[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.] [@BluntForceOpt](/creator/twitter/BluntForceOpt) "$SRPT As expected co just dropped the official update after all the recent chatter. Strategic restructuring + ELEVIDYS label update now confirmed. XX% workforce reduction (500 employees) $400M in projected annual cost savings Pipeline shift to high-impact siRNA assets ELEVIDYS will carry a black box warning (resolving FDA concerns for ambulant patients) Plan submitted to resume dosing for non-ambulant patients (new protocol under review) Q2 prelim revenue: $513M ($282M from Elevidys) Co says move ensures long-term viability and sharpens focus on siRNA pipeline (FSHD DM1 IPF Huntington's etc.)"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1945591718491165103) 2025-07-16 21:09:47 UTC XXX followers, 6084 engagements "$PSIX $WLDN $STRL $PWR $PRIM These names have been absolute beasts lately. Different sectors same story: real earnings growth strong contract pipelines and macro tailwinds (AI grid upgrades energy infrastructure and federal funding). PSIX Manufacturer of natural gas propane and gasoline-powered engines and power systems. Key markets include standby power for data centers industrial use and specialty vehicles. Quiet AI beneficiary via backup power demand. WLDN Energy and engineering consulting firm specializing in energy efficiency utility program implementation and municipal infrastructure"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1941214206130520355) 2025-07-04 19:15:07 UTC XXX followers, XXX engagements "Another strong session for $KYTX. up around XX% on 692K shares traded. Reversal shaping up nicely reclaiming that 3-handle after the recent breakdown. 📈"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1943152269308104835) 2025-07-10 03:36:17 UTC XXX followers, XXX engagements "$CNC broke its multi-year trendline months ago and the recent flush drove it straight into key support from the 20152017 range ($27). Big structural break but also a spot where longer-term buyers may start stepping in. As noted earlier I began building a defined-risk long via 2026 LEAPS (Jun $55s Sep $50s). a slow-burn recovery setup targeting stabilization and a re-rating back toward the $5055 range over time. Once the dust settles and we get clearer signs of fundamental stabilization Ill likely begin layering in short puts at levels Im comfortable owning. If assigned great. I lower my"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1947083753869939154) 2025-07-20 23:58:36 UTC XXX followers, XXX engagements "Adding some downside protection with $DOG $SH and $PSQ. Markets look way overbought here $VIX is back at Feb lows and the setup feels fragile heading into earnings. A lot of names IMO are priced for perfection especially in financials and tech. Not calling a top. just managing risk while the markets ignoring it. $QQQ $SPY $DIA"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1944921315435278614) 2025-07-15 00:45:51 UTC XXX followers, XXX engagements "$ALMS Anyone looking at the unusually large put position in Alumis specifically the 30000+ open Oct XX $XXXX puts heres how Im interpreting it: Yes its a big number (3M shares notional) and yes the options chain is generally illiquid. But rather than a directional bearish bet or a hedge on dilution (which seems unlikely given the $700M in cash) this setup IMO looks more like a range-bound premium strategy. Consider this: There was notable call OI in the July $X and $XXXX strikes -- now expired -- which likely reflects short call selling into strength On the flip side those Oct $XXXX puts may"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1946662988234305704) 2025-07-19 20:06:38 UTC XXX followers, XX engagements "Ive spent a lot of time on $SLDB and traded it with conviction but as previously mentioned Ive also stepped aside recently out of respect for the shifting risk profile -- not emotion. The reported third patient death in $SRPT in my view increases the likelihood that the FDA adopts a significantly more cautious and stringent posture particularly around accelerated approvals in gene therapy. The recent CRL for $CAPR is likely an early reflection of that shift in sentiment -- especially under the current regulatory regime. To be clear: that doesnt mean Solids platform isnt promising (Ive"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1946173211240226842) 2025-07-18 11:40:26 UTC XXX followers, XXX engagements "ICYMI: $CAG Q4 and FY25 ER out this morning. Top-line softness continued with Q4 net sales down XXX% and organic sales off XXX% mainly due to lower volume and mix. Adjusted EPS came in at $XXXX down X% y/y. Full-year results showed net sales down XXX% and adjusted EPS at $XXXX down nearly XX% but reported EPS was higher due to