#  @wz2013 GGZ🐌🐌🐌 GGZ🐌🐌🐌 posts on X about $crvs, $sofi, $ocul, $vktx the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::302951876/interactions)  - [--] Week [-----] +430% - [--] Month [---------] +309% - [--] Months [---------] +3,607% - [--] Year [---------] +4,534% ### Mentions: [--] [#](/creator/twitter::302951876/posts_active)  - [--] Month [--] +42% - [--] Months [--] +16% - [--] Year [---] +100% ### Followers: [---] [#](/creator/twitter::302951876/followers)  - [--] Week [---] +1.40% - [--] Month [---] +4.90% - [--] Months [---] +11% - [--] Year [---] +30% ### CreatorRank: [---------] [#](/creator/twitter::302951876/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [countries](/list/countries) [travel destinations](/list/travel-destinations) [nfts](/list/nfts) [celebrities](/list/celebrities) [social networks](/list/social-networks) **Social topic influence** [$crvs](/topic/$crvs), [$sofi](/topic/$sofi), [$ocul](/topic/$ocul) #15, [$vktx](/topic/$vktx), [$abvx](/topic/$abvx), [bid](/topic/bid), [whats the](/topic/whats-the), [$hood](/topic/$hood), [$nktr](/topic/$nktr), [release](/topic/release) **Top accounts mentioned or mentioned by** [@datadinvesting](/creator/undefined) [@pharmdca](/creator/undefined) [@semodough](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@jfais20](/creator/undefined) [@biovalues](/creator/undefined) [@jayabacus](/creator/undefined) [@kylewhitegoat](/creator/undefined) [@kawcak20](/creator/undefined) [@tjthewheeldeal](/creator/undefined) [@pawcio2009](/creator/undefined) [@amitisinvesting](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@ramahluwalia](/creator/undefined) [@grok](/creator/undefined) [@harveyspectrade](/creator/undefined) [@dirtygreenpaper](/creator/undefined) [@devoteddividend](/creator/undefined) [@cperruna](/creator/undefined) [@mak1234509](/creator/undefined) **Top assets mentioned** [RAI Finance (SOFI)](/topic/$sofi) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Abivax SA (ABVX)](/topic/$abvx) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [UnitedHealth Group (UNH)](/topic/$unh) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Eli Lilly and Company (LLY)](/topic/$lly) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [PepGen Inc. (PEPG)](/topic/$pepg) [Born in [--] (19)](/topic/$19) [Tesla, Inc. (TSLA)](/topic/tesla) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [GameStop, Corp. (GME)](/topic/$gme) [BioAtla, Inc. (BCAB)](/topic/$bcab) ### Top Social Posts Top posts by engagements in the last [--] hours "@Besni121 @playactionfake7 @ZFTRADING $spaq.ws is overvalued and $fmciw is undervalued. So you buy both regardless" [X Link](https://x.com/wz2013/status/1302320626196074497) 2020-09-05T19:00Z [---] followers, [--] engagements "@Pharmdca Do you know the warrant terms $HJLIW" [X Link](https://x.com/wz2013/status/1338509347945553928) 2020-12-14T15:41Z [---] followers, [--] engagements "@Gualdjouma Do you know the warrant terms Have you actually exercised it $HJLIW" [X Link](https://x.com/wz2013/status/1338962300535902209) 2020-12-15T21:41Z [---] followers, [--] engagements "@JD4for4 No you won't get 500% as warrants will be called back" [X Link](https://x.com/wz2013/status/1357382154091565056) 2021-02-04T17:34Z [---] followers, [--] engagements "@HarveySpecTrade @D_Moderna This is a bizarre situation. I'd like to short $BRPA and long $BRPAR. But there is no shares to short. How do you play this I think upon merger there will be a huge take down" [X Link](https://x.com/wz2013/status/1357433303742124034) 2021-02-04T20:58Z [---] followers, [--] engagements "@Pharmdca When is the ticker change $fsdc" [X Link](https://x.com/wz2013/status/1357699286557880325) 2021-02-05T14:35Z [---] followers, [--] engagements "@satorimind Looks like warrant is undervalued right $NBAC" [X Link](https://x.com/wz2013/status/1374074335485259780) 2021-03-22T19:03Z [---] followers, [--] engagements "@HarveySpecTrade None of my brokers allow me to short" [X Link](https://x.com/wz2013/status/1395441755562987521) 2021-05-20T18:10Z [---] followers, [--] engagements "@HarveySpecTrade What date will the symbol change" [X Link](https://x.com/wz2013/status/1396946828021567489) 2021-05-24T21:50Z [---] followers, [--] engagements "@Bios_n_Techs @Pharmdca But these [--] are not the reason for the hold to begin with. These [--] cases have nothing on skin tumors in a mouse model study which caused the hold. $PGTX" [X Link](https://x.com/wz2013/status/1439010280407662593) 2021-09-17T23:36Z [---] followers, [--] engagements "@KyleWhiteGOAT if we assume only 20% will have direct deposit at $sofi(50% currently) and each put net deposit of $1000 each month then each quarter they will have new deposits around $5.7 billion. Staggering" [X Link](https://x.com/wz2013/status/1662958828298858496) 2023-05-28T23:07Z [---] followers, [---] engagements "$SOFI Raised their savings interest rate to 4.3%. This surprised me. However on second thought I think they did this ahead of Fed rate decision next week. I bet they believe Fed will not pause and will raise rate at a minimum by [--] bps" [X Link](https://x.com/wz2013/status/1667939526365581313) 2023-06-11T16:59Z [---] followers, [---] engagements "@w_biltmore85 I was able to get half of my IPO allocation on $sofi" [X Link](https://x.com/wz2013/status/1702554898456559822) 2023-09-15T05:28Z [---] followers, [--] engagements "@siyul So how are you positioned based on your view Straight short Puts Put spreads $sofi" [X Link](https://x.com/wz2013/status/1726308648761405745) 2023-11-19T18:37Z [---] followers, [---] engagements "@DataDInvesting Agreed. As a matter of fact folks should just buy leaps in $sofi and check back in [--] months" [X Link](https://x.com/wz2013/status/1737879657851257169) 2023-12-21T16:56Z [---] followers, [---] engagements "@DataDInvesting Thats a cheap shot from a bucket shop and is likely part of a coordinated attack on $sofi during the quiet period when management cant respond in any way such as open market buys. There is [--] merit in the report. Its FUD by definition. But if you know you know. #loadingZone" [X Link](https://x.com/anyuser/status/1743020832308527355) 2024-01-04T21:25Z [--] followers, [---] engagements "@KyleWhiteGOAT I also think they will sell a significant amount of loans and record a huge GOS as the demand for their vintage loan ramps up. $sofi" [X Link](https://x.com/wz2013/status/1743807296600494497) 2024-01-07T01:30Z [---] followers, [---] engagements "@DataDInvesting 1/29 will be lit and I think Noto and company have major surprises in store for us. Note GAAP profit is not a surprise but everything else will be. $sofi" [X Link](https://x.com/wz2013/status/1744530468652093576) 2024-01-09T01:24Z [---] followers, [---] engagements "@DataDInvesting This layoff is fat trimming and many tech companies are doing it now(Amazon just had another one). $sofi" [X Link](https://x.com/wz2013/status/1745178444185653429) 2024-01-10T20:18Z [---] followers, [---] engagements "@ramahluwalia @ramahluwalia You are on X and you are media savvy. I hope you will NOT dodge hard questions. My questions to you: What's your position size on your short of $SOFI at $8.5 Do you have any hedge in place Do you intend to hold your short thru the earnings on 1/29 TIA" [X Link](https://x.com/wz2013/status/1746312564143980877) 2024-01-13T23:25Z [---] followers, [---] engagements "@Kawcak20 Thats a high conviction trade. GLTY. $sofi" [X Link](https://x.com/wz2013/status/1748074676436210069) 2024-01-18T20:07Z [---] followers, [---] engagements "@ianboydsnr @ramahluwalia Thats the right question and the OP will not answer. Those banks used CECL and not fair value used by $sofi. Fair value is more stringent" [X Link](https://x.com/wz2013/status/1749258685506003033) 2024-01-22T02:32Z [---] followers, [---] engagements "@ianboydsnr @ramahluwalia $sofi the fair value is backed by 3rd party and demonstrated periodically by Sofi selling loans at or above the indicated fair value. So there is a lot more transparency than CECL" [X Link](https://x.com/wz2013/status/1749444363758002577) 2024-01-22T14:50Z [---] followers, [---] engagements "@DataDInvesting Listening compression is not that analysts strong suit. lol. $sofi" [X Link](https://x.com/wz2013/status/1751823493891846379) 2024-01-29T04:24Z [---] followers, [---] engagements "@DataDInvesting So looks like the share count went up to cause them to have a higher Gaap income but smaller EPS. $sofi" [X Link](https://x.com/wz2013/status/1752042818187719025) 2024-01-29T18:55Z [---] followers, [--] engagements "@BioValues Why the big slide when n price today $srzn" [X Link](https://x.com/wz2013/status/1760771253013782694) 2024-02-22T20:59Z [---] followers, [---] engagements "@JohannesIsakss3 @techfund1 no one in their sane mind will run databricks on top of snowflake. If they choose databricks they have many options to store data. You mentioned S3 but i also have seen many start to use Powerflex architecture" [X Link](https://x.com/wz2013/status/1764382226995962295) 2024-03-03T20:07Z [---] followers, [---] engagements "@Gantosj If they had more than [--] PRs we would never see such low market cap. Given the delay in hitting the [--] events(a huge plus) I think the only way P2b fails is if placebo outperforms for some strange reason. $eftr" [X Link](https://x.com/wz2013/status/1772068435037491305) 2024-03-25T01:10Z [---] followers, [----] engagements "@TJTheWheelDeal You might sell for a lot more premium if you wait for the ER which is 7/29. $sofi. The interest savings from their recent financial maneuvers will show up in this q" [X Link](https://x.com/wz2013/status/1805349639463580096) 2024-06-24T21:17Z [---] followers, [---] engagements "@DataDInvesting Whats your take on the lower deposit from Q2 $sofi" [X Link](https://x.com/wz2013/status/1819506753366851686) 2024-08-02T22:53Z [---] followers, [---] engagements "@dirtygreenpaper Because the EV landscape has significantly changed and $nio can no longer compete in its market segment" [X Link](https://x.com/wz2013/status/1825306421317325243) 2024-08-18T22:58Z [---] followers, [---] engagements "@dirtygreenpaper BYD Tesla zeekr and several others and pretty soon you will also see xiaomi huawei showing up in the chart" [X Link](https://x.com/wz2013/status/1825340285519560961) 2024-08-19T01:13Z [---] followers, [---] engagements "@dirtygreenpaper Yes I expected that. Its not something pleasing to any $nio bulls. But its the truth on the ground" [X Link](https://x.com/wz2013/status/1825341392253775955) 2024-08-19T01:17Z [---] followers, [---] engagements "@TJTheWheelDeal Good odds you will make 10x on these. $sofi" [X Link](https://x.com/wz2013/status/1826629511045415256) 2024-08-22T14:36Z [---] followers, [---] engagements "@DataDInvesting When do you ever see retail investors win big $gme is an exception" [X Link](https://x.com/wz2013/status/1829531497961062898) 2024-08-30T14:47Z [---] followers, [---] engagements "@bio_2024 Thanks bud. This is not a trade for me. I plan to build a large position in this. They have proven they have the AI chops in reducing cost consistently and in the Medicare space. Its a 5x in the next couple years if they keep the momentum" [X Link](https://x.com/wz2013/status/1829964536566501838) 2024-08-31T19:28Z [---] followers, [--] engagements "@KyleWhiteGOAT Are you seriously saying $sofi will touch $14 in sept lol" [X Link](https://x.com/wz2013/status/1829974178415722597) 2024-08-31T20:06Z [---] followers, [---] engagements "@Stevo_12 Been on the waitlist for [--] months with a near perfect credit score. They keep asking me to do referrals. My guess The cost of that gold card is high to them(3% points etc) and they cant afford to give to most people" [X Link](https://x.com/wz2013/status/1830668046576558417) 2024-09-02T18:04Z [---] followers, [---] engagements "Thats a quickly 20% with the AH spike on the Iowa purchase news. This is what AI adoption in healthcare looks like: fast adoption yields fast cost savings and improved QoL for patients. $clov will get re-rated like a SaaS and a AI play in the next 6-12 months" [X Link](https://x.com/wz2013/status/1831095916448874756) 2024-09-03T22:24Z [---] followers, [---] engagements "@optionscjp [--] ema just crossed under [--] more downward movement likely next week. $16 in the next week or so and then big reversal just before the rate cut. $hood" [X Link](https://x.com/wz2013/status/1832533700107768019) 2024-09-07T21:37Z [---] followers, [--] engagements "@DevotedDividend Its paying less than 4%. You can get risk-free interest of 5% in a savings account. So why in the rush to get more especially when you know market is not done dumping yet" [X Link](https://x.com/wz2013/status/1832816417944805431) 2024-09-08T16:21Z [---] followers, [---] engagements "@forexflunky @DevotedDividend exactly makes sense when $schd is at $40-50. Now is not the time to get aggressive" [X Link](https://x.com/wz2013/status/1832831543431324064) 2024-09-08T17:21Z [---] followers, [---] engagements "@DevotedDividend @forexflunky given your time horizon the market volatility doesnt matter as much. good for you" [X Link](https://x.com/wz2013/status/1832833239234576892) 2024-09-08T17:27Z [---] followers, [--] engagements "@1M_Dollars_Road Will be tough if you are not making 6-figure at [--]. Maybe your RSU can triple soon You either need to find a way to significantly boost your comp or start a side hustle" [X Link](https://x.com/wz2013/status/1834968429713047964) 2024-09-14T14:52Z [---] followers, [--] engagements "@Kawcak20 Did you scale back I remember you had a 3mil position in $sofi" [X Link](https://x.com/wz2013/status/1835751860051104178) 2024-09-16T18:45Z [---] followers, [---] engagements "@Kawcak20 gotcha. you were an inspiration. we are going back to $11 soon enough. $sofi" [X Link](https://x.com/wz2013/status/1835761811066662930) 2024-09-16T19:24Z [---] followers, [---] engagements "@amitisinvesting The size needs be multiplied by [---] to get to the share count. So its actually [---] million shares . $pltr" [X Link](https://x.com/wz2013/status/1835809196333498877) 2024-09-16T22:33Z [---] followers, [---] engagements "@DataDInvesting Some stubborn shorts will actually issue downgrade in Oct during quiet time and company cant refute. watch it. $sofi" [X Link](https://x.com/wz2013/status/1836769830747476346) 2024-09-19T14:10Z [---] followers, [---] engagements "@Stevo_12 Did you have portfolio margin account with Schwab I do and thats why i split my account between robinhood and schwab. Portfolio margin allows me to have much less collaterals sometimes 50% less than hood. To me thats worth the [--] cents i pay them on options $1" [X Link](https://x.com/wz2013/status/1841225270533243386) 2024-10-01T21:14Z [---] followers, [---] engagements "@Kross_Roads As i said you will get $16 in Oct. $hims" [X Link](https://x.com/wz2013/status/1841668582297813275) 2024-10-03T02:36Z [---] followers, [----] engagements "$clov Clover Assistant is paying dividend big time. CMS star rating increase is a bigger deal than most think particularly when big boys are faltering. We will potentially hear the next CA sales in the earnings call which will add more fuel to fire" [X Link](https://x.com/wz2013/status/1841923530876928049) 2024-10-03T19:29Z [---] followers, [---] engagements "@cantonmeow $sofi has typically seen weak actions 1-3 weeks before quarterly earnings caused by so called analyst reports. The company cant rebut due to quiet period. If it can stay flat around the current level of low to mid 8s it will be a huge win going into the earnings on 10/29" [X Link](https://x.com/wz2013/status/1842971448207675461) 2024-10-06T16:53Z [---] followers, [---] engagements "@DataDInvesting @cperruna I go big when company is doing better while the stock sentiment stays in the gutter. $sofis days will come and I have plenty of patience. Chriss post proves the sentiment is still very negative which is a positive to me" [X Link](https://x.com/wz2013/status/1842990652491173895) 2024-10-06T18:09Z [---] followers, [---] engagements "@BrianTycangco No bubble until Shanghai index reaches 4000" [X Link](https://x.com/wz2013/status/1843387181253247204) 2024-10-07T20:25Z [---] followers, [--] engagements "@ramahluwalia @DataDInvesting Why would you listen to an analyst whose name literally means baloney Asking for a friend. $sofi" [X Link](https://x.com/wz2013/status/1843474033888903613) 2024-10-08T02:10Z [---] followers, [---] engagements "@cantonmeow Exhibit #1 $sofi @DataDInvesting This report is chock full of data. It says SoFis numbers dont make any sense I agree https://t.co/XkoIvQeKx6 @DataDInvesting This report is chock full of data. It says SoFis numbers dont make any sense I agree https://t.co/XkoIvQeKx6" [X Link](https://x.com/wz2013/status/1843474801853378840) 2024-10-08T02:13Z [---] followers, [---] engagements "@amitisinvesting Why are you ignoring the Shanghai Index Or did you not know China has [--] more stock exchanges in mainland" [X Link](https://x.com/wz2013/status/1843498383799136483) 2024-10-08T03:47Z [---] followers, [---] engagements "@DataDInvesting And for the first time in a long time $sofi brushed off this negative piece by inching up. Bodes well for 10/29" [X Link](https://x.com/wz2013/status/1843664691337560277) 2024-10-08T14:48Z [---] followers, [---] engagements "@KyleWhiteGOAT Squeeze implies he has a short position in $sofi. In reality he is too poor to afford one. lol" [X Link](https://x.com/wz2013/status/1843763609698218177) 2024-10-08T21:21Z [---] followers, [---] engagements "@Kawcak20 If we go into the earnings around mid 9s I think there is a decent chance to touch $11 after the earnings. $sofi" [X Link](https://x.com/wz2013/status/1844824171370688799) 2024-10-11T19:35Z [---] followers, [---] engagements "@DataDInvesting There are [---] million shares to be exercised at $9. This adds fuel to next weeks opening trade. $sofi" [X Link](https://x.com/wz2013/status/1844838937594085438) 2024-10-11T20:34Z [---] followers, [---] engagements "@mak1234509 @StockSavvyShay Databricks is already beating $snow. Many enterprises already switched from snow to Databricks in the last [--] months. The same workload costs half" [X Link](https://x.com/wz2013/status/1845139679148175687) 2024-10-12T16:29Z [---] followers, [---] engagements "@scottpatrickQ @mak1234509 @StockSavvyShay On the contrary plenty have" [X Link](https://x.com/wz2013/status/1845238196717879324) 2024-10-12T23:00Z [---] followers, [--] engagements "@scottpatrickQ @mak1234509 @StockSavvyShay Most dont advise that as that shows poor management judgement. Zillow is a prime example. Many examples if you are in the field. Here is a public post: https://whatifmediagroup.com/reducing-our-data-infrastructure-costs-by-76-by-migrating-from-snowflake-to-databricks/ https://whatifmediagroup.com/reducing-our-data-infrastructure-costs-by-76-by-migrating-from-snowflake-to-databricks/" [X Link](https://x.com/wz2013/status/1845299240081424898) 2024-10-13T03:03Z [---] followers, [---] engagements "@HOThomasWPhelps So $crvs SQL just does it more upstream. Thats the SQL edge and why it will replace so many other therapeutics" [X Link](https://x.com/wz2013/status/1845518405832790112) 2024-10-13T17:34Z [---] followers, [---] engagements "@StockSavvyShay $sofi" [X Link](https://x.com/wz2013/status/1845561232558084315) 2024-10-13T20:24Z [---] followers, [---] engagements "$sofi mojo is back. MMS are unable to ping this at $10 and someone is sending a signal to let it close at $10.18 on opex Friday 10/18. I think we will see a major rerating event after the Q3 earnings" [X Link](https://x.com/wz2013/status/1847381999620866363) 2024-10-18T20:59Z [---] followers, [---] engagements "@TJTheWheelDeal Here is a hidden gem Im sharing. More than 10% ROI much better than all other suggestions you will see in the replies. $crvs" [X Link](https://x.com/wz2013/status/1847664898609992063) 2024-10-19T15:43Z [---] followers, [----] engagements "@DeepNightLabs Yes great points all around except that [--] engineers will cost about $10-$15 Million all-in including RSUs" [X Link](https://x.com/wz2013/status/1847683723216699727) 2024-10-19T16:58Z [---] followers, [----] engagements "@sachinvats Very astute observation indeed. In addition $sofi simply shrugged off the negative analysts low price targets from Compass and KBW. A stark change from the previous quarters. The character of this stock just completely changed for the better" [X Link](https://x.com/wz2013/status/1847742989302706218) 2024-10-19T20:53Z [---] followers, [---] engagements "@DataDInvesting Whales are starting to believe managements guidance than the BS from the Wall Street analysts. $sofi" [X Link](https://x.com/wz2013/status/1848424926761369966) 2024-10-21T18:03Z [---] followers, [---] engagements "@jfais20 selling a OTM call is not much of a hedge just saying. $tmdx" [X Link](https://x.com/wz2013/status/1849095758869672367) 2024-10-23T14:29Z [---] followers, [---] engagements "@JonahLupton Are you adding in recent weakness $tmdx" [X Link](https://x.com/wz2013/status/1849100360188826044) 2024-10-23T14:47Z [---] followers, [---] engagements "@DataDInvesting Many 52-wk highs to come before the year end. $sofi" [X Link](https://x.com/wz2013/status/1849817320094564677) 2024-10-25T14:16Z [---] followers, [---] engagements "@cperruna Did you go long so not to stay wrong $sofi" [X Link](https://x.com/wz2013/status/1849869350704181617) 2024-10-25T17:43Z [---] followers, [---] engagements "@Kawcak20 Good call I sold [---] $12 calls against my large leap positions. $sofi" [X Link](https://x.com/wz2013/status/1851012409890369993) 2024-10-28T21:25Z [---] followers, [---] engagements "@Flobert77324715 Do you have other stock positions $sofi" [X Link](https://x.com/wz2013/status/1852071421335474539) 2024-10-31T19:33Z [---] followers, [---] engagements "@Flobert77324715 Nice. care to share your other stocks thats similar sized to $sofi" [X Link](https://x.com/wz2013/status/1852075255902384570) 2024-10-31T19:48Z [---] followers, [---] engagements "@Pharmdca Well in practical sense though $vktx s MASH will probably be too late to market. We are talking about at least [--] years from today. should not be a strategic focus for them now" [X Link](https://x.com/wz2013/status/1852097411038273628) 2024-10-31T21:16Z [---] followers, [---] engagements "@DataDInvesting The force is too strong with $sofi and MMs couldnt pin it like they used to. Close to [--] million shares will be exercised at $11 and adding fuel to the opening trade on Monday" [X Link](https://x.com/wz2013/status/1852473777629901250) 2024-11-01T22:12Z [---] followers, [---] engagements "@StockTrader_Max 60% rise in [--] weeks You can draw those squiggly lines to fit what you expect but that has less than 5% chance of happening. $clsk" [X Link](https://x.com/wz2013/status/1852755301600297418) 2024-11-02T16:51Z [---] followers, [---] engagements "$vktx closing price on Monday 11/4: The last raise was $85 $70 between $70 and $75 = $80 between $75 and $80 $70 between $70 and $75 = $80 between $75 and $80" [X Link](https://x.com/wz2013/status/1852757399926628671) 2024-11-02T16:59Z [---] followers, [----] engagements "@amitisinvesting Take a look at crypto miners and the premium there is insane compared to $rklb. check out $clsk" [X Link](https://x.com/wz2013/status/1852765067206644009) 2024-11-02T17:29Z [---] followers, [---] engagements "Looks most are expecting $80 or more. $vktx" [X Link](https://x.com/wz2013/status/1853170355701195170) 2024-11-03T20:20Z [---] followers, [----] engagements "$vktx $88 now" [X Link](https://x.com/wz2013/status/1853254067084239104) 