#  @florian_leandri Florian L Florian L posts on X about $vktx, ai, $iren, $nbis the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1577760269278871559/interactions)  - [--] Week [-------] +1,331% - [--] Month [-------] +1,391% - [--] Months [-------] +1,725% - [--] Year [-------] +4,095% ### Mentions: [--] [#](/creator/twitter::1577760269278871559/posts_active)  - [--] Month [--] -85% - [--] Months [---] +263% - [--] Year [---] +369% ### Followers: [---] [#](/creator/twitter::1577760269278871559/followers)  - [--] Week [---] +11% - [--] Month [---] +24% - [--] Months [---] +254% - [--] Year [---] +629% ### CreatorRank: [---------] [#](/creator/twitter::1577760269278871559/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) [financial services](/list/financial-services) [us election](/list/us-election) [automotive brands](/list/automotive-brands) **Social topic influence** [$vktx](/topic/$vktx) #9, [ai](/topic/ai), [$iren](/topic/$iren), [$nbis](/topic/$nbis), [$hims](/topic/$hims), [$srpt](/topic/$srpt), [$nvda](/topic/$nvda), [$ibrx](/topic/$ibrx), [$alab](/topic/$alab) #182, [market](/topic/market) **Top accounts mentioned or mentioned by** [@doctorsalomon](/creator/undefined) [@rn_flex](/creator/undefined) [@bioinvestor24](/creator/undefined) [@nathandc2480](/creator/undefined) [@doctor_salomon](/creator/undefined) [@himshouse](/creator/undefined) [@jcannush](/creator/undefined) [@bavariaron](/creator/undefined) [@breakoutchrts](/creator/undefined) [@troutandchar](/creator/undefined) [@rnflex](/creator/undefined) [@mbarker1970](/creator/undefined) [@idomeneus_og](/creator/undefined) [@zoomer7777777](/creator/undefined) [@commonsenseplay](/creator/undefined) [@jonahlupton](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@danroberts0101](/creator/undefined) [@pharmdca](/creator/undefined) [@grok](/creator/undefined) **Top assets mentioned** [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [CoreWeave, Inc (CRWV)](/topic/$crwv) [UnitedHealth Group (UNH)](/topic/$unh) [monday.com Ltd. (MNDY)](/topic/$mndy) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Bull Market (BULL)](/topic/$bull) [Viking Holdings Ltd (VIK)](/topic/$vik) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Pfizer, Inc. (PFE)](/topic/$pfe) [Microsoft Corp. (MSFT)](/topic/microsoft) [Boeing Co (BA)](/topic/$ba) [Advanced Micro Devices (AMD)](/topic/$amd) [Metsera, Inc. (MTSR)](/topic/$mtsr) [4 (FOUR)](/topic/$four) [Goldman Sachs (GS)](/topic/goldman-sachs) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [AbbVie Inc (ABBV)](/topic/$abbv) ### Top Social Posts Top posts by engagements in the last [--] hours "@Speculator_io Just one thing to say $NBIS" [X Link](https://x.com/florian_leandri/status/1859972238981869969) 2024-11-22T14:48Z [--] followers, [---] engagements "$NBIS CoreWeave IPO is coming next year Huge catalyst for Nebius. https://www.datacenterdynamics.com/en/news/coreweave-selects-morgan-stanley-goldman-sachs-and-jp-morgan-chase-for-ipo/ https://www.datacenterdynamics.com/en/news/coreweave-selects-morgan-stanley-goldman-sachs-and-jp-morgan-chase-for-ipo/" [X Link](https://x.com/florian_leandri/status/1859983393230057943) 2024-11-22T15:32Z [--] followers, [---] engagements "$NBIS thinking to buy more of this bad ass stock next week 🚀🚀🚀" [X Link](https://x.com/florian_leandri/status/1860834698311668177) 2024-11-24T23:55Z [--] followers, [---] engagements "$nbis We like what we see here 🚀" [X Link](https://x.com/florian_leandri/status/1861050259259998621) 2024-11-25T14:12Z [--] followers, [---] engagements "$NBIS Loading up the truck 🚛🤑 Im getting serious with $NBIS" [X Link](https://x.com/florian_leandri/status/1861063931994820989) 2024-11-25T15:06Z [--] followers, [---] engagements "@alc2022 $HIMS feel bad for those who sold under [--] 😅" [X Link](https://x.com/florian_leandri/status/1861079581798588494) 2024-11-25T16:08Z [--] followers, [---] engagements "My top [--] pharma stocks: $VKTX best in class weight-loss drug with its GLP-1 candidate $SMMT On track to potentially become the next Keytruda aiming to take the title of the worlds best-selling drug. $CRBP A contender to be the next Padcev Time will tell 🚀" [X Link](https://x.com/florian_ldri/status/1861084133159510533) 2024-11-25T16:26Z [--] followers, [---] engagements "@thomasgerlach @jb_equities Respect to $NVDA please 😂 we are talking about a real company here. This is no $MSTR" [X Link](https://x.com/florian_leandri/status/1861111033034682673) 2024-11-25T18:13Z [--] followers, [---] engagements "$NVO Compounding is bullish for Novo because $HIMS and others are building the weight loss market of tomorrow. Novo already produces at maximum capacity It really makes no sense to me to see Novo falling when any news pro compounding pharma hit. Its really dumb investing" [X Link](https://x.com/florian_ldri/status/1861165371102793743) 2024-11-25T21:49Z [--] followers, [---] engagements "$VKTX Hedge fund legend Kenneth Griffin is getting really serious with Vikings 🚀 In the third quarter Griffin and Citadel more than tripled its stake in Viking Therapeutics (NASDAQ: VKTX). Griffin isn't the only one enthusiastic about this clinical-stage drugmaker. Wall Street analysts are sticking their necks out and predicting big gains around the corner. https://finance.yahoo.com/news/billionaire-ken-griffin-invested-93-092100240.html https://finance.yahoo.com/news/billionaire-ken-griffin-invested-93-092100240.html" [X Link](https://x.com/florian_leandri/status/1861365678889959498) 2024-11-26T11:05Z [--] followers, [----] engagements "$VKTX Do people understand that Vikings is launching its phase [--] weight loss study next year and they would be number [--] on the market after $NVO $LLY if approved by the FDA I really dont understand how come the price is so cheap when all analysts agree that they have the best in class drug. It looks like the weight loss business is for free and you buy only the NASH drug VK2809 here. And madrigal $MDGL is more expensive than VKTX with a sub bar drug for efficacy and side effects" [X Link](https://x.com/florian_ldri/status/1861392851105427757) 2024-11-26T12:53Z [--] followers, [---] engagements "Buying Immunitybio $IBXR today Immunitybio is launching a phase [--] anytime soon for NSCLC lung cancer the largest cancer market dominated by the world's best selling drug KEYTRUDA owned by $MRK. Median overall survival exceeded [--] months in Phase [--] trialsnearly double the standard of care for patients when Keytruda or Opdivo are no longer effective. Potential for a combination with ivonescimab $SMMT if approved. Big upside if they can penetrate the NSCLCL market [---] + %" [X Link](https://x.com/florian_ldri/status/1861439802928726524) 2024-11-26T16:00Z [--] followers, [---] engagements "$IBXR $MRK $SMMT This analyst is even more bullish than me on Immunitybio $IBXR 🚀 "EF Hutton initiates coverage on ImmunityBio with a Buy rating and $30 price target implying an 800% upside from current levels. ImmunityBio's Anktiva has been approved by the FDA for BCG-unresponsive non-muscle invasive bladder cancer a significant milestone for the company. Anktiva has shown high complete response rates and long-term disease control in clinical trials enhancing patient outcomes and minimizing the need for surgeries. The treatment has the potential to revolutionize cancer immunotherapy" [X Link](https://x.com/florian_ldri/status/1861446921228816654) 2024-11-26T16:28Z [--] followers, [---] engagements "Anyone here It looks like $IBXR is not really a popular stock not really followed by retail investors or analyst community. that's good sign haha 🤭🚀" [X Link](https://x.com/florian_leandri/status/1861518150791233553) 2024-11-26T21:11Z [--] followers, [--] engagements "Anyone here It looks like $IBXR is not really a popular stock not really followed by retail investors or analysts. And I love it that's a good thing haha 🤭🚀" [X Link](https://x.com/florian_leandri/status/1861518601561251942) 2024-11-26T21:13Z [--] followers, [--] engagements "Anyone here It looks like $IBXR is not really a popular stock not really followed by retail investors or analysts. And I love it that's a good thing haha 🤭🚀" [X Link](https://x.com/florian_leandri/status/1861519669808537778) 2024-11-26T21:17Z [--] followers, [---] engagements "My man RFK 💪 Im very aware of what the average retail investor has been saying about the need for greater transparency in our markets stronger regulatory oversight and tougher penalties for market manipulation and criminal behavior. My administration will support the Ape retail rebellion https://t.co/pjDgeSUXcY Im very aware of what the average retail investor has been saying about the need for greater transparency in our markets stronger regulatory oversight and tougher penalties for market manipulation and criminal behavior. My administration will support the Ape retail rebellion" [X Link](https://x.com/florian_leandri/status/1861538046962717162) 2024-11-26T22:30Z [--] followers, [--] engagements "Crowdstrike $CRWD earnings are out results are not bad but the guidance is quite light growth is seriously decelerating Q/Q if one looks at the guidance. The stock is down [--] % post market while Sentinel one $S is up [--] %. Looks like sentinel one buyers are smelling blood 🩸 in these $CRWD earnings 🦈" [X Link](https://x.com/florian_leandri/status/1861541193668088030) 2024-11-26T22:43Z [--] followers, [---] engagements "Just a couple of weeks ago Amgen $AMGN was caught hiding bone loss data in a secret table on an Excel spreadsheet. Now we have no data for side effects regarding high doses cohorts 😂 No Credibility 🤭 Vikings $VKTX is king 👑 Best in class GLP-1 so far" [X Link](https://x.com/florian_ldri/status/1861591318939492820) 2024-11-27T02:02Z [--] followers, [---] engagements "@StockSavvyShay Sentinel one $S is much better and they didnt cause the biggest IT outage in history good luck 🤞 to the sales team after that . $CRWD is old tech just the way they updated their system is just mind blowing" [X Link](https://x.com/florian_ldri/status/1861597230634852473) 2024-11-27T02:25Z [--] followers, [---] engagements "$IBXR $SMMT $MRK If its not bullish I dont know what you need more🚀 https://www.marketwatch.com/articles/biotech-stock-price-immunitybio-84ca43e9mod=mw_quote_news https://www.marketwatch.com/articles/biotech-stock-price-immunitybio-84ca43e9mod=mw_quote_news" [X Link](https://x.com/florian_ldri/status/1861714774305776059) 2024-11-27T10:12Z [--] followers, [---] engagements "$NBIS @JayApted I could buy at [--] it doesnt make much difference to me. Im here for the long term to watch this beautiful Nebius story unfold" [X Link](https://x.com/florian_leandri/status/1861786639829438938) 2024-11-27T14:58Z [--] followers, [---] engagements "$NBIS Fighting the temptation to buy more 🙏" [X Link](https://x.com/florian_leandri/status/1861797816202412092) 2024-11-27T15:42Z [--] followers, [---] engagements "@AJGrell Bro this is what we call volatility Implied volatility is over 100% on $NBIS if you check the options. This is not for the faint-hearted 💙. Own it dont trade it. 🚀 $NBIS" [X Link](https://x.com/florian_ldri/status/1861799160812306484) 2024-11-27T15:48Z [--] followers, [---] engagements "Feels good to be long on $NBIS today Nvidia investment might be a game changer suddenly big Wall Street boys are going to take notice" [X Link](https://x.com/florian_leandri/status/1863582086684164171) 2024-12-02T13:52Z [--] followers, [---] engagements "$NBIS Lets hope that the next kid is NEBIUS 😁" [X Link](https://x.com/florian_ldri/status/1864049526312473036) 2024-12-03T20:50Z [--] followers, [---] engagements "$nbis Interesting partnership between uber and Avride (Nebius). It can be big in the future. So many moving pieces with this company. Very interesting. https://group.nebius.com/newsroom/avride-and-uber-announce-autonomous-delivery-and-mobility-partnership https://group.nebius.com/newsroom/avride-and-uber-announce-autonomous-delivery-and-mobility-partnership" [X Link](https://x.com/florian_ldri/status/1864813363454193737) 2024-12-05T23:25Z [--] followers, [---] engagements "@smantel $NBIS has also with toloka an AI business as a service they basically help meta etc to fine tune their LLM. So they can definitely cross sell that service to their cloud customers" [X Link](https://x.com/florian_ldri/status/1865136781483552821) 2024-12-06T20:50Z [--] followers, [---] engagements "It looks like some bots are overreacting on $GTLB earnings. - [--] % with guidance in line with the consensus . the stock is now right on its [--] year support . $GTLB was already under performing coming to the earnings not much weak hands tomorrow when the market opens" [X Link](https://x.com/florian_ldri/status/1932546577131872392) 2025-06-10T21:13Z [--] followers, [---] engagements "I bought $Ba pre market. Apparently the plane is stalling on the video possibly the flaps were not oriented correctly I also noticed that prior [---] max accidents the stock was not heavily correlated to aviation crashes. Also the plane is [---] not a [---] max. DYOR please" [X Link](https://x.com/florian_ldri/status/1933136909531750824) 2025-06-12T12:18Z [--] followers, [---] engagements "$BA If flaps are indeed responsible most of accidents are caused by human error and 1020% involve actual mechanical malfunction according to my research. DYOR" [X Link](https://x.com/florian_ldri/status/1933179663586861484) 2025-06-12T15:08Z [--] followers, [--] engagements "$hims and its CEO have a couple of good options from here. Hims can stop compound glp1 they can then add easily Lilly's zepbound or Hims can go bigger on personalized glp1 like Noom" [X Link](https://x.com/florian_ldri/status/1937152696345059556) 2025-06-23T14:16Z [--] followers, [---] engagements "All $hims competitors are almost exclusively selling compound GLP-1 products like Noom Henry etc. so the market reaction is really excessive IMO" [X Link](https://x.com/florian_ldri/status/1937169142597157239) 2025-06-23T15:21Z [--] followers, [---] engagements "People cooking up wild theories about $BULL last raise. The founder Wang Anquan owns 30% pretty sure hes not keen on turning his stake into confetti🎊.These deals are problematic only if: 1) management has no significant stakes 2) the company is not profitable Not Webull case" [X Link](https://x.com/florian_ldri/status/1941284939015782530) 2025-07-04T23:56Z [--] followers, [----] engagements "IMO $bull chose a SEPA raise because : 1) opportunity to raise fund at higher valuation IF an opportunity emerges 2) it gives more flexibility versus a classic ATM offering 3) Webull simply does not have the scale to issue [--] Billion with an ATM this is not tesla" [X Link](https://x.com/florian_ldri/status/1942145440947835224) 2025-07-07T08:55Z [--] followers, [---] engagements "The next catalyst for $BULL is the upcoming launch of crypto trading in the U.S this quarter. Then no longer just a baby bull time to run with with the big bulls🐂🚀 Next resistance is [--] $" [X Link](https://x.com/florian_ldri/status/1942149201124897120) 2025-07-07T09:10Z [--] followers, [----] engagements "@himshouse Novo waits to appoints a new CEO but its a non-event since the $hims can continue compounding even after the lawsuit. The verdict will take years to arrive and in most cases the fines for non-compliant compounding have been minimal when looking at previous judgments" [X Link](https://x.com/florian_ldri/status/1942578490924228678) 2025-07-08T13:36Z [--] followers, [---] engagements "If $BULL is trending as a one of top stocks on Reddit thats likely to get more people opening and funding accounts on Webull which should boost trading and sales this quarter. its definitely a virtuous circle. High chance of beat and raise for Q2 and Q3" [X Link](https://x.com/florian_ldri/status/1942580938556190735) 2025-07-08T13:46Z [--] followers, [--] engagements "The move is obvious: dump $CRWV load up on $NBIS. No brainer" [X Link](https://x.com/florian_ldri/status/1943399569108135985) 2025-07-10T19:58Z [--] followers, [----] engagements "@Mila33705866 I don't know but you can definitely sleep more easily owning $NBIS. $CRWV is over leveraged lacks customer diversification and doesn't match $NBIS in engineering or technical expertise. It's more of a GPU rental shop to me though to be fair CoreWeave is working to change that" [X Link](https://x.com/florian_ldri/status/1943420819641897054) 2025-07-10T21:23Z [--] followers, [---] engagements "I believe $NBIS could reach [---] MW of capacity by the end of next year potentially translating into up to $5 billion in ARR by December [----]. $nbis trading at 100$ next year looks realistic" [X Link](https://x.com/florian_ldri/status/1943450887562891767) 2025-07-10T23:22Z [--] followers, [----] engagements "$NBIS isnt moving in sync with Nvidia right now likely dragged down by the overvalued debt-loaded mess that is $CRWV which is crashing hard. Frustrating to watch while Nvidia hits all time highs" [X Link](https://x.com/florian_ldri/status/1943691676226121740) 2025-07-11T15:19Z [--] followers, [---] engagements "I see $vktx with 26% short interest on a stock that could 10X with strong data challenging the biggest drug in the world. Phase [--] results were excellent best in class. the stock is priced to fail. It doesn't take much brainpower to see the risk-reward here in a year or two" [X Link](https://x.com/Alpha_bro1/status/1948174120321220657) 2025-07-24T00:11Z [--] followers, [----] engagements "DOJ investigating $UNH . we knew that for months and the stock price too Old news from may. Time to buy" [X Link](https://x.com/florian_ldri/status/1948366072693813660) 2025-07-24T12:54Z [--] followers, [---] engagements "Nothing new here on $hims. For sure the lobby pharma is pressing hard. https://thehill.com/policy/healthcare/5344644-lawmakers-counterfeit-compounded-glp-1/ https://thehill.com/policy/healthcare/5344644-lawmakers-counterfeit-compounded-glp-1/" [X Link](https://x.com/Alpha_bro1/status/1948778921052287469) 2025-07-25T16:14Z [--] followers, [---] engagements "$IBRX and $VKTX are two high-potential biotech stocks to watch right now in my opinion. Both are in Phase [--] trials Viking for obesity and ImmunityBio for lung cancer where Keytruda the worlds best-selling cancer drug currently dominates. Exciting months ahead. Stay tuned" [X Link](https://x.com/Alpha_bro1/status/1948829347013337307) 2025-07-25T19:34Z [--] followers, [----] engagements "The EU/US trade deal clears up a lot of trade uncertainty for the Fed. That makes a Fed rate cut very soon maybe even by July 30th. This is very bullish for next week $SPY $NVDA. https://www.politico.eu/article/us-and-eu-strike-trade-deal/ https://www.politico.eu/article/us-and-eu-strike-trade-deal/" [X Link](https://x.com/Alpha_bro1/status/1949532896836153441) 2025-07-27T18:10Z [--] followers, [---] engagements "$HIMS earnings coming soon. IMO here are [--] wildcards that could move the stock: 1) TRT or menopause treatment launch date (new high demand vertical) 2) Tirzepatide compound rollout (NOOM is now doing it will HIMS follow) 3) Lab test launch date (more personalized care)" [X Link](https://x.com/Alpha_bro1/status/1949904794627559457) 2025-07-28T18:48Z [--] followers, [---] engagements "@CMDarnton Facts are $AMD will not close the gap with $NVDA. Why [--]. NVIDIA has almost all the capacity allocation from TSMC (tight supply) [--]. NVIDIA has a superior product with CUDA as software layer. Imagine buying a PC in the 90s without Windows thats what you get with AMD" [X Link](https://x.com/Alpha_bro1/status/1949981483223089377) 2025-07-28T23:53Z [--] followers, [---] engagements "Adding shares feels like $UNH sandbagged the guidance and now that $UNH earnings are done.We can finally buy and focus on next year with fewer COVID-delayed procedures and stronger premium hikes kicking in. I won't be surprised if it turns green📗" [X Link](https://x.com/Alpha_bro1/status/1950157662185734396) 2025-07-29T11:33Z [--] followers, [---] engagements "Whos selling $UNH at these levels wall street boys with a [--] month time horizon or cognitively impaired people😄. Either way the more it drops the more I buy" [X Link](https://x.com/Alpha_bro1/status/1950290384396922948) 2025-07-29T20:20Z [--] followers, [---] engagements "$NBIS 🚀 AI cloud is so much more than what the old cloud used to be and thats exactly why Nebius can truly differentiate itself from the competition. new day new release in @nebiusaistudio our updated endpoint for DeepSeek is the fastest at the market https://t.co/lcmgfqxH4p https://t.co/ir333va8cM new day new release in @nebiusaistudio our updated endpoint for DeepSeek is the fastest at the market https://t.co/lcmgfqxH4p https://t.co/ir333va8cM" [X Link](https://x.com/Alpha_bro1/status/1954260777503969568) 2025-08-09T19:17Z [--] followers, [---] engagements "Its quite amusing to hear so many people claim that SaaS companies like $MNDY or $NOW will collapse because of agentic AI. But who do you think will actually power agentic AI The very same companies with specialized AI models and human orchestration around them. OpenAI Claude and others are just simply going to open their APIs thats it. They become just another commodity for SaaS companies to build on top of. Agentic AI isnt some standalone magic it relies heavily on existing platforms and expertise to function effectively. It kind of reminds me of the DeepSeek moment and we all know how that" [X Link](https://x.com/Alpha_bro1/status/1954875949482197496) 2025-08-11T12:02Z [--] followers, [----] engagements "$MNDY is one of the strongest plays on agentic AI. Solid earnings and trading at a [--] year low EV/Sales make this a clear buying opportunity. I expect the market to rotate back from AI infrastructure names to application driven AI leaders like $MNDY in the coming months. https://ir.monday.com/news-and-events/news-releases/news-details/2025/monday-com-Unveils-Platform-Wide-AI-Shift-The-Work-Execution-Era-Arrives/default.aspx https://ir.monday.com/news-and-events/news-releases/news-details/2025/monday-com-Unveils-Platform-Wide-AI-Shift-The-Work-Execution-Era-Arrives/default.aspx" [X Link](https://x.com/Alpha_bro1/status/1954912302064451858) 2025-08-11T14:26Z [--] followers, [----] engagements "The overall treatment discontinuation rates were 21.9% (6 mg) 22.5% (12 mg) and 24.4% (36 mg) for $LLY orforglipron after [--] weeks. Pretty sure $VKTX can do better with slower titration in a [--] weeks study and also higher weight loss because VK2735 is a Dual agonist GLP-1 and GIP and orforglipron is only a GLP-1 receptor agonist" [X Link](https://x.com/Alpha_bro1/status/1957876726131806339) 2025-08-19T18:46Z [--] followers, [---] engagements "Nothing about side effects discontinuation rates. Thats how transparent is the competition for phases [--] with rapid titration. Pretty sure that $VKTX is better tolerated per kilogram of weight loss compared to LIllys drug. https://investor.lilly.com/news-releases/news-release-details/lillys-phase-2-results-published-new-england-journal-medicine https://investor.lilly.com/news-releases/news-release-details/lillys-phase-2-results-published-new-england-journal-medicine" [X Link](https://x.com/Alpha_bro1/status/1958129709826355312) 2025-08-20T11:31Z [--] followers, [---] engagements "$SRPT generated $220 million in free cash flow in Q2. With an additional $400 million in expected savings next year the company is going to generate substantial free cash flow in [----]. The valuation does not make any sense too cheap" [X Link](https://x.com/Alpha_bro1/status/1960035514293055988) 2025-08-25T17:44Z [--] followers, [---] engagements "you guys want to know where $srpt will trade for the following months just follow the free cash flow [---] millions $ last quarter and more to come with the cuts announced for this year and next . it's all about sitting tight and enjoying the ride" [X Link](https://x.com/Alpha_bro1/status/1960040418499854512) 2025-08-25T18:03Z [--] followers, [----] engagements "$SRPT H.C. Wainwright calls the debt refinancing a net negative and keeps a sell rating because the debt wasnt fully extended to [----]. Really I see it as a net positive. Id much rather have Sarepta use its cash or the $600M revolving credit facility to refinance its cheap [----] convertible bond than issue a 5% convertible debt today risking dilution with a very low conversion price since the stock trades at multi-year lows. Consensus is for $400M+ in free cash flow in [----]. Why would you issue convertibles now To me this shows Sarepta is thinking smart. H.C. Wainwright not so much." [X Link](https://x.com/Alpha_bro1/status/1960080153318498406) 2025-08-25T20:41Z [--] followers, [----] engagements "@adamfeuerstein @MattB79569101 @commonsenseplay @Sanctuary_Bio $SRPT Elevidys is FDA approved and post-approval data confirmed it was the right call. For the record EMBARK succeeded on secondary endpoints. The primary endpoint set by the FDA was unrealistic given the short study timeframe" [X Link](https://x.com/Alpha_bro1/status/1960084415381463359) 2025-08-25T20:58Z [--] followers, [---] engagements "I'm pretty sure I'm not the one shitposting right now. if this is the way you address people with different opinions than yours interesting. biological threshold for meaningful benefit in DMD is around 3% Elevidys is producing [--] to [--] higher levels than whats typically considered clinically relevant. but that's irrelevant for you I imagine. Regarding NSAA points well I m pretty sure it is the FDA who chose that exercice. $SRPT did include secondary endpoints like timed function tests and other functional measures but these were not considered primary by the FDA" [X Link](https://x.com/Alpha_bro1/status/1960094739690340491) 2025-08-25T21:39Z [--] followers, [---] engagements "$VKTX s VK2735 nearly outperformed Lillys orforglipron in just [--] weeks at the [--] mg dose and with less vomiting constipation diarrhea and it is not finished. with less abdominal pain too All of this on a fast titration schedule for vikings phase [--]. Meanwhile Vikings is trading under $30 And yet some analysts still claim its not good enough. This is the best-in-class so far on efficacy and safety. I dont get it why the stock is only trading at 25$ it should go up big time" [X Link](https://x.com/Alpha_bro1/status/1960367304111202403) 2025-08-26T15:42Z [---] followers, [----] engagements "$IBRX Crazy one more cancer added to the death list for ANKTIVA. Yet the stock must be the cheapest compared to its future prospects" [X Link](https://x.com/Alpha_bro1/status/1960369810790842768) 2025-08-26T15:52Z [---] followers, [---] engagements "$IBRX D. Boral Capital analyst Jason Kolbert maintained a "Buy" rating for ImmunityBio (IBRX) with a price target of $24.00. No comments" [X Link](https://x.com/Alpha_bro1/status/1963239233738489911) 2025-09-03T13:54Z [---] followers, [---] engagements "@commonsenseplay true $SRPT can easily 5X in a year just to return to fair value. I would not be surprised. The risk/reward is ridiculously biased in favour of big gains" [X Link](https://x.com/Alpha_bro1/status/1963547261368950911) 2025-09-04T10:18Z [---] followers, [---] engagements "$BYRN such a gift this reversal. The stock is up for a monster run this quarter. Online sales are taking off according to management" [X Link](https://x.com/Alpha_bro1/status/1963916692758950390) 2025-09-05T10:46Z [---] followers, [---] engagements "Time to pound the table on $IBRX Studies show that up to 5070% of patients with metastatic cancers experience significant lymphopenia at some point during treatment. ANKTIVAs potential revenue in the U.S. alone could be $510 billion annually for lymphopenia. There is no competing approved therapy which means the market is essentially untapped and any therapy that works could rapidly become standard of care. ANKTIVA has received RMAT designation and with its strong Phase 2/QUILT trial data the FDA may permit a smaller shorter Phase [--] potentially accelerating approval if prior efficacy is" [X Link](https://x.com/Alpha_bro1/status/1965781162208489858) 2025-09-10T14:15Z [---] followers, [----] engagements "Analysts are on wait and see mode for $SRPT they prefer to wait to see the impact of the recent FDA faux pas before issuing a buy meanwhile I'm sure that parents of Duchenne kids will do the same I mean it s not like kids have few years to walk and a lifespan under [--] right Were talking about a lifesaving drug here not a trip to Disneyland let's be serious" [X Link](https://x.com/Alpha_bro1/status/1965786362893808017) 2025-09-10T14:36Z [---] followers, [---] engagements "$IBRX In my opinion the strong relapse-prevention data in bladder cancer supports the idea that Anktiva could be beneficial across multiple cancers since it targets the immune system itself rather than the cancer directly. In an ideal world where we wouldnt need dozens of trials for each cancer type Anktiva should at least be given as a control or maintenance therapy. It boosts NK cell activity the very cells that patrol our body to detect abnormal or cancerous cells and alert the immune system. This is why I'm optimistic about foreign markets like EU or UK where doctors can easily prescribe" [X Link](https://x.com/Alpha_bro1/status/1966142032461566419) 2025-09-11T14:09Z [---] followers, [---] engagements "Hard to believe that $VKTX is trading under $30. I think the market doesnt fully realize that there is also a big opportunity in diabetes (part of Phase [--] VANQUISH) where Lilly and Novo basically have a duopoly. Id estimate the U.S. diabetes GLP-1 market for overweight/obese patients at around $2527 billion based on [----] figures when obesity prescriptions were less of a factor. This reflects roughly 75% of the type [--] diabetes population who fall into the overweight/obese category. If Viking grabs 10% of that were talking about roughly $2.52.7 billion a year and thats only in the U.S. I think" [X Link](https://x.com/Alpha_bro1/status/1968604601394819128) 2025-09-18T09:14Z [---] followers, [----] engagements "$VKTX Vikings's [--] mg oral pill superior to Novo's pill for side effects and efficacy on a fast titration Yet the stock collapsed after results and novo is up. Go figure" [X Link](https://x.com/Alpha_bro1/status/1968668618230513752) 2025-09-18T13:29Z [---] followers, [----] engagements "When will the market wake up $VKTX is the only company besides Amgen with a Phase [--] subcutaneous obesity drug (besides the duo novo / Lilly). Early data show best-in-class efficacy and a cleaner safety profile yet the stock still trades near pre phase [--] levels. Huge disconnect between the science the value and the price. I expect interim data for phase [--] around January hopefully we wont have to wait that long to see much higher price" [X Link](https://x.com/Alpha_bro1/status/1969898906415755415) 2025-09-21T22:57Z [---] followers, [----] engagements "$VKTX Its laughable to see some people criticizing the CEO for not selling the company at a bargain price. Some investors are here for a quick flip but thats not why Im invested in Vikings. Im here for the 510x potential and Im pretty sure the CEO shares that vision. If you dont have the nerves to hold through the volatility its probably better to sell. Viking is obviously a volatile stock like every company that has the potential to 10x in just a few years" [X Link](https://x.com/Alpha_bro1/status/1970582489325543813) 2025-09-23T20:14Z [---] followers, [----] engagements "Because the CEO of $VKTX Brian Lian and the board knows the value of the company not here for quick bucks. Big pharmas are not going to pay 5X price is too high. And few companies can afford it Novo merck and lilly maybe roche or novartis can afford it I dont think pfizer can actually too much debt on the balance sheet. Other deals are not with a phase [--] asset and not the quality of VK2735 with also an oral asset. This is a rational decision the board estimates the company is worth [--] B + in [--] years when VK2735 is on the market why you would sell [--] B today and make [--] X It doesnt make sense" [X Link](https://x.com/Alpha_bro1/status/1970592254117978570) 2025-09-23T20:52Z [---] followers, [---] engagements "I believe that $ALAB is still undervalued because the market underestimates the growth for the coming years. Everyone talks about custom chips from Broadcom $AVGO but the real winner here is Astera Labs. Heres why: hybrid AI data centers with a mix of custom ASICs and NVIDIA Blackwell GPUs require far more connectivity infrastructure than homogeneous GPU farms. The chips themselves get headlines but they need glue to talk efficiently across servers racks and memory systems and thats Asteras specialty. Scorpio Smart Fabric Switches: These handle high-bandwidth interconnects between" [X Link](https://x.com/Alpha_bro1/status/1973018457424708042) 2025-09-30T13:33Z [---] followers, [---] engagements "@kendall00120583 Of course I agree. [--] % is the minimum legal requirement. But most of loans on the balance sheet are held-for-sale. Not the [--] % . Totally different from upstart" [X Link](https://x.com/Alpha_bro1/status/1973147731490381844) 2025-09-30T22:07Z [---] followers, [--] engagements "There is a severe gas turbine shortage driven by surging AI data center demand. This makes $PSIX a no-brainer buy the company is poised for high margins and strong growth next year. Valuation is too cheap to ignore. https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply" [X Link](https://x.com/Alpha_bro1/status/1975209384059011550) 2025-10-06T14:39Z [---] followers, [---] engagements "$TDMX Anyone beleive their excuse during the conf call regarding their weird organ seasonality. Like no car accidents last quarter Analysts were more than perplex so I am. Promises only bind those who believe them as the saying goes" [X Link](https://x.com/Alpha_bro1/status/1861804772988227729) 2024-11-27T16:10Z [---] followers, [----] engagements "$SRPT And Prasad is back 😂. The guy unilaterally cancelled drugs plus the FDA was a Swiss cheese under his leadership. Really good for the industry. In over three decades Ive never seen the FDA been this engaged with investment reporters with these types of leaks without really engaging companies through appropriate channels McDonald said. https://www.biospace.com/fda/unprecedented-fda-leaks-sow-confusion-for-patients-sarepta-and-capricor https://www.biospace.com/fda/unprecedented-fda-leaks-sow-confusion-for-patients-sarepta-and-capricor" [X Link](https://x.com/Alpha_bro1/status/1954221124935352814) 2025-08-09T16:39Z [---] followers, [----] engagements "$IBRX keeps adding new indications and the WM (Waldenstrom macroglobulinemia) data released today is impressive complete responses in tough heavily treated patients could add another $300M in peak sales. Curious to hear what you think about it. Anktivia could treat a multitude of cancers valuation does not make any sense. Also adding $TARS . Feels less risky than $DAWN valuation pretty close and could have more upside" [X Link](https://x.com/Alpha_bro1/status/1955625470810071294) 2025-08-13T13:40Z [---] followers, [---] engagements "$SRPT should be up on the news as it basically de-risks the stock as an investment. The ambulatory programs will stay and non-ambulatory ones will most likely continue soon. Logically it can only go up from here given the low valuation. https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-therapeutics-announces-refinancing-approximately-700 https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-therapeutics-announces-refinancing-approximately-700" [X Link](https://x.com/Alpha_bro1/status/1958554840881057992) 2025-08-21T15:40Z [---] followers, [---] engagements "$SRPT cash flow machine in the making 🐮 Trading [---] times FCF for next year And thats conservative since elevidys is not going anywhere and have a peak sales potential of [---] B $ for ambulatory alone. I dont often see market opportunities like that quite exciting Unlikely that $SRPT trades below [--] $ next year" [X Link](https://x.com/Alpha_bro1/status/1960346028923576576) 2025-08-26T14:18Z [---] followers, [----] engagements "It is clear that Viking Therapeutics $VKTX currently has the best oral GLP-1 candidate clearly outperforming Lilly. Strangely Novo $NVO hasnt published any data on side effects or discontinuation for its [--] mg obesity pill. The only relevant information I found comes from a [----] study of oral semaglutide in diabetics. Keep in mind this was a 26-week study and diabetic patients are generally more tolerant of GLP-1 drugs making them more resilient to side effects. Even so the results were not good for Novo: discontinuation rates at [--] weeks / [--] mg were 26% For vikings on a [--] weeks study so" [X Link](https://x.com/Alpha_bro1/status/1963235657590952414) 2025-09-03T13:40Z [---] followers, [----] engagements "@JonahLupton I also agree that $TDMX should be higher but my worry is that 2030% of liver transplants are caused by MASH I think the landscape change a bit now that Semaglutide and Madrigals Rezdiffra are in the market. Bullish but not hyper bullish" [X Link](https://x.com/Alpha_bro1/status/1965171290106724853) 2025-09-08T21:52Z [---] followers, [---] engagements "Dont you think $PGY management would have lowered its forecast this 7th august after publishing Q2 results if July and August were really that bad The market is dumping $PGY like the baby with the bathwater. Yes Upstart might have some issues but this is a completely different company and business model. $PGY doesnt keep loans on its balance sheet it would only suffer if the business stops due to an economic crash not from a temporary rise in loan delinquency. Bottom line: just buy" [X Link](https://x.com/Alpha_bro1/status/1973021146804101428) 2025-09-30T13:44Z [---] followers, [----] engagements "$PGY the more it falls the more I buy Low valuation with [--] rate cuts coming this year this feels like Christmas coming early. The slight pressure on consumer loans already seems in the rearview and thats more an $UPST problem since again Pagaya dont keep loans it transfers loans to investors and banks. just look at Google Trends. Honestly Id be surprised to see smart money selling here" [X Link](https://x.com/Alpha_bro1/status/1973067988627808731) 2025-09-30T16:50Z [---] followers, [---] engagements "$PGY This was Fake news Deliquencies barely moved. This is business as usual. The stock can