with over $100mil termination fee. Their stock is 10% higher now than in May when they first announced the all stock deal for AMED. They specifically liked it for hospice care which is a big part of EHAB business. No wonder Arex one of the activists in EHAB went public with a sale demand"  
[X Link](https://x.com/bigbetcapital/status/1768411882719686839)  2024-03-14T23:00Z [---] followers, [----] engagements


"Listened to a few $OPCH calls over past few months and read comments in some articles. They are all over the place with strategy shifts. While $EHAB looks like an obvious target for them they seem to change their mind about m&a each quarter. [--]. Kept hyping the logic of $AMED deal even after it died saying that expanding into home and hospice was necessary for them to scale and gain market share (very true) [--]. In October call they said no more buybacks they were instead focused on m&a [--]. In December did the opposite of what they said in October and bought back shares and also doubled their"  
[X Link](https://x.com/bigbetcapital/status/1768665897248383422)  2024-03-15T15:49Z [---] followers, [----] engagements


"One notable difference is that $MREO has an activist investor involved who owns a very large stake and now controls [--] board seats. The pushed the company to consider a sale in the past but they ended up reaching a cooperation agreement when they got the board seats. But that agreement (and likely Rubric's patience) has an expiration date"  
[X Link](https://x.com/bigbetcapital/status/1770203601287389343)  2024-03-19T21:40Z [---] followers, [---] engagements


"@TheVegasVice Double check but for most of these in the past you just swipe in at kiosk to activate you don't have to be staying there. So if you're comped at mgm you can stay there for free but play at Caesars for the tier credit bonus"  
[X Link](https://x.com/tomlovesvegas/status/1773009566281740521)  2024-03-27T15:29Z [----] followers, [---] engagements


"@z72917378 You don't have an option to stop in Dallas from Tampa"  
[X Link](https://x.com/bigbetcapital/status/1774472504947470612)  2024-03-31T16:23Z [---] followers, [--] engagements


"If $INTC truly has a better chip than $NVDA but no one cares since they are late to the game can you extrapolate that at all when thinking about $VKTX and their many hurdles to get a drug approved and to market despite it potentially being better than $LLY and others"  
[X Link](https://x.com/bigbetcapital/status/1777751105658634416)  2024-04-09T17:31Z [---] followers, [---] engagements


"Season [--] of White Lotus 🍿🍿 Mother and daughter arrested at the Four Seasons Hotel in Palm Beach Florida. What did they do 👀 https://t.co/SLTsiydjgn Mother and daughter arrested at the Four Seasons Hotel in Palm Beach Florida. What did they do 👀 https://t.co/SLTsiydjgn"  
[X Link](https://x.com/bigbetcapital/status/1777869789035147415)  2024-04-10T01:22Z [---] followers, [---] engagements


"I bought some $INTC today which is boring but risk vs. reward looks like 10% down 40%+ up"  
[X Link](https://x.com/bigbetcapital/status/1778069085382959115)  2024-04-10T14:34Z [---] followers, [---] engagements


"Miracle on 34th Street. Macys is green despite the market $M"  
[X Link](https://x.com/bigbetcapital/status/1778138979528831039)  2024-04-10T19:12Z [---] followers, [---] engagements


"@RevShark $NVDA traded really well yesterday and today"  
[X Link](https://x.com/bigbetcapital/status/1778490265218523200)  2024-04-11T18:28Z [---] followers, [---] engagements


"@ianbremmer Except the attacks weren't from proxies like you said yesterday they came from Iran. So the question is can/should Israel let that go Or do they need at a minimum a token attack on Iranian soil to counter the Iranian attack on their soil"  
[X Link](https://x.com/bigbetcapital/status/1779302343562948657)  2024-04-14T00:15Z [---] followers, [---] engagements


"Anyone ever stay at Nobu hotel inside Caesars Palace My wife is heading out of town so I'm looking at maybe doing a very last minute [--] day trip to Vegas and might give Nobu a try"  
[X Link](https://x.com/bigbetcapital/status/1779584103685243231)  2024-04-14T18:54Z [---] followers, 11.8K engagements


"Change in plans it's gonna be beautiful weather the next couple days so I'm heading to Atlantic City Gonna stay at Ocean hit the boardwalk and visit all the casinos hit Borgata on the bay side do some gambling good food and drinks. Hell yeah New Jersey here I come"  
[X Link](https://x.com/bigbetcapital/status/1779642621746381052)  2024-04-14T22:47Z [---] followers, [---] engagements


