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[@LogicalThesis](/creator/twitter/LogicalThesis)
"People who think bios are extended In XX bios were down only -X% Then they went on a 10y ABSOLUTE RIPPER. what do you think happens after two back to back XX% declines let's ride $XBI"  
[X Link](https://x.com/LogicalThesis/status/1975954338297389336) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-08T16:00Z 36.1K followers, 17.6K engagements


"I love holding bios into earnings here vs other sectors bc 1) many holdings are clinical and earnings don't matter 2) valuations are low thus there are low expectations baked into the price $XBI"  
[X Link](https://x.com/LogicalThesis/status/1976304644457746762) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T15:11Z 36.1K followers, 6336 engagements


"Energy for data centers and AI seems like the bottle neck Clear winners so far with $TLN $BE $IESC $PSIX Nuclear and SMR names still years from revenues What are the best data center energy plays now Bonus points if relatively undiscovered"  
[X Link](https://x.com/LogicalThesis/status/1966285319977972014) [@LogicalThesis](/creator/x/LogicalThesis) 2025-09-11T23:38Z 36K followers, 9576 engagements


"$ZURA HVE $PALI huge volume. Highest weekly close in 2025. Above 50SMA first time in a long time after getting rejected recently $OVID huge volume amazing wick bounce at 9EMA. Trending up.Deep into the gap now All with recent catalysts 2/"  
[X Link](https://x.com/LogicalThesis/status/1974495218750910578) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-04T15:21Z 36K followers, 2403 engagements


"@InvestorMexican Nice man Am pretty interested in LatAm specifically $CIB $BCH Otherwise I am XXX% long bios rn"  
[X Link](https://x.com/LogicalThesis/status/1975611634883400097) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-07T17:18Z 36K followers, XXX engagements


"More M&A coming $XBI"  
[X Link](https://x.com/LogicalThesis/status/1976143857864802394) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T04:33Z 36K followers, 12.3K engagements


"When your top XX% allocation position does this💕 $ABVX"  
[X Link](https://x.com/LogicalThesis/status/1976285707191845071) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T13:56Z 36K followers, 12.8K engagements


"You will realize holding a headache / battleground stock is rarely worth it The mental capital investment is typically overlooked When accounting for mental capital it yields negative ROI"  
[X Link](https://x.com/LogicalThesis/status/1976323701915385940) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T16:27Z 36K followers, 5726 engagements


"I used to be a micro cap guy That false belief "it's cheap bc it's small and illiquid and no one can play in this sandbox.yet" Heads up bud you're gonna be playing alone in that sandbox for a long time lol"  
[X Link](https://x.com/LogicalThesis/status/1976333563374211480) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T17:06Z 36K followers, 10.5K engagements


"$IREN 10x in last 6mo"  
[X Link](https://x.com/LogicalThesis/status/1977893297780592773) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T00:24Z 36K followers, 1339 engagements


"$HOOD 7x in last 12mo 17x in last 24mo"  
[X Link](https://x.com/LogicalThesis/status/1977893307641643157) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T00:24Z 36K followers, XXX engagements


"I just bought a $2400 computer chair AMA"  
[X Link](https://x.com/LogicalThesis/status/1978519486501187860) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-15T17:52Z 36K followers, 7268 engagements


"$SPY back below 21EMA I got ridiculed for posting "survive the chop""  
[X Link](https://x.com/LogicalThesis/status/1978865688795037731) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-16T16:48Z 36K followers, 5261 engagements


"@TylerHardt @SFarringtonBKC MBS is 6x larger than private credit Private credit sitting at $1.6T"  
[X Link](https://x.com/LogicalThesis/status/1978939249438396719) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-16T21:40Z 36K followers, XX engagements


"@BAMBossie81 Good thing we are not only the former but exposed to assets that will benefit the most from this policy Buckle up"  
[X Link](https://x.com/LogicalThesis/status/1979045524117328375) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T04:43Z 36K followers, XX engagements


"@BoringBiz_ Tableau workbook everytime Always hit yes just in case lol"  
[X Link](https://x.com/LogicalThesis/status/1979054206901162217) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T05:17Z 36K followers, 4941 engagements


"@DA_Capital_ Wrong take That's a great IRR Use the capital elsewhere"  
[X Link](https://x.com/LogicalThesis/status/1979258793805648373) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T18:50Z 36K followers, 1097 engagements