rebound to [--] $ pretty fast IMO" [X Link](https://x.com/Alpha_bro1/status/1973382271697551459) 2025-10-01T13:39Z [---] followers, [---] engagements "Novo and Pfizer are battling over nearly $8 billion for $MTSR a simple GLP1 agonist or semaglutide [---] if you want . all of this based largely on the potential of monthly dosing in a hypothetical future study not yet started even though we all know that monthly doses tend to cause nasty side effects (large dose to last one month). Meanwhile $VKTX with VK2735 a dual agonist with far greater efficacy is valued at only $4 billion" [X Link](https://x.com/Alpha_bro1/status/1983897049213911497) 2025-10-30T14:01Z [---] followers, [--] engagements "A touch of telenovela in the biotech world today: $PFE is calling $NVO bid on $MTSR reckless and accusing them of attempting to suppress competition in violation of the law" [X Link](https://x.com/Alpha_bro1/status/1983915478591344730) 2025-10-30T15:14Z [---] followers, [---] engagements "@MEXC_Official Good but we want an audit. not a screenshot meanwhile my funds are still under review " [X Link](https://x.com/Alpha_bro1/status/1985239603058516271) 2025-11-03T06:56Z [---] followers, [---] engagements "$SRPT post earnings. No exon-skipping PMO has fully succeeded on clinical functional endpoints in pivotal trials. For example Viltolarsen failed last year to meet its primary endpoint and it is still on the market. The FDA just ask a change of label most likely approval is based on surrogate endpoints (dystrophin increase). So the PMO business is here to stay" [X Link](https://x.com/Alpha_bro1/status/1985472081417380173) 2025-11-03T22:20Z [---] followers, [----] engagements "Again a dumb move from the market on $SRPT. No exon-skipping PMO has ever fully succeeded on its primary endpoint. So it changes absolutely nothing because guess what The competing drug also failed to fully meet its endpoint one year ago. Still on the market just different label" [X Link](https://x.com/Alpha_bro1/status/1985475553827172448) 2025-11-03T22:33Z [---] followers, [----] engagements "$HIMS looks like zepbound is next if a deal is done with novo since Lilly does not do business with compounders. This is bullish" [X Link](https://x.com/Alpha_bro1/status/1985477987308093487) 2025-11-03T22:43Z [---] followers, [---] engagements "$SRPT back to a price earnings ratio near [--] for [----] (1600 M $ sales and [---] $ M profits) if the market opens - [--] %. Crazy" [X Link](https://x.com/Alpha_bro1/status/1985483824286089484) 2025-11-03T23:06Z [---] followers, [----] engagements "$SRPT Investors and analysts have known for years that PMOs dont hit their clinical endpoints. Competitors (like Viltolarsen) also failed so Sarepta doesnt lose ground in the exon space. The FDA does not withdraw critical drugs from markets with unmet need it will stay like Viltolarsen with a new label. The exon program is more a bridge to the gene therapy era (elevidys) not a transformational driver. I'm adding to my position since not much has change except a minus [--] % for the share price clearly an overreaction" [X Link](https://x.com/Alpha_bro1/status/1985493741314908558) 2025-11-03T23:46Z [---] followers, [----] engagements "$SRPT CEO: No risk for PMOs according to the conference call. That makes sense since the competing drug Viltolarsen is still on the market despite also failing its primary endpoint last year. Analyst : "Should we also be worried about the drug could be pulled off the market as a potential worst-case scenario" Doug Ingram CEO Sarepta: "I think the outcomes are couple-fold when we talk to the FDA. I really do not believe that theres a risk of losing marketing authorization. It would make very little sense given both the benefits weve seen with this therapy and considering this extraordinarily" [X Link](https://x.com/Alpha_bro1/status/1985637270490104223) 2025-11-04T09:16Z [---] followers, [---] engagements "@Stocktwits A PR coup I hope . no serious person that understands AI thinks that $NVIDIA will trade lower in the coming two years but maybe I'm wrong. No offense but being right one time in [----] does not make you a market oracle" [X Link](https://x.com/Alpha_bro1/status/1985745673531044039) 2025-11-04T16:27Z [---] followers, [--] engagements "$IREN' s [--] GW data center coming online next year🚀 I believe $IREN will sign a deal with open AI or any hyperscaler very soon for this giga AI factory. IREN is the cheapest AI cloud operator per MW Market cap / MW ratio close to [--] for [----] much cheaper than $CRWV and other so tons of upside ahead. The stock is undervalued analysts [----] sales forecasts are ridiculously low" [X Link](https://x.com/Alpha_bro1/status/1985995276121682009) 2025-11-05T08:59Z [---] followers, [---] engagements "$SRPT next catalyst is coming soon according to management (conf call): the JP Morgan Healthcare Conference January [----]. The CEO will probably provide guidance on Elevidys sales for Q1 [----]. I expect a rebound since management was clear that the entire process to receive the Elevidys infusion insurance claims prediagnosis etc. takes [--] to [--] months so its perfectly logical to see flat sales in Q4. I expect a significant rebound in Q1 [----] and possibly an approval for non-ambulatory patients at the end of next year when management presents the study results to the FDA for the sirolimus protocol" [X Link](https://x.com/Alpha_bro1/status/1985999684490371211) 2025-11-05T09:16Z [---] followers, [----] engagements "@richadcock @DrPatSoonShiong Good results today congratulations. I just hope $IBRX will soon hold earnings call at some point. Its honestly frustrating for us as investors were left completely guessing about whats next. Regular updates or even a brief Q&A session during earnings calls would go a long way in building transparency and confidence" [X Link](https://x.com/Alpha_bro1/status/1986034850642485473) 2025-11-05T11:36Z [---] followers, [---] engagements "$IBRX still disappointing to see that there arent any earnings calls. Communication isn't great. I think as sharheholders we deserve more than that. our shares carry a discount for bad or lack of communication I'd rather say. I imagine that most of us agree on that" [X Link](https://x.com/Alpha_bro1/status/1986072214286811440) 2025-11-05T14:04Z [---] followers, [---] engagements "$SRPT Slowly bouncing back. common sense has returned" [X Link](https://x.com/Alpha_bro1/status/1986081390237028502) 2025-11-05T14:41Z [---] followers, [---] engagements "@matt_hiott Good news in January could put the stock on the highway toward recovery" [X Link](https://x.com/Alpha_bro1/status/1986085048517284046) 2025-11-05T14:55Z [---] followers, [--] engagements "The rich and famous are already starting GLP-1 microdosing When the rest of us mere mortals. catch on $VKTX and $HIMS could see a lift. This may convince me to start microdosing Tirzepatide. What does this drug NOT do This may convince me to start microdosing Tirzepatide. What does this drug NOT do" [X Link](https://x.com/Alpha_bro1/status/1986089735597498391) 2025-11-05T15:14Z [---] followers, [---] engagements "$FOUR excellent results with a $1 billion buyback nearly 17% of the float. Shorts brace yourselves this could hurt" [X Link](https://x.com/Alpha_bro1/status/1986419305223950681) 2025-11-06T13:04Z [---] followers, [---] engagements "$IREN "J.P. Morgan raised its December [----] price target on Bitcoin miner-turned-AI factory IREN (Nasdaq: IREN) to $28 from $24" I bet again a CPA analyst who does not understand the difference between a GPU and a CPU" [X Link](https://x.com/Alpha_bro1/status/1987079071562383467) 2025-11-08T08:45Z [---] followers, [---] engagements "$SRPT Its likely that at some point there will be a death among ambulatory Elevidys patients thats expected in in such large treated population. So far all reported fatalities have been in the non-ambulatory group. With roughly [----] ambulatory patients treated even a single death would correspond to 0.1% mortality which shouldnt be an issue for the FDA. Duchenne is a deadly disease so the benefit risk balance simply needs to remain favorable. Thats why Im optimistic about the non-ambulatory population as well the FDA would likely tolerate a higher mortality rate (up to 0.5%) in that group vs" [X Link](https://x.com/Alpha_bro1/status/1987083110916231462) 2025-11-08T09:01Z [---] followers, [---] engagements "This could be huge for $IBRX Excitingly it appears that PDL1 levels do not affect the activity of NK cells in our lung cancer trial. Data submitted for publication. More soon Excitingly it appears that PDL1 levels do not affect the activity of NK cells in our lung cancer trial. Data submitted for publication. More soon" [X Link](https://x.com/Alpha_bro1/status/1987290373882802282) 2025-11-08T22:45Z [---] followers, [---] engagements "$TSM TSMCs October growth slowdown is due to packaging constraints not weakening demand. CoWoS capacity remains limited but AI orders are strong. If only journalists did a bit more homework before declaring AI is slowing or fading. $NVDA https://www.techinasia.com/news/tsmc-revenue-growth-slows-in-october https://www.techinasia.com/news/tsmc-revenue-growth-slows-in-october" [X Link](https://x.com/Alpha_bro1/status/1987801960129720503) 2025-11-10T08:38Z [---] followers, [---] engagements "$CRWV data center delays highlight why an AI cloud operator should control its own infrastructure. Thats also why Im long $IREN lower costs and reduced execution risk" [X Link](https://x.com/Alpha_bro1/status/1988270998802571766) 2025-11-11T15:42Z [---] followers, [---] engagements "$MNDY slightly missed expectations for Q4 due to a strategic shift of marketing budget toward upmarket larger clients. Management noted during conference call that these marketing channels take longer to mature" [X Link](https://x.com/Alpha_bro1/status/1988276435363209389) 2025-11-11T16:03Z [---] followers, [--] engagements "@yianisz Nebius uses a third party provider they dont control much sorry to disappoint you:/ Still great company" [X Link](https://x.com/Alpha_bro1/status/1988623595635986842) 2025-11-12T15:03Z [---] followers, [---] engagements "How I prepare my portfolio for the coming compute famine: $NVDA The safest bet in AI infrastructure $ALAB AI connectivity leader with the highest gross margins in semiconductors. $IREN The most efficient and highest-margin AI cloud operator. $TSM The backbone of AI chip manufacturing ensuring you win no matter who leads" [X Link](https://x.com/Alpha_bro1/status/1988896974892888336) 2025-11-13T09:09Z [---] followers, [---] engagements "@rreddi Very interesting but no way margins are near [--] % for $NBIS since they don't own their data centers. Coreweave has around [--] % margin (not adjusted). I think EBIDTA [--] to [--] % for Nebius" [X Link](https://x.com/Alpha_bro1/status/1988969083283611964) 2025-11-13T13:55Z [---] followers, [---] engagements "$VKTX shareholders are waiting for the right price 💰 https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-ceo-signals-new-appetite-risk-obesity-deals-2025-11-12/ https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-ceo-signals-new-appetite-risk-obesity-deals-2025-11-12/" [X Link](https://x.com/Alpha_bro1/status/1989092318423707841) 2025-11-13T22:05Z [---] followers, [---] engagements "$AMD is pushing hard into the UALink Consortium with Astera Labs $ALAB as a key promoter AMD is laser-focused on low-latency and giant memory with MI400/MI500 to beat $NVDA for AI training. UA Link although more expensive offers significantly lower latency compared with ESUN (broadcom). This is very positive for $ALAB" [X Link](https://x.com/Alpha_bro1/status/1989452250063016238) 2025-11-14T21:55Z [---] followers, [---] engagements "@InvestorVideos Yes and data centers are magically 🪄 built by hyperscalers at the end of the term Everyone knows demand is far stronger than supply. Your theory only works if AI demand collapses but the exact opposite will happen next year A compute deficit is coming" [X Link](https://x.com/Alpha_bro1/status/1993012343144693984) 2025-11-24T17:42Z [---] followers, [--] engagements "$IREN Im expecting a big hyperscaler deal next year especially once Sweetwater [--] goes live around mid-June. Sweetwater alone brings [---] GW online. Im sure management is looking for a major prepayment too probably bigger than the 20% Microsoft check. IREN could throw that money straight into GPUs and scale fast. With compute expected to be in a serious shortage by the end of next year this is the perfect moment to sign. IREN could end up generating way more revenue than the market is pricing in right now" [X Link](https://x.com/Alpha_bro1/status/1993025831636013359) 2025-11-24T18:36Z [---] followers, [---] engagements "@MontanaMatos Agree $HIMS should redesign ZAVA to match the Hims look and feel. Right now ZAVA feels way too medical and clinical. Nobody wants that hospital vibe. Thats exactly why HIMS works so well: the UI and UX are friendly modern and approachable. ZAVA needs that same vibe" [X Link](https://x.com/Alpha_bro1/status/1993027778573443344) 2025-11-24T18:43Z [---] followers, [---] engagements "2026 is the year of $HIMS So many catalysts lining up: Expansion into Canada and potentially Brazil Peptides launch coming Major ZAVA upgrade with a new UX and UI More lab testing options especially genetics Possible obesity pill launch with Novo Possible Glp-1 partnership with Lilly Big things ahead 💥" [X Link](https://x.com/Alpha_bro1/status/1993037239446827216) 2025-11-24T19:21Z [---] followers, [--] engagements "2026 is the year of $HIMS So many catalysts lining up: Expansion into Canada and potentially Brazil Peptides launch coming Major ZAVA upgrade with a new UX and UI More lab testing options especially genetics Possible obesity pill launch with Novo Possible Glp-1 partnership with Lilly Big things ahead 💥" [X Link](https://x.com/Alpha_bro1/status/1993038805625164111) 2025-11-24T19:27Z [---] followers, [---] engagements "When I see $NVDA down 5% today its a reminder of how little the market still understands AI technology AI supply chains and so on" [X Link](https://x.com/Alpha_bro1/status/1993347371972149677) 2025-11-25T15:53Z [---] followers, [--] engagements "$FOUR has significant upside next year. The stock trades at multi-year low multiples and the share buyback alone represents roughly [--] percent of the market cap creating tremendous buying pressure. If $FOUR doesnt trade at least [--] to [--] percent higher next year it would be very surprising" [X Link](https://x.com/Alpha_bro1/status/1993372132911259824) 2025-11-25T17:32Z [---] followers, [---] engagements "$IREN in my view this could be one of the most extreme cases of sandbagging Ive ever seen. IREN's $3.4B ARR guidance is a masterclass in lowballing Picture this: [----] is one of the hottest infrastructure crunches in history and IREN has [---] GW (scaling to [--] GW) of secured grid-connected power right now the scarcest asset in AI where hyperscalers like Microsoft are waiting [----] months in infinite queues just for electrons. A $9.7B 5-year AI cloud deal with Microsoft already locked in delivering $1.9B ARR from that alone (85% projected margins). By the way this would also represent the best" [X Link](https://x.com/Alpha_bro1/status/1993631793539383769) 2025-11-26T10:43Z [---] followers, [---] engagements "@himshouse I see [--] % for $HIMS on fintel for short interest. Very bullish especially at low multiples like now" [X Link](https://x.com/Alpha_bro1/status/1993632769457422843) 2025-11-26T10:47Z [---] followers, [---] engagements "What most of the market seems to miss about $NVDA is that its dominant moat for the next three years isnt just CUDA or superior hardware. Its chip allocation from TSMC $TSM. TSMC is fully booked for the next several years and NVIDIA controls roughly 70% of the available advanced-node capacity over that period. No competitor can manufacture leading-edge chips at TSMCs cost structure and even if $AVGO or $GOOG produced a breakthrough design they wouldnt have the production capacity to scale it. Thats the real constraint and NVIDIA effectively owns it" [X Link](https://x.com/Alpha_bro1/status/1993639528800690229) 2025-11-26T11:14Z [---] followers, [---] engagements "$IREN $NBIS Ill repeat it again but the only real moat in AI cloud is physical infrastructure. This is nothing like classic cloud where enterprise software like SAP etc was built around AWS and created massive lock-in. In AI you can copy-paste workload and migrate easily. Its a completely different world TRUE INFRASTRUCTURE MOATS: cheapest electricity best cooling efficiency fastest networking (NVLink Infiniband) supply of NVIDIA GPUs high-density data center design proximity to power sources renewable energy contracts bare-metal performance" [X Link](https://x.com/Alpha_bro1/status/1993812588992327942) 2025-11-26T22:42Z [---] followers, [---] engagements "I think there is a big misunderstanding here First $IREN and $CIFR have two different business models: one is a cloud provider the other one is a data center REIT. And thank God IREN is still in negotiations. The AI data center shortage is hitting next year you dont want to sell your capacity now you want to keep your powder dry. This in my opinion explains the very very conservative guidance for 2026" [X Link](https://x.com/Alpha_bro1/status/1993817480536707506) 2025-11-26T23:01Z [---] followers, [---] engagements "$NBIS $CRWV $IREN For AI cloud Where is the real moat in your opinion SOFTWARE INFRASTRUCTURE SOFTWARE INFRASTRUCTURE" [X Link](https://x.com/Alpha_bro1/status/1993820497499619661) 2025-11-26T23:13Z [---] followers, [---] engagements "@EndicottInvests haha this is actually a very important debate. when you think a little and you understand that there is no Software moat in AI cloud and the added value will be swallowed by app developpers like RUN ai OpenNebula etc. Long $IREN" [X Link](https://x.com/Alpha_bro1/status/1993828837575283109) 2025-11-26T23:46Z [---] followers, [---] engagements "All this talk about $NVDA losing its moat comes from a misunderstanding of what AI actually does. Around 60% of real AI workloads today are multimodal or video and in those NVIDIA GPUs still have lower TCO than TPUs or any ASIC. TPUs or ASIC are much cheaper in pure text LLM workloads which make up about 40% of the AI market. multimodal and video the real future of AI GPUs remain the most efficient and cost-effective option" [X Link](https://x.com/Alpha_bro1/status/1995466955654832192) 2025-12-01T12:16Z [---] followers, [--] engagements "All this talk about $NVDA losing its moat comes from a misunderstanding of what AI actually does. Around 60% of real AI workloads today are multimodal or video and in those NVIDIA GPUs still have lower TCO than TPUs or any ASIC. $GOOG TPUs or ASICs are much cheaper in pure text LLM workloads which make up about 40% of the AI market. multimodal and video the real future of AI GPUs remain the most efficient and cost-effective option" [X Link](https://x.com/Alpha_bro1/status/1995467394685313035) 2025-12-01T12:17Z [---] followers, [---] engagements "$LLY disappointing phase [--] results for retatrutide are very good for $VKTX. Plus you add