"The fun thing about going to AC is that by the time you get through Brooklyn and Staten Island on the BQE and over some insanely narrow industrial bridges into New Jersey it feels Ike you already won a jackpot just by surviving 🎰"  
[X Link](https://x.com/bigbetcapital/status/1779929118584209494)  2024-04-15T17:45Z [---] followers, [---] engagements


"This will make me sound like I spend too much time in casinos but.Ocean in AC uses the exact same scent as Red Rock in Summerlin #Vegas #AtlanticCity"  
[X Link](https://x.com/bigbetcapital/status/1779936614191411246)  2024-04-15T18:15Z [---] followers, [---] engagements


"Bought some $NVDA at 841.5"  
[X Link](https://x.com/bigbetcapital/status/1780680255285379501)  2024-04-17T19:30Z [---] followers, [---] engagements


"Market feels like it's in no man's land. I see a bunch of stuff I like that's down a lot but if the market drops another 4-5% it won't matter. Gonna stay small and nimble and just be patient with core positions"  
[X Link](https://x.com/bigbetcapital/status/1780934504569258182)  2024-04-18T12:20Z [---] followers, [---] engagements


"For my Vegas friends who always complain about prices"  
[X Link](https://x.com/bigbetcapital/status/1781341329286451615)  2024-04-19T15:17Z [---] followers, [----] engagements


"Please dad don't try to day trade $NVDA ever again"  
[X Link](https://x.com/bigbetcapital/status/1781422503635673107)  2024-04-19T20:39Z [---] followers, [---] engagements


"See dad this is why you don't need to day trade $NVDA the market gives you new trading opportunities like $HCP every day. Be patient. -My dog Sparky Bought small position in $HCP. They hired bankers in March and the stock was never below $24 in March so I will assume if a deal happens it is for about a 40% premium to $24 so my range is $33.50-35 which would be in line with other similar deals on EV/Sales multiple. Bought small position in $HCP. They hired bankers in March and the stock was never below $24 in March so I will assume if a deal happens it is for about a 40% premium to $24 so my"  
[X Link](https://x.com/bigbetcapital/status/1783180504797249555)  2024-04-24T17:05Z [---] followers, [----] engagements


"I know everything trades together in short term but as large tech companies tank since they have to spend so much money over next 1-2 years to "invest massively" in AI isn't that a bull case for $NVDA"  
[X Link](https://x.com/bigbetcapital/status/1783243560852099511)  2024-04-24T21:16Z [---] followers, [---] engagements


"@given2tweet Apparently $GOOG mentioned your YouTube channel on the earnings call as a key driver of future growth let's keep them coming"  
[X Link](https://x.com/bigbetcapital/status/1783618362754392473)  2024-04-25T22:05Z [---] followers, [---] engagements


"Brunson is a good player but he might be the biggest foul chaser since peak James Harden"  
[X Link](https://x.com/bigbetcapital/status/1783684969371439533)  2024-04-26T02:30Z [---] followers, [---] engagements


"Out of $OCUL 4.60s Not even staying in to see [--]. Lots of junk moving today and I don't trust any of the moves. Just trying to pick up a percent or two on some ultra short term trades while I wait patiently on core positions Bought some $OCUL at 4.20-4.25 just a short term bet that some existing shareholders step up and buy to stop the bleeding Bought some $OCUL at 4.20-4.25 just a short term bet that some existing shareholders step up and buy to stop the bleeding"  
[X Link](https://x.com/bigbetcapital/status/1783930228521181320)  2024-04-26T18:44Z [---] followers, [---] engagements


"Is $JANX still ripping on the buyout rumor from a couple weeks ago Wow $35 to $55"  
[X Link](https://x.com/bigbetcapital/status/1785004678557630656)  2024-04-29T17:54Z [---] followers, [----] engagements


"If $CYTK does a big offering after months of saying they were doing shareholders a favor by not taking a "low ball" buyout bid that does not seem so "low ball" in retrospect their mgt team would quickly become one of the most hated in biotech @PersimmonTI With new CFO in place $cytk may now have the person in place to manage an offering though. Guess that's the fear. @PersimmonTI With new CFO in place $cytk may now have the person in place to manage an offering though. Guess that's the fear"  
[X Link](https://x.com/bigbetcapital/status/1785044405637792020)  2024-04-29T20:32Z [---] followers, [----] engagements


"Right now $LLY up 7% pre market means it will increase by almost $50B in market cap. $VKTX has an $8.5B market cap"  
[X Link](https://x.com/bigbetcapital/status/1785268327729783162)  2024-04-30T11:21Z [---] followers, [---] engagements


"No position but would love to see $SMCI cause an 8-10% dip in $NVDA like two weeks ago after they report tonight. I'd buy the hell out of that and so would everyone else which means it surely won't happen"  
[X Link](https://x.com/bigbetcapital/status/1785315307629809881)  2024-04-30T14:28Z [---] followers, [---] engagements