2024-11-04T01:52Z [---] followers, [---] engagements "@DataDInvesting Fed will lower the rate again this week and adding tailwind to $sofi" [X Link](https://x.com/wz2013/status/1853516286434979962) 2024-11-04T19:14Z [---] followers, [---] engagements "@haodongvli You still think they are in late stage talks $vktx" [X Link](https://x.com/wz2013/status/1854619687860289888) 2024-11-07T20:19Z [---] followers, [---] engagements "$clsk anyone know how expiring options will settle today i sold a ton of calls and puts" [X Link](https://x.com/wz2013/status/1854980368535081019) 2024-11-08T20:12Z [---] followers, [---] engagements "@Kawcak20 So happy for you. More to come. $sofi" [X Link](https://x.com/wz2013/status/1855014086045786378) 2024-11-08T22:26Z [---] followers, [---] engagements "@ej23ny But $crvs can dump at market price and fill their coffer. The fact they didnt do that is the point. It shows confidence the stock is going much higher" [X Link](https://x.com/wz2013/status/1856845742251577458) 2024-11-13T23:44Z [---] followers, [---] engagements "@kylewhitegoat in what time frame next year $sofi" [X Link](https://x.com/wz2013/status/1856862628087472233) 2024-11-14T00:52Z [---] followers, [----] engagements "@PharmDabbler @Pharmdca If they do go it alone it will be very bearish. We will probably see a 30% haircut on the news. $vktx" [X Link](https://x.com/wz2013/status/1857142828322714034) 2024-11-14T19:25Z [---] followers, [---] engagements "@StockTrader_Max So the entire gap up since the unhealthy has been wiped. While i understand $clsk should track bitcoin price however they are not showing any GAAP profit even with higher revenue. It seems their higher revenue is at the expenses of ever increasing capital raise" [X Link](https://x.com/wz2013/status/1857460958907740364) 2024-11-15T16:29Z [---] followers, [---] engagements "@HOThomasWPhelps Thanks. That makes a lot of sense. The huge volume in options started about [--] mins ago with price ramping up 5%. $crvs" [X Link](https://x.com/wz2013/status/1859649044332839114) 2024-11-21T17:24Z [---] followers, [---] engagements "@StockTrader_Max Is this sarcasm or did you actually capitulate on $clsk Hard to tell" [X Link](https://x.com/wz2013/status/1866894458161336560) 2024-12-11T17:14Z [---] followers, [----] engagements "@Pharmdca Also the price jumped 13% in AH. Waking up and do a conference at 5am with a slide deck Yeah thats mighty bullish. $crvs" [X Link](https://x.com/wz2013/status/1869130887511834811) 2024-12-17T21:21Z [---] followers, [---] engagements "@DataDInvesting @TJTheWheelDeal Curious on your take given the current rate environment where Fed rate has been lowered and yet 10-yr has spiked. So $sofi can borrow cheap and yet charge a higher loan interest. Seems this is an ideal situation for them a bit unexpected tbh" [X Link](https://x.com/wz2013/status/1877112469832822962) 2025-01-08T21:57Z [---] followers, [---] engagements "@HOThomasWPhelps The entire biotech space is out of favor. The non discriminate selling is crazy. $crvs is no exception. This presents a unique opportunity for long term investors" [X Link](https://x.com/wz2013/status/1879918728512667973) 2025-01-16T15:48Z [---] followers, [---] engagements "@ej23ny You forgot $arwr with their ARO-AAT" [X Link](https://x.com/wz2013/status/1882143171846819930) 2025-01-22T19:07Z [---] followers, [---] engagements "@DeepValueBagger @ShrimpTeslaLong By all fairness that guy didnt watch his bag. If he did he would have stopped out at least [--] times in the last [--] years" [X Link](https://x.com/wz2013/status/1886883410913931294) 2025-02-04T21:03Z [---] followers, [--] engagements "@BillAckman @SECGov $unh is making money at the expense of patients lives and QoL. There is an ethical way of making money in the medical insurance space. @BillAckman Take a look at $CLOV who makes money by improving patientss clinical outcome using AI" [X Link](https://x.com/wz2013/status/1886922757029683610) 2025-02-04T23:40Z [---] followers, [----] engagements "@thexcapitalist $unh may actually be a good short here. I think it will decline to sub $450 in [--] days" [X Link](https://x.com/wz2013/status/1888703752863117364) 2025-02-09T21:37Z [---] followers, [--] engagements "@PersimmonTI If no deal coming this Thursday $swtx will take a major dive in this ugly biotech tape. Will it breach $40" [X Link](https://x.com/wz2013/status/1896249907083948261) 2025-03-02T17:23Z [---] followers, [---] engagements "@cigs1234 Curious on your stop loss on $vktx. I think you said your average is $13. At what point will you cut the loss and wait to re-enter Or have you already past that point and will not sell no matter what. Genuinely curious about your perspective on conviction vs risk management" [X Link](https://x.com/wz2013/status/1896687688943841299) 2025-03-03T22:22Z [---] followers, [---] engagements "@jayabacus I just hope MerkeG doesnt back out citing geopolitical reasons. $swtx b/o this week" [X Link](https://x.com/wz2013/status/1896980570531610821) 2025-03-04T17:46Z [---] followers, [---] engagements "@jfais20 Not so sure it will stay above $40 if deal falls thru. We are in such a bad tape in biotech every move is exaggerated. $swtx" [X Link](https://x.com/wz2013/status/1897026721511301394) 2025-03-04T20:49Z [---] followers, [---] engagements "@scenicnights @17mach4 $hood Their fill sucks big time and thats why most large accounts shy away from them. $ibkr is the best for large accounts and you get liquidity rebates and best fill" [X Link](https://x.com/wz2013/status/1901102564307095926) 2025-03-16T02:45Z [---] followers, [---] engagements "@khan_m_baber @scenicnights $hood next time they limit your sell on your stock like they did with $gme you will know you were right all along" [X Link](https://x.com/wz2013/status/1901103248226017329) 2025-03-16T02:48Z [---] followers, [---] engagements "When will $swtx official B/O news be released By Opex Friday 3/21. By month-end 3/31. By month-end 4/30. By Opex Friday 4/18. By Opex Friday 3/21. By month-end 3/31. By month-end 4/30. By Opex Friday 4/18" [X Link](https://x.com/wz2013/status/1901287135048777790) 2025-03-16T14:59Z [---] followers, [---] engagements "@17mach4 @scenicnights I use $hood for low strike options and $IBKR for everything else" [X Link](https://x.com/wz2013/status/1901327298370179214) 2025-03-16T17:38Z [---] followers, [---] engagements "@Phoenix3million i still think $swtx will see sub-$45 before we get the official news" [X Link](https://x.com/wz2013/status/1901646974568567010) 2025-03-17T14:49Z [---] followers, [---] engagements "@semodough Longs are tired. $swtx" [X Link](https://x.com/wz2013/status/1903094325254259097) 2025-03-21T14:40Z [---] followers, [---] engagements "@kylewhitegoat So $sofi is Costco $hood is Walmart. Got it" [X Link](https://x.com/wz2013/status/1905718530831704420) 2025-03-28T20:27Z [---] followers, [---] engagements "@MadDogCapital @Flobert77324715 @chadlyrocks $hood is taking the approach of throwing everything and the kitchen sink at the wall and see what sticks. Its appealing to folks who wants fast change. I get it. But none of the recent changes are substantive. Stop order routing to Citadel if they are truly serious" [X Link](https://x.com/wz2013/status/1906371591996686458) 2025-03-30T15:43Z [---] followers, [--] engagements "@tejada444 @bingbingbom @A_May_MD @Andre_AGTC @JamesEKrause In this scenario $nktr will trade to $3-4 IMO. The positive data will significantly increase the odds of winning the lawsuit against $lly which probably will add another $200M to their MC" [X Link](https://x.com/wz2013/status/1916312500804718630) 2025-04-27T02:04Z [---] followers, [---] engagements "@ChrisCamillo $SoFi begs to differ. They want to be AWS of fintech. Maybe $hood could be the Casino of fintech" [X Link](https://x.com/wz2013/status/1917751421551927675) 2025-05-01T01:22Z [---] followers, [---] engagements "@DataDInvesting @amitisinvesting The metric we need is the Total Revenue Generating Capital. To $sofi each deposit leads to revenue as it can be lended out in a loan. To $hood their capital doesnt directly correlate to revenue its the trading volume. Big difference. Amit is still an amateur" [X Link](https://x.com/wz2013/status/1918317378615820379) 2025-05-02T14:51Z [---] followers, [---] engagements "@vladtenev So you want people to gamble more. $hood" [X Link](https://x.com/wz2013/status/1920992236268831113) 2025-05-10T00:00Z [---] followers, [--] engagements "@Bytueshaw1PF9g @vladtenev Its so easy to place bets on events on $hood hard to make smart financial decisions when you can just bet with a few clicks. It actually encourages lotto buying behavior" [X Link](https://x.com/wz2013/status/1920997268154466544) 2025-05-10T00:20Z [---] followers, [--] engagements "@DividendDude_X They are losing a lot of Medicare enrollments. $unh could be a value trap" [X Link](https://x.com/wz2013/status/1921024330399412695) 2025-05-10T02:07Z [---] followers, [---] engagements "$crvs Great buying opportunity at the same price as Steve Cohen/Point72 one of the greatest traders and Dr. Miller/founder paid before the impressive AD data" [X Link](https://x.com/wz2013/status/1922707095062720673) 2025-05-14T17:34Z [---] followers, [---] engagements "$nktr Just got off phone with my broker on pre-split call exercise. It turns out each contract will get [--] shares upon exercise(vs [----] shares) which is a nice 5% bonus for longs. Option sellers will be paying for this 5% bonus. I will be exercising all my June calls" [X Link](https://x.com/wz2013/status/1932578157951090945) 2025-06-10T23:18Z [---] followers, [---] engagements "@alc2022 $byddy competes directly against $tsla and winning in many aspects" [X Link](https://x.com/wz2013/status/1934103422837690864) 2025-06-15T04:19Z [---] followers, [---] engagements "$nktr Just sold all those commons from the exercise. About 40% gain. Still have a big option position for tomorrow. I think this trades either $30 or less than $5 after release. Will not surprise if this touches $50 if EASI75 delta is 30%" [X Link](https://x.com/wz2013/status/1937281335871308001) 2025-06-23T22:47Z [---] followers, [---] engagements "@Andre_AGTC Its adjusted so [--] contract equals [--] shares upon exercise. $nktr" [X Link](https://x.com/wz2013/status/1937308085619745162) 2025-06-24T00:33Z [---] followers, [---] engagements "@RNAiAnalyst 100% Dirk. I have been selling my shares and buying more calls to increase exposure. The next [--] days will be very exciting. $nktr" [X Link](https://x.com/wz2013/status/1939332530752365020) 2025-06-29T14:38Z [---] followers, [---] engagements "@princetongb @MatrixMeister 13-week dosing means 6/25. Add another 4-6 weeks for data prep early to mid August seems reasonable. $vktx" [X Link](https://x.com/wz2013/status/1941289658245316777) 2025-07-05T00:14Z [---] followers, [---] engagements "@jayabacus Fomo is kicking in. $vktx will probably crush the 12% weight loss threshold in their oral data. If they do watch out for an easy double from here" [X Link](https://x.com/wz2013/status/1942637351752126811) 2025-07-08T17:30Z [---] followers, [---] engagements "@Pharmdca Do you think they will achieve 12% weight loss $vktx" [X Link](https://x.com/wz2013/status/1942701180335055024) 2025-07-08T21:43Z [---] followers, [---] engagements "@VIPSheffTrades Feels like this one is at a minimum undervalued by 20x. The entire market cap is less than $5M after they cancelled all warrants. This is as clean as it gets. OSA TAM is $5B. $ixhl will have the first oral in the space. Is annual peak sale of $100M too low" [X Link](https://x.com/wz2013/status/1942742087231041558) 2025-07-09T00:26Z [---] followers, [----] engagements "$mreo The next [--] months are critical for data accrual which directly translates to increased statistical information. The augmented n enhances