the combo injection/pill future is bright. https://investor.lilly.com/news-releases/news-release-details/lillys-triple-agonist-retatrutide-delivered-weight-loss-average https://investor.lilly.com/news-releases/news-release-details/lillys-triple-agonist-retatrutide-delivered-weight-loss-average" [X Link](https://x.com/Alpha_bro1/status/1999119260665122859) 2025-12-11T14:09Z [---] followers, [---] engagements "Might be time for $LLY to consider buying $VKTX after the not so good results with retatrutide The combo injection/pill will naturally allow Vikings to take market share since it is the same molecule" [X Link](https://x.com/Alpha_bro1/status/1999121641452847450) 2025-12-11T14:18Z [---] followers, [----] engagements "How come this company $FRMI has a market cap near $IREN. Mind-blowing mispricing. This is basically a project company almost no power secured. https://finance.yahoo.com/news/fermi-falls-51-ai-campus-141753560.html https://finance.yahoo.com/news/fermi-falls-51-ai-campus-141753560.html" [X Link](https://x.com/Alpha_bro1/status/1999538280174424427) 2025-12-12T17:54Z [---] followers, [---] engagements "the arrival of H200 in China is extremely positive for $ALAB biggest winner after $NVDA. Chinese data centers are very hungry for retimers and switches because they run longer traces mix different GPU and CPU types and often rely on workaround board designs to get high speed links to work reliably. More complexity means more Astera chips per system" [X Link](https://x.com/Alpha_bro1/status/2001249112776220817) 2025-12-17T11:12Z [---] followers, [---] engagements "Im wondering what $novo will do with CagriSema You basically have a drug as efficient as $lly tirzepatide but with almost twice as much nausea and vomiting It doesnt take a genius to see that it wont be a success. Smart choice is to buy $vktx here" [X Link](https://x.com/Alpha_bro1/status/2001332047382745465) 2025-12-17T16:41Z [---] followers, [----] engagements "Christmas rally really" [X Link](https://x.com/Alpha_bro1/status/2001376393960317313) 2025-12-17T19:38Z [---] followers, [--] engagements "$IREN Projected shortage of U.S. Data Center Capacity. (source: Goldman Sachs)" [X Link](https://x.com/Alpha_bro1/status/2001445152850645131) 2025-12-18T00:11Z [---] followers, [--] engagements "$IREN Projected shortage of U.S. Data Center Capacity. (source: Goldman Sachs)" [X Link](https://x.com/Alpha_bro1/status/2001445718779740343) 2025-12-18T00:13Z [---] followers, [---] engagements "@jiahanjimliu A bit unfair to $NBIS. all neoclouds are signing hyperscaler deals because it is the only way to get enough money to scale fast enough. That is said I totally agree with you. AI Cloud is a commodity and $IREN will reign supreme" [X Link](https://x.com/Alpha_bro1/status/2001603853570183628) 2025-12-18T10:42Z [---] followers, [---] engagements "@amitisinvesting $ORCL said on the last earnings call that they are open to colocation deals which gives them a potential way out" [X Link](https://x.com/Alpha_bro1/status/2001608065054052852) 2025-12-18T10:58Z [---] followers, [--] engagements "$LLY latest results have major implications for $VKTX. Viking should be the only player with a combination approach capable of maintaining weight loss since its pill is a dual agonist based on the same molecule as the shot unlike Eli Lillys orforglipron which is a single agonist. https://investor.lilly.com/news-releases/news-release-details/lillys-orforglipron-helped-people-maintain-weight-loss-after https://investor.lilly.com/news-releases/news-release-details/lillys-orforglipron-helped-people-maintain-weight-loss-after" [X Link](https://x.com/Alpha_bro1/status/2001652500139544672) 2025-12-18T13:55Z [---] followers, [----] engagements "@jiahanjimliu Yes databricks is a SAAS business Capex light. AI cloud is actually similar to Crypto mining capex intensive. That's why I also like $IREN good track record" [X Link](https://x.com/Alpha_bro1/status/2001671485925040355) 2025-12-18T15:10Z [---] followers, [---] engagements "If Lilly had used tirzepatide in an oral formulation the results would likely have been much better since it is a dual agonist and much potent. Meanwhile $VKTX s oral maintenance phase during phase [--] even in a small cohort was quite convincing at a low dose. Lets see how it plays out" [X Link](https://x.com/Alpha_bro1/status/2001703408709800227) 2025-12-18T17:17Z [---] followers, [---] engagements "$VKTX trading at 0.4% of Eli Lillys market cap despite having a likely superior dual agonist compared with $LLY blockbuster tirzepatide. Even $GPCR trades higher. Pretty ridiculous if you ask me" [X Link](https://x.com/Alpha_bro1/status/2001755657918456272) 2025-12-18T20:45Z [---] followers, [----] engagements "@JCanNuSH Im quite perplexed when it comes to retatrutide. It shows substantial side effects and may come with a label warning for arrhythmias. In Phase [--] its cardiac signals appeared significantly worse than tirzepatide. I see vk2735 landing [--] % WL" [X Link](https://x.com/Alpha_bro1/status/2001784152098783524) 2025-12-18T22:38Z [---] followers, [---] engagements "$MRVL Guidance is strong: 25% in [----] 30% in [--]. Regarding the noise around XPUs & AWS the CEO clearly says he already has the bookings so the guidance is safe. Marvell trades below its average P/S sales. A clear divergence between price and value. https://www.youtube.com/watchv=vVoKPvJkV6g https://www.youtube.com/watchv=vVoKPvJkV6g" [X Link](https://x.com/Alpha_bro1/status/2002088166640234748) 2025-12-19T18:46Z [---] followers, [---] engagements "@danroberts0101 Financial engineering now. The goal is probably a syndicated loan from JP morgan & other that can be paid back in under [--] years to cover the purchase of all the GPUs switches etc. For Sweetwater were talking $50+ billion with an IRR above 30% I think its doable. $IREN 🚀" [X Link](https://x.com/Alpha_bro1/status/2002315686597525843) 2025-12-20T09:50Z [---] followers, [---] engagements "$IREN $NBIS I keep saying this AI cloud is a commodity. In that game lowest cost wins just like crypto mining. Vertically integrated clouds compound ownership. Asset-lite neo-clouds compound lease exposure. Every day the gap becomes more real. Vertically integrated clouds compound ownership. Asset-lite neo-clouds compound lease exposure. Every day the gap becomes more real" [X Link](https://x.com/Alpha_bro1/status/2003032823717073322) 2025-12-22T09:20Z [---] followers, [---] engagements "Next year would be big for $IREN while other AI cloud operators scramble to buy land left and right for [--] years + projects. IREN is going to launch one of the biggest data centers in the world this April 100% owned. This is why Im invested. Not rocket science here having bookings is nice but if you cant deliver its nothing more than a fantasy. With $IREN you hold the asset everyone will be chasing in 2026: data center capacity" [X Link](https://x.com/Alpha_bro1/status/2003465965326028925) 2025-12-23T14:01Z [---] followers, [----] engagements "I find the ongoing $IREN vs. $NBIS feud quite interesting. I personally think that $IREN investors understand AI cloud better. A lot of investors assume that AI cloud is similar to classic cloud which actually has a clear moat. In traditional cloud once a company builds its applications databases and workflows on a platform migrating data or rewriting code is very complex. There are also strict certifications so switching to another provider is hard. This lock-in creates a long-term advantage for incumbents. AI cloud has none of that. The software stack frameworks/runtime layer (PyTorch" [X Link](https://x.com/Alpha_bro1/status/2003524480023380187) 2025-12-23T17:53Z [---] followers, [---] engagements "@zerohedge I think $NBIS being acquired next year is one of the dumbest predictions for M&A that Ive heard in a long time" [X Link](https://x.com/Alpha_bro1/status/2003529084094284228) 2025-12-23T18:12Z [---] followers, [---] engagements "@danroberts0101 So far the useful lifespan of GPUs appears to be increasing with each new generation as compute gains seem constrained by cooling limits. $IREN" [X Link](https://x.com/Alpha_bro1/status/2005285433312477269) 2025-12-28T14:31Z [---] followers, [--] engagements "$IREN reigns supreme today Is the market finally realizing this is the ultimate data center play owning the full infrastructure stack: land power and chips" [X Link](https://x.com/Alpha_bro1/status/2008275827511709940) 2026-01-05T20:34Z [---] followers, [---] engagements "@Pharmdca $PDD could be a big winner if the ruling is against Trump" [X Link](https://x.com/Alpha_bro1/status/2008612842593771970) 2026-01-06T18:53Z [---] followers, [--] engagements "$ALAB has higher gross margins than $NVDA and is growing revenue much faster yet it still gets little love from Wall Street" [X Link](https://x.com/Alpha_bro1/status/2009657744362791404) 2026-01-09T16:05Z [---] followers, [--] engagements "One another solid reason to buy $IBRX is that future therapies based on engineered NK cells are way cheaper to produce than CAR-T. A full CAR-T treatment costs $700k$1M per patient it's custom often requires ICU stays due to toxicity. NK cells are off the shelf batch made and at scale can be roughly [--] cheaper or more. NK cells used to lack persistence. Anktiva (their IL-15 superagonist) fixes that giving durable killing power with no cytokine storm no ICU needed and repeatable dosing. Combo anktivia / engineered NK cells shows incredible early results in glioblastoma and could be a game" [X Link](https://x.com/Alpha_bro1/status/2010769719800819954) 2026-01-12T17:43Z [---] followers, [----] engagements "$VKTX Im also very excited about the diabetes opportunity. VK2735 appears so far more potent with potentially fewer side effects while delivering better efficacy than tirzepatide. Since diabetes is a chronic condition and patients remain on therapy long term they will naturally gravitate toward the best-in-class drug. This is exactly why Mounjaro has been outperforming semaglutide in the diabetes market. https://twitter.com/i/web/status/2011463950362190045 https://twitter.com/i/web/status/2011463950362190045" [X Link](https://x.com/Alpha_bro1/status/2011463950362190045) 2026-01-14T15:42Z [---] followers, [----] engagements "$IBRX is on an absolute tear Could $5 be next Still seeing 35% short interest as of today this could keep the rally going strong" [X Link](https://x.com/Alpha_bro1/status/2011894095804055928) 2026-01-15T20:11Z [---] followers, [---] engagements "Its great to see the market finally recognising $IBRX and Anktiva value. Id expect the same with $VKTX soon Time to pound the table on $IBRX Studies show that up to 5070% of patients with metastatic cancers experience significant lymphopenia at some point during treatment. ANKTIVAs potential revenue in the U.S. alone could be $510 billion annually for lymphopenia. There is no Time to pound the table on $IBRX Studies show that up to 5070% of patients with metastatic cancers experience significant lymphopenia at some point during treatment. ANKTIVAs potential revenue in the U.S. alone could be" [X Link](https://x.com/Alpha_bro1/status/2014422692200411591) 2026-01-22T19:39Z [---] followers, [----] engagements "@ItsSJTrades right now what we care about is the top line and any potential deals. the market is looking forward" [X Link](https://x.com/Alpha_bro1/status/2014495974698242332) 2026-01-23T00:30Z [---] followers, [----] engagements "$ALAB and $MRVL should benefit from ongoing memory shortages as hyperscalers look for ways to use existing memory more efficiently. Adding Retimers can deliver [--] to [--] % memory savings at the system level. $ALAB is particularly well positioned" [X Link](https://x.com/Alpha_bro1/status/2014500834776670407) 2026-01-23T00:50Z [---] followers, [---] engagements "$IREN Advancing earnings release by two weeks is usually a very bullish signal. Maybe a major deal coming" [X Link](https://x.com/Alpha_bro1/status/2014507595000594942) 2026-01-23T01:16Z [---] followers, [---] engagements "@troutandchar Well have the answer very soon. The stock market is bipolar when it comes to biotech I wouldnt trust it. An asymetric opportunity here but just my opinion" [X Link](https://x.com/Alpha_bro1/status/2014685251281232238) 2026-01-23T13:02Z [---] followers, [---] engagements "@MeadowCapital the maintenance study this year is actually a sort of [---] study. This will move $VKTX price by a lot. No need to wait 2028" [X Link](https://x.com/Alpha_bro1/status/2014685635181674809) 2026-01-23T13:04Z [---] followers, [---] engagements "When you consider that this cancer was once an absolute death sentence its incredible how much progress can be made with NK cell and ANKTIVA combo. I can't wait to see if we can slay the monster that is pancreatic cancer and give patients more time. Very exiciting. $IBRX" [X Link](https://x.com/Alpha_bro1/status/2014689404233609527) 2026-01-23T13:19Z [---] followers, [--] engagements "$IBRX short squeeze 🍋" [X Link](https://x.com/Alpha_bro1/status/2015756210243350741) 2026-01-26T11:58Z [---] followers, [---] engagements "$UNH the proposal represents a preliminary rate notice with final rates typically announced in April after a period of industry feedback. Feedback won't be good. https://ng.investing.com/news/stock-market-news/cvs-health-unitedhealth-group-stocks-tumble-on-lower-medicare-rate-proposal-2306051 https://ng.investing.com/news/stock-market-news/cvs-health-unitedhealth-group-stocks-tumble-on-lower-medicare-rate-proposal-2306051" [X Link](https://x.com/Alpha_bro1/status/2015909797506195790) 2026-01-26T22:08Z [---] followers, [---] engagements "$QSG is rebounding from a low around 8🚀 capitalizing on the Labubu $PMRTY craze" [X Link](https://x.com/Alpha_bro1/status/1939690594734944468) 2025-06-30T14:20Z [---] followers, [---] engagements "@ResearchPulse1 @JCanNuSH For me the most surprising part is all this talk about monthly injections. We all know the side effects are likely to be significant because you need a very large dose for the drug to last an entire month. Thats why the recent deal between Pfizer and Metsera seems puzzling" [X Link](https://x.com/Alpha_bro1/status/2001708834566570247) 2025-12-18T17:39Z [---] followers, [---] engagements "When you consider that this cancer was once an absolute death sentence its incredible how much progress can be made with NK cell and ANKTIVA combo. I can't wait to see if we can achieve meaningful survival gain in pancreatic cancer. Very exiciting. $IBRX" [X Link](https://x.com/Alpha_bro1/status/2014689732488319070) 2026-01-23T13:20Z [---] followers, [----] engagements "$UNH History shows under trump that preliminary MA rates are a starting point but final rates often end up much higher after CMS reviews feedback" [X Link](https://x.com/Alpha_bro1/status/2016160531879530625) 2026-01-27T14:45Z [---] followers, [---] engagements "I can easily see $UNH rebounding hard into April when the final rate is known. No chance CMS rates flat going into the midterms. That would be political suicide retirees rely heavily on MA. History shows the Advance Notice is a starting point. My bet is a final rate near 3%" [X Link](https://x.com/Alpha_bro1/status/2016209977858208190) 2026-01-27T18:01Z [---] followers, [---] engagements "$HIMS maybe its time for @AndrewDudum to take a clear direction: either go all in on GLP-1 with tirzepatide and the Wegovy pill compound or stop GLP-1 compounding and strike a deal with Novo and Lilly. Right now were losing market share to RO and competitors" [X Link](https://x.com/Alpha_bro1/status/2016543715607691606) 2026-01-28T16:07Z [---] followers, [----] engagements "$IREN and Amazon both announced earnings dates on Jan [--] and will both publish Feb [--]. I find it interesting since IREN usually reports mid-Feb. I Wont be surprised if $AMZN signs a [--] GW deal for Sweetwater" [X Link](https://x.com/Alpha_bro1/status/2017028557126455637) 2026-01-30T00:14Z [---] followers, [---] engagements "The market underestimates the impact of H200 deployments in China on $ALAB. NVLink is banned forcing China into PCIe-based premium connectivity where Astera Labs is best positioned. H200 ramp could drive upside this year" [X Link](https://x.com/Alpha_bro1/status/2008236476031815754) 2026-01-05T17:57Z [---] followers, [---] engagements "$ALAB Memory shortage is a tailwind for Astera Labs . Hyperscalers add more GPUs and attach external DDR5/CXL memory. That means more PCIe lanes retimers and switches per rack. In other words memory shortage = more hardware per deployment = higher revenue for Astera" [X Link](https://x.com/Alpha_bro1/status/2008588795659362670) 2026-01-06T17:17Z [---] followers, [---] engagements "When you think that $VKTX has high odds to beat tirzepatide the best selling drug in the world in its maintenance study this year and is still trading for peanuts sitting near [--] weeks low. this is just mind blowing" [X Link](https://x.com/Alpha_bro1/status/2014420779652223070) 2026-01-22T19:31Z [---] followers, [----] engagements "$SRPT ELEVIDYS has exceeded expectations proving the doubters wrong with robust and statistically long-term results. This should boost enrollment in the ambulatory population and help advance the non-ambulatory category with the new sirolimus protocol" [X Link](https://x.com/Alpha_bro1/status/2015781556464341386) 2026-01-26T13:39Z [---] followers, [----] engagements "$SRPT Q&A Management: There is no doubt that these three-year data and what it means for the long-term benefits of this therapy over time is going to play a significant role in those communications (with medical centers) This will definitely help revenues for 2026" [X Link](https://x.com/Alpha_bro1/status/2015798666523455776) 2026-01-26T14:47Z [---] followers, [----] engagements "$SRPT chart is looking pretty explosive. If it breaks the $24 resistance level the next major resistance sits around $37" [X Link](https://x.com/Alpha_bro1/status/2015800372200120641) 2026-01-26T14:53Z [---] followers, [---] engagements "$NVO has to buy $VKTX. that's the only way to beat lilly and tirzepatide" [X Link](https://x.com/Alpha_bro1/status/2018759244007211302) 2026-02-03T18:51Z [---] followers, [----] engagements "@bioinvestor24 $VKTX GLP-1 pills have heavy side effects. patients who dont tolerate pills will migrate to injections expanding the injectable market. Pills will be 1/3 of the market I think" [X Link](https://x.com/Alpha_bro1/status/2018802403945152736) 2026-02-03T21:42Z [---] followers, [---] engagements "For Reta discontinuation for adverse events at the highest dose is 18.2% vs [---] % for tirza ( highest dose [--] mg). there are much more nausea or diarrhea and also something unusual for Glp1 at the highest dose dysesthesia. That is said it should be a commercial sucess and sell a lot but to beat tirza I think it will be hard. This is my humble opinion. https://twitter.com/i/web/status/2019019175155441808 https://twitter.com/i/web/status/2019019175155441808" [X Link](https://x.com/Alpha_bro1/status/2019019175155441808) 2026-02-04T12:04Z [---] followers, [---] engagements "$VKTX going down while $LLY is up 9% is absurd. Vikings seems to have a better molecule than tirzepatide according to Phase [--] data. It is the only dual agonist currently in Phase [--]. We might have a deal in hand this year or early next year after Phase [--] data are published" [X Link](https://x.com/Alpha_bro1/status/2019117525984809445) 2026-02-04T18:35Z [---] followers, [----] engagements "$HIMS IMO Wegovy pill compound is legal as long as they dont use SNAC. However absorption is at very best 40% of the Wegovy pill depending of the enhancer used. Therefore Hims will need to use more semaglutide but side effects are proportional to the absorbed dose in the blood so this is not too much of a problem just not so good for margin. https://twitter.com/i/web/status/2019445064838095358 https://twitter.com/i/web/status/2019445064838095358" [X Link](https://x.com/Alpha_bro1/status/2019445064838095358) 2026-02-05T16:16Z [---] followers, [--] engagements "$HIMS this is very bullish if lipsomal delivery is used. Absorbtion is excellent and it makes compounding the pill legal. 