"I want $80 today in $VKTX and $120 tomorrow if $PFE announces on their call a massive partnership/minority stake deal with $VKTX that sends both of their stocks soaring"  
[X Link](https://x.com/bigbetcapital/status/1785367547883241758)  2024-04-30T17:56Z [---] followers, 13.9K engagements


"I don't even drink Bourbon but seeing the Bacarrat Edition Woodford Reserve commercials for Kentucky Derby had me look into it. $2k a bottle I'll pass"  
[X Link](https://x.com/bigbetcapital/status/1786839747408667102)  2024-05-04T19:26Z [---] followers, [---] engagements


"@ChampChaz02 @pk201702 And they have a White House subs inside Hard Rock AC casino"  
[X Link](https://x.com/bigbetcapital/status/1787886163606310969)  2024-05-07T16:44Z [---] followers, [--] engagements


"Buy 5% position in $VKTX. If it drops to [--] you buy another 5% position. Max out at 10% and your average would be about [--]. Sell half at [---] where it will certainly trade to at some point by end of summer imo. You make money and you have something not fully correlated to market and in a wild and always moving sector which keeps things interesting"  
[X Link](https://x.com/bigbetcapital/status/1787930218050519136)  2024-05-07T19:39Z [---] followers, [---] engagements


"Buffett selling $AAPL Druck selling $NVDA but I'm full steam ahead in small cap biotech $XERS $QURE $MREO plus $BBIO $IMVT $VKTX plus a couple other special situations stocks 🚀🚀"  
[X Link](https://x.com/bigbetcapital/status/1787959563960152389)  2024-05-07T21:35Z [---] followers, [----] engagements


"$SBUX should buy $BROS and let Dutch Bros team take over and run the whole show. $BROS beats raises fails to notice the dystopian consumer hellscape plaguing $SBUX Shares up 11% AH cc @StreetBeatsPros https://t.co/Mqgbm0IPtU $BROS beats raises fails to notice the dystopian consumer hellscape plaguing $SBUX Shares up 11% AH cc @StreetBeatsPros https://t.co/Mqgbm0IPtU"  
[X Link](https://x.com/bigbetcapital/status/1787960266971562055)  2024-05-07T21:38Z [---] followers, [----] engagements


"Does this mean $MX to [--] cc: @given2tweet https://www.barrons.com/news/s-korea-to-set-up-7-billion-aid-package-for-chip-industry-7b094fbf https://www.barrons.com/news/s-korea-to-set-up-7-billion-aid-package-for-chip-industry-7b094fbf"  
[X Link](https://x.com/bigbetcapital/status/1789670311022973030)  2024-05-12T14:53Z [---] followers, [---] engagements


"Lots of $VKTX bulls say (and I agree) that if a large company buys it their stock will also go up significantly. I'd also suggest looking at the YTD performance of some of the large potential acquirers for added context. $MRK for example is up about 20% YTD meaning they've already added $50B in market cap in [----] making a $15-$20B acquisition of $VKTX a lot more digestible and less risky considering it's only a fraction of their YTD gain to begin with. I added some $VKTX on Friday and will add some more today in high 60s"  
[X Link](https://x.com/bigbetcapital/status/1792542279468491026)  2024-05-20T13:05Z [---] followers, [----] engagements


"Love it. Here's my pic of the Brooklyn Bridge from the same angle but looking up to get some clouds. Summer [----] #Dumbo #Brooklyn #NYC If theres one photo Im proud of its this one I took of the Brooklyn Bridge from this past January. Share your photo that youre most proud of in the comments ❤ #NYC #NewYork #NewYorkCity https://t.co/F0Dp7wUTwC If theres one photo Im proud of its this one I took of the Brooklyn Bridge from this past January. Share your photo that youre most proud of in the comments ❤ #NYC #NewYork #NewYorkCity https://t.co/F0Dp7wUTwC"  
[X Link](https://x.com/bigbetcapital/status/1792599301815714183)  2024-05-20T16:52Z [---] followers, [---] engagements


"Most people who live in Philly are at the shore on summer weekends. So it's mostly tourists here this weekend and then hospitality workers in the bars hotels restaurants. Restaurants that are usually hard to get into are only half full"  
[X Link](https://x.com/bigbetcapital/status/1794367875073102144)  2024-05-25T14:00Z [---] followers, [---] engagements


"Pork roll egg and cheese on a Philly soft pretzel. The Philadelphia breakfast of champions"  
[X Link](https://x.com/bigbetcapital/status/1794740688959259127)  2024-05-26T14:41Z [---] followers, [---] engagements


