Dr. Alexander Dobranowski

Physician, Entrepreneur, President & Director @HEALWELL_AI , passionate about precision medicine and longevity.

[Russell Starr @Russ_N_Starr]

You BETTER BE LONG COMMODITIES

🧠One of the biggest mistakes investors are making right now is assuming AI somehow replaces the physical economy.

It does not.

It massively increases demand for it.

1/

Everyone is focused on:

AI
Semiconductors
Software
Data centers

But almost nobody is focused on what all of that actually requires underneath:

Power
Oil & gas
Copper
Uranium
Steel
Water
Industrial infrastructure

2/

For over a decade, capital flooded into technology while investment in:

Energy
Mining
Refining
Commodity production

was starved.

Now demand is exploding at the exact moment supply growth has stalled.

That is how commodity supercycles begin.

3/

The world still runs on molecules and metals.

Not hashtags and PowerPoints.

You can print money.
You cannot print:
Oil

Natural gas
Copper
Grain
Uranium
Physical shortages eventually matter.

4/

The irony is that the largest technology companies in the world may now be creating one of the largest commodity demand shocks in history.

AI infrastructure requires staggering amounts of:

Electricity

Cooling
Construction
Transmission
Fuel
The market still does not fully appreciate this.

5/

Meanwhile investors remain massively crowded into:

Tech

AI
Growth
…and massively underallocated to:

Energy

Commodities
Agriculture
Infrastructure
History says these imbalances do not resolve slowly.

Capital rotations tend to happen violently.

6/

Even gold right now is sending interesting signals.

Long term I remain very bullish gold.

But soaring energy prices can force weaker countries to liquidate gold reserves to:

Support currencies

Fund energy imports
That appears to already be happening in places like Turkey.

7/

That does not invalidate the long-term gold thesis.

It simply means:

Energy stress may hit first

Liquidity tightens
Forced selling emerges
Then central banks eventually respond with easier policy again
Macro cycles are rarely linear.

8/

The bigger point is this:

For years markets rewarded:

Financial engineering

Cheap liquidity
Multiple expansion
The next decade may reward:

Scarce assets

Energy security
Commodity production
Real-world infrastructure
9/

The world may be entering a period where:

Hard assets outperform financial assets

Commodity producers outperform software
Physical scarcity matters more than narratives
That would be a massive regime change for markets.

10/

The old economy never disappeared.

The market just stopped paying attention to it.

That may be about to change in a very big way.

[World Athletics @WorldAthletics]

HISTORY HAS BEEN MADE 🫨

Sabastian Sawe becomes the first person ever to break the 2-hour barrier in official race conditions, storming to a historic 1:59:30‼️

@KejelchaYomif, on his marathon debut, also breaks 2 hours with a stunning 1:59:41 and @jacobkiplimo2 clocks 2:00:28, also faster than the previous world record 😤

[Russell Starr @Russ_N_Starr]

🧠🧵 Lessons from the Front Lines: Wall/Bay Street’s Darker Side
The $AIDX Setup: What the shorts WANT you to believe vs reality 👇

1/
🚨 Narrative being pushed:
“Financing is coming → stock must go lower”
➡️ Translation:
Algos suppress price
Shorts lean on liquidity
Retail gets shaken out

2/
But let’s deal in FACTS, not narratives:
💰 Debt: ~$50M
🛰️ SpaceX stake: ~$22M USD (~$30M CAD)
💵 Cash: ~$21M CAD
➡️ That’s ~$50M+ in near-term liquidity/value

3/
Read that again.
They could retire the ENTIRE debt stack if they wanted to.
They simply don’t need to.
And note - $AIDX is basically breakeven now from a financial perspective!!

4/
So why the pressure?
Because this is the classic playbook:
📉 Suppress price
🧠 Create fear (“financing coming”)
🔁 Absorb all natural buyers
💥 Force weak hands out

5/
Meanwhile…
📊 TD Cowen just put out extremely bullish research
➡️ Institutional view ≠ price action
Let that disconnect sink in.

6/
This is where it gets interesting:
If NO financing comes…
➡️ Shorts are leaning on a false catalyst
➡️ Liquidity tightens
➡️ Covering becomes disorderly

7/
And remember:
The SpaceX exposure alone is being completely ignored in the current price.
At ~$2T valuation, that stake is real, liquid, and strategic.

8/
So ask yourself:
❓ Why price it like distress?
❓ Why ignore assets + cash?
❓ Why push the same financing narrative daily?