🚨 BREAKING: IT WOULD APPEAR THAT $HIMS IS USING LIPSOMAL DELIVERY AS THE MECHANISM FOR ITS GLP-1 PILL https://t.co/HhifjlYYx0 🚨 BREAKING: IT WOULD APPEAR THAT $HIMS IS USING LIPSOMAL DELIVERY AS THE MECHANISM FOR ITS GLP-1 PILL https://t.co/HhifjlYYx0" [X Link](https://x.com/Alpha_bro1/status/2019461927789809963) 2026-02-05T17:23Z [---] followers, [---] engagements "$IREN I keep coming back to the financing deal with JP Morgan and other: We secured $3.6bn of committed GPU financing for the Microsoft contract at under 6%. Thats a real game changer for future deals. It dramatically lowers the cost of capital and sets a precedent that enables even larger contracts at attractive terms. This opens the door to deals an order of magnitude bigger potentially tens of billions for Sweetwater [--]. On that alone the stock should be higher. https://twitter.com/i/web/status/2019710358097690919 https://twitter.com/i/web/status/2019710358097690919" [X Link](https://x.com/Alpha_bro1/status/2019710358097690919) 2026-02-06T09:50Z [---] followers, [---] engagements "@TheLongInvest Yes $HIMS is following the law. I dont think theyll have any issues with the FDA or with a Novo lawsuit. That said many people are right the rules around compounding probably need to change" [X Link](https://x.com/Alpha_bro1/status/2019722920705048983) 2026-02-06T10:40Z [---] followers, [---] engagements "@elonmusk @PTrubey Thanks for sharing your knowledge. Very insightful" [X Link](https://x.com/Alpha_bro1/status/2019724031587651709) 2026-02-06T10:45Z [---] followers, [--] engagements "We can say anything we want about $Hims but the launch of the pill and all the polemics that followed perfectly fitting the ad narrative right before the Super Bowl is just brilliant marketing https://www.youtube.com/watchv=aZ7Z5LTJWHM https://www.youtube.com/watchv=aZ7Z5LTJWHM" [X Link](https://x.com/Alpha_bro1/status/2019735688191832188) 2026-02-06T11:31Z [---] followers, [---] engagements "@himshouse $HIMS definitely ran some pharmacokinetic studies with Strive to measure absorption. Im not worried" [X Link](https://x.com/Alpha_bro1/status/2019737564253663482) 2026-02-06T11:38Z [---] followers, [----] engagements "$VKTX Retatrutide has also cardiac side effects. Reta increases heart rate by +5 to +7 bpm on average the average patient doesn't want that. Thats not trivial especially since glucagon also activates the sympathetic nervous system so maybe more side effects. I think tolerability is bad at even [--] mg let's see" [X Link](https://x.com/Alpha_bro1/status/2019781759852822607) 2026-02-06T14:34Z [---] followers, [---] engagements "@rn_flex @Doctor_Salomon @MBarker1970 @bioinvestor24 where did you see that there is nothing in the phase [--]. I have never seen a study on VK2735 increasing heart rate. Same with tirzepatide" [X Link](https://x.com/Alpha_bro1/status/2019804564179058761) 2026-02-06T16:05Z [---] followers, [--] engagements "@StockTrader_Max Good question. Lets see if someone comes with an answer. $HIMS shareholders know U.S. law around compounding weve been in that boat for a little while" [X Link](https://x.com/Alpha_bro1/status/2019806329020489750) 2026-02-06T16:12Z [---] followers, [---] engagements "$HIMS tested absorption theres no doubt they ran basic blood tests with their partner Strive to measure it. Its insane to think otherwise. This is a compounded drug so you cant expect five years of clinical research behind it. Thats literally against the very definition of a compound drug. https://twitter.com/i/web/status/2019826964828168320 https://twitter.com/i/web/status/2019826964828168320" [X Link](https://x.com/Alpha_bro1/status/2019826964828168320) 2026-02-06T17:34Z [---] followers, [---] engagements "@Doctor_Salomon @bioinvestor24 I meant towards capital markets investors. If communication was good I doubt we were trading at only 3B $ when most of our competitors with inferior drugs I believe trade higher like GPCR" [X Link](https://x.com/Alpha_bro1/status/2019850006069752296) 2026-02-06T19:05Z [---] followers, [---] engagements "Yes I agree but the premium paid by lets say Novo for buying $VKTX is based on the current market cap. Novos CEO will have more difficulty going back to his board and saying Well I paid 6x so it has an impact. I would like our CEO to speak more about why he thinks we have the best asset that we are undervalued etc https://twitter.com/i/web/status/2019853667243885050 https://twitter.com/i/web/status/2019853667243885050" [X Link](https://x.com/Alpha_bro1/status/2019853667243885050) 2026-02-06T19:20Z [---] followers, [---] engagements "@NathanDC2480 I agree my take was its easier to get a bid 2x vs 4x vs current price so it has an impact on the price a company like novo is willing to pay some psychological factor here. But in a perfect and rational world sure its all based on future cash flows" [X Link](https://x.com/Alpha_bro1/status/2020102884558258522) 2026-02-07T11:50Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@florian_leandri Florian L
Florian L posts on X about $vktx, ai, $iren, $nbis the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +1,331%
- [--] Month [-------] +1,391%
- [--] Months [-------] +1,725%
- [--] Year [-------] +4,095%
Mentions: [--] #
- [--] Month [--] -85%
- [--] Months [---] +263%
- [--] Year [---] +369%
Followers: [---] #
- [--] Week [---] +11%
- [--] Month [---] +24%
- [--] Months [---] +254%
- [--] Year [---] +629%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands countries cryptocurrencies currencies fashion brands financial services us election automotive brands
Social topic influence $vktx #9, ai, $iren, $nbis, $hims, $srpt, $nvda, $ibrx, $alab #182, market
Top accounts mentioned or mentioned by @doctorsalomon @rn_flex @bioinvestor24 @nathandc2480 @doctor_salomon @himshouse @jcannush @bavariaron @breakoutchrts @troutandchar @rnflex @mbarker1970 @idomeneus_og @zoomer7777777 @commonsenseplay @jonahlupton @jiahanjimliu @danroberts0101 @pharmdca @grok
Top assets mentioned Viking Therapeutics, Inc (VKTX) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Hims & Hers Health, Inc. (HIMS) Sarepta Therapeutics, Inc. (SRPT) NVIDIA Corp. (NVDA) ImmunityBio, Inc. Common Stock (IBRX) Astera Labs, Inc. (ALAB) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) CoreWeave, Inc (CRWV) UnitedHealth Group (UNH) monday.com Ltd. (MNDY) Taiwan Semiconductor (TSM) Bull Market (BULL) Viking Holdings Ltd (VIK) Summit Therapeutics Inc. Common Stock (SMMT) Merck & Co., Inc. (MRK) Upstart Holdings, Inc. (UPST) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Pfizer, Inc. (PFE) Microsoft Corp. (MSFT) Boeing Co (BA) Advanced Micro Devices (AMD) Metsera, Inc. (MTSR) 4 (FOUR) Goldman Sachs (GS) Marvell Technology Inc (MRVL) AbbVie Inc (ABBV)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Speculator_io Just one thing to say $NBIS"
X Link 2024-11-22T14:48Z [--] followers, [---] engagements
"$NBIS CoreWeave IPO is coming next year Huge catalyst for Nebius. https://www.datacenterdynamics.com/en/news/coreweave-selects-morgan-stanley-goldman-sachs-and-jp-morgan-chase-for-ipo/ https://www.datacenterdynamics.com/en/news/coreweave-selects-morgan-stanley-goldman-sachs-and-jp-morgan-chase-for-ipo/"
X Link 2024-11-22T15:32Z [--] followers, [---] engagements
"$NBIS thinking to buy more of this bad ass stock next week 🚀🚀🚀"
X Link 2024-11-24T23:55Z [--] followers, [---] engagements
"$nbis We like what we see here 🚀"
X Link 2024-11-25T14:12Z [--] followers, [---] engagements
"$NBIS Loading up the truck 🚛🤑 Im getting serious with $NBIS"
X Link 2024-11-25T15:06Z [--] followers, [---] engagements
"@alc2022 $HIMS feel bad for those who sold under [--] 😅"
X Link 2024-11-25T16:08Z [--] followers, [---] engagements
"My top [--] pharma stocks: $VKTX best in class weight-loss drug with its GLP-1 candidate $SMMT On track to potentially become the next Keytruda aiming to take the title of the worlds best-selling drug. $CRBP A contender to be the next Padcev Time will tell 🚀"
X Link 2024-11-25T16:26Z [--] followers, [---] engagements
"@thomasgerlach @jb_equities Respect to $NVDA please 😂 we are talking about a real company here. This is no $MSTR"
X Link 2024-11-25T18:13Z [--] followers, [---] engagements
"$NVO Compounding is bullish for Novo because $HIMS and others are building the weight loss market of tomorrow. Novo already produces at maximum capacity It really makes no sense to me to see Novo falling when any news pro compounding pharma hit. Its really dumb investing"
X Link 2024-11-25T21:49Z [--] followers, [---] engagements
"$VKTX Hedge fund legend Kenneth Griffin is getting really serious with Vikings 🚀 In the third quarter Griffin and Citadel more than tripled its stake in Viking Therapeutics (NASDAQ: VKTX). Griffin isn't the only one enthusiastic about this clinical-stage drugmaker. Wall Street analysts are sticking their necks out and predicting big gains around the corner. https://finance.yahoo.com/news/billionaire-ken-griffin-invested-93-092100240.html https://finance.yahoo.com/news/billionaire-ken-griffin-invested-93-092100240.html"
X Link 2024-11-26T11:05Z [--] followers, [----] engagements
"$VKTX Do people understand that Vikings is launching its phase [--] weight loss study next year and they would be number [--] on the market after $NVO $LLY if approved by the FDA I really dont understand how come the price is so cheap when all analysts agree that they have the best in class drug. It looks like the weight loss business is for free and you buy only the NASH drug VK2809 here. And madrigal $MDGL is more expensive than VKTX with a sub bar drug for efficacy and side effects"
X Link 2024-11-26T12:53Z [--] followers, [---] engagements
"Buying Immunitybio $IBXR today Immunitybio is launching a phase [--] anytime soon for NSCLC lung cancer the largest cancer market dominated by the world's best selling drug KEYTRUDA owned by $MRK. Median overall survival exceeded [--] months in Phase [--] trialsnearly double the standard of care for patients when Keytruda or Opdivo are no longer effective. Potential for a combination with ivonescimab $SMMT if approved. Big upside if they can penetrate the NSCLCL market [---] + %"
X Link 2024-11-26T16:00Z [--] followers, [---] engagements
"$IBXR $MRK $SMMT This analyst is even more bullish than me on Immunitybio $IBXR 🚀 "EF Hutton initiates coverage on ImmunityBio with a Buy rating and $30 price target implying an 800% upside from current levels. ImmunityBio's Anktiva has been approved by the FDA for BCG-unresponsive non-muscle invasive bladder cancer a significant milestone for the company. Anktiva has shown high complete response rates and long-term disease control in clinical trials enhancing patient outcomes and minimizing the need for surgeries. The treatment has the potential to revolutionize cancer immunotherapy"
X Link 2024-11-26T16:28Z [--] followers, [---] engagements
"Anyone here It looks like $IBXR is not really a popular stock not really followed by retail investors or analyst community. that's good sign haha 🤭🚀"
X Link 2024-11-26T21:11Z [--] followers, [--] engagements
"Anyone here It looks like $IBXR is not really a popular stock not really followed by retail investors or analysts. And I love it that's a good thing haha 🤭🚀"
X Link 2024-11-26T21:13Z [--] followers, [--] engagements
"Anyone here It looks like $IBXR is not really a popular stock not really followed by retail investors or analysts. And I love it that's a good thing haha 🤭🚀"
X Link 2024-11-26T21:17Z [--] followers, [---] engagements
"My man RFK 💪 Im very aware of what the average retail investor has been saying about the need for greater transparency in our markets stronger regulatory oversight and tougher penalties for market manipulation and criminal behavior. My administration will support the Ape retail rebellion https://t.co/pjDgeSUXcY Im very aware of what the average retail investor has been saying about the need for greater transparency in our markets stronger regulatory oversight and tougher penalties for market manipulation and criminal behavior. My administration will support the Ape retail rebellion"
X Link 2024-11-26T22:30Z [--] followers, [--] engagements
"Crowdstrike $CRWD earnings are out results are not bad but the guidance is quite light growth is seriously decelerating Q/Q if one looks at the guidance. The stock is down [--] % post market while Sentinel one $S is up [--] %. Looks like sentinel one buyers are smelling blood 🩸 in these $CRWD earnings 🦈"
X Link 2024-11-26T22:43Z [--] followers, [---] engagements
"Just a couple of weeks ago Amgen $AMGN was caught hiding bone loss data in a secret table on an Excel spreadsheet. Now we have no data for side effects regarding high doses cohorts 😂 No Credibility 🤭 Vikings $VKTX is king 👑 Best in class GLP-1 so far"
X Link 2024-11-27T02:02Z [--] followers, [---] engagements
"@StockSavvyShay Sentinel one $S is much better and they didnt cause the biggest IT outage in history good luck 🤞 to the sales team after that . $CRWD is old tech just the way they updated their system is just mind blowing"
X Link 2024-11-27T02:25Z [--] followers, [---] engagements
"$IBXR $SMMT $MRK If its not bullish I dont know what you need more🚀 https://www.marketwatch.com/articles/biotech-stock-price-immunitybio-84ca43e9mod=mw_quote_news https://www.marketwatch.com/articles/biotech-stock-price-immunitybio-84ca43e9mod=mw_quote_news"
X Link 2024-11-27T10:12Z [--] followers, [---] engagements
"$NBIS @JayApted I could buy at [--] it doesnt make much difference to me. Im here for the long term to watch this beautiful Nebius story unfold"
X Link 2024-11-27T14:58Z [--] followers, [---] engagements
"$NBIS Fighting the temptation to buy more 🙏"
X Link 2024-11-27T15:42Z [--] followers, [---] engagements
"@AJGrell Bro this is what we call volatility Implied volatility is over 100% on $NBIS if you check the options. This is not for the faint-hearted 💙. Own it dont trade it. 🚀 $NBIS"
X Link 2024-11-27T15:48Z [--] followers, [---] engagements
"Feels good to be long on $NBIS today Nvidia investment might be a game changer suddenly big Wall Street boys are going to take notice"
X Link 2024-12-02T13:52Z [--] followers, [---] engagements
"$NBIS Lets hope that the next kid is NEBIUS 😁"
X Link 2024-12-03T20:50Z [--] followers, [---] engagements
"$nbis Interesting partnership between uber and Avride (Nebius). It can be big in the future. So many moving pieces with this company. Very interesting. https://group.nebius.com/newsroom/avride-and-uber-announce-autonomous-delivery-and-mobility-partnership https://group.nebius.com/newsroom/avride-and-uber-announce-autonomous-delivery-and-mobility-partnership"
X Link 2024-12-05T23:25Z [--] followers, [---] engagements
"@smantel $NBIS has also with toloka an AI business as a service they basically help meta etc to fine tune their LLM. So they can definitely cross sell that service to their cloud customers"
X Link 2024-12-06T20:50Z [--] followers, [---] engagements
"It looks like some bots are overreacting on $GTLB earnings. - [--] % with guidance in line with the consensus . the stock is now right on its [--] year support . $GTLB was already under performing coming to the earnings not much weak hands tomorrow when the market opens"
X Link 2025-06-10T21:13Z [--] followers, [---] engagements
"I bought $Ba pre market. Apparently the plane is stalling on the video possibly the flaps were not oriented correctly I also noticed that prior [---] max accidents the stock was not heavily correlated to aviation crashes. Also the plane is [---] not a [---] max. DYOR please"
X Link 2025-06-12T12:18Z [--] followers, [---] engagements
"$BA If flaps are indeed responsible most of accidents are caused by human error and 1020% involve actual mechanical malfunction according to my research. DYOR"
X Link 2025-06-12T15:08Z [--] followers, [--] engagements
"$hims and its CEO have a couple of good options from here. Hims can stop compound glp1 they can then add easily Lilly's zepbound or Hims can go bigger on personalized glp1 like Noom"
X Link 2025-06-23T14:16Z [--] followers, [---] engagements
"All $hims competitors are almost exclusively selling compound GLP-1 products like Noom Henry etc. so the market reaction is really excessive IMO"
X Link 2025-06-23T15:21Z [--] followers, [---] engagements
"People cooking up wild theories about $BULL last raise. The founder Wang Anquan owns 30% pretty sure hes not keen on turning his stake into confetti🎊.These deals are problematic only if: 1) management has no significant stakes 2) the company is not profitable Not Webull case"
X Link 2025-07-04T23:56Z [--] followers, [----] engagements
"IMO $bull chose a SEPA raise because : 1) opportunity to raise fund at higher valuation IF an opportunity emerges 2) it gives more flexibility versus a classic ATM offering 3) Webull simply does not have the scale to issue [--] Billion with an ATM this is not tesla"
X Link 2025-07-07T08:55Z [--] followers, [---] engagements
"The next catalyst for $BULL is the upcoming launch of crypto trading in the U.S this quarter. Then no longer just a baby bull time to run with with the big bulls🐂🚀 Next resistance is [--] $"
X Link 2025-07-07T09:10Z [--] followers, [----] engagements
"@himshouse Novo waits to appoints a new CEO but its a non-event since the $hims can continue compounding even after the lawsuit. The verdict will take years to arrive and in most cases the fines for non-compliant compounding have been minimal when looking at previous judgments"
X Link 2025-07-08T13:36Z [--] followers, [---] engagements
"If $BULL is trending as a one of top stocks on Reddit thats likely to get more people opening and funding accounts on Webull which should boost trading and sales this quarter. its definitely a virtuous circle. High chance of beat and raise for Q2 and Q3"
X Link 2025-07-08T13:46Z [--] followers, [--] engagements
"The move is obvious: dump $CRWV load up on $NBIS. No brainer"
X Link 2025-07-10T19:58Z [--] followers, [----] engagements
"@Mila33705866 I don't know but you can definitely sleep more easily owning $NBIS. $CRWV is over leveraged lacks customer diversification and doesn't match $NBIS in engineering or technical expertise. It's more of a GPU rental shop to me though to be fair CoreWeave is working to change that"