the ability to detect a true underlying effect size with greater precision yielding a lower p value" [X Link](https://x.com/wz2013/status/1943393516870357232) 2025-07-10T19:34Z [---] followers, [---] engagements "$mreo Conditional power given the interim data remains a key internal metric with $mreo and $rare. Their decision to proceed unequivocally indicates a sufficient probability of achieving p value of [----]. Futility bounds were clearly not breached" [X Link](https://x.com/wz2013/status/1943394228211716230) 2025-07-10T19:37Z [---] followers, [---] engagements "@jfais20 @Maximus_Holla Its always the risk reward calculation. Its never as good as it seems before the catalyst and never as bad as it seems now after the catalyst" [X Link](https://x.com/wz2013/status/1943442672188035428) 2025-07-10T22:50Z [---] followers, [---] engagements "@jayabacus $vktx Venture subQ P2completed enrollment on 10/23/2023 final dosing on 1/22/2024 top line readout 2/27/2024. Applying the same timeline to oral P2: enrollment completion 3/25/2025 final dosing 6/24 top line Wed 7/30. So yes there is a good chance data by 8/1" [X Link](https://x.com/wz2013/status/1944049366094033203) 2025-07-12T15:01Z [---] followers, [---] engagements "@BioValues $vktx by far" [X Link](https://x.com/wz2013/status/1944132765676679512) 2025-07-12T20:32Z [---] followers, [---] engagements "@HOThomasWPhelps Every time I read your new post about n $crvs I question myself if I own enough. Thanks for the great DD" [X Link](https://x.com/wz2013/status/1944430441508835731) 2025-07-13T16:15Z [---] followers, [---] engagements "$mreo To further clarify with a simple sensitivity calculation you can see that as long as they achieve 35% reduction they would have failed IA2 with p value of [------] but still passes FA with p value of [------]. Remember they achieved a 67% reduction in P2" [X Link](https://x.com/wz2013/status/1944618273016095222) 2025-07-14T04:41Z [---] followers, [----] engagements "$ixhl Volume is already [---] million shares. Its already traded 4x of its market cap so far. This one is going parabolic. First oral therapy for OSA" [X Link](https://x.com/wz2013/status/1945179304121524417) 2025-07-15T17:51Z [---] followers, [----] engagements "@HOThomasWPhelps Very interesting indeed. Didnt know OSA is even linked to TH17" [X Link](https://x.com/wz2013/status/1945183612032225728) 2025-07-15T18:08Z [---] followers, [---] engagements "@HOThomasWPhelps $crvs I hate to use the word platform. But thats what they have and the opportunity is becoming too overwhelming to go it all alone" [X Link](https://x.com/wz2013/status/1945185271735312809) 2025-07-15T18:14Z [---] followers, [---] engagements "@VIPSheffTrades Probably will trade [---] million shares today. Insane" [X Link](https://x.com/wz2013/status/1945196197636935980) 2025-07-15T18:58Z [---] followers, [--] engagements "@mtheory11bio Do you think $vktx can achieve 12% weight loss for oral" [X Link](https://x.com/wz2013/status/1945232227538739496) 2025-07-15T21:21Z [---] followers, [---] engagements "@mtheory11bio Perhaps 12% is a bit aggressive. SQ got 13.5% placebo adjusted loss so anything 10% for oral will be a huge win for $vktx" [X Link](https://x.com/wz2013/status/1945249586437611851) 2025-07-15T22:30Z [---] followers, [---] engagements "@LovejoyVapor @VIPSheffTrades Its just getting started. More people will be made aware of their OSA as Apple launch that alert in apple watches" [X Link](https://x.com/wz2013/status/1945252629270999339) 2025-07-15T22:42Z [---] followers, [--] engagements "@sharkbiotech @stocksdd @Javier944712106 @StephanKlingel1 @AlmightyZeezA @Pharmdca @semodough @wkissel @Maximus_Holla @sanofi It doesnt until it does. Thats how most biotech shitcos trade" [X Link](https://x.com/wz2013/status/1945965854560289171) 2025-07-17T21:56Z [---] followers, [--] engagements "@TradinWithMikey @DividendDude_X I will write a thread on the entire health insurance industry soon. $oscr slide is pure marketing talk without any substance on how they plan to achieve that. They will guide down just as quickly. $clov is the only exception in the entire health plan vertical" [X Link](https://x.com/wz2013/status/1946653140507623569) 2025-07-19T19:27Z [---] followers, [---] engagements "@dereckwpaul $clov already does that" [X Link](https://x.com/wz2013/status/1947864797690925120) 2025-07-23T03:42Z [---] followers, [---] engagements "There are so many pumpers on $oscr recently. Be careful as whats ailing the big name health plans is also ailing $oscr. ACA marketplace morbidity is the number [--] factor thats affecting $oscr and there is no getting around that" [X Link](https://x.com/wz2013/status/1948540679556378749) 2025-07-25T00:27Z [---] followers, [---] engagements "Additionally Bertolini the CEO while impressive at Aetna is not known for tech and $oscr has shown no real leverage of AI so far. His legacy at Aetna has no lasting effect as its now severely underperforming under $cvs" [X Link](https://x.com/wz2013/status/1948541720108695783) 2025-07-25T00:32Z [---] followers, [---] engagements "The only unicorn across the health plans is $clov once the dreaded Chamath SPAC has emerged as the industry leading AI purveyor who has consistently reduced their MLR and inching towards consistent profitability" [X Link](https://x.com/wz2013/status/1948542305000140872) 2025-07-25T00:34Z [---] followers, [----] engagements "$clov The wild card here is they are providing AI product and service to other health plans and providers to help reduce cost and improve patient outcome. Humana will be the next customer. They are becoming the AWS of HealthTech" [X Link](https://x.com/wz2013/status/1948542955075371211) 2025-07-25T00:36Z [---] followers, [---] engagements "@Ashton_1nvests Sure. The only way to show true moat is decrease their MLR(which means improved patient outcome) consistently thru tech leverage. $OSCR has shown neither. They keep talking about revenue growth but revenue growth without positive margin is a death trap" [X Link](https://x.com/wz2013/status/1949550740273528866) 2025-07-27T19:21Z [---] followers, [---] engagements "$sofi 52w high is a recent $22.74. This is the point i watch for tomorrow. If it can breach that and stay around by eod look out I sold a ton of $23/23.5/24/24.5 calls given its past trading pattern. Hope Im wrong this time" [X Link](https://x.com/wz2013/status/1949947389030388131) 2025-07-28T21:37Z [---] followers, [---] engagements "@JNap5C They have to pay $arwr first" [X Link](https://x.com/wz2013/status/1949949139950981621) 2025-07-28T21:44Z [---] followers, [---] engagements "@JNap5C I believe they have huge payment to both $arwr and catalent coming up" [X Link](https://x.com/wz2013/status/1949961548052775086) 2025-07-28T22:33Z [---] followers, [---] engagements "@Pharmdca Much much more to come. Noto is literally giddy on the CNBC interview. 25% CAGR for the next [--] years. $sofi will be a top [--] bank soon" [X Link](https://x.com/wz2013/status/1950244954263212205) 2025-07-29T17:20Z [---] followers, [---] engagements "@Sanctuary_Bio @grok please guess which biotech stock is this with a catalyst on Aug [--] based on ops recent x activities" [X Link](https://x.com/wz2013/status/1950682368760811999) 2025-07-30T22:18Z [---] followers, [---] engagements "@thumbs_up_bio found it: $atyr" [X Link](https://x.com/wz2013/status/1951753042178814083) 2025-08-02T21:12Z [---] followers, [----] engagements "@thumbs_up_bio To be fair this was planned a while back. But I do think this further confirms the trial will end in [--] of [--] scenarios: [--]. efzo is a resounding success or [--]. ocs has been wholly unnecessary and patients have been drugged and suffered from significant side effects. $atyr" [X Link](https://x.com/wz2013/status/1951757236986057116) 2025-08-02T21:29Z [---] followers, [---] engagements "@newyorkartist20 @CMDarnton @grok please explain and confirm this is AI generated video including the human figure in the video" [X Link](https://x.com/wz2013/status/1952857970666295410) 2025-08-05T22:23Z [---] followers, [---] engagements "@JNap5C @semodough $egypt needs to ramp up hard and use their lead over $ocul to maximize the opportunity. Once $ocul is out its game over for them. Superiority label trumps them all" [X Link](https://x.com/wz2013/status/1953206343340593250) 2025-08-06T21:27Z [---] followers, [---] engagements "@jfais20 12% Impressive. Whats your PT in [--] months $sndx" [X Link](https://x.com/wz2013/status/1955002863924744538) 2025-08-11T20:26Z [---] followers, [----] engagements "@Pharmdca They have no moat compared to $SoFi loan platform" [X Link](https://x.com/wz2013/status/1955303966516084985) 2025-08-12T16:22Z [---] followers, [---] engagements "@Pharmdca $nktr $vktx $crvs $atyr $abvx" [X Link](https://x.com/wz2013/status/1955319334638612772) 2025-08-12T17:23Z [---] followers, [----] engagements "@TheLongInvest Definitely NOT $unh. He bought it back in [----] and sold it in [----] and was widely viewed as a mistake of his investing career" [X Link](https://x.com/wz2013/status/1955409097899249916) 2025-08-12T23:20Z [---] followers, [---] engagements "@BioValues Thats awesome. Congrats. Whats your biggest winner" [X Link](https://x.com/wz2013/status/1955688984518226118) 2025-08-13T17:52Z [---] followers, [---] engagements "@BioValues Cant be $pepg. Its basically flat since April" [X Link](https://x.com/wz2013/status/1955690824299393109) 2025-08-13T18:00Z [---] followers, [---] engagements "@Andre_AGTC @BowTiedBiotech The option chain maxes out at $80. There is no $110c or $90p" [X Link](https://x.com/wz2013/status/1959829172316242014) 2025-08-25T04:04Z [---] followers, [---] engagements "@PersimmonTI Its looking like that more each day with more hiring. $atyr" [X Link](https://x.com/wz2013/status/1961941276624134401) 2025-08-30T23:57Z [---] followers, [----] engagements "@BudwellGeorge There is a 3rd outcome ie OCS is proven to be unnecessary and thus rendering the trial a complete failure. Thats the short thesis. And this is a practice altering finding and is worth an ALERT session. However mgmt sees blinded data already and EAP. $atyr" [X Link](https://x.com/wz2013/status/1962191674517684299) 2025-08-31T16:32Z [---] followers, [---] engagements "@BudwellGeorge @IAmIronManSon Reading you posts you have done a lot of DD. So why only a tiny position I have 5% on this puppy mostly in call/spreads. Think we see $abvx again here" [X Link](https://x.com/wz2013/status/1962195548397846674) 2025-08-31T16:47Z [---] followers, [---] engagements "@realmostafah ALPS will be approved way before PTCL. $crvs" [X Link](https://x.com/wz2013/status/1962555654893379601) 2025-09-01T16:38Z [---] followers, [---] engagements "@Pharmdca @mtheory11bio Cash is $1.2 per share which should serve as the floor. Hard to see a complete failure. $atyr" [X Link](https://x.com/wz2013/status/1963635688316047825) 2025-09-04T16:10Z [---] followers, [---] engagements "Last post on $atyr before readout. Shorts are really confident in their position citing clinical research. Just know you are going against Paul Shimmer who invented Efzo and is one of the most respected translational biotech researchers alive" [X Link](https://x.com/wz2013/status/1963740989547491792) 2025-09-04T23:08Z [---] followers, [----] engagements "Dr Shimmer is a cofounder in $alks $alny $cbst $sirt and $rgen. Regardless how you view your research acumen you are a zero compared to him. So maybe be a bit more humble and recognize you could be 100% wrong. GLTY" [X Link](https://x.com/wz2013/status/1963741895966007358) 2025-09-04T23:12Z [---] followers, [---] engagements "@DesertDweller93 Im in with a small position. $qure" [X Link](https://x.com/wz2013/status/1964733257557455115) 2025-09-07T16:51Z [---] followers, [---] engagements "@jevgenijs Impossible unless $hood