prior-year impairment noise. Margins remain under pressure and FY26 guidance was cautious: Organic sales: (1)% to +1% Adjusted EPS: $1.70$1.85 That said volume share gains in key categories and net debt reduction of XXX% are encouraging signs of underlying operational"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1943329769380294884) 2025-07-10 15:21:36 UTC XXX followers, XXX engagements "ICYMI: $MRK is acquiring $VRNA for $10B to add Ohtuvayre the first new inhaled COPD maintenance therapy in 20+ yrs. Smart move IMO. Keytruda goes off-patent in 2028 and Merck faces a significant rev decline. Theyve already spent $11B on Prometheus (IBD) and $680M on Harpoon (oncology). Now theyre adding a respiratory franchise with an approved product and strong uptake. This is Merck buying time. diversifying fast and stacking commercial launches ahead of biosimilar pressure"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1943153871163134454) 2025-07-10 03:42:39 UTC XXX followers, XXX engagements "$ALMS filed a $400M mixed shelf today. No offering was priced but this filing gives them the flexibility to raise capital at any time. While the company is well-capitalized today with $730M in pro forma cash this shelf signals that management wants optionality going forward. It doesnt mean dilution is imminent but the door is now open. Worth keeping on the radar. Happy 4th. Have a great weekend ya'll"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1940878405513404697) 2025-07-03 21:00:46 UTC XXX followers, XXX engagements "$CAT You wouldnt know it by the headlines -- not getting much attention -- but CAT has crushed X of the Mag X over the past X years. up +259.68% with a XXXXX% CAGR (give or take depending on source). Its outperformed $META $MSFT $GOOGL $AAPL and $AMZN. While everyones been glued to tech Caterpillars quietly led the charge. Giddy up 📈"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1944472386801401914) 2025-07-13 19:01:58 UTC XXX followers, XXX engagements "$CAPR GM y'all. Heres a quick breakdown of this mornings PR regarding the FDAs Complete Response Letter: FDA says the submission lacks "substantial evidence of effectiveness." Data from HOPE-2 the open-label extension and natural history comparisons werent sufficient. Also cited unresolved CMC (manufacturing) items. Capricor says most of those were already submitted but werent reviewed due to timing. No safety concerns raised. No issues with trial conduct or data integrity. Capricor plans to resubmit its BLA in Q3 2025 incorporating data from HOPE-3 -- a randomized placebo-controlled Phase 3"  [@BluntForceOpt](/creator/x/BluntForceOpt) on [X](/post/tweet/1943628503691542860) 2025-07-11 11:08:40 UTC XXX followers, 3592 engagements
[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.]
@BluntForceOpt
"$SRPT As expected co just dropped the official update after all the recent chatter. Strategic restructuring + ELEVIDYS label update now confirmed. XX% workforce reduction (500 employees) $400M in projected annual cost savings Pipeline shift to high-impact siRNA assets ELEVIDYS will carry a black box warning (resolving FDA concerns for ambulant patients) Plan submitted to resume dosing for non-ambulant patients (new protocol under review) Q2 prelim revenue: $513M ($282M from Elevidys) Co says move ensures long-term viability and sharpens focus on siRNA pipeline (FSHD DM1 IPF Huntington's etc.)"
@BluntForceOpt on X 2025-07-16 21:09:47 UTC XXX followers, 6084 engagements
"$PSIX $WLDN $STRL $PWR $PRIM These names have been absolute beasts lately. Different sectors same story: real earnings growth strong contract pipelines and macro tailwinds (AI grid upgrades energy infrastructure and federal funding). PSIX Manufacturer of natural gas propane and gasoline-powered engines and power systems. Key markets include standby power for data centers industrial use and specialty vehicles. Quiet AI beneficiary via backup power demand. WLDN Energy and engineering consulting firm specializing in energy efficiency utility program implementation and municipal infrastructure" @BluntForceOpt on X 2025-07-04 19:15:07 UTC XXX followers, XXX engagements
"Another strong session for $KYTX. up around XX% on 692K shares traded. Reversal shaping up nicely reclaiming that 3-handle after the recent breakdown. 📈" @BluntForceOpt on X 2025-07-10 03:36:17 UTC XXX followers, XXX engagements
"$CNC broke its multi-year trendline months ago and the recent flush drove it straight into key support from the 20152017 range ($27). Big structural break but also a spot where longer-term buyers may start stepping in. As noted earlier I began building a defined-risk long via 2026 LEAPS (Jun $55s Sep $50s). a slow-burn recovery setup targeting stabilization and a re-rating back toward the $5055 range over time. Once the dust settles and we get clearer signs of fundamental stabilization Ill likely begin layering in short puts at levels Im comfortable owning. If assigned great. I lower my" @BluntForceOpt on X 2025-07-20 23:58:36 UTC XXX followers, XXX engagements