X Link 2025-07-10T21:23Z [--] followers, [---] engagements
"I believe $NBIS could reach [---] MW of capacity by the end of next year potentially translating into up to $5 billion in ARR by December [----]. $nbis trading at 100$ next year looks realistic"
X Link 2025-07-10T23:22Z [--] followers, [----] engagements
"$NBIS isnt moving in sync with Nvidia right now likely dragged down by the overvalued debt-loaded mess that is $CRWV which is crashing hard. Frustrating to watch while Nvidia hits all time highs"
X Link 2025-07-11T15:19Z [--] followers, [---] engagements
"I see $vktx with 26% short interest on a stock that could 10X with strong data challenging the biggest drug in the world. Phase [--] results were excellent best in class. the stock is priced to fail. It doesn't take much brainpower to see the risk-reward here in a year or two"
X Link 2025-07-24T00:11Z [--] followers, [----] engagements
"DOJ investigating $UNH . we knew that for months and the stock price too Old news from may. Time to buy"
X Link 2025-07-24T12:54Z [--] followers, [---] engagements
"Nothing new here on $hims. For sure the lobby pharma is pressing hard. https://thehill.com/policy/healthcare/5344644-lawmakers-counterfeit-compounded-glp-1/ https://thehill.com/policy/healthcare/5344644-lawmakers-counterfeit-compounded-glp-1/"
X Link 2025-07-25T16:14Z [--] followers, [---] engagements
"$IBRX and $VKTX are two high-potential biotech stocks to watch right now in my opinion. Both are in Phase [--] trials Viking for obesity and ImmunityBio for lung cancer where Keytruda the worlds best-selling cancer drug currently dominates. Exciting months ahead. Stay tuned"
X Link 2025-07-25T19:34Z [--] followers, [----] engagements
"The EU/US trade deal clears up a lot of trade uncertainty for the Fed. That makes a Fed rate cut very soon maybe even by July 30th. This is very bullish for next week $SPY $NVDA. https://www.politico.eu/article/us-and-eu-strike-trade-deal/ https://www.politico.eu/article/us-and-eu-strike-trade-deal/"
X Link 2025-07-27T18:10Z [--] followers, [---] engagements
"$HIMS earnings coming soon. IMO here are [--] wildcards that could move the stock: 1) TRT or menopause treatment launch date (new high demand vertical) 2) Tirzepatide compound rollout (NOOM is now doing it will HIMS follow) 3) Lab test launch date (more personalized care)"
X Link 2025-07-28T18:48Z [--] followers, [---] engagements
"@CMDarnton Facts are $AMD will not close the gap with $NVDA. Why [--]. NVIDIA has almost all the capacity allocation from TSMC (tight supply) [--]. NVIDIA has a superior product with CUDA as software layer. Imagine buying a PC in the 90s without Windows thats what you get with AMD"
X Link 2025-07-28T23:53Z [--] followers, [---] engagements
"Adding shares feels like $UNH sandbagged the guidance and now that $UNH earnings are done.We can finally buy and focus on next year with fewer COVID-delayed procedures and stronger premium hikes kicking in. I won't be surprised if it turns green📗"
X Link 2025-07-29T11:33Z [--] followers, [---] engagements
"Whos selling $UNH at these levels wall street boys with a [--] month time horizon or cognitively impaired people😄. Either way the more it drops the more I buy"
X Link 2025-07-29T20:20Z [--] followers, [---] engagements
"$NBIS 🚀 AI cloud is so much more than what the old cloud used to be and thats exactly why Nebius can truly differentiate itself from the competition. new day new release in @nebiusaistudio our updated endpoint for DeepSeek is the fastest at the market https://t.co/lcmgfqxH4p https://t.co/ir333va8cM new day new release in @nebiusaistudio our updated endpoint for DeepSeek is the fastest at the market https://t.co/lcmgfqxH4p https://t.co/ir333va8cM"
X Link 2025-08-09T19:17Z [--] followers, [---] engagements
"Its quite amusing to hear so many people claim that SaaS companies like $MNDY or $NOW will collapse because of agentic AI. But who do you think will actually power agentic AI The very same companies with specialized AI models and human orchestration around them. OpenAI Claude and others are just simply going to open their APIs thats it. They become just another commodity for SaaS companies to build on top of. Agentic AI isnt some standalone magic it relies heavily on existing platforms and expertise to function effectively. It kind of reminds me of the DeepSeek moment and we all know how that"
X Link 2025-08-11T12:02Z [--] followers, [----] engagements
"$MNDY is one of the strongest plays on agentic AI. Solid earnings and trading at a [--] year low EV/Sales make this a clear buying opportunity. I expect the market to rotate back from AI infrastructure names to application driven AI leaders like $MNDY in the coming months. https://ir.monday.com/news-and-events/news-releases/news-details/2025/monday-com-Unveils-Platform-Wide-AI-Shift-The-Work-Execution-Era-Arrives/default.aspx https://ir.monday.com/news-and-events/news-releases/news-details/2025/monday-com-Unveils-Platform-Wide-AI-Shift-The-Work-Execution-Era-Arrives/default.aspx"
X Link 2025-08-11T14:26Z [--] followers, [----] engagements
"The overall treatment discontinuation rates were 21.9% (6 mg) 22.5% (12 mg) and 24.4% (36 mg) for $LLY orforglipron after [--] weeks. Pretty sure $VKTX can do better with slower titration in a [--] weeks study and also higher weight loss because VK2735 is a Dual agonist GLP-1 and GIP and orforglipron is only a GLP-1 receptor agonist"
X Link 2025-08-19T18:46Z [--] followers, [---] engagements
"Nothing about side effects discontinuation rates. Thats how transparent is the competition for phases [--] with rapid titration. Pretty sure that $VKTX is better tolerated per kilogram of weight loss compared to LIllys drug. https://investor.lilly.com/news-releases/news-release-details/lillys-phase-2-results-published-new-england-journal-medicine https://investor.lilly.com/news-releases/news-release-details/lillys-phase-2-results-published-new-england-journal-medicine"
X Link 2025-08-20T11:31Z [--] followers, [---] engagements
"$SRPT generated $220 million in free cash flow in Q2. With an additional $400 million in expected savings next year the company is going to generate substantial free cash flow in [----]. The valuation does not make any sense too cheap"
X Link 2025-08-25T17:44Z [--] followers, [---] engagements
"you guys want to know where $srpt will trade for the following months just follow the free cash flow [---] millions $ last quarter and more to come with the cuts announced for this year and next . it's all about sitting tight and enjoying the ride"
X Link 2025-08-25T18:03Z [--] followers, [----] engagements
"$SRPT H.C. Wainwright calls the debt refinancing a net negative and keeps a sell rating because the debt wasnt fully extended to [----]. Really I see it as a net positive. Id much rather have Sarepta use its cash or the $600M revolving credit facility to refinance its cheap [----] convertible bond than issue a 5% convertible debt today risking dilution with a very low conversion price since the stock trades at multi-year lows. Consensus is for $400M+ in free cash flow in [----]. Why would you issue convertibles now To me this shows Sarepta is thinking smart. H.C. Wainwright not so much."
X Link 2025-08-25T20:41Z [--] followers, [----] engagements
"@adamfeuerstein @MattB79569101 @commonsenseplay @Sanctuary_Bio $SRPT Elevidys is FDA approved and post-approval data confirmed it was the right call. For the record EMBARK succeeded on secondary endpoints. The primary endpoint set by the FDA was unrealistic given the short study timeframe"
X Link 2025-08-25T20:58Z [--] followers, [---] engagements
"I'm pretty sure I'm not the one shitposting right now. if this is the way you address people with different opinions than yours interesting. biological threshold for meaningful benefit in DMD is around 3% Elevidys is producing [--] to [--] higher levels than whats typically considered clinically relevant. but that's irrelevant for you I imagine. Regarding NSAA points well I m pretty sure it is the FDA who chose that exercice. $SRPT did include secondary endpoints like timed function tests and other functional measures but these were not considered primary by the FDA"
X Link 2025-08-25T21:39Z [--] followers, [---] engagements
"$VKTX s VK2735 nearly outperformed Lillys orforglipron in just [--] weeks at the [--] mg dose and with less vomiting constipation diarrhea and it is not finished. with less abdominal pain too All of this on a fast titration schedule for vikings phase [--]. Meanwhile Vikings is trading under $30 And yet some analysts still claim its not good enough. This is the best-in-class so far on efficacy and safety. I dont get it why the stock is only trading at 25$ it should go up big time"
X Link 2025-08-26T15:42Z [---] followers, [----] engagements
"$IBRX Crazy one more cancer added to the death list for ANKTIVA. Yet the stock must be the cheapest compared to its future prospects"
X Link 2025-08-26T15:52Z [---] followers, [---] engagements
"$IBRX D. Boral Capital analyst Jason Kolbert maintained a "Buy" rating for ImmunityBio (IBRX) with a price target of $24.00. No comments"
X Link 2025-09-03T13:54Z [---] followers, [---] engagements
"@commonsenseplay true $SRPT can easily 5X in a year just to return to fair value. I would not be surprised. The risk/reward is ridiculously biased in favour of big gains"
X Link 2025-09-04T10:18Z [---] followers, [---] engagements
"$BYRN such a gift this reversal. The stock is up for a monster run this quarter. Online sales are taking off according to management"
X Link 2025-09-05T10:46Z [---] followers, [---] engagements
"Time to pound the table on $IBRX Studies show that up to 5070% of patients with metastatic cancers experience significant lymphopenia at some point during treatment. ANKTIVAs potential revenue in the U.S. alone could be $510 billion annually for lymphopenia. There is no competing approved therapy which means the market is essentially untapped and any therapy that works could rapidly become standard of care. ANKTIVA has received RMAT designation and with its strong Phase 2/QUILT trial data the FDA may permit a smaller shorter Phase [--] potentially accelerating approval if prior efficacy is"
X Link 2025-09-10T14:15Z [---] followers, [----] engagements
"Analysts are on wait and see mode for $SRPT they prefer to wait to see the impact of the recent FDA faux pas before issuing a buy meanwhile I'm sure that parents of Duchenne kids will do the same I mean it s not like kids have few years to walk and a lifespan under [--] right Were talking about a lifesaving drug here not a trip to Disneyland let's be serious"
X Link 2025-09-10T14:36Z [---] followers, [---] engagements
"$IBRX In my opinion the strong relapse-prevention data in bladder cancer supports the idea that Anktiva could be beneficial across multiple cancers since it targets the immune system itself rather than the cancer directly. In an ideal world where we wouldnt need dozens of trials for each cancer type Anktiva should at least be given as a control or maintenance therapy. It boosts NK cell activity the very cells that patrol our body to detect abnormal or cancerous cells and alert the immune system. This is why I'm optimistic about foreign markets like EU or UK where doctors can easily prescribe"
X Link 2025-09-11T14:09Z [---] followers, [---] engagements
"Hard to believe that $VKTX is trading under $30. I think the market doesnt fully realize that there is also a big opportunity in diabetes (part of Phase [--] VANQUISH) where Lilly and Novo basically have a duopoly. Id estimate the U.S. diabetes GLP-1 market for overweight/obese patients at around $2527 billion based on [----] figures when obesity prescriptions were less of a factor. This reflects roughly 75% of the type [--] diabetes population who fall into the overweight/obese category. If Viking grabs 10% of that were talking about roughly $2.52.7 billion a year and thats only in the U.S. I think"
X Link 2025-09-18T09:14Z [---] followers, [----] engagements
"$VKTX Vikings's [--] mg oral pill superior to Novo's pill for side effects and efficacy on a fast titration Yet the stock collapsed after results and novo is up. Go figure"
X Link 2025-09-18T13:29Z [---] followers, [----] engagements
"When will the market wake up $VKTX is the only company besides Amgen with a Phase [--] subcutaneous obesity drug (besides the duo novo / Lilly). Early data show best-in-class efficacy and a cleaner safety profile yet the stock still trades near pre phase [--] levels. Huge disconnect between the science the value and the price. I expect interim data for phase [--] around January hopefully we wont have to wait that long to see much higher price"
X Link 2025-09-21T22:57Z [---] followers, [----] engagements
"$VKTX Its laughable to see some people criticizing the CEO for not selling the company at a bargain price. Some investors are here for a quick flip but thats not why Im invested in Vikings. Im here for the 510x potential and Im pretty sure the CEO shares that vision. If you dont have the nerves to hold through the volatility its probably better to sell. Viking is obviously a volatile stock like every company that has the potential to 10x in just a few years"
X Link 2025-09-23T20:14Z [---] followers, [----] engagements
"Because the CEO of $VKTX Brian Lian and the board knows the value of the company not here for quick bucks. Big pharmas are not going to pay 5X price is too high. And few companies can afford it Novo merck and lilly maybe roche or novartis can afford it I dont think pfizer can actually too much debt on the balance sheet. Other deals are not with a phase [--] asset and not the quality of VK2735 with also an oral asset. This is a rational decision the board estimates the company is worth [--] B + in [--] years when VK2735 is on the market why you would sell [--] B today and make [--] X It doesnt make sense"
X Link 2025-09-23T20:52Z [---] followers, [---] engagements
"I believe that $ALAB is still undervalued because the market underestimates the growth for the coming years. Everyone talks about custom chips from Broadcom $AVGO but the real winner here is Astera Labs. Heres why: hybrid AI data centers with a mix of custom ASICs and NVIDIA Blackwell GPUs require far more connectivity infrastructure than homogeneous GPU farms. The chips themselves get headlines but they need glue to talk efficiently across servers racks and memory systems and thats Asteras specialty. Scorpio Smart Fabric Switches: These handle high-bandwidth interconnects between"
X Link 2025-09-30T13:33Z [---] followers, [---] engagements
"@kendall00120583 Of course I agree. [--] % is the minimum legal requirement. But most of loans on the balance sheet are held-for-sale. Not the [--] % . Totally different from upstart"
X Link 2025-09-30T22:07Z [---] followers, [--] engagements
"There is a severe gas turbine shortage driven by surging AI data center demand. This makes $PSIX a no-brainer buy the company is poised for high margins and strong growth next year. Valuation is too cheap to ignore. https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply"
X Link 2025-10-06T14:39Z [---] followers, [---] engagements
"$TDMX Anyone beleive their excuse during the conf call regarding their weird organ seasonality. Like no car accidents last quarter Analysts were more than perplex so I am. Promises only bind those who believe them as the saying goes"
X Link 2024-11-27T16:10Z [---] followers, [----] engagements
"$SRPT And Prasad is back 😂. The guy unilaterally cancelled drugs plus the FDA was a Swiss cheese under his leadership. Really good for the industry. In over three decades Ive never seen the FDA been this engaged with investment reporters with these types of leaks without really engaging companies through appropriate channels McDonald said. https://www.biospace.com/fda/unprecedented-fda-leaks-sow-confusion-for-patients-sarepta-and-capricor https://www.biospace.com/fda/unprecedented-fda-leaks-sow-confusion-for-patients-sarepta-and-capricor"
X Link 2025-08-09T16:39Z [---] followers, [----] engagements
"$IBRX keeps adding new indications and the WM (Waldenstrom macroglobulinemia) data released today is impressive complete responses in tough heavily treated patients could add another $300M in peak sales. Curious to hear what you think about it. Anktivia could treat a multitude of cancers valuation does not make any sense. Also adding $TARS . Feels less risky than $DAWN valuation pretty close and could have more upside"
X Link 2025-08-13T13:40Z [---] followers, [---] engagements
"$SRPT should be up on the news as it basically de-risks the stock as an investment. The ambulatory programs will stay and non-ambulatory ones will most likely continue soon. Logically it can only go up from here given the low valuation. https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-therapeutics-announces-refinancing-approximately-700 https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-therapeutics-announces-refinancing-approximately-700"
X Link 2025-08-21T15:40Z [---] followers, [---] engagements
"$SRPT cash flow machine in the making 🐮 Trading [---] times FCF for next year And thats conservative since elevidys is not going anywhere and have a peak sales potential of [---] B $ for ambulatory alone. I dont often see market opportunities like that quite exciting Unlikely that $SRPT trades below [--] $ next year"
X Link 2025-08-26T14:18Z [---] followers, [----] engagements
"It is clear that Viking Therapeutics $VKTX currently has the best oral GLP-1 candidate clearly outperforming Lilly. Strangely Novo $NVO hasnt published any data on side effects or discontinuation for its [--] mg obesity pill. The only relevant information I found comes from a [----] study of oral semaglutide in diabetics. Keep in mind this was a 26-week study and diabetic patients are generally more tolerant of GLP-1 drugs making them more resilient to side effects. Even so the results were not good for Novo: discontinuation rates at [--] weeks / [--] mg were 26% For vikings on a [--] weeks study so"
X Link 2025-09-03T13:40Z [---] followers, [----] engagements
"@JonahLupton I also agree that $TDMX should be higher but my worry is that 2030% of liver transplants are caused by MASH I think the landscape change a bit now that Semaglutide and Madrigals Rezdiffra are in the market. Bullish but not hyper bullish"
X Link 2025-09-08T21:52Z [---] followers, [---] engagements
"Dont you think $PGY management would have lowered its forecast this 7th august after publishing Q2 results if July and August were really that bad The market is dumping $PGY like the baby with the bathwater. Yes Upstart might have some issues but this is a completely different company and business model. $PGY doesnt keep loans on its balance sheet it would only suffer if the business stops due to an economic crash not from a temporary rise in loan delinquency. Bottom line: just buy"
X Link 2025-09-30T13:44Z [---] followers, [----] engagements
"$PGY the more it falls the more I buy Low valuation with [--] rate cuts coming this year this feels like Christmas coming early. The slight pressure on consumer loans already seems in the rearview and thats more an $UPST problem since again Pagaya dont keep loans it transfers loans to investors and banks. just look at Google Trends. Honestly Id be surprised to see smart money selling here"