9/
Because in this market structure:
➡️ Price is often engineered first
➡️ Narrative is built AFTER

10/
⚠️ My view:
The “financing overhang” will not materialize…
This setup will reverse violently.

11/
And when it does?
The same people suppressing it…
Will tell you it was “obvious.”

$AIDX #AIDX #SmallCaps #ShortSqueeze #MarketStructure #AlgoTrading #NakedShorts #WallStreet #BayStreet #Trading
@TDCowen @SpaceX @elonmusk
@Stocktwits @YahooFinance @SeekingAlpha

[Russell Starr @Russ_N_Starr]

🧠🧵 LESSONS FROM THE FRONT LINES: WALL/BAY STREET’S DARKER SIDE - how a Canadian Hedge Fund stole premium assets from Gryphon Gold, Klondex and other mining companies

All statements below are derived from court-filed materials, evidentiary submissions, and verified regulatory actions.

1/
🚨 THIS WAS ALREADY IN THE COURTS

Following BC Supreme Court proceedings (Feb 10–12, 2026):
• 📄 8,000+ pages of sworn evidence
• ⚖️ formal testimony entered into record
• 📊 30+ expert reports submitted

👉 This became a formal evidentiary record — not a theory

2/
📂 That record confirms submissions made to:
• 🇨🇦 RCMP GTA-IMET
• 🇺🇸 U.S. Department of Justice
• 🧾 Big 4 auditors
👉 This crossed jurisdictional boundaries

3/
⚠️ WHAT THE COURT-FILED RECORD ALLEGES:

• Public mining companies lost core assets
• During periods of structured financing
• While counterparties were positioned against equity

👉 Filed allegations supported by expert analysis
4/
💣 THE STRUCTURE DESCRIBED IN EXPERT MATERIALS:

• 💰 Capital via convertibles / structured deals
• 📉 Sustained market selling pressure
• 🧬 Dilution cycles triggered
• 🪨 Result: asset displacement
👉 An asymmetric model described in filings
5/
📊 The evidentiary record also references:

• ❗ settlement failures (FTDs)
• 🕵️ masked identifiers (“Anonymous (001)”)
• 📉 concentrated selling activity

👉 Derived from expert reports submitted to court

6/
📄 The filings also reference:
A PwC forensic report (April 28, 2015) tied to
Waterton-related bankruptcy proceedings

👉 Raising questions around prior disclosure and oversight
7/
🧠 THE CRITICAL BREAKPOINT:
After this entered the court record —

The filings indicate:
• formal submissions already made
• enforcement bodies notified
• escalation attempts documented

8/
🚨 🧠🧵 LESSONS FROM THE FRONT LINES: WALL/BAY STREET’S DARKER SIDE

All statements below are derived from court-filed materials, evidentiary submissions, and verified regulatory actions.

1/
🚨 THIS WAS ALREADY IN THE COURTS

Following BC Supreme Court proceedings (Feb 10–12, 2026):
• 📄 8,000+ pages of sworn evidence
• ⚖️ formal testimony entered into record
• 📊 30+ expert reports submitted

👉 This became a formal evidentiary record — not a theory

2/
📂 That record confirms submissions made to:
• 🇨🇦 RCMP GTA-IMET
• 🇺🇸 U.S. Department of Justice
• 🧾 Big 4 auditors
👉 This crossed jurisdictional boundaries

3/
⚠️ WHAT THE COURT-FILED RECORD ALLEGES:

• Public mining companies lost core assets
• During periods of structured financing
• While counterparties were positioned against equity

👉 Filed allegations supported by expert analysis
4/
💣 THE STRUCTURE DESCRIBED IN EXPERT MATERIALS:

• 💰 Capital via convertibles / structured deals
• 📉 Sustained market selling pressure
• 🧬 Dilution cycles triggered
• 🪨 Result: asset displacement
👉 An asymmetric model described in filings
5/
📊 The evidentiary record also references:

• ❗ settlement failures (FTDs)
• 🕵️ masked identifiers (“Anonymous (001)”)
• 📉 concentrated selling activity

👉 Derived from expert reports submitted to court

6/
📄 The filings also reference:
A PwC forensic report (April 28, 2015) tied to
Waterton-related bankruptcy proceedings

👉 Raising questions around prior disclosure and oversight
7/
🧠 THE CRITICAL BREAKPOINT:
After this entered the court record —

The filings indicate:
• formal submissions already made
• enforcement bodies notified
• escalation attempts documented

8/
🚨 AND THEN — NOTHING VISIBLE

According to the record:
• no substantive enforcement response
• no public resolution
• investigation activity not advanced publicly