"Adding some downside protection with $DOG $SH and $PSQ. Markets look way overbought here $VIX is back at Feb lows and the setup feels fragile heading into earnings. A lot of names IMO are priced for perfection especially in financials and tech. Not calling a top. just managing risk while the markets ignoring it. $QQQ $SPY $DIA" @BluntForceOpt on X 2025-07-15 00:45:51 UTC XXX followers, XXX engagements
"$ALMS Anyone looking at the unusually large put position in Alumis specifically the 30000+ open Oct XX $XXXX puts heres how Im interpreting it: Yes its a big number (3M shares notional) and yes the options chain is generally illiquid. But rather than a directional bearish bet or a hedge on dilution (which seems unlikely given the $700M in cash) this setup IMO looks more like a range-bound premium strategy. Consider this: There was notable call OI in the July $X and $XXXX strikes -- now expired -- which likely reflects short call selling into strength On the flip side those Oct $XXXX puts may" @BluntForceOpt on X 2025-07-19 20:06:38 UTC XXX followers, XX engagements
"Ive spent a lot of time on $SLDB and traded it with conviction but as previously mentioned Ive also stepped aside recently out of respect for the shifting risk profile -- not emotion. The reported third patient death in $SRPT in my view increases the likelihood that the FDA adopts a significantly more cautious and stringent posture particularly around accelerated approvals in gene therapy. The recent CRL for $CAPR is likely an early reflection of that shift in sentiment -- especially under the current regulatory regime. To be clear: that doesnt mean Solids platform isnt promising (Ive" @BluntForceOpt on X 2025-07-18 11:40:26 UTC XXX followers, XXX engagements
"ICYMI: $CAG Q4 and FY25 ER out this morning. Top-line softness continued with Q4 net sales down XXX% and organic sales off XXX% mainly due to lower volume and mix. Adjusted EPS came in at $XXXX down X% y/y. Full-year results showed net sales down XXX% and adjusted EPS at $XXXX down nearly XX% but reported EPS was higher due to prior-year impairment noise. Margins remain under pressure and FY26 guidance was cautious: Organic sales: (1)% to +1% Adjusted EPS: $1.70$1.85 That said volume share gains in key categories and net debt reduction of XXX% are encouraging signs of underlying operational" @BluntForceOpt on X 2025-07-10 15:21:36 UTC XXX followers, XXX engagements
"ICYMI: $MRK is acquiring $VRNA for $10B to add Ohtuvayre the first new inhaled COPD maintenance therapy in 20+ yrs. Smart move IMO. Keytruda goes off-patent in 2028 and Merck faces a significant rev decline. Theyve already spent $11B on Prometheus (IBD) and $680M on Harpoon (oncology). Now theyre adding a respiratory franchise with an approved product and strong uptake. This is Merck buying time. diversifying fast and stacking commercial launches ahead of biosimilar pressure" @BluntForceOpt on X 2025-07-10 03:42:39 UTC XXX followers, XXX engagements
"$ALMS filed a $400M mixed shelf today. No offering was priced but this filing gives them the flexibility to raise capital at any time. While the company is well-capitalized today with $730M in pro forma cash this shelf signals that management wants optionality going forward. It doesnt mean dilution is imminent but the door is now open. Worth keeping on the radar. Happy 4th. Have a great weekend ya'll" @BluntForceOpt on X 2025-07-03 21:00:46 UTC XXX followers, XXX engagements
"$CAT You wouldnt know it by the headlines -- not getting much attention -- but CAT has crushed X of the Mag X over the past X years. up +259.68% with a XXXXX% CAGR (give or take depending on source). Its outperformed $META $MSFT $GOOGL $AAPL and $AMZN. While everyones been glued to tech Caterpillars quietly led the charge. Giddy up 📈" @BluntForceOpt on X 2025-07-13 19:01:58 UTC XXX followers, XXX engagements
"$CAPR GM y'all. Heres a quick breakdown of this mornings PR regarding the FDAs Complete Response Letter: FDA says the submission lacks "substantial evidence of effectiveness." Data from HOPE-2 the open-label extension and natural history comparisons werent sufficient. Also cited unresolved CMC (manufacturing) items. Capricor says most of those were already submitted but werent reviewed due to timing. No safety concerns raised. No issues with trial conduct or data integrity. Capricor plans to resubmit its BLA in Q3 2025 incorporating data from HOPE-3 -- a randomized placebo-controlled Phase 3" @BluntForceOpt on X 2025-07-11 11:08:40 UTC XXX followers, 3592 engagements