X Link 2025-09-30T16:50Z [---] followers, [---] engagements
"$PGY This was Fake news Deliquencies barely moved. This is business as usual. The stock can rebound to [--] $ pretty fast IMO"
X Link 2025-10-01T13:39Z [---] followers, [---] engagements
"Novo and Pfizer are battling over nearly $8 billion for $MTSR a simple GLP1 agonist or semaglutide [---] if you want . all of this based largely on the potential of monthly dosing in a hypothetical future study not yet started even though we all know that monthly doses tend to cause nasty side effects (large dose to last one month). Meanwhile $VKTX with VK2735 a dual agonist with far greater efficacy is valued at only $4 billion"
X Link 2025-10-30T14:01Z [---] followers, [--] engagements
"A touch of telenovela in the biotech world today: $PFE is calling $NVO bid on $MTSR reckless and accusing them of attempting to suppress competition in violation of the law"
X Link 2025-10-30T15:14Z [---] followers, [---] engagements
"@MEXC_Official Good but we want an audit. not a screenshot meanwhile my funds are still under review "
X Link 2025-11-03T06:56Z [---] followers, [---] engagements
"$SRPT post earnings. No exon-skipping PMO has fully succeeded on clinical functional endpoints in pivotal trials. For example Viltolarsen failed last year to meet its primary endpoint and it is still on the market. The FDA just ask a change of label most likely approval is based on surrogate endpoints (dystrophin increase). So the PMO business is here to stay"
X Link 2025-11-03T22:20Z [---] followers, [----] engagements
"Again a dumb move from the market on $SRPT. No exon-skipping PMO has ever fully succeeded on its primary endpoint. So it changes absolutely nothing because guess what The competing drug also failed to fully meet its endpoint one year ago. Still on the market just different label"
X Link 2025-11-03T22:33Z [---] followers, [----] engagements
"$HIMS looks like zepbound is next if a deal is done with novo since Lilly does not do business with compounders. This is bullish"
X Link 2025-11-03T22:43Z [---] followers, [---] engagements
"$SRPT back to a price earnings ratio near [--] for [----] (1600 M $ sales and [---] $ M profits) if the market opens - [--] %. Crazy"
X Link 2025-11-03T23:06Z [---] followers, [----] engagements
"$SRPT Investors and analysts have known for years that PMOs dont hit their clinical endpoints. Competitors (like Viltolarsen) also failed so Sarepta doesnt lose ground in the exon space. The FDA does not withdraw critical drugs from markets with unmet need it will stay like Viltolarsen with a new label. The exon program is more a bridge to the gene therapy era (elevidys) not a transformational driver. I'm adding to my position since not much has change except a minus [--] % for the share price clearly an overreaction"
X Link 2025-11-03T23:46Z [---] followers, [----] engagements
"$SRPT CEO: No risk for PMOs according to the conference call. That makes sense since the competing drug Viltolarsen is still on the market despite also failing its primary endpoint last year. Analyst : "Should we also be worried about the drug could be pulled off the market as a potential worst-case scenario" Doug Ingram CEO Sarepta: "I think the outcomes are couple-fold when we talk to the FDA. I really do not believe that theres a risk of losing marketing authorization. It would make very little sense given both the benefits weve seen with this therapy and considering this extraordinarily"
X Link 2025-11-04T09:16Z [---] followers, [---] engagements
"@Stocktwits A PR coup I hope . no serious person that understands AI thinks that $NVIDIA will trade lower in the coming two years but maybe I'm wrong. No offense but being right one time in [----] does not make you a market oracle"
X Link 2025-11-04T16:27Z [---] followers, [--] engagements
"$IREN' s [--] GW data center coming online next year🚀 I believe $IREN will sign a deal with open AI or any hyperscaler very soon for this giga AI factory. IREN is the cheapest AI cloud operator per MW Market cap / MW ratio close to [--] for [----] much cheaper than $CRWV and other so tons of upside ahead. The stock is undervalued analysts [----] sales forecasts are ridiculously low"
X Link 2025-11-05T08:59Z [---] followers, [---] engagements
"$SRPT next catalyst is coming soon according to management (conf call): the JP Morgan Healthcare Conference January [----]. The CEO will probably provide guidance on Elevidys sales for Q1 [----]. I expect a rebound since management was clear that the entire process to receive the Elevidys infusion insurance claims prediagnosis etc. takes [--] to [--] months so its perfectly logical to see flat sales in Q4. I expect a significant rebound in Q1 [----] and possibly an approval for non-ambulatory patients at the end of next year when management presents the study results to the FDA for the sirolimus protocol"
X Link 2025-11-05T09:16Z [---] followers, [----] engagements
"@richadcock @DrPatSoonShiong Good results today congratulations. I just hope $IBRX will soon hold earnings call at some point. Its honestly frustrating for us as investors were left completely guessing about whats next. Regular updates or even a brief Q&A session during earnings calls would go a long way in building transparency and confidence"
X Link 2025-11-05T11:36Z [---] followers, [---] engagements
"$IBRX still disappointing to see that there arent any earnings calls. Communication isn't great. I think as sharheholders we deserve more than that. our shares carry a discount for bad or lack of communication I'd rather say. I imagine that most of us agree on that"
X Link 2025-11-05T14:04Z [---] followers, [---] engagements
"$SRPT Slowly bouncing back. common sense has returned"
X Link 2025-11-05T14:41Z [---] followers, [---] engagements
"@matt_hiott Good news in January could put the stock on the highway toward recovery"
X Link 2025-11-05T14:55Z [---] followers, [--] engagements
"The rich and famous are already starting GLP-1 microdosing When the rest of us mere mortals. catch on $VKTX and $HIMS could see a lift. This may convince me to start microdosing Tirzepatide. What does this drug NOT do This may convince me to start microdosing Tirzepatide. What does this drug NOT do"
X Link 2025-11-05T15:14Z [---] followers, [---] engagements
"$FOUR excellent results with a $1 billion buyback nearly 17% of the float. Shorts brace yourselves this could hurt"
X Link 2025-11-06T13:04Z [---] followers, [---] engagements
"$IREN "J.P. Morgan raised its December [----] price target on Bitcoin miner-turned-AI factory IREN (Nasdaq: IREN) to $28 from $24" I bet again a CPA analyst who does not understand the difference between a GPU and a CPU"
X Link 2025-11-08T08:45Z [---] followers, [---] engagements
"$SRPT Its likely that at some point there will be a death among ambulatory Elevidys patients thats expected in in such large treated population. So far all reported fatalities have been in the non-ambulatory group. With roughly [----] ambulatory patients treated even a single death would correspond to 0.1% mortality which shouldnt be an issue for the FDA. Duchenne is a deadly disease so the benefit risk balance simply needs to remain favorable. Thats why Im optimistic about the non-ambulatory population as well the FDA would likely tolerate a higher mortality rate (up to 0.5%) in that group vs"
X Link 2025-11-08T09:01Z [---] followers, [---] engagements
"This could be huge for $IBRX Excitingly it appears that PDL1 levels do not affect the activity of NK cells in our lung cancer trial. Data submitted for publication. More soon Excitingly it appears that PDL1 levels do not affect the activity of NK cells in our lung cancer trial. Data submitted for publication. More soon"
X Link 2025-11-08T22:45Z [---] followers, [---] engagements
"$TSM TSMCs October growth slowdown is due to packaging constraints not weakening demand. CoWoS capacity remains limited but AI orders are strong. If only journalists did a bit more homework before declaring AI is slowing or fading. $NVDA https://www.techinasia.com/news/tsmc-revenue-growth-slows-in-october https://www.techinasia.com/news/tsmc-revenue-growth-slows-in-october"
X Link 2025-11-10T08:38Z [---] followers, [---] engagements
"$CRWV data center delays highlight why an AI cloud operator should control its own infrastructure. Thats also why Im long $IREN lower costs and reduced execution risk"
X Link 2025-11-11T15:42Z [---] followers, [---] engagements
"$MNDY slightly missed expectations for Q4 due to a strategic shift of marketing budget toward upmarket larger clients. Management noted during conference call that these marketing channels take longer to mature"
X Link 2025-11-11T16:03Z [---] followers, [--] engagements
"@yianisz Nebius uses a third party provider they dont control much sorry to disappoint you:/ Still great company"
X Link 2025-11-12T15:03Z [---] followers, [---] engagements
"How I prepare my portfolio for the coming compute famine: $NVDA The safest bet in AI infrastructure $ALAB AI connectivity leader with the highest gross margins in semiconductors. $IREN The most efficient and highest-margin AI cloud operator. $TSM The backbone of AI chip manufacturing ensuring you win no matter who leads"
X Link 2025-11-13T09:09Z [---] followers, [---] engagements
"@rreddi Very interesting but no way margins are near [--] % for $NBIS since they don't own their data centers. Coreweave has around [--] % margin (not adjusted). I think EBIDTA [--] to [--] % for Nebius"
X Link 2025-11-13T13:55Z [---] followers, [---] engagements
"$VKTX shareholders are waiting for the right price 💰 https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-ceo-signals-new-appetite-risk-obesity-deals-2025-11-12/ https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-ceo-signals-new-appetite-risk-obesity-deals-2025-11-12/"
X Link 2025-11-13T22:05Z [---] followers, [---] engagements
"$AMD is pushing hard into the UALink Consortium with Astera Labs $ALAB as a key promoter AMD is laser-focused on low-latency and giant memory with MI400/MI500 to beat $NVDA for AI training. UA Link although more expensive offers significantly lower latency compared with ESUN (broadcom). This is very positive for $ALAB"
X Link 2025-11-14T21:55Z [---] followers, [---] engagements
"@InvestorVideos Yes and data centers are magically 🪄 built by hyperscalers at the end of the term Everyone knows demand is far stronger than supply. Your theory only works if AI demand collapses but the exact opposite will happen next year A compute deficit is coming"
X Link 2025-11-24T17:42Z [---] followers, [--] engagements
"$IREN Im expecting a big hyperscaler deal next year especially once Sweetwater [--] goes live around mid-June. Sweetwater alone brings [---] GW online. Im sure management is looking for a major prepayment too probably bigger than the 20% Microsoft check. IREN could throw that money straight into GPUs and scale fast. With compute expected to be in a serious shortage by the end of next year this is the perfect moment to sign. IREN could end up generating way more revenue than the market is pricing in right now"
X Link 2025-11-24T18:36Z [---] followers, [---] engagements
"@MontanaMatos Agree $HIMS should redesign ZAVA to match the Hims look and feel. Right now ZAVA feels way too medical and clinical. Nobody wants that hospital vibe. Thats exactly why HIMS works so well: the UI and UX are friendly modern and approachable. ZAVA needs that same vibe"
X Link 2025-11-24T18:43Z [---] followers, [---] engagements
"2026 is the year of $HIMS So many catalysts lining up: Expansion into Canada and potentially Brazil Peptides launch coming Major ZAVA upgrade with a new UX and UI More lab testing options especially genetics Possible obesity pill launch with Novo Possible Glp-1 partnership with Lilly Big things ahead 💥"
X Link 2025-11-24T19:21Z [---] followers, [--] engagements
"2026 is the year of $HIMS So many catalysts lining up: Expansion into Canada and potentially Brazil Peptides launch coming Major ZAVA upgrade with a new UX and UI More lab testing options especially genetics Possible obesity pill launch with Novo Possible Glp-1 partnership with Lilly Big things ahead 💥"
X Link 2025-11-24T19:27Z [---] followers, [---] engagements
"When I see $NVDA down 5% today its a reminder of how little the market still understands AI technology AI supply chains and so on"
X Link 2025-11-25T15:53Z [---] followers, [--] engagements
"$FOUR has significant upside next year. The stock trades at multi-year low multiples and the share buyback alone represents roughly [--] percent of the market cap creating tremendous buying pressure. If $FOUR doesnt trade at least [--] to [--] percent higher next year it would be very surprising"
X Link 2025-11-25T17:32Z [---] followers, [---] engagements
"$IREN in my view this could be one of the most extreme cases of sandbagging Ive ever seen. IREN's $3.4B ARR guidance is a masterclass in lowballing Picture this: [----] is one of the hottest infrastructure crunches in history and IREN has [---] GW (scaling to [--] GW) of secured grid-connected power right now the scarcest asset in AI where hyperscalers like Microsoft are waiting [----] months in infinite queues just for electrons. A $9.7B 5-year AI cloud deal with Microsoft already locked in delivering $1.9B ARR from that alone (85% projected margins). By the way this would also represent the best"
X Link 2025-11-26T10:43Z [---] followers, [---] engagements
"@himshouse I see [--] % for $HIMS on fintel for short interest. Very bullish especially at low multiples like now"
X Link 2025-11-26T10:47Z [---] followers, [---] engagements
"What most of the market seems to miss about $NVDA is that its dominant moat for the next three years isnt just CUDA or superior hardware. Its chip allocation from TSMC $TSM. TSMC is fully booked for the next several years and NVIDIA controls roughly 70% of the available advanced-node capacity over that period. No competitor can manufacture leading-edge chips at TSMCs cost structure and even if $AVGO or $GOOG produced a breakthrough design they wouldnt have the production capacity to scale it. Thats the real constraint and NVIDIA effectively owns it"
X Link 2025-11-26T11:14Z [---] followers, [---] engagements
"$IREN $NBIS Ill repeat it again but the only real moat in AI cloud is physical infrastructure. This is nothing like classic cloud where enterprise software like SAP etc was built around AWS and created massive lock-in. In AI you can copy-paste workload and migrate easily. Its a completely different world TRUE INFRASTRUCTURE MOATS: cheapest electricity best cooling efficiency fastest networking (NVLink Infiniband) supply of NVIDIA GPUs high-density data center design proximity to power sources renewable energy contracts bare-metal performance"
X Link 2025-11-26T22:42Z [---] followers, [---] engagements
"I think there is a big misunderstanding here First $IREN and $CIFR have two different business models: one is a cloud provider the other one is a data center REIT. And thank God IREN is still in negotiations. The AI data center shortage is hitting next year you dont want to sell your capacity now you want to keep your powder dry. This in my opinion explains the very very conservative guidance for 2026"
X Link 2025-11-26T23:01Z [---] followers, [---] engagements
"$NBIS $CRWV $IREN For AI cloud Where is the real moat in your opinion SOFTWARE INFRASTRUCTURE SOFTWARE INFRASTRUCTURE"
X Link 2025-11-26T23:13Z [---] followers, [---] engagements
"@EndicottInvests haha this is actually a very important debate. when you think a little and you understand that there is no Software moat in AI cloud and the added value will be swallowed by app developpers like RUN ai OpenNebula etc. Long $IREN"
X Link 2025-11-26T23:46Z [---] followers, [---] engagements
"All this talk about $NVDA losing its moat comes from a misunderstanding of what AI actually does. Around 60% of real AI workloads today are multimodal or video and in those NVIDIA GPUs still have lower TCO than TPUs or any ASIC. TPUs or ASIC are much cheaper in pure text LLM workloads which make up about 40% of the AI market. multimodal and video the real future of AI GPUs remain the most efficient and cost-effective option"
X Link 2025-12-01T12:16Z [---] followers, [--] engagements
"All this talk about $NVDA losing its moat comes from a misunderstanding of what AI actually does. Around 60% of real AI workloads today are multimodal or video and in those NVIDIA GPUs still have lower TCO than TPUs or any ASIC. $GOOG TPUs or ASICs are much cheaper in pure text LLM workloads which make up about 40% of the AI market. multimodal and video the real future of AI GPUs remain the most efficient and cost-effective option"
X Link 2025-12-01T12:17Z [---] followers, [---] engagements
"$LLY disappointing phase [--] results for retatrutide are very good for $VKTX. Plus you add the combo injection/pill future is bright. https://investor.lilly.com/news-releases/news-release-details/lillys-triple-agonist-retatrutide-delivered-weight-loss-average https://investor.lilly.com/news-releases/news-release-details/lillys-triple-agonist-retatrutide-delivered-weight-loss-average"
X Link 2025-12-11T14:09Z [---] followers, [---] engagements
"Might be time for $LLY to consider buying $VKTX after the not so good results with retatrutide The combo injection/pill will naturally allow Vikings to take market share since it is the same molecule"
X Link 2025-12-11T14:18Z [---] followers, [----] engagements
"How come this company $FRMI has a market cap near $IREN. Mind-blowing mispricing. This is basically a project company almost no power secured. https://finance.yahoo.com/news/fermi-falls-51-ai-campus-141753560.html https://finance.yahoo.com/news/fermi-falls-51-ai-campus-141753560.html"
X Link 2025-12-12T17:54Z [---] followers, [---] engagements
"the arrival of H200 in China is extremely positive for $ALAB biggest winner after $NVDA. Chinese data centers are very hungry for retimers and switches because they run longer traces mix different GPU and CPU types and often rely on workaround board designs to get high speed links to work reliably. More complexity means more Astera chips per system"
X Link 2025-12-17T11:12Z [---] followers, [---] engagements
"Im wondering what $novo will do with CagriSema You basically have a drug as efficient as $lly tirzepatide but with almost twice as much nausea and vomiting It doesnt take a genius to see that it wont be a success. Smart choice is to buy $vktx here"
X Link 2025-12-17T16:41Z [---] followers, [----] engagements
"Christmas rally really"
X Link 2025-12-17T19:38Z [---] followers, [--] engagements
"$IREN Projected shortage of U.S. Data Center Capacity. (source: Goldman Sachs)"
X Link 2025-12-18T00:11Z [---] followers, [--] engagements
"$IREN Projected shortage of U.S. Data Center Capacity. (source: Goldman Sachs)"
X Link 2025-12-18T00:13Z [---] followers, [---] engagements
"@jiahanjimliu A bit unfair to $NBIS. all neoclouds are signing hyperscaler deals because it is the only way to get enough money to scale fast enough. That is said I totally agree with you. AI Cloud is a commodity and $IREN will reign supreme"
