Biotech C Lin

[Biotech C Lin @BiotechCLin]

SGL Carbon SE (ETR: SGL): The Last Unpriced Node in NVIDIA’s 800V Power Semiconductor Supply Chain as a physical bottleneck

Full analysis using SERENITY strategy @aleabitoreddit

https://t.co/He0DRsZ0oh

[Biotech C Lin @BiotechCLin]

@JackMan724444 Yup my 38% delta was pretty spot on but will lose money on my bullspread bet unless the management decide to sell the company. I guess they intend to raise instead of sell. Longs holding shares will need hold longer until they got the label for the reward. Tough luck.

[Biotech C Lin @BiotechCLin]

$ABVX I am probably the closest one on X for the efficacy prediction. Molecularly, miR-124 is a known tumors suppressor not an oncogene yet two cancer cases show up in 50mg. There is just no way to predict bad luck like this. Biotech investing is hard for sure.

[Biotech C Lin @BiotechCLin]

$ABVX

130 patients de-escalated to 25mg → 68% still in clinical remission at week 144. ITT/NRI. 80% completion rate. 7 years of clean safety.

For the upcoming phase 3 maintenance data, delta forecast now improves from ~30pp to ~38pp based on my model.

[Biotech C Lin @BiotechCLin]

@bc1dml @aleabitoreddit Same guess!

[Biotech C Lin @BiotechCLin]

@aleabitoreddit 8012

[Biotech C Lin @BiotechCLin]

@ParadisLabs The last unpriced node is SGL carbon for power semi.

[Biotech C Lin @BiotechCLin]

SGL Carbon SE (ETR: SGL): The Last Unpriced Node in NVIDIA’s 800V Power Semiconductor Supply Chain as a physical bottleneck

Full analysis using SERENITY strategy @aleabitoreddit

https://t.co/He0DRsZ0oh

[Biotech C Lin @BiotechCLin]

感謝大叔美股筆記@Unclestocknotes 轉發英文版本，讓我有動力做了一份中文版本的SGL Carbon 研究報告。 希望中文圈的朋友會喜歡我的投資論點。

SGL Carbon (ETR: SGL)：NVIDIA 800V 供應鏈中，最後一個未被定價的關鍵節點。 全文在以下連結：
https://t.co/9JSnwZe1Ix

[Biotech C Lin @BiotechCLin]

In several months AI will say SiC grade graphite from SGL carbon is the bottleneck not just SiC powder. Mark my words asking this very same question next year $SGL SGL carbon will show up. The more I read my analysis the more I feel I need to FOMO it.

[Biotech C Lin @BiotechCLin]

@Stocky43550713 @aktien_max Thank your for sharing my analysis. I think SGL carbon will blow off in 2027-2030.

[Biotech C Lin @BiotechCLin]

SGL Carbon SE (ETR: SGL): The Last Unpriced Node in NVIDIA’s 800V Power Semiconductor Supply Chain as a physical bottleneck

Full analysis using SERENITY strategy @aleabitoreddit

https://t.co/He0DRsZ0oh

[Biotech C Lin @BiotechCLin]

@JenPorcelli @avidresearch I have no plan to post more on BHVN until obesity week for T-alpha. Again I think your company has great science and I do respect the team still working to create therapy for patients when most of you could have retired already with the Nurtec buyout.

[Biotech C Lin @BiotechCLin]

@JenPorcelli @avidresearch The only issue is getting diluted 20 times VS 5 times to get to 40B market cap is a huge difference. Retails will rather buy the catalyst rumor and sell the news when everyone knows infinite dilution is coming. I will not hold onto Biohaven but will trade on the science.

[Biotech C Lin @BiotechCLin]

@JenPorcelli @avidresearch https://t.co/KPrTjolYod

I think know more about your company than any of those sell-side analysts. The one that says Opakalim has little brain exposure hence no efficacy for MDD and CNS AEs is a total joke. I am very certain BHVN will be a 40B company one day.

[Biotech C Lin @BiotechCLin]

NVIDIA just published their official
800V DC Architecture partner list.

SiC+GaN makers confirmed:

✓ Infineon $IFNNY (SiC + GaN)
✓ Onsemi $ON (SiC)
✓ STMicro $STM (SiC + GaN)
✓ Rohm $6963.T (SiC + GaN)
✓ Navitas $NVTS (GaN)

All need graphite consumables
SGL Carbon $SGL

[Biotech C Lin @BiotechCLin]

@STL_Biotech Biotech is all about liquidity. With AI semi stocks and upcoming space X ipo sucking up all the hot money, biotech companies with massive burn rate will be forced to dilute at depressed price before seeing the next catalyst making people less willing to hold. They wont listen.

[Biotech C Lin @BiotechCLin]

@daichi888 Thank you if you think it makes sense feel free to repost it.

[Biotech C Lin @BiotechCLin]

SGL Carbon SE (ETR: SGL): The Last Unpriced Node in NVIDIA’s 800V Power Semiconductor Supply Chain as a physical bottleneck

Full analysis using SERENITY strategy @aleabitoreddit

https://t.co/He0DRsZ0oh

[Biotech C Lin @BiotechCLin]

@daichi888 @maxddc Thank you !

[Biotech C Lin @BiotechCLin]

$SGL How did it move from 4.6 to 5.5 in less than 24h? I don’t even have any following. SGL carbon SE is a physical bottleneck most upstream of SiC power semiconductor chain. I should have loaded up before publishing it :(

[Biotech C Lin @BiotechCLin]

Full breakdown — why SGL Carbon SE (ETR:SGL) is the last unpriced node in NVIDIA's 800V SiC power semiconductor supply chain.

Physics. Duopoly. Five demand vectors. Zero analyst coverage.

Read the full analysis on substack

$SGL #SiC #PowerSemiconductor #NVIDIA800V $COHR $WOLF

[Biotech C Lin @BiotechCLin]

@maxddc Appreciate you like my work :)

[Biotech C Lin @BiotechCLin]

@maxddc I kinda regret publishing this article now seeing it went up from 4.6 to 5.5 in less than 24 hour. I am perplexed that it didn’t get much read at all but it’s moving the needle.

[Biotech C Lin @BiotechCLin]

@maxddc I am hoping to buy the dip and accumulate over the year since the AI revenue is not coming in until end of 2027.

[Biotech C Lin @BiotechCLin]

@Unclestocknotes https://t.co/iw5xFbHE7u

大叔這是我寫的之前訊息有跟你提到。 不需要幫我推廣，我基本上已經附上爬蟲讓AI 去這個敘事連結。 大叔是良心的KOL 如果要直接把我這篇報告重新打磨做成大叔的專屬報告我也很歡迎。 大叔親自回覆信息非常感動。

[Biotech C Lin @BiotechCLin]

SGL Carbon SE (ETR: SGL): The Last Unpriced Node in NVIDIA’s 800V Power Semiconductor Supply Chain as a physical bottleneck

Full analysis using SERENITY strategy @aleabitoreddit

https://t.co/He0DRsZ0oh