👉 The enforcement trail appears to have stalled
9/
⚖️ A structural issue raised in filings:
CIRO described in court-referenced material as:
→ a private entity
→ owned by market participants
👉 Raises regulatory independence questions

10/
🔁 The filings describe a potential:

“STRUCTURAL RELIANCE LOOP”

Where:
• participants
• auditors
• regulators
operate within the same ecosystem

11/
🌍 Meanwhile — elsewhere:
🇺🇸 U.S.:
• SEC sanctioned Anson Funds (2024)
• Findings: coordination with activist short publishers + trading around reports
🇺🇸 DOJ:
• broader probe into short selling practices

👉 Enforcement exists — just not here

12/
📌 So the contrast becomes clear:

• documented submissions in Canada
• court-filed evidentiary record
• regulator awareness
vs.

• limited visible enforcement response
13/
🚨 WHY THIS MATTERS NOW:

Independent parties — without issuer conflicts — can:

• reinforce regulator requests
• submit aligned evidence
• build affidavit-grade records

👉 This increases pressure exponentially
14/
🔥 Once multiple independent submissions align:

• evidentiary weight compounds
• institutional response becomes harder to avoid

👉 This is how issues move from
ignored → unavoidable
15/
💥 THIS IS NO LONGER JUST A MARKET ISSUE
It’s about:
• oversight
• accountability
• system integrity
16/
❓ THE QUESTION NOW IS SIMPLE:

The record existed.
The submissions were made.

So why did nothing happen?

#BayStreet #MarketStructure #ShortSelling #Canada #Mining #CIRO #CapitalMarkets #FTD

According to the record:
• no substantive enforcement response
• no public resolution
• investigation activity not advanced publicly

👉 The enforcement trail appears to have stalled
9/
⚖️ A structural issue raised in filings:
CIRO described in court-referenced material as:
→ a private entity
→ owned by market participants
👉 Raises regulatory independence questions

10/
🔁 The filings describe a potential:

“STRUCTURAL RELIANCE LOOP”

Where:
• participants
• auditors
• regulators
operate within the same ecosystem

11/
🌍 Meanwhile — elsewhere:
🇺🇸 U.S.:
• SEC sanctioned Anson Funds (2024)
• Findings: coordination with activist short publishers + trading around reports
🇺🇸 DOJ:
• broader probe into short selling practices

👉 Enforcement exists — just not here

12/
📌 So the contrast becomes clear:

• documented submissions in Canada
• court-filed evidentiary record
• regulator awareness
vs.

• limited visible enforcement response
13/
🚨 WHY THIS MATTERS NOW:

Independent parties — without issuer conflicts — can:

• reinforce regulator requests
• submit aligned evidence
• build affidavit-grade records

👉 This increases pressure exponentially
14/
🔥 Once multiple independent submissions align:

• evidentiary weight compounds
• institutional response becomes harder to avoid

👉 This is how issues move from
ignored → unavoidable
15/
💥 THIS IS NO LONGER JUST A MARKET ISSUE
It’s about:
• oversight
• accountability
• system integrity
16/
❓ THE QUESTION NOW IS SIMPLE:

The record existed.
The submissions were made.

So why did nothing happen? Make your own judgement but with overwhelming evidence the Canadian regulators, RCMP and Courts dropped the proceeding as witnesses dropped out or were fired.

#BayStreet #MarketStructure #ShortSelling #Canada #Mining #CIRO #CapitalMarkets #FTD

@kshaughnessy2 @RealAndyLeeShow @zsaeed @_cvpaynes___ @rogerhamilton @CTVNews @CBCNews @zsaeed

[Dr. Alexander Dobranowski @AlexDobranowski]

Strong progress. Excellent work by our team.

[HEALWELL AI @Healwell_AI]

HEALWELL AI has signed a multi-million dollar, multi-year U.S. Health Information Exchange (HIE) contract following a competitive procurement process.