"What is this about $CIB"  
[X Link](https://x.com/LogicalThesis/status/1922830535249838189) [@LogicalThesis](/creator/x/LogicalThesis) 2025-05-15T01:44Z 36K followers, 4621 engagements


"$785K insider buy at $PRCT 👀"  
[X Link](https://x.com/LogicalThesis/status/1956114566750068801) [@LogicalThesis](/creator/x/LogicalThesis) 2025-08-14T22:03Z 36K followers, 7861 engagements


"$TER trade complete Ty @hntrbrkmedia @Citrini7 (It was double the number of contracts but i trimmed along the way)"  
[X Link](https://x.com/LogicalThesis/status/1973745321483358631) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-02T13:42Z 36K followers, 24.9K engagements


"Weekly chart thread It's $XBI szn I post these for subs every week but I wanna share the love today. We should all have some fun Starting with $AVTX Earlier downtrend found resistance multiple times at 21EMA Now above it - trending up with a 9/21EMA cross 1/"  
[X Link](https://x.com/LogicalThesis/status/1974495199876518017) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-04T15:21Z 36K followers, 12.6K engagements


"Bios have *never* looked better maybe in history"  
[X Link](https://x.com/LogicalThesis/status/1975205483389858157) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-06T14:24Z 36K followers, 16.4K engagements


"Everyone is up a tonnn of $$ in the last month right Remember that stocks are basically Ponzi schemes When you're up it means someone bought in and pushed the price up That's a lot of buying recently huh Nice tailwind - but could become a headwind if we turn to selling"  
[X Link](https://x.com/LogicalThesis/status/1976055970993422719) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-08T22:43Z 36K followers, 27.4K engagements


"what ive constantly said about my community (you can see even in my pinned tweet) is that it is NOT about any single trade. its about the entire portfolio portfolio management through position sizing exposure and risk management Love comments like this one"  
[X Link](https://x.com/LogicalThesis/status/1976719325404053667) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-10T18:39Z 36K followers, 3939 engagements


"This is an *insane* candle on $SPY This probably dead cat bounces and goes lower"  
[X Link](https://x.com/LogicalThesis/status/1976735514494746880) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-10T19:44Z 36K followers, 15.1K engagements


"Everything now is an open ai headline pump lol"  
[X Link](https://x.com/LogicalThesis/status/1977862260245590181) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-13T22:21Z 36K followers, 15.2K engagements


"$CIFR 10x in last 6mo"  
[X Link](https://x.com/LogicalThesis/status/1977893314994303052) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T00:24Z 36K followers, 1901 engagements


"Earlier this week I did some sizable trims raised cash and withdrew the funds to build my tax fund. Today I opened a separate investing account and parked those funds in $BIL Being sensible amid the madness"  
[X Link](https://x.com/LogicalThesis/status/1978492480300454147) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-15T16:05Z 36K followers, 4286 engagements


"@TylerHardt It's $META not $MSFT And I think $META will be just fine lol"  
[X Link](https://x.com/LogicalThesis/status/1978978713405415703) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T00:17Z 36K followers, XXX engagements


"@TylerHardt Got it Will market care if $OWL goes under"  
[X Link](https://x.com/LogicalThesis/status/1978987308998185151) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T00:51Z 36K followers, XXX engagements


"@basadomente Who's the nearest competitor now after $SNY failed Also it's huge market And if their competitors don't have their same mechanism There's a place in the market for them"  
[X Link](https://x.com/LogicalThesis/status/1979617683546190182) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-18T18:36Z 36K followers, XXX engagements


"Housing names putting in bullish engulfing weekly candles👀 $BLDR $FND $GRBK $SDHC $XHB $ITB"  
[X Link](https://x.com/LogicalThesis/status/1964767812326662296) [@LogicalThesis](/creator/x/LogicalThesis) 2025-09-07T19:08Z 36K followers, 7675 engagements


"It's really tough to be bearish when $IWM is at ATHs after 5y of no returns and breaking out of a triple top Could the Covid vertical rally play out in next 3mo V possible"  
[X Link](https://x.com/LogicalThesis/status/1976147101638938823) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T04:45Z 36K followers, 24.9K engagements


"Not gonna pretend my port isn't red today But it was red before the Trump driven sell off just now (low volume can't go up everyday) But it hasn't gone much lower after the news Other sectors are way more exposed to these issues esp at these valuations"  
[X Link](https://x.com/LogicalThesis/status/1976667384929989113) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-10T15:13Z 36K followers, 3567 engagements


