[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@SteveWagsInvest](/creator/twitter/SteveWagsInvest)
"Coherus Oncology $CHRS Q225 report is out now. First quarter as pure-play oncology: Loqtorzi sales $10M (+36% QoQ) Udenyca sale adds $483M cash debt nearly wiped. Cash $238M funds pipeline to XX readouts (CHS-114 casdozokitug/IL-27). 2025 Loqtorzi guide is $40M$50M but launch & cost cuts maintain our valuation; turnaround thesis holds. Management needs to continue to execute on the growth of LOQ franchise label expansion is key. Emphasized ex US licensing heavily - possibly already have partners. 1H 2026 data readoust for CHS-114/casdozo could give this business a strong rerating if positive."  
[X Link](https://x.com/SteveWagsInvest/status/1954940407822868712) [@SteveWagsInvest](/creator/x/SteveWagsInvest) 2025-08-11T16:18Z 44.3K followers, 1551 engagements


"Global-e $GLBE Q225: Rev $214.9M (+28% YoY) net profit $10.5M vs $(22.4)M LY; GMV $1.454B (+34%). Adj. EBITDA $38.5M. Cash & investments $515.5M; debt = $X. FCF $63.5M. Growth hinges on enterprise adds Shopify/DHL ties intl expansion ReturnGo. FY25 guide raised Rev $921.5M$971.5M; GMV $6.22$6.52B; Adj. EBITDA $180$200M. Q3 guide: Rev $214M$221M; Adj. EBITDA $37.5$41.5M. Watch margin trajectory (GAAP gross XXXX% non-GAAP 46.5%) & mix (fulfillment vs service fees)"  
[X Link](https://x.com/SteveWagsInvest/status/1955600332404203995) [@SteveWagsInvest](/creator/x/SteveWagsInvest) 2025-08-13T12:00Z 44.3K followers, XXX engagements


"Global-e $GLBE just authorized a share repurchase program of up to $200M. Management says buybacks will be funded with cash on hand & future operating cash flows. If executed repurchases can reduce share count help offset dilution and be EPS-accretive over time. No new shares issued herejust using the balance sheet to return capital while they keep scaling"  
[X Link](https://x.com/SteveWagsInvest/status/1963591192924282884) [@SteveWagsInvest](/creator/x/SteveWagsInvest) 2025-09-04T13:13Z 44.3K followers, XXX engagements


"@mvcinvesting $TMDX $CERT & $HRMY"  
[X Link](https://x.com/SteveWagsInvest/status/1977013137846288853) [@SteveWagsInvest](/creator/x/SteveWagsInvest) 2025-10-11T14:07Z 44.3K followers, 1693 engagements


"Its all good Even pre ZYN readout there was a big disconnect in fair value. Now that FX is off the table it still deserves a premium from our current levels. The competition is there even $AXSM coming in 2026. Wakix is very strong though they are killing it with that franchise"  
[X Link](https://x.com/SteveWagsInvest/status/1977772529646186613) [@SteveWagsInvest](/creator/x/SteveWagsInvest) 2025-10-13T16:24Z 44.3K followers, XXX engagements


"What is the largest position in your portfolio"  
[X Link](https://x.com/SteveWagsInvest/status/1838680302861902153) [@SteveWagsInvest](/creator/x/SteveWagsInvest) 2024-09-24T20:41Z 44.3K followers, 75.3K engagements


"Another big week Covering $ASTS AST SpaceMobile $DLO dLocal $JETMF GlobalX & $SKYH Sky Harbour Group. Coherus Oncology Rocket Lab Avita Medical & Arrowhead will be out this week as well 👍"  
[X Link](https://x.com/SteveWagsInvest/status/1954510711167545777) [@SteveWagsInvest](/creator/x/SteveWagsInvest) 2025-08-10T11:50Z 44.3K followers, 1622 engagements


"@MarioNawfal @elonmusk If @elonmusk gives the thumbs up for this I could see this leading to insured robotics on Optimus"  
[X Link](https://x.com/SteveWagsInvest/status/1979533181620564083) [@SteveWagsInvest](/creator/x/SteveWagsInvest) 2025-10-18T13:01Z 44.3K followers, XXX engagements