starts offering portfolio margin stock shorting spreads in IRA and most importantly better fills" [X Link](https://x.com/wz2013/status/1964816235511882008) 2025-09-07T22:21Z [---] followers, [---] engagements "@MMMTwealth I think $sofi and $upst are mutually exclusive. One of them will be killed by the other in the next [--] years" [X Link](https://x.com/wz2013/status/1964818441677996206) 2025-09-07T22:29Z [---] followers, [---] engagements "@Pharmdca Its $gme all over again except this time mgmt is on board with the retail apes" [X Link](https://x.com/wz2013/status/1965928038018986403) 2025-09-10T23:59Z [---] followers, [---] engagements "@_AlbertAlan Jim Simmons the greatest HF manager even better than Lynch would disagree" [X Link](https://x.com/wz2013/status/1966947671354339387) 2025-09-13T19:30Z [---] followers, [--] engagements "@amitisinvesting Its not about the margin. Its about replacing the entire agent industry. Using AI and blockchain throughout the entire real estate journey to accurately assess value and risk of each property will make buying selling easy as buying a car. Thats the true north. $open" [X Link](https://x.com/wz2013/status/1968461061490884668) 2025-09-17T23:44Z [---] followers, [---] engagements "@cperruna Great reflection. But its not late to buy back in for the next 200%. Rate cut payment network Loan platform too much tailwind. $sofi" [X Link](https://x.com/wz2013/status/1968782069175107810) 2025-09-18T20:59Z [---] followers, [---] engagements "@DesertDweller93 Feels like a $srpt moment but with much more convincing outcome" [X Link](https://x.com/wz2013/status/1972038068162138364) 2025-09-27T20:38Z [---] followers, [---] engagements "@JD4for4 Fair enough. There is also an implicit assumption that the commons will hold their current price for [--] months which is rarely true" [X Link](https://x.com/wz2013/status/1350168296876720129) 2021-01-15T19:49Z [---] followers, [--] engagements "@WealthCoachMak Just buy $misty and be done with it. Yieldmax returns over 100%" [X Link](https://x.com/wz2013/status/1860544436067008993) 2024-11-24T04:42Z [---] followers, [---] engagements "@Pharmdca Miller got screwed on $pcyc and will not be denied this time on $crvs" [X Link](https://x.com/wz2013/status/1861827277849501879) 2024-11-27T17:39Z [---] followers, [---] engagements "@StockSavvyShay hey databricks is not public yet and ticker data is invalid. is this a real portfolio or just an photoshop" [X Link](https://x.com/wz2013/status/1890821769230983347) 2025-02-15T17:53Z [---] followers, [--] engagements "@thexcapitalist $oscr is still the old school insurer where they increase margin by denying coverage much like $unh. If you are looking for a disruptor in this space take a look at $clov: better tech and better MLR and already profitable with better patient outcome. A hidden gem" [X Link](https://x.com/wz2013/status/1892198847339790658) 2025-02-19T13:05Z [---] followers, [----] engagements "@jfais20 Will find out who is right and wrong on 2/27. No need to gamble before then. I have been selling puts expiring this Friday. Close to free money. $tmdx" [X Link](https://x.com/wz2013/status/1892747079975309602) 2025-02-21T01:24Z [---] followers, [---] engagements "@PersimmonTI Love to buy sub-$40 when a deal is not closed soon. $swtx" [X Link](https://x.com/wz2013/status/1892747663017464046) 2025-02-21T01:26Z [---] followers, [---] engagements "@thexcapitalist What happened to your buy of $unh" [X Link](https://x.com/wz2013/status/1893413749660274753) 2025-02-22T21:33Z [---] followers, [----] engagements "@WhiteCoatMafia In two years $unhs market share at least in the medicare space will shrink by 10%" [X Link](https://x.com/wz2013/status/1893430980351807563) 2025-02-22T22:41Z [---] followers, [---] engagements "@Kross_Roads $amen is failing at AI which will huge implication in the next [--] months" [X Link](https://x.com/wz2013/status/1949586115478110640) 2025-07-27T21:42Z [---] followers, [--] engagements "@grok @Sanctuary_Bio No thats not it since $vine already exploded. is it $lenz" [X Link](https://x.com/wz2013/status/1950683439075893760) 2025-07-30T22:22Z [---] followers, [---] engagements "@RNAiAnalyst Never say never. There will be a first in everything. Will be unconventional and shrewd for $lly to buy $nktr as long as the benefit to $nktr is greater than winning that case" [X Link](https://x.com/wz2013/status/1979419486597079416) 2025-10-18T05:29Z [---] followers, [---] engagements "@Pharmdca No moat. $sofi is eating their lunch" [X Link](https://x.com/wz2013/status/1985866605826621861) 2025-11-05T00:27Z [---] followers, [---] engagements "@DataDInvesting @RJCcapital Right they are still growing on an absolute term but growing more slowly on a relative term. Market punishes a slower growing company. Thats it. Focus on $sofi which is growing faster both in absolute and relative terms" [X Link](https://x.com/wz2013/status/1986920846011855229) 2025-11-07T22:16Z [---] followers, [--] engagements "@ajmotleyfool @Druckenmiller_ No this is a fake account. @standuquesne is the real deal. Have no idea how this account got a blue check. @grok @elonmusk" [X Link](https://x.com/wz2013/status/1987695296986669211) 2025-11-10T01:34Z [---] followers, [--] engagements "@EliteOptions2 @jay2p BYD is the Tesla of China not xpeng" [X Link](https://x.com/wz2013/status/1988034825396396175) 2025-11-11T00:03Z [---] followers, [---] engagements "$nktr. My view is AA will not hit and lly settlement will come out in the same time frame($250M is my guess). Now what will happen to the stock" [X Link](https://x.com/wz2013/status/1992699966788350069) 2025-11-23T21:01Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@wz2013 GGZ🐌🐌🐌GGZ🐌🐌🐌 posts on X about $crvs, $sofi, $ocul, $vktx the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence stocks finance technology brands cryptocurrencies automotive brands countries travel destinations nfts celebrities social networks
Social topic influence $crvs, $sofi, $ocul #15, $vktx, $abvx, bid, whats the, $hood, $nktr, release
Top accounts mentioned or mentioned by @datadinvesting @pharmdca @semodough @hothomaswphelps @jfais20 @biovalues @jayabacus @kylewhitegoat @kawcak20 @tjthewheeldeal @pawcio2009 @amitisinvesting @stocksavvyshay @ramahluwalia @grok @harveyspectrade @dirtygreenpaper @devoteddividend @cperruna @mak1234509
Top assets mentioned RAI Finance (SOFI) Ocular Therapeutix, Inc. (OCUL) Viking Therapeutics, Inc (VKTX) Abivax SA (ABVX) Robinhood Markets, Inc. (HOOD) SpringWorks Therapeutics, Inc. Common Stock (SWTX) UnitedHealth Group (UNH) CLEANSPARK INC (CLSK) Arrowhead Research Corporation (ARWR) Oscar Health, Inc. (OSCR) Eli Lilly and Company (LLY) Palantir Technologies Inc. (PLTR) TransMedics Group, Inc. Common Stock (TMDX) PepGen Inc. (PEPG) Born in [--] (19) Tesla, Inc. (TSLA) Interactive Brokers Group, Inc. (IBKR) GameStop, Corp. (GME) BioAtla, Inc. (BCAB)
Top posts by engagements in the last [--] hours
"@Besni121 @playactionfake7 @ZFTRADING $spaq.ws is overvalued and $fmciw is undervalued. So you buy both regardless"
X Link 2020-09-05T19:00Z [---] followers, [--] engagements
"@Pharmdca Do you know the warrant terms $HJLIW"
X Link 2020-12-14T15:41Z [---] followers, [--] engagements
"@Gualdjouma Do you know the warrant terms Have you actually exercised it $HJLIW"
X Link 2020-12-15T21:41Z [---] followers, [--] engagements
"@JD4for4 No you won't get 500% as warrants will be called back"
X Link 2021-02-04T17:34Z [---] followers, [--] engagements
"@HarveySpecTrade @D_Moderna This is a bizarre situation. I'd like to short $BRPA and long $BRPAR. But there is no shares to short. How do you play this I think upon merger there will be a huge take down"
X Link 2021-02-04T20:58Z [---] followers, [--] engagements
"@Pharmdca When is the ticker change $fsdc"
X Link 2021-02-05T14:35Z [---] followers, [--] engagements
"@satorimind Looks like warrant is undervalued right $NBAC"
X Link 2021-03-22T19:03Z [---] followers, [--] engagements
"@HarveySpecTrade None of my brokers allow me to short"
X Link 2021-05-20T18:10Z [---] followers, [--] engagements
"@HarveySpecTrade What date will the symbol change"
X Link 2021-05-24T21:50Z [---] followers, [--] engagements
"@Bios_n_Techs @Pharmdca But these [--] are not the reason for the hold to begin with. These [--] cases have nothing on skin tumors in a mouse model study which caused the hold. $PGTX"
X Link 2021-09-17T23:36Z [---] followers, [--] engagements
"@KyleWhiteGOAT if we assume only 20% will have direct deposit at $sofi(50% currently) and each put net deposit of $1000 each month then each quarter they will have new deposits around $5.7 billion. Staggering"
X Link 2023-05-28T23:07Z [---] followers, [---] engagements
"$SOFI Raised their savings interest rate to 4.3%. This surprised me. However on second thought I think they did this ahead of Fed rate decision next week. I bet they believe Fed will not pause and will raise rate at a minimum by [--] bps"
X Link 2023-06-11T16:59Z [---] followers, [---] engagements
"@w_biltmore85 I was able to get half of my IPO allocation on $sofi"
X Link 2023-09-15T05:28Z [---] followers, [--] engagements
"@siyul So how are you positioned based on your view Straight short Puts Put spreads $sofi"
X Link 2023-11-19T18:37Z [---] followers, [---] engagements
"@DataDInvesting Agreed. As a matter of fact folks should just buy leaps in $sofi and check back in [--] months"
X Link 2023-12-21T16:56Z [---] followers, [---] engagements
"@DataDInvesting Thats a cheap shot from a bucket shop and is likely part of a coordinated attack on $sofi during the quiet period when management cant respond in any way such as open market buys. There is [--] merit in the report. Its FUD by definition. But if you know you know. #loadingZone"
X Link 2024-01-04T21:25Z [--] followers, [---] engagements
"@KyleWhiteGOAT I also think they will sell a significant amount of loans and record a huge GOS as the demand for their vintage loan ramps up. $sofi"
X Link 2024-01-07T01:30Z [---] followers, [---] engagements
"@DataDInvesting 1/29 will be lit and I think Noto and company have major surprises in store for us. Note GAAP profit is not a surprise but everything else will be. $sofi"
X Link 2024-01-09T01:24Z [---] followers, [---] engagements
"@DataDInvesting This layoff is fat trimming and many tech companies are doing it now(Amazon just had another one). $sofi"
X Link 2024-01-10T20:18Z [---] followers, [---] engagements
"@ramahluwalia @ramahluwalia You are on X and you are media savvy. I hope you will NOT dodge hard questions. My questions to you: What's your position size on your short of $SOFI at $8.5 Do you have any hedge in place Do you intend to hold your short thru the earnings on 1/29 TIA"
X Link 2024-01-13T23:25Z [---] followers, [---] engagements
"@Kawcak20 Thats a high conviction trade. GLTY. $sofi"
X Link 2024-01-18T20:07Z [---] followers, [---] engagements
"@ianboydsnr @ramahluwalia Thats the right question and the OP will not answer. Those banks used CECL and not fair value used by $sofi. Fair value is more stringent"
X Link 2024-01-22T02:32Z [---] followers, [---] engagements
"@ianboydsnr @ramahluwalia $sofi the fair value is backed by 3rd party and demonstrated periodically by Sofi selling loans at or above the indicated fair value. So there is a lot more transparency than CECL"
X Link 2024-01-22T14:50Z [---] followers, [---] engagements
"@DataDInvesting Listening compression is not that analysts strong suit. lol. $sofi"
X Link 2024-01-29T04:24Z [---] followers, [---] engagements
"@DataDInvesting So looks like the share count went up to cause them to have a higher Gaap income but smaller EPS. $sofi"
X Link 2024-01-29T18:55Z [---] followers, [--] engagements
"@BioValues Why the big slide when n price today $srzn"
X Link 2024-02-22T20:59Z [---] followers, [---] engagements