"10y falling on Trump threatening tariffs Tariffs put pressure on consumer slow economic activity It's recessionary if they stick I love bios They work well in lower rate environment And aren't exposed to weaker consumer Very attractive sector in all ways right now"  
[X Link](https://x.com/LogicalThesis/status/1976669442009620612) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-10T15:21Z 36K followers, 14.2K engagements


"I hope someone is finding value in my tweets this last week or two"  
[X Link](https://x.com/LogicalThesis/status/1978509243528486984) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-15T17:12Z 36.1K followers, 6271 engagements


"🚨LAUNCHING MY SUB SERVICE🚨 After years of outperforming the S&P by wide margins Im excited to open the door to my investing process for those seeking transparency education and real-time trade ideas with rationale. The goal is to go beyond the trade in order to build a process for successfully managing a portfolio. This is for people who are willing to invest in their financial journey and are serious about improving their long term results. What Youll Get as a Subscriber X. My real time trade alerts (exact position size and rationale) X. Moving forward my portfolio updates will be posted"  
[X Link](https://x.com/LogicalThesis/status/1950931749980262562) [@LogicalThesis](/creator/x/LogicalThesis) 2025-07-31T14:49Z 36.1K followers, 147.7K engagements


"$BLDR impressive inside candles and multiple closes above the 200d on tight action"  
[X Link](https://x.com/LogicalThesis/status/1960706835003892145) [@LogicalThesis](/creator/x/LogicalThesis) 2025-08-27T14:11Z 36.1K followers, 3237 engagements


"Womp $BLDR $PLTR"  
[X Link](https://x.com/LogicalThesis/status/1964546618298093775) [@LogicalThesis](/creator/x/LogicalThesis) 2025-09-07T04:29Z 36.1K followers, 11.4K engagements


"Amazing. Long $SRPT"  
[X Link](https://x.com/LogicalThesis/status/1975763821710221511) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-08T03:22Z 36.1K followers, 13K engagements


"I was just on @compoundpapi spaces earlier tonight giving the entire pitch for why $SRPT is undervalued in even a conservative scenario Then they drop the 3y data And the chart is looking nice Gap fill to XX Me thinks yes"  
[X Link](https://x.com/LogicalThesis/status/1975766551895941606) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-08T03:33Z 36.1K followers, 12.7K engagements


"$AKRO another M&A in the space $NVO reimbursing shareholders with $6B+ Those investors will turn around and invest those proceeds into somewhere else in the sector Could explain $ABVX +7.3% move Love having these tailwinds. From pharma balance sheets into bio public equities"  
[X Link](https://x.com/LogicalThesis/status/1976290608357798195) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T14:16Z 36.1K followers, 7476 engagements


"When your top XX% allocation position does this part X $ABVX during a sell off I may add Yesterday was $AKRO buyout proceeds Today it's $PTGX They're telling you $ABVX is a good buyout candidate"  
[X Link](https://x.com/LogicalThesis/status/1976678296802009447) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-10T15:56Z 36.1K followers, 8089 engagements


"Reasons to be near term bearish 1) stocks are overextended and overvalued esp garbage 2) we haven't had a pullback to 50d since Apr 3) retail just bought record $100B stocks last month 4) companies are in buyback blackout period 5) earnings szn starting with high valuations"  
[X Link](https://x.com/LogicalThesis/status/1976725342300913793) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-10T19:03Z 36.1K followers, 10.2K engagements


"None of these recent moves in individual stocks feel healthy. Most of them resemble late cycle behavior People clown on Howard Marks's Mastering the Market Cycle book for being XXX pages of repetition. But now more than ever is it relevant. Know where you are in the cycle"  
[X Link](https://x.com/LogicalThesis/status/1977864693004857408) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-13T22:31Z 36.1K followers, 49.1K engagements


"I'm going to do a quick thread on what I am seeing in terms of late cycle stock behavior. I give you a reference chart here with $MGNI in 2021 going 10X in 5mo before collapsing -XX% over the next X years. Mind you this is a good business with real revenues"  
[X Link](https://x.com/LogicalThesis/status/1977893294580334874) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T00:24Z 36.1K followers, 32.3K engagements