Connecting millions of patient lives. Integrating AI where it matters most. @OrionHealth @verosource

https://t.co/7Juv4dAdkV

[Russell Starr @Russ_N_Starr]

I tend to spend a lot of time on Natural Resources - quite frankly you all should right now. It is the next trade of the decade with copper, gold, silver and critical elements highlighting the opportunity IMO. But I also dig for tremendous fundamental trades in other sectors. Take a look at $AIDX. Many funds have been shorting and crushing the stock despite crazy fundamentals and extremely good recent news. But what is even more astonishing is that NO ONE has done any due diligence on their position in SpaceX xAI. If monetized a large portion of their debt will disappear immediately, altering their balance sheet for the better. Having covered hedge funds for 15 years I know how they work. Many are likely short expecting a financing to help reduce the debt load (hoping to cover their short and clip a free warrant) but I am guessing very few (maybe none) are looking at what the monetization of probably the hottest IPO will do to the balance sheet of $AIDX. This position will sell - no chance someone else will not step in and take it off their balance sheet. Then what does $AIDX look like with half the debt they currently have, or even less?? Do your due diligence but this is a near term top pic of mine. @AlexDobranowski @Healwell_AI

[HEALWELL AI @Healwell_AI]

HEALWELL AI expands into the Middle East with its first governmental health system deployment, alongside growing adoption across Canada & the U.S.

SMART Identify, SMART Search & SMART Summary are now active in real-world care environments.

Read on: https://t.co/yd4FStfdag

[HEALWELL AI @Healwell_AI]

HEALWELL has achieved $30.4M in Q3 revenue, up 354% year-over-year, marking our second straight quarter of positive Adjusted EBITDA.

Read more: https://t.co/aUoeQ9PXnx

📢 Investor call: Tomorrow, Nov 7 at 8:30 a.m. ET
Join the webcast: https://t.co/MN4RlkCbhh

[HEALWELL AI @Healwell_AI]

HEALWELL AI moves boldly toward a pure-play SaaS and AI future.

Learn more: https://t.co/uBmNmKo3Z4

[HEALWELL AI @Healwell_AI]

Exciting moments at #Cantech2025 in Toronto!

Dr. @AlexDobranowski shared how HEALWELL AI is helping physicians deliver smarter, preventative care powered by AI.

Thank you to @CantechLetter for hosting a fantastic event!

[Dr. Alexander Dobranowski @AlexDobranowski]

A strong result after a great effort by the team.!

[HEALWELL AI @Healwell_AI]

In Case You Missed It: HEALWELL AI Q2 2025 Earnings Call Recording now available: https://t.co/yYgYD8KRu9

[HEALWELL AI @Healwell_AI]

HEALWELL AI’s Q2-2025 results reflect strong growth & momentum as we advance AI-powered preventative care worldwide.

Read the full update here: https://t.co/IeBZzIIp2c

[Dr. Alexander Dobranowski @AlexDobranowski]

Thank you @RetroWallSt - lots of hard work coming together.! Certainly the stage is set for our next phase of compelling and now profitable growth

[Tim Collins @RetroWallSt]

Small AI healthcare name flying way under the radar
$HWAIF

[HEALWELL AI @Healwell_AI]

HEALWELL is holding a conference call and simultaneous webcast on tomorrow at 1:00 pm ET (10:00 am PT).
Details on how to tune in: https://t.co/3TGE1uTBfT

[HEALWELL AI @Healwell_AI]

HEALWELL AI ($AIDX) will release our Q2 2025 financial results on Wednesday, August 13.

Join our conference call at 1:00 pm ET to hear from our leadership team.

Webcast link: https://t.co/cNKV0Xz8Bb

More information: https://t.co/AgTSsCDsjD

[HEALWELL AI @Healwell_AI]

HEALWELL Corporate Update!

📈 AI revenue >$5M in H1 2025
📊 +200% YoY growth
🤝 Acquires remaining 49% of @Pentavere

We're scaling AI in preventative care—earlier detection, faster action, better outcomes.

More: https://t.co/PbUFDfTOGf

[HEALWELL AI @Healwell_AI]

Proud to present @ the 2025 Bloom Burton Conference, where we connected with those who share our vision for transforming preventative care through AI. Thank you to everyone who stopped by—your energy & engagement were incredible!
@AlexDobranowski $AIDX
https://t.co/kMcuchMrwH

[BetaKit @BetaKit]

Toronto-based @Healwell_AI shakes up C-suite following @wellhealth takeover, shifts CEO @AlexDobranowski to president. $AIDX #CDNtech https://t.co/PnEynS9g1v

[HEALWELL AI @Healwell_AI]

Cantech Letter Reports Raymond James Initiates Coverage of HEALWELL AI with an “Outperform” Rating and 12-month Price Target of $3.00

Read the full article here: https://t.co/EZXx9ENy5e

[HEALWELL AI @Healwell_AI]

Amir Javidan, COO of @wellhealth & CEO of WELLSTAR, & Dr. @AlexDobranowski, CEO of HEALWELL AI, discussed AI solutions for doctor shortages & burnout at the @Scotiabank TMT Conference held earlier this week.