"@JohannesIsakss3 @techfund1 no one in their sane mind will run databricks on top of snowflake. If they choose databricks they have many options to store data. You mentioned S3 but i also have seen many start to use Powerflex architecture"
X Link 2024-03-03T20:07Z [---] followers, [---] engagements
"@Gantosj If they had more than [--] PRs we would never see such low market cap. Given the delay in hitting the [--] events(a huge plus) I think the only way P2b fails is if placebo outperforms for some strange reason. $eftr"
X Link 2024-03-25T01:10Z [---] followers, [----] engagements
"@TJTheWheelDeal You might sell for a lot more premium if you wait for the ER which is 7/29. $sofi. The interest savings from their recent financial maneuvers will show up in this q"
X Link 2024-06-24T21:17Z [---] followers, [---] engagements
"@DataDInvesting Whats your take on the lower deposit from Q2 $sofi"
X Link 2024-08-02T22:53Z [---] followers, [---] engagements
"@dirtygreenpaper Because the EV landscape has significantly changed and $nio can no longer compete in its market segment"
X Link 2024-08-18T22:58Z [---] followers, [---] engagements
"@dirtygreenpaper BYD Tesla zeekr and several others and pretty soon you will also see xiaomi huawei showing up in the chart"
X Link 2024-08-19T01:13Z [---] followers, [---] engagements
"@dirtygreenpaper Yes I expected that. Its not something pleasing to any $nio bulls. But its the truth on the ground"
X Link 2024-08-19T01:17Z [---] followers, [---] engagements
"@TJTheWheelDeal Good odds you will make 10x on these. $sofi"
X Link 2024-08-22T14:36Z [---] followers, [---] engagements
"@DataDInvesting When do you ever see retail investors win big $gme is an exception"
X Link 2024-08-30T14:47Z [---] followers, [---] engagements
"@bio_2024 Thanks bud. This is not a trade for me. I plan to build a large position in this. They have proven they have the AI chops in reducing cost consistently and in the Medicare space. Its a 5x in the next couple years if they keep the momentum"
X Link 2024-08-31T19:28Z [---] followers, [--] engagements
"@KyleWhiteGOAT Are you seriously saying $sofi will touch $14 in sept lol"
X Link 2024-08-31T20:06Z [---] followers, [---] engagements
"@Stevo_12 Been on the waitlist for [--] months with a near perfect credit score. They keep asking me to do referrals. My guess The cost of that gold card is high to them(3% points etc) and they cant afford to give to most people"
X Link 2024-09-02T18:04Z [---] followers, [---] engagements
"Thats a quickly 20% with the AH spike on the Iowa purchase news. This is what AI adoption in healthcare looks like: fast adoption yields fast cost savings and improved QoL for patients. $clov will get re-rated like a SaaS and a AI play in the next 6-12 months"
X Link 2024-09-03T22:24Z [---] followers, [---] engagements
"@optionscjp [--] ema just crossed under [--] more downward movement likely next week. $16 in the next week or so and then big reversal just before the rate cut. $hood"
X Link 2024-09-07T21:37Z [---] followers, [--] engagements
"@DevotedDividend Its paying less than 4%. You can get risk-free interest of 5% in a savings account. So why in the rush to get more especially when you know market is not done dumping yet"
X Link 2024-09-08T16:21Z [---] followers, [---] engagements
"@forexflunky @DevotedDividend exactly makes sense when $schd is at $40-50. Now is not the time to get aggressive"
X Link 2024-09-08T17:21Z [---] followers, [---] engagements
"@DevotedDividend @forexflunky given your time horizon the market volatility doesnt matter as much. good for you"
X Link 2024-09-08T17:27Z [---] followers, [--] engagements
"@1M_Dollars_Road Will be tough if you are not making 6-figure at [--]. Maybe your RSU can triple soon You either need to find a way to significantly boost your comp or start a side hustle"
X Link 2024-09-14T14:52Z [---] followers, [--] engagements
"@Kawcak20 Did you scale back I remember you had a 3mil position in $sofi"
X Link 2024-09-16T18:45Z [---] followers, [---] engagements
"@Kawcak20 gotcha. you were an inspiration. we are going back to $11 soon enough. $sofi"
X Link 2024-09-16T19:24Z [---] followers, [---] engagements
"@amitisinvesting The size needs be multiplied by [---] to get to the share count. So its actually [---] million shares . $pltr"
X Link 2024-09-16T22:33Z [---] followers, [---] engagements
"@DataDInvesting Some stubborn shorts will actually issue downgrade in Oct during quiet time and company cant refute. watch it. $sofi"
X Link 2024-09-19T14:10Z [---] followers, [---] engagements
"@Stevo_12 Did you have portfolio margin account with Schwab I do and thats why i split my account between robinhood and schwab. Portfolio margin allows me to have much less collaterals sometimes 50% less than hood. To me thats worth the [--] cents i pay them on options $1"
X Link 2024-10-01T21:14Z [---] followers, [---] engagements
"@Kross_Roads As i said you will get $16 in Oct. $hims"
X Link 2024-10-03T02:36Z [---] followers, [----] engagements
"$clov Clover Assistant is paying dividend big time. CMS star rating increase is a bigger deal than most think particularly when big boys are faltering. We will potentially hear the next CA sales in the earnings call which will add more fuel to fire"
X Link 2024-10-03T19:29Z [---] followers, [---] engagements
"@cantonmeow $sofi has typically seen weak actions 1-3 weeks before quarterly earnings caused by so called analyst reports. The company cant rebut due to quiet period. If it can stay flat around the current level of low to mid 8s it will be a huge win going into the earnings on 10/29"
X Link 2024-10-06T16:53Z [---] followers, [---] engagements
"@DataDInvesting @cperruna I go big when company is doing better while the stock sentiment stays in the gutter. $sofis days will come and I have plenty of patience. Chriss post proves the sentiment is still very negative which is a positive to me"
X Link 2024-10-06T18:09Z [---] followers, [---] engagements
"@BrianTycangco No bubble until Shanghai index reaches 4000"
X Link 2024-10-07T20:25Z [---] followers, [--] engagements
"@ramahluwalia @DataDInvesting Why would you listen to an analyst whose name literally means baloney Asking for a friend. $sofi"
X Link 2024-10-08T02:10Z [---] followers, [---] engagements
"@cantonmeow Exhibit #1 $sofi @DataDInvesting This report is chock full of data. It says SoFis numbers dont make any sense I agree https://t.co/XkoIvQeKx6 @DataDInvesting This report is chock full of data. It says SoFis numbers dont make any sense I agree https://t.co/XkoIvQeKx6"
X Link 2024-10-08T02:13Z [---] followers, [---] engagements
"@amitisinvesting Why are you ignoring the Shanghai Index Or did you not know China has [--] more stock exchanges in mainland"
X Link 2024-10-08T03:47Z [---] followers, [---] engagements
"@DataDInvesting And for the first time in a long time $sofi brushed off this negative piece by inching up. Bodes well for 10/29"
X Link 2024-10-08T14:48Z [---] followers, [---] engagements
"@KyleWhiteGOAT Squeeze implies he has a short position in $sofi. In reality he is too poor to afford one. lol"
X Link 2024-10-08T21:21Z [---] followers, [---] engagements
"@Kawcak20 If we go into the earnings around mid 9s I think there is a decent chance to touch $11 after the earnings. $sofi"
X Link 2024-10-11T19:35Z [---] followers, [---] engagements
"@DataDInvesting There are [---] million shares to be exercised at $9. This adds fuel to next weeks opening trade. $sofi"
X Link 2024-10-11T20:34Z [---] followers, [---] engagements
"@mak1234509 @StockSavvyShay Databricks is already beating $snow. Many enterprises already switched from snow to Databricks in the last [--] months. The same workload costs half"
X Link 2024-10-12T16:29Z [---] followers, [---] engagements
"@scottpatrickQ @mak1234509 @StockSavvyShay On the contrary plenty have"
X Link 2024-10-12T23:00Z [---] followers, [--] engagements
"@scottpatrickQ @mak1234509 @StockSavvyShay Most dont advise that as that shows poor management judgement. Zillow is a prime example. Many examples if you are in the field. Here is a public post: https://whatifmediagroup.com/reducing-our-data-infrastructure-costs-by-76-by-migrating-from-snowflake-to-databricks/ https://whatifmediagroup.com/reducing-our-data-infrastructure-costs-by-76-by-migrating-from-snowflake-to-databricks/"
X Link 2024-10-13T03:03Z [---] followers, [---] engagements
"@HOThomasWPhelps So $crvs SQL just does it more upstream. Thats the SQL edge and why it will replace so many other therapeutics"
X Link 2024-10-13T17:34Z [---] followers, [---] engagements
"@StockSavvyShay $sofi"
X Link 2024-10-13T20:24Z [---] followers, [---] engagements
"$sofi mojo is back. MMS are unable to ping this at $10 and someone is sending a signal to let it close at $10.18 on opex Friday 10/18. I think we will see a major rerating event after the Q3 earnings"
X Link 2024-10-18T20:59Z [---] followers, [---] engagements
"@TJTheWheelDeal Here is a hidden gem Im sharing. More than 10% ROI much better than all other suggestions you will see in the replies. $crvs"
X Link 2024-10-19T15:43Z [---] followers, [----] engagements
"@DeepNightLabs Yes great points all around except that [--] engineers will cost about $10-$15 Million all-in including RSUs"
X Link 2024-10-19T16:58Z [---] followers, [----] engagements
"@sachinvats Very astute observation indeed. In addition $sofi simply shrugged off the negative analysts low price targets from Compass and KBW. A stark change from the previous quarters. The character of this stock just completely changed for the better"
X Link 2024-10-19T20:53Z [---] followers, [---] engagements
"@DataDInvesting Whales are starting to believe managements guidance than the BS from the Wall Street analysts. $sofi"
X Link 2024-10-21T18:03Z [---] followers, [---] engagements
"@jfais20 selling a OTM call is not much of a hedge just saying. $tmdx"
X Link 2024-10-23T14:29Z [---] followers, [---] engagements
"@JonahLupton Are you adding in recent weakness $tmdx"
X Link 2024-10-23T14:47Z [---] followers, [---] engagements
"@DataDInvesting Many 52-wk highs to come before the year end. $sofi"
X Link 2024-10-25T14:16Z [---] followers, [---] engagements
"@cperruna Did you go long so not to stay wrong $sofi"
X Link 2024-10-25T17:43Z [---] followers, [---] engagements
"@Kawcak20 Good call I sold [---] $12 calls against my large leap positions. $sofi"
X Link 2024-10-28T21:25Z [---] followers, [---] engagements
"@Flobert77324715 Do you have other stock positions $sofi"
X Link 2024-10-31T19:33Z [---] followers, [---] engagements
"@Flobert77324715 Nice. care to share your other stocks thats similar sized to $sofi"
X Link 2024-10-31T19:48Z [---] followers, [---] engagements
"@Pharmdca Well in practical sense though $vktx s MASH will probably be too late to market. We are talking about at least [--] years from today. should not be a strategic focus for them now"
X Link 2024-10-31T21:16Z [---] followers, [---] engagements
"@DataDInvesting The force is too strong with $sofi and MMs couldnt pin it like they used to. Close to [--] million shares will be exercised at $11 and adding fuel to the opening trade on Monday"
X Link 2024-11-01T22:12Z [---] followers, [---] engagements
"@StockTrader_Max 60% rise in [--] weeks You can draw those squiggly lines to fit what you expect but that has less than 5% chance of happening. $clsk"
X Link 2024-11-02T16:51Z [---] followers, [---] engagements
"$vktx closing price on Monday 11/4: The last raise was $85 $70 between $70 and $75 = $80 between $75 and $80 $70 between $70 and $75 = $80 between $75 and $80"
X Link 2024-11-02T16:59Z [---] followers, [----] engagements
"@amitisinvesting Take a look at crypto miners and the premium there is insane compared to $rklb. check out $clsk"
X Link 2024-11-02T17:29Z [---] followers, [---] engagements
"Looks most are expecting $80 or more. $vktx"