"With the Icahn $CZR news I might re-read/listen to one of the best business books out there. My favorite anecdote is when the PE owners of Caesars came to Vegas for a big birthday bash but they had the party at Wynn instead since they were running Caesars into the ground 😂"  
[X Link](https://x.com/bigbetcapital/status/1796569173650518144)  2024-05-31T15:47Z [---] followers, [---] engagements


"Been watching $SBUX and trading it a bit this week. Seems to have bottomed and I do wonder if the move from low 70s back to [--] is an activist accumulating"  
[X Link](https://x.com/bigbetcapital/status/1796679686774304809)  2024-05-31T23:06Z [---] followers, [---] engagements


"Backing a friend in the $800 NLH Deepstack event today at World Series of Poker. Top prize should be about 400k. I've had some success as a backer but no huge scores.yet"  
[X Link](https://x.com/bigbetcapital/status/1798342191183704136)  2024-06-05T13:12Z [---] followers, [---] engagements


"Bought some $PENN at [-----] yesterday looking to buy some more today"  
[X Link](https://x.com/bigbetcapital/status/1798343390519803946)  2024-06-05T13:17Z [---] followers, [---] engagements


"Bought some more $PENN at $16 Bought some $PENN at [-----] yesterday looking to buy some more today Bought some $PENN at [-----] yesterday looking to buy some more today"  
[X Link](https://x.com/bigbetcapital/status/1798364765427044404)  2024-06-05T14:42Z [---] followers, [---] engagements


"Lol $PENN is a 2.4B market cap company but has [--] private jets that made over [---] flights in past couple years. That is a Lionsgate $LGF level of gross 🤮"  
[X Link](https://x.com/bigbetcapital/status/1798394548693221884)  2024-06-05T16:40Z [---] followers, [---] engagements


"@ValueBettingML Bullish because of an activist in early stages of calling attention to these things plus the absurd compensation execs are receiving while also proposing a sale to either Boyd or Hard Rock"  
[X Link](https://x.com/bigbetcapital/status/1798396298493894672)  2024-06-05T16:47Z [---] followers, [---] engagements


"Like 80% of Russia's military has been decimated and yet they are going to divert dwindling assets to the Caribbean lol. A [--] year old playing Call of Duty could probably cook up a better military strategy than that Russian Warships Steam For Caribbean As Ukraine Tensions Go Global https://t.co/VVF67QDLBc Russian Warships Steam For Caribbean As Ukraine Tensions Go Global https://t.co/VVF67QDLBc"  
[X Link](https://x.com/bigbetcapital/status/1798832803184001291)  2024-06-06T21:42Z [---] followers, [---] engagements


"I think $GME should make an acquisition of a company that's different than video games but still consumer facing. Obvious candidate would be gambling/sports betting. Probably a deal to be made with $PENN where $GME gets digital assets (ESPN Bet) and $BYD gets the casinos"  
[X Link](https://x.com/bigbetcapital/status/1799126212343898359)  2024-06-07T17:08Z [---] followers, [---] engagements


"@kellymurrayshow @kellyinvegas @WestgateVegas Lmao "how can I troll Philly sports fans" came early. Usually Kelly saves that for her prediction of the Cowboys winning the division each year"  
[X Link](https://x.com/bigbetcapital/status/1799539220362498428)  2024-06-08T20:29Z [---] followers, [----] engagements


"Early lines obviously but Vegas has the Philadelphia Eagles favored in every single game except [--]. At Bengals +2.5 at Ravens +3.5 and at Cowboys +1.5 #flyeaglesfly"  
[X Link](https://x.com/bigbetcapital/status/1799970323552711093)  2024-06-10T01:02Z [---] followers, [---] engagements


"Taking 1/3 of $PENN off adding some more $VKTX"  
[X Link](https://x.com/bigbetcapital/status/1800952560120914221)  2024-06-12T18:05Z [---] followers, [---] engagements


"Hearing Josh Harris say "just keep saying no" during a negotiation is great 😂 A little glimpse into the world of trying to get a better deal from a private equity buyer $APO A look into the inner workings of the second-round trade between Washington and Philly from Washingtons side: A look into the inner workings of the second-round trade between Washington and Philly from Washingtons side:"  
[X Link](https://x.com/tomlovesvegas/status/1801702543153668299)  2024-06-14T19:45Z [---] followers, [---] engagements


"Fun watching my stocks getting killed again today while $NVDA is up again. Should have just sold everything and put it all into $NVDA in April 🙃 meanwhile the one day I did buy $NVDA for a day trade it dropped 10% in [--] days"  
[X Link](https://x.com/bigbetcapital/status/1803797442648736162)  2024-06-20T14:29Z [---] followers, [---] engagements