"$LEU 6x in last 6mo"  
[X Link](https://x.com/LogicalThesis/status/1977893310019625265) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T00:24Z 36.1K followers, 2144 engagements


"$UUUU 6x in last 6mo"  
[X Link](https://x.com/LogicalThesis/status/1977893312620327129) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T00:24Z 36.1K followers, 1764 engagements


"Ahem. $XBI now outperforming all other major indices YTD"  
[X Link](https://x.com/LogicalThesis/status/1978695173296062466) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-16T05:31Z 36.1K followers, 15.3K engagements


"Baby $TEM $PSNL looking good today New 52w highs Wen insurance coverage"  
[X Link](https://x.com/LogicalThesis/status/1978841348657594695) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-16T15:11Z 36.1K followers, 4805 engagements


"Fed said QT is over They're cutting rates next week Bank contagion fears to warm you up for QE The President declaring a national housing emergency We are going to accelerate Own rate sensitive assets Get out before the inevitable crash. Could take longer than you think"  
[X Link](https://x.com/LogicalThesis/status/1979047017931255831) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T04:49Z 36.1K followers, 16K engagements


"Why bother diversifying in a weakening market I ran with diversification most of this year bc there were plentiful opportunities Now there are fewer so I will stick with the best risk rewards"  
[X Link](https://x.com/LogicalThesis/status/1979215964194668661) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T16:00Z 36.1K followers, 9937 engagements


"Some commentary on $NKTR and valuation Current $1.1B market cap. $250M cash (after this Q's cash burn). Puts it at $850M EV Their atopic dermatitis peak sales (after ph3 hits and they get approval) is around $1B. There is a risk to this number: if ph3 hits but it is not differentiated which means lower peak sales. Ph3 should hit but differentiation is a question mark. I asked @seedy19tron and he does not think this is a concern and I know @A_May_MD is big on NKTR as well (he is a dermatologist) Let's discount the cash they have to X and say they get to launch with X cash and thus today's"  
[X Link](https://x.com/LogicalThesis/status/1979288895293657585) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T20:50Z 36.1K followers, 64.9K engagements


"@bitcoinsnipa @WOLF_Bitcoin_ @simplybitcoin @BitcoinNewsCom @WOLF_Financial @CryptoNews_eth @LuxAlgo @CadeBergmann @MrTrendwatch @TreasuryEdge @StockMKTNewz @saylor @stocksnipa Appreciate you brotha"  
[X Link](https://x.com/LogicalThesis/status/1979606064351048001) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-18T17:50Z 36.1K followers, XXX engagements


"$SPY bounced off 9EMA and held last weeks low $IWM faded but didn't even come down to the 9EMA $XBI literally made a higher high Strongest index by far No pullback"  
[X Link](https://x.com/LogicalThesis/status/1979652208728867200) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-18T20:54Z 36.1K followers, 14.1K engagements


"I spent all day thinking about it. Every angle There exists no high confidence bear thesis for $NKTR *before* ph3 AtD is reported next year Fair value: XX% PoS * $2.5B peak sales (PS) * 2X PS = $3B ($157/sh) Assuming no AA or $LLY settlement Reminder: we are in a bio bull market"  
[X Link](https://x.com/LogicalThesis/status/1979931077729730599) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-19T15:22Z 36.1K followers, 11.6K engagements


"Another AMAZING observation about this below $XBI chart I didn't note Look at those flattened stacked MAs just *now* beginning to separate Holy moly"  
[X Link](https://x.com/LogicalThesis/status/1980114038094016678) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-20T03:29Z 36.1K followers, 9256 engagements


"Something bio specialists have forgotten is what it feels like to be in a bull market (don't blame ya been 4y) Here's an analogy from the rest of the market. Valuations: In bear markets P/FCF In bull markets P/S Markets over shoot and under shoot Embrace the pendulum"  
[X Link](https://x.com/LogicalThesis/status/1980117638341861616) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-20T03:43Z 36.1K followers, 10.1K engagements


"Probably better than half the investment theses I read on fintwit tbh Great margin of safety - it's literally cash"  
[X Link](https://x.com/LogicalThesis/status/1980126751150973057) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-20T04:19Z 36.1K followers, 31.2K engagements


"@pennycheck @eliant_capital @BoxLongs Housing unaffordable key topic for midterms"  
[X Link](https://x.com/LogicalThesis/status/1980364187655340094) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-20T20:03Z 36.1K followers, XXX engagements