X Link 2024-11-03T20:20Z [---] followers, [----] engagements
"$vktx $88 now"
X Link 2024-11-04T01:52Z [---] followers, [---] engagements
"@DataDInvesting Fed will lower the rate again this week and adding tailwind to $sofi"
X Link 2024-11-04T19:14Z [---] followers, [---] engagements
"@haodongvli You still think they are in late stage talks $vktx"
X Link 2024-11-07T20:19Z [---] followers, [---] engagements
"$clsk anyone know how expiring options will settle today i sold a ton of calls and puts"
X Link 2024-11-08T20:12Z [---] followers, [---] engagements
"@Kawcak20 So happy for you. More to come. $sofi"
X Link 2024-11-08T22:26Z [---] followers, [---] engagements
"@ej23ny But $crvs can dump at market price and fill their coffer. The fact they didnt do that is the point. It shows confidence the stock is going much higher"
X Link 2024-11-13T23:44Z [---] followers, [---] engagements
"@kylewhitegoat in what time frame next year $sofi"
X Link 2024-11-14T00:52Z [---] followers, [----] engagements
"@PharmDabbler @Pharmdca If they do go it alone it will be very bearish. We will probably see a 30% haircut on the news. $vktx"
X Link 2024-11-14T19:25Z [---] followers, [---] engagements
"@StockTrader_Max So the entire gap up since the unhealthy has been wiped. While i understand $clsk should track bitcoin price however they are not showing any GAAP profit even with higher revenue. It seems their higher revenue is at the expenses of ever increasing capital raise"
X Link 2024-11-15T16:29Z [---] followers, [---] engagements
"@HOThomasWPhelps Thanks. That makes a lot of sense. The huge volume in options started about [--] mins ago with price ramping up 5%. $crvs"
X Link 2024-11-21T17:24Z [---] followers, [---] engagements
"@StockTrader_Max Is this sarcasm or did you actually capitulate on $clsk Hard to tell"
X Link 2024-12-11T17:14Z [---] followers, [----] engagements
"@Pharmdca Also the price jumped 13% in AH. Waking up and do a conference at 5am with a slide deck Yeah thats mighty bullish. $crvs"
X Link 2024-12-17T21:21Z [---] followers, [---] engagements
"@DataDInvesting @TJTheWheelDeal Curious on your take given the current rate environment where Fed rate has been lowered and yet 10-yr has spiked. So $sofi can borrow cheap and yet charge a higher loan interest. Seems this is an ideal situation for them a bit unexpected tbh"
X Link 2025-01-08T21:57Z [---] followers, [---] engagements
"@HOThomasWPhelps The entire biotech space is out of favor. The non discriminate selling is crazy. $crvs is no exception. This presents a unique opportunity for long term investors"
X Link 2025-01-16T15:48Z [---] followers, [---] engagements
"@ej23ny You forgot $arwr with their ARO-AAT"
X Link 2025-01-22T19:07Z [---] followers, [---] engagements
"@DeepValueBagger @ShrimpTeslaLong By all fairness that guy didnt watch his bag. If he did he would have stopped out at least [--] times in the last [--] years"
X Link 2025-02-04T21:03Z [---] followers, [--] engagements
"@BillAckman @SECGov $unh is making money at the expense of patients lives and QoL. There is an ethical way of making money in the medical insurance space. @BillAckman Take a look at $CLOV who makes money by improving patientss clinical outcome using AI"
X Link 2025-02-04T23:40Z [---] followers, [----] engagements
"@thexcapitalist $unh may actually be a good short here. I think it will decline to sub $450 in [--] days"
X Link 2025-02-09T21:37Z [---] followers, [--] engagements
"@PersimmonTI If no deal coming this Thursday $swtx will take a major dive in this ugly biotech tape. Will it breach $40"
X Link 2025-03-02T17:23Z [---] followers, [---] engagements
"@cigs1234 Curious on your stop loss on $vktx. I think you said your average is $13. At what point will you cut the loss and wait to re-enter Or have you already past that point and will not sell no matter what. Genuinely curious about your perspective on conviction vs risk management"
X Link 2025-03-03T22:22Z [---] followers, [---] engagements
"@jayabacus I just hope MerkeG doesnt back out citing geopolitical reasons. $swtx b/o this week"
X Link 2025-03-04T17:46Z [---] followers, [---] engagements
"@jfais20 Not so sure it will stay above $40 if deal falls thru. We are in such a bad tape in biotech every move is exaggerated. $swtx"
X Link 2025-03-04T20:49Z [---] followers, [---] engagements
"@scenicnights @17mach4 $hood Their fill sucks big time and thats why most large accounts shy away from them. $ibkr is the best for large accounts and you get liquidity rebates and best fill"
X Link 2025-03-16T02:45Z [---] followers, [---] engagements
"@khan_m_baber @scenicnights $hood next time they limit your sell on your stock like they did with $gme you will know you were right all along"
X Link 2025-03-16T02:48Z [---] followers, [---] engagements
"When will $swtx official B/O news be released By Opex Friday 3/21. By month-end 3/31. By month-end 4/30. By Opex Friday 4/18. By Opex Friday 3/21. By month-end 3/31. By month-end 4/30. By Opex Friday 4/18"
X Link 2025-03-16T14:59Z [---] followers, [---] engagements
"@17mach4 @scenicnights I use $hood for low strike options and $IBKR for everything else"
X Link 2025-03-16T17:38Z [---] followers, [---] engagements
"@Phoenix3million i still think $swtx will see sub-$45 before we get the official news"
X Link 2025-03-17T14:49Z [---] followers, [---] engagements
"@semodough Longs are tired. $swtx"
X Link 2025-03-21T14:40Z [---] followers, [---] engagements
"@kylewhitegoat So $sofi is Costco $hood is Walmart. Got it"
X Link 2025-03-28T20:27Z [---] followers, [---] engagements
"@MadDogCapital @Flobert77324715 @chadlyrocks $hood is taking the approach of throwing everything and the kitchen sink at the wall and see what sticks. Its appealing to folks who wants fast change. I get it. But none of the recent changes are substantive. Stop order routing to Citadel if they are truly serious"
X Link 2025-03-30T15:43Z [---] followers, [--] engagements
"@tejada444 @bingbingbom @A_May_MD @Andre_AGTC @JamesEKrause In this scenario $nktr will trade to $3-4 IMO. The positive data will significantly increase the odds of winning the lawsuit against $lly which probably will add another $200M to their MC"
X Link 2025-04-27T02:04Z [---] followers, [---] engagements
"@ChrisCamillo $SoFi begs to differ. They want to be AWS of fintech. Maybe $hood could be the Casino of fintech"
X Link 2025-05-01T01:22Z [---] followers, [---] engagements
"@DataDInvesting @amitisinvesting The metric we need is the Total Revenue Generating Capital. To $sofi each deposit leads to revenue as it can be lended out in a loan. To $hood their capital doesnt directly correlate to revenue its the trading volume. Big difference. Amit is still an amateur"
X Link 2025-05-02T14:51Z [---] followers, [---] engagements
"@vladtenev So you want people to gamble more. $hood"
X Link 2025-05-10T00:00Z [---] followers, [--] engagements
"@Bytueshaw1PF9g @vladtenev Its so easy to place bets on events on $hood hard to make smart financial decisions when you can just bet with a few clicks. It actually encourages lotto buying behavior"
X Link 2025-05-10T00:20Z [---] followers, [--] engagements
"@DividendDude_X They are losing a lot of Medicare enrollments. $unh could be a value trap"
X Link 2025-05-10T02:07Z [---] followers, [---] engagements
"$crvs Great buying opportunity at the same price as Steve Cohen/Point72 one of the greatest traders and Dr. Miller/founder paid before the impressive AD data"
X Link 2025-05-14T17:34Z [---] followers, [---] engagements
"$nktr Just got off phone with my broker on pre-split call exercise. It turns out each contract will get [--] shares upon exercise(vs [----] shares) which is a nice 5% bonus for longs. Option sellers will be paying for this 5% bonus. I will be exercising all my June calls"
X Link 2025-06-10T23:18Z [---] followers, [---] engagements
"@alc2022 $byddy competes directly against $tsla and winning in many aspects"
X Link 2025-06-15T04:19Z [---] followers, [---] engagements
"$nktr Just sold all those commons from the exercise. About 40% gain. Still have a big option position for tomorrow. I think this trades either $30 or less than $5 after release. Will not surprise if this touches $50 if EASI75 delta is 30%"
X Link 2025-06-23T22:47Z [---] followers, [---] engagements
"@Andre_AGTC Its adjusted so [--] contract equals [--] shares upon exercise. $nktr"
X Link 2025-06-24T00:33Z [---] followers, [---] engagements
"@RNAiAnalyst 100% Dirk. I have been selling my shares and buying more calls to increase exposure. The next [--] days will be very exciting. $nktr"
X Link 2025-06-29T14:38Z [---] followers, [---] engagements
"@princetongb @MatrixMeister 13-week dosing means 6/25. Add another 4-6 weeks for data prep early to mid August seems reasonable. $vktx"
X Link 2025-07-05T00:14Z [---] followers, [---] engagements
"@jayabacus Fomo is kicking in. $vktx will probably crush the 12% weight loss threshold in their oral data. If they do watch out for an easy double from here"
X Link 2025-07-08T17:30Z [---] followers, [---] engagements
"@Pharmdca Do you think they will achieve 12% weight loss $vktx"
X Link 2025-07-08T21:43Z [---] followers, [---] engagements
"@VIPSheffTrades Feels like this one is at a minimum undervalued by 20x. The entire market cap is less than $5M after they cancelled all warrants. This is as clean as it gets. OSA TAM is $5B. $ixhl will have the first oral in the space. Is annual peak sale of $100M too low"
X Link 2025-07-09T00:26Z [---] followers, [----] engagements
"$mreo The next [--] months are critical for data accrual which directly translates to increased statistical information. The augmented n enhances the ability to detect a true underlying effect size with greater precision yielding a lower p value"
X Link 2025-07-10T19:34Z [---] followers, [---] engagements
"$mreo Conditional power given the interim data remains a key internal metric with $mreo and $rare. Their decision to proceed unequivocally indicates a sufficient probability of achieving p value of [----]. Futility bounds were clearly not breached"
X Link 2025-07-10T19:37Z [---] followers, [---] engagements
"@jfais20 @Maximus_Holla Its always the risk reward calculation. Its never as good as it seems before the catalyst and never as bad as it seems now after the catalyst"
X Link 2025-07-10T22:50Z [---] followers, [---] engagements
"@jayabacus $vktx Venture subQ P2completed enrollment on 10/23/2023 final dosing on 1/22/2024 top line readout 2/27/2024. Applying the same timeline to oral P2: enrollment completion 3/25/2025 final dosing 6/24 top line Wed 7/30. So yes there is a good chance data by 8/1"
X Link 2025-07-12T15:01Z [---] followers, [---] engagements
"@BioValues $vktx by far"
X Link 2025-07-12T20:32Z [---] followers, [---] engagements
"@HOThomasWPhelps Every time I read your new post about n $crvs I question myself if I own enough. Thanks for the great DD"
X Link 2025-07-13T16:15Z [---] followers, [---] engagements
"$mreo To further clarify with a simple sensitivity calculation you can see that as long as they achieve 35% reduction they would have failed IA2 with p value of [------] but still passes FA with p value of [------]. Remember they achieved a 67% reduction in P2"
X Link 2025-07-14T04:41Z [---] followers, [----] engagements
"$ixhl Volume is already [---] million shares. Its already traded 4x of its market cap so far. This one is going parabolic. First oral therapy for OSA"
X Link 2025-07-15T17:51Z [---] followers, [----] engagements
"@HOThomasWPhelps Very interesting indeed. Didnt know OSA is even linked to TH17"
X Link 2025-07-15T18:08Z [---] followers, [---] engagements
"@HOThomasWPhelps $crvs I hate to use the word platform. But thats what they have and the opportunity is becoming too overwhelming to go it all alone"
X Link 2025-07-15T18:14Z [---] followers, [---] engagements