"Sold some more $PENN now holding 1/3 of initial position. Adding to $MREO at 3.90"  
[X Link](https://x.com/bigbetcapital/status/1803801264695697804)  2024-06-20T14:45Z [---] followers, [----] engagements


"My guess is $PENN execs still have delusions of grandeur from the stock briefly trading above [---] post covid and this is how they feel about potentially selling to $BYD"  
[X Link](https://x.com/bigbetcapital/status/1804253807595131355)  2024-06-21T20:43Z [---] followers, [---] engagements


"@ChampChaz02 Have fun man. If you have time check out the bar at St. Regis. Looks like your kinda place Vegas vibes"  
[X Link](https://x.com/bigbetcapital/status/1804688263044538479)  2024-06-23T01:29Z [---] followers, [---] engagements


"Vegas priests are making more money than Caitlin Clark"  
[X Link](https://x.com/bigbetcapital/status/1804849857468694653)  2024-06-23T12:11Z [---] followers, [--] engagements


"Bought some $BBIO 25.2-25.3 for a trade back to [--] I'm too dumb to understand what's going on with $ALNY data tho"  
[X Link](https://x.com/bigbetcapital/status/1805219935200624827)  2024-06-24T12:42Z [---] followers, [---] engagements


"This guy is saying the opposite of what every other smart fintwit person I follow is saying about $BBIO $ALNY I'll assume price will be an indicator of who is right and my bet is $ALNY gives back some gains and $BBIO trades red to green $ALNY reading between the lines believe vutrisiran mono (at least numerically) beat tafamidis mono. Don't want to endanger ESC and NEJM publications later by disclosing it now. $BBIO $ALNY reading between the lines believe vutrisiran mono (at least numerically) beat tafamidis mono. Don't want to endanger ESC and NEJM publications later by disclosing it now."  
[X Link](https://x.com/bigbetcapital/status/1805220589579149787)  2024-06-24T12:45Z [---] followers, [----] engagements


"My instincts with the $HUMA dip and $BBIO dip have been way off so far. But I still think both will trade right back up to 7-8 and 28-30 respectively I just need some patience. Yes I'm aware that I am using bagholder logic on short term trades"  
[X Link](https://x.com/bigbetcapital/status/1805246401380565379)  2024-06-24T14:27Z [---] followers, [----] engagements


"A Republican friend of mine is actually a huge fan of Democrat minority leader Hakeem Jeffries and knows him from his pre-politics career as a corporate lawyer at Paul Weiss. We may get [--] New Yorkers in the election Trump vs. Jeffries. From Crown Heights to the White House"  
[X Link](https://x.com/bigbetcapital/status/1806528831878005171)  2024-06-28T03:23Z [---] followers, [---] engagements


"My money is on George W Bush on the golf course. He'd crush both Biden and Trump They will never be Him https://t.co/495RvsUQkE They will never be Him https://t.co/495RvsUQkE"  
[X Link](https://x.com/bigbetcapital/status/1806535518814916616)  2024-06-28T03:50Z [---] followers, [---] engagements


"Longer trip this time since we are doing some non vacation stuff too. I'm at the Wynn for first [--] nights then Fontainebleau then Bellagio. Gonna bounce around for food drinks and gambling. Dinner plans so far are RPM Italian Best Friend and Don's Prime. Never been to any of these. Also have tickets for David Spade's standup show. Stay tuned #Vegas Just boarded my flight to Vegas First trip since Feb. Just boarded my flight to Vegas First trip since Feb"  
[X Link](https://x.com/bigbetcapital/status/1810729697418039626)  2024-07-09T17:36Z [---] followers, [----] engagements


"I'm [--] going on [--] 👴🏻 so this is part of my Vegas flight playlist"  
[X Link](https://x.com/bigbetcapital/status/1810806430787850750)  2024-07-09T22:41Z [---] followers, [---] engagements


"Most definitely regret selling majority of my $QURE yesterday haha. I always sell too early and it's up another 40% since I sold did not see this coming at all. It's ok I'm happy to learn from my mistakes and build any lessons into future trades/risk tolerance. Might regret this but I sold majority of $QURE position 6.25- [----] it was my 3rd largest position and I am happy to break even. Buying a lot more $BBIO with proceeds which will become 3rd largest position behind $XERS and $MREO. Kept small $QURE will let it ride good bad or ugly Might regret this but I sold majority of $QURE position"  
[X Link](https://x.com/tomlovesvegas/status/1811057938758619479)  2024-07-10T15:20Z [---] followers, [---] engagements