X Link 2025-12-18T10:42Z [---] followers, [---] engagements
"@amitisinvesting $ORCL said on the last earnings call that they are open to colocation deals which gives them a potential way out"
X Link 2025-12-18T10:58Z [---] followers, [--] engagements
"$LLY latest results have major implications for $VKTX. Viking should be the only player with a combination approach capable of maintaining weight loss since its pill is a dual agonist based on the same molecule as the shot unlike Eli Lillys orforglipron which is a single agonist. https://investor.lilly.com/news-releases/news-release-details/lillys-orforglipron-helped-people-maintain-weight-loss-after https://investor.lilly.com/news-releases/news-release-details/lillys-orforglipron-helped-people-maintain-weight-loss-after"
X Link 2025-12-18T13:55Z [---] followers, [----] engagements
"@jiahanjimliu Yes databricks is a SAAS business Capex light. AI cloud is actually similar to Crypto mining capex intensive. That's why I also like $IREN good track record"
X Link 2025-12-18T15:10Z [---] followers, [---] engagements
"If Lilly had used tirzepatide in an oral formulation the results would likely have been much better since it is a dual agonist and much potent. Meanwhile $VKTX s oral maintenance phase during phase [--] even in a small cohort was quite convincing at a low dose. Lets see how it plays out"
X Link 2025-12-18T17:17Z [---] followers, [---] engagements
"$VKTX trading at 0.4% of Eli Lillys market cap despite having a likely superior dual agonist compared with $LLY blockbuster tirzepatide. Even $GPCR trades higher. Pretty ridiculous if you ask me"
X Link 2025-12-18T20:45Z [---] followers, [----] engagements
"@JCanNuSH Im quite perplexed when it comes to retatrutide. It shows substantial side effects and may come with a label warning for arrhythmias. In Phase [--] its cardiac signals appeared significantly worse than tirzepatide. I see vk2735 landing [--] % WL"
X Link 2025-12-18T22:38Z [---] followers, [---] engagements
"$MRVL Guidance is strong: 25% in [----] 30% in [--]. Regarding the noise around XPUs & AWS the CEO clearly says he already has the bookings so the guidance is safe. Marvell trades below its average P/S sales. A clear divergence between price and value. https://www.youtube.com/watchv=vVoKPvJkV6g https://www.youtube.com/watchv=vVoKPvJkV6g"
X Link 2025-12-19T18:46Z [---] followers, [---] engagements
"@danroberts0101 Financial engineering now. The goal is probably a syndicated loan from JP morgan & other that can be paid back in under [--] years to cover the purchase of all the GPUs switches etc. For Sweetwater were talking $50+ billion with an IRR above 30% I think its doable. $IREN 🚀"
X Link 2025-12-20T09:50Z [---] followers, [---] engagements
"$IREN $NBIS I keep saying this AI cloud is a commodity. In that game lowest cost wins just like crypto mining. Vertically integrated clouds compound ownership. Asset-lite neo-clouds compound lease exposure. Every day the gap becomes more real. Vertically integrated clouds compound ownership. Asset-lite neo-clouds compound lease exposure. Every day the gap becomes more real"
X Link 2025-12-22T09:20Z [---] followers, [---] engagements
"Next year would be big for $IREN while other AI cloud operators scramble to buy land left and right for [--] years + projects. IREN is going to launch one of the biggest data centers in the world this April 100% owned. This is why Im invested. Not rocket science here having bookings is nice but if you cant deliver its nothing more than a fantasy. With $IREN you hold the asset everyone will be chasing in 2026: data center capacity"
X Link 2025-12-23T14:01Z [---] followers, [----] engagements
"I find the ongoing $IREN vs. $NBIS feud quite interesting. I personally think that $IREN investors understand AI cloud better. A lot of investors assume that AI cloud is similar to classic cloud which actually has a clear moat. In traditional cloud once a company builds its applications databases and workflows on a platform migrating data or rewriting code is very complex. There are also strict certifications so switching to another provider is hard. This lock-in creates a long-term advantage for incumbents. AI cloud has none of that. The software stack frameworks/runtime layer (PyTorch"
X Link 2025-12-23T17:53Z [---] followers, [---] engagements
"@zerohedge I think $NBIS being acquired next year is one of the dumbest predictions for M&A that Ive heard in a long time"
X Link 2025-12-23T18:12Z [---] followers, [---] engagements
"@danroberts0101 So far the useful lifespan of GPUs appears to be increasing with each new generation as compute gains seem constrained by cooling limits. $IREN"
X Link 2025-12-28T14:31Z [---] followers, [--] engagements
"$IREN reigns supreme today Is the market finally realizing this is the ultimate data center play owning the full infrastructure stack: land power and chips"
X Link 2026-01-05T20:34Z [---] followers, [---] engagements
"@Pharmdca $PDD could be a big winner if the ruling is against Trump"
X Link 2026-01-06T18:53Z [---] followers, [--] engagements
"$ALAB has higher gross margins than $NVDA and is growing revenue much faster yet it still gets little love from Wall Street"
X Link 2026-01-09T16:05Z [---] followers, [--] engagements
"One another solid reason to buy $IBRX is that future therapies based on engineered NK cells are way cheaper to produce than CAR-T. A full CAR-T treatment costs $700k$1M per patient it's custom often requires ICU stays due to toxicity. NK cells are off the shelf batch made and at scale can be roughly [--] cheaper or more. NK cells used to lack persistence. Anktiva (their IL-15 superagonist) fixes that giving durable killing power with no cytokine storm no ICU needed and repeatable dosing. Combo anktivia / engineered NK cells shows incredible early results in glioblastoma and could be a game"
X Link 2026-01-12T17:43Z [---] followers, [----] engagements
"$VKTX Im also very excited about the diabetes opportunity. VK2735 appears so far more potent with potentially fewer side effects while delivering better efficacy than tirzepatide. Since diabetes is a chronic condition and patients remain on therapy long term they will naturally gravitate toward the best-in-class drug. This is exactly why Mounjaro has been outperforming semaglutide in the diabetes market. https://twitter.com/i/web/status/2011463950362190045 https://twitter.com/i/web/status/2011463950362190045"
X Link 2026-01-14T15:42Z [---] followers, [----] engagements
"$IBRX is on an absolute tear Could $5 be next Still seeing 35% short interest as of today this could keep the rally going strong"
X Link 2026-01-15T20:11Z [---] followers, [---] engagements
"Its great to see the market finally recognising $IBRX and Anktiva value. Id expect the same with $VKTX soon Time to pound the table on $IBRX Studies show that up to 5070% of patients with metastatic cancers experience significant lymphopenia at some point during treatment. ANKTIVAs potential revenue in the U.S. alone could be $510 billion annually for lymphopenia. There is no Time to pound the table on $IBRX Studies show that up to 5070% of patients with metastatic cancers experience significant lymphopenia at some point during treatment. ANKTIVAs potential revenue in the U.S. alone could be"
X Link 2026-01-22T19:39Z [---] followers, [----] engagements
"@ItsSJTrades right now what we care about is the top line and any potential deals. the market is looking forward"
X Link 2026-01-23T00:30Z [---] followers, [----] engagements
"$ALAB and $MRVL should benefit from ongoing memory shortages as hyperscalers look for ways to use existing memory more efficiently. Adding Retimers can deliver [--] to [--] % memory savings at the system level. $ALAB is particularly well positioned"
X Link 2026-01-23T00:50Z [---] followers, [---] engagements
"$IREN Advancing earnings release by two weeks is usually a very bullish signal. Maybe a major deal coming"
X Link 2026-01-23T01:16Z [---] followers, [---] engagements
"@troutandchar Well have the answer very soon. The stock market is bipolar when it comes to biotech I wouldnt trust it. An asymetric opportunity here but just my opinion"
X Link 2026-01-23T13:02Z [---] followers, [---] engagements
"@MeadowCapital the maintenance study this year is actually a sort of [---] study. This will move $VKTX price by a lot. No need to wait 2028"
X Link 2026-01-23T13:04Z [---] followers, [---] engagements
"When you consider that this cancer was once an absolute death sentence its incredible how much progress can be made with NK cell and ANKTIVA combo. I can't wait to see if we can slay the monster that is pancreatic cancer and give patients more time. Very exiciting. $IBRX"
X Link 2026-01-23T13:19Z [---] followers, [--] engagements
"$IBRX short squeeze 🍋"
X Link 2026-01-26T11:58Z [---] followers, [---] engagements
"$UNH the proposal represents a preliminary rate notice with final rates typically announced in April after a period of industry feedback. Feedback won't be good. https://ng.investing.com/news/stock-market-news/cvs-health-unitedhealth-group-stocks-tumble-on-lower-medicare-rate-proposal-2306051 https://ng.investing.com/news/stock-market-news/cvs-health-unitedhealth-group-stocks-tumble-on-lower-medicare-rate-proposal-2306051"
X Link 2026-01-26T22:08Z [---] followers, [---] engagements
"$QSG is rebounding from a low around 8🚀 capitalizing on the Labubu $PMRTY craze"
X Link 2025-06-30T14:20Z [---] followers, [---] engagements
"@ResearchPulse1 @JCanNuSH For me the most surprising part is all this talk about monthly injections. We all know the side effects are likely to be significant because you need a very large dose for the drug to last an entire month. Thats why the recent deal between Pfizer and Metsera seems puzzling"
X Link 2025-12-18T17:39Z [---] followers, [---] engagements
"When you consider that this cancer was once an absolute death sentence its incredible how much progress can be made with NK cell and ANKTIVA combo. I can't wait to see if we can achieve meaningful survival gain in pancreatic cancer. Very exiciting. $IBRX"
X Link 2026-01-23T13:20Z [---] followers, [----] engagements
"$UNH History shows under trump that preliminary MA rates are a starting point but final rates often end up much higher after CMS reviews feedback"
X Link 2026-01-27T14:45Z [---] followers, [---] engagements
"I can easily see $UNH rebounding hard into April when the final rate is known. No chance CMS rates flat going into the midterms. That would be political suicide retirees rely heavily on MA. History shows the Advance Notice is a starting point. My bet is a final rate near 3%"
X Link 2026-01-27T18:01Z [---] followers, [---] engagements
"$HIMS maybe its time for @AndrewDudum to take a clear direction: either go all in on GLP-1 with tirzepatide and the Wegovy pill compound or stop GLP-1 compounding and strike a deal with Novo and Lilly. Right now were losing market share to RO and competitors"
X Link 2026-01-28T16:07Z [---] followers, [----] engagements
"$IREN and Amazon both announced earnings dates on Jan [--] and will both publish Feb [--]. I find it interesting since IREN usually reports mid-Feb. I Wont be surprised if $AMZN signs a [--] GW deal for Sweetwater"
X Link 2026-01-30T00:14Z [---] followers, [---] engagements
"The market underestimates the impact of H200 deployments in China on $ALAB. NVLink is banned forcing China into PCIe-based premium connectivity where Astera Labs is best positioned. H200 ramp could drive upside this year"
X Link 2026-01-05T17:57Z [---] followers, [---] engagements
"$ALAB Memory shortage is a tailwind for Astera Labs . Hyperscalers add more GPUs and attach external DDR5/CXL memory. That means more PCIe lanes retimers and switches per rack. In other words memory shortage = more hardware per deployment = higher revenue for Astera"
X Link 2026-01-06T17:17Z [---] followers, [---] engagements
"When you think that $VKTX has high odds to beat tirzepatide the best selling drug in the world in its maintenance study this year and is still trading for peanuts sitting near [--] weeks low. this is just mind blowing"
X Link 2026-01-22T19:31Z [---] followers, [----] engagements
"$SRPT ELEVIDYS has exceeded expectations proving the doubters wrong with robust and statistically long-term results. This should boost enrollment in the ambulatory population and help advance the non-ambulatory category with the new sirolimus protocol"
X Link 2026-01-26T13:39Z [---] followers, [----] engagements
"$SRPT Q&A Management: There is no doubt that these three-year data and what it means for the long-term benefits of this therapy over time is going to play a significant role in those communications (with medical centers) This will definitely help revenues for 2026"
X Link 2026-01-26T14:47Z [---] followers, [----] engagements
"$SRPT chart is looking pretty explosive. If it breaks the $24 resistance level the next major resistance sits around $37"
X Link 2026-01-26T14:53Z [---] followers, [---] engagements
"$NVO has to buy $VKTX. that's the only way to beat lilly and tirzepatide"
X Link 2026-02-03T18:51Z [---] followers, [----] engagements
"@bioinvestor24 $VKTX GLP-1 pills have heavy side effects. patients who dont tolerate pills will migrate to injections expanding the injectable market. Pills will be 1/3 of the market I think"
X Link 2026-02-03T21:42Z [---] followers, [---] engagements
"For Reta discontinuation for adverse events at the highest dose is 18.2% vs [---] % for tirza ( highest dose [--] mg). there are much more nausea or diarrhea and also something unusual for Glp1 at the highest dose dysesthesia. That is said it should be a commercial sucess and sell a lot but to beat tirza I think it will be hard. This is my humble opinion. https://twitter.com/i/web/status/2019019175155441808 https://twitter.com/i/web/status/2019019175155441808"
X Link 2026-02-04T12:04Z [---] followers, [---] engagements
"$VKTX going down while $LLY is up 9% is absurd. Vikings seems to have a better molecule than tirzepatide according to Phase [--] data. It is the only dual agonist currently in Phase [--]. We might have a deal in hand this year or early next year after Phase [--] data are published"
X Link 2026-02-04T18:35Z [---] followers, [----] engagements
"$HIMS IMO Wegovy pill compound is legal as long as they dont use SNAC. However absorption is at very best 40% of the Wegovy pill depending of the enhancer used. Therefore Hims will need to use more semaglutide but side effects are proportional to the absorbed dose in the blood so this is not too much of a problem just not so good for margin. https://twitter.com/i/web/status/2019445064838095358 https://twitter.com/i/web/status/2019445064838095358"
X Link 2026-02-05T16:16Z [---] followers, [--] engagements
"$HIMS this is very bullish if lipsomal delivery is used. Absorbtion is excellent and it makes compounding the pill legal. 🚨 BREAKING: IT WOULD APPEAR THAT $HIMS IS USING LIPSOMAL DELIVERY AS THE MECHANISM FOR ITS GLP-1 PILL https://t.co/HhifjlYYx0 🚨 BREAKING: IT WOULD APPEAR THAT $HIMS IS USING LIPSOMAL DELIVERY AS THE MECHANISM FOR ITS GLP-1 PILL https://t.co/HhifjlYYx0"
X Link 2026-02-05T17:23Z [---] followers, [---] engagements
"$IREN I keep coming back to the financing deal with JP Morgan and other: We secured $3.6bn of committed GPU financing for the Microsoft contract at under 6%. Thats a real game changer for future deals. It dramatically lowers the cost of capital and sets a precedent that enables even larger contracts at attractive terms. This opens the door to deals an order of magnitude bigger potentially tens of billions for Sweetwater [--]. On that alone the stock should be higher. https://twitter.com/i/web/status/2019710358097690919 https://twitter.com/i/web/status/2019710358097690919"
X Link 2026-02-06T09:50Z [---] followers, [---] engagements
"@TheLongInvest Yes $HIMS is following the law. I dont think theyll have any issues with the FDA or with a Novo lawsuit. That said many people are right the rules around compounding probably need to change"
X Link 2026-02-06T10:40Z [---] followers, [---] engagements
"@elonmusk @PTrubey Thanks for sharing your knowledge. Very insightful"
X Link 2026-02-06T10:45Z [---] followers, [--] engagements
"We can say anything we want about $Hims but the launch of the pill and all the polemics that followed perfectly fitting the ad narrative right before the Super Bowl is just brilliant marketing https://www.youtube.com/watchv=aZ7Z5LTJWHM https://www.youtube.com/watchv=aZ7Z5LTJWHM"
X Link 2026-02-06T11:31Z [---] followers, [---] engagements
"@himshouse $HIMS definitely ran some pharmacokinetic studies with Strive to measure absorption. Im not worried"
X Link 2026-02-06T11:38Z [---] followers, [----] engagements
"$VKTX Retatrutide has also cardiac side effects. Reta increases heart rate by +5 to +7 bpm on average the average patient doesn't want that. Thats not trivial especially since glucagon also activates the sympathetic nervous system so maybe more side effects. I think tolerability is bad at even [--] mg let's see"
X Link 2026-02-06T14:34Z [---] followers, [---] engagements
"@rn_flex @Doctor_Salomon @MBarker1970 @bioinvestor24 where did you see that there is nothing in the phase [--]. I have never seen a study on VK2735 increasing heart rate. Same with tirzepatide"
X Link 2026-02-06T16:05Z [---] followers, [--] engagements
"@StockTrader_Max Good question. Lets see if someone comes with an answer. $HIMS shareholders know U.S. law around compounding weve been in that boat for a little while"
X Link 2026-02-06T16:12Z [---] followers, [---] engagements
"$HIMS tested absorption theres no doubt they ran basic blood tests with their partner Strive to measure it. Its insane to think otherwise. This is a compounded drug so you cant expect five years of clinical research behind it. Thats literally against the very definition of a compound drug. https://twitter.com/i/web/status/2019826964828168320 https://twitter.com/i/web/status/2019826964828168320"
X Link 2026-02-06T17:34Z [---] followers, [---] engagements
"@Doctor_Salomon @bioinvestor24 I meant towards capital markets investors. If communication was good I doubt we were trading at only 3B $ when most of our competitors with inferior drugs I believe trade higher like GPCR"
X Link 2026-02-06T19:05Z [---] followers, [---] engagements
"Yes I agree but the premium paid by lets say Novo for buying $VKTX is based on the current market cap. Novos CEO will have more difficulty going back to his board and saying Well I paid 6x so it has an impact. I would like our CEO to speak more about why he thinks we have the best asset that we are undervalued etc https://twitter.com/i/web/status/2019853667243885050 https://twitter.com/i/web/status/2019853667243885050"
X Link 2026-02-06T19:20Z [---] followers, [---] engagements
"@NathanDC2480 I agree my take was its easier to get a bid 2x vs 4x vs current price so it has an impact on the price a company like novo is willing to pay some psychological factor here. But in a perfect and rational world sure its all based on future cash flows"
X Link 2026-02-07T11:50Z [---] followers, [--] engagements
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