"@VIPSheffTrades Probably will trade [---] million shares today. Insane"
X Link 2025-07-15T18:58Z [---] followers, [--] engagements
"@mtheory11bio Do you think $vktx can achieve 12% weight loss for oral"
X Link 2025-07-15T21:21Z [---] followers, [---] engagements
"@mtheory11bio Perhaps 12% is a bit aggressive. SQ got 13.5% placebo adjusted loss so anything 10% for oral will be a huge win for $vktx"
X Link 2025-07-15T22:30Z [---] followers, [---] engagements
"@LovejoyVapor @VIPSheffTrades Its just getting started. More people will be made aware of their OSA as Apple launch that alert in apple watches"
X Link 2025-07-15T22:42Z [---] followers, [--] engagements
"@sharkbiotech @stocksdd @Javier944712106 @StephanKlingel1 @AlmightyZeezA @Pharmdca @semodough @wkissel @Maximus_Holla @sanofi It doesnt until it does. Thats how most biotech shitcos trade"
X Link 2025-07-17T21:56Z [---] followers, [--] engagements
"@TradinWithMikey @DividendDude_X I will write a thread on the entire health insurance industry soon. $oscr slide is pure marketing talk without any substance on how they plan to achieve that. They will guide down just as quickly. $clov is the only exception in the entire health plan vertical"
X Link 2025-07-19T19:27Z [---] followers, [---] engagements
"@dereckwpaul $clov already does that"
X Link 2025-07-23T03:42Z [---] followers, [---] engagements
"There are so many pumpers on $oscr recently. Be careful as whats ailing the big name health plans is also ailing $oscr. ACA marketplace morbidity is the number [--] factor thats affecting $oscr and there is no getting around that"
X Link 2025-07-25T00:27Z [---] followers, [---] engagements
"Additionally Bertolini the CEO while impressive at Aetna is not known for tech and $oscr has shown no real leverage of AI so far. His legacy at Aetna has no lasting effect as its now severely underperforming under $cvs"
X Link 2025-07-25T00:32Z [---] followers, [---] engagements
"The only unicorn across the health plans is $clov once the dreaded Chamath SPAC has emerged as the industry leading AI purveyor who has consistently reduced their MLR and inching towards consistent profitability"
X Link 2025-07-25T00:34Z [---] followers, [----] engagements
"$clov The wild card here is they are providing AI product and service to other health plans and providers to help reduce cost and improve patient outcome. Humana will be the next customer. They are becoming the AWS of HealthTech"
X Link 2025-07-25T00:36Z [---] followers, [---] engagements
"@Ashton_1nvests Sure. The only way to show true moat is decrease their MLR(which means improved patient outcome) consistently thru tech leverage. $OSCR has shown neither. They keep talking about revenue growth but revenue growth without positive margin is a death trap"
X Link 2025-07-27T19:21Z [---] followers, [---] engagements
"$sofi 52w high is a recent $22.74. This is the point i watch for tomorrow. If it can breach that and stay around by eod look out I sold a ton of $23/23.5/24/24.5 calls given its past trading pattern. Hope Im wrong this time"
X Link 2025-07-28T21:37Z [---] followers, [---] engagements
"@JNap5C They have to pay $arwr first"
X Link 2025-07-28T21:44Z [---] followers, [---] engagements
"@JNap5C I believe they have huge payment to both $arwr and catalent coming up"
X Link 2025-07-28T22:33Z [---] followers, [---] engagements
"@Pharmdca Much much more to come. Noto is literally giddy on the CNBC interview. 25% CAGR for the next [--] years. $sofi will be a top [--] bank soon"
X Link 2025-07-29T17:20Z [---] followers, [---] engagements
"@Sanctuary_Bio @grok please guess which biotech stock is this with a catalyst on Aug [--] based on ops recent x activities"
X Link 2025-07-30T22:18Z [---] followers, [---] engagements
"@thumbs_up_bio found it: $atyr"
X Link 2025-08-02T21:12Z [---] followers, [----] engagements
"@thumbs_up_bio To be fair this was planned a while back. But I do think this further confirms the trial will end in [--] of [--] scenarios: [--]. efzo is a resounding success or [--]. ocs has been wholly unnecessary and patients have been drugged and suffered from significant side effects. $atyr"
X Link 2025-08-02T21:29Z [---] followers, [---] engagements
"@newyorkartist20 @CMDarnton @grok please explain and confirm this is AI generated video including the human figure in the video"
X Link 2025-08-05T22:23Z [---] followers, [---] engagements
"@JNap5C @semodough $egypt needs to ramp up hard and use their lead over $ocul to maximize the opportunity. Once $ocul is out its game over for them. Superiority label trumps them all"
X Link 2025-08-06T21:27Z [---] followers, [---] engagements
"@jfais20 12% Impressive. Whats your PT in [--] months $sndx"
X Link 2025-08-11T20:26Z [---] followers, [----] engagements
"@Pharmdca They have no moat compared to $SoFi loan platform"
X Link 2025-08-12T16:22Z [---] followers, [---] engagements
"@Pharmdca $nktr $vktx $crvs $atyr $abvx"
X Link 2025-08-12T17:23Z [---] followers, [----] engagements
"@TheLongInvest Definitely NOT $unh. He bought it back in [----] and sold it in [----] and was widely viewed as a mistake of his investing career"
X Link 2025-08-12T23:20Z [---] followers, [---] engagements
"@BioValues Thats awesome. Congrats. Whats your biggest winner"
X Link 2025-08-13T17:52Z [---] followers, [---] engagements
"@BioValues Cant be $pepg. Its basically flat since April"
X Link 2025-08-13T18:00Z [---] followers, [---] engagements
"@Andre_AGTC @BowTiedBiotech The option chain maxes out at $80. There is no $110c or $90p"
X Link 2025-08-25T04:04Z [---] followers, [---] engagements
"@PersimmonTI Its looking like that more each day with more hiring. $atyr"
X Link 2025-08-30T23:57Z [---] followers, [----] engagements
"@BudwellGeorge There is a 3rd outcome ie OCS is proven to be unnecessary and thus rendering the trial a complete failure. Thats the short thesis. And this is a practice altering finding and is worth an ALERT session. However mgmt sees blinded data already and EAP. $atyr"
X Link 2025-08-31T16:32Z [---] followers, [---] engagements
"@BudwellGeorge @IAmIronManSon Reading you posts you have done a lot of DD. So why only a tiny position I have 5% on this puppy mostly in call/spreads. Think we see $abvx again here"
X Link 2025-08-31T16:47Z [---] followers, [---] engagements
"@realmostafah ALPS will be approved way before PTCL. $crvs"
X Link 2025-09-01T16:38Z [---] followers, [---] engagements
"@Pharmdca @mtheory11bio Cash is $1.2 per share which should serve as the floor. Hard to see a complete failure. $atyr"
X Link 2025-09-04T16:10Z [---] followers, [---] engagements
"Last post on $atyr before readout. Shorts are really confident in their position citing clinical research. Just know you are going against Paul Shimmer who invented Efzo and is one of the most respected translational biotech researchers alive"
X Link 2025-09-04T23:08Z [---] followers, [----] engagements
"Dr Shimmer is a cofounder in $alks $alny $cbst $sirt and $rgen. Regardless how you view your research acumen you are a zero compared to him. So maybe be a bit more humble and recognize you could be 100% wrong. GLTY"
X Link 2025-09-04T23:12Z [---] followers, [---] engagements
"@DesertDweller93 Im in with a small position. $qure"
X Link 2025-09-07T16:51Z [---] followers, [---] engagements
"@jevgenijs Impossible unless $hood starts offering portfolio margin stock shorting spreads in IRA and most importantly better fills"
X Link 2025-09-07T22:21Z [---] followers, [---] engagements
"@MMMTwealth I think $sofi and $upst are mutually exclusive. One of them will be killed by the other in the next [--] years"
X Link 2025-09-07T22:29Z [---] followers, [---] engagements
"@Pharmdca Its $gme all over again except this time mgmt is on board with the retail apes"
X Link 2025-09-10T23:59Z [---] followers, [---] engagements
"@_AlbertAlan Jim Simmons the greatest HF manager even better than Lynch would disagree"
X Link 2025-09-13T19:30Z [---] followers, [--] engagements
"@amitisinvesting Its not about the margin. Its about replacing the entire agent industry. Using AI and blockchain throughout the entire real estate journey to accurately assess value and risk of each property will make buying selling easy as buying a car. Thats the true north. $open"
X Link 2025-09-17T23:44Z [---] followers, [---] engagements
"@cperruna Great reflection. But its not late to buy back in for the next 200%. Rate cut payment network Loan platform too much tailwind. $sofi"
X Link 2025-09-18T20:59Z [---] followers, [---] engagements
"@DesertDweller93 Feels like a $srpt moment but with much more convincing outcome"
X Link 2025-09-27T20:38Z [---] followers, [---] engagements
"@JD4for4 Fair enough. There is also an implicit assumption that the commons will hold their current price for [--] months which is rarely true"
X Link 2021-01-15T19:49Z [---] followers, [--] engagements
"@WealthCoachMak Just buy $misty and be done with it. Yieldmax returns over 100%"
X Link 2024-11-24T04:42Z [---] followers, [---] engagements
"@Pharmdca Miller got screwed on $pcyc and will not be denied this time on $crvs"
X Link 2024-11-27T17:39Z [---] followers, [---] engagements
"@StockSavvyShay hey databricks is not public yet and ticker data is invalid. is this a real portfolio or just an photoshop"
X Link 2025-02-15T17:53Z [---] followers, [--] engagements
"@thexcapitalist $oscr is still the old school insurer where they increase margin by denying coverage much like $unh. If you are looking for a disruptor in this space take a look at $clov: better tech and better MLR and already profitable with better patient outcome. A hidden gem"
X Link 2025-02-19T13:05Z [---] followers, [----] engagements
"@jfais20 Will find out who is right and wrong on 2/27. No need to gamble before then. I have been selling puts expiring this Friday. Close to free money. $tmdx"
X Link 2025-02-21T01:24Z [---] followers, [---] engagements
"@PersimmonTI Love to buy sub-$40 when a deal is not closed soon. $swtx"
X Link 2025-02-21T01:26Z [---] followers, [---] engagements
"@thexcapitalist What happened to your buy of $unh"
X Link 2025-02-22T21:33Z [---] followers, [----] engagements
"@WhiteCoatMafia In two years $unhs market share at least in the medicare space will shrink by 10%"
X Link 2025-02-22T22:41Z [---] followers, [---] engagements
"@Kross_Roads $amen is failing at AI which will huge implication in the next [--] months"
X Link 2025-07-27T21:42Z [---] followers, [--] engagements
"@grok @Sanctuary_Bio No thats not it since $vine already exploded. is it $lenz"
X Link 2025-07-30T22:22Z [---] followers, [---] engagements
"@RNAiAnalyst Never say never. There will be a first in everything. Will be unconventional and shrewd for $lly to buy $nktr as long as the benefit to $nktr is greater than winning that case"
X Link 2025-10-18T05:29Z [---] followers, [---] engagements
"@Pharmdca No moat. $sofi is eating their lunch"
X Link 2025-11-05T00:27Z [---] followers, [---] engagements
"@DataDInvesting @RJCcapital Right they are still growing on an absolute term but growing more slowly on a relative term. Market punishes a slower growing company. Thats it. Focus on $sofi which is growing faster both in absolute and relative terms"
X Link 2025-11-07T22:16Z [---] followers, [--] engagements
"@ajmotleyfool @Druckenmiller_ No this is a fake account. @standuquesne is the real deal. Have no idea how this account got a blue check. @grok @elonmusk"
X Link 2025-11-10T01:34Z [---] followers, [--] engagements
"@EliteOptions2 @jay2p BYD is the Tesla of China not xpeng"
X Link 2025-11-11T00:03Z [---] followers, [---] engagements
"$nktr. My view is AA will not hit and lly settlement will come out in the same time frame($250M is my guess). Now what will happen to the stock"
X Link 2025-11-23T21:01Z [---] followers, [---] engagements
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