"Me walking from Wynn to Encore past all the luxury brands and judging the looks on the mannequins #Vegas"  
[X Link](https://x.com/tomlovesvegas/status/1811424016466591947)  2024-07-11T15:35Z [---] followers, [---] engagements


"Added some more $M sold rest of $PENN will be super fun if Macy's deal talks die but Penn gets a real bid"  
[X Link](https://x.com/bigbetcapital/status/1811435007011111323)  2024-07-11T16:18Z [---] followers, [---] engagements


"10am and I just watched cnbc halftime report. I love being on the west coast. Trading day is more than half way over. And I agree with Josh on Pfizer"  
[X Link](https://x.com/tomlovesvegas/status/1811446390352150579)  2024-07-11T17:04Z [----] followers, [---] engagements


"I've never been to the original New York City one but I love the Sadelle's at Bellagio. You kinda feel like you're at Central Park Boathouse in Manhattan"  
[X Link](https://x.com/tomlovesvegas/status/1813276855153402017)  2024-07-16T18:17Z [---] followers, [---] engagements


"@jayabacus It confuses me too since it does seem so obvious. I keep trying to balance patience with the thought in the back of mind that when something seems so obvious but doesn't happen maybe I am missing something $VKTX"  
[X Link](https://x.com/tomlovesvegas/status/1813662218283884720)  2024-07-17T19:49Z [---] followers, [----] engagements


"Liz started an X account a year ago. She finally made some posts today after we read about those influencer dollars flowing 😂 Follow along for a lady's perspective on having fun in Vegas. No stupid "worst hotel/most expensive room/24 hours in one casino" gimmicks just fun Little shop of horrors has so many fun bonuses #Vegas https://t.co/b1ntkRLVpz Little shop of horrors has so many fun bonuses #Vegas https://t.co/b1ntkRLVpz"  
[X Link](https://x.com/tomlovesvegas/status/1814096033351434676)  2024-07-19T00:32Z [---] followers, [---] engagements


"The pink cocktail is mine #Vegas"  
[X Link](https://x.com/tomlovesvegas/status/1814142019629109608)  2024-07-19T03:35Z [---] followers, [---] engagements


"@LakotaSundance Lol I've never seen Vegas busier than last weekend and there wasn't even a big conference or sporting event. I think pools before 9am are pretty quiet since it's only early risers from the East Coast who are awake at this time"  
[X Link](https://x.com/tomlovesvegas/status/1814708121862090795)  2024-07-20T17:05Z [---] followers, [--] engagements


"@darrenc777 It's traded poorly for the past couple months so it's possible the gain fades but I think by mid august it will touch [--]. I'm long so talking my book for sure"  
[X Link](https://x.com/tomlovesvegas/status/1816248275424665891)  2024-07-24T23:05Z [----] followers, [---] engagements


"Obesity is such a big market there will be multiple winners $VKTX doesn't need to beat $LLY and that's why Lilly market cap is 800B and Viking is 6B. If I had to bet on which will gain 80-100% from current levels I'd say it's much more likely Viking increases by $5B than Lilly increases by $650B. But both can work obesity is that big"  
[X Link](https://x.com/tomlovesvegas/status/1816254245009776911)  2024-07-24T23:28Z [---] followers, [---] engagements


"@ChampChaz02 @TheVegasVice Jealous I wanna link up with you fellas some time soon. Have fun"  
[X Link](https://x.com/tomlovesvegas/status/1816286942713262493)  2024-07-25T01:38Z [---] followers, [---] engagements


"It sucks leaving Vegas but it's nice when you get home looking through all your pics and videos from the trip. This is from my quick stop at Circa. 53rd flr suite view. Gonna come back in August to register for the NFL Circa Survivor Contest #Vegas"  
[X Link](https://x.com/tomlovesvegas/status/1816305055198502961)  2024-07-25T02:50Z [---] followers, [---] engagements


"@given2tweet @gline I bought some $IMVT this morning so lets go $ROIV reminds me of the savings bonds my grandma would give me on my birthday. Too boring never moves"  
[X Link](https://x.com/tomlovesvegas/status/1816481499291811928)  2024-07-25T14:31Z [----] followers, [---] engagements


"@ChampChaz02 Lmao they are sending a Rolls Royce phantom to scoop you at the airport and locking you in a penthouse with dragon link for the whole trip. You'll never see the casino floor again"  
[X Link](https://x.com/tomlovesvegas/status/1816585711518425281)  2024-07-25T21:25Z [---] followers, [----] engagements


"Just got the F1 invite from Wynn. If I go I will be the poorest guy staying there that weekend for sure 😅"  
[X Link](https://x.com/tomlovesvegas/status/1816927950773846506)  2024-07-26T20:05Z [---] followers, [---] engagements


"lol a couple years ago Mick Jagger was at a dive bar in Charlotte got multiple drinks hung out in different parts of the bar. Not a single person recognized him. https://www.ncrabbithole.com/p/mick-jagger-charlotte-thirsty-beaver Imagine being at the Olympics and being a millennial looking at your cell phone and not knowing you're next to Mick Jagger himself. Society in decline https://t.co/MaQXCkaouN https://www.ncrabbithole.com/p/mick-jagger-charlotte-thirsty-beaver Imagine being at the Olympics and being a millennial looking at your cell phone and not knowing you're next to Mick Jagger"  
[X Link](https://x.com/tomlovesvegas/status/1818006456865800254)  2024-07-29T19:31Z [---] followers, [---] engagements


"How much would $MRK go up if they bought $VKTX"  
[X Link](https://x.com/tomlovesvegas/status/1818313945737843121)  2024-07-30T15:53Z [---] followers, [----] engagements


"Might become one of those annoying "quit your job" influencers. My catch phrase will be: Pfizer 12k a day keeps the w2 away. In retrospect what an easy dip to buy in $PFE and I still have my core position since Dec this was just a day trade around it"  
[X Link](https://x.com/tomlovesvegas/status/1818353182747328982)  2024-07-30T18:29Z [---] followers, [---] engagements


"Possible that $MRK continuing to say they are looking at deals up to $15B is a way of making it known publicly that the max they want to pay for $VKTX is $15B. It's strange to keep talking about such a wide range of potential deals when everyone knows they have to do something big and meaningful or else they will keep getting punished like today. $15B just happens to be the price most $VKTX holders would accept. IMO Merck would gain $50B market cap very quickly if they bought Viking for $15-20B How much would $MRK go up if they bought $VKTX How much would $MRK go up if they bought $VKTX"  
[X Link](https://x.com/tomlovesvegas/status/1818505647824023728)  2024-07-31T04:35Z [----] followers, [----] engagements


"Tom the day trader bought dips in $BA and $PFE today. Who knew trading mega caps could be so fun"  
[X Link](https://x.com/tomlovesvegas/status/1818651809075822752)  2024-07-31T14:15Z [---] followers, [---] engagements


"This Mahomes stat is insane. There must be regression to the mean at some point right Any thoughts @kellyinvegas The NFLs golden boy https://t.co/3wDuprjAT4 The NFLs golden boy https://t.co/3wDuprjAT4"  
[X Link](https://x.com/tomlovesvegas/status/1818670170161762629)  2024-07-31T15:28Z [---] followers, [----] engagements


"@SevenOutPod Double tier credits so whatever amount of tier credits you had with Cosmo identity they doubled them and added to your mgm tier credit balance most likely bumping up your tier status which is then good through next year too"  
[X Link](https://x.com/tomlovesvegas/status/1818759929152651657)  2024-07-31T21:25Z [---] followers, [--] engagements


"Tom the day trader jumped into $BA and $PFE again today how long will this fun last"  
[X Link](https://x.com/tomlovesvegas/status/1819041490724655453)  2024-08-01T16:04Z [---] followers, [---] engagements


"Made [--] buys $HUMA below [--] $BBIO below [--] $ARDX [----]. Didn't get a chance to buy the dip in $PFE today as there was no dip looks like a safe haven to me. Probably a good long right now holding core position about 5% of portfolio"  
[X Link](https://x.com/tomlovesvegas/status/1819366527767871590)  2024-08-02T13:35Z [----] followers, [----] engagements


"Loaded $PFE [-----] for a day trade let's go. Win or lose I'll be out by eod on this trade but will hold core position"  
[X Link](https://x.com/tomlovesvegas/status/1819394896245281080)  2024-08-02T15:28Z [----] followers, [---] engagements


"Me trading today as I go green on a brutal down day "most of the time I was convinced I'd lost it but there were other times I thought I was mainlining the secret truth of the universe" $HUMA $ARDX $BBIO $PFE $XBI"  
[X Link](https://x.com/tomlovesvegas/status/1819412201423110226)  2024-08-02T16:37Z [----] followers, [---] engagements


"Missed $RARE today. I follow it closely since I am long $MREO and this is one of those days that I find myself asking why I don't just own $RARE. But aside from that it was up big AH yesterday but down briefly premarket today and flat at open. Similar to $ARDX. I bought $ARDX but not $RARE and I really missed a big gain there. Always analyzing my decisions and trying to learn from mistakes and missed opportunities"  
[X Link](https://x.com/tomlovesvegas/status/1819546752854143156)  2024-08-03T01:32Z [---] followers, [---] engagements


"The older you get the more great songs you hear in the grocery store. #thisis40 So in the supermarket and London Calling is the background music. So in the supermarket and London Calling is the background music"  
[X Link](https://x.com/tomlovesvegas/status/1820117730768326916)  2024-08-04T15:20Z [---] followers, [---] engagements


"Pfizer $PFE down 4.2% in the [--] hour market. A better buy there than a sell imo"  
[X Link](https://x.com/tomlovesvegas/status/1820310804752670947)  2024-08-05T04:08Z [----] followers, [---] engagements


"I'm not a participant in it anyway but seeing Robinhood close the [--] hour market because of volatility is pretty funny to me. What exactly is the point of it being open in the first place if it will be closed at the exact times people want to use it $HOOD"  
[X Link](https://x.com/tomlovesvegas/status/1820423391297298701)  2024-08-05T11:35Z [---] followers, [---] engagements


"@Sports_bios I've been buying boring old $PFE down 5.5% at 28.7"  
[X Link](https://x.com/tomlovesvegas/status/1820434771236802942)  2024-08-05T12:20Z [----] followers, [---] engagements


"So $PFE down close to 6% now only buy I have made pre market. $NVDA is tempting though at [--]. It would not surprise me to see a big rally after the open cutting some of these 10-12% losses in half but then see everything dump again into close. Stay nimble out there. Sometimes it is best to just do nothing but maybe add a little to core positions. Pfizer $PFE down 4.2% in the [--] hour market. A better buy there than a sell imo Pfizer $PFE down 4.2% in the [--] hour market. A better buy there than a sell imo"  
[X Link](https://x.com/tomlovesvegas/status/1820439628991606999)  2024-08-05T12:40Z [---] followers, [---] engagements


"Just to clarify by "rally" I don't mean market goes green I mean $NVDA goes from being down 14% to say only down 7%. $PFE $BA could get a little flight to safety trade and go from down 6% to down 1-2% etc"  
[X Link](https://x.com/tomlovesvegas/status/1820440595724124609)  2024-08-05T12:43Z [---] followers, [---] engagements


"Jeremy Siegel and Ron Insana are co-chairs of the stock market panic club Jay Powell needs to speak and speak now Jay Powell needs to speak and speak now"  
[X Link](https://x.com/tomlovesvegas/status/1820450451742921108)  2024-08-05T13:23Z [---] followers, [---] engagements


"Same playbook as Friday added some $HUMA $BBIO $PFE and $BA and will sell most of these additional buys by close and keep core position in all but $BA (no core position there to begin with)"  
[X Link](https://x.com/tomlovesvegas/status/1820455359258996761)  2024-08-05T13:42Z [---] followers, [---] engagements


"Bought some $AMZN 159s"  
[X Link](https://x.com/tomlovesvegas/status/1820463121368007001)  2024-08-05T14:13Z [----] followers, [----] engagements


"My thought process is $BA and $PFE would outperform on a big down day since they have some flight to quality characteristics. Adding to $HUMA and $BBIO and later $XERS are just because they are stocks I already own that were down a lot and while I don't want to necessarily close the day with a larger position in them than I started with I do want to take advantage of what looked like buying opportunities in them. Yes I could probably just buy the $SPY or even the 2x leveraged etfs if I wanted to be really aggressive"  
[X Link](https://x.com/tomlovesvegas/status/1820491745114685687)  2024-08-05T16:07Z [---] followers, [---] engagements


"@Biohazard3737 Preferably one of these 😬 $VKTX $JANX $CYTK $IMVT"  
[X Link](https://x.com/tomlovesvegas/status/1820901256572948984)  2024-08-06T19:14Z [----] followers, [----] engagements


"So we just heard from $HALO that they are looking for an acquisition and they had to defend why they haven't added any new partnerships in a while for their drug delivery system. They say they are on track to add [--] this year but it's been a while. Hmm are they telegraphing that they need to buy a company whose drug delivery technology has surpassed their own $XERS I've heard $XERS CEO say in the past that their technology/platform is better than $HALO but this is the first time I've heard an analyst say it. Pretty bullish considering $XERS is a $300mm company and $HALO is $5B. I've heard"  
[X Link](https://x.com/tomlovesvegas/status/1821268459864351163)  2024-08-07T19:33Z [---] followers, [---] engagements


"Economy anecdote. Stopped by Target in suburban Charleston and they have signs every couple aisles letting people know they lowered prices across the board on everything $TGT"  
[X Link](https://x.com/tomlovesvegas/status/1822321921456820547)  2024-08-10T17:19Z [----] followers, [---] engagements

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